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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 only the experience of project managing a migration to another location or way of working but also in transferring their own role.  Our people understand the emotions that people experience when involved in migrations, 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 sixty transition programs and have combined that knowledge and experience to create a view of best practice.  This gives a competitive advantage when it comes to 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 be able to run 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 budget” transitions and ensure a quick stabilisation process.

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People (HR)

Design Scope
Organisation Design – including Supplier & retained structure

Employee consultation plan
Retained team job descriptions
HR communications

Employee consultation
Retained Team selection

Ramp down staff


Define scope
Identify stakeholders
Develop stakeholder communication plan

Communications to:

  • Leadership
  • Affected and non-affected stakeholders
  • Business

Communication of performance

Knowledge Transfer

Define Knowledge Transfer
Design Knowledge transfer plan

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

Stabilisation tracking
Error log
Query log

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Operations and Change


  • 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


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


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

Technology and Work Environment


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


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


  • Stabilisation tracking
  • Handover to support team

Service Management


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


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


  • Account management
  • Service reporting