April 12, 2022
CHALLENGE
A leading technology & media company needed assistance with the global deployment of Workday Financials and the creation of a new finance transformation mandate to initiate a cross-functional “business enablement” team.
Zeevo professionals worked with its client’s management team to conduct a series of meetings and a multi-day, global off-site workshop that were critical to the leadership alignment.
APPROACH
- Executed planning, day-of, social, and program completion events with the goal of building global, cross-location team relationships and enhancing the shared understanding of the governance model
- Facilitated the adoption of behavioral changes with a mechanism for action and commitment follow-up
- Developed goals for each function (e.g., customer service, HR systems & operations, M&A, transformation organization, enterprise applications, global payroll, legal, finance, and accounting)
OUTCOME
- The client benefited from a cross-functional off-site, including pre-work, evening social events, and post-session follow-up, for a group of 17 executives
- A highly-regarded meeting engaged teams from across different functions within the company in a three-day, interactive collaborative session
- Participants bettered their understanding of each other, their individual working styles, the newly formed cross-functional team’s strategic initiatives, and how best to work together to reach the team’s summit of success
- With a focused strategy developed early on, the off-site meeting elevated and exceeded the participants’ standard level of expectations
- Created a post-session “report out,” with photos, project plans, and various supporting documents
- Deployed a post-session survey to obtain feedback from all participants
ZEEVO’S VALUE ADD
- Increased functional alignment with corporate objectives and strategic priorities
- Established priorities for the business enablement team with a 150-day action plan and a focus on the first 90 days
- Enhanced the documented vision for the new team and its stakeholders, establishing project plans and related milestones
- Improved cross-functional alignment through the design and deployment of communication tools, including departmental branding and creating visually appealing program artifacts
- Issued continuing professional education credits (CPE) and certificates of completion
- Gathered and analyzed input to provide recommendations for improvement of future sessions
DOWNLOAD CLIENT CASE STUDY (.pdf)
LET’S TALK
Sophie McAuley
Phone: +1 760 933 8607
smcauley@zeevogroup.com