“The secret of change is to focus all of your energy not on fighting the old, but on building the new.”
– Socrates
Onboarding a new relocation management company is a multi-layered, complex process, but it shouldn’t be a difficult one. Achieve a smooth transition by following a set of essential steps and focusing on the new relationships and solutions you’re building for better experiences.
As you embark on an implementation, there are a few essential things to keep in mind:
The goals and priorities of your relocation program must be clearly defined and well understood by all. Are you experiencing service failures or seeing increasing numbers of policy exception requests? Is your program growing, requiring you to expand your relocation service offerings or geographic reach? Are you focused on minimizing spend, or is delivering a more competitive or flexible suite of services your top priority?
These questions will undoubtedly have been answered and your goals defined as you began exploring your service partner options, well before implementation begins. However, that process takes time. There may have been some market or business changes prompting slight shifts in priorities. Or, you may have had a few illuminating “ah-ha” moments uncovered during the discovery or request for information (RFI)/request for proposal (RFP) stages that make a re-visit worthwhile. If anything needs to be adjusted from a process or policy perspective, now is the time to do it, and ensure all your stakeholders agree. Which brings us to…
Different individuals will be brought into the process at different times, but it’s important to identify the complete list of every person needed and what their roles and responsibilities will be. As you build your timeline, you can ensure their availability and willingness to commit to the tasks that require their input and expertise for the implementation to progress. Investing the time to do this right early on will help you keep on track. At a minimum, the list of essential individuals will include representatives from your HR/global mobility team, business unit leaders, IT/HRIS, accounting/payroll, tax, legal, executive-level sponsors, any other relocation services providers you are working with and of course, your RMC team. Including recently transferred employees (or bringing in anonymous survey data) will give the team the benefit of direct customer experience feedback as well.
Every implementation process is unique. How many people are involved, how long it will take and what specific actions will be needed will depend on such factors as:
Generally speaking, you should plan on a minimum of 6-12 weeks, but your specific timeline will depend on the variables noted above, and what’s driving your transition. If you are experiencing urgent service failures, for example, your new RMC will work with you to expedite the process.
A good rule of thumb is to build in some buffers around your target go-live date to allow for quality assurance testing AND the unexpected – technology hiccups, for example, or an unplanned lack of availability on the part of key participants.
“The best policies are built by exploring a holistic set of data points: program goals, size, scope, primary geographic regions, company culture, budget, employee demographics and feedback. All these need to be looked at together to make the best mobility program development decisions for your company and your mobile talent.”
Liz Portalla, VP, Client Services and Innovation
Sterling Lexicon
It’s helpful to break the implementation process down into manageable phases across the entire relocation journey, from initiation all the way through to employee satisfaction measurement. Here is where you will review your current policies and processes to define and agree on such key things as:
This is the stage at which you will define how all service providers will work together and decide how to treat those employees currently in transition. If a move has been initiated but not yet started, it can likely be successfully handed over to the new team to manage, depending on the urgency of the need and your project timeline. For those employees who have started their moves, it’s probably best to complete them with your prior provider to avoid too much disruption.
Once you’ve agreed upon policy and process specifics and completed all testing to ensure integrations are fully operational, it’s time to conduct in-depth training sessions with all account management and administration team members and a final round of testing and reviews on connected systems and reports.
Once go-live day comes, don’t forget to measure and report on the implementation process – a step that’s as important as tracking the relocation service program itself. When done exceptionally well – and thoroughly documented – the relocation management company implementation can serve as a model for other areas of the business onboarding new service partners, too.