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:

How COVID-19 Is Affecting San Francisco Bay Area Companies – Week 10
May 18, 2020

The tenth week of a flash survey completed by members of the Alliance of Chief Executives taken on May 18, 2020 shows that Alliance CEOs now project that businesses will return to “somewhat normal” in late-November. In this article, you'll find their measurements of the depth of business impact due to COVID-19 and latest business trends. In week 10, we continued to ask Alliance members about their Return-to-Workplace plans, and learned that 47% of Alliance companies have returned some employees to their workplaces.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

How COVID-19 Is Affecting San Francisco Bay Area Companies – Week 9
May 11, 2020

The ninth week of a flash survey completed by members of the Alliance of Chief Executives taken on May 11, 2020 shows that Alliance CEOs now project that businesses will return to “somewhat normal” in mid-November. In this article, you'll find their measurements of the depth of business impact due to COVID-19 and latest business trends. In addition, we asked Alliance members about their Return-to-Workplace plans and setbacks.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

How COVID-19 Is Affecting San Francisco Bay Area Companies – Week 8
May 04, 2020

The eigth week of a flash survey completed by members of the Alliance of Chief Executives taken on May 4, 2020 shows that Alliance CEOs continue to project that businesses will return to “somewhat normal” in early-November. In this article, you'll find their measurements of the depth of business impact due to COVID-19 and latest business trends. We also asked Alliance CEOs about the Paycheck Protection Program (PPP) to gain a deeper understanding of this resource and it's availability, if they applied for PPP loans and if they received PPP funding.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

“Return to Workplace” Planning and Strategies During COVID-19
April 29, 2020

In the spirit of sharing the collective wisdom of our Alliance community during the COVID-19 crisis, we invited leaders from world-class organizations to share their critical considerations for “Return-to-Workplace” (RTW) planning at our Alliance Leadership Forum on April 29, 2020.

Presenters in areas of Health Issues (One Medical), Employee Issues (Lattice Semiconductor), and specific industries including Manufacturing (Flex), Construction (Webcor Builders) and Scientific Laboratories (Triple Ring Technologies) shared their Back-to-Office principles and timelines, employee health, safety and training plans, strategies for risk mitigation and more.

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

How COVID-19 Is Affecting San Francisco Bay Area Companies – Week 7
April 27, 2020

The seventh week of a flash survey completed by members of the Alliance of Chief Executives taken on April 27, 2020 shows that Alliance CEOs continue to extend their projection of when businesses will return to “somewhat normal,” now to early-November. In this article, you'll find their measurements of the depth of business impact due to COVID-19, latest business trends, and the considerations and issues Alliance CEOs are making as they plan to return their companies back to full operations.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

How COVID-19 Is Affecting San Francisco Bay Area Companies – Week 6
April 20, 2020

The sixth week of a flash survey completed by members of the Alliance of Chief Executives taken on April 20, 2020 shows that many CEOs project it will still take until mid-October until their businesses return to "somewhat normal.” The number of business leaders who have been negatively impacted by COVID-19 continues to decrease, and results show a slight improvement from Week 5.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

How COVID-19 Is Affecting San Francisco Bay Area Companies – Week 5
April 13, 2020

The fifth week of a flash survey completed by members of the Alliance of Chief Executives taken on April 13, 2020 shows that many CEOs project it will still take until mid-October until their businesses return to "somewhat normal.” Alliance members also shared the specific actions they are taking to deal with the COVID-19 crisis.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

How COVID-19 Is Affecting San Francisco Bay Area Companies – Week 4
April 06, 2020

The fourth week of a flash survey completed by members of the Alliance of Chief Executives taken on April 6, 2020 shows that many CEOs project it will take another seven months until their businesses return to "somewhat normal,” an increase from week 3. On average, Bay Area business leaders are realizing they must manage their companies in this abnormal state for an extended time.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

How COVID-19 Is Affecting San Francisco Bay Area Companies – Week 3
March 31, 2020

Third week results of a flash survey completed by members of the Alliance of Chief Executives taken on March 31, 2020 showed that negative impacts grew only slightly, from 79% to 80%, while those who were extremely negatively affected declined from 30% to 22%. In week 3, the projected “new normal” is pushed back from early September to mid-September. Bay Area business leaders are settling into the situation. A broad consensus is that we will have to grind through for six months. Leaders are getting a sense of knowing what they face and some of their worst business nightmares are proving not to be true.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

How COVID-19 Is Affecting San Francisco Bay Area Companies - Week 2
March 26, 2020

The second week of a flash survey completed by members of the Alliance of Chief Executives taken on March 26, 2020, just 9 days after the local shelter-in-place order was issued, showed negatively impacted companies grew from 75% to 79%, while those who were extremely negatively affected grew from 24% to 30%. Bay Area CEOs grew more pessimistic in their projections of how long before we return to “somewhat normal.” In Week #2, the projected “new normal” is now early September vs. mid-August in Week #1.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

How COVID-19 Is Affecting San Francisco Bay Area Companies - Week 1
March 19, 2020

In a flash survey completed by members of the Alliance of Chief Executives taken on March 19, 2020, just a few days after the USA’s first shelter-in-place order, 75% of the CEOs report negative impacts, while 9% are being positively impacted. Collectively, these Bay Area leaders believe it will be 4.9 months before we return to “normalcy.” The survey was completed by CEOs in the six Bay Area counties who were issued the shelter-in-place order on March 17. The State of California just expanded this order statewide on March 20, and more than likely, other states will follow. CEOs in other regions can look to this data to help make their own plans.

