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Change Management –S2P/ COUPA Implementation

The
Challenge

Our client was implementing Coupa as part of a project to improve their overall source-to-pay procedures. They knew that change management would be a challenge because their current methods and ways of working were deeply ingrained into their daily processes and procedures. 

The
Custom

Solution

We developed a comprehensive multi-channel change management plan that included targeted messaging for internal users and suppliers, a focused engagement strategy for key influencers, and an extensive training and support program. This plan empowered leadership to effectively disseminate information across the organization, facilitated communications with end users, and provided talking points for purchasers to share with their stakeholders. Through a series of interviews, we gained insights into the company culture, which informed our leadership training to ensure a smooth transition. We also created numerous opportunities for purchasers and end users to ask questions and provide feedback. Additionally, we made the training materials accessible through email, infographics, presentations, videos, and quick reference guides.

The
Impactful
Results

Our client successfully managed $4MM in purchase orders within the first week of go-live, achieved steady state operations by week 3, and ensured seamless adoption by users and suppliers. Clear success metrics were established and understood by all stakeholders. Survey results indicated a strong change management effort with a grade of 4.4 out of 5. There was 100% participation in internal training programs, and employees felt the support process was highly effective and well-understood, incorporating recorded trainings, quick reference guides, video reference guides, email, and onsite support.

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