Change Management


Change management is a systematic approach to dealing with the transition or transformation of an organisation’s goals, processes or technologies.

The purpose of change management is to implement strategies for effecting change, controlling change and helping people to adapt to change. Such strategies include having a structured procedure for requesting change, as well as mechanisms for responding to requests and following them up. Managing change requires moving the organisation from its current state to a future desired position.

At WEglobal we follow a results-oriented mindset by establishing clear goals and focusing on execution through predicting, measuring and managing the risks associated with change. We have a unique backup system for identifying, making and executing the most important decisions business processes.


Business Process Management

  • End-to-end process engineering expertise in all financial services areas
  • Process and organisational mapping, analysis, design and implementation experience
  • Focusing on improvements to service and control and expense reduction objectives
  • Expertise in process engineering toolsets and methodologies

Risk Management

  • Offering industry professionals with recent and extensive risk management experience
  • Management programmes and solutions to improve risk, compliance and control
  • Key control assessment, development, mapping and implementation
  • Tools to enhance organisation-wide risk performance

Integration Management

  • M&A assessment, design, organisational readiness and implementation support
  • Focusing on optimising integration strategy, operations and human capital to deliver shareholder value
  • Process, product, technical and physical/site integration and consolidation
  • Expertise gained through hundreds of integration projects over the last two decades and more

Agile Project Management

  • Professional, agile project management services, including an iterative approach to planning and guiding project processes
  • Meeting customers’ needs by considering market requirements in a professional manner
  • Working with experienced professionals who can support customers using high-tech project management software
  • Internalising PMI standards and adopting an agile approach to project management

Areas of Focus

  • End-to-end, large-scale and targeted process engineering expertise combined with industry/functional expertise
  • Process and organisational mapping, modelling, analysis, design, implementation and control
  • Process improvements focusing on service enhancements, control/governance frameworks and expense reduction objectives
  • Process engineering methodologies, including Six Sigma and Hammer, using tools such as Visio and ARIS
  • Business process management and key control mapping
  • Risk/compliance artefact discovery and process map linkage
  • Governance, automation of risk and control workflow
  • Key control test development/validation
  • Key control sampling plan development/validation
  • Business as usual monitoring, testing & remediation
  • Risk, compliance, audit and control consultants with industry experience
  • Test script development, implementation
  • Partnerships with risk management training and business intelligence firms
  • M&A assessment, design, organisational readiness and implementation support
  • Process, product, technical and physical/site integration and consolidation
  • Business combination/ consolidations
  • Systems integrations
  • Stakeholder adoption and management programmes
  • Associate-readiness programmes
  • Customer care programmes
  • Comprehensive tools to guide and support merging or integrating companies through the entire process
  • Change and project management expertise
  • Organisation design and restructuring
  • IT Infrastructure design and evolution
  • Professional project managers with expertise in financial services and other industries
  • All levels of programme and project managers adept at leading and managing multiple, integrated programmes and projects
  • People, process, product and IT expertise leveraged in all phases of the project lifecycle from initial assessment through to closure
  • Experience in the use and customisation of the Project Management Institute’s PMP, Lean and Six Sigma, Hammer and other process and project methodologies
  • Expertise at all levels, from analysts through to senior roles, operating in teams or as individual contributors, with the ability to manage and support change initiatives of any size

Our completed and ongoing projects falling under change management include:

  1. Working with the management of an international wealth management company to develop and implement an enterprise-wide transformation strategy.
  2. Working with one of the largest banking organisations in the world to design and implement a scalable, centralised, global reconciliation utility to significantly reduce costs and operational risk.
  3. Working with a major US banking client to develop and implement an integration strategy for multiple large scale acquisitions, incorporating best practice change management disciplines into each new M&A event.
  4. Partnering with an investment company client to conduct an enterprise-wide organisational readiness assessment that led to significant improvement in the company’s performance in managing large-scale, complex transformation programmes.

Under the framework of these projects, we have:

Under these projects we have managed and supported hundreds of change management initiatives over the last 25+ years, training thousands of client associates and testing hundreds of system applications.

A flagship project in the filed of change management

Project Name Global Reconciliation Initiative
Country Multi
Dates 2014 – 2016

BD Consulting partnered with our client to design and establish a scalable, centralised, global reconciliation utility for accurate, timely and cost effective reconciliation processing of all banking transactions falling within the scope of the organisation.

This project encompassed more than 50 different reconciliation functions and nearly 500,000 balance sheet and sub-ledger accounts that needed to be reconciled world-wide.

As part of the consolidation effort, the whole system was completely rationalised, considerably streamlining the number of functions and accounts.

The results of this programme included:

  • a standardised operating model and global utility
  • a risk identification and monitoring process (based on best practice)
  • role definition and accountability at all levels in the organisation
  • approved policies and procedures documented and in place
  • streamlined charts of accounts
  • significant cost savings and improvement of operating controls

For further information regarding our services and inquiries about working with us, please e-mail to us at [email protected]