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From Information Systems and e-Business Management
Mona Jami Pour1 · Mahnaz Hosseinzadeh
Presenter CHEN,YOU-SHENG (Shane) 2023/01/19
An integrated framework
of change management
for social CRM implementation
JCR For Information Systems and e-Business Management
/25
1
組織變革的因素
/25
2
取自 https://sites.google.com/site/1011zuzhixinlixuedishizu/OCnSM/forces-for-change
https://wiki.mbalib.com/zh-tw/社会化客户关系管理
變革(change)
將事物變得不同於以往。
社會化客戶關係管理 (Social CRM)
是通過社群媒體(Social Media)與客戶
建立緊密聯繫,在客群媒體中與客戶
互動,並通過社群媒體中提供更快速
和周到的個性化服務來吸引和保持更
多的客戶。
2 Literature
review
1 Introduction 3 Research
methodology
4 Findings
5 Implications
6 Conclusion
Table of contents
Developing a framework to determine change management
requirements for successful implementation of social CRM in
the organizations
Purpose
Findings
Methodology
To fill in this theoretical gap by exploring the change
management requirements of social CRM initiatives in the
organizational level
Best–Worst Method is applied to calculate the weights of
each change requirement
/25
5
Originality
To identify the change
management requirements
for successful
implementation of social
CRM systems.
To prioritize and
weight the
requirements based on
their importance for
success.
/25
6
Introduction
Managing and sharing the
customers insights could be
far valuable for
organizations (gu n et al.
2014; Khodaarami and Chan
2014; Karga- ran et al.
2017)
Based on lpha report
(2018), CRM maret
potential is projected to be
US$ 82B by 2025 with the
growth of 12% annually
Many organizations use social
media channels to improve
customer support and direct
the mareting programs
(Turban et al. 2018)
Social CRM adds two dimensions to CRM;
social media and people
/25
7
Introduction
Social
CRM
a truly customer-centric
approach
enhances
interactions
between firms
and customers
improves the
customers
involvement and
support
customers nowledge
acquisition
value co-creation
service innovation
firm performa
/25
8
Introduction
the successful implementation of
social CRM systems has largely
remained vague and
underexplored (Cheng and Shiu
2018)
the success relies at the
core on a fundamental
change in the organizational
culture, organizational
commitment
while applying social media
strategy, businesses often
need to mae changes in
their activities, structures
and services (Van der Voet
et al. 2016)
a more comprehensive
framewor is needed to
identify the success factors
regarding the whole change
process
/25
9
Success factors of social CRM
many organizations face
various challenges to develop
and maintain social media in
order to improve the
customers relations (Cheng and
Shiu 2018; Yahav et al.
2020).
many researches have
attempted to address success
factors
most of the CRM implementation
success factors in the
literature have focused on
the technical part of social
/25
10
Success factors of social CRM
/25
11
Change management
unfreezing movement refreezing
ewin model is the most well-nown model
for organizational development practices
(Vaola 2013; Drzensy et al. 2012)
focus on creating
awareness and
dissatisfaction
with the current
state in
individuals to
prepare them for
initial
adoption of
change is
done and
individuals
begin to
embrace new
engage
changes in
the
organization
al daily
activities
(ippert and Davis 200
/25
12
Research methodology
01
literature review
was done by using
eywords including
social media, CRM,
social CRM success
factors, and
change management
283 Articles
106 Articles - related
45 Articles - research’s analysis
/25
14
the change process requirements of Halt et
al. (2007) were taen as the main
categories
Research methodology
Content of change
Context of change
Process
Individuals
what is
needed for
initiatives
to be able
to apply
the change
as current
internal and
external
conditions
affecting
organizational
effectiveness
justifying the
change
legitimizes the
actions
the development
of clear and
common goals
the high-quality
worforce
participation and
commitment of
supervisors
development of
team sills
Research methodology
02
the opinions of
the most
experienced
experts in
Iranian social
CRM maret
• completely expert in both
practical and academic
• all the academics had got
PhD degree in mareting
strategy
10 experts
4 top
manager
2 academics
>5Y
2 academics
>10Y
Upon the expert
viewpoints, the
initial
framewor was
verified and two
extra sub-
factors were
added into the
list
Research methodology
03
the respondents
were
representatives
of a wide
variety of
businesses
• both the business and
consumer marets and had
