Outsourcing Training to Increase Quality and Consolidate Suppliers: HighTech

Improving Performance and Saving Money through Training Outsourcing at a Growing Technology Company

Client Case Study


Intuit, a $3.5b company with approximately 7,700 employees, is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals.

Intuit wanted to:

  • Transition from contracting with multiple learning and development vendors to establishing a relationship with a preferred “partner”
  • Shift the current learning and development culture from an “entitlement service-only” and transactional focus to a performance and strategy-driven focus
  • Accelerate business results across all North American locations by providing all Intuit employees with consistent, integrated, and aligned quality offerings to meet their needs
  • Strengthen their Global Learning and Development team to enable more effective contributions to development goals across all Intuit locations


  • Silos: Many departments and divisions acting independently in the area of learning and development
  • Varied: Inconsistent learning and development solutions, approaches, and resources across offices
  • Complicated: Multiple “training vendor” relationships with multiple contracts and varied quality and pricing
  • Duplication: Redundancy in the “training solutions” offered and/or contradictory and often competing training models, practices, and language
  • Invisible: No tracking and reporting system; no employee “charge back” or billing system
  • Speed: Intuit’s desire, as a follow-up to a recent company-wide needs assessment, to quickly establish a common baseline of 13 foundational skills for management and individual contributors across all of Intuit’s North American locations


  1. Assess & Design
    • Identified solution/needs for each site in North America
    • Identified best-in-breed solutions across the 13 Foundation Skills to meet Intuit’s business needs, culture, and budget
    • Determined how each solution would complement and align with the other Foundation Skills
    • Aligned solutions to Intuit’s core values and success profile
    • Designed company-specific role-plays and case studies
    • “Intuitized” each program by incorporating Intuit’s language, models, and practices into each solution
    • Created a simple and clear marketing and registration system that automated training setup, delivery, tracking, reporting, billing, measurement, and follow-up
  2. Pilot 

    • Successfully

      implemented a core group of 13 customized skill-based pilot programs focused on Communication, Business Writing, Presentation Skills, Facilitation Skills, Conflict Management, Managing Meetings, Time Management, Change Management, Finance 101, Negotiation Skills, Project Management, Team Building, and Coaching

    • Provided clear reporting on Learning and Development expenditures, activity, and results across the company
  3. Implementation

    • Incorporated lessons learned from pilot

    • Rolled-out over 195 customized programs

Compelling / Interesting Design Features

  • Simple: 100% turn-key learning and development outsource partner
  • Dedicated: External account team with a combined 40+ years of experience to handle strategy, planning, and day-to-day operations
  • Speed: Only weeks to design and implement proven curriculum/solutions
  • Scenario-Based: Designed client-specific role plays and case studies with tailored approach to fit seamlessly with the company’s leadership practices and values
  • Automated: Created a simple and clear marketing, registration, setup, delivery, tracking, reporting, billing, measurement, and follow-up system for both participants and the HR department that “ran by itself”



  • Money: $750,000 cost savings of  over 5 years
  • Scale: 

    Delivered over 195 customized programs across North America to over 4,000 employees

  • Client Satisfaction: Overall satisfaction score 93.7%
  • Consistency: Created consistency of language, competency, process, values, and approach across all locations

Related Information

We selected LSA over a handful of other experts to assist with a key sales imperative. LSA added value every step of the way throughout the entire sales, design, implementation, and follow-up process. Their customized approach to sales presentation training exceeded expectations, and we are excited about global implementation across our offices in more than 100 countries. LSA’s unique approach is an added game changer, and I recommend them to anyone looking to get high quality results.”

Eric Mugele
Executive Director Global Learning

Grant Thornton

We recently hired LSA to help us take our client delivery methodology to the next level as we continue to grow and help our clients succeed. The custom strategy and design session exceeded my expectations. They really understood our business and turned around the project within a tight timeframe. LSA’s consultants were the best I have seen for this type of project. LSA’s ability to get a group of 20+ executives from around the globe on the same page, push their thinking to new heights, and ensure an executable plan was excellent. I would recommend LSA to anyone looking to take their plans and execution to the next level.

Rob Sturgeon
EVP Client Delivery

Service Source

Originally, we launched a RFP to identify and partner with a sales training provider to improve the skills of the sales teams in the distributor network. However, throughout the process, LSA Global challenged our thought processes and engaged with us by suggesting that we focus on the systemic factors that create a high performance environment first, before we focused on the more symptomatic needs of sales skills training. LSA Global has identified the two strategic moves that will enable us to create a high performance environment and we continue to seek their guidance on implementing those moves, as well as other key needs.

