Success Profiles

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At ExecuChart™ we have partnered with Taylor Protocols™ to provide you with the best resources available to optimize your company’s success.  Several examples of Taylor Protocols™ work are profiled below.

80/20 Protocol™ Success Profiles
Taylor Protocols™ has worked with a diverse group of client companies representing a wide range of industries, company sizes, levels of organizational development and profitability. Over the course of twenty years in more than 700 companies the 80/20 Protocol™ with the Core Values Index assessment™ as its principal information collection system, has demonstrated its ability to dramatically increase sales, reduce costs, increase retention and create highly productive teams.

Leading National Financial Planning Company
One of the nation’s leading financial planning companies acquired a site license for the Core Values 80/20 Protocol™ system. A test group of 65 Investment Executives was created, providing A-level, B-level and C-level performers. These individuals were asked to complete the Core Values Index™ (CVI™) assessment. The results were used to create an Ideal Profile™ of the top performers followed by a comparison of the CVI™ scores of entire test group against the Ideal Profile™.

The results were astounding. Although this client has historically used a social/ambition-level sales profiling system for employment pre-screening, more than 65% of the new hires made in the previous two years would have been screened out by the CVI™ Ideal Profile™.

They went from having, by their own admission, 2 A-level performers out of 33, to 21 A-level performers in just under a year’s time, with an additional 9 B-level performers. By instituting this system nationwide, 90% of failed hires will be eliminated, yielding a cost savings in excess of $100.0 million per year.

Leading Stock Investment Banking Company
One of the nation’s largest Investment Banking firms has completed an Ideal Profile™ of its Investment Executives. The Ideal Profile™ project identified two types of Investment Executives, the classical fee-based broker (now named Investment Consultants), and the classical portfolio builder (now named Portfolio Managers).

Once this categorization of Investment Executives was accomplished, the resulting two Ideal Profiles™ were compared with A, B and C level performers.

The results demonstrated:

– 100% recommended for hire of all A-level performers

– 40% low recommended for hire in the B-level performers

– 60% not recommended for hire in the B-level performers

– 100% not recommended for hire in the C and D-level performers

These results in the test group, when spread against their national and international Investment Executives of both types, show a potential staff reduction of 40% by terminating C and D-level performers. This would yield greater than $18,000,000 per year savings of direct salary costs only. By doubling the number of Investment Executives with Ideal Profiles™, this client has the potential to double the sales of the company. Their internal numbers demonstrate that the top 15% of their Investment Executives generate 85% of their gross revenues.

Sales Reorganization and Acquisition
One of the Northwest’s leading Resellers of computer technology was struggling with cash flow and too little profit. The sales department was structured around product specialists. Sales representatives were often selling different products to different parts of the same Customer Company without communication. A territorial analysis was accomplished through the installation of a Geographic Information System. This quantified each territory so a new level of professional sales staff could be hired. These new District Sales Directors were given territory and account responsibility, changing the Company from a product focus to a customer focus.

Ideal Profiles were created for the District Sales Directors and new hires were completed. After six months the Company’s sales were up 20%. Profits were up by 25%. This change in sales strategy and productivity improvement has allowed the Company to double in size while maintaining essentially the same overhead structure. Profits for this client now exceed 200% of their industry average.