deployed social CRM systems
successfully
• the five-point iert scale
• total reliability was 0.84
• 51 cases were selected
• 47 completed questionnaires
were received after 7 wees
• 50.4% of the companies were
B2B
• ages was distributed between
45 and 50 years
/25
17
Research methodology
Research methodology
04
to identify the
most and the
least important
factors
• the panel consensus approach
• the same participants as in
step 2
• Pair-wise comparison
questionnaires were designed
in accordance with Rezaeis
conventional BWM
questionnaire format
• after around 1 h, the
participants arrived at a
common consensus about the
most and the least important
Research methodology
05
to determine the
stage of change
management
process to which
each of the
identified sub-
factors was
related
• a focus group of experts,
consisting of the experts of
step 2 plus two additional
experts in the field of
change management
/25
20
Findings
BWM was used to specify the weight of
each main factor and sub-factor for
successful change management of
social CRM implementation
/25
21
Findings
Content of change
Context of change
Individual factors
Process
the models were
solved by using the
ingo software and
the local weights of
the main factors and
sub-factors were
obtained
/25
22
Findings
/25
23
Findings
/25
24
Implications
• a probable research direction is to assess
the applicability of the results in business
contexts over different countries
• the suggested framewor contains the most
important international experiences
• organizations should consider contextual,
human, and techno- logical issues, as well
as the process of change
• designing a clear and comprehensive
customer orientation strategy, setting clear
objectives about changes to motivate
employees, developing accurate action
plan, etc
2.the developed framewor
is theoretically presented
3.not studying the possible
interdependencies among
the identified factors in
raning
/25
25
Limitations
1.the study sample was broad
exploring the
applicability of the
findings to different
industries, contexts,
and countries is
encouraged
simulated by dynamic
simulation approaches
Development and implementation of social
CRM as a complex process requires high
attention to changes and managing them
/25
26
Conclusion
Our findings extend the existing knowledge
regarding the successful implementation of social
CRM implementation
The current research answers the question how
an organization can successfully manage
necessary changes as to social CRM
implementation
Thank you
Jami Pour, M., Hosseinzadeh, M. An integrated framework of change management for social CRM
implementation. Inf Syst E-Bus Manage 19, 43–75 (2021). https://doi.org/10.1007/s10257-020-
00479-z
Lewin 的三步驟模式
https://sites.google.com/site/1011zuzhixinlixuedishizu/OCnSM/approaches-to-managing-
organizational-change/lewins-three-step-model
社会化客户关系管理(Social Customer Relationship Management,SCRM)
https://wiki.mbalib.com/wiki/%E7%A4%BE%E4%BC%9A%E5%8C%96%E5%AE%A2%E6%88%B7%E
5%85%B3%E7%B3%BB%E7%AE%A1%E7%90%86
Readiness for Organizational Change: The Systematic Development of a Scale
https://journals.sagepub.com/doi/10.1177/0021886306295295
RESOURCES

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Paper sharing_An integrated framework of change management for social CRM implementation

  • 1. From Information Systems and e-Business Management Mona Jami Pour1 · Mahnaz Hosseinzadeh Presenter CHEN,YOU-SHENG (Shane) 2023/01/19 An integrated framework of change management for social CRM implementation
  • 2. JCR For Information Systems and e-Business Management /25 1
  • 3. 組織變革的因素 /25 2 取自 https://sites.google.com/site/1011zuzhixinlixuedishizu/OCnSM/forces-for-change https://wiki.mbalib.com/zh-tw/社会化客户关系管理 變革(change) 將事物變得不同於以往。 社會化客戶關係管理 (Social CRM) 是通過社群媒體(Social Media)與客戶 建立緊密聯繫,在客群媒體中與客戶 互動,並通過社群媒體中提供更快速 和周到的個性化服務來吸引和保持更 多的客戶。
  • 4. 2 Literature review 1 Introduction 3 Research methodology 4 Findings 5 Implications 6 Conclusion Table of contents
  • 5. Developing a framework to determine change management requirements for successful implementation of social CRM in the organizations Purpose Findings Methodology To fill in this theoretical gap by exploring the change management requirements of social CRM initiatives in the organizational level Best–Worst Method is applied to calculate the weights of each change requirement
  • 6. /25 5 Originality To identify the change management requirements for successful implementation of social CRM systems. To prioritize and weight the requirements based on their importance for success.
