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case study RSL LIfecare RSL Lifecare works with Synergy to transform their digital workplace Industry Senior Living and Aged Care Geography Australia Consulting Sharepoint Consulting Custom Intranet Development technologies Powell Microsoft 365 Challenges/ Goals RSL LifeCare’s outdated on-premises intranet posed significant challenges, particularly for mobile and remote employees. The clunky system was inaccessible outside the corporate network, making it difficult for staff—especially Home Care workers—to access critical documents. The need for centralized, easily accessible policy documentation became even more urgent with government mandates, including the Australian Royal Commission into Aged Care. Solution/ Approach RSL LifeCare selected Powell as the ideal solution, leveraging its user-friendly design, robust features, and seamless integration with Microsoft 365. The platform was tailored to align perfectly with RSL LifeCare’s branding, creating a centralized and visually engaging “virtual front door” called “Your Cooee.” This portal served as a dynamic gateway for employees to access essential tools, resources, and updates with ease. [Your Cooee] is that central repository and fountain of knowledge…[RSL now has] better systems and processes in place to deal with maintaining files.” – Ainslie Page, Digital Marketing Manager, RSL LifeCare Results The “Your Cooee” intranet has become a cornerstone of RSL LifeCare’s internal operations, revolutionizing how employees access and interact with critical information. With enhanced accessibility, staff can now retrieve vital documents and updates anytime, anywhere, fostering a culture of inclusivity and efficiency. Engagement levels have soared as departments take ownership of their pages, encouraging creativity and participation in content management. Streamlined communication channels have ensured that all employees, whether on-site or remote, stay informed and aligned, a feature that proved invaluable during crises like the COVID-19 lockdowns. This modernized platform has truly unified the organization, creating a more connected and productive workforce. View more case studies Results Improved Accessibility Enhanced Employee Engagement Streamlined Communication Overview RSL LifeCare partnered with Synergy to modernize their intranet, enhancing accessibility, engagement, and streamlining operations for their extensive workforce. As a charitable organization committed to providing care to over 13,700 residents across retirement villages and aged care homes in Australia, RSL LifeCare sought a robust and user-friendly intranet solution to support their century-long legacy of excellence. Leveraging Synergy’s expertise, the intranet modernization project incorporated advanced site templates and intuitive navigation tailored to RSL LifeCare’s unique needs. This upgrade facilitated improved communication and collaboration among staff, ensuring that vital information and resources were easily accessible. The transition was executed efficiently and with minimal disruption, effectively addressing challenges associated with outdated systems and enhancing the overall reliability of the platform. The new, user-centric intranet empowered RSL LifeCare’s distributed workforce with seamless access to essential tools and information, significantly boosting operational efficiency and employee satisfaction. By partnering with Synergy, RSL LifeCare not only modernized their internal communications infrastructure but also reinforced their commitment to delivering high-quality home care and aged care services to veterans and the broader community, securing their legacy of service for the future. Challenges/Goals Provide employees across 28 locations and remote settings with easy access to policies and documents. Empower staff to contribute to intranet content creation. Connect a distributed and deskless workforce. Streamline communication of urgent updates organization-wide. Solution/Approach Design and implement a modern Powell Intranet built on Microsoft 365. Migrate and update policies over six to nine months. Launch the platform in phases, starting with a soft launch for one department. Fully deploy the branded “Your Cooee” intranet within four months. Summary Data RSL LifeCare is a leading charitable organization in senior living, dedicated to providing high-quality personal home care, retirement villages, and aged care homes to over 13,700 residents across NSW and the ACT, empowering veterans and the wider community with professional and compassionate support since 1911.

