Case Study: Sound Wellness Group and the Savant Business Management System


Sound Wellness Group is a small to mid-sized psychotherapy practice that has been providing mental health services for over a decade. The practice was facing challenges related to employee productivity, revenue generation, and profit margins. To address these issues, Sound Wellness Group decided to implement the Savant Business Management system, focusing on the critical business areas of People, Strategy, Execution, and Control. This case study explores the implementation process and the outcomes of applying the Savant system to Sound Wellness Group’s operations.


Sound Wellness Group had a team of dedicated therapists and support staff, but the practice was not reaching its full potential. The management recognized the need for a structured approach to improve operational efficiency and financial performance. The Savant Business Management system was chosen for its comprehensive framework that covers the critical aspects of business management, including Foundation, People, Strategy, Execution, and Control.


  1. Foundation

Sound Wellness Group prioritized establishing a strong Foundation. This involved ensuring alignment among the Leadership Team and clarifying the company’s Purpose, Values, and Culture. The Leadership Team first focused on establishing vulnerability-based trust. This process fostered a cohesive leadership unit, united in their approach to guiding the practice forward. Sound Wellness Group then articulated its Purpose, which was to provide compassionate and effective mental health services that improve our clients’ well-being. The practice’s values were defined and communicated to all staff members.

  1. People

Sound Wellness Group conducted a thorough assessment of its team, identifying strengths and areas for improvement. The practice invested in training and development programs to enhance the skills of its therapists and support staff. Additionally, the practice implemented a performance management system that aligned individual goals with the overall objectives of the practice.

  1. Strategy

With a strong team in place, Sound Wellness Group turned its attention to Strategy. The practice developed a clear strategic plan that outlined its vision, purpose, and long-term goals. The plan also included specific initiatives to increase client engagement, expand services, and improve the overall client experience. The strategy was communicated to all team members, ensuring everyone was aligned and working towards the same objectives.

  1. Execution

Execution was the next focus area, where Sound Wellness Group worked on implementing the strategic initiatives effectively. The practice established clear processes and procedures to ensure consistent service delivery. Regular team meetings were held to monitor progress, address challenges, and make necessary adjustments.

  1. Control

The final area of Savant was Control, which involved financial analysis and performance measurement. Sound Wellness Group implemented a financial management system that provided real-time insights into revenue, expenses, and profitability. The practice also introduced company and individual scoreboards and scorecards to track performance against key metrics. This allowed for data-driven decision-making and continuous improvement.


The implementation of the Savant Business Management system had a significant impact on Sound Wellness Group. The focus on People led to a more engaged and productive team. The clear Strategy provided direction and motivated the team to achieve the practice’s goals. Effective Execution ensured that initiatives were carried out efficiently, leading to improved client satisfaction. The Control aspect allowed the management to monitor financial performance and make informed decisions.

As a result of these efforts, Sound Wellness Group saw a notable increase in employee productivity, which translated into higher revenue and profit margins. The practice was able to expand its services, attract more clients, and provide a higher level of care – all of which contributed to its increased success.


The case of Sound Wellness Group demonstrates the effectiveness of the Savant Business Management system in transforming a psychotherapy practice. By focusing on its Foundation, People, Strategy, Execution, and Control, the practice was able to improve its operations and financial performance, leading to a higher level of healthcare and an acceleration of its business results. The success of Sound Wellness Group serves as a testament to the value of Savant’s comprehensive and structured approach to business management.