Case Study: HEAPY achieves agile, colleague-first strategic planning with Elate

HEAPY Engineers a Strategic Transformation with Elate

HEAPY, a leader in sustainable engineering design, faced a challenge with a massively complex and disconnected strategic plan that had become a static, 1000+ page document. This outdated approach was hindering team performance and was not aligned with their organizational goals of fostering a colleague-first culture. They partnered with the vendor Elate to overhaul their strategic planning process, investing in both its platform and a new internal framework.

With Elate, HEAPY implemented an agile, actionable strategic plan focused on outcomes. Supported by a strong change management process, the solution empowered teams, aligned financial goals with colleague development, and integrated strategy into daily operations. The results included more efficient, data-driven leadership meetings and a real-time view of performance, allowing for faster decisions and a stronger link between individual objectives and company-wide success.

HEAPY

Heather Elliott

Key Sponsor