Onwards and Upwards - a Tale of Perseverance

1. Onwards and Upwards – A
Tale of Perseverance
Session Title HereLaura Ellison and Nicole de Wit
Shell Global Solutions
“Rennen, springen, vliegen , duiken, vallen en weer opstaan.”

2. Nicole
Total Templating Architect and System and
Content Administrator
About Us (“Team Awesome”)
Projects and Technology Downstream Commercial Sales
Laura
Deal Advisor & Proposals/Contracts
Processes Subject Matter Expert (SME)

3. A Leap into Document Automation
Shell chooses Qvidian as its’ tool…

4. • Primarily Proposal Master
• Internal re-brand to “Total Templating”
• Pilot in 2009
• Green light 2010
• Small group - 12 Qvidian seats
How it started

5. • Cost savings
– Approved content
– MS Word formatting
• Time savings (30%)
– Document production
– MS Word formatting
– Document review
• Quality
– Best practice content
– Branding
Initial Highlights

6. 0
50
100
150
200
250
300
350
400
2010 2011 2012 2013 2014 2015
Document Builds
Use of Total Templating in Shell’s Third Party Business
Total Templating Growth

7. • Internal disconnects
– Legal
– Business
– Senior Management
• Document dumping ground
– Document types
– Library content
• Resources
• External factors
2010 – 2015 Roadblocks
Above factors contributed to a stalling of continuous improvement drive.
By December 2015, Total Templating was not at its full potential and needed a
push.

8. Team Awesome to the Rescue!
Time to get stuck in and fix this thing…

9. • 2016 – new pilot
• Worked hard on visibility:
– Newsletters
– Virtual drop-in Sessions
– Gained a senior leader project sponsor
– Internal push of current users
– Shared screens
– Content development
– New pilot users
• December 2016 – green light to open TT to commercial business
What We Did

10. • Regional awareness sessions
• Recruited focal points
• 30 extra seats ordered
• 28 people with access to TT
• Training of new users
• Deal Advisor trained as super users
• SharePoint site
• Continuation of newsletters and virtual drop in sessions
Where we are now

11. 0
10
20
30
40
50
60
70
80
90
100
Q1 Q2 Q3 Q4
Use of Total Templating in Shell’s Third Party Business
Total Templating Growth
2016
2017

12. • Change management
• Content growth and management
• Training
• Sustaining momentum
• Refraining from old habits
Challenges Ahead

13. Example of Gains Through Qvidian

14. “If everyone was using [Total
Templating] it definitely would affect
the win percentage.”

15. Well on our way, but the story continues…