4. Business Case
• Why now?
– “Voice of Business in Chicago”
• Lead by example – catch up with technology
– Unconvincing sales over the last 6 years
• New members canceling out lack of retention rate
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6. Design Focus (cont.)
• Develop closely with existing CRM vendor
– Reduce data-sync issue that arise
– Familiar software interaction
• Modern Features
– Update/Access information on-the-go
– Integrated scheduling
– Analytical dashboard
– Real-time decision making
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7. Implementation Process
• Diverse Cross-Functional Team
– Executive Sponsor
– Steering Committee
– Mobile CRM Solution Administrator
– Mobile CRM Vendor Developer
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8. Implementation Process (cont.)
• Pilot Program
– Early adopters to refine and help with testing
process
• Training Process
– CRM Vendor will conduct “train-the-trainer”
course
• Front line users
• Administrators
• In-house helpdesk
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9. Sustainability
•
•
•
•
Internal forum for quick troubleshooting
Updated hiring structure
Metric to track effectiveness of change
Springboard to a holistic coverage for other
area
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