Selected case studies

Loan officers were making compliance errors that triggered regulatory audit flags. Time-to-proficiency was stretching past 12 weeks, and the existing onboarding was a 340-slide click-through that no one finished.

A system-wide EHR migration was going sideways. 40% of IT support tickets were EHR-related six weeks post-launch, staff were bypassing workflows, and leadership needed 90% adoption of the new system within 60 days.

Mystery shopper scores were swinging from 45% to 92% across Basecamp's 200+ stores. A new e-bike category was launching in eight weeks, 60% of store staff were new hires, and there was no existing curriculum that tied product knowledge to selling behavior.

New managers often lack frameworks for difficult conversations. Traditional onboarding packs them with frameworks they won't remember. The challenge: deliver actual behavioral coaching — not just information transfer — in a timeframe where it sticks (under 15 minutes), and make the output immediately usable in their next meeting.