CASE STUDY AN ENTERPRISE KNOWLEDGE AND EMPLOYEE SUPPORT BASE FOR A FTSE 100 COMPANY Customer Profile Experian The Business Problem? Experian engaged id-live to provide a solution that allowed their employees across the world to access an existing knowledge base that provided guidance to employees on company policies and processes. The solution needed to address the business problem of company headquarters geographically spread across the world, and users from each region needed to be able to access information relevant to them in a straightforward manner. Functionality to facilitate Experian’s ‘Busting Bureaucracy’ initiative was also required, where policy and process ideas could easily be submitted by users and retrieved by administrators. Website www.experian.co.uk Industry Business services FTSE 100 company 17,000 employees across premises internationally Our Solution Our solution utilized the Search capabilities of SharePoint 2010 to provide an interface for the Experian How Do I site. Pages for each process are created by the user and stored in the intranet. id-live used Managed Metadata to maintain a Tag system for process pages. A custom search page allows users of the solution to locate the information they need quickly and easily. A workflow was designed to assist the review and publishing processes of the pages. Functionality was provisioned for quick and easy access to KPI reports, available to How Do I administrators. Our Approach id-live provided project management, development and business analysis resources for the How Do I project. Our business analysis resources worked closely with Experian project representatives to understand the scope and requirements of the solution, and to consult with Experian to discover the most effective method for the solution. The development team worked to build the solution, deploying features to a dedicated user acceptance testing (UAT) environment, available to Experian, allowing Experian to monitor the development of the solution and experience transparency in the development process. The project was managed using Agile with daily sprint calls used as the primary communication method between id-live and the Experian project team with weekly meetings with Experian to ensure the progress of the project was always moving in the direction that Experian had expected. Intelligent Decisioning Ltd Strelley Hall Main Street Strelley Village Nottinghamshire NG8 6PE 0845 643 9726 www.id-live.com CASE STUDY Selected Features Process Page Approval Workflow The process pages of the How Do I solution hold the information that is most valuable to users of the site. An approval workflow was developed to facilitate the review and approval processes of pages created in the How Do I site. The Process Page displays a description of the process. Process information including the relevant Region, Tags and the Process Owner user is shown to the right of the page. Client side code returns articles with the same Process Category in the Related Processes section. The approval workflow controls the approval of How Do I content and notifies designated users when content has been added that requires their approval. Users are able to create pages and self-submit pages for approval. The Tags functionality of the site facilitates a structure for content approvers to be assigned at each process category level. Bureaucracy Busting A submission form for the Bureaucracy Busting initiative was developed to allow simple feedback to be given by users of the How Do I site on the processes and policies of the company. Data sent via the form is stored in a SharePoint list. Process Page If the process has an associated action, task or document, a link to this is given. When the user clicks this link, a new window is opened and the instance of the click is recorded in a list. If the user has clicked the process link and has not left feedback on the page via the ‘Rate this page’ feature, they are prompted to do so on their next visit to the page. Bureaucracy Busting About Intelligent Decisioning id-live is an agile, dynamic, Microsoft Gold Partner. Experts in Microsoft SharePoint, we specialise in delivering innovative collaboration, business intelligence, customer relationship management and workflow solutions. We can provide the skills, resources and expertise to allow your business to introduce SharePoint correctly, strengthen your SharePoint development team, build innovative SharePoint applications and drive more business value from the SharePoint investments you have already made. We understand the benefits of building long term relationships and we strive to become a trusted "technology partner" to our customers, delivering high quality solutions that will transform the business and deliver demonstrable business value.