  • 7. /25 6 Introduction Managing and sharing the customers insights could be far valuable for organizations (gu n et al. 2014; Khodaarami and Chan 2014; Karga- ran et al. 2017) Based on lpha report (2018), CRM maret potential is projected to be US$ 82B by 2025 with the growth of 12% annually Many organizations use social media channels to improve customer support and direct the mareting programs (Turban et al. 2018) Social CRM adds two dimensions to CRM; social media and people
  • 8. /25 7 Introduction Social CRM a truly customer-centric approach enhances interactions between firms and customers improves the customers involvement and support customers nowledge acquisition value co-creation service innovation firm performa
  • 9. /25 8 Introduction the successful implementation of social CRM systems has largely remained vague and underexplored (Cheng and Shiu 2018) the success relies at the core on a fundamental change in the organizational culture, organizational commitment while applying social media strategy, businesses often need to mae changes in their activities, structures and services (Van der Voet et al. 2016) a more comprehensive framewor is needed to identify the success factors regarding the whole change process
  • 10. /25 9 Success factors of social CRM many organizations face various challenges to develop and maintain social media in order to improve the customers relations (Cheng and Shiu 2018; Yahav et al. 2020). many researches have attempted to address success factors most of the CRM implementation success factors in the literature have focused on the technical part of social
  • 12. /25 11 Change management unfreezing movement refreezing ewin model is the most well-nown model for organizational development practices (Vaola 2013; Drzensy et al. 2012) focus on creating awareness and dissatisfaction with the current state in individuals to prepare them for initial adoption of change is done and individuals begin to embrace new engage changes in the organization al daily activities (ippert and Davis 200
  • 14. Research methodology 01 literature review was done by using eywords including social media, CRM, social CRM success factors, and change management 283 Articles 106 Articles - related 45 Articles - research’s analysis
  • 15. /25 14 the change process requirements of Halt et al. (2007) were taen as the main categories Research methodology Content of change Context of change Process Individuals what is needed for initiatives to be able to apply the change as current internal and external conditions affecting organizational effectiveness justifying the change legitimizes the actions the development of clear and common goals the high-quality worforce participation and commitment of supervisors development of team sills
  • 16. Research methodology 02 the opinions of the most experienced experts in Iranian social CRM maret • completely expert in both practical and academic • all the academics had got PhD degree in mareting strategy 10 experts 4 top manager 2 academics >5Y 2 academics >10Y Upon the expert viewpoints, the initial framewor was verified and two extra sub- factors were added into the list
  • 17. Research methodology 03 the respondents were representatives of a wide variety of businesses • both the business and consumer marets and had deployed social CRM systems successfully • the five-point iert scale • total reliability was 0.84 • 51 cases were selected • 47 completed questionnaires were received after 7 wees • 50.4% of the companies were B2B • ages was distributed between 45 and 50 years
  • 19. Research methodology 04 to identify the most and the least important factors • the panel consensus approach • the same participants as in step 2 • Pair-wise comparison questionnaires were designed in accordance with Rezaeis conventional BWM questionnaire format • after around 1 h, the participants arrived at a common consensus about the most and the least important
  • 20. Research methodology 05 to determine the stage of change management process to which each of the identified sub- factors was related • a focus group of experts, consisting of the experts of step 2 plus two additional experts in the field of change management