Kim Benson
Director Human Resources


As a high growth digital marketing agency with cutting edge talent, we hired LSA Global to help clarify our strategy and work with our management team to implement it throughout the New York Office in a way that made sense for our unique culture . That work was so successful that we also hired them to coach one of our key leaders. LSA has been instrumental in helping us transition to a new leadership team and triple the revenue in our New York office. In this age of useless consultants, I highly recommend their practical and business-oriented approach to strategy, culture and talent.

David Bentley
General Manager


The LSA Organizational Alignment Survey gave us a comprehensive and poignant view of how our employees experience our culture, talent and strategy.  LSA customized the questions so we received information that was targeted and very useful to us.  Equally important, the survey and implementation process goes well beyond the typical engagement survey.  The combination of questions and feedback approach provided us with a great forum to discuss the strengths and opportunities in our organization, and then to quickly get focused on the key actions critical to our strategy implementation and improving our business results.

Mark Forrest
General Manager, FSM Division


It was a challenge to find a consultant with an approach to performance improvement that fit our unique culture and style. When we met with LSA we were surprised to discover their depth of expertise in the fields of motivation, developmental coaching and performance management and measurement.

Specifically, we were pleasantly surprised to find a company that could seamlessly integrate those three components without our folks feeling like the intervention was forced. They understood what we were trying to accomplish, helped us clarify our objectives, create a solid, refreshing approach that quickly got us moving and engaged people at all levels.

As they began to implement, I was thoroughly impressed with how they listened and made adaptations focused on our needs and business objectives. Overall, I couldn’t be happier that we found a partner in LSA.

Doug Hansen
President and Director

Redwood Trust

What a refreshing change from the half-baked psycho-babble you normally get from “training” organizations. LSA gives you the assistance you need to define and reach your goal, and then they give you a results driven plan – not just a temporary fix. They are great to work with, and even more importantly, they “get it!”

David Fiano
Vice President Human Resources


We turned to LSA Global to help take our Information Systems behavioral interviewing process to the next level in terms of both efficiency and effectiveness. LSA quickly understood our unique culture and requirements.  They immediately helped us to improve our ability to continue to hire top talent that fits our culture as we rapidly scale.

Julie Pearl
Technical Program Manager


Gilead and LSA Global continue to build a mutually beneficial relationship. We have found LSA to be highly responsive to meeting our unique needs in learning and development. Their passion for high levels of customer satisfaction and quality align very closely with our core values.

Kudos to LSA Global for the program that they provided my team. It was exactly what I wanted, and your team did a great job of engaging our group and providing a solid introduction to key Project Management skill sets.

Laura McHugh
Director of Training and Organizational Development


We selected LSA Global over 5 other companies to help some key executives improve their overall communication and executive presentation capabilities. Feedback has been great. Everyone had a great experience and many of them are feeding some of the lessons into their teams. I highly recommend LSA to any executive team looking to better organize and more effectively deliver key messages to C-Level individuals.

Todd Power
Office of the CEO


This was an extremely effective executive strategy session that helped our executive team efficiently navigate through our core objectives. It was exactly what we needed, and the approach was practical and valuable for our specific business and market. I would recommend LSA to anyone looking to push their strategic planning to the next level.

Blake Krikorian

Logo - Gray - Sling Media

Having a training outsourcing partner like LSA to support our training and development needs has been a real benefit. In an emerging company where typically you can’t afford the infrastructure necessary to provide a full range of development venues to meet the broad needs of an organization, having an external partner who understands our business and our culture and offers everything from a wide range of open enrollment programs to customized organizational development consulting is almost as good (and in some cases better than) having your own internal Training and Organizational Development function.

Chris Wells
Vice President, HR and IT

Logo - Gray - Xoma

We turned to LSA Global to help us take our executive selling and solution selling skills to the next level, which will ultimately help our customers succeed. Their ability to formally assess our situation, identify key sales skill gaps, develop a plan to measure the results, and fully implement a key sales initiative – has been outstanding. LSA delivers the full solution; not just sales training and I would recommend them to any organization looking to transform its sales force the “right way” to sell higher and wider.

Daniel Heckman
Director of Sales-Enterprise Accounts


You have become our premier change leadership strategic partner. Your expertise in the human side of change is unparalleled and enabled our company to successfully implement our ERP Solution.

Ted Ramlet


We hired LSA to design and deliver a Project Post Mortem for 65 key people on a critical project with a very tight turnaround. LSA’s ability to identify the key trends, leverage points, and next steps was great. They really got to the heart of the issues in a constructive and unbiased manner that exceeded my expectations. It was not an easy task with so many skeptical people with different agendas, styles, experience, and perspectives.

Darrell Gallagher
Head of Studio

Crystal Dynamics

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