Proven in the Field

Real organizations. Real challenges. Real momentum.

From global enterprises to mid-market leaders, we've helped organizations close the gap between what's embedded and what's embodied across People, Process, and Platform.

Case Study: UK Environmental Services Company

Industry: Waste Management & Recycling
Company Type: PE-owned utility company
Scope: Company-wide transformation affecting all employees
Timeline: 5-6 month intensive engagement
Services: Momentum (Change Leadership & Execution Partnership)
Systems: Finance, HCM, Procurement (Microsoft ERP)

The Situation

A major UK environmental services company was undertaking a critical enterprise-wide transformation. The initiative would replace core business systems across Finance, HR, and Procurement touching every employee and every process.

When Shera was brought in, the programme was already in flight. The technical implementation was moving fast, but the Change workstream getting people ready to actually use these new systems needed immediate leadership.

This wasn't just about training people on new software. It was about transforming how the entire organization worked.

The Challenge

Mid-stream entry with high complexity
Joining a transformation mid-flight means no luxury of building from the ground up. You inherit decisions already made, timelines already set, and stakeholders already fatigued.

Company-wide impact
This wasn't a pilot or a single department. Every employee would be affected. Finance teams, HR operations, procurement processes all changing simultaneously.

Multiple systems, multiple stakeholders
Finance, HCM, and Procurement each had their own requirements, their own teams, and their own concerns. Coordinating across all three while maintaining momentum required constant orchestration.

PE ownership pressure
Private equity ownership meant clear expectations on delivery, ROI, and timeline. There was no room for "wait and see."

What was needed:

  • A Change Leader who could coordinate across systems and stakeholders

  • Team leadership (managing 5 change agents while partnering with internal teams)

  • Steering Committee engagement at the executive level

  • Resilience when timelines shifted (as they always do in complex transformations)

The Approach

Shera led the Change workstream for the Systems Integrator, bringing structure and momentum to a complex, fast-moving programme.

Team Leadership

  • Led team of 5 change agents deployed across the organization

  • Partnered closely with the company's internal change team

  • Coordinated across Finance, HCM, and Procurement workstreams

Stakeholder Management

  • Worked directly with management and Steering Committee

  • Translated technical implementation into business readiness

  • Surfaced adoption risks before they became delivery blockers

Change Execution

  • Focused on embodiment, not just implementation

  • Built readiness for go-live across all affected teams

  • Maintained momentum through inevitable timeline adjustments

The Why Detective in action:
When resistance emerged, Shera didn't accept surface objections. She dug deeper to find the real friction points whether it was process design, inadequate training, or legitimate system concerns and addressed root causes, not symptoms.

The Outcome

Successful go-live of Finance, HCM, and Procurement systems across entire organization
Company-wide adoption not just installed, but actually used
Change team coordinated across 5 agents and internal partners
Steering Committee confidence maintained through complex delivery environment
Programme delivered despite timeline adjustments (standard for transformations of this scale)

What Made the Difference

Pattern recognition across disciplines
Shera's background spanning business operations, enterprise sales, and HR leadership meant she could see connections others missed. She understood the technical constraints, business implications, and people realities simultaneously.

Organized execution under pressure
Complex programmes don't fail because of bad ideas. They fail because of poor coordination and lost momentum. Shera brought structure without bureaucracy, keeping teams aligned and moving forward.

Resilience through complexity
Timelines shifted. Requirements evolved. Stakeholders pushed back. These aren't exceptions in enterprise transformation. They're the norm. Shera stayed focused on delivery when things got hard.

Embedded vs embodied focus
Most Change Leaders focus on training and communications. Shera focused on whether people would actually use the systems once they went live. That's the difference between embedded (installed) and embodied (adopted).

Client Perspective

"Shera joined a major project half-way through and after getting up to speed with the deliverables and project challenges, quickly established herself as someone that was organised, driven and determined to see a job done. Proving herself to be resilient in the face of real challenge, Shera was an absolute asset to the successful delivery of the Change workstream of a rapidly moving critical project."

— ICT Change Manager

Key Takeaway

You can't see the problems from the inside.

This organization knew they needed Change Leadership, but they were deep in execution mode with no time to ramp up external help. Shera's ability to diagnose quickly, lead a distributed team, coordinate across complex stakeholders, and maintain momentum through inevitable complexity made the difference between go-live and ongoing chaos.

The systems went live. More importantly, people actually used them.

