Case Study Six | Changing The Way You Do Business...

A global insurance brokerage firm required a cultural change programme affecting 400 members of staff, ultimately resulting in significant cost savings, and a companywide shift to a more positive and pro-active attitude.

Every business has a culture that runs through it and efforts to change the way a business operates must be sensitive to that culture. Managing the “Cultural Change” is a fundamental element to the success of any new initiative or way of working.

Problem Statement

A global insurance brokerage and risk management services firm were implementing a Document Management System (DMS) and therefore required a communication, training and Change Management delivery program to 400 members of staff. The Change Management involved:

  • Detailed requirement specifications and design sessions with key stakeholders
  • Rollout program for the launch of the system
  • Coaching and mentoring once implementation was completed

MBE Solution

  • Flexibility of the selected DMS and involvement of department heads to ensure that all requirements were met
  • Program of workshops to ensure all staff were given an introduction to the system and its capabilities
  • Development and delivery of an on-going support and mentoring network throughout the business

Result and benefits

  • Created an in-depth understanding of the business needs for change

  • Built a positive and pro-active attitude towards this, and future changes in the business

  • Ensured that the rollout maintained momentum by developing a streamlined training program



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