Agile Change Management

This successful Facility Services and Mechanical Construction company needed a change management partner to support their Enterprise Resource Planning (ERP) implementation. Their systems implementation partner used a hybrid agile approach to technology development and a waterfall approach for testing. This approach required our team to also use an agile approach to the change.

Course of Action:

  • We worked with Functional Leaders to map end-to-end business processes and identify change impacts to business operations.
  • We used a Change Impact Assessment to identify communications and education requirements, based on agile sprints and a business readiness plan for go-live.
  • The ERP applied to six key functional areas (Construction PM, Construction Ops, Finance, HR / Payroll, Supply Chain Management, and Field Services), which required a comprehensive and integrated change plan.


1.Go-live enablement includes stakeholder communications to prepare for change and identification of processes to roll out in advance of technology.

2.Training for over 3,000 users across five geographies. The plan incorporates virtual training and designed with materials that users can easily reference post-go-live.

3.Business Readiness plan maps out business activities required for all affected departments and geographies six weeks pre-go-live and four weeks post-go-live. This approach drives expectation setting for the business and preparation for changes at go-live and help track, verify, and mitigate the change execution.

4.Success Metrics address new end-to-end processes to measure, track, and verify the program’s success.

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