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Tuesday, June 12, 2012 10:30 AM  RssIcon

Jun 12
Author: Regina Antonio | (Formerly) Director, Marketing



Regina had over 15 years’ experience consulting and managing technical writing and documentation projects for large corporations before transitioning to writing sales proposals and marketing collateral. She joined Minacs in 2003 as Manager, Marketing Communications, a “catch-all” title for a role that involved various corporate marketing and sales support activities.
Over the years, Regina progressed to take on additional responsibilities and, in her role today as Director of Marketing, she continually takes on an ever-growing mandate to help the sales team achieve their goals, while driving new initiatives in social media, analyst relations, and public relations.

TRANSFORMING THE MARKETING FUNCTION FOR BUSINESS RESULTS
When India-based outsourcing services provider TransWorks acquired the Canadian BPO company, Minacs, in 2006, the union did not start out exactly like a match made in heaven. It was more like how an Indian co-worker described his own marriage: “We arranged first, and then love followed!”
Global delivery models require integrating core values and building trust between team members quickly
Global delivery models require integrating core values
In the Marketing and Communications department, our primary challenge included integrating teams that operated from three locations―Bangalore, Mumbai, and Toronto. They performed different functions―sales support, presales proposal coordination, internal communications, and collateral production.
During integration planning, we found that, while certain marketing processes had to be performed in close proximity to our internal (e.g., our sales teams) and external (e.g., media) customers, others were candidates for outsourcing (e.g., website maintenance) and/or performed more cost-effectively “offshore” (e.g., collateral production). While “virtualizing” our business model, we also had the mandate to strengthen our marketing services to support the company’s strategic and go to market plans with agility. To deliver the business results expected of us, we included additional services to our Marketing portfolio--research and advisory, social media, and analyst relations.


MERGING DIVERGENT CULTURES: START WITH UNDERSTANDING!
At the outset, each team followed its own processes, consulted with local subject matter experts, and worked with varying templates and technologies. There was plenty of early dissention, with each team respectfully deeming its way to be “tried and true”. It was clearly imperative for everybody to agree on a common “Minacs Way”.
While one team would try to obtain buy-in on methodology and process, others merely compromised and everyone was working up a “competitive” mentality. After months of lukewarm interactions, we realized that for real “win-win”, we had to set aside the merits of compromise and engage in true collaborative discussions.The first step was to develop an appreciation for and an understanding of each other as people.
So at one of our quarterly Marketing meets, we had everyone get on video conference to share insights on their lives outside of work. We shared photos of our families, pets, hobbies, etc. We also played a game that had everyone present two truths and one lie about him/her. The team had to guess at which of the three statements was the lie. This brought about such hilarity that when we had finished with all introductions, the first communication barriers had been broken.
As we worked together on different projects, we expressed our views more openly, learning to listen and understand the “other”. Now, we could focus on job goals rather than get sidetracked to defending rigid positions. Another key ice-breaker was to share our annual goal setting documents across Marketing functions during the annual budgeting exercise. This enabled us to understand each other’s plan and negotiate common goals that were incorporated into individual goals—across geographies and functions.

RE-ENGINEERING AFTER UNDERSTANDING: QUICKER TO BUSINESS AS USUAL!
Now was the right time in our integration journey to take a hard look at our processes, standards, templates, and methodologies―and to agree on a cohesive approach. Indeed, the more open and highly interactive discussions actually paved the way for greater value creation beneficial to the group as a whole. For example, our multi-location presales teams worked through several iterations to refine our approach to writing executive summaries so that the result was now more effective, and the job easier!
Similarly, corporate communications team members collaborated on a new approval process. Global communications created in one location are now reviewed by another for “language”, cultural/audience sensitivity, and to ensure that key company messages are adequately conveyed.

