| Client Engagements — Corporate
Fortune 500 Financial Services Company
Need:
The company and its Diversity Resources Department looked to
assert their cutting-edge diversity program as an existing strength
in its marketing practices.
Our Solution: Moss Cairns
helped the client plan/facilitate a 2-day seminar for 125 national
leaders where APT was used to create consensus on plans to strengthen
the firm's share of the diversity market.
Fortune 500 Insurance Company
Need:
SVP and CEO needed confirmation of firm's global plan
from company's top executives. Wanted candid discussion and
visible display of consensus, so strategies could be aggressively
pursued.
Our Solution: Moss Cairns worked
with leadership team to create an interactive agenda and to moderate
3 days of dialogue using our Audience Participation Technology
(APT). Areas of tension were addressed quickly and resolved, helping
foster broad consensus on vision, principles, policies and strategies.
Newly Merged Financial Institution
Need: CEO convened top leadership for first
top management meeting since the merger to review revenue growth
and strategic initiatives, reach consensus on customer service
strategies and explore ways to leverage internal talent.
Our Solution: We helped integrate the use of APT
into all components of the meeting, so leaders could provide continuous
feedback to all 20 presenters. Real-time feedback led to vigorous,
productive discussion and plans for post-meeting actions.
Fortune 100 Financial Services Company
Need: Divisional HR leaders needed to convene meetings
for managers whose employees were undergoing major change. Managers
needed to understand critical principles of change management
and to have the opportunity to provide truly candid feedback.
Our Solution: Moss Cairns helped design an interactive
agenda for a series of meetings, including teamwork exercises
(via our game show software); client used APT to successfully
test learning and discover areas where employees needed strategic help.
"At a time when our leadership and resources are necessarily
limited by the growing complexity of community needs-locally, nationally,
internationally-you have helped us do a much better job than we would
have without you."
-Vice President of Social Responsibility, Honeywell Inc.
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Major Financial Institution
Need: The bank's private financial
services division needed to build consensus among bankers and
brokers around its vision, core values and goals; introduce its
organizational structure and new products; and share valuable
research findings about its affluent market.
Our Solution: We designed and implemented
a pre-meeting participant survey, incorporating its input into
all aspects of the meeting; provided APT to gauge participant
responses to presenters; and developed a post conference summary
for participants summarizing actions resulting from the meeting.
Global Auto Manufacturer
Need: Company wanted its summer MIS interns to
enjoy a celebration of their time but also to provide candid feedback
about its products and work environment.
Our Solution: With local partners, Moss Cairns
helped design and facilitate a version of "Who Wants to Be
a Millionaire?" In addition, we facilitated a market survey
used before and after the event to determine any changes in intern
perceptions about the company.
Global Manufacturer
Need: The company and its partners were seeking
a way to enhance the CEO's annual awards presentation. Later,
at the same tradeshow, the company wanted to replicate the focus
group research that sparks enhancements to their futuristic appliances.
Our Solution: Moss Cairns helped the company create
a "People's Choice Awards" segment to complement
the CEO awards, with the audience using APT to pick winners in
new categories. We later worked with the company to use APT to
present to the audience the research protocol used to generate
enhancements to its latest product line.
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"I would encourage any PR executive putting on an event to consider your interactive survey, which adds an element of sophistication and a quantitative look at the issues at hand."
-Associate Publisher,Phillips Business Information, Inc.
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Global Travel Company
Need: The company sought client input on a major
restructuring plan but wanted real-time feedback instead of post-launch
survey data.
Our Solution: Moss Cairns helped the client use
our APT system to roll out the plan and get real -time, anonymous
feedback over 2 days from its major clients. The event spawned
regular client events on developing issues in the travel marketplace.
Fast-growing Software Company
Need: The firm wanted to explore how to get valuable
input from users at its annual User Conference.
Our Solution: Over the 3 days of the conference,
we helped the firm integrate APT into product managers' presentations
on products, enhancements and client advisory panels, giving them
enhanced knowledge of customers' perceptions of value.
Fortune 500 Franchisor
Need: The company wanted to integrate APT into
its annual Franchisees' meeting in order to determine whether
or not the feedback they were receiving verbally from select franchisors
was representative of the group as a whole.
Our Solution: We helped the company use the technology
as an integral part of its marketing presentations and to ask
questions to bolster — and challenge — the verbal feedback
from its most outspoken operators.
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"The Managers' meeting... was a huge success... Thank you for sharing your time and expertise with us to ensure that we optimized the technology and put it to productive
use throughout our time with senior managers... It was invaluable to me to be able to gather their
thoughts, opinions and perceptions on a variety of critical issues. We could not have done
this as effectively without the technology. We received rave reviews."
-Executive Vice President, Private Financial Services, U.S. Bank
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Major Information Services Company
Need: The company wanted to emphasize the importance
of its Internet strategy with its most important audience —
its 100 most senior executives.
Our Solution: We worked with the company and its
partners to create a Game Show quiz to gauge executive knowledge
of the Internet and their current strategies. An end-of-program
assessment indicated to executives what they needed to do to get
up to speed.
Fortune 500 Manufacturer
Need: The company wanted to position itself as
an outstanding leader in its headquarters market on critical social
issues that affected its stakeholders.
Our Solution: Over a span of 15 years, we created
several broad-based collaborative projects led by our client that led to public policy recommendations and organizational changes in the areas of K-12 education, changing workforce and children in poverty.
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© 2008 Moss Cairns, Inc.