Seeing the Unseen

Mapping the “Soft Risks” in Core System Implementations

When organizations implement core systems, such as ERP or CRM, they invest heavily in mapping technical and budgetary risks. But after working with hundreds of change initiatives, we’ve learned something crucial: it’s often the “soft” risks-the human and organizational ones—that ultimately determine success or failure.

Over the past 35 years, through hands-on work in hundreds of change projects, we realized that something critical was missing: a professional tool for identifying and addressing the “organizational winds” — those hidden forces that quietly shape the success or failure of change. In response to this need, we developed a unique model for mapping soft risks. Unlike traditional approaches based on surveys and questionnaires, our model combines in-depth interviews, analysis across five zones of influence, quantitative processing of findings, and, most importantly, translating insights into practical, customized action plans. This method enables us to uncover what typically remains beneath the surface — and to address it effectively.

How do you spot “organizational winds”?

In our experience, the key to success lies in identifying the underlying organizational dynamics early on — before they surface and impact the project. To achieve this, we categorize all organizational risks — both visible and hidden — into five core areas. This framework provides a structured approach to mapping the full spectrum of forces that can influence the project, from beneath the surface to the front lines.

Let’s walk through them:

Culture & Values – This is the deepest layer — the unspoken rules, ingrained behaviors, and organizational memory that shape daily life. In one leading company, we found that so-called “weak” mid-level managers wielded significant influence through informal networks. By tapping into this hidden power, they became powerful agents of change.

Politics & Power Dynamics. Here, we uncover the real influence map: Who makes decisions? How do power relations play out between departments? Where are the centers of resistance hiding? Accurate mapping in this arena once helped us turn an entire finance division from a barrier into a driver of change.

Worth noting: sometimes the key influencers are a single person, a small team, or an entire unit. And quite often, they’re not at the top, but at the bottom of the organizational pyramid.

Processes & Structure Organizational dynamics are also reflected in processes and structure. This is where we uncover the gap between theory and practice. How does information flow across the organization? Where are formal procedures being bypassed — and why? What are the weak points in internal communication?

In one large financial organization, we uncovered an entire ecosystem of creative workarounds developed by employees. Instead of dismissing them, we incorporated these solutions into the new system and leveraged them as a means of innovation.

Project Arena

Here we zoom in on the project’s internal dynamics. Is there a clear definition of who’s responsible for what, and is that clarity shared among all stakeholders? How are decisions made? Is a sense of team spirit being maintained throughout the process?

In one complex project, IT took full responsibility while business leaders remained passive critics. By creating a well-defined IT-business partnership model, we completely shifted the dynamic from disconnection to collaboration.

Management Arena

We assess leaders’ ability and willingness to lead change. What styles dominate? How are messages communicated? How are managers perceived on the ground? These insights directly inform how we support and equip managers through the change journey.

From Insight to Action

The real value of soft risk mapping lies in its ability to turn insights into practical action. Each insight is translated into a concrete, tailored action plan that fits the organization’s unique reality.

Early-stage mapping at one large industrial company revealed an “organizational trauma” stemming from a previous project failure. Instead of brushing it aside, we built a rollout process that included “pause and reflect” checkpoints at every critical stage, with complete transparency around challenges and successes. The result? Remarkable: not only did we achieve a 92% adoption rate for the new system, but we also rebuilt trust between leadership and employees.

Looking Ahead

The success of a tech-driven change project isn’t just about technology and budget. It’s about your ability to detect, decode, and manage the hidden forces driving your organization.

Soft risk mapping is more than just a management tool — it’s a way of seeing what usually goes unnoticed, and turning it from a threat into an opportunity.

In a world where 70% of digital transformation projects fail due to “soft” issues, the ability to surface and manage these risks early is not a luxury — it’s a necessity.

The results speak for themselves:🚀 Faster return to full productivity📈 Higher adoption rates🤝 Stronger trust and commitment across the organization.

The Three-Exposure Model for Change Management

In the world of information systems implementation, one of the greatest challenges is creating genuine user readiness for the new system. Based on our experience supporting over 1,000 IT projects, we developed a unique model built around three critical touchpoints with end users — the Three-Exposure Model.

Why three exposures?