FOLLOW THE SUN: SEAMLESS GLOBAL DELIVERY AND HIGH QUALITY!
With operational integration and cross-functional effectiveness as key drivers, we had to simultaneously implement a global delivery model within Marketing. This allowed us to provide certain shared services globally (e.g., research and advisory, creative/Web design, corporate communications, etc.), while ensuring all our users were aware of and comfortable about leveraging our services, irrespective of which geography performed the work.
The majority of our internal clients are based in North America, but most of our shared services originate from India. Initially, projects with aggressive deadlines were assigned to the Toronto team to service local requests for “same time zone delivery” with agility, but before long, that small team needed to rope in global resources, especially with the addition of several new cutting edge marketing services including social networking and engagement.
Our India teams start later so that their work day overlaps with the Toronto team’s by about three hours. By having the two geographies “tag team” on projects, work can progress pretty much continuously around the clock. And to improve skills across the board, we instituted peer-to-peer reviews and training sessions. Apart from knowledge sharing, it was important to also “market” Marketing—sharing our “wins” with key internal customers to help assuage some initial unease with global delivery.
Our true gains really emerged from how we seamlessly “expert sourced” specialist skills from two ends of the world and efficiently integrated the output to best-in-class standards. For example, on certain deliverables, by combining the technical writing and editing capabilities we had in Toronto with some valuable BPO operations and marketing experience in India.

VALUE PARTNERING: BUSINESS TRANSFORMATION BUILT ON TRUST!
By investing the time and effort to build rapport first and by implementing our global delivery model, everyone learned to leverage available skills and to collaborate intensively to achieve our goals.
As in any business transformation, we hit some obstacles along the way. But our ability to find solutions as a team despite our physical distances underlines why our team succeeds as value partners to the business. The early mindset of seeking understanding has fostered collaboration without compromise to our values, and helped us reach for stretch goals consistently. No wonder then that the Marketing team recently took away the company’s Core Values award for “Seamlessness”!


Do you have experience being part of a global team? If so, what worked well in terms of integrating the teams? What were some of the pitfalls? Let us know. Leave a comment.

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By Hitesh Dixit on  
Wednesday, June 13, 2012 5:54 PM

Hi Regina

Very well-written post, congratulations! Yes, making these cross-border integrations work can be very unnerving and challenging indeed; and finally when it begins to work seamlessly - the same troubles look so simple and probably even strange! Look forward to more such insights from you!

Thks for sharing
Hitesh.

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By Regina Antonio on  
Wednesday, June 13, 2012 6:04 PM

Thanks, Hitesh. Although it took us some time to get to where we are, I don’t know if we would’ve done things differently. Through the trials, the errors, and the victories, we grew not only as professionals but as individuals as well

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By Joy MacNeish on  
Wednesday, June 13, 2012 6:07 PM

Wonderful article you put together! I can see that with all of your experience you have captured the most revealing points on how to make an integration look effortless although we all know that your participation and insight was key!

Thanks for all you do!

Joy

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By Regina Antonio on  
Friday, June 15, 2012 6:10 PM

“Appreciation accepted! J Joy, thanks for your support.”

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By Mukesh(Mike) Kapadia on  
Wednesday, June 13, 2012 6:13 PM

Hi Regina,

WOW! Excellent way of explaining such a huge project in your short blog. Trust and Transformation, the title, explains it all. Congratulations, to all involved in bringing forth the new processes and setting up the way, to move forward. Regina, I enjoyed reading your style of writing.

Keep up the good work, God Bless,

Mukesh

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By Regina Antonio on  
Thursday, June 14, 2012 6:17 PM

Glad you stopped by, Mukesh. Thank you for the great comment.

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By Annette Heenan on  
Wednesday, June 13, 2012 6:23 PM

Congrats Regina – and thanks so much for sharing your experience – you always manage to make me smile/chuckle with your accounts of your experiences. You are an engaging and wonderful writer. I especially loved the quote “We arranged first, and then love followed!”. Summarizes your blog to the T.

Hope to read more
AH

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By Regina Antonio on  
Friday, June 15, 2012 6:27 PM

“Annette, thanks for the sweet comment! J There was really so much more to our integration journey – for example, I travelled to India to work with the team face to face. That went a long way in widening our understanding of each other and deepening relationships.”

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By Steve B on  
Thursday, June 14, 2012 6:33 PM

"understand each other’s plan and negotiate common goals that were incorporated into individual goals—across geographies and functions."

This is such a great point. When teams start to tackle the same goals and then break those team goals down into individual goals - it is a lot easier to make progress and have everyone feel and see their contributions to the big picture.

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By Regina Antonio on  
Friday, June 15, 2012 6:37 PM

“Indeed! By adopting this model, we have empowered our team members. Now that the big goals drive our individual goals, each team member feels a part of something even larger than our individual and team functions.”

