Case Study: OneDigital’s Financial Services division gains real-time strategic clarity with Elate

How OneDigital’s Fastest-Growing Business Unit Transformed Strategic Execution with Elate

The Financial Services division of OneDigital, a fast-growing business unit contributing over 20% of the company's revenue, faced significant challenges with its strategic execution. Using a manual 400-plus slide PowerPoint deck, the team struggled with siloed teams, overlapping initiatives, and a lack of accountability, which created confusion and leadership frustration. Seeking to move from reactive reporting to purposeful, continuous planning, Chief of Staff Lori Borden began a search for a solution, which led her to the vendor Elate.

By implementing Elate, OneDigital replaced its cumbersome slide deck with a centralized platform for strategic planning. The Elate solution provided clear visibility into team priorities, established accountability, and enabled real-time tracking. The results included saving team leads several hours per month on redundant reporting, rescoping unrealistic goals, and fostering a cultural shift where teams now prioritize together instead of in silos. Elate gave the division a reliable system of record and a new sense of focus and control over its strategic direction.

OneDigital

Lori Borden

Chief of Staff