Delivering a Platform for IT-driven Transformation

Summary of our work with a multi-jurisdictional financial services company, transforming itself via the implementation of a leading-edge IT platform.


Keywords: IT-led change, Structural Alignment, Leadership skilling, Offsite, Performance Improvement, Post-Acquisition Integration, Behaviour Change, Coaching, Financial Services
Client: Chief Executive, multi-jurisdictional financial service business, based in London
Client issue: Seeking specialist support, post-Big Four scoping, to craft and facilitate the organisational change necessary to successfully implement an industry-leading IT system, enabling straight-through processing and additional efficiencies across multiple locations.
Duration/Scope: 18 months, working via a monthly retainer averaging 14 days pcm

Value delivered

  • CEO approach & behaviours transformed – delivering clearer vision, strategy & management process; and obtaining an enhanced ‘mandate to lead’ the IT-driven transformation initiative among highly sensitised stakeholders
  • Restructured management teams & related governance bodies – delivering higher-quality, more accountable decision-making, with increased capacity to negotiate the complexity of the IT driven transformation process
  • A higher-performing organization – showing quantifiable progress against 12 ‘performance improvement objectives’ – such that long-term post-acquisition integration (PAI) & efficiency goals can be realized
  • Transformed IT-project governance, leadership and engagement with the wider organization
  • Improved morale, relationships & collaboration across previously siloed parts of the organization (= ‘culture change’ & PAI, by stealth!)
  • Increased leadership confidence and skills across three management levels

Ways of working

  • Strong, trusting relationship with Chief Executive, built by offering challenging levels of feedback plus highly attuned forms of support
  • ‘Partnering’ with other leaders across the organization, including HR, enabling them to trust us with confidences, and us to provide highly responsive forms of advice & coaching; also ensuring skills-transfer and capability-building to sustain the work on our departure
  • Combining conceptual, strategic change advice with skilled inter-personal and group-dynamic interventions
  • Working emergently, via quarterly ‘review & planning’ cycle, responding to feedback loops as the change progressed, to deliver highly bespoke service
  • Working principally as a male-female consulting ‘double-act’, offering uniquely wide-ranging, yet intimate, forms of support across three leadership levels

Key elements of our work

i) Advisory partnering & support

  • 40+ diagnostic interviews & challenging feedback to senior leadership
  • Regular 1:1 meetings with CEO alone, and 2:2 meetings together with Offshore MD
  • ‘Surgeries’ enabling other leaders to access confidential advice & support

ii) Change interventions

  • Organization re-design and accompanying engagement/communication process
  • ‘Thought-papers’ on specific aspects of the organization and its operation
  • 2-day transformative offsite for senior management in Sussex hotel: design & facilitation in partnership with key leaders
  • Governance set-up of IT programme and on-going feedback/advice/ communications support to Business Lead and Programme Manager
  • Convening ‘tough conversations’ to address particularly stuck issues
  • Partnering HR to deliver improved performance management process and grow strategic capability
  • Landing a ‘Performance Improvement Charter’ (PIC) owned by senior leadership
  • Facilitating reviews of progress against the PIC – including use of ‘Management Team
    Scorecards’, enabling various forms of team self-appraisal & development
  • Supporting individual performance review conversations and an executive exit process

iii) ‘Just-in-time’ capability- & skill-building

  • Regular 1:1 coaching (every 6 weeks) for CEO and top team
  • Design and delivery of a modular course of 90-minute ‘leadership skilling’ sessions, in response to demand from the business
  • ‘Live’ partnering/feedback/support for individual leaders in preparation for specific meetings and events

Testimony

“Integral Change had a major impact on both me and my leadership team – in terms of leading with confidence, improving our group decision-making dynamics and clarifying our leadership responsibilities… We are undoubtedly a higher performing organisation following our work with Nick and Esther, and our chances of successfully implementing a transformative IT solution are hugely increased as a result.”

Chief Executive

contact-pic02-eContact: For more information about this piece of work, contact Nick Mayhew, Director, via
email hidden; JavaScript is required or +44 (0)7753 620811. Conversations with the client quoted above can be arranged, if appropriate.
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