• Trevor Lattin

Case Study: ERP Implementation and Change Management



A global client implemented of a highly customized and effective ERP implementation and upgraded their systems with the support of a strong Change Management program to ensure sustainable success.


The team developed, led, and helped execute the Change Management program related to the Oracle R12 Projects Module’s implementation and upgrade. Also, the team worked alongside the Client’s internal project manager and a system integration firm to ensure the re-implementation’s sustainable success. With a strong focus on securing employee emotional engagement, the team recommended an Organized Governance Framework for supporting business policies:


  • The Framework identified the owner for each policy.

  • Delivered a detailed end -user Impact Assessment related to the oracle projects re-implementation, which outlined the approach, purpose, and benefits, and detailed user feedback, assessment summary and findings and recommendations.

  • Developed a Change management Adoption Plan recommending specific change management activities for implementation

  • For each recommended activity, identified specific deliverables, attributes, key considerations, timing, and role responsible delivered a Communication Plan identifying communication title, message objects, sender, recipient, and distribution date, in addition to designing various adoption and technical communication to support cut-over and go-live activities.

  • Designed and developed Oracle Projects Properties Overview Training.

  • Facilitated cross -functional sessions involving Properties / Real Estate, Finance, Accounting, and Information Systems.

  • Facilitated discussions and workshops around practice and policy development.

  • Developed and recommended a deployment and adoption approach for each business policy, including identifying key stakeholders, developing key messaging, defining project plan, and planning communications.

  • Drafted internal communications related to policy changes, scope and goals.

  • Documented new global policy as it related to the project cost management process model.

  • Created specific policy communications, Quick References Guides, and a recommended adoption plan.

  • Provided a Project Management Business Policy Library, which detailed policies to support the Oracle re-implementation.

Change Management was the key to the benefit realization of the re-implementation. The team achieved agreement and acceptance from multiple stakeholders, including the CFO, COO, SVP Finance, CIO, CAO, on the new policies and procedures to align with the best practices and the new system capabilities.

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