Our client was a large company in the financial industry, wanting to ensure that their future needs were identified and planned for. The company was in need of an operational strategy around their existing corporate vision to ultimately generate more revenue for their business.


To address these challenges, our consultants:

  • Acquiring information involving the input of groups threatened by the changes – those who would stand to potentially work themselves out of a job, and whose input therefore had potential biases
  • Encouraging team members to think of the corporate good rather than their personal good while contributing to the process
  • Dealing with distribution issues that needed to be addressed in a manner that was adaptable and scalable
  • Introducing a dramatic shift in thinking
  • Creating a paradigm shift, while understanding and creating new ideas that could prove profitable both currently and 10 years down the road


After analyzing the project requirements above, our consultants:

  • Brought together all of the differing points of view into something that could be understood and used to determine the direction of the company
  • Promoted constructive participation by those who were put at a personal disadvantage with some of the proposed changes
  • Identified the strengths and weaknesses of existing processes and the core processes that needed to be re-aligned
  • Assisted the client in developing a presentation for proposed changes by putting their vision into concrete, attainable terms


At the conclusion of the project all the key success factors had been achieved, and the client was highly satisfied with the project deliverables and the value added by Schroeder & Schroeder Inc. Our actions resulted in:

  • Successful implementation of the initially difficult but ultimately rewarding changes
  • Visioning strategies that are still reflected on and continue to maintain an effect on employees and the organization as a whole