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Transition Management

Transition Approach

Our practitioner based model combines functional expertise, with experience in transition management and robust project management to implement shared services, outsourcing arrangements and global business services

We recognise the importance of combining the emotional intelligence of our people with proven methods for transition management.

The key characteristics of our approach to transition management are:

  • Our people have a high level of EQ. Many have not just the experience of project managing a migration to another location or way of working, but also in transferring their own role to another location.  Our people understand the emotions that people experience when involved in migrations, and even when they may not be directly impacted by the change
  • We train and we test. We do not believe that it is enough to carry out the “watch”, “learn” and “do” approach for knowledge transfer.  Whilst this provides a healthy level of training, it does not clearly provide a view of competence, hence we introduce the concept of “test” to ensure that the knowledge is well understood and can be applied in future environments
  • We have invested in tools, templates and methods. We bring together the experience of over 60 transition programs and have combined that knowledge and experience to create a view of best practice.  This gives a competitive advantage when it come sot creating templates, leveraging the right tools to ensure that the project is successful, and following the appropriate approach
  • Our people train your people to provide a sustainable model. Embedded into our approach to transition management, is to train internal client staff to be able to pick up the key concepts of transition and therefore are able to run those projects themselves

We provide transition management support, for organisations:

  • Implementing shared services
  • Implementing global business services
  • Outsourcing to a third party or multiple third parties
  • Changing outsourcing provider
  • Insourcing from a third party

 Functionally, we specialise in:

  • Finance
  • HR
  • Procurement
  • Legal
  • Marketing
  • IT
  • Project Management

We believe that the role of a transition manager is not over until the program has not just achieved the Go Live, but has stabilised effectively and met all of the business case parameters.

Leverage our transition management services when you desire a smooth transition implemented by local experts with the right experience!

We deliver “on time” and “to the budget” transitions, and ensure a quick stabilisation process.

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People (HR)

Design
Design Scope
Organisation Design – including Supplier & retained structure

Develop:
Employee consultation plan
Retained team job descriptions
HR communications

Deliver
Employee consultation
Retained Team selection

Stabilisation
Ramp down staff

Communications

Design
Define scope
Identify stakeholders
Develop stakeholder communication plan

Deliver
Communications to:

  • Leadership
  • Affected and non-affected stakeholders
  • Business

Stabilisation
Communication of performance

Knowledge Transfer

Design
Define Knowledge Transfer
Design Knowledge transfer plan

Deliver
Prepare supplier / operational team for Knowledge transfer
Gather data of on processes
Work shadowing
Reverse KT
Service rehearsal
Three way KT Sign off

Stabilisation
Stabilisation tracking
Error log
Query log

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Operations and Change

Design

  • Capture As Is process
  • Design To Be process
  • Design future state organisation
  • Design and change plan change to enable transition (e.g. scanning)
  • Design business continuity plan

Deliver

  • Implement operating model
  • Implement organisations design
  • Process transformation
  • Sign-off business continuity plan

Stabilisation

  • Stabilisation tracking
  • Manage 30/60/90 day plan
  • Retained organisation and new processes operating

Technology and Work Environment

Design

  • Identify tools list
  • Plan solution
  • Design infrastructure
  • Design support model
  • Identify licensing / right to use requirements

Deliver

  • Implement tools
  • User Acceptance Tests
  • End to End testing
  • Access Set up
  • Transfer / buy licenses
  • Implement support infrastructure

Stabilisation

  • Stabilisation tracking
  • Handover to support team

Service Management

Design

  • Identify baseline data
  • Design KPIs, SLAs and OLAs
  • Create account management plan and structure
  • Draft contract

Deliver

  • Implement account management
  • Implement management operating systems
  • Implement and verify SLAs and KPIs
  • Sing contract

Stabilisation

  • Account management
  • Service reporting