Case Study: The Co-operators achieves confident SPM transformation with OpenSymmetry

How The Co-operators gained confidence to solve any SPM challenge

The Co-operators, a leading Canadian insurance and financial services co-operative, needed to replace a legacy on-premise custom sales performance management (SPM) system that could no longer support their growing sales compensation needs. They turned to OpenSymmetry for SPM deployment and implementation support, seeking a partner with deep product and industry expertise, an unbiased approach, and a consistent team to help them plan and manage the transition.

OpenSymmetry began with a current-state assessment and future-state planning effort, then helped define operational processes, roles and responsibilities, RACI matrices, training needs, support documentation, and a go-forward support model. The team also configured and deployed incentive plans, processes, reports, and dashboards while providing training and knowledge transfer to build self-sufficiency. As a result, The Co-operators successfully deployed their new SPM technology with greater confidence, stronger support processes, and the ability to run and maintain the program independently, with OpenSymmetry still available for backup support.

The Co-Operators

Venkat Reddy

Senior Information Technology Manager