CASE STUDIES BY JANET PLY

Businesses contact Janet when they have pressing leadership challenges. She wants to share with you a few case studies, where she outlines the “challenges”; the “solution” and the “results.” Click to read the stories.

CASE STUDY

Austin-Based
Fintech Evolves

CASE STUDY

Open Mortgage
Branches Out

CASE STUDY

Brokerage Firm Trains
Next Generation

TESTIMONIALS

Here is what people are saying about working with Janet Ply.

“The behavior changes in the workshops participants were noticeable after the first day of the workshop and have continued to only get better. I’ve seen more collaboration across teams, people taking initiative to fix problems, and the teams are more focused on delivery. We will be scheduling more workshops and coaching!”

CTO, LARGE FINANCIAL
SERVICES COMPANY

“This class pushed me out of my comfort zone and helped me become more confident in speaking up. Great class!” Technology Manager, Wealth Management Company

TECHNOLOGY MANAGER,
WEALTH MANAGEMENT COMPANY

“Janet’s delivery of the content and explaining how to apply it to our work was invaluable. She provides tools and frameworks that we can use on a regular basis to help organize and make sense of information that is overwhelming. Exercises on prioritization, goal setting, and communications were spot on.”

VP, DATA MANAGEMENT COMPANY

“Janet Ply has helped Open Mortgage through three transitions. After an acquisition we hired Janet to project manage the “One Open Mortgage” project, tasked to unify how our merged operations team worked. Janet did that and also helped the team evaluate and optimize processes. Well into that project Open lost its VP of Lending Operations and Janet stepped up to help keep ops humming along, while continuing the process optimization work. When the 2020 mortgage tsunami hit Janet helped the ops team with critical analysis and coaching to help the team handle company-record levels of business. Janet is also helping Open establish a PMO so that the team is equipped to self-manage projects going forward. Janet will gently require you to have crisp metrics, to follow them consistently, and decision against them regularly. In short, she will make you better, and she will do that without being brusque or demeaning. Janet has become a friend and I recommend her highly. ”

SCOTT GORDON, CEO, OPEN MORTGAGE

“This is the first time I have ever given a training session a perfect 100%! Every minute of every day was extremely valuable and applicable to my day to day. Thank you!”

ASSISTANT VP, FINANCIAL
SERVICES COMPANY

“I believe every employee and leader in our company should take this course. Those of us in leadership positions gained valuable skills to develop and grow ourselves and our teams. Thank you so much!”

ASSISTANT VP, TECHNOLOGY,
WEALTH MANAGEMENT COMPANY

“The course subject matter, along with relevant discussion points and examples, was expertly presented. I am leaving the class after 3 days feeling refreshed, excited, and inspired!”

AVP, PMO, FINANCIAL
SERVICES COMPANY