Sanitised copy. Company names, people’s names and identifying details on this page have been replaced with placeholders. The structure, design and approach are exactly as they were sent.
coming alongsideThe Alliance
In confidence
A note for the Alliance

The system is delivered. Now comes the uptake.

Helping the people of the Alliance draw the full value from the ERP they worked so hard to put in place.

The last mile
Every handover carries the value forward, all the way to the person at the desk.

Prepared for the Alliance's leadership by Ho Goh, founder of Trinity, Geneva. October 2026.

The shape of it

The proposal at a glance.

  1. 1

    The ERP is in

    Built with real investment and goodwill across the Secretariat.

  2. 2

    Its value lives in the chain

    Each team's output is another team's input.

  3. 3

    People work around it

    The efficiency it was designed for is still waiting.

  4. 4

    A readiness exercise

    Listen to every team. Find the big rocks.

  5. 5

    One shared picture

    In around twelve weeks: prioritised, bundled, owned by the Alliance.

Where things stand

A great deal has gone in. The return is ready to grow.

Putting an ERP in place asks a lot: budget, months of design and testing, data migration, and people giving time alongside their day jobs. Once it is live, a quieter question follows. Is it making the work easier for everyone who touches it?

Below are some early signals from an initial conversation. They are a partial view, seen from one part of the organisation, and the exercise itself will test them, widen them and add what the Alliance's people see.

Early signals
1Side spreadsheets 2Team handovers Drawn so far Full potential 3Value to draw out 4Time to return
1

Used in its own way

Habits and side spreadsheets can grow up around the system.

2

Handovers between teams

People see their own screens, and may see less of who receives their work.

3

Value still to draw out

The capabilities are there, and more of the benefit is still to come.

4

Time ready to return

Hours spent chasing and re-keying could go back to the mission.

A partial view to start from. The Alliance's people will complete the picture.

How the work connects

Every output is someone else's input.

A vaccine stays potent because every link in the cold chain holds its temperature, from the manufacturer to the last mile. An ERP works the same way. A clean supplier record, a correctly coded grant, an approval given on time: each one keeps the value intact for the next person along. Choose a team to see what it hands on, and who receives it.

One the Alliance, one chain
Illustrative

Finance and treasury

Hands on

Budgets, cost centres, payments and the cash position.

Received by

Grants and countries, procurement, people and HR, reporting.

When it flows

Grants pay out on time, suppliers are paid once, and leadership reads one number.

An illustration to start the conversation. The real map is drawn with your teams in the first workshops.

How it got here

A project runs to a timeline.

Every ERP project has a go-live date, and a great deal of complexity to manage on the way: data migration, integrations, testing cycles, budgets and decisions. With so much to hold together, the engagement with the end user community can fall short, even with the project team's very best intentions.

The project The readiness exercise The user community
On the way to go-live, the project engages part of the user community in depth.
Engaged during the projectHeard through this exerciseChampion for their unitRepresented by colleagues from their unit

The exercise listens to a representative group from each unit, chosen with the business leads. Champions then carry the conversation to the colleagues around them.

Possible origins

Four moments where time with users is hardest to protect.

These are possible origins, to be tested with the Alliance's people in the exercise itself. Each one reflects the pull of a timeline on a committed project team.

1

User acceptance testing

Testing confirms the system works as designed. With the timeline pressing, a smaller group may carry it, so many colleagues first meet the system at go-live.

2

Adoption conversations

Talking through how each role changes, and who depends on whom, competes with the go-live date. Screens get designed in detail, and the ways of working between teams may get less airtime.

3

Training

Training centres on the clicks: raise a request, approve an invoice, run a report. The why and the who-next can travel more slowly, and colleagues who join later learn from whoever sits nearby.

4

Every change since

The Alliance has kept moving: a new strategy period, a reshaped Secretariat, fresh priorities. Each change adds a new layer on top of the original design and training, and asks people to adapt again.

Each moment reflects the pull of a timeline. This exercise gives that time back to the Alliance's people.

What I propose

An adoption readiness exercise, built around the Alliance's people.

Think of it as a coverage survey for your ERP: a clear view of where uptake is strong, where it is still building, and what will move it.

The outcome
0

The big rocks: a prioritised list of things someone can work on

This is the heart of the exercise. Each barrier, wish and question raised is captured in people's own words, then qualified, prioritised and bundled, so each one has a clear next step and an owner ready to act on it.

And three positive by-products
1

Re-engage the user community

Every workstream gets time and a voice. People who were busy during the implementation are heard in their own words, and see what happens with what they say.

