Case study

Case study

Case study

Retail Technology

Retail Technology

Slyp, Australia's 2021 Fintech of the Year and backed by all four major banks, needed to align its large leadership team and broader organisation. With ambitious investor objectives to meet, they engaged Vollardian to help restructure and get all teams working towards consistent goals. Vollardian acted as a strategic transformation partner, conducting over 35 leadership interviews and running a series of workshops. We facilitated the alignment of the company's Vision and Values, and implemented a 'Plan on a Page' and OKR framework to drive cohesion and focus.

Slyp, Australia's 2021 Fintech of the Year and backed by all four major banks, needed to align its large leadership team and broader organisation. With ambitious investor objectives to meet, they engaged Vollardian to help restructure and get all teams working towards consistent goals. Vollardian acted as a strategic transformation partner, conducting over 35 leadership interviews and running a series of workshops. We facilitated the alignment of the company's Vision and Values, and implemented a 'Plan on a Page' and OKR framework to drive cohesion and focus.

Industry

Retail Technology

Technology

Salesforce

Project Focus

Business and Strategy Transformation

Solution

Vollardian acted as a strategic transformation partner by conducting in-depth diagnostics and facilitating alignment workshops.

Key solutions implemented included:

  • Diagnosis and Alignment: Conducted over 35 interviews with the leadership team, and ran leadership workshops to align on the Company Vision and Values.

  • Strategic Framework: Developed and implemented a 'Plan on a Page' strategic document that all team members could align to.

  • Goal Setting and Cohesion: Created a cross-functional OKR framework (Objectives and Key Results) to capture cross-functional dependencies and drive cohesion toward strategic goals.

  • Broad Team Engagement: Facilitated on-site workshops with the broader team to ensure full engagement and implementation.


Results

Vollardian's strategic framework successfully aligned the organisation and enabled them to hit critical commercial targets:

  • Key Targets Achieved: The new cross-functional OKR framework enabled the team to successfully hit its strategic goals. This included hitting 100% of the smart receipts target of $500M in receipts and 3M customers.

  • Full Leadership & Team Alignment: The entire organisation was aligned on a single Company Vision, Values, and strategic 'Plan on a Page'.

  • Improved Cross-Functional Cohesion: Product team roadmaps became more effectively aligned with customer-facing teams, creating smoother internal processes.

  • Clear Strategic Framework Delivered: The 'Plan on a Page' and OKRs provided a clear, strategic structure that the business continues to use for growth.


Testimonial

"Vollardian was pivotal in aligning our entire organisation. Their 'Plan on a Page' and OKR framework gave us the focus needed to hit our ambitious investor targets"

— CEO, Slyp

Case studies

Case studies

Explore more case studies

Case studies

Explore more case studies

Manufacturing

End-to-End Commercialisation

Hubspot

First revenue generated in < 6 months

24 pitch meetings booked

Manufacturing

End-to-End Commercialisation

Hubspot

First revenue generated in < 6 months

24 pitch meetings booked

Real Estate

CRM Implementation and Sales Pipeline Growth for Corporate Transformation

Hubspot

Target pipeline achieved

100% Hubspot CRM adoption

Real Estate

CRM Implementation and Sales Pipeline Growth for Corporate Transformation

Hubspot

Target pipeline achieved

100% Hubspot CRM adoption

Retail

Post Merger Integration

SAP Signavio, Salesforce

Potential 200% ROI

Est. $150K+ in cost savings

Retail

Post Merger Integration

SAP Signavio, Salesforce

Potential 200% ROI

Est. $150K+ in cost savings

Renewable Energy

Sales Coaching & Sales Enablement

Salesforce, Confluence

Achieved 100% of revenue target

3x increase in sales activity

Renewable Energy

Sales Coaching & Sales Enablement

Salesforce, Confluence

Achieved 100% of revenue target

3x increase in sales activity

Manufacturing

End-to-End Commercialisation

Hubspot

First revenue generated in < 6 months

24 pitch meetings booked

Real Estate

CRM Implementation and Sales Pipeline Growth for Corporate Transformation

Hubspot

Target pipeline achieved

100% Hubspot CRM adoption

Retail

Post Merger Integration

SAP Signavio, Salesforce

Potential 200% ROI

Est. $150K+ in cost savings

Renewable Energy

Sales Coaching & Sales Enablement

Salesforce, Confluence

Achieved 100% of revenue target

3x increase in sales activity