
“The simplicity and consistency of the platform design make it so much easier to onboard and support our users. It’s intuitive, user-friendly, and helps us scale effortlessly.”
Challange
The Center for Creative Leadership (CCL), a globally recognized provider of leadership development solutions, faced a significant challenge in scaling their enterprise coaching programs. Their existing platform was antiquated, leading to manual, time-consuming processes across finance, operations, sales, and research functions. CCL needed a modern, streamlined solution to enhance efficiency, provide greater transparency into coaching engagements, and deliver a consistent experience across their global client base. Additionally, they sought a partner who shared their coaching philosophy, valued confidentiality, and was open to collaboration and feedback.
Solution
Optify collaborated with IMS to integrate its platform and expert coaching services into a structured, 90-day New Manager PrAfter evaluating 15 potential providers, CCL chose Optify for its simplicity, ease of use, and alignment with their coaching philosophy. Optify’s intuitive platform enabled CCL to:
- Streamline Operations: The platform integrated key functions such as scheduling, finance tracking, and operational management, reducing manual efforts and improving efficiency.
- Enhance Transparency: Optify’s dashboards provided real-time insights into coaching engagements, allowing stakeholders to track progress, identify gaps, and ensure timely interventions.
- Foster Collaboration: Optify’s team worked closely with CCL, actively listening to feedback and enhancing the platform to meet specific needs. Their collaborative approach made them feel like an extension of the CCL team.
- Simplify User Experience: The platform’s consistent design across roles made onboarding and support more efficient, ensuring a seamless transition for coaches, clients, and internal staff.
CCL appreciated Optify’s customer-centric approach, noting their responsiveness and dedication to understanding CCL’s unique business needs
Impact
With Optify, CCL has successfully transitioned to a tech-enabled coaching model, positioning them for sustainable growth and innovation in leadership development. Implementing Optify’s platform has had a transformative impact on CCL’s coaching operations, with key benefits including:
- Increased Efficiency: Automation and streamlined workflows reduced administrative burdens across all functional teams, enabling them to focus on strategic initiatives.
- Improved Client Experience: Participants gained a centralized hub to track coaching hours, session details, and goals, enhancing engagement and clarity.
- Scalability: CCL can now easily accommodate large-scale coaching programs with confidence and consistency.
- Data-Driven Insights: The platform’s robust reporting capabilities empower CCL to measure ROI, track engagement metrics, and continuously improve their offerings.
Looking ahead, CCL plans to expand the use of Optify across all coaching engagements, further embedding technology into their coaching strategy. The partnership has also opened new opportunities for collaboration, including potential co-presentations at industry conferences and content co-development.