Pillar 8 of 10

Projects &
Transformation

Project management, execution methodologies, change management, and delivering measurable value through GBS transformation programs.

In GBS, almost every improvement initiative runs as a project alongside BAU operations. The ability to manage scope, stakeholders, risks, and change — while keeping the lights on — is a core competency at every level from team lead upward.

Pillar Overview
14
Topics
5
Clusters
Rookie
Pro
Team Lead
Project Mgr
LEAD AND TRANSFORM

Drive change, not only run the daily work. Project work builds a visible record of impact.

Why this matters

Running the daily work keeps the operation steady; leading change is what gets you noticed. Project work — improvements, migrations, and new systems — is the fastest way to build a visible record of impact. This pillar shows you how to lead it well.

What you’ll be able to do
  • Scope a project so it actually delivers, instead of growing out of control.
  • Find the root cause of a problem and prove your fix worked.
  • Manage sponsors and steering groups so decisions get made.
Who this is for

Anyone leading an improvement or a project, from a first Kaizen to a full migration.

Cluster Guides

JULIAN'S PERSPECTIVE

The projects that land well in GBS almost always share two things: visible leadership backing and strong change management. When the sponsor actively champions the project, decisions get made fast, blockers get cleared, and the team has real authority to move. Pair that with solid change management — bringing people along before, during, and after go-live — and you dramatically reduce post-go-live disruption, even in complex migrations. These two reinforce each other: leadership backing gives change management its credibility, and change management turns leadership's vision into reality on the floor. Get both right early, and you set the project up for a smooth landing.

Full topic curriculum — individual subtopics by cluster

8.1 PM Fundamentals

Project vs. BAU: Defining the Boundary
Rookie
+

Every GBS team runs two tracks simultaneously — keeping operations running and delivering change.

  • Where BAU ends and a project begins determines how you request resources, set timelines, and justify investment.
  • Get this wrong and your initiative either stalls in approvals or runs without proper governance.
Read full guide
The Project Lifecycle: Initiation to Closure
Pro
+

GBS projects follow a five-stage lifecycle — initiation, planning, execution, monitoring, and closure. Each stage has specific deliverables and gate reviews that determine whether the project advances or pivots. Missing a gate review in a shared services context typically means you lose your sponsor's attention to competing priorities.

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RAID
RAID Logs: Managing Risks, Assumptions, Issues, Dependencies
Pro
+

A RAID log is your single source of truth for everything that could derail your GBS project.

  • Risks — things that might happen
  • Assumptions — things you bet will hold true
  • Issues — things already going wrong
  • Dependencies — things outside your control

Most failed GBS migrations had the warning signs sitting in an unread RAID log.

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Scope Management: Preventing Creep
Pro
+

Scope creep is how GBS projects die. A process migration starts with AP, then someone adds AR "since we're already moving finance," then T&E gets added "because it's small." Each addition looks reasonable in isolation but compounds into a timeline and budget that no longer matches the original business case.

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8.2 Execution Methodologies

Waterfall vs. Agile in a GBS Context
Pro
+

Most GBS transformations are hybrid — the trick is matching the method to the work:

  • A lift-and-shift migration is inherently waterfall.
  • Process redesign in a live SSC is inherently iterative.

Knowing when to apply each is more valuable than dogmatic commitment to either.

Read full guide
TPV
Scaled Agile (SAFe) Basics
Project Mgr
+

SAFe coordinates agile delivery across multiple teams — exactly what large GBS transformations need. Its three layers — team, program, and portfolio — map directly to how GBS organizations structure delivery. Understanding PI planning and ART ceremonies is increasingly expected at PM level in enterprise GBS environments.

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Work Breakdown Structure (WBS) and Estimation
Pro
+

A WBS decomposes a GBS project into manageable work packages that can be estimated, assigned, and tracked. The quality of your WBS directly determines the accuracy of your timeline and budget. The most common mistake: decomposing by department instead of by deliverable, which creates handoff gaps and accountability blind spots.

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8.3 Stakeholder and Value

RACI
RACI Matrix: Mapping Roles and Responsibilities
Pro
+

In GBS, process ownership crosses organizational boundaries — the person who executes a task often reports to a different leader than the person who approves the output. A RACI matrix makes these invisible accountability lines visible. Without one, you discover ownership gaps at the worst possible moment — during an audit or escalation.

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Benefits Realization: Tracking ROI Post-Project
Project Mgr
+

The business case gets the project funded. Benefits realization proves it was worth it. Most GBS transformations claim savings at sign-off that never materialize because nobody tracks actuals against the original business case. Building a benefits register at initiation — not closure — is the difference between a successful project and a political one.

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Managing Executive Sponsors and Steering Committees
Project Mgr
+

Your steering committee is not a status meeting — it is a decision forum. GBS project managers who treat it as a reporting exercise lose sponsor engagement within two sessions. Effective management means pre-aligning decisions before the meeting, presenting options with recommendations, and protecting sponsor time for what only they can decide.

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8.4 Change Management

Change Communication Strategies
Team Lead
+

In GBS transitions, the process change is the easy part — getting people to adopt the new way of working is the hard part.

  • Why are we changing? — answer once, clearly
  • What does it mean for me personally? — address directly, not generically
  • What do I need to do differently, starting when? — most programs never get here

Most change programs fail because they answer question one twenty times and never get to question three.

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Managing Cultural Resistance During Change
Team Lead
+

Cultural resistance in GBS is rarely about the process — it is about identity. Teams that defined themselves by deep expertise in a legacy system will resist automation that makes that expertise less relevant. The skill is recognizing that resistance is a signal of what people value, not a deficiency to overcome.

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8.5 SME Participation

BP
Balancing BAU with Project Work
Pro
+

Every GBS professional eventually faces the dual-mandate problem: deliver your operational KPIs while contributing to a transformation project that demands 30-40% of your time. The organizations that handle this well explicitly fund the backfill or reduce BAU targets. The ones that don't burn out their best people and wonder why project timelines slip.

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User Acceptance Testing (UAT) Best Practices
Pro
+

UAT is where theoretical process design meets operational reality.

  • Test with actual transaction volumes and real edge cases — not sanitized demo data
  • Run UAT with the people who will operate the process daily, not the project team
  • The biggest failure mode: testing the happy path while ignoring exception handling that consumes 40% of an analyst's day
Read full guide