Digital Transformation
5 Learnings in Change
Richard Philips – Digital Transformation Programme Director
• The AA
• The Challenge
• My background
• 5 Top learnings
Agenda
Who’s the AA?
Trusted brand The UK’s most trusted commercial brand1
Over 50% of households hold an AA product
Customer loyalty Strong Membership retention – over 80%
Long Average tenure of members – many >20
Market leadership 3.7m personal Members, 10m through B2B
Over 2,900 dedicated patrols
Operational
excellence
3.5m breakdowns attended pa
Unique services and deployment IP
The AA – a fantastic business…
What has worked for the last 7 years will not work in the future
A transformation is needed
…But with some challenges
Under investment across the board:
systems, brand, products,
property
Legacy of venture capital ownership
reflected in people and
organisation
IT platform dated and inefficient
Ineffective CRM system
Richard Philips
Wide range of clients
5 Major Learnings
①
②
⑤
③
④
1) ?
What products?
What order in UX?
To whom?
Product vs solution centric?
What pricing?
To whom?
Logged in state?
Operating Model
Digital done in house?
How much outsourced?
Where does Digital fit?
1) Clear Strategy & Direction
2) ?
What channels to engage with?
Tone of voice – change?
What channel what part of the
transaction?
How much customisation?
How to treat different customers?
Change approach by segment?
Level of technology
Different products by different segment –
opportunity for bespoke product/
service
Integrating online/offline experience
Should it be different?
Potential for market niche?
2) Good insight on what your customer’s want?
2) Good insight on what your customer’s want?
Smart Umbrella - Tells you when it rains……..
3) ?
Is your data up to it?
Level of customer data
Data quality
Permissions
Can you infrastructure cope with it?
All the piping?
Hosting?
Link to mainframe speeds etc.
Non-functional requirements
Does the business understand the service
vs cost trade-off
Have you done the homework?
Service support sufficient?
Budgetary to cover
3) Small things and the details matter
4) ?
Have you captured all requirements?
All stakeholders should be involved
All prioritised
Is decision making on requirements?
Clear in terms of authority
Tied to agreed principles – trade-off’s
Left to the right people
Who is tracking requirements?
Clear ownership from start → Completion
Documented ownership clear
Testing team involvement with requirements
early on
4) Management of Requirements – vital
4) Management of Requirements – vital
4) Management of Requirements – vital
4) Management of Requirements – vital
5) ?
Are the right people involved?
Sell the right level of involvement
Sign-off and decision making clear
Management backfill agreed
Clear senior sponsor commitment
Do they know what they are getting?
Be clear what the company bought
Articulate where the value is
Rollout of capability?
Change management
Change impact clearly articulated
Change plan has senior sponsorship
Training thought through
Ongoing coms plan and engagement
sessions
5) Stakeholder Buy-in & Engagement
5) Stakeholder Buy-in & Engagement
5 Major Learnings
①
②
⑤
③
④
Clear Strategy & Direction
Good insight on
what your
customer’s want
Small things and the details matter
Management of Requirements
Stakeholder Buy-in &
Engagement
And Finally……………
“The essence of strategy is choosing what
not to do.” —Michael Porter

Richard Philips - Digital Transformation Programme Director, The AA

  • 1.
    Digital Transformation 5 Learningsin Change Richard Philips – Digital Transformation Programme Director
  • 2.
    • The AA •The Challenge • My background • 5 Top learnings Agenda
  • 3.
  • 4.
    Trusted brand TheUK’s most trusted commercial brand1 Over 50% of households hold an AA product Customer loyalty Strong Membership retention – over 80% Long Average tenure of members – many >20 Market leadership 3.7m personal Members, 10m through B2B Over 2,900 dedicated patrols Operational excellence 3.5m breakdowns attended pa Unique services and deployment IP The AA – a fantastic business…
  • 5.
    What has workedfor the last 7 years will not work in the future A transformation is needed …But with some challenges Under investment across the board: systems, brand, products, property Legacy of venture capital ownership reflected in people and organisation IT platform dated and inefficient Ineffective CRM system
  • 6.
  • 7.
  • 8.
  • 9.
    What products? What orderin UX? To whom? Product vs solution centric? What pricing? To whom? Logged in state? Operating Model Digital done in house? How much outsourced? Where does Digital fit? 1) Clear Strategy & Direction
  • 10.
  • 11.
    What channels toengage with? Tone of voice – change? What channel what part of the transaction? How much customisation? How to treat different customers? Change approach by segment? Level of technology Different products by different segment – opportunity for bespoke product/ service Integrating online/offline experience Should it be different? Potential for market niche? 2) Good insight on what your customer’s want?
  • 12.
    2) Good insighton what your customer’s want?
  • 13.
    Smart Umbrella -Tells you when it rains……..
  • 14.
  • 15.
    Is your dataup to it? Level of customer data Data quality Permissions Can you infrastructure cope with it? All the piping? Hosting? Link to mainframe speeds etc. Non-functional requirements Does the business understand the service vs cost trade-off Have you done the homework? Service support sufficient? Budgetary to cover 3) Small things and the details matter
  • 16.
  • 17.
    Have you capturedall requirements? All stakeholders should be involved All prioritised Is decision making on requirements? Clear in terms of authority Tied to agreed principles – trade-off’s Left to the right people Who is tracking requirements? Clear ownership from start → Completion Documented ownership clear Testing team involvement with requirements early on 4) Management of Requirements – vital
  • 18.
    4) Management ofRequirements – vital
  • 19.
    4) Management ofRequirements – vital
  • 20.
    4) Management ofRequirements – vital
  • 21.
  • 22.
    Are the rightpeople involved? Sell the right level of involvement Sign-off and decision making clear Management backfill agreed Clear senior sponsor commitment Do they know what they are getting? Be clear what the company bought Articulate where the value is Rollout of capability? Change management Change impact clearly articulated Change plan has senior sponsorship Training thought through Ongoing coms plan and engagement sessions 5) Stakeholder Buy-in & Engagement
  • 23.
  • 24.
    5 Major Learnings ① ② ⑤ ③ ④ ClearStrategy & Direction Good insight on what your customer’s want Small things and the details matter Management of Requirements Stakeholder Buy-in & Engagement
  • 25.
    And Finally…………… “The essenceof strategy is choosing what not to do.” —Michael Porter