Finance
78%
Grants
61%
Procurement
69%
People
84%
Reporting
52%
2

Measure adoption, team by team

An adoption score for every workstream and team, so the Alliance sees where uptake is strong and where it is building, in numbers rather than impressions. Figures shown are illustrative.

3

Stand up champions in every area

A named champion in each area, trusted by colleagues, who becomes the point of contact for every future release, training and change.

The outputs the Alliance holds at the end

  • An adoption score for every workstream and team
  • A named champion in each area, ready for future change
  • A register of every big rock, in people's own words, sized and prioritised
  • The single page: every big rock placed by the Alliance's own measures
  • Big rocks grouped into bundles, ready to plan
  • A playback to leadership, and a roadmap with an owner

Who is involved

Leadership sponsorsSet the intent and the measures, and receive the playback.
partner from inside the AllianceKey to success. A colleague from the Alliance working alongside me throughout. The Alliance is theirs to navigate: they bring the insight into how it truly runs, who to bring in, and how to read what we hear.
Business leadsThe head of each workstream. They open the door for their teams and own the bundles that follow.
End usersThe people who use the system every day, in groups by business function and unit, the way the Alliance is organised. Short workshops, in confidence.
Process owners and the ERP teamIn the room with the business, so answers come on the spot and quick wins land early.
ChampionsIdentified along the way, one in each area.
The method
0
Weeks 1 to 2

Leadership intent

What success should feel like, and which measures matter most to the Alliance.

1
Weeks 3 to 8

Listen

Workshops by business function and unit, mirroring how the Alliance is organised, in groups of up to eight, with leads, users, process and technology together.

2
Weeks 3 to 9

Capture and score

Each big rock qualified and scored, and an adoption score built for every team.

3
Week 10

One page

Every big rock on a single quadrant, so the eye goes straight to what comes first.

4
Week 11

Group into bundles

Big rocks that share a cause, a team or a fix are bundled, to be solved together.

5
Week 12

Hand over

A playback to leadership, a champion in each area, and the roadmap in your partner's hands.

Twelve weeks is a guide. The pace follows the availability of the Alliance's business users, so the exercise can run shorter or longer.
The crew

The most important person in the room is a partner from the Alliance.

I bring the method and an independent view. The partner from inside the Alliance brings the organisation: its people, its history and its priorities. They are present in every meeting, which I would expect to take around 20 to 25 percent of their time over the twelve weeks.

Over the engagement, they move from beside me to out in front, and carry the roadmap once I step back.

Trinity Independent advisor partner from inside the Alliance Knows the Alliance inside out

Knows how the Alliance runs

Understands the overall operations, end to end, and how the teams connect.

Respected by users and leaders

Commands respect on both sides, so people speak openly and leadership listens.

Sizes the big rocks

Can quantify each rock with authority: priority, business value, cost of change and time.

In every meeting

Around 20 to 25 percent of their time, across the whole exercise.

The building block

What is a big rock?

A big rock is anything that stands between people and the full use of the system, captured in people's own words. It comes in three types.

Type one

What gets in the way

Steps that slow the work, data that needs care, and handovers between teams that need tightening.

Type two

What people wish for

The report they would love to have, the approval that could be simpler, the screen that would save an hour a week.

Type three

What people want to understand

Questions about why the system works the way it does, and the training that would build real confidence.

Every rock is different.

The smallest are solved in a conversation: an answer or a pointer, with nothing to build. Some are pebbles, resolved with a short training or a setting. Others are boulders that need investment and time. Some are easy to move, others need several teams to lift together.

Sizing them well takes two views working side by side: a colleague from the Alliance who knows the operations and the people, and Trinity as an independent advisor. In partnership, they qualify every rock, so the priorities are fair, consistent and trusted.

XSSMLXL ConversationQuickDaysWeeksInvestment TrinityThe Alliance
One big rock, sized
What

One view of a grant, from approval to disbursement

Raised by
Grants and countriesFinance
Type
What people wish for
Lands in: Highest value, first priority

Illustrative example.

An illustrative example

Every big rock on one page, measured the the Alliance way.

Each rock takes its colour from the team that raised it, and its size from a third measure of your choice. Which measures sit where is agreed with you in the first week. Try a few combinations.

Business value, against cost of change
Tap or hover a rock to read it. Change the measures, then switch to Grouped into bundles to see what belongs together.

Illustrative big rocks, typical of any ERP a year or two after go-live. The Alliance's own come from the Alliance's people. Bundles cut across teams, which is why the teams solve them together.

