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Four Steps to Lead Change Management for IPA
MINDSPEAKS
WEBINAR
SERIES
Hosted by:
Mohit Sharma
Founder & Executive Chairman,
Mindfields Global
Presented by:
Esther De La Cruz
Founder and Change Leadership Specialist,
Leader of Change
About
Mindfields drives innovation and excellence by leveraging disrupting technologies to
optimize business processes that enable our clients to 'Grow for tomorrow'. We are a
vendor-agnostic automation and artificial intelligence services firm. Gartner and HfS
Research has positioned Mindfields as a leading, niche Robotics Process Automation
advisory (RPA) firm and we are globally recognized as a thought leader in this space. We
have ranked among the top 20 fastest growing Australian firms in the Deloitte Fast 500
www.mindfieldsglobal.com
Leader of Change is a boutique consulting firm that specialises in helping medium to large
organisations adopt new technology seamlessly and successfully.
Points to remember
• Attendees will be on mute mode
• Attendees can submit questions via chat message to panellists, to be answered during
the Q&A session
• Presentation slides and webinar recording will be sent to all attendees after the webinar
Speakers
Esther De La Cruz
Founder and Change
Leadership Specialist,
Leader of Change
Esther works with leaders and business owners to build
change capability across the organisation to achieve greater
efficiencies and benefits from change, while making it easier
for people to adopt change and eliminate business risk.
She is a result-driven professional with over twenty years
experience in managing change for high profile business
transformation projects including a Master Data Management
system and Data Governance implementation, a company-
wide SAP implementation, several Management System
implementations and Supply Chain Integration projects. She
is the author of the book “Leading Technology Driven
Transformation”, which is available in major bookstores
across Australia.
Mohit Sharma
Founder and
Executive Chairman,
Mindfields Global
Mohit has over 20 years of experience working in Strategy,
Corporate Finance, and Risk Management Solutions for
Deloitte, PwC, and EY. Mohit has authored and published
one of the first and most comprehensive research on
Robotics and Process Automation. Mohit provides advisory
services to leading global financial and non-financial
organization in US, Australia, UK, and India on their journey
for Automation and Artificial Intelligence. Mohit loves cricket
and food, in that order.
Agenda
Particulars TIME
Introduction to topic and Speakers 5 minutes
Session 1: What is Change Management and Change Leadership? 10 Minutes
Session 2: Why is Change Management so important for the IPA journey? 10 Minutes
Session 3: Four steps to take control of IPA driven change in your
organization
10 Minutes
Session 4: Practical ideas on managing Technology innovation programs to
ensure that business benefits are achieved from IPA.
10 Minutes
Questions and Answers 10 Minutes
Polls during the webinar 5 Minutes
MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved
Session 1: What is Change Management and Change
Leadership?
Poll 1
1) In your view, what would be the success rate for implementing change in your organisation?
a. 50%
b. 70%
c. 30%
d. 90%
What outcomes are you after with technology innovation?
EFFICIENCY REVENUE
RISK
COMPETITIVE
ADVANTAGE
The current truth about organizational transformations is…
12% 3.5
A few more statistics…
Mark J. Perry
What is Change Management and Change Leadership?
Change Management Change Leadership
• Moving from state A to (future) state B
• Creating stakeholder buy-in
• Educating staff
• Preventing business disruption
• Supporting the realisation of business
benefits
• Moving A,B, C, D... to Z
• Creating organisation-wide buy-in
• Maintaining momentum
• Multi-layered change all supporting one and
the same over-arching vision
• Leading and inspiring staff
Managing change is not a ‘tick in the box’ exercise, the focus is…
Not on methodologies and tools
But on
Understanding
Creating belief
Empowering
underpinned by the environment
in which the change needs to happen.
Poll 2
2. What are your views on the importance of Change Management in your organisation’s IPA journey?
a. Very important
b. Not important
c. Agnostic
MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved
Session 2 : Why is Change Management so important for
the IPA journey?
Three types of change…
Any technology transformation comes with three types of changes:
❖ Technology change
❖ Process change
❖ People change (includes culture change)
Poll 3
3. What type of Change Management is the most critical for the success of your IPA journey?
a. People
b. Process
c. Technology
Four scenarios…
In relation to people change, there are four scenarios to consider:
• Nothing changes
• People have to DO something different in their job
• People’s ROLES change completely
• People LOSE their jobs
Do you recognize this scenario?
