Alliance Cases

The implicit understanding among Alliance members is that, in exchange for their willingness to share their own experience and knowledge, they gain access to the extraordinary collective wisdom of the Alliance community of CEOs. Our members do amazing things and we've been collecting some of their "lessons learned" in Case Studies that preserve and highlight the wealth of knowledge in our membership. We also interview our members from time to time on matters of interest, and you'll find their thoughts here as well.

To see only cases for a certain category, choose one from the following list:

Going ‘Live’ - Running a Business in Real-Time
October 03, 2018

With the increasing speed at which technology is fueling change, running a real-time business can be a huge difference maker. But as Alliance members Chris Beall of ConnectAndSell, Victor Chapela of Suggestic, Yvonne Linney of Transcriptic, Dennis O’Malley of Caliva, Rodney Pearlman of the Bluefield Project and Jack Peurach of Ekso Bionics can attest, theory and practice are two different things. One thing is certain, running a business in real-time can lead to incredible breakthroughs and achievements, but it also comes with a heavy set of challenges.

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Case categories include: Leadership   Operations   Sales   Strategy & Planning   Technology   Trends   

What is Good Strategy?
June 05, 2018

The key to creating good strategy is understanding that the world is constantly changing and that markets evolve in both predictable and unpredictable ways. To succeed, leaders must continuously review their current situations, challenge their assumptions and, when appropriate, be willing to change their strategic direction. In this article, Alliance Founder & CEO, Paul Witkay, reflects on his own indoctrination into corporate strategy in the late 1980s while working for Air Liquide America, and notes similarities mentioned by Richard Rumelt in his book, Good Strategy/Bad Strategy.

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Case categories include: Strategy & Planning   

Preparing for the Next Wave in Data Privacy
June 01, 2018

Alliance members Ian Cohen of Experian Consumer Services, Himanshu Dwivedi of Data Theorem, Ted Elliott of Jobscience, Ju-kay Kwek of Switchboard Software, Ersin Uzun of Palo Alto Research Center (PARC), and Christy Wyatt of Dtex Systems, discuss the sweeping new Data Privacy and GDPR rules taking effect, and how organizations should reconsider the ‘what, where and why’ behind their data practices.

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Case categories include: Finance   Human Resources   International Business   Marketing   Operations   Sales   Strategy & Planning   Technology   Trends   

Building Community in the Age of Exponential Change
March 23, 2018

Healthy communities of the future will need to not only foster trust but also life-long learning, as well as be socially and economically inclusive. Here, Alliance Founder & CEO Paul Witkay, shares his learnings from Thomas Friedman’s latest book, Thank You for Being Late: An Optimist’s Guide to Thriving in the Age of Accelerations, and the value of local communities providing a solid foundation to help people adapt to inevitable progress.

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Case categories include: Leadership   Trends   

Tom Siebel, Chairman & CEO, C3 IoT

Tom Siebel: CEOs Must Take the Tech Reins
February 09, 2018

In an exclusive interview with the Alliance of Chief Executives, Tom Siebel, Chairman & CEO, C3 IoT, says a major “extinction event” is under way in the form of a multi-layered digital transformation that will crush organizations that aren’t prepared to survive. The technologies driving this transformation include cloud computing, big data, social media, artificial intelligence (AI) and the Internet of Things (IoT). And every CEO should understand them all.

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Case categories include: Leadership   Technology   Trends   

How Anyone Can Achieve Breakthrough Thinking
October 20, 2017

While the world is changing at an exponential rate of speed as industry after industry is being transformed, most CEOs are either seeking breakthrough ideas that will disrupt back, or are in fear of falling behind – or both. Here, Alliance Founder & CEO Paul Witkay shares four types of breakthroughs as learned from Olivia Fox Cabane and Judah Pollack’s latest book, The Net and the Butterfly: The Art and Practice of Breakthrough Thinking. The authors describe not only their findings based on neuroscience, but also provide practical tools one can use to increase the probability for creating breakthrough ideas.

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Case categories include: Entrepreneurship   Executive Development   Leadership   

The CEO Answers to Everyone, but How?
October 13, 2017

Accountability for CEOs can range widely depending on the structure, size, ownership and stage of the business. But the bottom line is that CEOs are accountable for delivering on their promises to all stakeholders and doing what is best for the organization. Learn how Alliance members Sunil Bhatia of Infogain, Christopher Burnley of Corefact, Jonathan Corr of Ellie Mae, Craig Goehring of Brown and Caldwell, JR Matthews of Tregaron Capital, Sean McCarthy of CytomX Therapeutics, and Doug Murray of Big Switch Networks, meet the complexities of accountability head on.

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Case categories include: Entrepreneurship   Executive Development   Leadership   

Peter Koshland

How To Avoid Throttling Your Startup’s Growth And The Burnout That Comes Next
July 24, 2017

New businesses that tap into large and severely under-met needs are destined to grow rapidly. But if the founders starve the company of capital, their conservativism eventually will kill growth. Even more important, it will burn out the founders. It is also avoidable. The story of Koshland Pharm and its Founder, Alliance member Peter Koshland, illustrates this well. In this Forbes article from Alliance Director and Founding Principal of CEO to CEO, Robert Sher, learn how the key to stability and long-term sustainability for growing, profitable businesses is increasing throughput.

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Case categories include: Executive Development   Leadership   Operations   Strategy & Planning   

Who Will Lead the Robot Revolution?
June 01, 2017

Automation will soon reshape the way we work in very profound ways, and present enormous economic and societal benefits. According to Alliance members Steve Cousins of Savioke, Irit Eizips of CSM Practice, Lisa Im of Performant Financial, Mike Jellen of Velodyne LiDAR, Jane Macfarlane of the Sustainable Transportation Initiative at Lawrence Berkeley National Laboratory, John Pavlidis of Vytronus, Lizz Vilardo of the Palo Alto Medical Foundation, and Christy Wyatt of Dtex Systems, embracing innovative technology may be the best way to not only survive tomorrow’s robot revolution, but actually lead it.