The quadrant shows what to do first. The bundles show what to do together, so each fix lands once, for everyone it touches.

Done before

I have successfully completed this activity multiple times for a multinational advertising group.

Each time, the business was moving onto the group's single ERP and operating model. Each time, the result was practical and usable, and it opened the door to easier, more transparent conversations between parts of the business that had experienced friction in the past.

The figures below come from the first, a pilot with one regional business line that ran from April to September, and from its playback to the group's transformation forum.

Who leaned in

30 Finance8 Operations5 Sales5 Service delivery and HR5 Leadership and sponsors
19Workshop sessions
225Hours of people's time, across 30 meeting hours
65Big rocks: 34 new, 27 already known, 4 closed during the exercise
1

Workshops

Conversations between the business, process and technology, capturing everything that needs a resolution.

2

Qualify

Each big rock qualified by category and workstream, forming the basis of the score and the priorities.

3

Score

A consolidated view of readiness by category and by workstream.

4

Prioritise

Every big rock on one page, using three measures: priority, business value and feasibility. Swap in other measures and the process repeats.

Bundles from the top-right quadrant

Reporting capability
7
Resource management tooling
6
Governance alignment across regions
3
ERP use and integration with current systems
2
Workforce administration
1

Big rocks per bundle.

Beyond the list

  • Knowledge transfer between the business and the global process and technology teams
  • Findings that complemented other initiatives running at the same time, with a shared language between them
  • Quick wins along the way, including HR system enhancements and training on the global resource management and finance tools
  • Trust built, and a stronger connection between the business and the global teams
A lesson recorded at the time: work with a business coordinator acting for the COO and CFO. At the Alliance, that is the partner role.
The workshop was well run and cohesive in what it covered… and allowed for direct and open conversations. Those running the workshop were fully up to speed on what was happening in [our business], as well as other parts of the business, and provided great insights across the board. Overall, two enthusiastic thumbs up.
Participant, operations
This has been extremely helpful. Thank you for listening to us.
Participant, service delivery
For the past couple of years people had been talking to us about [the ERP] as a tech solution, now you have shown us [it] is more of a way of working… how we are all going to be driving the same way.
Participant, operations

Figures, lessons and quotes are taken from the pilot's playback, with names removed.

Who I am

Twenty five years of ERP, always on the side of the people using it.

My name is Ho. I founded Trinity, an advisory that helps organisations change through their people. My career began at Capgemini delivering ERP programmes, and grew inside BP, Ralph Lauren, Richemont and global marketing services groups, across SAP, Oracle, Dynamics and Salesforce.

My specialism is the moment a system meets its users: user acceptance, readiness and adoption. I sit between technology and the business, and translate until both sides share one picture. This month I lectured at HEG Genève on ERP in real life, following a polo shirt from design into the customer's hand to show how every team depends on the next.

Change and transformation

Helping organisations move, with people brought along.

Project delivery

ERP and operating model programmes, run with users at the centre.

People and culture

Engagement, communication and identity that people feel.

Ho Goh
Organisations
CapgeminiBPRalph LaurenRichemontGlobal marketing services
Systems
SAPOracleDynamicsSalesforce
Sectors
Public sectorNon-profitEnergyFashion and luxuryProfessional servicesAdvertising
Education
BSc, University College LondonMSc, London School of EconomicsPRINCE2 PractitionerProfessional Scrum MasterISEB Software Testing
Ho's soft skills, happy warrior demeanor and common sense approach were important in successfully changing the way business and technology stakeholders cooperate on such large ERP programs.
Olivier Barbieri, Chief Information Officer
Ho brought a level of clarity, sanity and collaboration into a fast moving, high stress, high pressure environment.
Chris McCall, Publishing CTO, Bauer Media Group
Very professional and structured but also a kind and well spirited human. His polite, calm but still distinct nature created the perfect work environment.
Sebastian Schlueter, Business Process Integrator, Supply Chain
An invitation

To the team at the Alliance,

You have done the hard part. The system is in, and your people are committed to making it work. I would welcome the chance to help the Alliance draw out the value waiting in it, by listening first, and by keeping your people at the centre of the work.

A simple first step would be one conversation with the sponsors of the ERP, to agree what success should feel like and which measures matter most. From there, we shape the exercise together, at a pace that suits the Secretariat.

Thank you for reading. I look forward to meeting the team.

Ho, signed
Ho Goh
Founder, Trinity · ho@hellotrinity.net · hellotrinity.net
Proposals