Navigating Change


With over 20 years of change experience, we were early pioneers in developing and executing change management strategies with our clients. From simple to complex change initiatives, we’ve successfully navigated change for our clients with varying degrees people, process and technology changes.

We collaborate with executive and program sponsors, leaders, managers and front-line staff to develop change management roadmaps aligned with your budget and timelines.

Explore our Change Management Client Engagements:

  • Developed and executed a comprehensive change management strategy in consultation with project sponsors to implement Planon, UBC’s new Enterprise Maintenance Management System (EMMS) for maintenance management, inventory management and asset management and replaced the prior PeopleSoft solution.
  • Managed rollout of Planon to 500 staff members and 1000 campus administrators. Leveraged UBC’s Transition Network to support staff transition readiness for both Planon and Workday.
  • Developed an innovative engagement strategy, delivered weekly via Zoom, in the six months proceeding Go Live, called Getting Ready for Planon to build awareness on what’s changing.
  • Created and delivered a 6-week virtual training program based on learning cohorts with 130 sessions in total. Introduced and trained technicians and trades persons on using a mobile app for the first time in the field.
  • Developed a UBC-wide change management strategy as part of a renewal strategy to transition from PeopleSoft to Workday for HR and Finance.
  • Consulted with executive sponsors to develop a business case for approval by UBC Board of Governors to secure funding for this complex, multi-year transformation program.
  • Managed external consulting firms (Deloitte, KPMG, EY, Gartner Group) to complete an accelerated evaluation of software options, requirements gathering, fit-gap analysis, and future state readiness.
  • Scheduled 40+ Workday demos in 30 days involving up to 1000 campus stakeholders as part of the selection process.
  • Completed a detailed current state review, researched comparable higher education transformation programs, assessed risks and identified key decision points for consideration by senior leadership.
  • Created an innovative Transition Network to support localized transition and readiness for 80,000 faculty, staff and students to adopt new business processes and a new way of working using Workday.
  • Developed the Leadership and Sponsorship Strategy, Adoption and Sustainment Framework and enterprise tools to support Change Management activities.
  • Created all communication materials targeting executives, campus stakeholders and standing committees using extensive channels including web, newsletters, digital signage, designated meeting channels, special community events etc. 
  • Developed multi-year change management and communications plans for a major upgrade at UBC for Finance impacting 15,000 stakeholders
  • Created an innovative readiness program, targeting faculty and staff at two campuses and clinical locations using video clips to reach geographically dispersed staff to explain the changes relative to each audience
  • Initiated extensive outreach and engagement activities to socialize new business processes and payment options
  • Authored 100 purchasing and payment procedures to improve adherence to university travel and expense procedures
  • Prepared online and print collateral with messaging tailored to specific stakeholder audiences, staged over an 18 period, introduced project branding
  • Developed training framework and materials addressing diverse stakeholder’s learning styles.
  • Developed a comprehensive Change Management Plan to guide an 18 month transition from a legacy software platform, to a web-based CRM tool for a $100 million Fundraising and Development operation
  • Coached executive sponsors to improve business processes to increase employee and alumni engagement
  • Established project governance framework
  • Created employee communication and change management strategies targeting 300+ stakeholders
  • Completed current state/gap analysis and documented extensive stakeholder requirements
  • Assessed employee readiness and created risk management plans.

Portfolio of Change Management Engagements

  • Prepared for deployment of Ceridian Dayforce HCM solution at E-Comm 9-1-1. Assess and analyze the current state to streamline business processes and align with best practice delivery. Improve the employee experience with self-service options to manage personal information, career progression and online learning. Identify impacted stakeholder groups and complete an organizational readiness assessment to support transition readiness to a cloud solution.
  • Conducted an accelerated stakeholder engagement with senior executives, physicians, hospital administrators, nurses and allied health professionals to qualify the changes resulting from the opening of the Surrey Memorial Hospital Critical Care Tower; interviewed 50 people during a 6 week period to understand process, culture, and physical space changes impacting hospital staff and patients; documented and validated business drivers, project scope, impacted stakeholder groups and desired outcomes
  • Executed a 45 day executive change review of several high profile technology initiatives as part of a $55 million Renewal Project for a world-leading cultural museum; assessed the direction of the information management (Collections, Archival, and Digital Asset Management Systems) strategy, implementation timeline and budgetary requirements; clarified the status of projects and implementation gaps, and identified opportunities for integration.
  • Designed an innovative employee orientation program and online resource for a start-up software company to engage new employees in the company’s mission and provide them with essential workplace knowledge in a concentrated one day format.
  • Collaborated on the development of a sales force training program with the Director of Marketing to connect a geographically dispersed sales team and provide ongoing, relevant sales knowledge to drive revenues at a tech company. Training delivered via monthly WebEx training sessions and quarterly in-person events.
  • Formulated an organizational learning plan for an industry leading software company including a benchmark study of industry best practices, identification of learning trends, assessment of training priorities and career path planning designed to increase retention of highly skilled technical employees.


As seasoned change practitioners, we’re certified in the leading change managing methodologies and use a variety of tools and tactics to help our clients navigate change. We employ industry best practices and years of experience working in the trenches, leveraging lessons learned.