Beneficial Bank, a full service bank, has been serving the Delaware Valley community since 1853. Headquartered in Philadelphia, PA, the company has 70 neighborhood branches and provides a modern work environment for over 1,000 employees.
Beneficial Bank’s intranet was primarily made up of static HTML files. The challenge with static HTML files is that editing them requires in-depth knowledge of writing HTML code. This prevented department managers from being able to maintain their own department’s content. Another downside of Beneficial’s intranet was that its look and feel had not kept pace with the bank’s branding so it looked out of synch with the public web site and the bank’s marketing materials.
Beneficial’s intranet had grown quite large over the years, and its maintenance was the responsibility of a single employee. It was such a tedious process that the task of teaching others to maintain it was viewed as too time consuming and never initiated.
Beneficial Bank’s senior management decided to use Microsoft’s SharePoint server. As SharePoint experts, we were chosen to customize the intranet to meet the bank’s needs.
We first set up the SharePoint portal server. Taking advantage of SharePoint’s built-in security, content management, and document management features, we were able to establish sites specific to each department. This allowed department managers to maintain their own intranet content without the need to know HTML or other programming technologies.
The intranet we designed for Beneficial Bank looks nothing like a traditional SharePoint website. With workflow, departments, and permissions in mind, we started with a planning stage before the software was installed and followed the process all the way through configuration. By writing actual tutorial documents with screen captures, we showed Beneficial Bank how it could configure departments by using the software. We set up a branded interface, which required us to bypass the pre-made templates and create our own from scratch.
Some of the benefits of the solution we provided include:
- Customized and optimized employee-centric software for the company’s needs
- Improved standard template layouts and user-friendly, branded interface
- Accessible tutorial documents on configuration for bank employees for easy updating
- Improved and streamlined department collaboration for increased productivity