PE-Backed Healthcare Communications Agency

Digital Transformation Accelerates Growth & Exit

PE-Backed Healthcare Communications Agency

Digital Transformation Accelerates Growth & Exit

A mid-sized, PE-backed healthcare communications agency on a rapid growth path needed an Oracle Netsuite CRM and ERP implementation, a critical step in its overall digital transformation. The existing project was failing, costs and timelines had overrun by over 300% with no delivery in sight.

What were the challenges?

The agency had fallen out with the vendor and with no governance, internal experience of managing Change and badly gathered requirements, there was no clear path to delivery. The target operating model was poorly defined and new business processes (Operational and Financial) were still in development. Adding to the pressure was the acquisition of three further businesses globally and the cultural fatigue from lack of vendor steer and clarity.

So, what did we do?

We re-scoped, reprioritised and re-planned all digital transformation deliverables for CRM, Finance, Project Management, Resource Management and HR. We developed a new and detailed milestone plan, bringing the management team, key suppliers and partners together to ‘own’ parts of the plan. We managed the vendor very tightly indeed, negotiating additional support (cost-free) and reducing contractual software license spend. Working as ‘part of the investee’ team in a sleeves up approach we got the organisation moving in the right direction. Initiating and managing a phased approach, we created a “Change Adopter” atmosphere across the firm whilst integrating five businesses onto the solution.

The cherry on top - we also saved the client £30,000 by renegotiating the software contract

DO YOU NEED TO DIGITALLY OPTIMISE YOUR BUSINESS?

WE’RE EXPERTS
IN OUR FIELD

We are experts in what we do. Committed professionals who are at the leading edge of our specialised field.

A mid-sized, PE-backed healthcare communications agency on a rapid growth path needed an Oracle Netsuite CRM and ERP implementation, a critical step in its overall digital transformation. The existing project was failing, costs and timelines had overrun by over 300% with no delivery in sight.

What were the challenges?

The agency had fallen out with the vendor and with no governance, internal experience of managing Change and badly gathered requirements, there was no clear path to delivery. The target operating model was poorly defined and new business processes (Operational and Financial) were still in development. Adding to the pressure was the acquisition of three further businesses globally and the cultural fatigue from lack of vendor steer and clarity.

So, what did we do?

We re-scoped, reprioritised and re-planned all digital transformation deliverables for CRM, Finance, Project Management, Resource Management and HR. We developed a new and detailed milestone plan, bringing the management team, key suppliers and partners together to ‘own’ parts of the plan. We managed the vendor very tightly indeed, negotiating additional support (cost-free) and reducing contractual software license spend. Working as ‘part of the investee’ team in a sleeves up approach we got the organisation moving in the right direction. Initiating and managing a phased approach, we created a “Change Adopter” atmosphere across the firm whilst integrating five businesses onto the solution.

The cherry on top - we also saved the client £30,000 by renegotiating the software contract

DO YOU NEED TO
DIGITALLY OPTIMISE
YOUR BUSINESS?

DO YOU NEED TO
DIGITALLY OPTIMISE
YOUR BUSINESS?

We are experts in what we do. Committed professionals who are at the leading edge of our specialised field.

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