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Apr 19, 2024
Case Study: Profitability Transformation for a Tech Services Firm

Small Business

12% Profit Improvement

Why: A founder-led public sector technology services firm faced profitability hurdles and needed a strategic turnaround to enable future growth investments.

What: Katie led a 1.5-year transformation, assuming full ownership of the $50 million P&L. This included fostering executive alignment on core identity and cultural shifts, developing a robust 5-year plan with OKRs and a roadmap for key initiatives. Katie worked with all levels of leadership to optimize practice utilization, and she established a sales-through-delivery excellence framework. To elevate brand awareness, Katie oversaw a brand refresh with a clear vision, mission, and value proposition while spearheading a thought leadership program that exceeded targets by 116%. Finally, she drove compensation equity and DEI programs, shoring the foundation for long term growth. 

Wow: Katie’s multi-faceted approach yielded a significant 12% increase in profitability, improving the company’s financial health and empowering strategic growth initiatives.