Our client, a leading national bank, aimed to achieve comprehensive organizational readiness by aligning people, processes, and technology through the creation and execution of a detailed merger integration roadmap.
Ensuring organizational readiness through people, processes, and technology
Service Provided
Capabilities Utilized
Project & Program Implementation Organizational Transformation Management.
Client challenge
Following a merger with a major company, our client faced the challenge of uniting their brand, including aligning people, processes, and technologies. Additionally, they were grappling with the management of over 30 complex, large-scale, technology-driven initiatives. Leadership lacked clarity on the impacts of these changes and remained primarily focused on technology. The various initiatives were working in isolation, with minimal communication between critical areas.
Our solution
Valtree facilitated workshops to drive comprehensive change impacts. We developed continuity and mitigation plans to ensure a smooth transition – focusing on operations, employees, and customers. Additionally, we planned and executed key change management initiatives to minimize the impacts of change.
Results
Valtree supported overall integrations and ensured organizational readiness, encompassing operational, employee, customer, and technological preparedness. We facilitated project visibility to drive progress, remove obstacles, and achieve quality results, while integrating future-state processes that led to reduced cycle times, touch times, and manual tasks.
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