There are many examples of failed technology transformations…
From experience…
• $42M
• 3 years
• Hundreds of partners
• Over 7 million members
❖ Technology and
❖ Business readiness
Hidden Figures…
People respond differently to change, but the cause is the same…
• Focus on survival
• Unable to collaborate
• Unable to think innovatively
• Physically shutting down
“During times of change we fear becoming irrelevant”
Change AnxietyUncertainty Fear
Release of cortisol
Research and experience tells us…
That there are three things that underpin a successful ‘Change Environment’:
• TRUST
• TRANSPARENCY
• TEAMWORK
Poll 4
4. Why Change management is more important in IPA compare to other Technology projects:
a. IPA brings more deeper changes than conventional IT implementation
b. IPA replaces human interaction with IT Application
c. Risk profile of IPA is more comprehensive than conventional IT implementation
d. All of above.
MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved
Session 3 : Four steps to take control of IPA driven change in your
organization
Leading change, particularly technology innovation, isn’t easy…
But it’s possible…
Four simple but important steps to set your organization up for IPA success
Clarity Context Collaboration Control
Step 1 What do you want to achieve?
Clarity
Step 2 Mobilize everyone to get behind the change
Context
Step 3 Create an environment in which teamwork is celebrated
Collaboration
Step 4 Set up ways to identify and mitigate risks and issues proactively
Control
Change management and change leadership…
These four steps embody both the need
for tactical processes that change
management brings as well as the
strategic vision of a leader of change,
which will be serving your staff to be
better equipped to excel during times of
change.
MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved
Session 4 : Practical ideas on managing Technology innovation
programs to ensure that business benefits are achieved from IPA.
Creating a successful change environment for your staff requires…
• Understanding the change environment
• Creating Belief by communicating a consistent and clear purpose for the
change
• Empowering staff to collaborate enabled by transparent ways of
working
Questions
✓ Questions
Thank You

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Four Steps to Lead Change Management for RPA

  • 1. Four Steps to Lead Change Management for IPA MINDSPEAKS WEBINAR SERIES Hosted by: Mohit Sharma Founder & Executive Chairman, Mindfields Global Presented by: Esther De La Cruz Founder and Change Leadership Specialist, Leader of Change
  • 2. About Mindfields drives innovation and excellence by leveraging disrupting technologies to optimize business processes that enable our clients to 'Grow for tomorrow'. We are a vendor-agnostic automation and artificial intelligence services firm. Gartner and HfS Research has positioned Mindfields as a leading, niche Robotics Process Automation advisory (RPA) firm and we are globally recognized as a thought leader in this space. We have ranked among the top 20 fastest growing Australian firms in the Deloitte Fast 500 www.mindfieldsglobal.com Leader of Change is a boutique consulting firm that specialises in helping medium to large organisations adopt new technology seamlessly and successfully.
  • 3. Points to remember • Attendees will be on mute mode • Attendees can submit questions via chat message to panellists, to be answered during the Q&A session • Presentation slides and webinar recording will be sent to all attendees after the webinar
  • 4. Speakers Esther De La Cruz Founder and Change Leadership Specialist, Leader of Change Esther works with leaders and business owners to build change capability across the organisation to achieve greater efficiencies and benefits from change, while making it easier for people to adopt change and eliminate business risk. She is a result-driven professional with over twenty years experience in managing change for high profile business transformation projects including a Master Data Management system and Data Governance implementation, a company- wide SAP implementation, several Management System implementations and Supply Chain Integration projects. She is the author of the book “Leading Technology Driven Transformation”, which is available in major bookstores across Australia. Mohit Sharma Founder and Executive Chairman, Mindfields Global Mohit has over 20 years of experience working in Strategy, Corporate Finance, and Risk Management Solutions for Deloitte, PwC, and EY. Mohit has authored and published one of the first and most comprehensive research on Robotics and Process Automation. Mohit provides advisory services to leading global financial and non-financial organization in US, Australia, UK, and India on their journey for Automation and Artificial Intelligence. Mohit loves cricket and food, in that order.
