Caroline Stacy & Co.

Results

Compelling vision. Practical implementation strategies. Fast results. 

We’ve partnered with all kinds of businesses to help them transform and deliver results.

Strategic Transformation Initiatives

Our approach meets you where you are, focusing on delivering real, measurable impact based on a deep understanding of people, with a fast-moving, results-driven approach to transformation.

business and transition plan

Develop a business and transition plan to help a tax preparation firm transform and grow.

provider data management

Implement a new provider data management system at a large healthcare system to increase consumer access and drive growth.

Patient wait time is experience

Define a strategy to transform the patience wait time experience for a healthcare organization.

Business consultants discussing strategic business documents and high-quality results, reviewing digital transformation insights on a laptop.

Industries We Serve

We are proud to serve organizations across many industries. Our empathetic, human-centered approach works especially well with purpose-driven organizations that strive to improve peoples’ lives.

Healthcare

Reimagined approaches centered on the patient and care team experience. View Case Study

Financial Services

Vision and strategy formulation to unleash growth and engage and delight consumers. View Case Study

Technology

Innovative, customer-centric strategies to unleash product and customer growth.

Non-Profit Organizations

Focused strategies to help transform non-profits, increase engagement, and drive growth.

What Our Clients Are Saying

"Caroline is a highly effective commercial business leader who is able to apply her knowledge and experience to make a material impact on business results. Caroline’s skill set enables her to operate at a strategic level then lead teams to translate the strategy into tangible actions and results. Caroline is a strong people leader with excellent communication skills and the ability to influence people at all levels within an organization."
Helen D.
Software Company Executive
“Caroline was an innovative and collaborative leader who does a great job bringing the right internal stakeholders together to achieve a goal.  [She] is a strategic thinker who can help move from strategy to execution to achieve amazing results.” 
Chris D.
VP, Digital Experience
“Caroline is a strategic problem-solver and respected partner and collaborator. She brings people together around a shared purpose and leads teams to the delivery of great results. Caroline is a skilled problem-solver and change-maker and a delight to work with.”
Tracy L.
Director, Patient Experience, Large Healthcare System
“I enlisted Caroline Stacey and Co. to help with a business and succession plan. Caroline listened well to the needs I expressed, laid out a fine process, ably enlisted participation from key staff members, and helped us move a long way from ‘Founder-Leader’ to a ‘Management Team’ approach. I found it easy to speak frankly with Caroline. From beginning to end she was an objective consultant with empathy for the challenges we faced and a willingness to push us to develop solutions. We have now explicitly stated the Mission, the Vision, and the Values of the company. This allows me to let go the reins more easily since I have greater confidence that those succeeding me will respect the firm’s roots as they carry it forward to the next level.”
Scott B.
Founder and CEO, Financial Services Firm
“Thank you so much for your help with [our] project to [… help] patients connect with their families. Your energy and passion were the reason why I wanted to [implement this new patient experience] so soon!”
Healthcare System Leader
"This is just one of the many examples of the awesome work Caroline Stacey and Co. has done for our [project] rollout. Everyone was sharing excitement for the go live next month. The CS&Co team had such a natural way of encouraging all team members to contribute and stay engaged on this project. Plus, they completed all their major deliverables early, setting us up for success with the launch!"
Malia I.
Digital Innovation Product Owner