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Case Study: Change Management for Asset Manager

A multinational asset manager needed to modernize its corporate finance operations while overcoming workforce fatigue, leadership misalignment, and resistance to change. Logicon introduced a people-centered change management strategy combining user adoption, SAP expertise, training, and operational redesign.
40%+
Increase in Employee Engagement Scores
3x
Faster Adoption of New Technology and Processes
75%
Reduction in Data Errors
01
Challenge

A large multinational asset manager with nearly $3T in assets under management aimed to expand its investment offerings globally. However, the corporate finance division faced several challenges:

The primary aim was to scale and simplify operations while creating deeper financial insights into revenue, expenses, and other corporate economics. Key

Workforce Fatigue

An exhausted workforce from previous failed transformations and recent downsizing.

Operational & SAP Complexity

Concerns about optimizing operational changes while simultaneously upgrading SAP systems.

Leadership Misalignment

A lack of clarity and alignment among leaders regarding the department’s future direction.
02
Solution

To address these challenges, Logicon devised a dual strategy rooted in design thinking principles, focusing on understanding the affected audiences and pinpointing critical ‘moments that matter’ throughout their journey of change. Key components included:

Step 01
Change Impact & Leadership Alignment
Conducting change impact assessments and leadership alignment workshops.
Step 02
Communication & Training Strategy
Designing and executing comprehensive communication and training plans.
Step 03
Operating Model Redesign
Redesigning the operational model to improve efficiency and support transformation.
Step 04
Iterative Development & Testing
Developing, testing, and refining new systems and processes through an iterative approach.
Step 05
Transition Training & Support
Providing comprehensive training and ongoing support to ensure a smooth transition.
03
Results

Employee Engagement, Faster Adoption & Improved Data Accuracy

Logicon’s user adoption and SAP change management approach helped the asset manager successfully navigate its corporate finance transformation. The initiative strengthened employee engagement, accelerated the adoption of new technologies and processes, and significantly reduced data errors across the organization.
40%+
Increase in employee engagement scores
3x
Faster adoption of new technology and processes
75%
Reduction in data errors

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