Building a Team of Teams: Five Years of Culture Transformation at OATi

The Client

OATi is a high-growth precision technology company specializing in advanced metrology and optical alignment systems. As the company expanded, leadership recognized that sustainable growth would require more than better products—it would require stronger leadership, healthier culture, and systems capable of supporting a much larger organization.

Beginning five years ago, I partnered with OATi to help build those capabilities from the inside out.

The Challenge

Like many growing organizations, OATi wasn't struggling because of a lack of talented people.

The challenges were those that naturally emerge during rapid growth:

  • Communication across departments

  • Increasing organizational complexity

  • Bottlenecks around key people

  • Knowledge trapped in individuals

  • Undefined ownership

  • Growing pains between innovation and execution

  • Maintaining a close-knit culture while scaling

The question became:

How do you grow from a small, highly collaborative company into a $20M+ organization without losing what made you successful in the first place?

 
 

Our Five-Year Journey

Rather than treating culture as a one-time initiative, we approached it as an ongoing operating system.

Each year built upon the previous one.

Year 1

Building Trust

We focused on psychological safety, vulnerability, honest dialogue, and creating a common language for leadership.

Tools included:

  • Johari Window

  • Leadership vulnerability

  • Blind-spot feedback

  • Team trust exercises

Year 2

Clarifying Direction

Once trust increased, we turned our attention toward organizational alignment.

Together we clarified:

  • Purpose

  • Core Values

  • Strategic Anchors

  • Organizational priorities

  • Leadership expectations

The leadership team stopped functioning as individual department heads and began operating as a collective leadership team.

Year 3

Expanding Ownership

Culture expanded beyond leadership.

Managers and employees began participating in identifying:

  • Friction points

  • Process improvements

  • Communication gaps

  • Customer experience improvements

Rather than leadership solving everything, employees became active contributors to improving the business.

Year 4

Strengthening Systems

As the company continued to grow, conversations shifted from personalities to systems.

We focused on:

  • Organizational health

  • Decision-making

  • Accountability

  • Leadership behaviors

  • Cross-functional collaboration

  • Continuous improvement

The culture became less reactive and more intentional.

Year 5 (2026)

Designing the Future Organization

This year's retreat represented an important shift.

Instead of asking,

"What's broken?"

we asked,

"How would owners build the next version of OATi?"

Using concepts from Team of Teams, Joy, Inc., The Culture Code, and lessons from NASA's Apollo program, employees explored how to think beyond their departments and solve problems as one interconnected system.

 
 

The Retreat

Over two days, the entire company identified what needed to be preserved as OATi grows, surfaced organizational friction, prioritized opportunities, and created ownership around five strategic initiatives.

Those priorities became:

  • Design Control Process

  • Skill Development & Cross Training

  • Role Clarity & Ownership

  • Resource Planning

  • Customer Documentation & Website Improvement

Rather than leaving with ideas, every employee committed to a personal 90-day action, selected an accountability partner, and helped create cross-functional service agreements between departments.

One Memorable Exercise

One evening the entire company completed an Escape Room challenge.

The activity wasn't about escaping.

It became a live simulation of organizational behavior.

Employees observed:

  • How information flowed

  • Who naturally led

  • Where bottlenecks emerged

  • How assumptions slowed progress

  • When collaboration accelerated solutions

During dinner, the team connected those observations directly back to daily work, reinforcing that organizational health isn't theoretical—it shows up every day in how people communicate, share information, and solve problems together.

Results

After five years, the conversations inside OATi have fundamentally changed.

The organization has evolved from discussing interpersonal issues to designing organizational systems.

Instead of asking,

"Who owns this?"

employees increasingly ask,

"How can we improve the system?"

Leadership is no longer the sole owner of culture.

Ownership has expanded across the organization.

Departments now see themselves as partners rather than silos.

Improvement efforts have become structured, measurable, and collaborative.

My Reflection

One of the greatest privileges as a coach is returning year after year and watching an organization mature.

The biggest transformation wasn't a new strategic plan.

It wasn't an org chart.

It wasn't a retreat.

It was watching people gradually shift from protecting their department to protecting the company.

That is what organizational maturity looks like.

Culture isn't built in two days.

It's built one honest conversation, one difficult decision, one better system, and one stronger relationship at a time.

 

About Jeff

Jeff Saari, CEO of Workplace Culture Solutions, founded his company in Keene, NH, in 2007. His enthusiastic passion and life purpose are to support leadership and cultural excellence in businesses and organizations.

He lives in Keene with his wife and daughter. He has also coached in a variety of sectors, including fitness, life, college students, and couples, and is passionate about fitness, nutrition, drumming, and spending time with his family.

Learn about my Business Coaching services.

Read what Jeff's clients have to say.

David Weisberg

As a Keene NH Squarespace website designer, professional winemaker, and certified digital asset advisor, I can help your small business build and maintain its own website. With 20+ years of marketing experience in the Keene, NH area, let me help you develop your website design, your brand, find new clients. Let’s collaborate on creative, low-cost marketing efforts! You deserve an elegant, easy-to-maintain website! 
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