Nonprofits
Insurance & Finance

Preparing Customers, Teams & Leaders for an Organizational & Technical Transformation

FarWell Advisor

Preparing Customers, Teams & Leaders for an Organizational & Technical Transformation

Customer Story - Building a Team of Change Champions

A financial services company modernized their core proprietary administrative platform. This multi-year, multimillion-dollar strategic initiative required a fundamental change of their product offering, organization structure, and how the customer was served.

Call for Help: 

  • The organization lacked maturity with their change management practices.
  • Leaders were resistant to the changes needed to successfully transform the org.
  • The company anticipated system-related change impacts but did not consider customer or organizational changes.

Farwell Advisor Support: 

  • The FarWell advisor built a team of change champions and engaged with leaders to encourage their support.
  • The advisor assessed impacts and created a detailed change management plan, including training, coaching, resistance management, and communication.
  • The advisor focused on building change capabilities at the leadership level to drive adoption and manage resistance.
  • The advisor built a pre- and post-go-live support plan which provided the necessary support to users.
  • The advisor utilized pulse surveys to assess baseline sentiment and track progress.

Results:

Employee readiness increased by over 30% over the 6 months leading up to go-live.

  • Overall employee satisfaction increased by 15%.
  • The delivery of the solution was implemented on time.
  • Training effectiveness and participation scores increased.
  • The communication plan was executed on schedule.
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