transforming a sharepoint intranet in 5 days with customisations

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How to grow the Intranet through delivering business value LJ Hooker Case Study with WebVine CASE STUDY LJ HOOKER How to succeed with SharePoint through delivering business value

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This presentation was given at ShareThePoint Conference in Sydney by Marcus Dervin, Director of WebVine. It’s not a technical session, and you don’t have to be a SharePoint developer to look at this. However it’s very likely to be of interest to a broad range of people, developers included. The title, to transform the LJ Hooker intranet in 5 days is a little inaccurate, what it should really say, if I could have fit it in, is transforming LJ Hooker’s Intranet by creating code-free applications that take only 5 days to build. I believe, that the absolute gold in SharePoint, what will indeed tranform an organisation, is not the newly branded site (although that does help), it’s not the massive document management project, or enterprise search, it’s what I’m going to demonstrate to you in this presentation. It’s addressing the core needs of the business, at the coalface, at the department level. Where a lot of people’s time is spent doing daily grind tasks. Where you are sweating away and thinking – there must be a better way. There is a better way, and we are already a lot more efficient in our private lives. If we want to share information with our family and friends, there is a multitude of ways to do this – easily. Facebook, dropbox, pinterest, and many other options. And then we come to work. And we work out of email and a share drive that were invented almost 40 years ago. (I wrote an article about this - http://www.smh.com.au/it-pro/business-it/why-going-to-work-is-like-going-back-in-time-20120425-1xkfu.html. ) This presentation is a showcase of what WebVine has delivered for Australia's leading Real Estate Franchise LJ Hooker. WebVine built specific code-free applications for many departments, just taking on average 5 days per build. These applications transformed how these teams worked, together, and with the rest of the business.

TRANSCRIPT

Page 1: Transforming a SharePoint Intranet in 5 days with customisations

How to grow the Intranet through delivering business value

LJ Hooker Case Study with WebVineCASE STUDYLJ HOOKER

How to succeed with SharePoint through delivering business value

Page 2: Transforming a SharePoint Intranet in 5 days with customisations

• Operating since 1928 

• 7,000 staff in 650 offices across Australasia

• Sold over $15 billion in real estate in the last

financial year

• Manages $60 billion of property  

• LJ Hooker is the only real estate franchise to offer its

own brand of home loan finance.

About LJ Hooker

Page 3: Transforming a SharePoint Intranet in 5 days with customisations

• LJH invested in SharePoint 2010

• They hired a SharePoint developer

• He built an extranet, an intranet & some custom

applications

• However, there was very little take-up

• Staff were disillusioned with SharePoint

• LJH then called WebVine

How SharePoint began..

Page 4: Transforming a SharePoint Intranet in 5 days with customisations

• Assessed the situation and made recommendations

• Created a high-level intranet strategy

• Solved major problems with the extranet (it was very

slow for starters)

• Redesigned the intranet

WebVine jumped in

and:

Page 5: Transforming a SharePoint Intranet in 5 days with customisations

The Redesigned

Intranet

Page 6: Transforming a SharePoint Intranet in 5 days with customisations

Typically SharePoint has

served its purpose in most

organisations right about

now.

But WebVine and LJ Hooker

had different ideas...

What next?

Page 7: Transforming a SharePoint Intranet in 5 days with customisations

• Enable staff to work more

quickly, efficiently, and

productively than ever

before

• Reduce the daily grind

tasks

We decided to:

• Reduce the volume of emails that need to be

sent

• Automate tasks where possible

Page 8: Transforming a SharePoint Intranet in 5 days with customisations

• Start with 1

problem

• 10 days maximum

effort

• Get the win

• Move to the next

one

We wanted quick wins

Page 9: Transforming a SharePoint Intranet in 5 days with customisations

• Team managed 180+ Brokers across Australia

• They had a folder for every broker in the share drive

• They had lots of excel documents – compliance

register, reports etc across all brokers

• No system for recording what communication

happened with the LJH broker network

• Majority of Processes were manual

• It was slow, tedious, repetitive work

Win 1: Home Loans Team

Page 10: Transforming a SharePoint Intranet in 5 days with customisations

Now they just search for a broker

Page 11: Transforming a SharePoint Intranet in 5 days with customisations

Everything about the

broker appears

Personal Details data is from another

database

Page 12: Transforming a SharePoint Intranet in 5 days with customisations

Quickly add a comment so the

team is kept informed

Emails, attachments,

files auto-appear here

Page 13: Transforming a SharePoint Intranet in 5 days with customisations

Easily generate numerous reports as

needed

Page 14: Transforming a SharePoint Intranet in 5 days with customisations

“All of our broker specific information was captured throughout numerous spreadsheets which was both time consuming to manage

and involved a lot of double data entry.

SharePoint now enables us to capture all this in one place which is a much more efficient and secure process. In short – it rocks!”

Michael Smith, Business & Compliance Manager

Win 1: What did they think?