Case Study: North American Retailer

Industry: Retail
Company Size: $4 billion revenue, 25,000 employees
Scope: Foundation HCM & Payroll build
Timeline: 18 month implementation, 5+ year ongoing partnership
Services: All Three Dimensions (Clarity + Strategy + Momentum)
Systems: Complete Infor HCM ERP suite (HRIS, payroll, benefits, talent management)

The Situation

A $4 billion North American retailer with more than 25,000 employees across hundreds of locations had a 20+ year old HR infrastructure that was holding them back.

They had a system. But it was deeply outdated.

The legacy HR and payroll platform had been heavily customized over two decades with hundreds of custom reports built to serve specific business needs. What started as a modern solution in the 1990s had become a patchwork of workarounds, manual processes, and institutional knowledge that lived in the heads of a handful of long tenured HR staff.

The system wasn't mobile friendly. It wasn't cloud based. It couldn't support the analytics leadership needed to compete for talent in a tight labor market. And every time the business wanted to expand or adapt, the system became an anchor, not an enabler.

They knew they needed to modernize and enter the global HR ERP world. But the complexity was paralyzing. Hundreds of custom reports. Decades of configuration decisions. Processes that had calcified around the system's limitations. Data that would need to migrate cleanly while the business kept running.

They didn't know where to start without breaking what was currently working.

The Challenge

Replacing what's deeply embedded without breaking the business
This wasn't a greenfield implementation. This was replacing a 20+ year old system that every HR process, every payroll cycle, every manager workflow, and every compliance report depended on. The business couldn't stop while they rebuilt.

Hundreds of custom reports with hidden dependencies
Over two decades, the organization had built hundreds of custom reports. Some were critical. Some were obsolete. Nobody knew which was which anymore. Every report represented a business decision, a compliance requirement, or a manager's workaround that had become standard practice.

Institutional knowledge locked in people's heads
The system had been configured and reconfigured so many times that the only people who truly understood how it worked were a handful of long tenured HR staff. If they didn't document that knowledge before migration, it would be lost forever.

Massive embedded to embodied gap waiting to happen
The risk wasn't just technical migration failure. The risk was building a new system that looked modern but didn't match how the business actually worked. Leadership wanted transformation, but the organization was comfortable with the old system's quirks. That comfort was dangerous.

People: Staff who'd used the same system for 10 to 20 years would resist anything that felt different, even if it was better
Process: Workflows had evolved around the old system's limitations. "The way we've always done it" was embedded in muscle memory
Platform: Choosing the wrong vendor or configuration would mean another 20 years locked into suboptimal infrastructure

Retail complexity during high growth
The company wasn't just replacing a system. They were scaling. Opening new locations. Competing for talent in a tight labor market. They needed HR technology that could support growth, not just replicate what they had.

One wrong decision would lock them into another two decades of limitation. Or worse, create chaos that disrupted operations and drove talent away.

The Approach

Shera didn't just recommend software. She partnered with leadership across all Three Dimensions to build HR infrastructure that would actually work for this specific business.

Clarity: Diagnose readiness before spending

Assessed organizational capacity to absorb enterprise technology
Most organizations think they're ready for enterprise systems. Most aren't. Shera diagnosed whether this retailer could actually handle the change before they committed millions.

Identified which processes needed standardization vs. customization
Retail operations are messy. Some things need to be consistent (payroll, compliance). Others need flexibility (scheduling, local practices). Getting this wrong means either chaos or rigidity.

Surfaced hidden friction points across departments
HR, Finance, Operations, and Store Management all had different needs and different pain points. Shera mapped where those needs conflicted and where they aligned before design began.

Strategy: Design the solution that fits the business

Crafted comprehensive business case and ROI model
Leadership needed to understand not just what they'd spend, but what they'd gain. Shera built the financial justification that secured executive buy in and board approval.

Solution architected exactly what they needed (not just what the vendor wanted to sell)
Software vendors have comprehensive toolkits, but clients don't need everything in the catalog. Working within Infor's ecosystem, Shera designed what this retailer actually needed: which modules, which capabilities, which configurations, and in what sequence. Not what would generate the biggest sale, but what would solve their specific problems and set them up for sustainable growth.

Built the bridge between business needs and system design
Shera worked with leadership across the business to identify what they actually needed the system to do, how different departments worked, and where processes needed to adapt. Then she translated those needs into clear direction for the implementation team to configure the platform to the retailer's specific realities.

