A leading data solutions provider restructured its operating model, requiring Subject Matter Experts (SMEs) to move beyond technical delivery and engage directly with clients. This strategic shift called for a rapid build-up of client-facing capabilities and an entrepreneurial mindset among technical experts.
Solution Approach
Upturn Learning Upturn Learning partnered with the organization to co-create a 12-week development program focused on building core relationship and communication skills. The program included:
- In-depth needs assessment to identify capability gaps
- Customized curriculum on client engagement, communication, and consultative selling
- Experiential learning via interactive workshops, coaching sessions, and practice labs
- Ongoing feedback and reflection to reinforce learning
Learning Outcomes
Results & Business Impact
- 40% improvement in skills such as active listening, probing, rapport building, and business communication
- 90% of participants transitioned to client-facing roles and successfully led Pod-based delivery models
- Noticeable uplift in confidence, ownership, and solution-oriented conversations with clients
