Challenge: In conjunction with a major, organization-wide core banking system migration, our management team recognized an opportunity to realign people and processes with a focus on improving the customer experience.
Solution: I spearheaded the project and led a cross functional team. Together, we created a framework to focus on products and services; delivery systems and touch points; individual and team goals, metrics, and processes. I pitched the "Doing It Right' brand and cone logo/model to remind stakeholders of the key elements of the initiative. With the team’s buy-in and the board’s approval, I directed its launch and adoption.
Our 10-location launch event included introductory videos, scripted content for the CEO and the Chairman, prizes, and more. The initiative touched all 200 employees with new service standards, a recognition and award program, a redesigned employee intranet experience, year-long followup training modules, SWAG and collateral pieces, and more, to reinforce the idea of “Doing It Right” for our customers and each other.
Result: The effort was a resounding success, helping unify and rally the team during the difficult system conversion and resulted in a 20% improved customer satisfaction and 15% increase in employee retention.
Role: Executive Strategist / Creative Director