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Building a Culture of Leadership and Service Excellence in IT

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Industry

Financial Services

Summary

A Fortune 200 financial services company struggled to align its IT organization around a unified standard for service excellence. With dispersed teams and varying levels of experience, creating consistency in customer service became a priority.

TPI designed a leadership program for over 1,000 IT employees, establishing clear service standards and fostering collaboration across departments. This initiative created a lasting cultural shift that improved cross-team alignment, leadership accountability, and customer satisfaction.

Key Services

Strategy & Leadership

By creating a shared language around service excellence, we empowered our clients’ leaders and staff to deliver consistent, high-quality customer service, regardless of their previous experience or where they’re located. It’s about building a culture of accountability and connection.

Kath Marston

Service Line Manager, Technology Partners

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About our client

With over 15,000 branch offices in North America, our client focuses on helping their customers achieve their financial goals through a variety of services like investment advice and brokerage services.

Challenge

The client’s IT organization spanned multiple departments, with teams operating at varying levels of experience and maturity. Without a shared vocabulary or framework for service excellence, new hires, senior staff, and managers faced challenges delivering consistent customer service. This misalignment created inefficiencies in cross-team collaboration and inconsistencies in customer-facing standards.

To address these challenges, the client sought a partner to design a solution that would unify their approach to service excellence, enhance communication, and embed leadership accountability to sustain long-term cultural transformation.

 

Solution

TPI developed and implemented a leadership development program, "Achieving IT Service Excellence," tailored to the client’s unique needs. This initiative was delivered to over 1,000 IT employees, ensuring that all new hires completed the workshop within their first two years.

Key components of the program included:

  • Workshops providing a baseline understanding of service excellence, creating a shared standard across teams.
  • Leadership sessions emphasizing accountability, equipping managers with tools to reinforce service principles.
  • Hands-on exercises and feedback loops to adapt the program to evolving organizational needs.

This comprehensive approach ensured the client’s teams were aligned around a unified vision for service excellence while empowering leaders to model and sustain these practices.

 

Results

The leadership development initiative fundamentally transformed the client’s IT organization. By fostering a shared understanding of service excellence and equipping leaders with the tools to sustain cultural change, TPI helped the client achieve a new level of operational cohesion and customer satisfaction.

Helping this organization build a culture of service excellence across such a large IT team was rewarding. Seeing leaders and teams embrace these principles was a testament to their commitment to customer satisfaction.
 
Dan Roberts
Chief Customer Experience Officer,
Technology Partners

This cultural shift enabled more efficient cross-departmental collaboration, improved internal workflows, and ensured that employees at all levels were aligned with the organization’s service goals. The results positioned the client’s IT teams as strategic contributors to the company’s overall mission.

 

Key Outcomes

  • Strengthened Relationships: Workshops encouraged cross-departmental collaboration, fostering long-term connections for smoother project execution.
  • Unified Standards: Employees gained a shared vocabulary for service excellence, ensuring consistency across all levels.
  • Leadership Accountability: Managers reinforced service principles within their teams, embedding them into daily operations.
  • Improved Efficiency: Enhanced alignment across teams resulted in faster, more cohesive workflows.
  • Lasting Cultural Change: A sustainable framework for service excellence was established across the organization.

We drive real results with our Leadership Development expertise.