case study Macquarie University Microsoft 365 Training Industry Education Geography Australia Consulting Training Services Microsoft 365 SharePoint Intranet Consulting technologies Microsoft 365 Challenges/ Goals Primary Deliver effective training to a large diverse group of staff across faculties and departments. Provide the correct level of Office 365 training to over 3,000 staff that had Beginner through to Advanced Microsoft 365 knowledge. Creation of Macquarie University specific training manuals that illustrated the Microsoft 365 platform and its specific use at Macquarie. Over a four month period deliver training courses for up to over 3,000 staff which would encourage high-levels of attendance. Use a specific event management and ticketing system that would co-ordinate courses/seminars, attendees, rooms, and trainers. Provide high quality online Macquarie branded resources for future reference and training. Secondary Ensure that knowledge was able to be shared amongst all attendees. Assimilate the trainers and IT Support into one team to allow for the seamless delivery of knowledge of Microsoft 365 Solution/ Approach In collaboration with Macquarie’s project team, Synergy identified Microsoft 365 Champions to help fast track the transition to Microsoft 365. After conducting a Training Needs Analysis (TNA) through staff surveys and interviews, Synergy uncovered a wide range of skills and training preferences. Notably, while over 70% of both Professional and Academic staff had never used Microsoft 365 professionally, most had prior experience from home or school. The TNA also revealed a preference for a mix of self-paced and classroom-based learning, guiding Synergy's training approach. To meet demand, Synergy created nine custom courseware manuals and presentation packs, offering targeted hands-on training for Power Users. Course schedules were published, and enrollment surged, leading to additional sessions being offered. Feedback was collected after each course, allowing the team to make adjustments as needed. Synergy also supported Macquarie’s service desk, resolved training-related questions, and manned a drop-in center to assist staff with configuring devices for Microsoft 365, ensuring a smooth transition throughout the organization. Macquarie University Case Study: "Partnering with Macquarie University allowed us to deliver a dynamic, scalable IT solution that supports both academic and administrative excellence. We're proud to have contributed to their technological advancement and the improved experience of their staff and students.” Murray Campbell - Consulting Manager Results The overall result for Macquarie University was a comprehensive program of training that introduced staff to the core features of Microsoft 365 and allowed them to hit the ground running after the launch on 14th December 2015. This assisted in a very smooth transition to the new software and allowed staff to be productive on Microsoft 365 from day one. Course attendance increased due to positive feedback and internal referrals which resulted in a far greater reach than predicted with over 2500 trainees attending classes and many more accessing online material. The training solution has provided for the future by allowing current staff to refresh themselves via the online courseware and training environment. Future training needs of any new staff that join Macquarie University have been catered for in the full-suite of high-quality relevant courseware. View more case studies Results The overall result for Macquarie University was a comprehensive program of training that introduced staff to the core features of Microsoft 365 and allowed them to hit the ground running after the launch on 14th December 2015. This assisted in a very smooth transition to the new software and allowed staff to be productive on Office 365 from day one. Overview Synergy was chosen as Macquarie University’s training partner for the migration to Microsoft 365, in late July 2015. Macquarie needed a training partner with Microsoft product knowledge and training certifications, as well as a working knowledge of Microsoft 365 in Education. Synergy’s team of MS certified consultants and trainers developed custom training material that directly addressed Macquarie staff needs; from Academic to Administrative staff. Macquarie University undertook the email migration from Gmail to Office 365 for over 3,000 staff in the second- half of 2015. The project required an approach that offered a variety of training methodologies due to the differing needs of staff. The training approach accommodated a series of seminars, group training courses and hands-on labs/workshops to ensure all staff were given the opportunity to learn how Microsoft 365 would be utilised by them. University specific training materials were developed in the traditional electronic .pdf format as well as Wiki online tutorials stored in a training site on Macquarie’s servers. Challenges/Goals Provide Microsoft 365 training to over 3,000 staff Cater for End-user, Helpdesk, Support and Technical Staff Provide Macquarie University custom materials Deliver Lectures, Presentations, VIP Sessions, Courses and Labs Create a range on online resources, Wiki’s, Howto’s, Cheat Sheets, Videos and web links Solution/Approach Synergy undertook an extensive Training Needs Analysis to define the exact requirements of the University. A Training programme was then created to cater for all audiences and delivered over a 4 month period. Summary Data 3,000 Staff learn Microsoft 365 with Synergy’s Cloud training Services

