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.
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
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
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
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
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...
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
Career Tracker
Created easily
Sent to ASIC
Spent time with workshop to identify metadata
No point having a random wiki. Has anyone seen it work?
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.
Some people see sponsored events, most don’t. Permissions can be set on everything here.