Page 15: Transforming a SharePoint Intranet in 5 days with customisations

• 30 + team members in IT

• Geographic spread across AUS & NZ

• Wealth of knowledge across the team not

documented

• If someone left.... they took their knowledge with

them

Win 2: IT Knowledge Base

Page 16: Transforming a SharePoint Intranet in 5 days with customisations

With just 2 days effort we ran a workshop and

created a tailored knowledge base

Tag an article so it

can be easily

found later

Page 17: Transforming a SharePoint Intranet in 5 days with customisations

Once approved,

posts can be Searched or

accessed directly eg ‘Microsoft Outlook’

posts

Page 18: Transforming a SharePoint Intranet in 5 days with customisations

• There was no directory for Vendors or Partners

• People called the contacts they knew, even if it was

to a non-preferred vendor

• LJ Hooker were unable to attract new partners

• The Corporate Partners Team were feeling lost

Win 3: Vendors and Partner

Program

Page 19: Transforming a SharePoint Intranet in 5 days with customisations

Partners Program:Quick search partners

Now people search for a vendor or

partner here

Page 20: Transforming a SharePoint Intranet in 5 days with customisations

Having clicked on ‘A’, just click the vendor

Page 21: Transforming a SharePoint Intranet in 5 days with customisations

Contacts are only

displayed to people with permissions to see them

Page 22: Transforming a SharePoint Intranet in 5 days with customisations

Didn’t like the vendor? Leave a

comment for others to see

Offers are displayed

from Partners

Page 23: Transforming a SharePoint Intranet in 5 days with customisations

Offers display on

the Intranet

Page 24: Transforming a SharePoint Intranet in 5 days with customisations

And on the extranet to 7000 Franchise Staff

Page 25: Transforming a SharePoint Intranet in 5 days with customisations

10 new partners signed up in the first month

Just 6 days to build this tool

“The new LJ Hooker Partnership Register has allowed us to reignite a Partnership Portal that was lying dormant.

This has allowed us to promote the offering which has resulted in more Partners coming on board. It has also enhanced our relationships with

these partners, making them more dynamic and closer.”

Rod Fitzgerald, Corporate Partnerships and Events Specialist

The result

Page 26: Transforming a SharePoint Intranet in 5 days with customisations

• The team run a course for new staff each month

• Targets are set for each staff member eg 3 sales a

week

• The staff emailed in their results every week for 12

weeks

• The team entered results in spreadsheets and created

reports

• This all took 2.5 days a week!

And now.....

Win 4: Training Courses

Page 27: Transforming a SharePoint Intranet in 5 days with customisations

Now this attendee is about to enter their figures for week 12

They have entered figures for all

previous weeks

Page 28: Transforming a SharePoint Intranet in 5 days with customisations

How easy is that?

Page 29: Transforming a SharePoint Intranet in 5 days with customisations

Performance Tracking:Visualise your performance

And look what is

produced

Page 30: Transforming a SharePoint Intranet in 5 days with customisations

Just 9 days to deliver this tool including consulting time.

The Training Team are now freed up to create Training

Videos and more.

“The new SharePoint training module is increasing efficiency, engaging our training attendees and making reporting easy.

With a high volume of participants we have also reduced the time spent on managing the course as well as reducing errors caused by manual

processes”

Ayesha Paul, Network Sales, Awards & Recognition

The result

Page 31: Transforming a SharePoint Intranet in 5 days with customisations

• Original process: Sending a 30-day word doc to the

potential franchise owner to complete– not very

inviting!

• Several people were involved in the process meaning

• People dropped the ball in the process and customers went

elsewhere.

• Confusion as to what the status was for each applicant

• The board and CEO were frustrated with lack of visibility of the

pipeline

Win 5: Signing up Franchises

Page 32: Transforming a SharePoint Intranet in 5 days with customisations

Franchise Renewal:The renewal process

We worked through the process of

what happens

Page 33: Transforming a SharePoint Intranet in 5 days with customisations

Now this is how it’s

kicked off.

On submit the appropriate person is notified by email and then they enter their

information next

Page 34: Transforming a SharePoint Intranet in 5 days with customisations

What the Board and

CEO rely on now

Franchise applications in process – determining

revenue

Page 35: Transforming a SharePoint Intranet in 5 days with customisations

• Absolute clarity over the number of applications in process

• If anyone is holding up an application, it is easily spotted

• Renewals and new applications are processed easily

• Just 14 days to deliver this feature

“WebVine have not only rescued the intranet and made it a success, but they are transforming the way we work together at LJ Hooker.

Their expertise and professionalism has been outstanding and the results are just fantastic for this company. I highly recommend engaging WebVine for any

SharePoint projects you wish to undertake.”

Ryan Campbell, Head of Marketing & Technology

The result

Page 36: Transforming a SharePoint Intranet in 5 days with customisations

• The CEOs number 1 project recently was Sitrion

(Newsgator) for SharePoint

• Plans to replace legacy systems

• Redesigned the Extranet for 7,000 Franchise staff...

As SharePoint provides

value

Page 37: Transforming a SharePoint Intranet in 5 days with customisations
Page 38: Transforming a SharePoint Intranet in 5 days with customisations
Page 39: Transforming a SharePoint Intranet in 5 days with customisations
Page 40: Transforming a SharePoint Intranet in 5 days with customisations

Social Enterprise

(Sitrion/Newsgator) for 7000

staff to collaborate

Page 41: Transforming a SharePoint Intranet in 5 days with customisations

Communities where staff

share knowledge and ideas

Page 42: Transforming a SharePoint Intranet in 5 days with customisations
Page 43: Transforming a SharePoint Intranet in 5 days with customisations

How to grow the Intranet through delivering business value

LJ Hooker Case Study with WebVine

How to make SharePoint a Success!1. Do not stop after you build main intranet

2. Get exec support if possible

3. Pick a department or team

4. Identify daily grind tasks

5. Start off with 1 project with a limited budget

6. Track the time and efficiency saved

7. Show off the results

8. Repeat, repeat, repeat!

Page 44: Transforming a SharePoint Intranet in 5 days with customisations

How to grow the Intranet through delivering business value

LJ Hooker Case Study with WebVine

Receive furtherInformation

Report:‘10 mistakes most companies make with SharePoint’

Report:‘SharePoint online vs SharePoint on-premise’

Link to ‘Why going to work is like going back in time’

E: [email protected]

W: www.webvine.com.au

M: 0433 069 389