SUCCESS STORIES

Our company has talented people at the helm and behind the scenes who know how to move organizations and projects forward.

We don’t believe in making anyone read needlessly long or overly self-congratulatory client case studies.

We do believe in respecting the privacy of those we have helped in the past, so that they feel secure when placing their trust in us for future endeavours.

 

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WEST COAST PHILANTHROPY – A private charitable foundation is supporting our multi-year effort to explore the history and impact of West Coast philanthropy and two of its most prominent funders. Drawing on material from dozens of archives as well as h

WEST COAST PHILANTHROPY – A private charitable foundation is supporting our multi-year effort to explore the history and impact of West Coast philanthropy and two of its most prominent funders. Drawing on material from dozens of archives as well as hundreds of interviews with current and former foundation trustees, staff, and grantees, this first-of-a-kind philanthropic research project is set for public release in 2026.

NONPROFIT ANNIVERSARY – A pioneering nonprofit operating at the intersection of women’s rights, public policy, and social innovation turned 25. To mark this milestone, we produced an original anniversary report, based on rigorous research and stakeho

NONPROFIT ANNIVERSARY – A pioneering nonprofit operating at the intersection of women’s rights, public policy, and social innovation turned 25. To mark this milestone, we produced an original anniversary report, based on rigorous research and stakeholder interviews, that documented a quarter-century of impact for a wide readership, while at the same time advancing the organization's internal learning & development agenda.

IDEA EVALUATION – A professor of management practice at one of the world’s top-ranked business schools sought an independent assessment of his manuscript’s structure and content, as well as its readability for a non-specialist audience. Over the cour

IDEA EVALUATION – A professor of management practice at one of the world’s top-ranked business schools sought an independent assessment of his manuscript’s structure and content, as well as its readability for a non-specialist audience. Over the course of several rounds of editing and one-on-one author consultations, we stress-tested the study’s main arguments, enhanced the narrative flow, and identified areas for further elaboration.

STRATEGIC PLANNING – A performing arts charity was hit hard by the shutdowns during the COVID-19 pandemic and in need of revitalization. Over a period of 12 months, we led members of the board through an intensive visioning exercise that produced a n

STRATEGIC PLANNING – A performing arts charity was hit hard by the shutdowns during the COVID-19 pandemic and in need of revitalization. Over a period of 12 months, we led members of the board through an intensive visioning exercise that produced a new mission statement, a complete stakeholder map, a modern digital presence, and a fundraising strategy that cushioned against the long-term effects of the virus.

BUSINESS MODEL INNOVATION – A boutique consulting firm in the United States was eager to accelerate business growth and expand into adjacent markets by adding new specialized consulting services to its core portfolio. We built and commercialized a no

BUSINESS MODEL INNOVATION – A boutique consulting firm in the United States was eager to accelerate business growth and expand into adjacent markets by adding new specialized consulting services to its core portfolio. We built and commercialized a novel gap analysis tool that streamlined the company's production of high-quality proposals, and re-conceptualized several existing services for broader customer appeal.

CORPORATE ANNIVERSARY – A Fortune 500 bank required assistance with the design and implementation of a major anniversary campaign that aimed to elevate the international stature of this legacy institution. We carried out the research agenda, provided

CORPORATE ANNIVERSARY – A Fortune 500 bank required assistance with the design and implementation of a major anniversary campaign that aimed to elevate the international stature of this legacy institution. We carried out the research agenda, provided logistical support, trained project associates, and managed stakeholder interests, ensuring the on-time delivery of several high-profile publications and presentations.

CUSTOMIZED RESEARCH – A prestigious art museum asked one of the world’s leading scholars to contribute a chapter to a lavishly illustrated volume on prominent collectors and patrons of art in the United States. We designed and executed a research pr

CUSTOMIZED RESEARCH – A prestigious art museum asked one of the world’s leading scholars to contribute a chapter to a lavishly illustrated volume on prominent collectors and patrons of art in the United States. We designed and executed a research program, which included site visits to galleries and archival repositories, and distilled the garnered insights into a comprehensive and strictly proprietary report.

PRODUCT MARKETING – An up-and-coming software developer wanted to broadcast the advantages of their innovative business intelligence and analytics tool to selected German and English-language market and audience segments. We provided strategic commun

PRODUCT MARKETING – An up-and-coming software developer wanted to broadcast the advantages of their innovative business intelligence and analytics tool to selected German and English-language market and audience segments. We provided strategic communications and editorial advice that generated captivating marketing materials and website content, as well as articles with leading European technology magazines.

KNOWLEDGE MANAGEMENT – A former business executive turned major philanthropist wanted to discreetly explore the lessons and future uses his private and professional papers, amassed over several decades, held. We carefully appraised the quality of the

KNOWLEDGE MANAGEMENT – A former business executive turned major philanthropist wanted to discreetly explore the lessons and future uses his private and professional papers, amassed over several decades, held. We carefully appraised the quality of the records, identified and analyzed strategically important documentation, and proposed a records maintenance program and various imaginative follow-up projects.