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

Ready to get started with change management? Reach out to schedule your FREE consultation.


What Customers Say About Us

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, 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 Ryan, 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.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
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