In Population Health, Successful Implementations Start Before “Day One”

In Population Health, Successful Implementations Start Before “Day One”

In the years following the passage of the ACA, population health tools have taken on an increasingly prominent role in payer strategies to improve health outcomes, evaluate quality of care, and cut costs. The demand for nimble solutions has only grown, leading many organizations to reassess their current workflows and consider enhancements or upgrading to new solutions.…

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Don’t Overlook These Six Steps in Your Loan Origination System Implementation

Don’t Overlook These Six Steps in Your Loan Origination System Implementation

The banking industry continues to transform in an attempt to be more transparent (both internally and externally) and improve overall customer experience. Banks are investing heavily in tools such as the nCino Loan Origination System (LOS) tool to automate and streamline the end-to-end loan process. But, simply implementing software does not guarantee success.…

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What Does A Successful Salesforce Go Live Look Like?

What Does A Successful Salesforce Go Live Look Like?

After recently guiding a client through going live on Salesforce, I wanted to share a few tips in this third and final installation on my blog series for successful Salesforce adoption (click here for the first post and here for the second). I worked with my colleague, Matthew Savage, on capturing these bits of wisdom based on our recent work together for a financial company, as well as a...

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Why CX and OCM Make Such Good Partners

Why CX and OCM Make Such Good Partners

Following up on a previous blog where I talked about customers not wanting us to hide the word “change,” I jumped at the chance to co-author this blog with a colleague in our Customer Experience (CX) Practice. Having worked side by side on projects together we have seen firsthand that CX and OCM make a great pair in not only delivering on our customer’s expectations, but...

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Post Go Live Tips for Salesforce to Help Your Team Embrace Change

Post Go Live Tips for Salesforce to Help Your Team Embrace Change

In my last blog on managing change related to Salesforce, I discussed the need for organizational change management skills to support the successful adoption of Salesforce. I recently had the opportunity to work with one of our leaders in Customer Experience who focuses on Salesforce and implementing CRM technology. Together, Mallory Loe and I worked with a client that was implementing...

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Turning Change Resisters into Change Advocates

Turning Change Resisters into Change Advocates

You’re introducing a new change to your business, be it implementing a new organizational structure or system, or revamping existing processes. The change is expected to increase productivity, reduce cost, and increase employee engagement. Sound familiar? Most of your employees are eager to adopt the new change; however, there are a few people who are adamantly resisting.…

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9 Idioms to a Successful UAT

9 Idioms to a Successful UAT

“How do we test an ERP system that we do not know how to use?” is a question often posed during ERP implementations during the User Acceptance Testing (UAT) phase. This is a tricky situation as the end users often have the most in-depth knowledge of the business processes and are most likely to find “bugs” during testing, but usually have the least familiarity with a new ERP system.…

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