Case Study: Baird achieves near-instant company-wide emergency notification and improved business continuity with xMatters

Baird - Customer Case Study

Robert W. Baird is an employee‑owned wealth management firm with more than 100 offices, 3,200 employees and over $152 billion in assets. When Pamela Volk became Business Continuity Manager in 2010, the firm lacked a working business continuity system: a purchased mass‑notification tool was never implemented and only about 30% of staff contact information was in the system, leaving a global workforce hard to reach in an incident.

Baird implemented xMatters, added automated weekly contact updates from PeopleSoft, and built a small BC team with a 50‑person departmental network to run prioritized notifications. The platform now drives regular exercises (including a full building evacuation), boosted participation to nearly 100%, and cut notification time from about three hours to just minutes.

Baird

Pamela Volk

Senior Vice President and Business Continuity Manager