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"As an IT manager, my team and the bank at large depend on me to deliver in a dynamic environment filled with information and priorities. I am not only more productive in the true sense of the word at work, but I also have greater balance in my personal life as well. Thank you McGhee for an integrated management system!"

-- Manager, Major Financial Institution.

Case Study: Microsoft Corporation

Client Scenario:
An overwhelming volume of internal e-mail was compromising productivity in a department at Microsoft. Many messages did not communicate a clear purpose or a required action. The problem was compounded by other challenges common to fast-paced, technically astute environments. These included:
  • Too many interruptions in the hallway affecting the work day
  • An increase in burnout due to work-life imbalances
  • Staff frustrations rising from project overload due to not knowing how to say "no"
  • Employees and groups being reactive, not proactive, in terms of key objectives
  • Too much information was stored in and flowing from too many places
Additionally, each individual was responsible for learning the features and functions of the technological tools available, but not within the context of their most effective use.

Our Solution:
The McGhee productivity solution was to work first with the Vice President of the department. He found tremendous value in his Executive Personal Information Management one-on-one coaching session and wanted to share the approach with his directs. Each of his directs then worked with MPS in a Senior Personal Information Management one-on-one session. All reported they were pleased with the results. MPS was then invited back for group sessions with second and third-tier managers and their divisional staff.

From this work, we were referred into other divisions of Microsoft, including Sales, Marketing, MS Press, Learning and Development, and others. We were later referred into the Training & Development division, where we offered open Managing Action and Plans seminars for all MS employees. During our 12 years of work with Microsoft, at least 20,000 employees have participated in our program. We have, through more personalized work, built solutions around organization roles and have worked with complete work teams to define protocols for more effective communications.

Results:
Using the MPS methods and protocols, Microsoft staff have been able to:
  • Reduce the volume of e-mail
  • Reduce the number of e-mails in their inboxes
  • Reduce the number of interruptions
  • Better track delegated tasks for their teams
  • Focus more proactively on their individual and group objectives
  • More effectively use Outlook as an integrated management system
  • Achieve greater work-life balance
  • Centralize all their information into one system


Case Study: Financial Institution

Client Scenario:
One division of a leading financial institution contacted us for help with two major—and not uncommon—productivity concerns. First, they were attending too many meetings not related to their objectives. Second, e-mail was fast becoming the primary method for communication. The latter resulted in many users receiving 250 e-mail or more e-mail messages per day without knowing how to process this much volume. Together, the meeting and mail issues left staff with less time to think strategically and to be proactive in their planning for individual objectives. Moreover, these individuals recognized their need to:
  • Learn how to lead more and manage less
  • Delegate more and find effective systems to track delegations
  • Use their administrators more effectively
  • Move away from paper to 100% digital systems
  • Use Microsoft Office Outlook more effectively
Our Solution:
The McGhee productivity solution was to introduce our methods and protocols at the division's top level through an Executive Personal Information Management one-on-one session. The executive implemented the processes and evaluated how the increase in effectiveness could help the division. After working with MPS on a productivity assessment, each of his directs worked with MPS in one-on-one sessions, as well. Again, the results were impressive. This led to our being brought in for group sessions with second and third-tier managers and staff of their respective divisions.

Since then, we have developed programs for the Training & Development division that enable all Financial Institution employees to enroll in Managing Objectives, Actions and Plans seminars. Additionally, we have built solutions around organization roles and continue our work to define protocols for more effective communications, both internally and externally.

Results:
This financial institution has been able to improve productivity in many areas through more effective and meaningful communications. Additionally, participants feel they are much more focused on the tasks essential to their objectives. Through pre-session and post-session surveys and interviews we have achieved the following results:
  • 32% reduction in the time spent on e-mail
  • Over 80% reduction in the number of e-mails in the inbox
  • 33% reduction in time looking for information
  • Dramatic increase in the utilization of the Tasks and Categories in Outlook
  • Reduced the volume of e-mail, both sent and received
  • Reduced the number of interruptions between team members
  • Better preparation for staff and one-on-one meetings
  • Centralized all their information into one system

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