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One of New Yorks Largest Health Plans

Modernizing the Workforce With Organizational Change Management

Our client has been a leading consumer healthcare brand in the country for more than 80 years, providing quality healthcare to the community it serves and improving the health of the people, communities, economy and healthcare system.

A female healthcare worker talking to a man in a suit.

Managing A Business-Critical Migration

Our client wanted to modernize the way its people work by transitioning approximately 5,000 users from Lotus Notes to Outlook 2016 and transitioning users from Sametime Instant Message to Skype for Business 2016 for chat, audio, presentation, and video.

The organization needed a well-respected organizational change management partner to support the migration and ensure user adoption.

A group of professionals having a meeting in a conference room.

White-Glove Treatment for All

We managed both the technical and organizational change management (OCM) aspects of the project. Our client evaluated the impacts of introducing O365 productivity tools across the organization. Working together, we developed and executed a customized change management approach that incorporated ‘white-glove treatment’ – not just for executives and administration, but for the entire company.

While the technical team was preparing, configuring, and performing the mailbox migrations, our OCM team developed and executed a comprehensive organizational readiness strategy, which included communications, webinar and briefing sessions with key stakeholder groups, as well as required instructor-led pre-and post migration training.

Our client also retained our on-site and domestic delivery center technical help desk to provide first-class support to end users during the aggressive eight-week migration schedule.

"The Office 365 user community is extremely satisfied with the new Outlook and Skype productivity tools. Perficient and the client's project team collaborated very effectively to deliver project success."


A papercutout of a family in front of a heart and stethoscope.

OCM Ensures a Successful Migration

  • Migrated approximately 5,000 user mailboxes across 12 offices in 8 weeks, thus synchronizing training, logistics, and sequenced communications to support a seamless migration for all employees
  • Continuously monitored and managed change impacts for key stakeholders groups and individuals before, during, and after the Outlook migration event and the activation of Skype
  • Provided timely instructional end-user communications and day-one triage support to help users adopt their new collaboration suite tools
  • Streamlined the process for managing the migrating mailboxes and communications recipients to ensure messages and instructions were delivered to the right users at the right time

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