Case Studies

Behind every technology project is a real organisation carrying on with their day to day operations while change happens.

The case studies below share examples of projects where the focus was on making change practical and acceptable for the people involved.

Turning complex system projects into clear changes in processes
Aligning teams, vendors and leadership
Creating the foundations for successful adoption

Good change doesn’t happen by accident. It happens when people understand what’s changing and why.

Case Study 1 - A Membership Organisation

The situation

A national membership organisation with 50 staff and six teams needed to modernise their technology — but didn't know where to start. They had no project plan, no clarity on requirements, and no idea whether their people were ready for change.

The approach

What started as a few days of advice grew into a full transformation engagement. Over 14 months Sheena:

Assessed readiness across all six teams — uncovering how each area actually worked
Developed a phased mini-project approach tailored to each team
Led a full vendor tender process and presented a business case to the Board — securing sign off
Identified within weeks of engagement that the selected vendor couldn't deliver — and pivoted immediately
Opened negotiations with an alternative vendor at significantly lower cost

The outcome

When a new CEO came in and made the strategic decision to pause while amalgamating divisions, the organisation didn't lose the investment.

They walked away with:

Full process documentation across all six teams
A clear picture of their real system requirements
A viable lower-cost technology pathway already identified
A team that understood what good change looked like

The project didn't launch. But the organisation was infinitely better prepared than when it started — and avoided significant additional spend on a vendor that couldn't deliver.

Case Study 2 - A Not for Profit Organisation

The situation

A large not for profit was undertaking a complex Salesforce transformation across multiple programs and teams. The organisation needed an experienced change leader who could hit the ground running — someone who understood both the business and how to work effectively with a Big 4 consulting delivery team.

The approach

Sheena was brought in as Change Lead from the very start and became the critical link between the organisation and the consulting team throughout delivery.

Delivered change management for an existing program going live immediately on joining
Mapped all teams, programs and stakeholders — giving the consulting team a clear picture of who to engage and when
Became the de facto agile practitioner when the Product Owner role was vacant — and continued providing agile expertise even after the role was filled
Ran all business readiness sessions and showcases with key business contacts
Recruited and managed a team of 10 Subject Matter Experts
Presented at Steering Committee — providing executive-ready reporting throughout
Ensured the consulting team always knew exactly who to speak to and when

The outcome

What could have been a chaotic multi-program transformation became structured and well-governed — largely because there was one person who held the full picture throughout.

Business teams knew what was coming and why. The consulting delivery team always had the right people in the room at the right time. The Product Owner had support when she needed it most.

By the time Sheena's engagement ended, the organisation had:

Full stakeholder mapping and engagement across all programs
Business readiness sessions completed with key teams
A trained SME network actively contributing
Clear agile processes established and running
A change foundation solid enough to build on

The project continued after the engagement — built on groundwork that wouldn't have existed without it.

Case Study 3 — A National Logistics Organisation

The situation

A large national organisation was upgrading their Salesforce platform across a significant portion of their workforce. The project required managing a complex stakeholder landscape, a large and varied user base, and a technology delivery team working across multiple locations.

The approach

Brought in as Change Lead, Sheena quickly became the primary relationship holder with the client — building trusted connections with senior leaders, General Managers and key business contacts throughout delivery.

The work included:

Developing the full change strategy and change plan
Conducting stakeholder mapping and engagement across a large and complex organisation
Delivering union communications — navigating sensitive industrial relations with care
Designing and delivering change champion and change leader training programs
Completing training needs analysis and coordinating external training delivery
Maintaining senior stakeholder relationships and presenting at key leadership forums throughout

The outcome

Despite significant team disruption including the impact of COVID, the change foundations were firmly established. Senior stakeholders were engaged, champions were trained and ready, and the organisation had a clear change and training framework to carry through to completion.