Case Study – An Impactful Journey With Unitis

About Unitis

Unitis is a leading wholesale distributor that specializes in providing construction and industrial supplies, along with building materials. With four strategically located branches in San Diego County, Orange County, and Riverside County, Unitis is well-positioned to serve the construction, government, manufacturing, and industrial sectors. With a wide range of over 4000 items in stock, they ensure prompt and reliable delivery through their fleet of trucks. Since its establishment in 2008, Unitis has experienced significant growth, earning a strong reputation for trustworthiness and establishing enduring relationships with both their dedicated employees and loyal customers. In summary, Unitis excels in delivering exceptional wholesale distribution services.



Dedicated Team Member

Committed Team Member

Quarterly Game Plans

Our Engagement Focus Areas

They engaged us to serve as an impartial resource, advocating for their values, mitigating risks, and managing exposures. They faced challenges in compliance and culture management, desiring an HR partner to visit branch managers, build rapport, and facilitate cross-pollination. Our expertise focused on operationalizing their values and performance system through Culture Ops, offering training for branch managers and ensuring performance accountability. Stakeholders emphasized the importance of onsite presence and sought a long-term partnership to drive impactful change.



  • Successfully completed the values launch, integrating the company’s core principles into the organizational culture.
  • Recognized four employees as Values Champions and implemented a values-focused incentive program to further promote commitment to the company’s values and foster a culture of recognition.
  • Introduced company values to the team, fostering a shared sense of purpose and guiding principles.


  • Finalized the branch job descriptions, aligning roles and responsibilities to optimize team performance and clarity.
  • Finalized the branch compensation structure, ensuring fairness and transparency within the organization.
  • Conducted an employee 9-box activity to understand individual performance and career goals, enabling the establishment of impactful, personalized development plans.
  • Developed impactful job ads for branch positions, attracting qualified candidates and enhancing the recruitment process.


  • Developed efficient processes in collaboration with the owner, enhancing operational effectiveness and streamlining workflows.
  • Updated new hire training forms and process, ensuring a comprehensive and effective onboarding experience for employees.
  • Conducted and established 30-60-90 day check-ins for new hires.
  • Restructured company meetings under the owner’s guidance, making them purposeful and impactful for increased productivity and engagement.
  • Completed the 2023 handbook revisions, ensuring up-to-date policies and procedures that reflect best practices.
  • Enhanced interview guides, providing valuable resources for hiring managers and improving the quality of candidate selection.
  • Conducted multiple employee engagement surveys, gathering valuable insights to drive continuous improvement and boost employee satisfaction.
  • Implemented an attendance policy, promoting punctuality and accountability within the workforce.
  • Provided employee relations support, fostering positive relationships and resolving workplace issues effectively.
  • Successfully completed the onboarding checklist, ensuring a smooth and efficient onboarding process for new hires.
  • Established trusted advisor status with the owner, providing valuable insights and guidance for strategic decision-making.