Designing systematic adoption programs for complex enterprise systems

The Challenge

After building Wells Fargo's comprehensive enterprise baseline system (348 icons, 200 components, 250 screens), the critical challenge became organizational adoption. How do you get 100+ content creators across multiple teams to successfully adopt complex new systems, workflows, and taxonomies while maintaining quality and efficiency?

Key Problems:

• Complex system complexity → 8-level taxonomy with intricate classification rules
• Scattered team knowledge → Inconsistent understanding of baseline components and processes
• Adoption resistance → Teams comfortable with existing ad-hoc workflows
• Training scalability → Need to onboard new team members efficiently while supporting existing staff
• Quality maintenance → Ensuring consistent implementation across diverse product teams

My Process Design & Change Management Approach

I designed a comprehensive training and adoption program that transformed how teams learned, implemented, and scaled the new baseline systems across the organization.

Phase 1: Learning Architecture Design

Created systematic curriculum that breaks down complexity

Cognitive Load Management

• Chunked complex taxonomy into digestible learning modules
• Sequenced information from basic concepts to advanced implementation
• Progressive disclosure of system complexity as users gained confidence

Learning Path Design