Explore Synergy's comprehensive business process automation services. Enhance efficiency and streamline workflows with our cutting-edge technologies. Optimize your business processes today. business process automation services % 31 of businesses have fully automated at least one function. % 90 of knowledge workers say that automation has improved people's lives in the workplace % 94 of workers say they perform repetitive, time-consuming tasks in their role % 50 of work can be automated in today's work enviornment Every industry has workflows that rely on manual tasks—often the backbone of operations. These processes can be inefficient, but with the right strategies and tools, they can deliver significant benefits. Business process automation services form the core of our offerings, streamlining workflows for maximum impact. Our business process automation services analyze and convert manual workflows into rule-based systems, powered by tools and technologies from our partners. These solutions: Promote efficiency by reducing redundancies. Minimize errors through automation. Boost productivity across teams. Deliver measurable financial gains. stay connected with thoughts from our experts WEBCON vs Power Platform: Why Unified Wins Over Modular Compare WEBCON vs Power Platform to see why a unified low-code solution wins on cost, governance, and enterprise scalability. Process Automation Benefits for Your Business Explore the benefits of business process automation, from cost savings to improved accuracy, productivity, and scalability. Copper River Shared Services - Webcon Copper River Shared Services replaced Nintex with WEBCON BPS to improve efficiency and flexibility in managing workflows across its diverse portfolio of companies. WEBCON's low-code platform allowed for smoother development and deployment, addressing the complex needs of Copper River’s multiple entities. The transition streamlined operations, reduced costs, and enabled faster, more agile application development. want to learn more? Want to streamline your workflows with intelligent Business Process Automation services and unlock the full potential of your operations? contact us contact us Still relying on manual processes? we can help. our process

case study Copper River Shared Services Streamlining Operations with WEBCON BPS Industry Business Strategy Geography Global Consulting Process Automation technologies WEBCON Challenges/ Goals Copper River Shared Services, part of the Copper River Family of Companies, was facing growing operational complexity. With 16 companies across industries like cybersecurity, healthcare, and construction, Copper River needed a unified system to centralize back-office services such as accounting, HR, and IT support. Initially, the organization relied on multiple tools like Nintex and Microsoft Power Automate for workflow automation. However, these tools fell short in supporting their intricate organizational structure, requiring constant workarounds and delivering limited results. Copper River needed a solution that was more flexible, scalable, and efficient. Solution/ Approach In search of a more robust workflow automation platform, Copper River turned to Synergy to implement WEBCON BPS. The transition to WEBCON allowed Copper River to standardize and simplify workflows across its diverse entities, providing significant improvements in efficiency. WEBCON's intuitive low-code platform offered: A user-friendly interface for creating workflows, reducing the need for extensive IT involvement. Streamlined development and deployment of complex workflows, eliminating the need for time-consuming workarounds. Real-time feedback and process adjustments, enabling continuous improvement and agility. Copper River leveraged WEBCON BPS to develop 10-12 new business applications within the first year, including intricate processes with multiple coordinated subprocesses—something they had previously considered impossible. “My team feels significantly more productive. WEBCON BPS has been a game-changer over the last few months, enabling us to deliver solutions faster and more efficiently than ever before. We’re solving problems in ways we never thought possible.” —Kate Pickworth, Director of Enterprise Operations, Copper River Shared Services Results The move to WEBCON BPS transformed Copper River’s operational efficiency: Faster development and deployment of workflows and forms. A consistent, intuitive user experience across the entire family of companies. Enhanced collaboration and communication across departments, with streamlined task management and reporting. Reduction in time-to-market for new applications and processes, improving overall competitiveness. View more case studies Results Development of 10 to 12 new business applications within the year A new user-friendly and intuitive tool for workflow modeling: WEBCON Designer Desk A consistent, intuitive user experience across the entire family of companies. Overview Copper River Shared Services replaced Nintex with WEBCON BPS to improve efficiency and flexibility in managing workflows across its diverse portfolio of companies. WEBCON's low-code platform allowed for smoother development and deployment, addressing the complex needs of Copper River’s multiple entities. The transition streamlined operations, reduced costs, and enabled faster, more agile application development. Notable improvements include better user experience, enhanced security, and the ability to handle complex processes, boosting overall business performance. Challenges/Goals Complex operational structure encompassing 16 companies from various industries Initially used various solutions from companies like Nintex (workflow, forms) and Microsoft (Forms, Power Automate, Power Apps, SharePoint workflows). But those attempts were fraught with false starts, seemingly arbitrary limitations, and a near-constant need to invent workarounds. Solution/Approach Copper River can now build and maintain multiple solutions concurrently. Copper River now has in-depth insights readily available with WEBCON Summary Data Copper River Shared Services, owned by the Native Village of Eyak, supports the Copper River Family of Companies, which participate in the SBA’s 8(a) program. Established in 2016, it provides essential back-office services like Accounting, HR, IT, Legal, Procurement, and more to its diverse companies.

