Category: Case Studies

Case Study: Microsoft CRM Dynamics

ChangeFolio

Context The technical implementation of an organisation-wide technology solution is only as successful as the adoption of the technology. The successful implementation of Microsoft CRM Dynamics provides access to the right data, at the right time from an easily accessible platform. It also provides access to analytically qualified cross-sell and up-sell leads and opportunities to […]

Case Study: Managing & Reporting on Conflict of Interest

ChangeFolio

Context A multi-national bank implemented a digitised approach to managing and reporting on conflict of interest within the Corporate and Investment Banking division. The purpose was to ensure compliance around deal making and to shift away from the use of excel spreadsheets to manage conflicts of interest. The change included the introduction of software to […]

Case Study: Global Changes in Local Markets

ChangeFolio

Context An international FMCG organisation embarked on a global change to focus on growth to market share. An integrated operational unit was being set up, in various stages, across local markets. This is the largest structural change that the company had experienced in its 90 year existence. Within this structural change, roles were redefined and […]

Case Study: Consent Management Implementation

ChangeFolio

Context A multi-national financial corporation has been in the process of implementing Consent Management across various business areas of the bank. This change can be described as; a System and process change, and a Legislative change. As per legislative requirements, and as it links to POPIA, a deadline had been set by the Banking Regulator […]

Case Study: A Centralised Procurement Model

ChangeFolio

Context Many organisations are moving towards centralised operating models. In a procurement context, a centralised and digitised procurement model protects and governs how the enterprise aligns on spending and realises economies of scale. Snap Stats Procurement Maturity Model: 20% Laggards 50% Industry average 30% Best-in-class Critical Success Factors for the Change Culture & Behaviour Strategy […]