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By Fawn F on  
Sunday, June 17, 2012 6:39 PM

Great job Regina! I find it so interesting, but so understandable, that building personal rapport was really the beginning to working as a team. It's wonderful that even in a global company you can have such personal connections with your co-workers.

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By Regina Antonio on  
Monday, June 18, 2012 6:40 PM

Thanks for posting your comment, Fawn. Yes, personal relationships are key. A new, fascinating book, “Likeonomics” by Rohit Bhargava, gives great insight that as companies’ differentiators from their competitors get narrower, clients will choose to do business with people with whom they have personal connections. Simply put, people prefer to work with people they like. Within a team environment, I think relationships spell out the real difference why people work harder at some jobs than others.

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By Terryl on  
Tuesday, June 19, 2012 6:41 PM

What a wonderfully written blog! While I'm not involved with your industry nor the ramifications of integrating off shore personnel, I'm only too familiar with the importance of team work and respecting each others point of view regardless of industry or culture. Your rendition of unfolding events in your company in the integration process was so well explained and made for an interesting read. I particularly commend the approach of first developing an appreciation and understanding of each other as people first, how pitvotal before any resolution is attained! Well done!

Terryl

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By Rohit Bhargava on  
Wednesday, June 20, 2012 6:42 PM

Regina,
Thanks so much for referencing Likeonomics and for this great post. Congratulations on all your efforts and thanks for taking us inside all the aspects of building trust internally and how important personal connections have been along that journey. It was an interesting read!

Rohit

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By Regina Antonio on  
Thursday, June 21, 2012 6:43 PM

Rohit, I’m stoked to see your comment! It took a big leap of faith in the beginning, but we managed to work things out over time.

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By Intia on  
Wednesday, June 20, 2012 6:44 PM

Wow!!!! This is so well put together. Congratulations!!!!!!!! I Loved the pic depicting the integration journey, merging of divergent cultures. So apt. I loved how the ice breaker game helped the staff globally know each other making you now a dynamic team that is working towards one goal rather against each other. This should be the core value
any company should go by. Everything else falls in place then. It is a really difficult task when 3-4 departments have to work together in one given location what more when it is done across continents.

Well done and thanks for sharing.
Intia

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By Regina Antonio on  
Thursday, June 21, 2012 6:45 PM

Thanks for posting a comment, Intia. We never take for granted what we’ve been able to accomplish. I still marvel at times how we can be so close when we are physically so far apart

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By Heather on  
Wednesday, June 20, 2012 6:46 PM

A great article Regina,

Virtual teams are always difficult to manage, and it's so easy for it to become an us vs them environment. I love your recognition that we are all people and that when you can get everyone to relate on that level instead of "business" the business starts to take care of itself.

And your ice breaker ideas are great. Thanks for sharing.

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By Regina Antonio on  
Thursday, June 21, 2012 6:47 PM

Thanks for your comment, Heather. The ice breaker was so fun … the trick was to present the most outrageous truths so that the truths were actually stranger than the lie!

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By Alice Holmes on  
Wednesday, June 20, 2012 6:48 PM

Regina, great blog. As I also work for a global company, your suggestions to incorporate various cultures into one team effort are insightful. I especially liked your idea for the truth and lies game. very fun, and like you said, it broke the ice. Sharing photos and stories of family life is also a way to get to know one another. So true that most people want to do business and work with someone they like. excellent writing.

Alice

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By Jayshree Varma on  
Thursday, June 21, 2012 6:49 PM

Regina,

Integrating operations across geographies is a challenge for most companies. Your blog gives a beautiful insight into what it takes to make operations seamless across geographies. It mentions the typical challenges, and highlights the need for team-members to first understand each other as people. Great teams are formed when people have a good rapport with each other. The standardisation of processes comes next.
There are several takeways from your blog that other organisations can use for integrating their own global teams.
Excellent blog Regina!
You have put things across so honestly! it is refreshing to read. I look forward to more blogs from you.

Cheers
Jayshree

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By David Livingway on  
Thursday, June 21, 2012 6:50 PM

Regina, your insight is perfectly detailed and only you could frame it up so well. You have such tenure in our organization and we all value your perspective and experiences.

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