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Beneva

Description

The Beneva Insurance Brand Integration and Transformation project was initiated after the merger of La Capitale and SSQ Insurance. The goal was to create a unified Beneva brand while consolidating operations and ensuring brand consistency across both companies. 




LeapUX was engaged to lead the integration, managing everything from brand identity to operational alignment, over a three-year period. This project required a strategic blend of change management, agile methodologies, and cross-functional collaboration to overcome resistance to change and operational differences between the two companies.

Project Goals

  • Brand Integration: Merge La Capitale and SSQ into a single cohesive Beneva brand across digital and physical platforms.

  • Operational Alignment: Align workflows, marketing strategies, and employee structures under the new Beneva identity.

  • Change Management: Facilitate a smooth transition for employees, fostering adoption of the new brand and processes through training and communication.

  • Market Expansion: Strengthen Beneva’s presence in Quebec and initiate growth into English-speaking markets.

Mastering Change Management for Lasting Success ?


Mastering change management is essential for organizations navigating the complexities of transformation. One of the primary challenges is resistance to change, where employees from merging companies may hesitate to adopt new brands and operational processes, often clinging to familiar routines.

Effective change management proactively addresses these issues through structured strategies and cross-functional collaboration. Successful change hinges on cross-functional collaboration and transparent communication. By encouraging teamwork and empowering change champions within teams, providing training and ongoing support, organizations can create a supportive environment for transition.

Activities

  • Agile Project Management: LeapUX used 4-week sprints, facilitating flexible execution and continuous stakeholder feedback. Tools like Jira and Scrum boards were utilized to manage tasks and timelines.


  • Change Management Framework: Early engagement with employees and structured communication strategies were critical to address resistance and ensure smooth operational transitions.

  • Brand Rollout Phases: The project began with incremental branding changes (logo updates, color schemes), followed by the full-scale brand integration across marketing channels and operational workflows.


  • Cross-Department Collaboration: Close collaboration with internal teams and external vendors ensured alignment between branding, IT, and marketing initiatives.

Outcomes

  • Successful Brand Integration: Beneva’s brand identity was successfully unified, with consistent messaging and visuals across all channels.


  • Market Expansion: The new brand strengthened Beneva’s presence in Quebec and facilitated expansion into English-speaking regions, increasing overall recognition.


  • High Employee Engagement: Through effective change management, employees embraced the new brand and operational changes, resulting in a successful internal transition.


  • Sustainable Growth: The integration provided Beneva with a solid foundation for future expansion and long-term success.

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