Eureka Case 30 min Undergrad

Ocho Pasos

You are Álvaro Goicoechea-Sandoval, 46, Director of Transformation at Banca Vasco-Levantina, a 8,400-employee Iberian retail bank. The Board approved a €280M core-banking + CRM replacement. You have to pick the change framework before next Monday's PMO kickoff.

The situation

BVL operates 612 branches across Spain and Portugal. The current core system is a 19-year-old Iberbanker mainframe; the CRM is a 2011 Siebel implementation that nobody fully owns. The transformation will replace both with a Temenos-based core and a Salesforce-FS CRM over 27 months — €280M capex, 14 PMO workstreams, an estimated 2,200 employees whose daily workflow will change materially, and 18 SLAs with retail counterparties that hold during the cut-over.

The CEO, Margarita Eizmendi-Ruiz, has given you one explicit instruction: "pick the change framework before the PMO starts, defend it once, and then don't change it." The board sponsor, Tomás Iribarren-Lazo, has another: "I don't want a methodology religion war in this firm." Three of your senior PMO leads each have a strong preference — Kotter, ADKAR, and Lewin — and the right answer depends less on which is correct than on which fits the texture of BVL's organisation and the specific shape of this transformation.

Your job in this case: walk through the three frameworks against BVL's organisational specifics, model the people-side risk-curve under each one, and commit to a primary framework (with an explicit overlay from the others). The PMO kickoff is in 6 days and your defence has to survive both Margarita's "pick once" rule and Tomás's "no religion war" rule.

The decision

Monday's PMO kickoff: which framework do you commit to?

  • A · Kotter-purist (8-step program architecture)
  • B · Kotter spine × ADKAR curriculum (with Lewin macro frame)
  • C · ADKAR-led (individual-journey framework)

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