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Transformation at PGB Pension Services: towards customer-focused and agile, part 4

A new organisation, the muscles, and leaders with a sense of ownership

Ronald Heijn, Harold Clijsen and Monique Schut in conversation with Adriaan Vermeulen about the transformation of PGB Pension Services getting ready for the new pension world.

In four parts, I would like to take you through the extraordinary change journey of the past 3 years, which PGB Pension Services has gone through together with Noviter to become more customer-oriented and agile. Today part 2:

Need new muscles and an adapted structure

From the very beginning of the transformation, Ronald and Harold knew that the structural question also had to be answered at some point: 'What does our organizational structure look like if we are maximally customer-oriented?' “The governance must match what you want to achieve,” Ronald explains. “By this I mean that the new customer and proposition responsibilities are clearly assigned to the functions at administrative and management level. But also that new forms of consultation ensure that the dialogue about customer experience and customer value is permanent. Finally, new information flows will also start to feed decision-making. Think of customer signals and customer KPIs.”

“We had to discover the optimal new design,” Harold adds. “By sharpening our strategy, making our management agile, becoming aware of our behavior and improving employees' knowledge of customer-oriented thinking (CX), we learn a lot about what works best.”

“At the same time, in 2021 we started an in-depth analysis and design of the future Pension Management processes - in the context of a new system solution. A little later we did a similar redesign of the process and organizational design of Balance Sheet Management. We call these the Target Operating Models of the two organizational units, or TOMs.”

“With all this information and experiences,” Harold continues, “at the end of 2021 we were able to start thinking about a future organizational design for the entire PGB Pension Services. We were looking for a kind of blueprint in which we had an overview of all the important business functions and their collaboration for the entire organization. Adriaan calls this the muscles of the organization.”

Adriaan laughing: “Exactly. Just as a marathon runner develops different muscles than a 100m sprinter, organizations that adapt their goals will have to take a critical look at the core processes and skills required to be successful. On the one hand, this means investing in new business functions, but also phasing out or saying goodbye to parts that have become redundant. To discover this, we started designing with the management and a number of key figures.”

What is the blueprint clearly emerged was that PHP pension services more customer-focused, wants to be, it's really good to be on the two in front of her, a relative new area: the first one is called the " market klantinzicht’. The second propositiemanagement’. Kristin says: “With the market, and klantinzicht, " we mean the analysis, understanding, and ask to communicate to the market, potential employers and social partners, on the one hand. And, on the other hand, in the analysis and understanding of the deelnemersbehoeften, to communicate with them, and they operate for the benefit of an optimal customer experience. The ‘muscle propositiemanagement to create a central place in the organization (a) the strategy of the fund, and (b) the request of the employers, the social partners and participants, and (c) is the unique mix of balance sheet management and pension fund management and the logical connection is made. In fact, we think the service and the products we offer meet the needs of the participants and the employer.”

“It's not that we didn't do this kind of activity before,” Ronald and Harold add, “but we did it ad hoc, or with the help of a project, or we decided on it through an extra strategy meeting. Due to the changing pension world, we as a pension provider must act more enterprisingly together with our pension fund and be able to develop these types of activities faster and with more expertise.”

From paper to practice…

“With the 'blueprint for a customer-oriented organization', we have a strategic elaboration of the most important processes and business functions for the future. However, it is not an 'Ikea ​​construction drawing' that indicates exactly which screw goes where,” says Adriaan. “Each department and every employee can decide how they contribute to the whole, but how this is completed and organized in a customer-oriented manner is up to them.”

At the beginning of 2022, a guiding coalition was formed, beautifully baptized by Martijn 'the KIWIs', to deepen the blueprint. KIWI stands for Customer-oriented, Innovative, Agile and In-connected. This group consisted of managers of existing departments or quartermasters of departments yet to be established. The assignment for both was to further develop or refine their specific processes and teams in their Target Operating Models so that the strategy of the customer-oriented organization and the blueprint could be put into practice.

Harold: “We consciously opted for this decentralized approach. We wanted to get managers and employees to think about their future design as quickly as possible. That gave ownership. The disadvantage was that this was difficult to coordinate.” Adriaan: “Each team interprets a strategy or policy choice slightly differently, uses different timelines and faces its own specific obstacles. In order to remain connected, the KIWIs met monthly to agree on their effects and choices. This also revealed the dependencies between departments in a chain. During a specially designed 'contracting day' we further visualized these dependencies. People from different departments engaged in 'speed dating' in short consultations to discover improvements and 'contract' with each other on the actions that need to be carried out.

In this way, over the course of 2022, the role of each manager increased in realizing the desired change. And they do this in and with their teams, where regular tasks are also carried out simultaneously. “That is actually the essence of what I like to call an adaptive organization,” Adriaan notes. “Every team is continuously working on the one hand to perform for today and on the other hand to improve for tomorrow in order to remain relevant for the customer and the environment. If that goes well, you can let go as a temporary change manager, with a little pain in the heart but with a lot of satisfaction.”

“Now, at the beginning of 2023,” Harold looks back, “many parts of the strategy and blueprint have been implemented. At the same time, new challenges arise.

 Ronald: “It now concerns, among other things, the proper implementation of processes such as stakeholder management with social partners or the proper implementation of customer journeys with choice guidance for participants. Sufficient ambition, and in the meantime we will not hesitate to go public and present ourselves with pride.”

Harold: “We often ask ourselves the question: are we now the agile, customer-oriented organization, or not yet? We work with a multi-year roadmap in which we evaluate, refine and supplement our course every quarter. So it's never finished and it gets better every time, that's the great thing. Our conclusion is: We are becoming increasingly agile and customer-oriented, precisely by being this every day!”

Read more

The 5 competences of an Adaptive organisation

Transformation at PGB Pension Services: towards customer-focused and agile, part 1

Transformation at PGB Pension Services: towards customer-focused and agile, part 2

Transformation at PGB Pension Services: towards customer-focused and agile, part 3