Solution
Adopting a one-platform solution
The reinvention kicked off under a strategic initiative with an ambitious mission boiled down to a simple phrase: “One quote, one order, one invoice.” PwC designed a project plan with BMC that balanced the human, change management aspects of the project, while meeting requirements and rolling out the new technology. The nimble framework outlined four stages: align, innovate, release and evolve. From there, the team established a vision for the future and aligned leaders on the plan of action. Then, a cross-functional team refined the platform design via a series of workstream meetings, virtual workshops and on-site immersive design sessions. The final design integrated Zuora CPQ, billing and revenue into a single platform, along with BMC’s existing CRM and ERP platforms. The solution was released in three phases over an 18-month period. The PwC team helped with training and support for employees throughout the shift, then quickly turned to measuring progress and evolving its approach where needed.
Managing the change
BMC workstream leads leaned in to driving the change efforts, knowing that the only way to help employees adapt to such a colossal shift was to put an authentic face to the change. Here, PwC’s experience and next gen change toolkit were pivotal assets to guide and coach BMC. PwC helped BMC design a custom plan to implement the change tailored for individuals across operations, sales, finance and customer success teams. PwC also provided Change Navigator and digital training assets to help employees learn about the new solution. The personalized and interactive training materials included videos, quick reference guides, live demos and self-guided learning materials. This robust change kit helped BMC successfully socialize the new platform across the countries where the company operates, in local currencies and languages.
As the team worked to design and implement the platform, PwC’s accelerators helped BMC achieve its goals faster. Its industry knowledge and existing Zuora model system helped BMC avoid unnecessary customizations, and enabled the company to design by exception, gain global alignment earlier and accelerate the solution build.
