Global Accounting Network Case Study: Strategic Organizational Change Management for New Technology Implementation

The Challenge: Driving Global Adoption of Mission-Critical Technology

Our client, a global accounting network with hundreds of independent firms worldwide, was rolling out a new mission-critical technology solution. This multi-year transformation required a robust organizational change management (OCM) strategy to ensure successful adoption across all 260 member firms globally. The challenge involved not only technical implementation but also overcoming potential resistance, facilitating process adoption, and developing comprehensive training for a diverse, international audience.

Our Solution: Comprehensive OCM Strategy & Multi-Phase Global Implementation

We partnered with the client to develop and lead a comprehensive OCM strategy tailored for their global technology rollout. Our team conducted a thorough discovery and stakeholder assessment, providing insights that informed a phased strategic plan. We then designed and delivered global communications, a multi-language training curriculum, and governance frameworks to facilitate smooth process adoption and ensure long-term commitment. Our focus was on empowering the client's internal team to sustain change management efforts post-engagement.

Key Services Delivered:

Tangible Impact: Seamless Global Adoption & Sustained Strategic Impact

Our engagement ensured the successful implementation and adoption of the new technology across the client's vast global network. We delivered a change strategy that was recognized by the client as “top-notch” and significantly more comprehensive than previous engagements. Through strategic guidance and proactive communication, the client's Project Management Office was empowered to stand up the global software implementation, monitor progress, and mitigate roadblocks effectively. The project was delivered within the timeframe laid out, fostering a proactive approach to technology adoption and securing long-term commitment.

Consultants collaborating on an organizational change management strategy for a global enterprise.

"They were all highly qualified and capable and provided the right level of consulting that we needed. Most people focused on basic comms and training, but 18 Coffees ultimately delivered what I could never articulate to others properly regarding what I hoped would be in a comprehensive change strategy and plan."

Director, Global Conflict Solution

Project Details:

  • Project Length: 12 Months

  • Client Location: Global (virtual)

  • Industry: Financial Services (Accounting Network)

  • Client Type: Large Global Enterprise


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United Way Worldwide Case Study: Driving Network-Wide Transformation & Change Management