  • 21. /25 20 Findings BWM was used to specify the weight of each main factor and sub-factor for successful change management of social CRM implementation
  • 22. /25 21 Findings Content of change Context of change Individual factors Process the models were solved by using the ingo software and the local weights of the main factors and sub-factors were obtained
  • 25. /25 24 Implications • a probable research direction is to assess the applicability of the results in business contexts over different countries • the suggested framewor contains the most important international experiences • organizations should consider contextual, human, and techno- logical issues, as well as the process of change • designing a clear and comprehensive customer orientation strategy, setting clear objectives about changes to motivate employees, developing accurate action plan, etc
  • 26. 2.the developed framewor is theoretically presented 3.not studying the possible interdependencies among the identified factors in raning /25 25 Limitations 1.the study sample was broad exploring the applicability of the findings to different industries, contexts, and countries is encouraged simulated by dynamic simulation approaches
  • 27. Development and implementation of social CRM as a complex process requires high attention to changes and managing them /25 26 Conclusion Our findings extend the existing knowledge regarding the successful implementation of social CRM implementation The current research answers the question how an organization can successfully manage necessary changes as to social CRM implementation
  • 29. Jami Pour, M., Hosseinzadeh, M. An integrated framework of change management for social CRM implementation. Inf Syst E-Bus Manage 19, 43–75 (2021). https://doi.org/10.1007/s10257-020- 00479-z Lewin 的三步驟模式 https://sites.google.com/site/1011zuzhixinlixuedishizu/OCnSM/approaches-to-managing- organizational-change/lewins-three-step-model 社会化客户关系管理(Social Customer Relationship Management,SCRM) https://wiki.mbalib.com/wiki/%E7%A4%BE%E4%BC%9A%E5%8C%96%E5%AE%A2%E6%88%B7%E 5%85%B3%E7%B3%BB%E7%AE%A1%E7%90%86 Readiness for Organizational Change: The Systematic Development of a Scale https://journals.sagepub.com/doi/10.1177/0021886306295295 RESOURCES

Editor's Notes

  1. 最佳最差方法(BWM) 是最近引入的一种多标准决策(MCDM) 方法
  2. 確定成功實施社交 CRM 系統的變革管理要求。 根據需求對成功的重要性對需求進行優先排序和權衡。
  3. 許多組織使用社群媒體渠道來改善客戶支持並指導市場行銷計劃(Turban 等人,2018 年)
  4. 社交 CRM 系統的成功實施在很大程度上仍然含糊不清且未得到充分探索(Cheng 和 Shiu 2018) 成功的核心在於組織文化、組織承諾的根本變革 在應用社群媒體策略時,企業通常需要改變其活 需要一個更全面的框架來確定整個變革過程的成功因素動、結構和服務(Van der Voet 等人,2016 年)
  5. 許多組織在開發和維護社交媒體以改善客戶關係方面面臨著各種挑戰(Cheng 和 Shiu 2018;Yahav 等人 2020)。 許多研究試圖解決成功因素 文獻中的大多數 CRM 實施成功因素都集中在社交 CRM 實施的技術部分(Ata 和 Toker 2012)
  6. 解凍(unfreezing):致力變革,以克服個人抗拒及團體壓力。 推動(movement):將組織由現狀轉變道理想狀態的變革過程。 再結凍(refreezing):藉由平衡驅動力及約束力,來穩定變革後的新狀態。 驅動力(driving forces):讓員工行為不同於以往的力量。 約束力(restraining forces):阻礙脫離現狀的力量。 假設你朋友對你說:「嘿!我賭你沒辦法把冰塊做成錐狀!」不服輸的你,要怎麼把冷凍庫裡的冰塊變成錐體呢?首先,你得讓它融化(解凍),好方便形塑。接下來,你得拿個特殊的錐體容器,把融化後的水倒進去(推動)。最後,只要把這個容器重新放回冷凍庫裡,就能成功製作出錐狀的冰(再結凍)!在這個過程當中,組織變革就像是要重塑冰塊的外形。冷凍庫裡的冰不會平白無故地融化,所以我們要先打破現狀,接著進行重塑,最後重新穩固現狀。推動變革時,促使你把冰塊融化的動力可能是外面的溫度或是你的好勝心(驅動力),而阻止你打破現狀的力量可能是朋友的負面態度,或是媽媽叫你不要一直開冰箱(約束力)
  7. 通過使用包括社群媒體、CRM、社會化 CRM 成功因素和變革管理在內的關鍵詞進行文獻綜述
  8. 變革內容:倡議能夠應用變革的“需要什麼” 變革條件:作為影響組織有效性的當前內部和外部條件 程序:證明改變的合理性使行動合法化 明確和共同的目標的發展,導致對變革的承諾 個人:高素質的勞動力 監管者的參與和承諾 團隊技能的發展
  9. 伊朗社群CRM市場最有經驗專家的意見
  10. 新增 市場上是否存在合格的Social crm供應商 是否存在客戶關係部門 刪除 支持社群媒體使用的法律法規
  11. 專家組共識方法 與步驟 2 中相同的參與者 成對比較問卷是根據 Rezaei 的常規 BWM 問卷格式設計的 大約 1 小時後,參與者就最重要和最不重要的因素達成共識 在不同的兩天里花了大約 8 個小時,直到他們得出一個共同的解決方案
  12. 確定每個已識別的子因素相關的變更管理過程的階段 專家焦點小組,由第 2 步的專家和另外兩名變革管理領域的專家組成
  13. 利用Lingo軟件求解模型,得到主因子和子因子的局部權重
  14. 一個可能的研究方向是評估結果在不同國家商業環境中的適用性 建議的框架包含最重要的國際經驗 組織應該考慮背景、人和技術問題,以及變革過程 設計清晰全面的客戶導向戰略,設定明確的變革目標以激勵員工,制定準確的行動計劃等 適當的技術基礎設施(硬件、軟件、網絡等),存在保護用戶隱私的可能性,使用 BI/大數據技術處理非結構化客戶信息和客戶投訴管理,通過社交 CRM 和使用 Web 2.0 工具
  15. 研究樣本廣泛:鼓勵探索研究結果對不同行業、環境和國家的適用性 理論上提出了開發的框架 沒有研究排名中確定的因素之間可能的相互依賴關係
  16. 社交 CRM 的開發和實施是一個複雜的過程,需要高度關注變化並對其進行管理 我們的發現擴展了關於成功實施社交 CRM 實施的現有知識 目前的研究回答了組織如何成功管理社會 CRM 實施的必要變化的問題
  17. 社交 CRM 的開發和實施是一個複雜的過程,需要高度關注變化並對其進行管理 我們的發現擴展了關於成功實施社交 CRM 實施的現有知識 目前的研究回答了組織如何成功管理社會 CRM 實施的必要變化的問題