Case Studies
Discover a variety of case studies, crafted by our interdisciplinary thought leaders. Delve into best practices and visionary explorations of the future to learn how they can positively impact your business.
Revitalizing Strategy: A Path to Transformative Growth
How corporate strategy alignment and organizational transformation drove measurable growth for a mid-market enterprise navigating a competitive landscape.
Read Case Study →Mastering Efficiency: The Power of a Digital Playbook
A PE-backed services company was acquiring rapidly but had no operational playbook to absorb the growth. Cadre built the digital field manual, stood up a Center of Excellence to own it, and drove a 7–9% Gross Profit improvement across operations.
Read Case Study →Steering Success: Project Management Excellence for Innovation
Two companies, mismatched PM cultures, and an ambitious joint venture. Cadre introduced Smartsheet workflows, a structured communication framework, and direct coaching to build the operating discipline that held the initiative together — and delivered a clear outcome when the stakes were highest.
Read Case Study →Smartsheet Mastery: Elevating Project Management to New Heights
Specialized platform expertise and implementation transformed how a growing company tracks, manages, and reports on its entire project portfolio.
Read Case Study →Restructuring from the Inside Out: A Marketing Organization Transformation
A VP of Marketing needed more than a hunch to act. Cadre ran anonymous VOE interviews, two surveys, a full-day working session, and built the empirical case for new roles — then stayed on four months to see it through.
Read Case Study →Building a Strategic Operating System: Corporate Strategy Design and Implementation
Cadre built a seven-pillar strategic operating system end to end — from Mission and Vision through Quarterly Review Cadence — transforming informal direction and siloed execution into real-time visibility and governance built to last.
Read Case Study →From Anecdote to Action: Voice of Customer for a Technician Workforce
Cadre replaced leadership anecdote with statistically rigorous VOC research — surveying 800 technicians to deliver the confident, actionable insights a billion-dollar services division needed to solve its attraction and retention crisis.
Read Case Study →Turning a Sales Summit Into a Turning Point
Cadre helped a newly reorganized sales division of 80 use their annual summit to replace field rumor with real data, process significant change, and leave aligned as a team.
Read Case Study →Speed to Value: Designing and Launching an Enterprise BPI Office
A $1.2B MEP contractor had tried Lean before and had nothing to show for it. Cadre built the governance, ran the assessment, qualified the initiatives, and handed off a functioning BPI office to a Director hire in seven months — with $1.5M in year-one savings.
Read Case Study →From $750K to $140K: Lean Transformation of a Timekeeping Process
A six-week Lean Six Sigma engagement eliminated $610,000 in annual waste from a $700M construction division's timekeeping process — without burdening the organization.
Read Case Study →Elevating Project Portfolio Management: Optimizing Operational Execution and Visibility
Cadre transformed Smartsheet into a strategic operating layer for a home health consulting firm — consolidating portfolio visibility, eliminating ERP dependency, and giving leadership live financial and project health metrics in a single view.
Read Case Study →From Tribal Knowledge to Institutional Clarity: Building a Center of Excellence
A growing home health organization had five departments running on undocumented, individual knowledge. In two months, Cadre mapped the business end to end and stood up a SharePoint Center of Excellence that gave leadership a single source of truth.
Read Case Study →From Noise to Signal: Rebuilding Change Governance and Communication for a PE-Backed Business Services Enterprise
Field operators at a $400M business services company were receiving 300-400 emails a day and missing most of it. Cadre ran VOC research with 98 field and sales leaders, stood up a governing COE, and restructured communications so directives actually reached the people who needed them.
Read Case Study →From Concept to Commercialization: Product Development Leadership for an Automotive Aftermarket Innovator
An $8B automotive aftermarket leader had the vision for an innovative diagnostic tool but no internal product development experience. Cadre closed the gap — running the gap analysis, structuring the cross-functional team, and building the commercialization plan and critical path to get it to market.
Read Case Study →The Right Answer Was No: Market Entry Analysis and Strategic Pivot for an Automotive Tools Manufacturer
A 35-year automotive tools leader with 70% OEM market share needed a confident Go/No-Go decision on a new product category. Cadre's rigorous analysis said No — and the adjacent opportunities it surfaced launched a multi-year growth strategy instead.
Read Case Study →Boots on the Ground: Expedited Product Launch for an Automotive Aftermarket Leader
A supply chain disruption. A departed product owner. A tight deadline. Cadre had personnel on the ground within two weeks, developed and launched a complementary diagnostic tool on time, and handed off cleanly to the incoming product manager.
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