The end result was a fully automation solution that was customised to the exact needs of the clients. They now have visibility across multiple departments and a clearer understanding of workload and pipelines. One of the key elements we always talk about is that no matter how good the software is there are two crucial factors that determine if a project of this size is going to be successful.
Factor One: Planning, it is was crucial that we weren’t just having workshops to have workshops. Each session needs to be aligned with key findings overlaid ensure that each department had a clear understanding on how their automation would affect other teams.
Factor Two: Company buy in. This is the most important factor, if there is no company buy in from staff to adopt change and a new way of doing things all that will be created are the same processes and procedures inside a newer looking solution.