• Change and Adoption Assessment

Adoption and Change Assessment

The first step towards a successful implementation


Implementing a new ERP or CRM system has a huge impact on the people in your organization. This means that the ability of any project to deliver on its objectives largely depends on the people who embrace the system and the new way of working.

If people are insufficiently involved in or resist the change – resulting in slow adoption and low uptake – there is a very real risk that you will fail to meet your financial and strategic objectives.

A sound adoption and change strategy provides clear insights into the human dimension of achieving your goals. It sets out structured data as well as concrete plans and measures aimed at realizing a successful adoption and is therefore a key factor in achieving the return on investment (ROI).

HSO’s Adoption & Change Assessment is the first step we take on any adoption journey, and it serves as the foundation for your adoption and change approach. We carry out the assessment for companies that

  • are about to embark on a major implementation and want to prepare themselves thoroughly.
  • are in the middle of a transition and are facing resistance or other obstacles.
  • discover, after going live, that the new applications are not being used to their full potential and that ROI is lagging behind.

"Adoption and change management is about delivering maximum utilization of software and systems. In plain English, this means that everyone is using the software – and they are using it in the most optimal way."

So, how does the Adoption & Change Assessment work?

At HSO, adoption and change is an integral component of our Excellerate project methodology. Excellerate brings together project management (for a successful technical implementation) and adoption and change management (for a successful adoption of the application). The Adoption & Change Assessment is the first step we take on any adoption journey, and it serves as the foundation for your adoption and change approach.

What is the Adoption & Change Assessment?

We use questionnaires and interviews with management teams, project team members, key users, and end users to collect information from the organization.

  • Is there alignment and agreement on the need for and the objective of the change?
  • Does everyone know what is required to make the project a success? After the assessment, your organization knows exactly where it stands and what strategy is needed to ensure a successful adoption and change process.

The assessment looks at:

  • Risks – at organization and change levels
  • Sponsorship – at management level
  • ADKAR – at employee level

Take the efficiency of your current IT application to the next level

Ever considered whether new user adoption activities could increase the efficiency of your current IT platform? One thing we have noticed in many organizations is that they are not getting the most out of their systems. And this is where the Adoption & Change Assessment comes in: it will help you to identify the catalysts you can use to increase the ROI of your applications – without having to initiate a new IT project.

What is the result?

A dashboard providing a clear overview of the status of the organization in terms of the upcoming change and potential risks

  • Agreement about the objective
  • Criteria for success
  • Leadership and sponsorship
  • ADKAR (your teams’ change profiles)
  • Characteristics of the organization that are relevant to the change
  • Willingness to change
  • A strategy with concrete measures for sponsorship

Lead time: two to five weeks

ADKAR stands for Awareness, Desire, Knowledge, Ability, and Reinforcement, and it gauges where team members are in terms of each of these stages.

A proven and structured change process

The Prosci 3-Phase Change Management Process is the method we use to guide organizations through the phases of change management.

It is at the heart of Microsoft’s Customer Success Management adoption and change approach. Prosci offers a proven and structured change process that is based on research and input from thousands of organizations worldwide. It provides a clear and coherent set of ready-to-use tools, templates, and checklists.

Customer cases

Satisfied customers

Is your organization ready for change?

Our experienced Adoption & Change consultants would be more than happy to advise you on the ins and outs of the adoption and change process – from planning and implementing the assessment to a complete adoption and change strategy. Get in touch!

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