A 450-location rollout delivered in the first ten days of a shutdown
Two product lines, 450 locations, three provinces — including the training content.
Context
When the Covid-19 shutdown closed branches, two independent financial product lines had no way for clients to complete agreements. The alternative was losing the business.
The stated objection
Intervention
Led a transversal project team to implement an eSignature solution, including the automated compliance and operational processes, the IT solution, and the training content the network needed to adopt it.
How it was proven
Outcome
- 450 retail distribution locations in Alberta, Ontario and New Brunswick kept trading.
- Compliance was automated rather than manually assured under time pressure.
- Delivered inside ten days of the shutdown beginning.
Why it matters
Most change fails at adoption, not at build. Shipping the IT solution and the training together is what made the timeline possible.
Also
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