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Atlas Amplifier PDF - Atlas Van Lines

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Cornerstone Relocation GroupFive Steps to SuccessfulClient OnboardingCornerstone Relocation Groupprovides comprehensiverelocation services tocorporations, employees and theirfamilies. Known for excellent customerservice and high quality services,Cornerstone ensures success with newclients by conducting a thoroughimplementation as part of theonboarding process. As anyoneworking in relocation will tell you,a skillful implementation is thedifference between calamity anddelight. Here are five simplequestions you shouldask to ensure asuccessful start-up.1. What are the project scope and objectives? Definethese clearly, taking into account the critical customerrequirements. Secure agreement from all parties aboutlong- and short-term objectives.2. Who are the stakeholders? Identify stakeholders andestablish their roles. Look for stakeholders who possess theexpertise to lead within your team and your client’s team,and empower them to make decisions. This will aidefficiency, avoiding time lost seeking buy-in from smallerinternal groups. Communicate expectations to allstakeholders to avoid confusion and keep everyonecommitted to the project’s objectives.3. What is the work plan? Develop a detailed outline ofthe phases, resources, deliverables and deadlines. Followinga detailed work plan ensures that all team members arecognizant of their roles and supportive of the effort toconduct an organized and efficient implementation.4. How do we communicate? Establish a weekly tacticalmeeting for the team to review the work plan and theprogress toward deliverables. Develop a communicationstrategy that sets a timetable for advising internalcustomers, functional teams, employees and vendors ofthe change in providers and if necessary, policy. Clear andconsistent communication ensures that all parties are wellinformed and will empower team members to proactivelymanage issues and expectations.5. What about the transitional employees? Reviewtransitional files/employees to ensure that currentrelocations are not disrupted. It is important during thisphase to assess the current population of employees tobe included, as well as the data that should be transmittedto the new provider. Companies who outsource for thefirst time often struggle to define their population.However, doing so will help you avoid being caught offguard by “stealth” employees, as well as enable you toleverage vendor discounts and more accurately forecastprogram costs.While each client may have individual needs, you canensure the success of your relocation program and set thestage for seamless service delivery by incorporating theseguidelines into your onboarding process.Questions? Contact Jennifer O’Brien by e-mail:jobrien@crgglobal.com.Story by Jennifer O'Brien, GMSDirector, Client IntegrationsCornerstone Relocation GroupJim Zimmitti, Director,Client Services, providesstart-up services alongwith Jennifer O'Brien30 <strong>Atlas</strong> <strong>Amplifier</strong> • Summer 2007 <strong>Atlas</strong> <strong>Amplifier</strong> • Summer 2007 31

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