2016 winner: OxfordSM - Engagement - case study

2016 winner: OxfordSM - Engagement

Like most marketing consultants, we’ve always put 99% of our skills and energy into meeting the needs of our clients. Although proud of our growth and success, we were beginning to take each other for granted. And despite working extensively in healthcare and social marketing, we weren’t focused enough on our own resilience.

This is the story of how we actually applied our consulting skills to our own business, in order to make sure we were fit for our own future.

The challenge
OxfordSM has been operating for 25 years, working virtually (all consultants are home-based) and constantly expanding our team and the type and scale of work we undertake. Facing a competitive situation for the best staff, as well as the challenge of continuously winning great clients, we felt we needed to re-establish what we stood for. And then we faced a very sad situation – a colleague took her own life – which made us think deeply about mental health, resilience, and the need to support each other.

What we did
Reviewed and defined our values – what matters to us?
Learned more about mental health and actively built up a resilience model
Created a balanced set of measures of success for us and our clients

The results
Happy people
Happy clients
Happy accountants (the business grew)


To register your interest or to find out how to enter the next Excellence Awards visit our Awards site.

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(Please note: parts of this case study may have been redacted for confidentiality purposes.)


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