- Coordinating onboarding across six entities with varied timelines and readiness
- Maintaining visibility and alignment across internal and external teams
- Flexing resources dynamically without disrupting overall program cohesion
- Strategy & Execution
- Seamlessly engaged with six entities to start the onboarding process
- Collaborative flexibility across the team reduced duplicated resolution efforts by approximately 25%
- Streamlined efficiencies across entities to limit support needs from internal teams
As our client prepared to launch a new energy market, they faced the challenge of onboarding multiple entities on staggered timelines while maintaining consistency, coordination, and visibility. The complexity of managing internal teams and external participants highlighted the need for a consolidated staffing model and centralized program management. To address this, they engaged Percipio to establish and mature a structured framework to deploy experienced leadership capable of organizing and executing a multi-entity onboarding effort with clarity and cohesion.
Percipio executed a structured onboarding framework to support the launch of a new energy market. The team focused on standardizing onboarding plans across multiple entities to ensure consistency in execution and expectations. Communications were centralized to provide clear visibility and reporting to leadership, enabling informed decision-making and proactive issue resolution. Percipio also established a unified management approach across internal teams and external participants, ensuring alignment, accountability, and repeatability throughout the onboarding process.
Percipio successfully assembled and deployed a team of consultants to implement a consistent onboarding plan and structure that is being used across all participants. While entities are progressing on varied timelines, they are doing so in a coordinated and cohesive manner, supported by a unified framework. A key advantage of the approach was the ability to flex and shift resources across entities in real time, allowing the team to respond quickly to emerging issues and escalations without disrupting overall progress. The client now has full visibility into each entity’s progress, enabling proactive oversight and confident decision-making.
