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Keep It Simple & Make It Fun
Change Management Stories from
LendingTree & Unitywater
MICHAEL J. LEIKEN
Head of Spend Management
LendingTree
NAMEJS KINS
Branch Manager, Procurement
Unitywater, Queensland Australia
The Nation’s Leading Online Loan Marketplace
Sped Management Team Purpose & Mission
Spend Management will procure goods and
services in a cost-effective and timely
manner, while minimizing contractual risk
and maximizing value that LendingTree
receives from supplier relationships. Spend
Management will partner with the business
to support their initiatives and achievement
of LendingTree’s goals.
To comparison shop amongst suppliers
and negotiate the best deals on behalf
of LendingTree
PRIMARY
PURPOSE
OUR TEAM
MISSION
Initial Objectives for Spend Management (fka Procurement)
Support and
educate the
business
Institute a new
level of diligence
in how
LendingTree
manages
expenses
Negotiate
savings that
directly impact
the bottom line
Improve
processes and
help other
teams be more
efficient
Increase
visibility and
accountability
Our Objectives for Transforming
 Simplifying the process for everyone
 Making Spend Management’s day-
to-day work more efficient
 Resolving common pain points
 Increasing visibility and
transparency
 Getting out of disparate systems
for communication
 Housing all information in one
centralized location
 Having a formal approval process,
if/when desired
Why We Brought on Scout
After developing a sourcing function–where none had
previously existed—the next step was to improve the
way we worked to deliver more results.
#scoutspark
#scoutspark
Transparency
Ability to Accelerate Process
#scoutspark
Transparency
Flexibility and Agility
#scoutspark
Scalability for Growth
#scoutspark
How We Implemented Scout
Start
with CX
• New + Familiar
• Initial + Go-Live
First
Impressions
• Get it right the first time
• Customizations before
roll out
• Sandbox instance
Stakeholder
Engagement
• Communicate
• Listen
• Revisit
• Tweak
InfoSec
Review
• Proactive engagement
• Security review
questionnaire
Pre-launch posters | Pre-training teasers
Free food | Swag | Raffle
CREATE EXCITEMENT & ANTICIPATION
SIMPLE EXTRAS GO A LONG WAY!
FULLY EXPLAIN THE WHAT, WHY, AND HOW
Town hall meetings | 1:1 meetings with stakeholders
Initial Communication
Coming November 1st
WARNING: Common side effects of Scout include an increase in cost savings, understanding of process steps, awareness of
project status and simplified engagement with stakeholders. As a result, you should feel a reduction in work-related stress,
anxiety and blood pressure.
Do not be alarmed if you experience extreme joy while using Scout. Companies utili zing Scout report a happier work
environment and level of satisfaction much greater than those without Scout. Clinical studies have shown a dramatic
improvement in REM sleep after only one week’s use of Scout. Despite project visibility being greater than 20/20,
Optometrists will continue to require annual eye exams.
Individuals allergic to collaboration should avoid using Scout. Do NOT use Scout if you prefer complicated, cumbersome
tools. Despite it’s addictive nature, Scout does not contain chemical substances of any kind. No animals were harmed in the
creation or implementation of Scout.
#scoutspark
Ongoing Communication
Ease and transparency of Scout
Let the system speak for itself; show
them ASAP
Minimize “us” and “them”
Scout isn’t just the tool for Sourcing
Use and transparency spans
organizations
We all need this to work well; accuracy
and completeness are important
New Hire Orientation
Overview of team, how to engage us, what
they need to know, etc.
Continuing “Chat with Spend Management
Meetings”
• Address issues transparently
• Take suggestions
• Listen
• Play checkers
• Let the Magic 8 Ball decide
#scoutspark
Signs of a
Successful
Rollout
”Super easy.”
Overwhelmingly positive
customer service survey results
Smooth transition
Everyone was eager to use it!
#scoutspark
Key
takeaways
Take the time to have
ongoing meetings with key
stakeholders
Make it fun with games,
swag, and raffles
Keep it simple
Request feedback in a
measurable way
Use internal positioning;
communicate that the system is
for the entire company
Thank You!
Michael J. Leiken| michael.leiken@lendingtree.com
Project “Trident”
Changing our Capability
Namejs Kins
Manager Procurement
Unitywater
#scoutspark
#scoutspark
Twenty-four hours a day, seven days a week, Unitywater's priority
is providing Queensland [Australia] customers with a high-quality,
safe and reliable water and sewerage service that is economically
and environmentally sustainable.
