Case Study

Transforming Financial Operations: Seamless Intranet Migration for Enhanced Collaboration

Introduction

In the heart of their mission to enhance organizational efficiency, a member-owned financial institution sought Convverge’s expertise. They envisioned a future where two separate intranets could be merged into a single, unified platform. This transformation aimed to streamline their operations and elevate the user experience with an intuitive global navigation system. The collaborative journey between Convverge and the client was a testament to the power of strategic technology solutions in achieving business goals.

Business Objectives

The financial institution’s leadership team was clear about their objectives. They wanted to create a centralized intranet environment that would unify their diverse divisions and optimize the user experience through a seamless navigation system. This new platform was expected to enhance daily operations and foster a more collaborative workplace culture.

Streamline and Centralize: Create a unified intranet environment.
Optimize User Experience: Implement an intuitive global navigation system.

Challenge

The path to achieving these objectives was fraught with challenges. The team had to migrate and merge two distinct SharePoint-based intranets, each with its own set of complexities. Designing a solution architecture that could house the migrated content effectively was crucial. Additionally, unifying various divisions under a cohesive navigation structure and developing a custom web part to visualize a centrally managed menu structure required meticulous planning and execution.

Migrating and Merging Intranets: Combining two distinct SharePoint-based systems.
Creating Solution Architecture: Developing a robust framework for migrated content.
Unifying Divisions: Ensuring a cohesive navigation structure.
Custom Navigation Solution: Designing and implementing a global navigation system.
Developing Web Parts: Visualizing a centrally managed menu structure.

Solutions

Convverge’s team rolled up their sleeves and got to work. Over the span of one month, they delivered a comprehensive intranet solution that addressed all the identified challenges. They implemented a new site architecture, including pages, libraries, and lists. Updates to the Most Valuable Features (MVF) home page were made, incorporating communication boards, quick links, and MVF-specific information. The team also managed the migration of document libraries from various organizational locations, configuring suitable content types and metadata to house corporate documents, policies, and procedures.

Comprehensive Solution: Delivered within one month.
Site Architecture Implementation: Included pages, libraries, and lists.
MVF Home Page Updates: Added communication boards, quick links, and specific information.
Document Library Migration: Configured content types and metadata for corporate documents.

Technology Used

To achieve these solutions, Convverge leveraged advanced technologies that ensured efficiency and reliability.

SharePoint Document Repository: For storing and accessing PDF documents.
Robotic Process Automation (RPA): Automated the flow of PDF documents to SharePoint.

Results

The rollout of the merged intranet was a resounding success. It became an indispensable part of daily operations across the organization, spanning the globe. By implementing this intranet solution, the financial institution empowered their employees with the necessary tools to foster collaborative teamwork. The new platform provided rich social functionality, creating a more productive and inspiring work environment. This transformation not only improved operational efficiency but also significantly contributed to increased employee retention.

Success KPIs

The success of the intranet migration project was measured through several key performance indicators (KPIs) that demonstrated the significant impact of the transformation:

Increased Adoption: Employees widely adopted the new intranet solution, integrating it into their daily workflows.
Improved Productivity and Efficiency: The streamlined document management process enhanced overall productivity and operational efficiency.
Enhanced Collaboration: The unified platform fostered greater teamwork and communication across the organization.
Reduced Operational Costs: The automation of document management processes led to significant cost savings.
Increased Employee Retention: The improved work environment contributed to higher employee satisfaction and retention rates.

Summary

In conclusion, Convverge’s strategic approach and technological expertise enabled the financial institution to achieve their goals of a streamlined and user-friendly intranet platform. This transformation underscores the importance of a well-executed technology solution in enhancing organizational efficiency and employee engagement. For organizations seeking to modernize their operations, Convverge stands ready to deliver tailored solutions that meet your unique needs. Book a consult today to explore how we can help you achieve your business objectives.