Change Management & Adoption
Help Your Team Successfully Adopt the Change.
New systems, processes and workflows only create value when people understand them, use them and make them part of the way the business operates.
SHH helps growing businesses manage the people side of operational change through readiness planning, stakeholder alignment, communication, training and adoption support.
From “this is changing” to “this is how we work now.”
Starting at $5,000/project
Discuss Your Change InitiativeWho this service is for
A focused fit
Growing businesses introducing a defined financial or operational change — new systems, processes, workflows, reporting, roles or technology — whether the change is implemented by SHH or by another provider, software company, internal team, CPA firm, IT consultant or other advisor.
What SHH Helps With
Readiness
Understand how prepared your team is for the change and where support will be needed.
Stakeholder Alignment
Identify who is affected, how they are affected and what each group needs to know.
Communication
Plan clear, consistent messages so people understand what is changing, why and when.
Leadership Alignment
Equip leaders with messaging and talking points so they speak about the change with one voice.
Training & Adoption
Plan the training and support people need to use the new system, process or workflow.
Resistance & Reinforcement
Identify resistance risks early, measure adoption and reinforce the new way of working.
Starting engagement
What’s Included in the Starting Engagement
The starting $5,000 project is designed around one defined change initiative and may include:
- Change-readiness assessment
- Stakeholder and impact mapping
- Communication strategy
- Leadership messaging and talking points
- Training and adoption plan
- Role and responsibility communication
- Resistance-risk identification
- Adoption milestones and success measures
- Implementation/adoption roadmap
- One post-launch adoption review
The starting engagement does not include unlimited implementation support, extensive training delivery, enterprise-wide rollout support or ongoing consulting. Additional complexity is addressed through a tailored proposal.
Your engagement
Examples of Changes SHH Can Support
- New accounting or ERP system.
- New financial workflow.
- New approval process.
- New reporting process.
- Automation or AI rollout.
- New operational procedures.
- Role or responsibility changes.
- New budgeting or planning process.
How the engagement works
Prepare. Align. Enable. Reinforce.
01 | Prepare
Understand the change, affected stakeholders, readiness and potential resistance.
02 | Align
Create leadership messaging, communication priorities and role clarity.
03 | Enable
Develop the training, adoption and implementation-support plan.
04 | Reinforce
Measure adoption, identify gaps and support the transition into normal operations.
A clear distinction
How This Differs From Finance Transformation
The two services answer different questions.
Change Management & Adoption
How do we help people successfully adopt an already-defined change?
People, readiness, stakeholders, communication, training, adoption, leadership alignment, resistance and reinforcement.
Finance Transformation
What should the finance function become, and how do we redesign and implement it?
Current-state assessment, future-state finance design, process and workflow redesign, reporting architecture, controls, systems implementation, finance roles, implementation and stabilization.
Change Management may be included as a workstream inside a larger Finance Transformation engagement. Explore Finance Transformation
Scope Considerations
SHH’s focus is financial and operational change involving systems, processes, workflows, reporting, roles, technology adoption and organizational execution.
This service does not include HR restructuring, labor relations, workforce reduction consulting or organizational psychology.
Final project pricing depends on complexity, number of stakeholders, communication and training needs, timeline and the level of implementation/adoption support.
Starting at $5,000/project
Published monthly fees represent starting investments for new recurring engagements. Change Management & Adoption engagements start at $5,000 per defined project. The Financial Health Diagnostic is a fixed $1,750 one-time engagement. Hourly Advisory is $250/hour with a one-hour minimum. Finance Transformation is priced through a custom project proposal. Final pricing reflects scope, complexity and the agreed level of support. Existing signed engagement fees are not automatically changed by revisions to public pricing.
Smith Helping Hand provides financial and business advisory services. Services do not constitute legal, tax, investment, audit, review, compilation, or assurance services unless separately agreed and appropriately qualified. No specific financial outcome is guaranteed.
Discuss Your Change Initiative