The model is based on the insight that user adaptation to a new system requires several “touches” at different stages of the project. Each exposure serves a distinct purpose in building readiness, trust, and engagement.

First exposure: Building understanding and motivation

The first exposure focuses on three main goals:

  • Understanding the business rationale behind the change
  • Creating initial motivation to engage in the process
  • Building a positive reputation for the project

At this stage, we present users with the big picture — the business drivers for the change and the expected benefits, both at the individual and organizational levels.

Second exposure: Encountering the new reality

The second exposure includes:

  • In-depth familiarity with the new processes
  • Identifying opportunities and gaps from the users’ perspective
  • Initial hands-on experience with the system

This is the stage where users begin to truly “touch” the change — understanding how it will affect their day-to-day work, and raising practical concerns and questions.

Third exposure: Preparing for go-live

The third exposure focuses on:

  • Preparing for potential scenarios and failure cases
  • Familiarity with the support and guidance framework
  • Aligning expectations ahead of go-live

The goal at this stage is to build user confidence — ensuring they know how to operate in different situations and feel fully supported during the transition period.

The key to success: mitigation, timing, and continuity

The success of the model depends on two core factors:

  1. Precise timing of each exposure in alignment with the project phases
  2. Maintaining continuity and coherence between exposures

It is important to note that between exposures, complementary activities take place, such as management workshops, change agent training, and internal communication initiatives.

Proven results in the field

Implementing the model across dozens of organizations has led to impressive results:

  • Faster return to full productivity
  • High system adoption rates within the first month
  • High user satisfaction with both the change and the implementation process

In conclusion

The Three-Exposure Model provides a structured framework for implementing complex change while addressing both the psychological and practical needs of users. It enables a gradual build-up of readiness and commitment and serves as a core tool in the toolkit of successful change management.

Who fakes change management?

CEOs, stop and read this – it can happen right under your nose … Many times, we encounter a situation in which the CEO is sure that the “change management “process is taking place by the book, but in practice there is none happening …. There is insufficient planning, lack of cooperation from the senior stakeholders, no risk management, no experts help … The reason is simple. Managers have a high ability to improvise, to find creative solutions and to invest efforts in order to fix problem. Often, they lack management skills: to harness participants, to share decisions, communicate massages from senior management, to train and guide. We asked ourselves: Is it easier to put out fires than to make a change? The answer is probably yes. That is why we say that managing change is easy to talk about, difficult to implement.

The five most important practices for achieving organizational change

Experiential train through varied and unexpected and experiential methods Repetition – repeat the vision and the changes that are expected each time through a different channel Consistent- guide the managers to a uniform and clarify message Buy in- Give positive reinforcement by defining the functionality of the change for each employee Connection – adapt all organizational systems to the change – recruitment and absorption, assessment and feedback, communication, control, training and research

The CEO Trap

The first words spoken by the CEO at a kick-off meeting are the key sentence that we get almost every time we begin a change process: “The present situation it is impossible, everyone understands this. There won’t be no issue with adapting to the change here”. This sentence includes two contradictions and if we do not know how to identify them, we encounter barriers to the change, exposed and unprepared: First, the difficulties of adapting to change are often emotional. Therefore, a “logical” solution will not adequately address most situations. Second, it appears that even when there is agreement as to the disadvantages of the existing situation, there is no agreement on the right solution Everyone has an idea or a different way of thinking as to what is the right change. How do you manage this confusing situation? Most importantly, do not fall into the trap of “everyone wants change.” Plan a gradual and structured change, and especially – share all stakeholders in all relevant decision crossroads! The agreements will divert from dissatisfaction to creating a joint solution

An unknown fact about change management

Organizations today take change management seriously. The organization does its best to monitor, preserve and plan … But the “jewel in the crown” – the project team is neglected while planning the change. Ironically, it is precisely this population that needs to receive the “best cut” of the change management!

Think that there the change will go smoothly? Our experience shows that the connection between people of different professions, organizations with different cultures, conflicting loyalties and a different work culture create a Tower of Babel. Foreign languages, conflicts, people who are used to acting in a certain way, and it is clear to them that it is the right way … and this is true of all of us…

The project team is the leading family: the best people in the organization and the partners you have chosen who start with a lot of motivation, and down the road we see them exhausted, no energy and nurture negative feelings about the organization. “My quality of life has gone down since I

You want the project to run smoothly and not get mired in irrelevant details? Do not ignore the project’s leads.

