Benefits of Change Management

Higher Employee Retention
Better Requirements Definition
Improved Budget Control
Higher User Satisfaction
Greater Employee Buy-In
More Accurate Software

Manage the Change for Better Outcomes

Change is the force behind innovation, improvement, scalability, and growth. Although logically we understand the importance of change, it is within our human nature to resist it, often viewing change with uncertainty or skepticism. CRM change management works to make software transition less scary by engaging teams in the change process, helping them understand what to expect, and presenting the value the changes will create for them.

A structured approach helps mitigate user anxieties by presenting a clear purpose and roadmap for the change. Surveys establish a baseline to understand success factors and fears, while an internal change management board keeps key players from your organization looped in. Businesses must adapt or get left behind. Change management ensures those adaptations have structure, vision, and return on investment, which leads to better outcomes.

Our Change Management Offerings

Usability Surveys

What do your CRM users hope to get out of your system? The best way to answer that question is simply to ask them. Usability surveys measure users' expectations for how they expect the software to work, which provides feedback to developers to make a more intuitive software.

Change Boards

A change board is an internal committee of key decision-makers who work together to evaluate change requests. Change comes in the form of changes to scope, which can impact both time and budget. It's the responsibility of the change board to evaluate scope changes against the business' return on investment. The change board also decides if the change will be applied in the current release or future releases.

Transition Management Teams

The transition management team is a group of key users that are not part of the project team who can provide feedback to improve the success of adopting the software. They become advocates for their peers when the software goes live.

Start a Project With Us

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What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
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