Financial Services (Global M&A Rollout)

Situation
A global financial services organisation, navigating multiple mergers, needed to standardise its device strategy and embed Zero Trust principles. Previous transformation programmes had created change fatigue, low awareness, and poor user experiences. Trust between Business and IT was strained, creating significant adoption risks.

Actions
Delivered an ADKAR-aligned adoption and change framework focused on rebuilding confidence and reducing resistance. Launched an Early Adopters programme to test technologies in real business settings, generating quick wins and credibility. Converted Early Adopters into Champions, who became trusted advocates across business units. Introduced targeted awareness campaigns, executive-led communications, tailored workshops, and feedback loops to improve user experience.
Developed communication strategies and learning content, designed senior leadership messaging via videos and Viva, and coached leaders to foster authentic peer-to-peer engagement. Chaired cross-functional forums to surface resistance, address root causes, and strengthen collaboration between Technology and the Business.

Outcomes

• Rebuilt trust and alignment between Business and IT.

• Early Adopters and Champions drove peer-to-peer advocacy, reducing resistance.

• Increased awareness and confidence in the new global device plan.

• Smooth migration execution across merged entities.

• Stronger adoption of the desktop solution and clearer understanding of Zero Trust principles.

• Improved user experience, repositioning IT as an enabler of transformation.