During execution of a major change initiative, we help our clients create and deploy the detailed plans required to implement and manage the activities, resources and progress for each step of the change initiative.

Situation Challenges Result
CEO made a merger-related commitment to Wall Street for something that had never been done before. Wall Street was skeptical of this high-risk move, but commitments for the return on the acquisition depended on it.

Quickly organize the resources and understand the gaps of two merging organizations. Three major change initiatives were identified (with some dependencies) and hard dates for completion.

Completed a 13 month effort in three months to deploy Bank of America mortgage product to over 1000 banking centers and call center associates in acquired bank.
Major retailer was attempting to implement a CAD sales tool to support increased revenue via a new product. Revenue projections had been committed to the analysts. Major delays had been experienced due to vendor relationship and control of changes. We were engaged to manage these components and support a multi-generational development and deployment effort. Fostered a vendor partnership and implemented a successful change control process. Multiple phases of product and enhancements are operational in over 1500 Lowe's stores in the US and Canada. 

Over 75 projects were in flight to support a major merger. There was not a comprehensive vision of their status, impacts, risks and deployment dates. Senior leadership required this information to orchestrate communications and mitigate risks.                                         Design and develop a functional PMO to support the 75 initiatives. Critical success factor was to engage the leaders of these changes and not add “overhead” to already aggressive schedules.                                          Established transparency into all 75 change initiatives that had huge dollar investments and significant, measurable impact in a major Bank of America merger. Compliance reporting needs were met. Support was provided to all project managers to ensure team success.


 

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