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Case categories include: Health   Leadership   Strategy & Planning   Trends   

Leadership in a Digital Age
February 03, 2020

As Alliance members John Aisien of Blue Cedar, Linda Hand of Prealize Health, John Kelly of Zenreach, Johnny Loiacono of Movius, Alon Matas of BetterHelp.com, Rick O’Connor of Invicta Medical and Said Ouissal of ZEDEDA can attest, accelerated change has profoundly impacted the challenges they face–including how they manage, who they hire and how they communicate. It also forces business leaders to confront an almost impossible question: How does one lead when everything seems subject to change in today’s digital age?

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Case categories include: Leadership   Strategy & Planning   Technology   

Are You Playing with an Infinite Mindset?
February 03, 2020

The world is changing at exponential rates and, as a result, the competition for talent, customers and investors is more intense than ever. Competitors are now global, and new entrants can appear at any time and from any place. So that others may feel they can make a meaningful difference in this dynamic new world, leaders must be able to communicate the opportunity of joining them in their cause. In this article, Alliance Founder & CEO, Paul Witkay, discusses some of the ideas behind Simon Sinek’s latest book, The Infinite Game, and the critical need to cultivate an infinite mindset.

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Case categories include: Leadership   Strategy & Planning   

The Power of Collaboration
December 02, 2019

The Alliance creates private, safe environments where leaders have confidential conversations, exchange strategic insights, and challenge conventional thinking. Something magical often happens when talented leaders with diverse backgrounds and experiences come together. They find ways to collaborate on new strategies, extraordinary ideas and opportunities, and sometimes create entirely new companies. Here, we share a few of the many impactful connections made by our amazing community, with a spotlight on Alliance members Alex Ashton of Image Design Works, Nate Harding of FoxEye Robotics, Joe Heanue of Triple Ring Technologies, Lynn Heublein of SkinSpirit, Cal Lai of Ask.Vet, Phil Murphy of GNU Group, Dave Summa of Business Model Innovations and Dean Zikria of AsthmaTek.

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Case categories include: Leadership   Strategy & Planning   

Addressing Complexity Requires Fresh Approaches
October 04, 2019

Disruptive innovations are being announced almost every day. New technologies are enabling scientists, engineers and entrepreneurs to create a constant stream of innovations designed to make our lives better. Inspired by his recent travels exploring the Galapagos Islands and Machu Picchu, witnessing the amazing examples of how different species adapted to dramatic changes in their environments, Alliance Founder & CEO, Paul Witkay discusses the need to take advantage of all of our collective wisdom to identify fresh approaches to today’s increasingly complex challenges.

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Case categories include: Leadership   

CEOs Who Give Back
June 06, 2019

When it comes to finding ways to give back to our communities and the world at large, Alliance members contribute an enormous amount of their time, energy and passions to a wide range of worthy initiatives inside and out of their professional roles. Here, we highlight the impactful work of just a few of our Alliance members: Stéphane Bette of SpineGuard, Peter Cooperstein of Amici’s East Coast Pizzeria, Ross Fernandes of Q Analysts, Marc Guillet of Agile Physical Therapy, Mark Johnsen of Wealth Architects, Rod Kalune of RK Logistics Group, Michel Lopez of e2f and Sandy Walker of the YMCA of Silicon Valley. We invite all Alliance members to share with us their stories of giving back so we may continue to engage, support, educate and inspire one another.

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Case categories include: Leadership   

Diversity Matters
June 05, 2019

It’s more comfortable to surround ourselves with people who share similar views and values. But we must learn to become comfortable with being uncomfortable. The world is changing more rapidly than ever and our ability to change typically happens when we think differently than we did before. Therefore, it’s imperative that we seek out as many intelligent people as we can with experience, knowledge and ideas different from our own. In this article, Alliance Founder & CEO, Paul Witkay, describes the need for CEOs to surround themselves with intelligent diversity so they will be better equipped to think creatively, and to make big, strategic decisions that move their organizations forward.

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Case categories include: Executive Development   Leadership   

Are Virtual Workforces Worth the Effort?
January 25, 2019

As Alliance members Evan Bailyn of First Page Sage, Ann Barnes of Intelligent Medical Objects (IMO), Ross Fernandes of Q Analysts, Everett Harper of Truss, Paul Lipman of BullGuard and Bernie Tobin of Crescendo Bioscience will argue, leveraging a virtual workforce is definitely worth the effort. While the benefits can be significant, there are no guarantees of success. Only by planning properly, finding employees with the right mindset, focusing on culture and investing wisely in technology, can leaders ensure their teams are all on the same page, even when they aren’t in the same place.

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Case categories include: Culture   Operations   Organizational Design   Trends   

Strategic Intent in the 21st Century
January 22, 2019

We are now living in an age in which technology cycles outpace planning cycles. Undergoing an exponential pace of change, we can no longer depend upon creating a plan to be executed. Agility and speed will typically trump a larger competitor’s size or ability to scale. In this article, Alliance Founder & CEO, Paul Witkay, reflects on our current pace of change and the need for leaders to broaden and deepen their access to ideas, information and other leaders.

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Case categories include: Strategy & Planning   

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