case study IMC INDUSTRIAL GROUP IMC works with Synergy to transform their digital workplace Industry Industrial Shipping Geography Singapore Consulting Sharepoint Consulting Custom Intranet Development technologies Powell Microsoft 365 Challenges/ Goals The legacy intranet posed several challenges, including restricted access outside the corporate network, making it difficult for remote users. It demanded time-consuming manual maintenance and lacked a cohesive design, hindering usability. These limitations, combined with a dated interface and minimal functionality, led to low employee engagement and adoption. Solution/ Approach The new Powell Intranet introduced a unified, role-based design with consistent navigation and styling across all sections. It offered full mobile and desktop accessibility, empowering employees to access key resources anytime. Non-IT staff could easily manage content via an intuitive dashboard, reducing IT workload. Engaging features like social media integration and user notifications enhanced employee interaction. Additionally, Powell Manager enabled seamless updates and deployments across all environments. "This initiative pushed us to engineer a robust, scalable solution that precisely aligned with IMC Industrial Group’s operational data landscape—demonstrating Synergy’s unwavering focus on delivering measurable value in complex, industrial environments." – Milan Gross, Synergy Implementation Team Results The new intranet significantly boosted employee engagement through its user-friendly design and interactive features. With full mobile and desktop access, employees enjoyed greater flexibility and productivity. Content management became more efficient, easing the load on IT teams. A consistent design and intuitive navigation also enhanced the overall user experience and information sharing. View more case studies Results Improved Accessibility Streamlined Maintenance Increased Employee Engagement Overview IMC Industrial Group partnered with Synergy to transform their outdated intranet into a modern digital workplace using Powell Intranet and Microsoft 365. The new platform solved key issues—limited access, complex upkeep, and low engagement—by delivering a unified design, mobile accessibility, intuitive content tools, and engaging features. Synergy’s Rapid Delivery Framework ensured smooth rollout across four countries. The result: higher engagement, easier content management, and a consistent user experience company-wide. Challenges/Goals Limited Accessibility: Only accessible on the corporate network, hindering remote and mobile access. Complex Maintenance: Required frequent manual updates, making upkeep inefficient. Disjointed User Experience: Inconsistent design and navigation made information hard to locate. Low Engagement: Outdated design and features led to poor employee interaction. Solution/Approach Unified Design and Navigation: Introduced role-based navigation with a consistent header, footer, and design sitewide. Enhanced Accessibility: Accessible on all devices, ensuring 24/7 availability of resources. Streamlined Content Management: Empowered non-IT staff to manage content via an easy-to-use dashboard. Engaging Features: Integrated social tools & alerts to drive user engagement. Scalability and Flexibility: Enabled seamless updates and deployments across environments using Powell Manager. Summary Data IMC Industrial Group (IMC) embarked on a transformative journey to revamp their existing intranet, IMC Connect, into a modern, engaging, and efficient digital workplace. The goal was to create a centralized hub that would enhance employee engagement, streamline communication, and provide easy access to critical resources across their global operations. To achieve this, IMC partnered with Synergy to implement the Powell Intranet solution, leveraging SharePoint Online and other Microsoft 365 technologies

case study Costar CoStar works with Synergy to transform their digital workplace Industry Real Estate Geography Global Consulting Sharepoint Consulting Custom Intranet Development technologies Powell Microsoft 365 Challenges/ Goals CoStar Group faced significant challenges with their existing intranet platform, LiveTiles, which struggled to keep up with Microsoft updates, resulting in internal errors and a perception of unreliability. The primary goals were to align the intranet's design with the new public website, support modern SharePoint templates, enhance platform reliability, and empower users to manage content independently. Solution/ Approach Synergy partnered closely with CoStar’s team to develop four tailored SharePoint Online templates that served as landing sites for key organizational hubs. This customization ensured that the new intranet reflected CoStar’s refreshed brand identity accurately. Additionally, Synergy implemented tools and provided training that enabled end users to create and modify content effortlessly, supporting multiple brand identities across different entities within CoStar. This strategic approach not only resolved the existing technical issues but also fostered greater autonomy and flexibility for CoStar’s employees. "This project challenged us to deliver a scalable, precise solution tailored to CoStar's real estate data needs—showcasing Synergy’s commitment to creating impactful, industry-focused results." -Andy Lock (Synergy Implementation Team) Results The partnership with Synergy resulted in a fully aligned intranet that