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Cloud

Experts in cloud migration that drives enhanced business operations. This is your path to positive digital transformation.

Organisational Effectiveness

Maximising efficiency and driving results. Read more about how we transform organisations for success.

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& Change

Navigate change with confidence. We will work with you to build human-focused approaches in driving impactful change.

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& Culture

Cultivating leadership, shaping culture. Roberts Group Consulting understands the lasting impact of empowering leaders.

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Learning

Unlock potential through learning. We ensure organisations stay ahead with their right people capabilities.

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Drive sales and ignite growth. Your path to high performance

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Precision in project delivery. Roberts Group Consulting has seasoned management experts for projects of all sizes.

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who we are

Who We Are

Why work with us?

The rapidly changing world is your biggest opportunity. We help leading organisations succeed with their most critical change initiatives by unleashing human engagement to unlock business.

Digital Transformation is changing the way business gets done

May 22, 2023
2 min read

Building a Future Fit Organisation with Digital learning

November 14, 2022
2 min read

Creating and Sustaining a Culture of Continuous Improvement

September 27, 2022
2 min read

Driving sustainable behaviour change at a global Wealth Management Company

June 17, 2022
2 min read

Why you should consider living life on the Edge

May 11, 2022
2 min read

Measuring Cloud Adoption for Success

March 23, 2022
2 min read

Insight Categories

Case Studies

Our Latest Case-Studies

Unilever

Building capability to grow sales, reduce attrition and increase engagement

GLOBAL CONSUMER GOODS COMPANY

GLOBAL MARKET RESEARCH & DATA INSIGHTS COMPANY

Building the sales organisation of the future to accelerate growth and improve capabilities

GLOBAL MARKET RESEARCH & DATA INSIGHTS COMPANY

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Case Study

Investing in a cultural shift and embedding behaviours for long term dividends

GLOBAL FINANCIAL SERVICES COMPANY

Investing in a cultural shift and embedding behaviours for long term dividends

Client:

GLOBAL FINANCIAL SERVICES COMPANY

A FTSE 100 wealth management company with £16 billion of revenue and £119 billion of client funds under management in 2019. With over 700,000 clients, offices in multiple countries and around 5000 employees, this client is focused on providing personalised and trusted wealth management services.

RGC were asked to support the behaviour change required for financial advisers to start using the Salesforce platform for customer activities instead of traditional and ad hoc current methods.

13 Jan 2024

Client:

GLOBAL FINANCIAL SERVICES COMPANY

date:

13 Jan 2024

The Brief

Key Challenges

No consistent channel for customer relationship management tracking
Traditional culture and leadership styles
Typically struggled with change management and technology adoption
Utilising Teams/eBooks instead of traditional face to face approach.

Our Solution & Strategies

Communications and behaviour strategy for deployment of Salesforce
Communications planning, design and deployment
Launched and managed change task force
Adoption strategy and metrics
Adoption dashboard and tracking

Impact & Results

~1000 users fully adopted
Supported over 50 end user engagement sessions
40% reduction in upskilling and behaviour change costs (including teams, e-books and Salesforce portals)
10% uptick in productivity
Over 20K engagement comms deployed

Solution & Strategies

Communications and behaviour strategy for deployment of Salesforce
Communications planning, design and deployment
Launched and managed change task force
Adoption strategy and metrics
Adoption dashboard and tracking

Impact & Results

~1000 users fully adopted
Supported over 50 end user engagement sessions
40% reduction in upskilling and behaviour change costs (including teams, e-books and Salesforce portals)
10% uptick in productivity
Over 20K engagement comms deployed

Key Challenges

No consistent channel for customer relationship management tracking
Traditional culture and leadership styles
Typically struggled with change management and technology adoption
Utilising Teams/eBooks instead of traditional face to face approach.

Solution & Strategies

Communications and behaviour strategy for deployment of Salesforce
Communications planning, design and deployment
Launched and managed change task force
Adoption strategy and metrics
Adoption dashboard and tracking

Impact & Results

~1000 users fully adopted
Supported over 50 end user engagement sessions
40% reduction in upskilling and behaviour change costs (including teams, e-books and Salesforce portals)
10% uptick in productivity
Over 20K engagement comms deployed

Insights

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