Insightful cases

Organizational Brio happens when a transformation succeeds in profoundly impacting a business, its leaders and its driving force all at once. That’s when ambitions are fulfilled and new value is created.

Here are a few emblematic insightful cases that demonstrate our boutique approach, along with appreciative testimonials of leaders who were reinvented by Brio.

Yes! We can plan a cultural transformation and measure it!

Implementing a new five-year strategic plan for a regulatory authority called for the introduction of several initiatives in order to accomplish one of the plan’s main objectives: fostering a high-performing collaborative culture in its teams.

Cultural transformations involve far-reaching changes, that takes a number of years to become ingrained. To effectively navigate this type of transformation, it is important to understand the culture’s starting point and measure its development. This task was the basis of Brio’s involvement.

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Experiencing a successful transition of the merger of State Farm Canada and Desjardins – Property and Casualty Insurance

In January 2014, the Senior Vice-President of Property and Casualty Insurance at Desjardins announced that Desjardins would acquire the Canadian operations of State Farm, one of North America’s insurance industry leaders. This acquisition made Desjardins the largest property and casualty insurance provider in Ontario, and one of the top three in Canada. The strategic, financial, and operational alliance had a major impact on both organizations’ operations, affecting the entire State Farm distribution system (the network of exclusive agents) across Canada. The transition took place over a three-year period; Brio’s mandate was to support the client during this time, from the comprehensive review phase until Desjardins operations had been fully integrated into the daily reality of State Farm employees and its agent network. The acquisition affected all functions of both organizations, including procedures, workplace culture, structures, clients, and products, and this adjustment quickly gave rise to many complex issues for the many people affected.

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An integrated and strategic approach of a well planned and executed major change at Sobeys reap all benefits… and honours

When Sobeys decided to implement SAP across Canada, 75 business processes required revision, including financial services, purchasing, merchandising, logistics, and in-store operations. After a few attempts to implement the solution for the Quebec division, Sobeys Quebec finally accepted to start a projet, the actual system having reached its full potential and needed replacement. The new solution brought about a major transformation marked by significant impacts on working methods, tools, roles and responsibilities but also on the organizational culture, both for the employees, the managers, as well as for suppliers and retailers. The project affected more than 700 employees, a number of business lines, and more than 1,000 retailers, as well as the suppliers. Sobeys called upon Brio to help prepare stakeholders for the introduction of these large-scale changes while minimizing the impact on operations.

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Choosing a participative approach to succeed in a transformation at the SAQ

Over the last few years, the Société des alcools du Québec has been undergoing a customer experience transformation with a new focus on personalization. This transformation was the impetus for the launch of the SAQ Inspire project. Staged over a three-year period, the project takes advantage of the new technologies in its branch network, allowing the SAQ’s operations to follow an omnichannel distribution model. This transformation entailed numerous changes before, during, and after the deployment phase. The SAQ appealed to Brio for accompaniment in this large-scale transformation.

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Loto-Québec supports its teams and leaders to build a long lasting capacity to change

To facilitate adopting the changes brought about by its numerous projects and to build on its internal expertise on change management, Loto-Québec was looking for a new internal approach and a robust, simple, and proven toolkit with which to navigate it. The organization had become increasingly more aware that the ability to adopt change is an important indicator of success and that well-coordinated efforts were needed between the various existing actors, including both support teams and managers. Loto-Québec enlisted Brio to design and deliver development and training programs for all of its targeted clients.

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Reinvented leaders, in their own words:

I got to experience for myself the high caliber of talent at Brio. We were in the habit of only dealing with large firms (the “Big 4”) to guide us in this type of exercise. I have to admit, the results we achieved were beyond my expectations, and it’s all thanks to the disciplined approached, professionalism and competence of our support team.

Guy Cormier, then Senior Vice-president, Branch Network & Consumer Services, Desjardins

« We’ve been working with Brio for over a year and they’re the best! They stand out because of the relevance of their interventions and the ease with which they adapt to all levels of the organization. They communicate efficiently across the board, and above all, their messages are understood and put into practice. Our new mandate is aimed at mobilizing the management team and developing management skills. Ever since Brio stepped in, we’ve been noticing major improvements and we’re now very optimistic about the results. »

Valérie Girard, Senior Advisor, Human Resources Services, RECYC-QUÉBEC

« Brio intervened in the SAQ Inspire project as a change management specialist. The organization is extremely pleased with their work and how they leveraged their solid expertise to guide managers and coordinate the process. Their commitment to a job well done, along with their capacity to adapt quickly to any environment, have contributed to the success of this project. »

Nancy Bérubé, Manager, Development and Labour Relations, SAQ

« Not only did Brio’s volunteer services re-energize our team, they also gave us the resources and strategies we needed to review our operational structure and make the necessary changes to better serve our young clientele. Without a doubt, Brio is a partner that goes above and beyond simply advising: they fully support philanthropic causes with professionalism, respect and passion. Thank you! »

Gabriel Bran Lopez, Founder and General Manager, Fusion Jeunesse

« As the person in charge of strategic thinking, I got to benefit from the sustained support of the Brio team, which proved to be highly efficient in putting together a relevant and astute knowledge base in order to articulate the strategic decisions we needed to take. The Brio team made sure that management team members got to actively participate in the process, and we succeeded in creating a team strategy, which led to better group synergy. »

Nathalie Larue, Vice-president, Business Solutions Development & Implementation, Desjardins