Core Consulting Group (CCG) was engaged by one of Australia’s leading Pharmaceutical Retail businesses. Distributing pharmaceutical products, our client has hundreds of retail stores around the country.
Our client had implemented an EPM tool that they purchased off the shelf without doing any configuration or Change Management. Like many other organisations they thought “how hard could it be”. Unfortunately for them they learnt that while configuring a tool is easy, knowing what to configure and how to communicate with users to ensure they adopt a tool is anything but easy.
They were a very smart organisation, as evidenced by their success in the market, and recognised they had made a mistake. CCG was engaged to review their current EPM tool configuration, and to offer alternatives to their current situation. We started with our “Concept of Operations” workshop to gain clarity of what aspects of an EPM tool they wanted. After discussions it was decided (politically) that they would change tools, which would see a fresh start for the initiative and allow them to move on.
Our client chose to implement Daptiv, an EPM tool from Changepoint. As a trusted Changepoint partner our client was comfortable with engaging with us to implement Daptiv for them. Their objective was to centralise data, providing a single source of truth. CCG used our proven 4 step approach to the engagement:
- Step 1: Agree Requirements through mock ups and a Data Dictionary
- Step 2: Configuration of Daptiv and sample data loading for testing and training
- Step 3: Configure Reporting (using Cognos BI), meanwhile UAT was underway
- Step 4: User Training and full data loading
The outcome was an EPM tool that was stable, easy to use, and fit for purpose for our client using Daptiv configured for their needs. This was further solidified by ensuring users were trained in using the new PPM tool and supported through the change.
Key elements of the solution included:
- Advisory and consulting services providing guidance
- Daptiv configuration
- Cognos report development
- Training and support