Case Study
BNI - Digital Transformation
New ways of working improve efficiencies and save valuable time for BNI employees.
C H A L L E N G E S
- Significant time wasted on email communication
- Duplication of work - working on different file versions
- Unnecessary time wasted on admin heavy tasks
B E N E F I T S
- Improved collaborative working
- Significant time savings on daily tasks
- Cost savings from utilising existing 365 apps
- Improved overall workplace productivity
O V E R V I E W
O B J E C T I V E S
- Leverage the investment in Microsoft 365 by improving overall usage of its applications.
- Upskill all users in the recommended applications, resulting in a confident team.
- Enhance collaborative working within Teams.
- Ensure confidence in document management, including sharing files internally and externally.
- Identify potential gaps in productivity.
A P P R O A C H
“Cloud9 understood our brief exactly, were amazing interacting with all our key stakeholders and the project achieved exactly what we wanted. It was a pleasure to work with them”
KATHRYN SAGGERS, Head of Training
F E E D B A C K
B E N E F I T S
- Improved collaborative working
- Significant time savings on daily tasks
- Cost savings from utilising existing 365 apps
- Improved overall workplace productivity
O U T C O M E
ELIMINATED THE NEED FOR DROPBOX
Recommendations were provided to the global IT department to create Teams and SharePoint sites with the necessary permissions. Tailored training sessions were delivered to users for OneDrive and SharePoint, providing them with the skills and confidence to manage permissions and share files with members. This activity saved significant time by improving efficiency, reducing duplication of files, and streamlining the file structure, ensuring accessibility within the 365 environment. Additional cost savings were realised as there was no longer a need for Dropbox.
MOVED INTERNAL COMMUNICATION TO TEAMS CHAT AND CHANNELS
This change significantly reduced email traffic, making it easier to recap conversations and ensuring that the right people received the information. This was particularly beneficial for staff who are part-time or frequently out of the office. The Planner app was implemented alongside new Teams channels to enhance collaborative working and manage tasks efficiently. However, recognising that email remains a regular channel for external clients, our ‘Efficient Working in Outlook’ course provided valuable hints and tips for email and calendar management. In addition, this course helped users understand To Do lists and their ultimate integration with Planner tasks.
STREAMLINED MEETING SCHEDULING
Admin staff no longer needed to liaise with multiple members to arrange regular meetings due to the use of the Bookings application, allowing members to book their own appointments. This freed up a significant amount of time allowing the admin team to handle more complex
enquiries.
