Client Stories

We work for leaders who are successful and forward thinking. They believe in the infinite opportunity for improvement, the untapped potential of their people when everyone is engaged in solving problems together, and the benefits of trying new approaches to challenges.

Some of the great companies we have had the pleasure to work with:

Created Revenue Marketing Capabilities 

"We hired Bamboo Partners because we wanted to be more effective in providing strategic input to sales and product management. But rather than simply responding to what we thought were our problems, Bamboo Partners quickly assessed that we had deeper challenges. We needed clarity in expectations and roles and responsibilities, and we were misaligned with other functional areas.

They have such a breadth of knowledge that they were able to see what the real issues were and knew how to fix them. The plan they designed was flexible and customized perfectly to our business. With their input and facilitation, we implemented process improvement tools and mapped out expectations, roles and responsibilities, and they coached us through every step. As a result, our strategies and processes were aligned to results-oriented revenue growth goals, and our employees became more engaged in strategy decisions with sales and product management teams.

Bamboo Partners facilitated our working sessions with a high level of energy, yet were not off-putting, and communicated effectively with all levels of our organization. We also went through their Business Partnering for Impact program, which taught everyone how to become more effective at partnering with other functions. They are very practical and results-oriented. I especially appreciate that they have experience at the highest levels of some of the world’s best-run companies, yet are so approachable and affordable.

Overall, our dysfunctional behavior was corrected and we started doing a much better job in communication, planning, and resource allocation."

— Vice President, Marketing, IT outsourcing solutions company

Designed Streamlined Product Introduction Process 

"We knew we were in trouble because we hadn’t introduced any new products in two years, which was causing frustration with our distribution partners. I hired Bamboo Partners because I wanted consultants who could not only help with strategy and process but would help us get to the deeper issues causing customer dissatisfaction and internal dysfunction.

They are really good on the fly. After a quick, yet thorough assessment, they designed and facilitated a plan that was not complicated and didn’t cost a fortune, but was fast and easily understood by everyone. With their help, we created a strategy, defined roles and responsibilities, fixed our product development process, and addressed our customer issues. By the end of their engagement we had two new products launched with a full pipeline of new and enhanced products.

The best thing about Bamboo is that they are smart and experienced, yet don’t over engineer and make it too expensive or complicated."

— President, North American Division, Fortune global insurance organization

Aligned Functional Unit with Corporate Strategy 

"Our company was implementing improvement initiatives across the board, and our operations function was not keeping up with the others. In fact, I was concerned we were not capable of catching up due to the way we were structured and managed. We needed help to get out of this difficult situation, and I knew from previous experience that Bamboo Partners was the exact fit.

With their deep understanding of operations challenges and their extensive executive level experience, they helped us address our most critical issues. Just as important, their capable one-on-one interactions with our operations leadership team built trust so that we could address some tough underlying problems. We also had issues in process improvement, so Bamboo Partners utilized Six Sigma principles to guide us through those challenges, as well as helped us build a dashboard to get agreement on which areas needed improvement. Throughout the project, they coached our team on better ways to become trusted resources to others in the division, and they continued working with us to design and implement a new process-based organizational structure.

Instead of fancy consulting stuff like “we are moving from this model to this model” and taking a lot of time telling us about their models, they pushed us to answer tough questions and listened very well. They assessed our pain points quickly and pragmatically and are really good at advising and facilitating. Bamboo Partners really 'gets' business."

— Vice President, Operations, U.S. property and casualty insurer

Improved New Client Onboarding Process 

"Our overall implementation process to bring on new clients was sluggish. After listening to multiple people on our team, Bamboo Partners quickly articulated common themes and challenges for our new client onboarding process. They identified the issues and then helped execute a new process in a very short amount of time.

Utilizing a third party without a vested interest was instrumental in helping us discover new ways of doing things. They helped us organize a team around scope, objectives, and success criteria, and then conducted the work and process flow mapping with our team in a way that was effective, yet not threatening. Since Bamboo Partners has worked for and with large organizations, they are familiar with industry best practices, and integrate them to drive towards an expedient result. Their process is efficient, replicable, and adaptable.

