Managing Change Across the Enterprise -...
Transcript of Managing Change Across the Enterprise -...
Managing
Change
Across the
Enterprise
How Deloitte Conquered Work ChaosLEAP 2018 User ConferenceMay 2, 2018
Copyright © 2018 Deloitte Development LLC. All rights reserved
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Presenter
Janelle Nash
Marketing Technology Leader
Deloitte Services LP
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About Deloitte
Deloitte offers clients a broad range of fully integrated services in areas that include accounting, assurance and advisory, risk, tax, management, financial advisory, technology integration, strategy and operations, and human capital consulting.
• A globally connected network of 34 member firms in more than 150 countries and territories
• Largest professional services provider in the world (based on global revenues and headcount)
• More than nearly 264,000 employees
• More than $38.8 billion in revenues in FY17
• Serving 80 percent of the world’s largest companies (Global Fortune)
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Deloitte’s Green Dot Agency
Our goal is to operate as a world-class agency, differentiate the Deloitte brand, drive Deloitte’s business priorities forward, innovate new marketing and communications solutions, and deliver distinct client experiences.
Plan
Teresa MartinManaging Director
Campaign ManagementDeloitte Services LP
Engage
Jen ChicoManaging Director
Experience DeliveryDeloitte Services LP
Create
Barbara CalauttiManaging Director
Creative DevelopmentDeloitte Services LP
Measure
Amy LewisManaging Director
Transformation Officer and Value Delivery LeaderDeloitte Services LP
Kim McNeil-DownsManaging Director
GDA LeaderDeloitte Services LP
Influence
Vince HulbertManaging Director
Public Relations and MediaDeloitte Services LP
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Selecting a work management platform
As part of our agency transformation, we identified a need to spend less time managing our work product, and more time creating and delivering world-class creative work.
Client Requests
Project Planning and Workflow
Proofing, Reviews and Approvals
Visibility and Justification
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Time for a change
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Our key change management themes
Define success criteria
Create a multi-level core team
Frame ongoing
governance
Provide support
Lead from the top
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Amy Lewis
Jackie Sofer
Tom Marriott
Me
Laura Stevens
Executive sponsorship
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Lead from the topOur executive sponsorship model
Meet with executive sponsor(s) to share:
−Why project is important
−Key audiences
−Why their voice is important
−Projected efficiencies
−Timeline
−Who gets licenses
Give talking points so they can get people excited!
Ensure consistent communication
−Marketing & Communications leader monthly newsletter
−Agency transformation bi-monthly newsletter
−Intranet articles
−Workfront owner communications
−Workfront system announcements
−Workfront Wednesdays
Selection Process Implementation After launch
Identify key milestones and celebrate progress
Recognize contributors!
Call out why they should be
excited about this new way of working
Share and update timeline,
including:
−Training
−Launch dates
−Launch parties
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Articles and announcements from monthly newsletters on Deloitte intranet
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Lots of photos to share with our Marketing & Communications colleagues!
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Implementation update article in monthly agency newsletter
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Implementation update article in monthly agency newsletter
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Map out all of your potential
communication options and reserve space in
advance
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Campaign Managers
Leadership & Sponsors
Strategic Marketing Planners (Clients)
Technology COE and ITS
Digital Marketing
PR and Internal Communications
VirtualEvents
Creative Development
In-Person Events
MarTech, Process and Analytics
Create a multi-level core team
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Make sure to include actual system users and resource
managers in your core team, not just operational lead
representatives.
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What are expectations for professionals to achieve success?
Define success criteria
Complete multi-level
training
Get work into the platform
Log in, keep work
updated
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Rolling Out Workfront in a Remote (and Global) Environment
Training, training, training!
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Eight regional U.S. offices plus two locations in Hyderabad, India
India
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&
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Training
Resource Planning
CD – Schedulers
XD – Team Leads
Deloitte Agency
Process Workfront
Training (US)
April 19 – May 10
Workfront General
System Training
March - April
Work Management
1 & 2
Los Angeles
April 19
San Francisco
April 20
Boston
April 26
New York
April 27
Rosslyn
May 1
Virtual
May 9
Atlanta
April 24
Virtual
May 10 (PM)
Charlotte
May 10 (AM)
Chicago
May 1
Virtual
May 8
Virtual
May 22 (PM)
India
June 22
India
June 21
Virtual
TBD
Team-Specific Process
Training
Campaign Management
May 29
Creative Development
May 30
Experience Delivery
May 31
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Don’t be afraid to adjust your training as you go
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Have a partner or training team to support you as
you implement if you have a large number of
locations and/or teams to train.
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MAKE
TRAINING
FUN
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Governance committee
Frame ongoing
governance
Ongoing core team meetings
Leadership updates0201
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Leadership Updates
400Marketing Campaigns
2100+Marketing Projects
600+System Users
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800Help
Tickets
950Completed
Projects
31K+Hours logged
Workfront has vastly improved my ability to provide exceptional service by enabling central document storage and management. Team members are reviewing materials more quickly since they no longer need to sift through emails to find files.- Lisa Goldstein, XD Events
I’ve been able to create as a custom report for our team’s resourcing calls. This report can be screen shared from Workfront; no need to manually create and update an Excel spreadsheet every two weeks.
– Audrey Jackson, CM
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ROI – first year of use
Project Plan Automation
Resource Planning
Reviews & Approvals
Project Kickoff & Updates
Ad hoc report building
Time spent searching for assets
1180
860
3350
2400
2200
14300
Hours saved
$82,600
$60,095
$232,260
$165,200
$152,040
$1,000,020
$YTD
TOTAL 24290 $1,692,215
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System Governance
Purpose: Acts as the platform’s leadership team that drives the decisions of process
and configuration changes, best practices and strategic direction to all groups
operating within the instance.
Activities include:
• Monthly meetings to review open requests and strategic issues
• Decisions on how to roll out and communicate change to affected teams
• Review upcoming platform releases and upgrades
• Ensure the platform direction aligns with overall strategic plans for the organization
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Create your roadmap and governance items as
projects in a portfolio and use that to guide your
monthly meetings.
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Workfront Wednesdays
Help desk queue
Core team support
Provide support
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What do our users think?
I can better plan for my time now
I can see project status and team members easily
We are able to move faster through reviews
Now I can easily transfer work and cover for colleagues
Now I can use my time innovating
I’ve built stronger relationships and trust with other teams
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Q&A
This publication contains general information only and Deloitte is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making anydecision or taking any action that may affect your business, you should consult a qualified professional advisor.
Deloitte shall not be responsible for any loss sustained by any person who relies on this publication.
About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.
Copyright © 2018 Deloitte Development LLC. All rights reserved.