#scoutspark
Our Framework
Unitywater Procurement Capability Overview
Framework Dimension Activities
Procurement Strategy
Corporate Strategy Alignment, Make v Buy, Spend Under
Management
Business Engagement
Stakeholder Management, Demand Management,
Requirements Definition
Category Management/
Strategic Sourcing
Category Strategy, Savings Planning, RFP Management,
Negotiation
Contract Management Contract Clauses, Management, Risk Management
Supplier Relationship
Management
Supplier Performance, Relationship Management, Supplier
Development
Requisition to Payment
Workflow controls, Catalogue management, Compliance,
Payments
Supply Chain Supply assurance, Stock management, Logistics
Organisation Structure, Regional/Local
Knowledge & Skills Capabilities, Training, Recruitment
Performance Management Balanced Scorecard, KPIs, Benefits Tracking
Risk & Regulation Data Protection, Privacy, Acts, Mitigations
Technology Sourcing, P2P, ERP
Information Spend cube, Market Knowledge, Benchmarking
Key: Strategy Process Infrastructure
#scoutspark
Technology Uplift – Business Case Approved
#scoutspark
Setting Expectations
#scoutspark
Why We Brought On Scout
Evolution
Manual Processes
#scoutspark
How We Brought On Scout
Procurement – Responsibility & Accountability
“Taking responsibility is accepting you are the cause
and the solution”
“Right Fit” - Implementation
#scoutspark
What Benefits Has Scout Delivered To Unitywater
• Love affair with admin - “It’s over” (It’s not you, it’s me)
• Semi – automatic mode
• Time shifting
• Rules based to reason-based shift in governance
• Taking on risk (for rewards)
• Stakeholders - adding value
• Stakeholders – building trust & confidence
#scoutspark
#scoutspark
Thank You!
Namejs Kins| Namejs.Kins@unitywater.com
Fireside Chat
Audience Q&A with
LendingTree, Unitywater,
and Scout
MICHAEL J. LEIKEN
Head of Spend Management
LendingTree
NAMEJS KINS
Branch Manager, Procurement
Unitywater, Queensland Australia
JERRY BROONER
Chief Revenue Officer
Scout RFP
HowdidyouendupinSourcing?
What can be easily overlooked when it comes
to building trust?
What’s the tie between delivering
immediate results and building trust?
How does internal positioning affect
the buy-in process up front?
How do you ensure ongoing
value delivery from Scout?
What is your long-term vision for how the
business engages with your team?
What is your point-of-view on
“doing more” in Sourcing and Procurement?

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Keep it Simple and Make it Fun: Change Management Success Stories from Unitywater and Lending Tree

  • 1. Keep It Simple & Make It Fun Change Management Stories from LendingTree & Unitywater MICHAEL J. LEIKEN Head of Spend Management LendingTree NAMEJS KINS Branch Manager, Procurement Unitywater, Queensland Australia
  • 2. The Nation’s Leading Online Loan Marketplace
  • 3. Sped Management Team Purpose & Mission Spend Management will procure goods and services in a cost-effective and timely manner, while minimizing contractual risk and maximizing value that LendingTree receives from supplier relationships. Spend Management will partner with the business to support their initiatives and achievement of LendingTree’s goals. To comparison shop amongst suppliers and negotiate the best deals on behalf of LendingTree PRIMARY PURPOSE OUR TEAM MISSION
  • 4. Initial Objectives for Spend Management (fka Procurement) Support and educate the business Institute a new level of diligence in how LendingTree manages expenses Negotiate savings that directly impact the bottom line Improve processes and help other teams be more efficient Increase visibility and accountability
  • 5. Our Objectives for Transforming  Simplifying the process for everyone  Making Spend Management’s day- to-day work more efficient  Resolving common pain points  Increasing visibility and transparency  Getting out of disparate systems for communication  Housing all information in one centralized location  Having a formal approval process, if/when desired
  • 6. Why We Brought on Scout After developing a sourcing function–where none had previously existed—the next step was to improve the way we worked to deliver more results.
