Financial Services
Digital Sales Transformation
A new platform had gone live, but the real work still ran in spreadsheets. We closed the gap between the system and the desk.
The challenge
Licences were paid for and largely unused. The configured workflow did not match how the team actually sold, so staff maintained a parallel set of trackers and the reporting drawn from the platform was incomplete.
What we did
Mapped the real sales process as practised, then reconciled it against the configuration.
Reconfigured stages and required fields to match the work rather than the demo.
Migrated the shadow spreadsheets, reconciling record counts before switching them off.
Tracked adoption weekly during hypercare and closed the gaps that surfaced.