MBS Consulting is routinely called upon to help in all areas of business. We’re dedicated to improving talent through custom learning and development opportunities; as well as helping your business grow through strategic, consultative engagements.
Click on our case studies to learn more about how we can help.

case studies
BUSINESS SCALE-UP CONSULTINGGrowing an Emerging Company with Scaled Expansion
BACKGROUND
A product development and engineering firm started by two colleagues was rapidly acquiring new work while also expanding their customer base. Their immediate solution was to take on two more employees to help staff project work—but they still weren’t able to keep up with additional demand. Within a short period of time, they had added another 10 employees.
PROBLEM
As business grew, the owners were faced with the challenges of going from a start-up company to an emerging business. There was limited infrastructure in place to support this growth, limited standard processes in place, and limited energy dedicated to talent development and career pathing.
SOLUTION
MBS provided consultative services in all areas of the business including:
- Mission/Vision/Value Proposition Identification
- Website Content Creation
- Business Model/Organizational Structure Modelling
- Employee Lifecycle Processes Creation Including:
- - Recruiting, Interviewing, Onboarding, Talent Development,
- - Retention Strategies, and Offboarding
- Standard Operational Procedures Documentation
- Strategic Initiative Facilitation and Horizon Planning
- Change Management Planning and Execution

BUSINESS SCALE-UP CONSULTINGFrom Ideation to Post-Ribbon Cutting Ceremony
BACKGROUND
A privately-owned organization was looking to start-up a revolutionary approach to healthcare based in both Eastern and Western medicine practices. The owner needed support in all aspects of the launch as the execution plan was in its infancy stage.
PROBLEM
The business plan and marketing research were solidified, but an execution strategy and infrastructure were yet to be built. The following needed to be determined to make this business opportunity into reality:
- How to design an optimum, high-end patient experience that delivers on its revolutionary healthcare services
- How to attract functional medicine physicians to the practice
- How to recruit, select, and onboard staff to pay off this unique value proposition
- How to market to the community and create a sustainable business
SOLUTION
MBS led a human-centered design approach to create an unparalleled patient experience and physician recruiting experience that included:
- Voice of the Customer Focus Group Facilitation
Conducted focus groups to define a revolutionary customer experience that influenced space planning considerations. - Marketing Support
Website content development, patient membership and physician recruiting brochures, health provider background and services cards, billboards, flyers, and grand opening event materials. - Recruiting / Sales
Conducted in-person sales call to physicians and other health care providers to join the business on the clinical side of services. - Onboarding
Defined a talent development process, individual development plans, and customer-facing protocols.

CHANGE MANAGEMENT CONSULTINGMid-Sized Company Buy-Out + Corresponding Change Management (West Coast)
BACKGROUND
A California-based dealership in a multi-dealer market was recently bought out and the new CEO wanted to move the business in a different direction.
PROBLEM
On this new path, the Leadership Team wanted to redefine who they were in the market while maintaining their large customer base, growing new business, and generating a larger community presence.
SOLUTION
MBS facilitated a series of strategic sessions that included redefining the organization’s:
- Value-proposition to the market
- Value proposition to their employees (especially important, given the buy-out)
- Mission, Vision, Core Values, Elevator Pitch
- SWOT analysis of their business
- Top 3 business priorities and how to cascade them down to the critical roles within the business
The outcome was a complete re-brand and re-naming of the organization, re-location of the office within the greater metropolitan area, and the implementation of a 3-year strategy to:
- Curate an exceptional customer experience
- Drive revenue profitability
- Implement a professional development strategy

CHANGE MANAGEMENT CONSULTINGMid-Sized Company Buy-Out + Corresponding Change Management (East Coast)
BACKGROUND
A Pennsylvania-based dealership in a multi-dealer market was recently purchased and the new owners wanted to improve the employee experience—while also growing the business an additional $20M over the next three years.
PROBLEM
The executive team had identified financial bogeys, but there was no direct connection to the changes required from the employees in order to make these goals a reality.
SOLUTION
MBS designed and facilitated a 2-day collaborative workshop to analyze existing HR practices and business processes, and identified the necessary changes required to achieve their new goals. Breakouts included:
- An Impact Mapping Strategy Session to connect their organizational goals to the human performance requirements needed to achieve them, as well as skillset identification where deficiencies and performance gaps exist.
- A People Strategy Session to improve the employee experience from Recruiting, Selection, Onboarding, and Talent Development.
- A Customer Experience Session to identify ways to improve the touchpoints in the customer’s buying process.
- An Efficiency Process Mapping Session that would drive out redundancies, while improving communication and handoffs between departments.

