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EMBRACING 
CHANGE MANAGEMENT 
What You Will Gain & Why It Matters
The Most Overlooked Aspect of Project Success 
What if the most important factor to project success had nothing to do with 
product features? What if, by simply accounting for the human element of change 
within your organization, the likelihood of meeting objectives could increase as 
much as six-fold? This is the reality of change management. 
While other vendors focus solely on the technical aspects of implementation, 
Esker sets itself apart by recognizing that project success is equally dependent 
on user adoption as it is on user-friendly features. Change may not be easy, but 
the highly trained and certified experts of Esker Professional Services will actively 
partner with our customers during implementation to help manage the impact of 
change and foster project success.
Embracing Change Management | 3 
Defining Change Management 
When an organization adopts a new project, it has a desired 
outcome in mind. Change management is a set of processes 
and techniques that get you to that outcome with maximum 
user acceptance by delivering the right information to the right 
people at the right time. 
Devising a comprehensive plan for change management during 
implementation is the key to project success; and the best 
outcomes are achieved when change comes from within. That 
means participation by everyone impacted, from executives 
and managers to supervisors and front-line employees. 
What to expect by managing change 
The following are some of the most common outcomes 
organizations can expect from effective change management: 
§ Increased likelihood of project success 
§ Improved morale of employees affected by the project 
§ Greater chance for project to be within budget 
§ Greater chance for project to finish within timeframe 
§ Less stress before, during and after project 
§ Increased project legitimacy 
Benefits of Change Management 
If a project fundamentally changes the way certain people in 
your organization work, those individuals have to be supportive 
of the change and engaged in the transition — if not, the goals 
of your project will be much harder to realize. 
Numbers tell the story 
To put things in perspective, the figure below is from a 2014 
change management benchmarking report1 by Prosci that 
illustrates a strong correlation between change management 
effectiveness and meeting or exceeding project objectives. 
Of the participants that had “excellent” change management 
programs in place, 96% met or exceeded their objectives. That’s 
six times higher compared to the 16% success rate for those 
with “poor” programs in place. Furthermore, even participants 
with “fair” change management programs were nearly three 
times more likely to meet or exceed their objectives. 
Poor Fair Good Excellent 
n=244 n=653 n=834 n=165 
Overall effectiveness of change mangement program 
*Data from 2007, 2009, 2011 and 2013 
Percent of respondents that met or 
exceeded project objectives 
100% 
90% 
80% 
70% 
60% 
50% 
40% 
30% 
20% 
10% 
0% 
16% 
46% 
77% 
96% 
Correlation of Change Management Effectiveness 
to Meeting Project Objectives 
1. Prosci Benchmarking Report: Best Practices in Change Management, 2014 Edition, 2014. Prosci.
Embracing Change Management | 4 
Change from Within 
Esker’s approach to change management comes down to 
a simple truth: Organizations change for a reason, and the 
“people side” of that change needs to be properly managed 
in order to realize the desired outcomes. Esker is prepared 
to be a supportive vendor to guide you through the process; 
however, participation and buy-in from all involved parties 
is the driving force behind truly great change management. 
Effective change management must come from within. 
To further validate this point, participants in the same 2014 
Prosci benchmarking report listed the greatest contributing 
factors to project success, in order of importance, as follows: 
§ Active and visible executive leadership 
§ Structured change management approach 
§ Dedicated change management resources/funding 
§ Frequent and open communication about change and the 
need for change 
§ Employee engagement and participation 
§ Engagement and integration with project management 
§ Engagement and support from middle management 
Esker Solution Methodology 
The Esker Solution Methodology (ESM) encourages a user-friendly 
and collaborative environment so that the chosen 
solution is highly responsive to the individuals actually using it. 
Our highly trained and certified experts work closely with you 
to align all expectations and strategies by following a Prosci-inspired 
three-phase change management process: 
Phase 1: Change preparation 
§ Defining your strategy 
§ Preparing your change management team 
§ Developing your sponsorship model 
Phase 2: Change management 
§ Developing change management plans 
§ Implementing your actionable plans 
Phase 3: Change reinforcement 
§ Collecting and analyzing feedback 
§ Diagnosing gaps and managing resistance 
§ Implementing corrective actions 
§ Celebrating change management successes 
Conclusion 
Implementing a business change that lacks employee 
engagement is like getting a set of shiny new musical 
instruments without a band to play them. The ensemble may 
look great and have a ton of potential, but true harmonization 
will never be achieved. In the end, the performance of a project 
depends on the people involved. 
Effective change management can only be fully realized via the 
actions taken within your organization. Fortunately, Esker has 
the experience, certified experts and proven methodology to 
assist you in the process, and help create a strong foundation 
for your change management strategy.
About Esker 
Esker is an industry leader in document process automation solutions, helping 
organizations of all sizes Quit Paper™ and improve how their business information 
is processed and exchanged using one shared platform. 
Founded in 1985, Esker has over 80,000 customers and millions of licensed 
users worldwide. Esker operates in North America, Latin America, Europe and 
Asia Pacific with global headquarters in Lyon, France, and U.S. headquarters in 
Madison, Wisconsin.
