T6 Group has had the pleasure of working with a wide range of clients in a variety of industries. These include organizations ranging from $5M to $100B. Industry experience includes IT, telecom, manufacturing, healthcare, finance, insurance and services businesses. Some of their stories and comments are provided below.
Boutique Financial & IT Services Consulting Firm
Client was moving their office, changing telecom/phone providers and implementing a new company wide software solution.
T6 Group managed the strategic and tactical pieces of each of these projects. These included drafting a cabling RFP, soliciting the responses and working with the chosen vendor to implement the solution in record time. T6 Group worked with the telecom providers to get the new system installed, cut over and establish the new troubleshooting procedures and documentation.
The largest part of the project was the move to new companywide software. T6 Group worked with the current and future vendors, established the process for data mapping, wrote test scripts for all levels of employees to ensure functionality, drafted training to bridge the current system to the new system and created a “Day 1” set of documents for all current and future employees.
Successful cutovers of telephone system, website move and new software.
Training completed of all employees for smooth Day 1, week 1 of new software.
Troubleshooting procedures documented and shared across the organization.
Effectively worked with all levels of staff to address their needs.
“Tracy did an excellent job of adjusting to our changing needs. She managed to ensure that we stayed true to our strategic objectives but didn’t hesitate to get “in-the-weeds” when we needed the help. Tracy has an impressive breadth of knowledge but doesn’t hesitate to reach out to her expansive network when needed. Additionally, her ability to communicate and work with all levels of our staff was invaluable in working through the process changes and new implementations.” Jason Skidmore, CEO
Custom Design Benefits
Third Party Administrator
Client was planning for double-digit growth and needed to ensure they were in a position to respond effectively with an upgraded CRM Tool and updated processes.
T6 Group conducted workshops, one on one interviews with client personnel, conducted independent research and worked with a pre-selected CRM vendor. Key team members including Sales, Account Management, Executive Management and Operations were involved in Work Sessions and interviews.
Sales Process Redefined: T6 group established a defined Sales Process and common terminology across the organization. This resulted in the ability to capture key data elements used to help manage the business more effectively while keeping the process simple.
Process Improvement/Documentation: T6 Group reviewed and refined sales and operational processes to accommodate significant growth. Processes were documented and provided to the CRM vendor to integrate into the Business Process Management (BPM) solution.
Increased Revenue: This work combined with a reenergized sales team led to 20%+ growth in the following year.