“Optify ticked all of our boxes – they’re industry leaders, they’re well known, and the platform is relatively easy to use if coaches are new to the application.”
Challenge
SRE was in a period of high growth, and they were looking to support their growing coaching business with a coaching management system. In order to manage their own organizational change, SRE researched US-based coaching management systems against their own internal requirements and found Optify to be the best solution.
Solution
SRE implemented Optify as their coaching management platform. Using their existing Coaching in Context® Model and Optify’s platform, SRE was able to scale their coaching services and provide a consistent experience for every client.
As a coaching management system, Optify also enables SRE’s coaches to carry out the intake of clients and automate scheduling, notifications, and reminders for coaching sessions. It also gives them one secure, confidential portal to provide coaching progress notes and send out leadership resources to clients.
The Optify platform can scale to suit the full range of SRE coaching initiatives. Some of their projects involve five clients, while others have 100+ clients. Optify is flexible enough to scale to projects of any size.
Finally, SRE finds that Optify provides a secure, US-based platform for coaches and coachees to engage. If their customers ask for special reports or functionality, the Optify team works with SRE to provide the required functionality.
Impact
Operational:
- Optify has increased SRE’s coaching effectiveness, as coaches are scheduling sessions through the platform, viewing engagement history at a glance, and easily staying on top of each client’s progress.
- The Optify platform has also boosted their coaching efficiency. Project managers are no longer required to reach out to each coach to see how their clients are progressing. Instead, Optify gives them a single dashboard to view status and generate reports.
Financial
- Optify is a cost-effective tool that provides value to SRE and their clients.
With Optify’s support, SRE has future-proofed its coaching services; there are now no limits to the organization’s reach. To find out how Optify can help you to coach more leaders, get in touch with our team today.
“Optify gives us a nice balance of a structured, well-known solution, with a small-business feel of agility, nimbleness, and availability. It’s a nice hybrid of start-up availability and responsiveness but it feels like a stable ship.”
