ScreenSteps Case Studies Successful System Transition and Employee Training at The Royal College of General Practitioners
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Successful System Transition and Employee Training at The Royal College of General Practitioners

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The Royal College of General Practitioners (RCGP), the largest medical royal college in the UK, faced a significant challenge in replacing a decade-old legacy system with a new CRM that managed events and subscriptions. The transition required not only the successful implementation of the new system but also the training of RCGP's employees to ensure a smooth rollout. The challenge was to manage the change effectively, ensuring that the employees were well-versed with the new system and could adapt their existing processes to it. Owen, a change management consultant, was brought on board to assist RCGP in this transition.
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The Royal College of General Practitioners (RCGP) is the professional body for general practitioners (GPs) in the United Kingdom. The RCGP represents and supports GPs on key issues including licensing, education, training, research, and clinical standards. It is the largest of the medical royal colleges, with over 50,000 members. The RCGP was in the process of transitioning from a legacy system to a new CRM that managed events and subscriptions, and needed to train its employees on the new system for a successful rollout.
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Owen collaborated with RCGP to document the existing processes and developed a plan to adapt these procedures to the new system. The plan involved sending out a 'Foundations' course to those employees who would be experiencing significant changes to their existing processes. This course was designed to prepare employees for the live training, ensuring that time wasn't wasted on basic concepts. After the live training was completed, Owen sent out fortification courses to reinforce what was discussed during the live training. Additionally, Owen implemented contextual help, making it easy for employees to access the knowledge base articles. However, Owen realized the importance of getting employees to use the knowledge base more during training to reduce post-training support queries.
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The transition to the new system was successful, with high user adoption among RCGP's employees. The training program was well-received, with employees rating it 8/10 stars. They appreciated the self-paced and in-person training, finding it effective. The implementation of the new CRM has enabled RCGP to better serve its members, improving their experience. While specific numbers were not provided, it was indicated that RCGP is now better equipped to fulfill its mission of encouraging, fostering, and maintaining the highest possible standards in general medical practice.
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