© 2014 Esker S.A. All rights reserved. Esker and the Esker logo are trademarks or registered trademarks of Esker S.A. in the U.S. and other 
countries. All other trademarks are the property of their respective owners.

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[eBook] Embracing Change Management

  • 1. EMBRACING CHANGE MANAGEMENT What You Will Gain & Why It Matters
  • 2. The Most Overlooked Aspect of Project Success What if the most important factor to project success had nothing to do with product features? What if, by simply accounting for the human element of change within your organization, the likelihood of meeting objectives could increase as much as six-fold? This is the reality of change management. While other vendors focus solely on the technical aspects of implementation, Esker sets itself apart by recognizing that project success is equally dependent on user adoption as it is on user-friendly features. Change may not be easy, but the highly trained and certified experts of Esker Professional Services will actively partner with our customers during implementation to help manage the impact of change and foster project success.
  • 3. Embracing Change Management | 3 Defining Change Management When an organization adopts a new project, it has a desired outcome in mind. Change management is a set of processes and techniques that get you to that outcome with maximum user acceptance by delivering the right information to the right people at the right time. Devising a comprehensive plan for change management during implementation is the key to project success; and the best outcomes are achieved when change comes from within. That means participation by everyone impacted, from executives and managers to supervisors and front-line employees. What to expect by managing change The following are some of the most common outcomes organizations can expect from effective change management: § Increased likelihood of project success § Improved morale of employees affected by the project § Greater chance for project to be within budget § Greater chance for project to finish within timeframe § Less stress before, during and after project § Increased project legitimacy Benefits of Change Management If a project fundamentally changes the way certain people in your organization work, those individuals have to be supportive of the change and engaged in the transition — if not, the goals of your project will be much harder to realize. Numbers tell the story To put things in perspective, the figure below is from a 2014 change management benchmarking report1 by Prosci that illustrates a strong correlation between change management effectiveness and meeting or exceeding project objectives. Of the participants that had “excellent” change management programs in place, 96% met or exceeded their objectives. That’s six times higher compared to the 16% success rate for those with “poor” programs in place. Furthermore, even participants with “fair” change management programs were nearly three times more likely to meet or exceed their objectives. Poor Fair Good Excellent n=244 n=653 n=834 n=165 Overall effectiveness of change mangement program *Data from 2007, 2009, 2011 and 2013 Percent of respondents that met or exceeded project objectives 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 16% 46% 77% 96% Correlation of Change Management Effectiveness to Meeting Project Objectives 1. Prosci Benchmarking Report: Best Practices in Change Management, 2014 Edition, 2014. Prosci.
  • 4. Embracing Change Management | 4 Change from Within Esker’s approach to change management comes down to a simple truth: Organizations change for a reason, and the “people side” of that change needs to be properly managed in order to realize the desired outcomes. Esker is prepared to be a supportive vendor to guide you through the process; however, participation and buy-in from all involved parties is the driving force behind truly great change management. Effective change management must come from within. To further validate this point, participants in the same 2014 Prosci benchmarking report listed the greatest contributing factors to project success, in order of importance, as follows: § Active and visible executive leadership § Structured change management approach § Dedicated change management resources/funding § Frequent and open communication about change and the need for change § Employee engagement and participation § Engagement and integration with project management § Engagement and support from middle management Esker Solution Methodology The Esker Solution Methodology (ESM) encourages a user-friendly and collaborative environment so that the chosen solution is highly responsive to the individuals actually using it. Our highly trained and certified experts work closely with you to align all expectations and strategies by following a Prosci-inspired three-phase change management process: Phase 1: Change preparation § Defining your strategy § Preparing your change management team § Developing your sponsorship model Phase 2: Change management § Developing change management plans § Implementing your actionable plans Phase 3: Change reinforcement § Collecting and analyzing feedback § Diagnosing gaps and managing resistance § Implementing corrective actions § Celebrating change management successes Conclusion Implementing a business change that lacks employee engagement is like getting a set of shiny new musical instruments without a band to play them. The ensemble may look great and have a ton of potential, but true harmonization will never be achieved. In the end, the performance of a project depends on the people involved. Effective change management can only be fully realized via the actions taken within your organization. Fortunately, Esker has the experience, certified experts and proven methodology to assist you in the process, and help create a strong foundation for your change management strategy.
  • 5. About Esker Esker is an industry leader in document process automation solutions, helping organizations of all sizes Quit Paper™ and improve how their business information is processed and exchanged using one shared platform. Founded in 1985, Esker has over 80,000 customers and millions of licensed users worldwide. Esker operates in North America, Latin America, Europe and Asia Pacific with global headquarters in Lyon, France, and U.S. headquarters in Madison, Wisconsin.
  • 6. © 2014 Esker S.A. All rights reserved. Esker and the Esker logo are trademarks or registered trademarks of Esker S.A. in the U.S. and other countries. All other trademarks are the property of their respective owners.