Barclays - Business Process Automation & Training

How Synergy Delivered Global SharePoint & Nintex Training for Barclays PLC

Barclays PLC (LSE: BARC, NYSE: BCS) is a global banking and financial services company headquartered in London.

OVERVIEW:

Barclays PLC (LSE: BARC, NYSE: BCS) is a global banking and financial services company headquartered in London. As of 2010 it was the world's 10th-largest banking and financial services group. Barclays PLC has operations in over 50 countries and territories across Africa, Asia, Europe, North America and South America and around 48 million customers. As of June 2011 it had total assets of €1.94 trillion, the third-largest of any bank worldwide (after BNP Paribas and HSBC).

Goals / Challenges:

As a global banking institution operating across 50+ countries, Barclays PLC made significant investments in the Microsoft SharePoint ecosystem—using it for document management, business process automation, and team collaboration. However, user adoption and understanding of SharePoint and Nintex Workflow varied across regional hubs, leading to inconsistent usage and recurring support desk issues.

Barclays approached Synergy with a clear goal: to design and deliver a standardized, global training solution that would align with corporate policies, address regional differences, and reduce reliance on IT support.

Key goals included:

• Driving consistent global adoption of SharePoint and Nintex

• Delivering corporate-branded, regionally aligned training programs

• Addressing frequent support issues with targeted course content

• Reducing user dependency on IT through skills development and confidence-building

Solution/Approach:

Synergy partnered closely with Barclays’ internal SharePoint team to identify common user pain points and usage patterns across hubs. With this insight, our team developed customized courseware that aligned with Barclays' internal policies, technology stack, and training needs.

Each course included hands-on lab exercises within virtual machines that mimicked Barclays’ live environment—ensuring employees trained in a setting familiar to them. After piloting the program in each hub, we rolled out regular monthly training sessions that continue to this day.

To keep global trainers aligned, a dedicated project manager coordinated lessons learned, feedback loops, and course updates through a collaborative SharePoint Wiki. This centralized knowledge-sharing approach kept all regional trainers updated on Barclays-specific use cases, support challenges, and evolving needs.

Key solution components included:

• Custom-built SharePoint and Nintex training curriculum with hands-on labs

• Virtualized training environments mirroring Barclays’ production systems

• Ongoing monthly training sessions and post-classroom support

• A centralized trainer knowledgebase to support regional alignment and communication

“Barclays required a solution that aligned with their global IT strategy, and we delivered with precision. Our collaboration resulted in a platform that continues to drive efficiency and support their long-term goals.”

— Milan Gross, Customer Lead, Synergy

The Results:

Barclays’ internal SharePoint adoption increased across global hubs, as site administrators and end users became more confident in using both SharePoint and Nintex Workflow. Sites that had once been difficult to support became more self-sufficient, reducing the burden on IT.

Ongoing engagement with Synergy trainers also led to improved site architecture, better use of automation tools, and enhanced collaboration across teams.

Key outcomes include:

• Higher adoption of SharePoint and Nintex tools across all regions

• A growing population of skilled site admins, reducing IT support loads

• Increased course participation due to positive internal referrals

• Reworked and optimized intranet sites based on training takeaways

Through continuous training and collaborative support, Barclays has built a more digitally capable workforce—one that fully leverages its investment in SharePoint and Nintex technologies.

INDUSTRY	GEOGRAPHY	CONSULTING	software
Financial Services	Global	Training Workflow Automation	SharePoint Nintex

Ready to Empower Your Teams with Targeted Training?

At Synergy, we help global enterprises like Barclays create custom training programs that not only upskill users but drive platform adoption and reduce IT overhead. Whether you need to train on Microsoft 365, SharePoint, or Nintex, we’ll deliver a scalable, branded learning experience that meets your organizational goals.

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