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Resources & Guidance
for Critical Initiatives

High-profile change efforts too often fade and fall short, plagued by poor organization, competing priorities, slow progress and other challenges.  Our change leadership advisors can help you avoid and overcome these obstacles—with a smoother path to better outcomes.

How we support Business Transformation

Build True Alignment

Facilitate the courageous conversations needed to ensure real agreement on vision and outcomes.

Outline the Journey

Assess the true current state (what it really is, not what everyone thinks it is) and translate the vision into tangible benefits and measurable goals.

Organize the Work

Determine the right activities and working groups to deliver the changes—from diagnosis to design and execution

Anticipate and Respond to Challenges

Prevent or take action to address issues—expected and unexpected—that threaten progress, create delays or add costs.

Take on Key Tasks

Augment your team with experienced people who can conduct analyses, map processes, challenge assumptions and coordinate execution.

We serve as a partner to your leaders and teams, ensuring you make the best decisions for your initiatives, while benefiting from our extensive knowledge of what works.

Why is “Big Change” So Hard?

The easy answer:  It’s not something organizations do all the time (and if it is, that’s another problem).  More specifically, it’s because the challenges are underestimated and actions to manage them are not sufficient.

Transformational Pyramid

Some examples of where things go off the tracks:

Vision and rationale are vague, with multiple interpretations. Alignment and commitment are not as strong as they seem.
Initiatives target “routine” solutions that don’t address the real need or results. (e.g. Serial reorganization. Blanket budget cuts.)
Scale and scope are too large, adding complexity and exceeding available resources.
Leaders are not prepared for inevitable challenges. Responsibility is unclear and response is delayed, which in turn weaken confidence and commitment.
Efforts move too slowly at first, then are rushed to meet deadlines. Consequences of mistakes or design flaws are magnified.

While there’s no easy way to avoid these gaps, we rely on a model—the Transformational Pyramid—to guide development, diagnosis and execution of major change.  Weakness at any level of the Pyramid can lead to collapse of your initiative.

Success Stories: Business Transformation


Worked with executives, managers and front-line staff of a phone and data utility to develop and implement an enhanced performance measurement and management system.  The successful deployment included refined Key Performance Indicators (KPIs), updated job descriptions and evaluation criteria, and a regular annual cycle for goal-setting, assessment and individual feedback.


An established brick-and-mortar retail firm was enjoying rapid growth through its on-line sales channel. Already concerned about capacity to meet demand during the busy holiday period, those issues became a near-crisis when eStore orders more than doubled in the wake of the COVID pandemic. Completed in just four months—with close involvement of management and stall—a major redesign of processes, systems and facilities enabled successful handling of four times the peak volumes of previous seasons, with no late shipments and dramatically less stress on staff.

Human Resources

A major national transportation company needed to improve response to employee complaints and grievances. Both the firm and union agreed the process was not working, with delays, concerns about fairness, and confusion about rules. Our team coordinated an in-depth assessment across several operating centers, documenting processes, types and volume of issues, impacts on employee satisfaction, costs and other factors. Findings led to a series of changes that allowed prompt response, fewer complaints, more consistent handling and satisfactory resolution.

Manufacturing / Petrochemical

An international petrochemical company suffered major disruptions due to missed delivery times of custom-built equipment: only 16% of deliveries met the expected window. Pivotal guided a joint supplier/customer initiative to assess and improve the end-to-end process. Our consultants facilitated efforts to agree on goals and coordinate changes—from clarifying delivery date agreements to streamlining the manufacturing process. Early deliveries were eliminated through “quick win” changes, with on-time deliveries jumping 33% in just a few weeks.

Need support for a current or upcoming change initiative?