Post-merger insurer uses a global intranet to coordinate its workforce

Executive brief
Consolidation for global insurance intranet
custom user permissions
united documents and processes
better workforce cohesion
full compliance across countries
The full story

The challenge
Need for post-merger unification
But there was soon another challenge: the company had decided to merge with several smaller insurers under a new name. This merger meant the existing intranet no longer encapsulated all the company’s teams and processes.
Post-merger, the old intranet experienced the following issues:
- a lack of appropriate user roles and permissions for new staff
- no ability to coordinate processes across multiple countries
- a need to meet more complex compliance rules in a multinational context
- a requirement for rebranding to reflect the company’s new identity
These drawbacks convinced the insurance company that SharePoint intranet development was an urgent necessity.
The solution
Fresh insurance intranet development
Use of best practices and out-of-the-box functionality wherever possible helped us shorten the intranet build time. This approach meant fewer development hours and greater value for the client.
Through SharePoint Active Directory integration, we created a seamless corporate news hub. Features included custom forms, workflows, and metadata-based navigation tools. We specified distinct access permissions for users based on their roles within the company.
Finally, we linked the intranet to the company’s internal and external applications, providing a single interface for all business processes.
The benefits
Supporting the company’s new identity
In summary, the outcomes of this insurance intranet development project were:
- bringing staff from several companies together under one banner
- coordinating multiple teams’ work across divisions and countries
- keeping all staff informed of company news and regulations
- enabling collaboration while maintaining compliance
- providing security through role-based access permissions
Following on from this success, the company has since engaged Influential to migrate its intranet to the latest SharePoint version. We also continue to provide ad-hoc intranet development and support whenever required.