LSA Global Increases Change Management Skills for ERP Implementation at High Growth Financial Services Firm

Redwood Shores, CA – LSA Global, the leading business consulting, coaching, and training firm that helps fast growth life science, technology, and service companies by powerfully aligning their culture and talent with strategy, today announced results for a change management training program focused on increasing change management skills for a select group of change leaders and catalysts responsible for engaging the hearts and minds of key stakeholders.

• 97.2% Job Relevance
• 98% Satisfaction
• 124% Knowledge Gain
• 94.8% Net Promoter Score

This fast growing financial services firm wanted to double revenue and increase efficiency by 50% while maintaining high levels of client satisfaction and employee engagement. To achieve these goals, the client decided to heavily customize and implement SalesForce.com as their company-wide platform to replace 50+ disparate systems and processes.

Unfortunately, 12 months into the project after deadlines were missed and costs were expanding, leadership realized that their system integrator did not have the change management consulting expertise to:

• Design a Practical Change Management Plan
  Create an effective change management plan that all key stakeholders commit to and that makes sense for the firm’s unique culture and capabilities.
  
• Enable Change Management Implementation
  Support the team with implementing the change plan so that “hearts and minds” portion of the ERP implementation is successful.

After an initial project to get the project leadership team realigned around the current state, business case for change, level of change urgency, dissatisfaction with the status quo, goals, success metrics, project team roles, key stakeholders, scope, assumptions, and interdependencies, we took the following approach to increase change management skills to help the organization mobilize for sustainable change:

1. Charter Change Leadership & Catalysts
   Identify criteria and select a Change Leadership Team and a core group of Change Catalysts to guide, support, and advocate for the change process.
   
2. Build Communication Frame
   Create a Master Frame for Change Communication Strategy to engage key stakeholders to be used and completed during Change Training.
   
3. Assess Change Readiness Baseline
   Assess change readiness of key stakeholders to benchmark and baseline for training and navigating change.
   
4. Increase Change Management Skills
   Train core group of Change Catalysts and the Change Leadership Team on the people side of change, communication, stakeholder engagement, accountability, and feedback.
   
5. Agree Upon Next Steps
   Based upon change management training results, create a 90-day change roadmap of specific actions related to communication, pulse checks, stakeholder engagement, accountability, feedback, and an assessment of change leadership and change catalyst capabilities.

About LSA Global
Founded in 1995, LSA Global is the leading performance consulting, coaching, and training firm that helps high growth technology, services, and life-science companies create a competitive advantage by powerfully aligning their culture and talent with their strategy. Learn more about getting aligned.