BUSINESS CONSULTINGTalent Management Practice Start-Up
BACKGROUND
A large manufacturer with a global dealer network made a strategic decision to leverage its own set of employees to become Talent Development Consultants who are dedicated to building the potential of the dealers’ employee base. The manufacturer had never made this type of investment before, but recognized it had broader and deeper access to talent management knowledge and resources— so they invested their own resources in an effort to develop dealership employees.
PROBLEM
This team didn’t know how to establish a consulting practice—from implementing a repeatable process, to creating a consulting toolkit – or how to market their services in a way that would grow demand and entice these dealers to engage. In essence, they had to act like a contracted consultant; yet the team had only ever known how to be an employee within their own company.
SOLUTION
MBS worked with the Regional Vice President to:
- Establish the value proposition to the dealer network
- Create their consulting process, protocols, and talent development toolkit
- Train the newly formed team of internal consultants
- Implement talent management solutions across the country on a contracted basis

LEARNING + DEVELOPMENTTraining Delivery Transformation + Custom-Built Learning Solutions
BACKGROUND
Prior to the pandemic, this manufacturing client had a large staff of instructional designers, facilitators, and a delivery execution team responsible for training a geographically-dispersed sales organization and their dealer network. Training delivery methods included in-person, instructor-led training session (ILTs) and virtual instructor- led training session (vILTs), as well as approximately 15 online courses per year.
PROBLEM
The pandemic had a significant impact on the team and the department was reduced to five people. The demand to onboard and train newly hired salespeople remained steady and new methods to reach these people became necessary.
SOLUTION
A new learning strategy had to happen quickly, so MBS became the preferred and only outsourced vendor to design and develop a digital, on-demand learning approach. This approach would significantly change the way the sales team consumed content—not only as it was originally learned, but also as it was repeatedly accessed during the natural flow of their sales activities.
Feedback from this group has consistently reported that “the content is easy to get to and understand,” and that they “jump into the system all the time, minutes before meeting with customers.” The salespeople are increasingly appreciative of learning within the flow of their work. Sales numbers are now higher with an indirect tie to on-demand learning to refresh product knowledge just prior to a sales engagement.
The solution included:
- An outsourced model that relies on MBS Consulting to be their only instructional design and development arm
- Effective learning strategies that are heavily embedded in Gotfredson’s Adult Learning Theory
- 150+ digital assets created each year—compared to the 15 assets created prior to this digital learning strategy
- Two exceptionally large product and sales curricula that were rolled out to internal salespeople as well as salespeople across the country and their Dealer Network
- Supporting the learning journey for over 3,000 individual LMS subscriptions

LEARNING + DEVELOPMENTSales Methodology Curriculum Design + Development
BACKGROUND
The client had financial goals to become a $2 billion company, but to do so, sales needed to increase exponentially. As a strategic initiative, the sales organization had to modernize and transition from transactional selling to a more consultative approach. This industry is highly complex and sales cycle averaged 18 months. The first step was to conduct an As-Is Assessment of the sales process to understand how well the salespeople were prepared.
PROBLEM
After focus groups were conducted, it was clear that no one person was an “exemplar” throughout the entire sales process and there was no standard approach to selling.
SOLUTION
The sales onboarding process was completely overhauled, based in best practices stemming from The Corporate Executive Board (CEB) and nationally-recognized sales researchers and authors. As such, a 12-week, scenario-based Sales Onboarding Curriculum was created that included:
- (3) fictional Fortune 500 companies that were brought through the new sales process:
- - 1 company used to teach the new consultative selling skills
- - 1 company to practice the new consultative selling skills
- - 1 company to assess/master these skills to pass the curriculum
- Consultative frameworks and tools were created to guide and lead a customer through all phases of the sales process
- Product training was designed + developed to recommend a total solution to the fictional customers

LEARNING + DEVELOPMENTCreation of a Virtual Corporate University
BACKGROUND
This client was an award-winning salesperson and certified Mindset Performance Coach who had cultivated a global presence as a Life Strategist. The client had written a manuscript and hired MBS to determine a learning strategy and implementation plan that would allow the content to be delivered to the masses— with a target to reach one million subscriptions to their virtual corporate university.
PROBLEM
The manuscript—though well written—was far too heavy for the modern learner to consume. If the content stayed in its original state, the appetite to receive this content would be far smaller than the effort needed to actually create and publish a book.
SOLUTION
Knowing that today’s modern learner prefers short, bite-sized portions of content, MBS systematically parsed the content into learning tracks that included short videos, brief audio reinforcement files, and PDF mini-lessons within the learning track. MBS also provided consultation for purchasing the most appropriate Learning Management System (LMS) to deliver content across the globe. The comprehensive solution included:
- A Digital Learning Strategy that encompassed video, audio, PDFs, and integrated points of contact between all digital assets.
- An LMS Strategy that took into consideration whether the learner would purchase the entire curriculum or single learning tracks; and the ability to register for in-person events within the LMS.
- A Marketing Strategy with the branded look and feel of a corporate university for all of the learning assets therein. This marketing strategy included a corporate logo, brand standards, and a pricing approach for purchasing the entire curriculum or single learning tracks.