mirrors CoStar’s external website, enhancing brand consistency across platforms. By transitioning away from LiveTiles, CoStar achieved greater platform reliability and stability. Additionally, the empowerment of end users to manage and create content has reduced IT dependencies, fostering a more dynamic and self-sufficient digital workspace. View more case studies Results Seamless Brand Alignment Improved Reliability User Empowerment Overview In collaboration with CoStar Group, Synergy undertook a comprehensive overhaul of their intranet platform to align with the newly launched public-facing website. This involved designing and implementing four bespoke SharePoint Online templates that mirrored the updated branding and design elements. Synergy’s meticulous approach ensured that the intranet not only matched the external website aesthetically but also functioned seamlessly without the previous synchronization issues encountered with LiveTiles. Challenges/Goals Brand Alignment: Align the new public-facing website with the intranet's design, including colors, themes, and layouts. Platform Reliability: Overcome synchronization issues between LiveTiles and Microsoft updates, which caused internal errors. Modernization: Support SharePoint Modern templates with strategic planning for SharePoint Online. User Empowerment: Enable end users to create and modify content independently, reducing IT dependency. Solution/Approach Customized Templates: Developed four distinct SharePoint Online templates tailored to CoStar’s specific needs. Design Synchronization: Ensured themes, layouts, and visual elements matched CoStar's updated brand identity. Collaborative Development: Worked closely with CoStar’s project team to facilitate a smooth transition from LiveTiles. Empowerment Tools: Provided tools and training for end users to manage and create content, supporting multiple brand identities. Summary Data CoStar Group is a leading global provider in the commercial and residential real estate industry, specializing in information, analytics, and online marketplaces. Operating worldwide, CoStar Group partnered with Synergy to enhance their digital platforms using technologies such as SharePoint Online and LiveTiles. Renowned for its comprehensive data and innovative solutions, CoStar Group empowers businesses and individuals to make informed real estate decisions.

case study Duane Morris Duane Morris works with Synergy to transform their digital workplace Industry Law/Legal Consulting Geography USA Consulting Implementation Services Custom Intranet Development technologies SharePoint Microsoft 365 Challenges/ Goals Duane Morris faced several challenges in migrating from their outdated intranet system, particularly given the large volume of content that would require manual migration. They also needed to develop a structure that respected the autonomy of various departments while distributing content creation and maintenance responsibilities beyond a single team. Improving site navigation and information presentation was a key focus, alongside the goal of enhancing employee engagement. Ultimately, they sought a solution that would allow for better distribution of responsibility and the streamlined maintenance of internal content across the organization. Solution/ Approach To modernize their intranet, Duane Morris adopted Powell, a tool recommended by SYNERGY after an extensive discovery process . Powell enabled the creation of a centralized hub for firm resources and initiatives while integrating seamlessly with their existing Microsoft investments. Despite the challenge of manually migrating content from the legacy platform, the intuitive, user-friendly design of Powell made the transition easy to adopt. This solution ensured Duane Morris could streamline access to key resources and improve the overall user experience for employees across the firm. "SharePoint is our entry point into the Microsoft 365 ecosystem" - Ernie Coats, Manager of Software Development & Analytics at Duane Morris Results Duane Morris sought to modernize their outdated intranet and explore SharePoint Online as part of their adoption of Microsoft 365 technologies. With over 1,000 active sites and pages, they required an efficient, user-friendly platform for staff to access and share information. Synergy recommended Powell for its ability to simplify the user experience while integrating with SharePoint and Microsoft features. Synergy's design team developed an organized information architecture and templates, enabling a smooth transition for Duane Morris. Their successful adoption of Powell and SharePoint Online paved the way for a full embrace of Microsoft 365, supported by ongoing collaboration with Synergy and Powell Software. Other improvements and positive benefits that have already been noted are: All employees are now utilizing the intranet portal Increase to IT knowledge base and training repository from 1-2 people visiting a month on avg to 260+ monthly visits Onboarding and training for new employees has become a more streamlined, effective process View more case studies Results Improved collaboration among staff Ability to locate and view information in meaningful ways Company-wide intranet adoption Overview Duane Morris was looking to migrate away from their legacy Intranet platform, which was over ten years old at the time the project started. Their team was looking for an Intranet solution that was both compatible with the Microsoft 