Learning in Motion: How Perseus Turns Shared Experiences into Growth

Every business in our ecosystem is built by leaders who know their markets inside and out. When those leaders connect and share their learnings, individual insights turn into collective strength. 

While our annual learning event, Zodiac Epic, is our largest stage for it, the exchange continues all year through smaller, ongoing forums that give leaders practical, real-time access to each other’s experience. 

Turning Insight into Action 

After being acquired in 2023, Elissa Tauber and Molly Thompson attended their first Zodiac Epic. Before joining Perseus, their team had been grappling with how to structure and scale customer success, a common challenge for growing software businesses. 

Elissa and Molly with the WinTech team at Zodiac Epic 2025
Elissa and Molly with the WinTech team at Zodiac Epic 2025

At Epic, they joined a session on customer success that directly addressed the pain points they’d been trying to solve on their own. The approach resonated, and within months they adapted and implemented the framework internally, reshaping how their team measured engagement and renewal. 

By Epic 2025 their story had come full circle. The same learning they once absorbed became the foundation of their own presentation — this time, they were the ones teaching others. Our CEO and President, Daniel Zinman, highlighted their journey in his closing remarks as a tangible example of how quickly peer learning can translate into practical change. 

Learning Through Common Systems 

Although Zodiac Epic is the most structure example of internal knowledge sharing, peer-to-peer collaboration happens year-round in smaller, more specialized peer groups. 

One example is the TeamSupport Roundtable, a forum that brings together customer support leaders from across multiple Perseus businesses. Each company uses the same ticketing software, TeamSupport, and the group was originally formed to compare how they were configuring and optimizing the tool. 

In its early days, the roundtable met monthly to share best practices, troubleshoot issues, and explore ways to improve responsiveness and customer visibility. Those conversations helped several leaders like Travis Castleman (POMS)Katy Kitchen (Ibcos), and Sonia Calcagni (RO Writer), uncover new efficiencies and get more value from the system. 

As the group matured, its focus evolved. It now meets quarterly, emphasizing product updates, analytics, and process design. The result is a sharper, more strategic exchange which influences how support teams scale their operations and strengthen customer relationships. 

How Learning Stays Alive Year-Round 

At Perseus, we prioritize and facilitate learning through formal programs all year round.  

We run a Mentoring program, which pairs leaders based on their functional expertise, stage of growth, and personal development goals. The intent is to match people who have solved a version of the same problem that leader is facing. Many of these relationships outlast the formal structure, evolving into long-term personal connections that bridge portfolios and geographies. 

Our Quarterly Strategic Reviews (QSRs) take that collaboration to the portfolio level. Every quarter, business unit leaders come together to review performance, major initiatives, and lessons learned. The discussion is grounded in data but focused on real-world execution . These sessions create transparency across peer companies and help leaders benchmark progress against others facing similar market dynamics. 

We also invest heavily in leadership development. Programs like Peer Today, Boss Tomorrow support employees stepping into management for the first time, while the Perseus Management Essentials cohort builds core skills in coaching, performance management, and navigating conflict.  

These programs create a network where leaders can tap into one another’s experience, test new ideas, and continue raising the bar.
Daniel Zinman on Learning in Motion

The Value of Informal Connections  

While we invest heavily in structured leadership programs, some of the most powerful learnings happen organically. Our formal programs offer an initial connection, but from there, our leaders maintain their connections and continue to share learnings.  

Leaders regularly tap into their informal networks to crowdsource solutions and share hard-earned lessons. Every business has its own nuances, but challenges tend to be common. More often than not, someone else has navigated a similar situation and can offer a perspective that saves time, sharpens decision-making and allows us to learn from each other’s missteps. 

In Conclusion  

When you connect hundreds of independent businesses under a single ecosystem, knowledge becomes one of the most valuable currencies.  When learning is baked into your company culture, peer-to-peer knowledge sharing happens continuously and naturally. 

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