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Case categories include: Entrepreneurship   Leadership   Technology   

In Pursuit of Smarter, Better Leadership
May 30, 2017

Every successful CEO strives to be more effective, make better decisions and become more productive, which are key reasons why we bring leaders together at the Alliance of CEOs. Learned through Charles Duhigg’s new book, Smarter Faster Better: The Transformative Power of Real Productivity, Alliance Founder & CEO Paul Witkay shares three valuable concepts for improving individual productivity.

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Case categories include: Executive Development   Leadership   

In Pursuit of Growth in a Gig Economy
January 30, 2017

Alliance leaders know that today’s labor force is experiencing fundamental, permanent change. Alliance members Laura Bergheim of Wordsmithie, Andy Berkenfield of Duncan Channon, Nathan Collins of SRI International, Ross Fernandes of Q Analysts, Glo Gordon of Cisco-Jasper, Kathy Zwickert of NetSuite, and Alliance Director Marion McGovern, share their strategies for growth in the gig economy. This transformation will create critical questions for today’s leaders, and their solutions will be customized for each unique situation. Given the track record of Bay Area innovation, we think it’s not a matter of if the answers will come, but when.

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Case categories include: Human Resources   Leadership   Operations   Strategy & Planning   Trends   

Todd Johnson

The Foundation of Trust and Transparency: Essential Executive and Internal Communications Topics
January 04, 2017

If trust is the foundation of all strong, positive inter-company relationships, then transparency is the primary path to achieving that trust. This article by Alliance member Todd Johnson, President of Kollective, identifies and describes the essential categories of content that form the foundation for best practices in employee engagement; content that builds trust and positively influences company culture long-term. Keep these ideas in mind as you build and fine-tune your own blueprint for internal communications success.

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Case categories include: Leadership   Operations   Strategy & Planning   Trends   

Alyson Watson

Selling the Company? How Relaxing Control During the Sales Process Can Increase Value
January 02, 2017

Stories of company sales are riddled with strife. The staff that is asked to weather the transition often experiences wage cuts, department rollbacks and painful non-alignment among competing business units. Alyson Watson, former President of RMC Water and Environment, survived to tell the tale of her company’s acquisition. Better yet, the story is one of harmonious success, a triumph that began with letting go of control.

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Case categories include: Ethics   Leadership   M&A   Strategy & Planning   

Preparing for Tomorrow’s Customers Today
October 28, 2016

In a fast-changing world, Alliance members Joe Budelli of ABBYY USA, Bill Grosso of Scientific Revenue, Arwed Niestroj of Mercedes-Benz R&D North America, Barb Paldus of Finesse Solutions, Glen Shu of Bay View Funding and Antoine Villata of Planisware USA share their strategies for preparing to meet future market needs.

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Case categories include: Entrepreneurship   Leadership   Strategy & Planning   Trends   

Sid Nandi

Stop (Frequently) and Think About the Big Picture
September 27, 2016

With so many demands on their time, CEOs often struggle to take pause and give unfettered thought to the long-term plan. In a recent Alliance meeting, the gathered CEOs were inspired by the approach of Alliance member Sid Nandi, Founder & CEO of TeqTron. This case study focuses on his successful steps to set aside time, think about goals, plan for the long-term, and keep on track for success, all while maintaining transparency and accountability to his greatest assets – his employees.

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Case categories include: Entrepreneurship   Executive Development   Leadership   Marketing   Operations   Sales   Strategy & Planning   Technology   

How I Became a CEO
August 10, 2016

In this feature story, Alliance members Kirsten Bay of Cyber adAPT, Rachel Haurwitz of Caribou Biosciences, Nadim Maluf of Qnovo, Sameer Padhye of FixStream Networks, Chris Rivielle of Plant Construction and Timothy Robertson of Vium, talk about the expectations and challenges that came with sitting in the top chair.

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Case categories include: Entrepreneurship   Executive Development   Leadership   Strategy & Planning   

An Innovation Straight From the Heart
July 01, 2016

Ebbe Altberg, CEO of the virtual reality pioneer Linden Lab, recently shared a curious facet of his company’s culture at an Alliance meeting. Called the “Love Machine,” this innovation sparked instant curiosity and captured the imaginations of the CEOs in the room. Just what is the Love Machine?

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Case categories include: Human Resources   Leadership   Operations   Trends   

Technology’s Fast-Forward Future
May 06, 2016

Alliance members ponder the accelerating pace of technological change and its future impact on their industries, organizations, and leadership

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Case categories include: Entrepreneurship   Leadership   Technology   

Rajesh C. Subramaniam

Scaling Up Starts with Looking In
October 21, 2015

Businesses are run by people. When people liberate themselves from indecision resulting from insecurity, their businesses benefit and are more suited to scaling up. This case study features Alliance member, Rajesh C. Subramaniam, CEO & Founder of embedUR systems, who made good use of an Alliance presentation designed to identify and present the obstacles of his business' growth, and questioned whether Rajesh was a contributing factor.

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Case categories include: Executive Development   Finance   Leadership   

An Unexpected Offer
August 11, 2015

Marco Marini and Bart Schaefer, both executives in the email marketing industry, were fellow Alliance group members for years, and built a solid rapport of delivering straightforward feedback and comparing notes on their industry. But, when Bart decided it might be time to sell his company, Marco had much more to offer him than his opinion.

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Case categories include: Leadership   M&A   Strategy & Planning