“With Optify, I can tell a story about how many leaders we have served and can really drill down and figure out why people did not complete their sessions. We can see what themes stand out …or we can respond in real-time to challenges that are being presented to our coaches—without ever breaking privacy.”
Challenge:
The Partnership for Public Service, a nonprofit organization dedicated to improving government leadership, was searching for a way to expand the reach of their coaches to existing and new clients. The company faced several operational challenges in managing their coaching programs effectively:
- Resource and Branding Development
The Partnership wanted to offer a robust coaching platform aligned with its branding. However, developing such a system in-house would require thousands of hours of work, diverting resources from competing priorities.
- Data Tracking and Reporting
Extracting meaningful insights about coaching reach, engagement, and impact required manual data collection and analysis, often taking days to complete and limiting real-time decision-making.
- Coach Matching and Scheduling
Matching leaders with the right coaches and coordinating session schedules was a tedious, error-prone process. Frequent email exchanges caused delays, missed steps, and disrupted the flow of engagements.
- Financial Reconciliation
Tracking coaching finances—such as reconciling coach payments with contract values—was labor-intensive and vulnerable to inaccuracies, creating inefficiencies in operations that resulted in company-wide slowdowns.
- Feedback Collection
Survey participation rates were low, and feedback collection lacked immediacy, which impacted the ability to assess coaching effectiveness and gather actionable insights.
Solution:
To address its challenges, the Partnership for Public Service implemented Optify, the professional coaching platform that empowers teams and organizations to unlock their full potential. Optify automated the complex process of matching leaders with coaches, significantly reducing time and effort. The platform’s integrated scheduling system allowed clients to independently book sessions, eliminating the inefficiencies of email-based coordination and ensuring smoother engagement with fewer drop-offs. Additionally, Optify simplified financial reconciliation by tying coaching operations directly to payment tracking, reducing human error and saving considerable administrative time.
Optify also offered extensive customization options and powerful analytics. The Partnership branded the platform with its logo, name, and colors, creating a seamless client experience that felt like an extension of its own services. Optify’s pre-built resource library, featuring vetted articles and exercises, provided coaches and clients with valuable tools without the need for internal development. The platform’s dashboards further enhanced operations by enabling the team to gather real-time data on coaching impact and engagement within minutes, empowering data-driven storytelling and proactive service planning.
Feedback collection was another area where Optify delivered transformative results. The platform’s automated post-session survey feature increased participation rates by prompting clients for input immediately after sessions, ensuring responses were timely and relevant. This immediate feedback provided actionable insights that allowed the Partnership to continuously refine its coaching programs and better measure the overall impact of its services.
Impact:
The adoption of Optify transformed how the Partnership for Public Service managed and delivered its coaching programs:
- Operational Efficiency
Automated processes for coach matching, scheduling, and financial reconciliation saved countless hours and reduced errors, freeing up critical staff hours and enabling the Partnership to redirect energy toward their company mission.
- Enhanced Engagement
Self-service scheduling and reduced friction led to higher engagement rates and fewer client drop-offs, resulting in more meaningful coaching sessions.
- Data-Driven Insights
Access to real-time coaching data enabled impactful storytelling, better decision-making, and the ability to address emerging themes proactively.
- Improved Feedback
A dramatic increase in survey participation rates provided actionable insights, leading to continuous improvement in coaching outcomes.
- Seamless Branding
The branded platform elevated the client experience, making Optify feel like an integral part of the Partnership’s services.
- Cost and Time Savings
Leveraging Optify’s proprietary resources and branded features avoided hundreds of hours of development work, freeing up time for mission-critical activities.
- Exceptional Support
Fast, reliable customer support and AI assistance made the implementation and ongoing use of Optify seamless.
Through its partnership with Optify, the Partnership for Public Service has redefined its coaching delivery, achieving efficiency, engagement, and measurable impact while remaining focused on its mission to strengthen government leadership.
What Our Clients are Saying:
“It took us 10 minutes to gather data on coaching impact and reach for our executive team to review. Before Optify, it would take us days to figure out the data because it was all pulled manually. The Optify data was easy to read and pull into a spreadsheet. When you have access to that kind of information, WOW!”
“Implementation was a great experience. The Optify team was phenomenal when we had questions, and I usually got my answers within two to three hours.”
“The Optify resource library is fantastic! There are so many vetted and amazing resources from articles to exercises. The visioning exercises are laid out well, and clients can do them on their own time. They’re easy to track and it’s a huge help for our coaches.”
