Quick wins – ideas to implement now for a better tomorrow

If you’re planning a road map for your organisation’s Digital Workplace, supporting remote work or simply looking to enhance user experience and productivity, these ideas might inspire you.
Naturally, the best course of action is to first identify which pain points are causing the greatest user problems. Our 6I’s of Digital Transformation provides a clear framework for this process.


Digitise & automate your top 3 forms or processes

Forms like leave requests, new IT hardware requests, expense submissions, incident management, purchase orders, vendor evaluations and employee evaluations are obvious candidates for digitisation and will likely have a significant impact on day to day workload and frustration levels.

Business Intelligence dashboards

Incorporating some simple BI dashboards into your intranet or digital workplace can give a great boost to productivity as well as engagement. Power BI can easily display results from Sales, Marketing, Logistics, Production and Customer Service to highlight wins, flag potential issues and provide an overview to management.

User education

It’s not all about the gadgets, training users can have a huge impact on their own productivity with the bonus of fewer Helpdesk calls. Set up some online training videos on how to search SharePoint and OneDrive properly, document management basics, Teams and Outlook integrations, Power BI for dummies and security awareness. You can create on demand training modules via Teams meetings recording capabilities and Microsoft Stream integration with Teams.

Experiment with AI

I just deleted an important file! My internet is slow! I can’t log in! Training can’t prevent all your Helpdesk calls, but you can reduce them even further by creating a Q&A bot to answer common questions and guide self-service.

Pilot document migration to the cloud

Moving your whole document solution online might be a big job, but why not demonstrate the benefits by piloting with one department or team within your organisation? You can also pilot other initiatives such as metadata management and search or collaboration and document management with external organisations.

Planning for the medium term


Full document migration to the cloud

Now that your executive team is fully convinced of the benefits, it’s time to move to 100% cloud-based document management systems. Align your stakeholders early including business, networking and security teams. There is no one way to migrate from on-prem to cloud, and it’s probably best to engage a specialist at this point to minimise business disruption and ensure an optimised cloud environment.

Expand AI into analytics

Ready to go beyond Q&A? Consider connecting AI into your business information and data warehouses to provide predictive analytics, operational insights and natural language interactions like chatbots and voice response systems.

Integrate your intranet with your HR, Payroll or Helpdesk systems

With app-switching a major productivity issue and engagement a major intranet adoption issue, it makes sense to present consolidated information that people value within the intranet – namely their pay, their leave and their IT issues!

Integrate your CRM with SharePoint/Teams

Integrating Salesforce or Pega with SharePoint has many benefits: you can surface CRM documents with Enterprise Search, update your IA for better accessibility and governance with automatic metadata population, generate time-saving templates and save server space by moving documents to the cloud.

Replace desk phones with softphones

With today’s remote work focus, software-based phones are becoming a necessity, bringing all the functionality of a desk phone into your laptop as well as offering video calls & conferencing, chat, SMS and funky things like drag and drop call transfers and visual voicemail.

Digital Approval and Digital Signatures

Still telling people to “print, sign, scan and send’? Do you have customer or internal processes that start as electronic, only to stumble at the last hurdle and require a physical signature? Save time, paper, storage space and reduce the risk of forgery with digital approvals.

Whether you just need some fast results or have the opportunity to implement some more significant changes that will really boost productivity now and in the future, WebVine is here to help. Contact us for a chat today!