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Case Study

ERP Transformation Change Management Strategy & Plan for a Fortune 500 Energy & Utilities Company
Business Discussion

The challenge:

A Fortune 500 Energy & Utilities company modernized 27 ERP/HCM/CRM applications with a Big‑4 and a boutique partner.

Cross‑functional resistance triggered the need for a change management strategy, framework, and plan to drive adoption and establish an internal change office.

The approach:

Built a strategy using Prosci and Willis Advisory Group methodologies.

Tailored tools, templates, and best practices to secure project buy‑in.

Developed a full change management plan with structured communications and training across leadership to end users.

Delivered the plan for executive approval and provided advisory support to ramp the team through phase 1.

Typing on Laptop

The result:

Defined and delivered the company’s first enterprise ERP Change Management strategy and plan

Laid the foundation for a sustainable internal Change Management function

Supported program alignment and adoption across a portfolio tied to approximately $318M in value discovery

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Willis Advisory Group
Marietta, Georgia, 30066 USA

 

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