About GreatAmerica
GreatAmerica Financial Services Corporation is a privately held company that was founded in 1992 by Anton Golobic who serves as the Chairman of the Board and Chief Executive Officer. GreatAmerica is headquartered in Cedar Rapids, Iowa, with additional regional offices located in Marshall, Minnesota, and Milton, Georgia. GreatAmerica is one of the largest independent (non- bank) small-ticket equipment finance companies in the United States, with nearly 600 employees and total assets of approximately $2.3 billion.
GreatAmerica Digital Transformation
The Engagement Strategy will focus on the employee experience and the impacts to their role and responsibilities. A series of co–creation workshops, interviews, surveys, and job shadows will build the organization’s change roadmap.
The goal of GreatAmerica’s Digital Transformation, “GreatTomorrow” is to establish an integrated solution to provide enhanced digital experiences for GreatAmerica Employees, Customers, and End Users across three primarily processes:
a. Originations
b. Billing & Invoicing
c. Collections
The Program will also integrate the above listed experiences to integrating to existing solutions (e.g., asset inventory management, end of term quoting, and associated customer and end user self service portals).
The Solution:
A combination of Salesforce + BillingPlatform to provide:
1. Frictionless Experience
2. Immersive Innovation
3. Purposeful Growth
4. Rewarding Work
Purpose
• Identify key Personas and employee Experience Maps
• Understand the culture and global implications by region
• The analysis from the Digital Change activities will address culture, change
impacts, along with new ways of working for the organization
Approach
• Facilitate a Co-Creation Studios focusing on Stakeholder engagement, define and
validate impacted roles and how they will be impacted by the transformation
• Align leaders around transformation vision, strategy, objectives, KPIs, and sense
of urgency through specific Stakeholder/Leadership workshops
• Use personas to depict current and future state experience maps
• Define readiness capability assessment measures
Outcomes
Develop a Digital Change Plan that will outline:
– Communication strategy
– Training Strategy
– Change Champion Network plan
– Key Personas and expected new ways of working experience
– Complete Golden Threads for each area of the business to guide future development
– Measurable progress with a Pain Point Tracker in Jira
– Leadership/Stakeholder engagement plan