  • 5. Agenda Particulars TIME Introduction to topic and Speakers 5 minutes Session 1: What is Change Management and Change Leadership? 10 Minutes Session 2: Why is Change Management so important for the IPA journey? 10 Minutes Session 3: Four steps to take control of IPA driven change in your organization 10 Minutes Session 4: Practical ideas on managing Technology innovation programs to ensure that business benefits are achieved from IPA. 10 Minutes Questions and Answers 10 Minutes Polls during the webinar 5 Minutes
  • 6. MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved Session 1: What is Change Management and Change Leadership?
  • 7. Poll 1 1) In your view, what would be the success rate for implementing change in your organisation? a. 50% b. 70% c. 30% d. 90%
  • 8. What outcomes are you after with technology innovation? EFFICIENCY REVENUE RISK COMPETITIVE ADVANTAGE
  • 9. The current truth about organizational transformations is…
  • 10. 12% 3.5 A few more statistics… Mark J. Perry
  • 11. What is Change Management and Change Leadership? Change Management Change Leadership • Moving from state A to (future) state B • Creating stakeholder buy-in • Educating staff • Preventing business disruption • Supporting the realisation of business benefits • Moving A,B, C, D... to Z • Creating organisation-wide buy-in • Maintaining momentum • Multi-layered change all supporting one and the same over-arching vision • Leading and inspiring staff
  • 12. Managing change is not a ‘tick in the box’ exercise, the focus is… Not on methodologies and tools But on Understanding Creating belief Empowering underpinned by the environment in which the change needs to happen.
  • 13. Poll 2 2. What are your views on the importance of Change Management in your organisation’s IPA journey? a. Very important b. Not important c. Agnostic
  • 14. MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved Session 2 : Why is Change Management so important for the IPA journey?
  • 15. Three types of change… Any technology transformation comes with three types of changes: ❖ Technology change ❖ Process change ❖ People change (includes culture change)
  • 16. Poll 3 3. What type of Change Management is the most critical for the success of your IPA journey? a. People b. Process c. Technology
  • 17. Four scenarios… In relation to people change, there are four scenarios to consider: • Nothing changes • People have to DO something different in their job • People’s ROLES change completely • People LOSE their jobs
  • 18. Do you recognize this scenario?
  • 19. There are many examples of failed technology transformations…
  • 20. From experience… • $42M • 3 years • Hundreds of partners • Over 7 million members ❖ Technology and ❖ Business readiness
  • 22. People respond differently to change, but the cause is the same… • Focus on survival • Unable to collaborate • Unable to think innovatively • Physically shutting down “During times of change we fear becoming irrelevant” Change AnxietyUncertainty Fear Release of cortisol
  • 23. Research and experience tells us… That there are three things that underpin a successful ‘Change Environment’: • TRUST • TRANSPARENCY • TEAMWORK
  • 24. Poll 4 4. Why Change management is more important in IPA compare to other Technology projects: a. IPA brings more deeper changes than conventional IT implementation b. IPA replaces human interaction with IT Application c. Risk profile of IPA is more comprehensive than conventional IT implementation d. All of above.
  • 25. MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved Session 3 : Four steps to take control of IPA driven change in your organization
  • 26. Leading change, particularly technology innovation, isn’t easy…
  • 28. Four simple but important steps to set your organization up for IPA success Clarity Context Collaboration Control
  • 29. Step 1 What do you want to achieve? Clarity
  • 30. Step 2 Mobilize everyone to get behind the change Context
  • 31. Step 3 Create an environment in which teamwork is celebrated Collaboration
  • 32. Step 4 Set up ways to identify and mitigate risks and issues proactively Control
  • 33. Change management and change leadership… These four steps embody both the need for tactical processes that change management brings as well as the strategic vision of a leader of change, which will be serving your staff to be better equipped to excel during times of change.
  • 34. MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved Session 4 : Practical ideas on managing Technology innovation programs to ensure that business benefits are achieved from IPA.
  • 35. Creating a successful change environment for your staff requires… • Understanding the change environment • Creating Belief by communicating a consistent and clear purpose for the change • Empowering staff to collaborate enabled by transparent ways of working