Case Study: Change to Support Business Process
Deepak Lalwani
Deepak Lalwani Client Satisfaction Guarantee
Client

Fortune 150 Insurance Company

Problem

Fortune 150 Insurance Company needed a partner to quickly develop and implement a Change Management strategy to ensure speed of adoption, as well as high utilization and proficiency for a new enterprise-wide Project Management methodology.

An organizational assessment highlighted poor execution and process-based capabilities as one of the main reasons why the client was having a challenge with delivering on its enterprise-wide strategy and achieving its goals. The client was also using 21 disparate project management methodologies across the enterprise.

Solution

We worked with the client’s strategic initiatives & technology function to create a Change Management strategy that facilitated the adoption of an industry standard Project Management methodology. The strategy included:

Using Prosci’s ADKAR change management framework to guide the change including deploying ADKAR assessments to assess adoption effectiveness of the project management methodology enterprise-wide.
Developing and delivering instructor-led training and coaching sessions.
Deploying key communications such as information sessions, meetings, all hands sessions, off-sites, e-mails, job aids, brochures, various presentations, and end-user forums (including a community of practice, voice of the people, resistance management, and Q&A discussion forum).

Result

In the end, the methodology was successfully introduced and adopted by all targeted programs and projects enterprise-wide:

ADKAR and organizational assessments were successfully customized and delivered to reinforce the strengths and opportunities for improvement of the initiative.
Key communications were delivered to drive the socialization of the Project Management methodology to the enterprise over an 11 month time period.
Training and coaching sessions were deployed to over 1,000 project leaders and team members enterprise-wide.