Momentum: Partner through execution to ensure adoption

Partnered with leadership throughout implementation to maintain focus on adoption
Most implementations focus on technical go live. Shera stayed engaged throughout the entire project to ensure the focus remained on whether people would actually use the system once it launched, not just whether it was technically functional.

Built change momentum through strategic communication and engagement
Shera worked with leadership on change management strategy and communications. She presented the solution at the company's annual management convention, spending several days as a guest of the organization to talk with managers, answer questions, and build buy in at the leadership level before rollout.

Measured Return on Intention: Did this actually solve the problem?
ROI tells you if you got your money back. Return on Intention tells you if you solved what you set out to solve. Shera worked with leadership to track both throughout the engagement and beyond.

The Outcome

Complete HR system implemented serving 25,000+ employees across all locations
Foundation built right System still in use and expanding 5+ years later
From zero to embodied Not just installed, but actually adopted and used daily
Ongoing partnership Shera remains a trusted advisor as they continue to expand capabilities
Return on Intention delivered The system solved the problems it was meant to solve

What Made the Difference

Starting with diagnosis, not solutions
Most consultants would have jumped straight to vendor selection. Shera started by understanding whether the organization was ready, what they actually needed, and where the hidden risks were.

Solution architecture grounded in business reality
Enterprise software is complex. Retail operations are messy. Shera bridged that gap by designing solutions that matched how the business actually worked, not how consultants thought it should work.

All Three Dimensions applied
This engagement required Clarity (diagnosis), Strategy (design), and Momentum (execution partnership). Most firms specialize in one. Shera delivered all three because the problem required it.

Focus on embodiment from day one
The embedded to embodied framework guided every decision. It wasn't enough to install software. People had to actually use it. That lens shaped vendor selection, configuration choices, training approaches, and change management strategy.

Long term partnership, not transactional engagement
Five years later, Shera is still a trusted advisor. That doesn't happen by accident. It happens when you solve the right problems and build trust through delivery.

Client Perspective

"Shera is wonderful! As a client of hers while she was at INFOR she crafted a fantastic business plan to get us into the Global Travel Services/ Global HR ERP world. We were a company of 25,000 people with NO HR system when Shera found us. She solution architected exactly what we needed and tailored the software to our business needs. Since that implementation 5 years ago, she has remained a huge advocate and sounding board as we have added to our solution set. Her passion and optimism balanced with realism are excellent."

— Vice President of Finance

Key Takeaway

Replacing a 20 year old system is harder than building from scratch.

This retailer couldn't keep limping along with outdated infrastructure. But they also couldn't afford to break what was currently working. They needed to modernize while the business kept running, migrate decades of institutional knowledge, and get 25,000 people to abandon comfortable (if outdated) workflows for something new.

Shera's ability to diagnose readiness, build the business case that secured investment, translate business needs into clear implementation direction, and partner through execution made the difference between a system that created chaos and infrastructure that became the foundation for growth.

They didn't just get new software. They got modern capability that positioned them to compete for talent and scale the business without being anchored by technology limitations.

CASE STUDY: Global Industrial Conglomerate

Industry: Diversified manufacturing and services
Company Size: 125,000+ employees across 70+ countries
Scope: Global HCM transformation replacing multiple legacy systems, creating new global shared services center
Timeline: 3+ year engagement from initial strategy through implementation
Services: All Three Dimensions (Clarity + Strategy + Momentum)
Systems: Complete HCM platform including learning management (one of the largest implementations in vendor history)

The Situation

A global industrial conglomerate with operations spanning manufacturing, technology, consumer products, and a substantial not for profit arm was facing a critical decision. They had 125,000+ employees across more than 70 countries, each operating with different HR systems, different processes, and different levels of technological maturity.

Some subsidiaries had modern HR platforms. Others were running on decades old legacy systems. There was no consistency, no shared data, no ability to move talent across the enterprise, and no way for leadership to get a unified view of their most important asset: their people.

They needed to modernize. But more than that, they were building a brand new global shared services center that would fundamentally change how HR operated across the entire enterprise.

The complexity was staggering. The stakes were enormous. And they needed someone who could help them navigate it all before they committed millions of dollars.

The Challenge

Multiple legacy systems across a global enterprise
This wasn't one system to replace. It was dozens of systems across different companies, different countries, different regulatory environments. Some subsidiaries had invested heavily in their HR technology. Others hadn't. Consolidating without destroying what worked was the first hurdle.

Massive embedded to embodied gap across diverse businesses
A manufacturing plant in Georgia operates differently than a technology company in Asia. A consumer products division has different needs than a not for profit organization. The system had to work for all of them, but "one size fits all" would fit no one.

