HomeWho We ServeHow We WorkWhat We OfferBest Tools!About UsNews Room
Client SuccessClients ListTestimonials

Who We Serve

Case Study: “Go System” Workshop Series for Regional Bank

Client

Leading retail and commercial bank working to improve productivity at the individual level for employees.

Situation

Information is a business-critical resource in all industries, and nowhere is this truer than in the banking world, where information is money. With downsizing, mergers and the speed at which information can be communicated, banking employees can easily experience information overload. During an initial consultation with the client, Ballantrae Solutions estimated that if just ten percent (approx. 240) of the employees spent just one hour per day searching for information, the annual lost productivity time (based on the average salary rate) was $1.8 million.

Description & Results

The Client wanted to improve personal productivity and workflow across the board, not just in one department or process area, so Ballantrae Solutions proposed a continuing series of in-house workshops teaching the GO (Get Organized!) System. A four-hour workshop for 10-20 participants, The GO System is a well-researched program which introduces traditional material about getting organized, but also includes other important factors not ordinarily associated with organizational skills, such as psychology and sociology.  GO delivers a return on investment precisely because it looks at the entire individual and the whole organizational picture.

Ballantrae Solutions met with the Client’s training coordinators to review needs and expectations, and to tailor the workshops accordingly. The resulting program focused on six key causes of workplace disorganization, and provided strategies for addressing each one.

Along with the GO System training, participants received a take-away GO Implementation Kit allowing them to put the GO System to work immediately, and follow-up tips and resources to reinforce the workshop content. The GO Kit includes: individual self-assessments; a workbook with step-by-step implementation instructions; an at-a-glance “action system” reminder for key workflow decisions; a supply of essential forms and folder tabs; and a CD with additional resources. We added a copy of Chris Crouch’s excellent book, Getting Organized, to the kit.

Ballantrae Solutions has been regularly presenting GO System workshops for the Client’s employees since spring 2005 and is currently developing a web-based version of the workshop which will allow employees at satellite offices to learn the system.


Benefits

The overall benefit to the Client supported an increase in the bottom line: once employees know how to stay on top of the information flow, they are less stressed, more focused and ultimately more productive. The Client has been able to reclaim weeks and hundreds of thousands of dollars’ worth of previously lost productivity time.

The GO System improves individual employee productivity by a minimum of 10%. Even if the system is not fully implemented, the tips and strategies presented in the workshop and in the Kit can be helpful towards managing time and workflow.


Home  Who We Serve  How We Work  What We Offer ~  Best Productivity Tools!
 About Ballantrae Solutions  The News Room  President's Bio
Client Success  ~  Representative Clients  Case Studies  Client Testimonials
The Ballantrae Approach
  Consulting Services  Training and Workshops  Public Speaking



Ballantrae Organizing Solutions
406 Suburban Drive, #124, Newark, DE  19711
Contact Us: 
info@BallantraeSolutions.com or call 302-521-6941