365 technology that they had begun to adopt and wide-reaching enough to encompass the large number of active sites and pages across their organization. They required a sophisticated digital solution that could streamline communication while fostering a cohesive yet adaptable community. With the goal of modernization in mind, Duane Morris came to Synergy to explore their need for a new Intranet. Challenges/Goals Migrating from an outdated intranet with extensive manual content migration Creating a structure that respects departmental autonomy Expanding content creation and maintenance beyond a single team Improving site navigation and information presentation Enhancing employee engagement Distributing responsibility for maintaining internal content Solution/Approach Created a centralized hub for firm resources and initiatives Manually migrated content from the legacy intranet to the new platform Integrated existing Microsoft tools in a user-friendly, intuitive way Recommended Powell 365 as the ideal solution after extensive discovery Summary Data As a leading full-service law firm, Duane Morris LLP is dedicated to providing innovative and comprehensive legal solutions, empowering clients to navigate complex challenges and achieve their goals with confidence and integrity.

case study Arcadia Retirement Residence Improved patient care through effective collaboration Industry Eldercare Geography USA Consulting SharePoint Consulting Training Services technologies SharePoint Windows Server Hyper-V Challenges/ Goals Arcadia Retirement Residence, a local, not-for-profit holding company, is comprised of seven not-for-profit operating companies, each operating from its own location on the island of Oahu. With nearly 400 employees spread across seven locations, most of whom require access to similar information, a central repository to store and organize information related to client-care was critical. Furthermore, occupants of ACS’s two residential facilities desired a way to find other residents with similar likes and interests. Arcadia invited Synergy to assist them in improving collaboration among staff, as well as to help provide an interactive means to communicate effectively with and among residents. Solution/ Approach During the Discovery process , Synergy worked closely with ACS staff to understand the needs of both employees and the residents at Arcadia. This revealed the necessity for two key portals: a secure intranet for staff collaboration and a client-facing portal for residents to access activity information and connect with fellow residents. To meet these needs, Synergy implemented a SharePoint environment using Hyper-V servers, creating multiple web applications for Central Administration, My Sites, an Employee Portal, and a Resident Portal. The Employee Portal was designed with a clear taxonomy to help staff across various locations and departments easily access relevant information. Following the successful rollout of the Employee Portal, focus shifted to the Resident Portal, where features like Announcements and Publishing provided useful information. One major request was enabling residents to locate each other without burdening staff with manual updates. Synergy integrated SharePoint’s Business Connectivity Services (BCS) with an existing medical records system to automatically update Active Directory, allowing residents to use People Search to find one another. A custom Search Page was also developed to simplify the process for the elderly population. Arcadia needed a robust, future-ready IT environment, and we were thrilled to create one that fostered innovation and growth. Helping their team leverage technology more effectively remains one of our proudest achievements." Results With the SharePoint portal in place, ACS staff now work in a collaborative environment which means less time is spent duplicating information. Additionally, they can more easily find the information that matters to them. These improvements have resulted in significant time savings on a day-to-day basis. Residents now have easy access to current information regarding social events and other items of interest happening at the Residence. They also have a means to locate fellow-residents through a simple search interface that allows them to search on a variety of familiar parameters such as name, facility or apartment number. View more case studies Results Improved collaboration among staff Ability to locate and view information in meaningful ways Improved quality of life for residents who are better informed Overview Arcadia has been Hawaii’s premier retirement residence and one of the finest in the nation since 1967. Residents enjoy panoramic mountain, ocean and Diamond Head views, plus unparalleled access to all of Honolulu's social, cultural, educational and entertainment facilities. Arcadia offers a gracious, compassionate and dynamic environment, with a continuum of assured lifetime care with a staff that works diligently to satisfy the physical, social and spiritual needs of every resident. Challenges/Goals 7 geographic locations Need to organize information per locations and functional area Need to surface resident data securely Solution/Approach Complete discovery to understand unique requirements Develop dynamic Employee Portal taxonomy to manage information Use BCS to surface only non-sensitive resident profile information Summary Data Arcadia has been Hawaii's premier retirement residence since 1967.

