At 10xViz, we specialize in transforming operational challenges into streamlined, scalable solutions. Our expertise with Smartsheet allows organizations to unlock new levels of efficiency and impact. We recently partnered with RAC Leadership to improve their Smartsheet solutions. As an executive leadership consultancy, RAC Leadership is driven by a mission to accelerate the development of leadership skills across industries, businesses, and functions. Having effective tools and data for comprehensive assessments of leadership strengths is essential to RAC Leadership’s success — and the success of their clients.
When RAC Leadership approached us to optimize their data management and enhance their ability to deliver high-impact leadership solutions, we saw an opportunity to help them reimagine their workflows and maximize their potential. To share this story with our community, we met with Tim Duggan and Savannah Patronete.
As an Executive Coach and Consultant at RAC Leadership, Tim works directly with clients to deliver data-driven leadership insights and solutions. Meanwhile, Savannah works behind the scenes to streamline processes and organize information as RAC Leadership’s Operations Lead. Here’s what they’ll tell you about working with the 10xViz team — and how our solutions supercharged their operations.
The challenge: Scaling bespoke leadership solutions
As a boutique consultancy, RAC Leadership prides itself on delivering unique, individualized insights to leaders and organizations. But their highly customized approach had presented challenges as they scaled, preventing them from accessing the full value of Smartsheet solutions. Here’s what they needed to solve:
- Time-intensive processes: Leadership assessments required manually updating and analyzing large datasets. This labor-intensive process consumed valuable hours that could have been allocated to higher-value tasks, such as providing customized recommendations and coaching.
- Limited scalability: Each project was highly personalized, which often involved repetitive tasks like recreating data visualizations and templates from scratch. This reliance on manual effort limited the company’s capacity to help more clients, grow its operations efficiently, and achieve RAC Leadership’s mission at scale.
- Data complexity: Static charts and manually prepared reports made it challenging to communicate actionable insights effectively to clients. The lack of real-time, dynamic visualizations hindered clients’ ability to grasp the full scope of leadership trends and opportunities at a glance.
“To do our work effectively, we need a deep understanding of organizations, their leaders, and their goals,” Tim notes. “Finding ways to streamline repeatable processes while maintaining the high level of customization our clients expect was critical. We had to manually build charts every time we received new data, which was time-consuming and prone to human errors that required even more time to review and fix in quality assurance processes. Now, we can generate the same insights in minutes, saving us hours of work.”
Our solution: Supercharging RAC leadership operations with Smartsheet
Recognizing RAC Leadership’s unique challenges, 10xViz developed a comprehensive solution leveraging Smartsheet’s advanced capabilities. From the outset, we prioritized understanding their workflows and tailoring solutions to their needs:
- Centralized data management: We developed a unified database to consolidate leadership information across projects and clients. This system streamlined the data collection process, ensuring that all relevant insights were stored in one easily accessible location. The centralized database allowed for quicker analysis, reduced redundancies, and provided a clear picture of leadership trends at both micro and macro levels.
- Advanced visualization tools: Using Smartsheet’s robust capabilities, we created custom dashboards and automated reporting features. These tools provided real-time insights into leadership data, replacing static charts with dynamic visualizations. This upgrade not only enhanced data comprehension but also empowered RAC Leadership to present their findings to clients in a more impactful and engaging way.
- User-friendly systems: We simplified complex workflows by designing tools that were intuitive and accessible to all team members, regardless of technical expertise. With minimal training, team members could utilize Smartsheet’s features to generate reports, update data, and create visualizations. This democratization of data tools ensured that the entire organization could contribute to operational efficiency and client success.
“They developed a centralized database for managing information about leaders across multiple organizations. This database allows us to analyze trends and create visualizations much more efficiently,” Savannah reports. “The system they built is so user-friendly that anyone on the team can use it, even those who don’t specialize in data visualization. So, it’s really democratized our processes, and that’s given us the flexibility to get more work done much faster than we could before.”
The results: Efficiency (and impact) at scale
The transformation was immediate and profound. Here’s how our solutions elevated RAC Leadership’s operations:
- Time savings: Automated processes reduced the time spent on repetitive tasks, freeing their team to focus on high-value work.
- Enhanced insights: Dynamic visualizations allowed their clients to better understand leadership data, leading to actionable outcomes.
- Scalability: Faster, simpler data analysis expanded team capacity and accelerated organizational growth.
- Collaboration: The new tools fostered better internal collaboration by ensuring that all team members had access to up-to-date, centralized data.
- Decision-making: Real-time reporting capabilities allowed RAC Leadership to respond quickly to client needs and adjust strategies on the fly.
- Client engagement: Enhanced visualizations improved how insights were communicated to clients, resulting in stronger engagement and better alignment with their goals.
- Talent development: Simplified tools reduced the learning curve for new team members, empowering them to contribute effectively much sooner.
“They made our priorities their priorities,” Tim shares. “I was absolutely amazed at how quickly the team at 10xViz could take our ideas, understand what we had in mind, and turn it into reality. They were experts in Smartsheet, they moved very quickly, and they were extremely easy to work with.”
Partner with 10xViz for transformational solutions and operational efficiency!
The collaboration between 10xViz and RAC Leadership exemplifies what’s possible when two organizations with shared values work together.
- Savannah told us: “The flexibility of the system reflects our commitment to bespoke solutions while ensuring cohesion across projects. It’s the perfect balance of customization and efficiency.”
- Tim added: “The tools we now have allow us to pursue more opportunities without sacrificing quality. We’re looking forward to expanding our reach, delivering even better service, and leveraging our partnership with 10xViz for additional Smartsheet solutions as we continue to grow.”
At 10xViz, we’re proud to support innovative organizations like RAC Leadership in achieving their goals. For businesses looking to streamline operations, unlock the full potential of Smartsheet, and scale their impact, make a note: 10xViz has helped countless businesses like RAC Leadership do more and work faster with Smartsheet — we can do the same for you.
Discover how 10xViz can empower your organization to scale, grow, and achieve more. And if you’re interested in partnering with RAC Leadership to empower your business leaders with insights, solutions, and guidance — start a conversation with experts like Tim and Savannah today!
