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Ep. 009 - How to Prepare Your People for OneStream’s Change with Nova Advisory Chief of Staff Susan Maron

Ep. 009 - How to Prepare Your People for OneStream’s Change with Nova Advisory Chief of Staff Susan Maron

FromCPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey


Ep. 009 - How to Prepare Your People for OneStream’s Change with Nova Advisory Chief of Staff Susan Maron

FromCPM Customer Success: Tips for Office of Finance Executives on their Corporate Performance Management journey

ratings:
Length:
26 minutes
Released:
May 1, 2024
Format:
Podcast episode

Description

In this episode, Andy Smetana discusses the importance of change management in OneStream projects with Susan Maron. Susan emphasizes the need for change management to start from day one and continue throughout the project. She highlights that neglecting change management can lead to hasty decisions, lack of user trust, and inefficiencies. It's crucial to involve experts and consider written support, whether the project is in-person or remote, to ensure a smooth transition and avoid surprises. Susan Maron is the Chief of Staff for Nova Advisory, which is our fancy way of saying she supports team culture and operations.  Some days, Susan works with our team members on new thinking and processes and some days she works with our CEO, Nate Coate, on Nova's strategic roadmap.  Susan's expertise and leadership in Change Management across our largest clients are instrumental in the details for today's Podcast.   Key Highlights: [00:01 - 09:22] Defining Organizational Management Nova Advisory's focus is on organizational change management, especially in training and communication. It is crucial to align terminology and grasp change management's broad impact. Vital for tackling anticipated change management challenges. [09:23 - 12:46] Challenges in Change Management and Client Involvement All projects, including OneStream implementations, face expected surprises. Common problems include time-consuming data reconciliation and unexpected discrepancies. Only underestimating time leads to complete stakeholder involvement and overlooked aspects. [12:47 - 21:56] Client's Role and Considerations in Change Management Clients must evaluate their resources and time for internal change management. Limited expertise risks suboptimal outcomes when handling change internally. Effective change management starts from day one and continues throughout all phases. [21:57 - 27:39] Closing Segment The critical role of written support in both in-person and remote settings. In-person collaboration is vital for key milestones like project kickoff and user acceptance testing. Successful remote project implementations during COVID-19 highlight remote work advantages. The simplicity and effectiveness of clear communication and planning in change management.   If you liked this episode of the show, CPM Customer Success, please LEAVE A 5-STAR REVIEW, like, share, and subscribe!   Get in touch with Andy: Email: Andy.Smetana@NovaAdvisory.com LinkedIn: https://www.linkedin.com/in/andy-smetana/   Thank you for tuning in!   Tweetable Quotes: “Sometimes it's not about having the right people. It's about those people having the right time.” - Susan Maron “The point is to stay, to anticipate what those challenges are gonna be, and to stay way ahead of those changes with frequent communication to the whole group.” - Susan Maron “For our most successful clients, Change management should occur from day one through go live, as a good differentiator for success.” - Susan Maron “Change management doesn't, it's not rocket science. It doesn't take one. So the most successful clients have the simplest communications, the willingness. What makes organizational change management successful for a OneStream project is that willingness and the time to plan ahead.” - Susan Maron 
Released:
May 1, 2024
Format:
Podcast episode

Titles in the series (12)

CPM Customer Success is a OneStream software focused podcast for Finance executives. The purpose of this podcast is to help Office of Finance Executives fix their financial systems and Processes with OneStream, so they can Improve their Corporate Performance, WITHOUT spending nights and weekends in the office. Whether you are a Chief Financial Officer (CFO), Vice President (VP) of Finance, Accounting, Controller or Financial Planning and Analysis (FP&A), Director, Manager or leader in your organization, we'll have OneStream related content for you. Whether referred to as Enterprise Performance Management (EPM), Business Performance Management (BPM), Finance and Performance Management (FPM) or CPM solutions you are in the right place. This podcast is less about the How to implement the OneStream technology, and more about the Why, business results achieved, Customer Success stories and lessons learned. Weekly we'll speak with thought-leaders who are: 1) Customers and clients having already implemented OneStream's Financial Close and Consolidation, Budgeting, Forecasting, Financial Analytics, Reporting and/or solutions 2) Nova Advisory implementation advisors, executives, and leaders 3) OneStream subject matter advisors