While decision-makers recognise AP automation as the key to cost savings and improved efficiency, the reality is that end users are often less enthusiastic about the change. In fact, change management is often cited by managers as a top challenge of an AP automation project. That's why it's important to get out in front of the initiative with a solid plan to manage each phase of the change and get everyone on board.

What is change management?

Change management is simply defined as the process of determining how teams can be best prepared for organisational change. While successful businesses regularly undertake projects to improve performance, address operational problems, or to seize fresh opportunities, these vital initiatives can create new problems if staff are not adequately supported. This is where change management comes into play. It drives success and outcomes by making teams more flexible and receptive to shifting priorities, goals and processes. The structured approach is designed to support the individuals within your team and help them prepare for the future. AP Automation projects are ideal for application of change management techniques.

5 Ideas for Your Change Management Plan

So how do you go about getting from where you are today to effectively streamlining your AP process and automating invoice processing? Communicate with your end users and devise a plan to get them excited about the change. Here’s some suggestions:

  1. Consider their perspective: Think about human nature and the inherent resistance to change your employees may be experiencing. Think about the fear of the unknown; another new system to learn; how their roles will change; the tasks that will be removed and added; and, naturally the sensitivity to job loss. Interview users that will be most affected; document their responses and address your observations in future communications.
  2. Communicate frequently: The key to change management is communication. Keep your employees informed as much as possible during the process – help debunk the reasons for fear and resistance. As soon as the solution vendor has been selected, make an announcement – get everyone excited. Demonstrate how the AP automation solution will benefit them in their roles, the company and business processes. Keep the project front of mind for everyone. Let people know the progress or the reasons for delays. Assure them that the team’s goal is to deliver a system that meets expectations.
  3. Celebrate the rollout: When you have received word that the test system is ready, send a request to all department managers asking for the names of anyone who will need access to the AP system to code, approve or handle invoices – include anyone who may need to review or audit invoices for any reason. Then, invite those individuals to an internal celebration and unveiling of the new system. Some companies even hand out goodies branded with the new solution provider’s logo and raffle off prizes to create a buzz about the new system and the efficiency it will bring everyone.
  4. Showcase the system: As you enter the final phase of implementation, hold live webinars with all potentials users. Show them the functionality and workflow; ask for their feedback; note their questions and concerns. Then, use this dialogue as a basis for training materials.
  5. Hold internal contests: During the first months of system use, hold internal competitions encouraging users to submerse themselves in the system and complete various tasks. Reward those who eagerly participate.

Yes; it will take time to create a change management plan and related communications, but it will save you time in the long run and keep frustration levels to a minimum if you get everyone on-board from the start. Resistance can translate to delayed implementations and rocky roll-outs, so try to get everyone excited about the project before that happens by making them a part of the change.

GKN Driveline’s Succesful Change Management Strategy

Want to hear how others before you have undergone successful change management strategies? Check out this on-demand webinar with Basware customer GKN Driveline and IOFM: The Human Side of Automation.
 
This webinar focuses on how AP can prepare/educate/improve their skill sets for a future of increased automation and how finance executives can prepare to re-purpose talent they have in AP, offer appropriate training, rework job descriptions, etc. Industry expert Judy Bicking and Basware customer Heather Weis from GKN Driveline speak to their experience in this area on the webinar.