A. Before setting out, bring in the organization’s staff for a professional workshop to coordinate expectations, define the “project language” and build a mechanism for managing the projects we know we will run in to … Be prepared – this workshop will have to be repeated at least once more.  

B. provide team leaders with tools to run businesslike meetings, to follow up on decisions made at the meetings and create a team atmosphere. You may be surprised to know that this is not a given. Not every professional has these important tools in his toolkit.

C. Invest in building team spirit. We know that at some stage the huge investment of team members creates bitterness and exhaustion. Do not let that happen!! create experiential surprises, happy hour, social gatherings. Do not underestimate this. The team will understand that they are going to battle covered by Iron Dome – a team that protects each other.

D. Take care of all the cards that are close to the vest – do not let conflicts of interests and territorial battles take over the project. Face them head on and take care of them! Sometimes emotions are very difficult, and you need professional help, do not hesitate – these conflicts do not evaporate if you do not treat them …

E. Recognition! Recognition! Recognition! As much as possible and even that won’t not be enough. Show your appreciation to the team, to direct and indirect managers, to the entire organization

Remember the situations in which we connect different families in one event. It’s not simple at all …

What is the difference between internal marketing and change management?

A common mistake is to focus on an internal communication program instead of change management Imagine a world in which we are told how important it is to eat healthy, be patient and exercise, and we all just do it. Sounds unreasonable, right? So why when it comes to change management are there those who think that communication and explanation are enough??!! A quality program for change management should enable employees to adopt the vision, including a new approach, new processes and … new behaviors. Do not be naive and think that this can be changed just by communication … Add the following to the change management program: Administrative actions: harnessing to a new vision and approach, monitoring and control, example and handling exceptions Professional training of the new work processes by internal and external content experts Peer support by change agents in a formal and informal manner Need to adopt Managerial leadership Professional training Peer support Internal marketing

Vision and approach + + + +

Work processes + + + +

New behaviors + + + +

Remember, if you could make changes based on marketing we would magically become happy parents to perfect children, healthy in mind and body.

Creating a Change Agents group – a good idea, bad execution

Why doesn’t this work?

The challenge begins with choosing the change agents. Usually those who are available are less suitable and those who are suitable are very busy.

Why does this happen? Fear of confrontations, pessimism about finding a solution to the issues of availability and a desire to “connect” more employees to the change.

To solve the availability vs suitability dilemma, we divide the change agent group into two.

* Agents of change before the training stage – we will take people with a verbal ability, good employee connections, the ability to lead and openness to change

* Agents of change for the training stage and after the changeover from the project to routine – we will take those with technological capabilities, training skills, organized and capable of resolving conflicts.

Each group is suited to the needs of the project and will therefore provide the most appropriate response at the right time

To get the criteria A list for choosing the best change agents, please contact us

The three reasons why managers fail to lead change

  1. Managers who are cocky and arrogant – they think they know everything, there is no process of introspection, do not develop additional methods and are satisfied with the existing system

  2. In order to build a plan to lead the change, we have to stop our day-to-day routine and step out of the current situation. A lot of managers are “drowning” in the day-today and find it difficult to pause for breath

  3. Many managers believe with all their might that the fact that the organization is a hierarchy will cause people to follow the change guidelines Reality only hits us when faced with it head-on. Get ready, equip yourself with the tools to create a change management plan. You know the change will come much sooner than you anticipate.

CEO’s & Change Management – ZOOM IN ZOOM OUT

When you stand at the summit of the mountain and look down, all the details seem small and insignificant, but when you get nearer you get a different picture. It is larger and more detailed.

The senior management position gives the feeling that the change is short-lived, easy and quite like what is in place now. They are not sufficiently aware of the implications of the change.

CEO’s invest most of their time making decisions about change and they leave the leadership to the lower levels. The organization interprets this as ignoring the change and that it is not a priority of the CEO.

Dear CEO, this was your decision – now it is time to focus on the details. There are a lot of small decisions that require your attention!