People: 125,000+ employees across vastly different roles, cultures, and expectations
Process: Every subsidiary had its own HR processes, some standardized, many not
Platform: Choosing the wrong vendor or architecture would lock the entire enterprise into limitations for decades

Building a global shared services center simultaneously
This wasn't just a technology project. The organization was fundamentally restructuring how HR would operate globally. That meant new operating models, new roles, new processes, all while migrating systems and maintaining business continuity.

Learning management as a strategic imperative
For an organization this size and this diverse, learning and development wasn't a nice to have. It was strategic. The system needed sophisticated learning management capabilities that didn't exist in the market yet. That meant working with the vendor to actually build new functionality.

One of the largest deals in vendor history
The scale meant every decision mattered. The vendor would listen. But that also meant navigating a complex sales and delivery environment where the stakes were high for everyone involved.

The Approach

Shera served as the key point of contact throughout this multi year, multi country, multi system transformation. She worked across all Three Dimensions to help the organization make the right decisions and execute successfully.

Clarity: Diagnose before committing hundreds of millions

Traveled globally to understand disparate needs across the enterprise
Shera met with subsidiaries around the world, from North American operations to international locations, to understand their current state, their pain points, and what they actually needed from a future system. Manufacturing, technology, consumer products, and not for profit organizations all had different realities.

Built comprehensive business case for executive and board approval
A decision of this magnitude required financial justification, risk analysis, and strategic alignment. Shera crafted the business case that secured investment and board approval for one of the largest HR technology projects in the company's history.

Assessed vendor capabilities against actual business requirements
Most vendors claimed they could do everything. Shera evaluated what they could actually deliver, where gaps existed, and what would need to be custom built. This included deep analysis of learning management capabilities, which were critical but underdeveloped in the market.

Strategy: Design solutions that work across extreme diversity

Solution architected for 125,000+ employees across 70+ countries
This wasn't about selecting software. It was about designing an architecture that could handle extreme diversity while creating enough consistency to operate as one enterprise. Shera worked with leadership to define what needed to be global, what could be regional, and what had to remain local.

Worked with vendor product management to build missing capabilities
The learning management functionality the organization needed didn't exist yet. Shera facilitated multiple design sessions between the client and the vendor's product team to define requirements and influence the product roadmap. The scale of the deal gave them leverage. Shera helped them use it strategically.

Designed for both standardization and flexibility
Some processes needed to be consistent globally (compliance, core data). Others needed to flex for local laws, cultures, and business realities. Getting this balance wrong would mean either chaos or rigidity. Shera helped design the architecture that allowed both.

Momentum: Partner through multi year execution

Stayed engaged throughout 3+ year implementation journey
Shera didn't hand off recommendations and disappear. She remained the key point of contact from strategy through execution, helping navigate inevitable challenges, scope changes, and emerging needs as the project evolved.

Facilitated transition, communication, and change strategy
With 125,000 employees across dozens of countries transitioning to new systems and new operating models, communication and change management were critical. Shera worked with leadership to develop transition strategies and ensure people understood not just what was changing, but why.

Bridged business needs and technical delivery
As implementation progressed, Shera continued translating business requirements into technical direction, ensuring the delivery team understood what success actually looked like from the organization's perspective.

The Outcome

Global HCM platform selected and implemented serving 125,000+ employees across 70+ countries
One of the largest implementations in vendor history successfully delivered
Global shared services center established with technology foundation to support it
Learning management capabilities built to meet strategic requirements
Enterprise wide consistency achieved while respecting local business needs
Multi year partnership from strategy through execution

What Made the Difference

Global perspective grounded in local realities
Most consultants think globally or locally. Shera operated at both levels simultaneously. She understood what needed to be consistent across the enterprise and what needed to flex for local realities. That dual perspective shaped every architectural decision.

Deep market knowledge combined with client specific needs
Shera brought extensive knowledge of HCM market capabilities and best practices, but she didn't apply generic solutions. She took time to understand this organization's unique culture, structure, and requirements before making recommendations.

All Three Dimensions over multiple years
This engagement required Clarity(diagnosis and business case), Strategy (solution architecture and vendor partnership), and Momentum (execution partnership through go live). Most consultants specialize in one phase. Shera partnered through all three because the problem required it.

Influencing product development at scale
The organization's size gave them leverage with the vendor. Shera helped them use that leverage strategically to get functionality built that didn't exist yet. That required understanding both the client's needs and the vendor's product roadmap deeply enough to facilitate productive collaboration.

