Simpli5 Case Studies

Real Organizations.
Measurable Results.

See how teams across healthcare, technology, finance, education, and more have transformed the way they communicate, collaborate, and perform — with the 5 Dynamics framework at the center.

Healthcare
Large Academic Health System · 5 Years
Transforming Team Dynamics in a Large Physician Network

A large academic health system partnered with Simpli5 over five years to transform how its physician network communicated and collaborated — moving from dysfunction and disengagement to measurable clinical and cultural outcomes.

34→79th
Staff survey percentile
+12.9 pts
Self-awareness score
Clinical quality measures
Physician Leadership Team
Large Academic Health System
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Technology
Leading Technology Firm · Teaming
Transforming Team Performance with AI-Powered Coaching

A leading technology firm stopped relying on generic, one-time coaching and built a leadership development system powered by behavioral intelligence and SenSai AI — one that evolves with their teams every day.

↑ Engagement
Job satisfaction improved
Faster
Reduced bottlenecks & delays
Daily
AI coaching adapts in real time
Engineering & Product Teams
Leading Technology Firm
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Development
Fortune 100 Company · Project Management
One Simple Change. Millions of Dollars Saved.

A Fortune 100 company was losing millions every year — not from poor strategy, but from a recurring breakdown in its project process. Executive sponsors kept rejoining late and redirecting work already underway, triggering costly restarts. One shared language framework changed the entire dynamic.

Millions $
Saved in eliminated rework costs
Fortune 100
Enterprise-scale deployment
1 Training
Single workshop to launch the shift
Executive & Project Teams
Fortune 100 Company
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Nonprofit · Healthcare
Alaska Native Health System · Care Teams
Care Teams Transformed in 93 Minutes Flat

Interdisciplinary care teams — providers, nurses, medical assistants, and admin staff — needed to collaborate seamlessly to deliver a patient-centered care model. The solution had to be immediately applicable without pulling staff away from patients for more than a single 90-minute session.

93 min
Total time to team transformation
60,000+
Patients served annually
Baldrige
National award for excellence
Integrated Care Teams
Nonprofit Health Care Organization
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Finance
Multinational Financial Institution · Compliance & Legal
A Fractured Compliance Team, Rebuilt in One Day

A 13-person compliance legal team had quietly split into two opposing factions — spread across four time zones, some members had stopped speaking entirely. The team lead had been pushing communication initiatives for months with zero results. An anonymous assessment finally revealed what she couldn't see.

6 months
Of silence ended in one session
2 factions
Merged into one collaborating team
Next step
General counsel invited Simpli5 in
Executive Director
Multinational Financial Institution
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Healthcare · M&A
Three Healthcare Organizations · Merger Leadership
The Three-Way Merger That Almost Collapsed

A three-way healthcare merger came within days of falling apart — one orthopedic group walked out the week before closing, citing the multi-specialty leadership's behavior. Neither side understood that the conflict was rooted in energy style differences, not bad intent.

3 orgs
Successfully merged into one
Re-engaged
Both orgs returned to the table
Ongoing
5 Dynamics guides post-merger team
Cross-Organizational Leadership
Three-Way Healthcare Merger
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Consumer Goods
International Family-Owned Winery · Leadership Development
Best High-Potential Program in 15 Years

An internationally renowned winery had run the same High Potential Managers program for 15 years — and teams kept arriving at final presentations underprepared and disjointed. Building consensus under a six-month deadline was a consistent struggle. The program director needed one change that would accelerate team formation from day one.

15 years
This cohort was the best ever
4 Energies
Balanced in every team from day one
1 change
Only variable the director changed
Program Director
International Family-Owned Winery
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Pharmaceuticals
Global Pharmaceutical Company · Clinical Development
Faster Drug Approvals Through Team Accountability

A global pharma company restructured clinical teams into a matrix model to speed up approvals — but instead created accountability vacuums. Individuals were serving on three to six teams simultaneously, making it easy to deflect responsibility. In a heavily regulated environment, this was directly delaying approvals.

