Case Study
Case Study
Case Study

Flawles Cultural Integration
in a B2B SaaS Merger

Flawles Cultural Integration
in a B2B SaaS Merger

Flawles Cultural Integration
in a B2B SaaS Merger

Industry: B2B SaaS

Size: 750 employees

Location: San Francisco

0

%↑

Increase in

Productivity

Increase in

Productivity

Increase in

Productivity

0

0

%↑

Enhancement in

Team cohesion

Enhancement in

Team cohesion

Enhancement in

Team cohesion

0

0

%↓

Reduction

in Turnover

Reduction

in Turnover

Reduction

in Turnover

About the Client

About the Client

A rapidly growing B2B SaaS company, renowned for its innovative tech that

drives sales efficiency and growth for enterprise clients.

Executive Summary

Executive Summary

This case study explores how a hypergrowth B2B SaaS company successfully navigated the complexities of a merger and acquisition (M&A) event, vastly outperforming their previous acquisition by using Instill's Culture Operating System™.

By addressing critical cultural integration challenges, the company achieved remarkable success within six months, including a

25% increase in productivity
30% enhancement in team cohesion
40% reduction in turnover

This case study highlights the transformative impact of Instill's tools and strategies during a high-stakes M&A process.

The Challenge

The Challenge

The company faced ongoing, significant challenges during M&A events, including:

Cultural Misalignment

Clashing company cultures leading to confusion and decreased productivity.

Employee Resistance to Change

Disengagement and resistance from employees, disrupting operations.

Communication Breakdowns

Ineffective communication creating uncertainty and mistrust.

Loss of Key Talent

High turnover of key employees, threatening strategic goals.

Decreased Employee Productivity

Low engagement resulting in a decline in overall productivity and profitability.

The Solution

The Solution

To address these challenges, the company implemented Instill's Culture Operating System, focusing on the following strategies:

Refreshing Values and Establishing a Purpose

The company revisited and refreshed their core values with Instill, establishing a clear and compelling purpose that resonated with all employees.

Proactive Open Communication

The company used Instill’s AI tools to

encourage open communication from

leadership from day one and tangibly

measure progress.

The company used Instill’s AI tools to encourage open communication from leadership from day one and tangibly measure progress.

Measuring Key Culture

Vital Signs

They regularly measured critical cultural

metrics such as trust, psychological safety,

and inclusion to gain insights into the health

of cultural integration.

They regularly measured critical cultural metrics such as trust, psychological safety, and inclusion to gain insights into the health of cultural integration.

Using Real-Time

Information Tools

They leveraged Instill’s AI tools to gather

real-time data on employee sentiments and cultural metrics while receiving personalized interventions from Instill on how to improve their scores.

They leveraged Instill’s AI tools to gather real-time data on employee sentiments and cultural metrics while receiving personalized interventions from Instill on how to improve their scores.

Fostering Human

Connection

They used Instill’s personality

assessments to plan meaningful activities

that built relationships and trust among

new team members.

They used Instill’s personality

assessments to plan meaningful activities that built relationships and trust among new team members.

Building Teams Intentionally

They used Instill’s hiring tools and strategies

to intentionally construct teams that blended members from.

They used Instill’s hiring tools and strategies to intentionally construct teams that blended members from.

Results and Benefits

Results and Benefits

The successful implementation of these strategies led to substantial improvements in key areas over a six-month period compared to their previous acquisition

Previous Acquisition

Without Instill

20%

20%

Cultural Misalignment
Decreased by 20% due to low engagement and morale.

60%

60%

Performance

Strategic objectives were only 60% achieved.

25%

25%

Turnover

25% turnover rate within the first six months, losing key talent.

Current Acquisition

With Instill

25%

25%

Increased Employee Productivity

The well-integrated culture boosted morale and engagement, leading to a 25% increase in productivity over six months, a 45% improvement compared to their previous acquisition.

15%

15%

Improved Collaboration

Enhanced cultural alignment fostered better collaboration and teamwork, driving a 15% increase in productivity over six months, a 35% improvement compared to their previous acquisition.

30%

30%

Enhanced Performance

The strong, cohesive culture resulted in a 30% increase in achieving strategic objectives over six months, a 50% improvement compared to their previous acquisition.

4%

4%

Reduced Turnover

Proactively addressing cultural integration reduced turnover to 4% over six months, an 84% improvement compared to their previous acquisition.

25%

25%

Stronger Brand Identity

The unified culture enhanced the company's brand identity, leading to a 25% increase in brand value and market positioning post-M&A over six months, a significant improvement over the stagnant brand value in the previous acquisition.

Client Testimonial

“Instill was a game-changer for our M&A integration. Their tools gave us real-time insights into our team dynamics and helped us tackle the cultural challenges head-on. The transparency and actionable data were unlike anything we had before. Our team felt more connected, engaged, and productive. We couldn't have achieved these results without Instill.”

– Michael, CEO

Conclusion

Conclusion

By leveraging Instill's AI-driven Culture Operating System™, the hypergrowth B2B SaaS company successfully navigated the complexities of their M&A event. The tailored strategies and real-time insights provided by Instill ensured seamless cultural integration, resulting in significant improvements in productivity, collaboration, performance, turnover, and brand identity over a six-month period compared to their previous acquisition.

If your organization is facing similar challenges, book a free culture consultation to learn more and connect with us.

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