Brandon Edwards, President and COO
Davies is organized into specialized practice groups that cut across multiple offices and time zones in order to service clients nationally. Over the last four years Davies tripled in size, and consequently began to experience a few communication issues. With a flood of new staff and an expanding organizational footprint, Davies’ capacity to coordinate internal communications, facilitate knowledge transfer, and keep new staff connected to the Davies culture was pushed to the limit. A new solution was clearly needed. That is when Phil Stone, Executive Vice President of Operations, turned to Socialtext to help Davies solve their problem.
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Phil Stone
Executive Vice-President of Operations
The Davies senior leadership team established a program called “A Better Davies.” The team’s idea of “better” was not about the pursuit of perfection. Rather, “better” was an initiative to infuse a commitment to continuous improvement of the firm’s service to clients into its cultural DNA.
Phase one of this initiative was to create a communication platform to facilitate the “better” conversation, and to capture best practices and processes in a central location. The objective was to enable cross-pollination of innovation, by providing a platform for having open discussions and sharing information. By using Socialtext workspaces instead of e-mail, information became centralized. Information that used to reside solely in an individual’s head is now available to everyone. This broadened the reach of knowledge for Davies, and reduced the distraction and inefficiency of answering the same question multiple times, via individual e-mails. Pages in the shared workspaces are tagged, categorizing and grouping similar information. This makes it easy for people to find content quickly. Finally, by centralizing information, Davies delivers a more consistent message, and has improved on-time deliverables to clients. Now, employees spend more time adding value to clients rather than searching for information or duplicating effort.
Phil Stone
Executive Vice-President of Operations
Davies’ growth brought new opportunities and a flood of new staff to the firm. Along with this came a challenge to speed up the on-boarding process. To solve this, Davies turned to the profiles and social networking features of Socialtext People. By leveraging detailed profile information, including subject matter expertise, areas of interest, and projects assignments, employees gained the ability to easily discover and build relationships with the peers best suited to help them. Within these social networks, people can see what others are working on, who they are working with, and learn about updates to important information. Like most services firms, Davies works on a billable structure, so getting people trained and into the field quickly is extremely important.
Making Davies “better” had a third component: cultivating and propagating the best of Davies culture as the firm continues to grow. The firm's expansion added numerous new faces and locations, which made it challenging to maintain a sense of cultural “one-ness” across the firm. With the team spread out across remote offices and traveling extensively, it was difficult for employees to share updates of either a professional or personal nature. Whether it was a question about a client project or an announcement about a birth or engagement, Davies wanted to make it easy for everyone to stay connected and informed about what was happening company-wide. They added Socialtext Signals, a microblogging application, to do just that. Now it is easy to share concise bits of information with everyone in the company in real-time, including sending a Signal when a workspace page is updated with new information.
To help bring all of these new tools together, Davies customized a Socialtext Dashboard, delivering a social intranet for everyone to access. They laid it out so it shows content from various workspaces including blog posts with the latest news and important information, and so it gives web access to Socialtext Signals.
Davies also used their Dashboard to highlight two very popular internal programs:
Lisa Bertero Palmer
Senior Vice President
The team at Davies understands that technical challenges, as well as issues with cultural adoption need to be overcome to ensure success. Based on past experience, Davies focused their effort on a strategic, staged roll out, starting with their senior staff. Senior staff were introduced to the tools, trained to use them, and given the challenge of adding content to the system daily for 21 days. Davies then identified and trained subject matter experts in key knowledge areas to boost the content prior to introducing Socialtext company-wide. As more employees were invited to participate, the content began to be more dynamic. People began to comment, contribute, and share their knowledge and insights. Davies was becoming “better.” By the time Socialtext was rolled out to everyone, the workspace was rich with a wide variety of dynamic content and subject matter expertise for everyone to benefit from and engage with.
Today, with the help of Socialtext, the people at Davies are better connected to one another and to the firm’s bigger picture. Employees are more informed about what everyone is working on and they know exactly where to find the people and the information they need to help them do their jobs better. Although Davies has greatly improved its internal communication with the integration of Socialtext into the firm’s daily operation, the biggest winners are their clients. For Davies, helping their clients win is what it’s all about.
A people-centric collaboration strategy can dramatically accelerate business processes and reduce cycle times. Forrester Principal Analyst for Enterprise Collaboration, Rob Koplowitz outlines how to get dramatic business results from your collaboration strategy by making it people-centered.