Macquarie Adviser Services
Client issue New CRM implementation without a Change Management Plan.
Identified area for development Change Management Plan required.
Navig8 solution

To engage the CRM team across a number of divisions in the development of a change management plan which would impact over 100 sales reps.

We worked with the CRM team to develop a detailed plan that included:

• An assessment of Current State and Future State
• Change Specifications (incl. Organisation Readiness Checklist, Risk Assessment)
• Change Methodology (Stakeholder Analysis)
• Implementation Strategies (including Action Plans, Schedule of Activities, Communication Plan, Training Plan, Resistance Management Plan/Survey).
Client outcome We completed the plan within the scoped 5 day period.
Testimonial

“Louise Eiseman was engaged by Macquarie Adviser Services to assist us in developing a Change Management Plan relating to the introduction of a new Customer Relationship Management system and Sales Management tool.

The scope of work was focused around the development of a Change Management document. Given the tight time constraints and limited available resource to drive the change, I was delighted with the work that Louise did for us and it certainly met all my expectations.”

Peter Shepherd, Executive Director, Head of Distribution, Macquarie Adviser Services