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Case Study

A licensing and regulatory body for medical professionals

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The Challenge

The Experience Advisors were engaged by our client to lead the change management and training for an enterprise (CRM) modernization and transformation project.

Our Approach

The client planned to retire 14 legacy systems and replace with a new CRM (MS Dynamics including Finance and Operations) as well as file management system (MS SharePoint), a change that would impact 300 full-time employees, 300 external stakeholders, and over 80,000 physicians.  This digitization and modernization represented a major change in mindset, process workflow, and systems
for employees, stakeholders, and physicians. 


XA helped the client:

  • Map the current-state functional and technical process maps across 16 divisions and 50+
    roles.
  • Target-state process maps to scope the change impact.
  • Oversee the change management portion of the project plan that included communication,
    sponsorship, evaluation, and risk mitigation over 18-months.

The Outcome

Our team of 12+ resources was able to develop all current state and target state process maps, support with 18-months of change management support across three (3) product releases and develop training for 16 work streams impacting 600 internal and external stakeholders on time for our client.