3 months
To a measurable shift in accountability
Fastest
Approval progress in entire division
Division-wide
Adoption spread from one team's results
Clinical Development Team
Global Pharmaceutical Company
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Education
Top-5 U.S. Business School · MBA Program
Leadership Self-Awareness from Day One of MBA

First-year MBA students were constantly forming new cross-national teams expected to perform immediately on high-stakes corporate projects — with no shared framework to speed things up. Team formation was slow and leadership potential was being underutilized during the exact weeks when collaboration patterns get set.

4.78/5
Course rating — major improvement
450
MBA students assessed & coached
85
Corporate work-study projects supported
Executive Skills Program
Top-5 U.S. Business School
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Technology
International Software Alliance · Product Development
The Team That Had Never Shipped — Until Now

An international software alliance had never once delivered a completed project. Ideas were strong, vision was shared, but work stalled in endless ideation loops and never reached execution. Nobody realized the root cause — the management team was collectively over-indexed in Explore and Excite, with Examine energy almost entirely absent.

First Ever
Completed projects in org history
Voluntary
Departures — clarity about fit, not conflict
Examine
The missing energy that unlocked execution
Founding Management Team
International Software Alliance
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Education · Nonprofit
Nonprofit Education Organization · Community College
At-Risk Students, 66% More Likely to Enroll Full-Time

Community colleges serving underprepared students were failing to retain and advance them — traditional remediation addressed academic gaps but ignored self-efficacy, teamwork, and interpersonal skills. Students needed a whole-person framework that could actually change outcomes, not just supplement coursework.

66%
More likely to enroll full-time
80%
Said program made them likely to graduate
5,000+
Students across 60+ institutions
Academy for College Excellence
NSF-Funded Education Program
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Startup
High-Production Startup · Content & Marketing
Two People. One Complete Team.

A resource-constrained startup needed just two people to cover all sales, marketing, training, and web content — but the two individuals hired had nearly opposite working styles. What should have been complementary felt like constant friction. The real problem wasn't attitude — it was invisible energy differences neither person could name.

2 people
Covering a full 4-phase project cycle
1 year+
Still collaborating and producing
Full cycle
No gaps in combined energy coverage
Content & Marketing Team
Early-Stage Startup
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Consulting
Small Consulting Firm · Business Development
A Strategic Deal Closed in 60 Seconds

A small consulting firm was one meeting away from closing a major strategic alliance — and losing it in real time. The CEO of the prospective partner was visibly checking out mid-presentation. The pitch was rich in context and background, exactly wrong for how he was wired to receive information.

60 sec
From near-failure to a closed deal
1 report
Learning Preferences insight used
Months
Of relationship-building protected
Consultants
Small Strategic Consulting Firm
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Technology
Industry-Leading Software Company · High-Potential Leadership
The Promotion He Didn't Get Changed His Career

Jason had spent months preparing for a promotion to senior management — and was passed over. He interpreted it as a judgment on his ability, quietly disengaged, and started updating his resume. He had no framework to understand why the role he'd been chasing might actually be wrong for how he was wired.

Months
Of disengagement resolved in one afternoon
1 session
Reframed his entire career trajectory
Retained
Thriving as Chief Architect & Visionary
High-Potential Program Participant
Industry-Leading Software Company
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Consumer Goods
Global Beverage Company · Senior HR Leadership
Opposite Styles, Two Promotions, Six Months

Two senior HR executives at a global beverage company were brought in to lead core functions together — and were almost immediately at odds. Their opposite working styles amplified every friction point under a heavy workload. They had tried every tool and framework they knew and nothing was sticking.

2 min
Assessment that unlocked the relationship
6 months
To promotion — for both executives
Best in career
How both described the partnership
Senior HR Executives
Global Beverage Producer/Distributor
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