IT Performance and Adoption Strategy

Our client’s sales organization recognized that in order to recapture their market share and remain competitive, they needed to make it easier for their sales force to service their thousands of brokers and customers.

The strategy put in place by the Executive Operating Committee to accomplish this was a migration from a predominately paper-based sales process to an automated, custom-developed, CRM system.

As the completion of this system grew near, SDI was engaged to support the system rollout to the sales force. We proposed a two-phased approach to ensure that the system, which met all functional requirements, was adopted and used by the three different end user groups to deliver the business value needed by the organization.

Phase I included multiple training and workshop sessions with the internal business and IT teams to develop the change management strategy. We provided the organizational performance frameworks and facilitated these sessions. The outputs included a macro design of the performance/learning solution and an implementation strategy. Phase 2 is the creation and implementation of the solution.

Key Benefits: in addition to the technology solution, the system team now possesses a robust adoption and performance strategy. The Executive Operating Committee has confidence in their ability to deliver not only a software solution, but business value to the organization. The adoption and performance strategy ensures that people will create business value with the software tools. SDI’s involvement accelerated the return on investment.

You are here

Back to chart