Episode 15

April 22, 2022

Mastering the RFP Process and Winning at Change Management and Adoption w/Tom Schoen

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Tom Schoen, CEO and President of BTM Global, sat down with us to discuss some of the downfalls of the business requisition process and dealing with procurement, as well as the most overlooked aspect of the implementation process once the business has been won, change management and adoption. Topics included in this discussion are:

  • The ups and downs of the RFP process
  • The role of procurement for strategic enterprise
  • Platform and in-strategy services acquisitions
  • Properly gauging the commitment of new clients
  • Enterprise software acquisitions
  • Change Management and adoption
  • How to prevent low adoption rates
  • When to begin the change management stage
View Transcript
Host

Banoo Behboodi

Vice President, Success Engineering

Banoo Behboodi is a 20+ year software and services leader with extensive experience executing change initiatives with oversight of Customer Success, Professional Services and Delivery and Consulting functions. Banoo’s earlier experiences with AT&T Mobility, Coca-Cola Company and Ernst & Young leading key transformational and compliance projects, provided the foundation needed to be an effective leader and a change agent with a customer first mindset. Banoo is passionate about driving continuous improvement through sharing best practices and empowering resources through technology and analytics to optimize performance and job satisfaction while driving business outcomes.

Host

Brent Trimble

Vice President, Value Engineering

Brent brings more than 15+ year’s of leadership experience in Management Consulting, Strategic Delivery, Marketing services and product development firms to his technology role at Kantata. As the VP of Value Engineering and the Managing Director of Marketing Service & Agency Vertical, he specializes in identifying process improvement potential, business optimization and key health metrics for alignment and orientation.

With deep business understanding through an operator lens - Brent works with Kantata partner firms to refine intrinsic and extrinsic value drivers - giving firm principals the focus required for adoption, mobilization, value realization and ultimately - success.

Prior to joining Kantata, Brent was a client of the platform and held positions at Interpublic Group, Accenture, WPP, and independent marketing consulting firms.