case study HJ Sims HJ Sims works with Synergy to transform their digital workplace Industry Financial Services Geography USA Consulting Workflow Automation Powell technologies SharePoint Nintex Challenges/ Goals HJ Sims faced the challenge of finding an intranet solution that offered a user-friendly, centralized platform to help employees effectively manage their strategic initiatives. It was crucial for the new intranet to be natively responsive to Microsoft Office 365, ensuring seamless integration with their existing tools. Additionally, they sought a digital workplace accessible anytime, anywhere, whether on desktop or mobile devices, to enhance flexibility for their workforce. Another key goal was improving the employee experience by enabling multi-way, peer-to-peer communication, along with personalized and uniquely designed profiles to foster a collaborative environment. Solution/ Approach To address HJ Sims' need for a modern, user-friendly intranet, Synergy recommended Powell as the ideal solution. This low code/no code platform allowed for a streamlined implementation process without the need for custom development, ensuring a quicker rollout. Powell provided a visually appealing, branded digital workplace that kept employees motivated and engaged while also meeting the functional requirements for managing strategic initiatives. The intranet was designed to be easily accessible from any device and natively integrated with Microsoft 365. Additionally, Powell Manager was used to handle site template updates, giving HJ Sims ongoing control and flexibility over their intranet. This approach enabled the company to create a responsive and dynamic digital workplace that aligned with both their operational goals and their vision for employee engagement. “Powell is a powerful solution that enables us to easily enhance and upgrade our clients’ portals. In a couple of clicks, we can easily update and redeploy a site or enhance existing capabilities with additional features to meet new needs. Delivery is simplified and as consultants, we can focus on works that bring more value to our customers like information architecture, governance, adoption plans and trainings.” - Jason Blair, Senior Architect at Synergy Results After recognizing their legacy on-premises intranet was outdated, HJ Sims sought a modern solution to improve internal collaboration and enhance client services. Their key requirements included a user-friendly, centralized portal responsive to Microsoft 365 and accessible across devices. After consulting with Synergy, a digital transformation expert, they chose Powell, which offered control over the intranet, easy implementation with out-of-the-box features, and a standardized design. Synergy worked closely with HJ Sims to meet all project needs, delivering the solution in a few months. HJ Sims continues to expand their digital workplace with ongoing support from Synergy and Powell. Other improvements and positive benefits that have already been noted are: All employees are now utilizing the intranet portal Increase to IT knowledge base and training repository from 1-2 people visiting a month on avg to 260+ monthly visits Onboarding and training for new employees has become a more streamlined, effective process View more case studies Results Streamlined procedures Improved collaboration among staff Company-wide intranet adoption Overview After deciding that their legacy on-premises intranet solution was outdated and rarely used, HJ Sims set out to find a new intranet solution that would replace their old tool. To improve their company’s internal communication and support their clients with the best services possible, HJ Sims needed a functional, branded intranet solution that would boost internal collaboration. This is the story of how HJ Sims successfully realized their goal to transform their digital workplace and launch a new intranet. Challenges/Goals Finding a user-friendly, centralized platform for managing strategic initiatives Implementing an intranet natively responsive to Microsoft 365 Providing a digital workplace accessible on any device, anytime Enhancing employee experience with peer-to-peer communication and personalized profiles Solution/Approach Low code/no code platform for streamlined implementation without custom development Branded, aesthetic digital workplace to enhance employee motivation and engagement Seamless integration with Microsoft 365 and accessible from any device Powell Manager used for managing site template updates, allowing flexibility and control Summary Data As one of America's pioneering financial services firms, HJ Sims is committed to helping individuals and organizations meet the financial challenges of today and tomorrow.

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