I have used Bamboo Partners for several projects and have been challenged (in a good way) each time. Personally, they are very easy to work with – even add a little bit of fun – and the results have been outstanding and sustainable."

— Business Unit General Manager, Fortune 500 financial services company

Designed a Strategy from a Blank Canvas 

"Within the first year of a new role with my longtime employer, I needed to lead my team to develop a three-year strategy to hit stated business goals. Bamboo Partners was retained to help create a process and facilitate a team to create that strategy.

They started with developing an agenda, timeframe, and process for the key stakeholders. Because they got our business quickly, they could digest a lot of information, synthesize it and communicate to the team very concisely. They were able to ask thought-provoking, direct questions that only a facilitator could ask. Bamboo Partners took the entire process off my plate (including meeting notices, agendas, progress reports and facilitation) so I could focus on additional tasks. I had complete confidence in them and their skilled facilitation.

My experience in the strategy space would have me look no further than to work with them. With Bamboo Partners, it’s a blank canvas – they design a program to get you where you want to go."

— Senior Vice President, global services company

Accelerated Change Across 150 Field Offices 

"We weren’t getting the business results we desired from implementing a major change in our technology, and I knew we needed help with getting our people to change and be better business partners across divisions. We have people across the U.S. and Canada, and it’s difficult to get everyone working together on a common goal. We didn’t know if our people needed more training, or if they didn’t understand the change, or if the organizational structure was wrong.

Bamboo Partners began by assessing our unique situation and then they facilitated small group workshops to create a playbook of processes, steps, and tools to use on projects consistently. They didn’t create the plan themselves, but listened to us and helped us pick and choose from different change management methodologies to design a simple method that fit our culture.

Not everybody is able to keep it simple, but Bamboo Partners has such broad knowledge of change methodologies that they are able to be flexible, pragmatic, and practical. They are good at asking the right questions that gave us the right answers. At the end of the project, they coached us on how to execute our change across all our field locations. They are true partners; they spent the time to get to know our culture and us and put a solution together that works for us."

— CFO, manufacturing and services company

Built an Enterprise Mindset 

"When we engaged Bamboo Partners, our company was combining eight disparate shared services under one business operation umbrella. We were bringing together teams that had very different leaders to form one unit under one leader. With this huge structural change, we had to drive a common purpose.

Bamboo Partners came in with creative ideas on how we could change the mindset we had been trying to budge. They were strategic on multiple levels; they also had specific training frameworks that were adaptable right down to the individual. They were creative, intuitive and brought an emotional intelligence to the engagement. They had their own personal experience to rely on as well as several different resources to draw on. They are not a consulting firm that does just one thing – they can flex it.

Their success was measureable; we had an 11% improvement in partner satisfaction over 18 months. Also we’ve been asked to share our success in national best practice forums. As important as these results are, even better is that people are sharing experiences about keeping the new mindset alive in their daily functions."

— Director of Strategic Projects, global intelligent information and solutions company

Raised Level of Strategic Leadership 

"We were on a mission to raise our strategic game and were looking for ways to give our leadership team the confidence and skills they needed to lead at a higher strategic level and deliver more value. We brought in Bamboo Partners to provide us these skills and techniques with their Business Partnering for Impact program. Our leadership team is now using these skills daily so we can improve the level of strategic advice they are giving, and they now feel equipped to lead in new ways.

They have a great ability to turn a one-day workshop into a very interactive, thought provoking, and inspiring session. Sometimes these things are a bit stodgy, but their facilitation kept it fresh throughout. The day flew by because it was engaging and the pace was good. They challenged us to think differently, and they spoke in our terms. They seemed to really understand our roles and what we were trying to accomplish, so the time was well spent.

We have already called Bamboo Partners back to cascade this approach down to more teams in our company. I’ve now done this program three times with three different groups, and it never got boring. There is a lot of impressive information for people to improve themselves. They provided great insight and self-awareness, and helped us function better overall. My team talks daily about what we learned from Bamboo Partners."

— Vice President, Corporate Affairs, Fortune 500 Silicon Valley technology manufacturer & service provider