Pattern recognition across extreme diversity
Manufacturing plants, technology companies, consumer products divisions, and not for profit organizations all operate differently. Shera's ability to see patterns across that diversity, to identify what was truly unique versus what was common, enabled architecture that worked for everyone.

Client Perspective

"I had the privilege of collaborating with Shera as we began our HR Transformation journey and decision making regarding choice of a global HCM platform. Shera brings current and deep knowledge of market best practices about workforce management and has deep knowledge of the capability of the Infor tool set. She's extremely customer focused, and I found her ability to quickly assimilate the unique parts of our culture in order to recommend the appropriate solution based on our needs an asset in the decision process. I look forward to working with Shera in the future."

— Assistant Vice President, HR Shared Services

Key Takeaway

Complexity at this scale requires partnership, not just consulting.

125,000 employees. 70+ countries. Multiple legacy systems. A new global operating model. Learning capabilities that didn't exist yet. This wasn't a project you could hand off after a few months of recommendations.

Shera's ability to diagnose across extreme diversity, design solutions that balanced global consistency with local flexibility, and partner through multi year execution made the difference between a transformation that delivered strategic value and one that created expensive chaos.

They didn't just get a vendor selection. They got a partner who helped them navigate one of the most complex HR transformations in their industry.

Recommendations

  • “Shera is an amazing professional, fully dedicated to Customer success. Her capability to understand your needs and vision is remarkable and leads to a win-win situation. I’m lucky to work with Shera as my Country manager, she’s the best!”

    Gregory Koren, Tefron, of Information Technology

    Scenic mountain landscape with snow-capped peaks and a modern building on grassy hills.
  • “Shera was absolutely wonderful to work with. She has deep knowledge of her product and does an excellent job understanding your business to see how she can help. This really comes across in her presentations and demos. You can tell she is passionate about her work and is truly vested in the interest of her client, it comes off as genuine which can be a difficult thing to find when shopping for technology solutions.”

    Sarah Schurder, Splunk Director, Global People Systems

  • “Shera cares tremendously about her clients, and is focused on delivering solutions that reflect her clients’ best interests. She is equally passionate and knowledgeable about her work, and ready to go the extra mile for her co-workers. I am happy to call Shera a colleague and friend, and highly recommend her to anyone looking for a team player who will always conduct herself with honesty and integrity.”

    Charles Imohiosen, Infor, Senior Director, Value Engineering & Global Head, Customer Engagement and Digital Transformation

  • "I met Shera at a business dinner between our two firms several years ago and since we have developed a strong working and personal relationship. In business, you very rarely find a person who is able to present deep technical capacity and "genuine authenticity." Shera is a dynamic leader who drives her business dealings within this small space where very few professionals operate. I trust and recommend Shera on any business deal and I have grown to rely on her vast technical knowledge, her continuous strive for excellence, her care for clients, and her genuinely authentic personality."

    Joshua Tingle, Project Manager - LB&I Resource Solutions

  • "There are those colleagues you meet that you immediately know you need to partner and work together. This was my immediate reaction after meeting Shera the first time (and it was via phone)! We've collaborated on a number of accounts and I've enjoyed spending days driving back and forth across Israel visiting customers with her. I've learned the importance of listening to the customer from Shera and tailoring the response to answer their business problems versus selling them software SKUs. The value that one brings to an account is to solve their challenges - be it services, payment terms, deployment choices, or language options. I've SEEN Shera face and solve all of these and more. In the end, an opportunity may take a bit longer to close, but the customer satisfaction afterward is massive and Shera is seen as a friend and trusted advisor from that point forward in the account. She is deft in her ability to manage both the customer and the business processes that need to flex to address the opportunity. I would relish the opportunity to work with her again (and I'm sure I will)."

    Chris Lund, Hexagon, Vice President, Global Channel Sales

  • “I have worked with Shera for many years. In my over 20 years of working in HR Technology, I have never found anyone with Shera’s Global Human Resource industry knowledge. The nuisances and finesse that Shera brings to every conversation are world-class and earned through her stellar career. Her customer value is never-ending, and she drives business transformation with every move. As a colleague, Shera is always helpful and giving and willingly taught and encouraged me throughout my transition into Infor. Any organization would be lucky and smart to have Shera at the helm, she is truly one in a million.”

    Amy Devine, Infor, Vice President, Healthcare Solution Consulting

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