  • 11. #scoutspark How We Implemented Scout Start with CX • New + Familiar • Initial + Go-Live First Impressions • Get it right the first time • Customizations before roll out • Sandbox instance Stakeholder Engagement • Communicate • Listen • Revisit • Tweak InfoSec Review • Proactive engagement • Security review questionnaire
  • 12. Pre-launch posters | Pre-training teasers Free food | Swag | Raffle CREATE EXCITEMENT & ANTICIPATION SIMPLE EXTRAS GO A LONG WAY! FULLY EXPLAIN THE WHAT, WHY, AND HOW Town hall meetings | 1:1 meetings with stakeholders Initial Communication Coming November 1st WARNING: Common side effects of Scout include an increase in cost savings, understanding of process steps, awareness of project status and simplified engagement with stakeholders. As a result, you should feel a reduction in work-related stress, anxiety and blood pressure. Do not be alarmed if you experience extreme joy while using Scout. Companies utili zing Scout report a happier work environment and level of satisfaction much greater than those without Scout. Clinical studies have shown a dramatic improvement in REM sleep after only one week’s use of Scout. Despite project visibility being greater than 20/20, Optometrists will continue to require annual eye exams. Individuals allergic to collaboration should avoid using Scout. Do NOT use Scout if you prefer complicated, cumbersome tools. Despite it’s addictive nature, Scout does not contain chemical substances of any kind. No animals were harmed in the creation or implementation of Scout.
  • 13.
  • 14. #scoutspark Ongoing Communication Ease and transparency of Scout Let the system speak for itself; show them ASAP Minimize “us” and “them” Scout isn’t just the tool for Sourcing Use and transparency spans organizations We all need this to work well; accuracy and completeness are important New Hire Orientation Overview of team, how to engage us, what they need to know, etc. Continuing “Chat with Spend Management Meetings” • Address issues transparently • Take suggestions • Listen • Play checkers • Let the Magic 8 Ball decide
  • 15. #scoutspark Signs of a Successful Rollout ”Super easy.” Overwhelmingly positive customer service survey results Smooth transition Everyone was eager to use it!
  • 16. #scoutspark Key takeaways Take the time to have ongoing meetings with key stakeholders Make it fun with games, swag, and raffles Keep it simple Request feedback in a measurable way Use internal positioning; communicate that the system is for the entire company
  • 17. Thank You! Michael J. Leiken| michael.leiken@lendingtree.com
  • 18. Project “Trident” Changing our Capability Namejs Kins Manager Procurement Unitywater
  • 20. #scoutspark Twenty-four hours a day, seven days a week, Unitywater's priority is providing Queensland [Australia] customers with a high-quality, safe and reliable water and sewerage service that is economically and environmentally sustainable.
  • 21. #scoutspark Our Framework Unitywater Procurement Capability Overview Framework Dimension Activities Procurement Strategy Corporate Strategy Alignment, Make v Buy, Spend Under Management Business Engagement Stakeholder Management, Demand Management, Requirements Definition Category Management/ Strategic Sourcing Category Strategy, Savings Planning, RFP Management, Negotiation Contract Management Contract Clauses, Management, Risk Management Supplier Relationship Management Supplier Performance, Relationship Management, Supplier Development Requisition to Payment Workflow controls, Catalogue management, Compliance, Payments Supply Chain Supply assurance, Stock management, Logistics Organisation Structure, Regional/Local Knowledge & Skills Capabilities, Training, Recruitment Performance Management Balanced Scorecard, KPIs, Benefits Tracking Risk & Regulation Data Protection, Privacy, Acts, Mitigations Technology Sourcing, P2P, ERP Information Spend cube, Market Knowledge, Benchmarking Key: Strategy Process Infrastructure
  • 22. #scoutspark Technology Uplift – Business Case Approved
  • 24. #scoutspark Why We Brought On Scout Evolution Manual Processes
  • 25. #scoutspark How We Brought On Scout Procurement – Responsibility & Accountability “Taking responsibility is accepting you are the cause and the solution” “Right Fit” - Implementation
  • 26. #scoutspark What Benefits Has Scout Delivered To Unitywater • Love affair with admin - “It’s over” (It’s not you, it’s me) • Semi – automatic mode • Time shifting • Rules based to reason-based shift in governance • Taking on risk (for rewards) • Stakeholders - adding value • Stakeholders – building trust & confidence
  • 29. Thank You! Namejs Kins| Namejs.Kins@unitywater.com
  • 30. Fireside Chat Audience Q&A with LendingTree, Unitywater, and Scout MICHAEL J. LEIKEN Head of Spend Management LendingTree NAMEJS KINS Branch Manager, Procurement Unitywater, Queensland Australia JERRY BROONER Chief Revenue Officer Scout RFP
  • 32. What can be easily overlooked when it comes to building trust?
  • 33. What’s the tie between delivering immediate results and building trust?
  • 34. How does internal positioning affect the buy-in process up front?
  • 35. How do you ensure ongoing value delivery from Scout?
  • 36. What is your long-term vision for how the business engages with your team?
  • 37. What is your point-of-view on “doing more” in Sourcing and Procurement?