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CASE 
STUDY 
LJ HOOKER 
How to succeed with SharePoint through delivering business value 
How to grow the Intranet through 
delivering business value 
LJ Hooker Case Study with WebVine
About LJ Hooker 
• 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.
How SharePoint began.. 
• 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
WebVine jumped in and: 
• 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
The Redesigned Intranet
What next? 
Typically SharePoint has served 
its purpose in most 
organisations right about now. 
But WebVine and LJ Hooker 
had different ideas...
We decided to: 
• Enable staff to work more 
quickly, efficiently, and 
productively than ever 
before 
• Reduce the daily grind tasks 
• Reduce the volume of emails that need to be sent 
• Automate tasks where possible
We wanted quick wins 
• Start with 1 problem 
• 10 days maximum 
effort 
• Get the win 
• Move to the next one
Win 1: Home Loans Team 
• 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
Now they just search 
for a broker
Everything 
about the 
broker appears 
Personal 
Details data is 
from another 
database
Quickly add a 
comment so the 
team is kept 
informed 
Emails, 
attachments, 
files auto-appear 
here
Easily generate 
numerous 
reports as 
needed
Win 1: What did they think? 
“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 2: IT Knowledge Base 
• 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
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
Once 
approved, 
posts can be 
Searched or 
accessed 
directly eg 
‘Microsoft 
Outlook’ 
posts
Win 3: Vendors and Partner Program 
• 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 
Now people search 
for a vendor or 
partner here 
Partners Program: 
Quick search partners
Having clicked on ‘A’, 
just click the vendor
Contacts are 
only 
displayed to 
people with 
permissions 
to see them
Didn’t like the 
vendor? 
Leave a 
comment for 
others to see 
Offers are 
displayed 
from 
Partners
Offers 
display on 
the Intranet
And on the 
extranet to 7000 
Franchise Staff
The result 
 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
Win 4: Training Courses 
• 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.....
Now this attendee 
is about to enter 
their figures for 
week 12 
They have entered 
figures for all 
previous weeks
How easy is 
that?
Performance Tracking: 
Visualise your performance 
And look 
what is 
produced
The result 
 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
Win 5: Signing up Franchises 
• 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
We worked 
through the 
process of 
Franchise Renewal: 
The renewal process 
what 
happens
Now this is 
how it’s 
kicked off. 
On submit the 
appropriate person is 
notified by email and 
then they enter their 
information next
What the 
Board and 
CEO rely on 
now 
Franchise 
applications 
in process – 
determining 
revenue
• 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
As SharePoint provides value 
• The CEOs number 1 project recently was Sitrion (Newsgator) 
for SharePoint 
• Plans to replace legacy systems 
• Redesigned the Extranet for 7,000 Franchise staff...
Social 
Enterprise 
(Sitrion/Newsga 
tor) for 7000 
staff to 
collaborate
Communities 
where staff 
share knowledge 
and ideas
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! 
How to grow the Intranet through 
delivering business value 
LJ Hooker Case Study with WebVine
Receive further 
Information 
How to grow the Intranet through 
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’ 
delivering business value 
LJ Hooker Case Study with WebVine 
E: marcus@webvine.com.au 
W: www.webvine.com.au 
M: 0433 069 389

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Transforming a SharePoint Intranet in 5 days with customisations

  • 1. CASE STUDY LJ HOOKER How to succeed with SharePoint through delivering business value How to grow the Intranet through delivering business value LJ Hooker Case Study with WebVine
  • 2. About LJ Hooker • 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.
  • 3. How SharePoint began.. • 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
  • 4. WebVine jumped in and: • 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
  • 6. What next? Typically SharePoint has served its purpose in most organisations right about now. But WebVine and LJ Hooker had different ideas...
  • 7. We decided to: • Enable staff to work more quickly, efficiently, and productively than ever before • Reduce the daily grind tasks • Reduce the volume of emails that need to be sent • Automate tasks where possible
  • 8. We wanted quick wins • Start with 1 problem • 10 days maximum effort • Get the win • Move to the next one
  • 9. Win 1: Home Loans Team • 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
  • 10. Now they just search for a broker
  • 11. Everything about the broker appears Personal Details data is from another database
  • 12. Quickly add a comment so the team is kept informed Emails, attachments, files auto-appear here
  • 13. Easily generate numerous reports as needed
  • 14. Win 1: What did they think? “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
  • 15. Win 2: IT Knowledge Base • 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
  • 16. 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
  • 17. Once approved, posts can be Searched or accessed directly eg ‘Microsoft Outlook’ posts
  • 18. Win 3: Vendors and Partner Program • 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 
  • 19. Now people search for a vendor or partner here Partners Program: Quick search partners
  • 20. Having clicked on ‘A’, just click the vendor
  • 21. Contacts are only displayed to people with permissions to see them
  • 22. Didn’t like the vendor? Leave a comment for others to see Offers are displayed from Partners
  • 23. Offers display on the Intranet
  • 24. And on the extranet to 7000 Franchise Staff
  • 25. The result  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
  • 26. Win 4: Training Courses • 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.....
  • 27. Now this attendee is about to enter their figures for week 12 They have entered figures for all previous weeks
  • 28. How easy is that?
  • 29. Performance Tracking: Visualise your performance And look what is produced
  • 30. The result  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
  • 31. Win 5: Signing up Franchises • 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
  • 32. We worked through the process of Franchise Renewal: The renewal process what happens
  • 33. Now this is how it’s kicked off. On submit the appropriate person is notified by email and then they enter their information next
  • 34. What the Board and CEO rely on now Franchise applications in process – determining revenue
  • 35. • 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
  • 36. As SharePoint provides value • The CEOs number 1 project recently was Sitrion (Newsgator) for SharePoint • Plans to replace legacy systems • Redesigned the Extranet for 7,000 Franchise staff...
  • 37.
  • 38.
  • 39.
  • 40. Social Enterprise (Sitrion/Newsga tor) for 7000 staff to collaborate
  • 41. Communities where staff share knowledge and ideas
  • 42.
  • 43. 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! How to grow the Intranet through delivering business value LJ Hooker Case Study with WebVine
  • 44. Receive further Information How to grow the Intranet through 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’ delivering business value LJ Hooker Case Study with WebVine E: marcus@webvine.com.au W: www.webvine.com.au M: 0433 069 389

Editor's Notes

  1. Career Tracker
  2. Created easily Sent to ASIC
  3. Spent time with workshop to identify metadata No point having a random wiki. Has anyone seen it work?
  4. So this was a simple thing to create however look at the benefits. Retaining knowledge in the organisation Sharing information. Having a single source of truth. Imagine the time saved and the reduction of the possibility of errors.
  5. Some people see sponsored events, most don’t. Permissions can be set on everything here.