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From the category archives: Customer and Employee Engagement Blog

Blogs related to digital transformation or the digital workplace

Does Your Company Have a WIG?

Occasionally, when engaging with potential clients, I find that they have an excellent WIG, but no plan to get to there. At times, they really don't know what the end goal is or what makes it successful. No problem! My job is to help define the WIG and help clients define what a successful WIG looks like in their organization.



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Easiest Way to Save Time (and FindTime) When Planning Meetings At Work

How much time do you spend organizing meetings? How much time do you spend searching for a date/time that suits everyone on the meeting invite? Do you spend more time deciding on a meeting date/time than you do the actual meeting? If you spend a large amount of time scheduling meetings, FindTime is worth your time to test. Learn more about the time-saving benefits this application has to offer...

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Why Is Stakeholder Engagement Important?

When visiting clients to start a new project, it's interesting to find out that the stakeholders have been excluded from the planning or discovery sessions. If the stakeholder is not included, does that make it an IT project? Is there such thing as an IT project? What's the potential risk of NOT including stakeholders in planning and discovery? What are the advantages of including stakeholders in the beginning stages? Do you want to eliminate process gaps, increase adoption, reduce anxiety, confusion, and frustration during your next project? Keep reading...

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Happy St. Pat’s Day!

🍀 Happy St. Patrick's Day! 🍀

Learn why St. Patrick's Day is so important for customer and employee engagement!

happy-st-patricks-day-from-c5-insight

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When You Are a Hammer, Everything Looks Like a Nail

Are you trying to find a problem to fix with SharePoint or Dynamics 365? Then you might be a hammer looking for a nail...

When You’re Are a Hammer, Everything Looks Like a Nail

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Why Can’t SharePoint Search be as Easy as Google?

Have you ever talked to someone who says, “Searching SharePoint is so easy – I find exactly what I’m looking for every time!”Me neither.Why the gap? And what can be done to close it?Your Intranet is not Like the InternetThe internet (let’s call it the web to avoid confusion) is not like your SharePoint intranet. The web is full of general information and when you’re searching it, you’re usually looking for general results. It is also powered by people who are interested in having their stuff fou ...

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Project Managers Rejoice! You Can Create Multiple Plans for a Single Office 365 Group!

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If you are using Office 365, you are likely very aware that with Microsoft at the controls, they are frequently making a lot of changes.  Sometimes that’s a great thing and sometimes that’s not but on the whole it's a relief to not have to deal with an on-premise environment.  Every month or so, Microsoft releases news about the recent changes that are being released.  After going through February 2019’s update, I noticed a little but awesome change I wanted to call out regarding Microsoft Planner. 

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5 Technologies for a Culture of Celebration

Infographic - Celebration and Employee Engagement

Teams that celebrate together tend to have higher levels of engagement, performance and innovation.  In fact, 81% of employees report that they feel more valued and 77% report feeling more engaged when celebrations are successfully delivered at work.  In this article we explore digital workplace technologies that aid in creating a culture of celebration.

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6 Ways to Celebrate at Work

Celebrate at Work

Workplace celebrations are more than just fun - they create a culture where people are more likely to innovate, engage, and put in extra effort when needed.  Here are 6 ideas for celebrating more, and better, in your workplace.

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The ROI of a People-Centric Digital Workplace

Digital Transformation ROI

 

Organizations are often making big investments into digital customer and employee engagement - without understanding the return.  In this article we explore the ROI of a people-centric digital workplace.

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Mapping SharePoint Task Lists to Microsoft Planner

When it comes to task management in Office 365 and SharePoint Online, you have three choices:

  1. Microsoft To-Do
  2. SharePoint Task lists
  3. Microsoft Planner

Which you use really depends on your requirements and how many people you are collaborating with.

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Failure to Adopt CRM: 7 Myths and 10 Realities

The struggle is real: over 60% of CRM projects fail to gain user adoption. There are plenty of blogs out there on how to get users to adopt.  Today, let's look at the reasons why users don't adopt, and understand the myths and realities beyond these reasons.

Infographic - Statistics on CRM Failure

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8 SharePoint Benefits for Document Management



Does your team struggle to store, find, share and update documents?  You're not alone - Harvard Business Review reports that employees can spend as much as 20% of their time just trying to find the documents that they need to do their job.  Let's look at how SharePoint Document Management can help you solve this problem.

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4 Things Successful Employees Do When Co-Workers Complain

Complaints: Sometimes they’re valid. Sometimes they’re drama. And sometimes they’re toxic.

Companies with great cultures don't leave it to leaders to respond to complaints. Every employee plays an active role in identifying and responding to complaining co-workers.  Here's how they do it.

4 Things Leaders Do When Employee Complain

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Building a SharePoint Digital Workplace Business Case

Ready to upgrade or implement a digital workplace or intranet project, but having a hard time convincing your leadership team?  Building a business case can be a daunting and nuanced process - let's take a look at some proven approaches for getting buy-in for your SharePoint or similar project.

sharepoint roi business case

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Digital Workplace: The New Wild West

Does it feel like "collaboration" technology is disrupting your workplace instead of making it more productive, efficient and engaged?  You're not alone.

Digital Workplace Disruption

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9 Digital Transformation Success Partnership Tips

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Looking for a partner to help you work through a customer or employee engagement digital transformation project? Supporting your transformation requires far more than technical skills. Here are 9 tips for selecting the right partner.
Transforming into a digital workplace is no small task.  A partnership to support your transformation requires far more than technical acumen.  There are many components in a digital workplace support partnership, but here are 9 of the most important (and often missing) that I've found.

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Tired of rework? Learn how to maximize personas in your CRM and Intranet initiatives!

Does this series of images look familiar? Do you frequently hear, "that's not what we asked for" or "it doesn't work the way we expected it to"? You're not alone! Research over the last decade demonstrates that between 30% and 60% of customer relationship management and enterprise collaboration initiatives fail. But why? Some would blame the technology, others might focus on the business process or lack thereof. But, let's stop for a moment and take a look at people. 

clip_image001

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How to Drive, Measure, and Manage Employee Engagement and Adoption

According to Gallup, organizations that successfully engage customers and employees experience a 240% boost in performance. How can you harness that kind of power? Can technology help? We’re going to try and answer those questions for you.

Driving Employee Engagement

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One Simple Rule to Tame the Task Management Beast

Tell the truth – does your task management system look anything like this picture?  Or, are you a manager and see many of your people managing their tasks like this?

Managing Tasks in CRM Outlook and SharePoint Intranet Office365

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Why Communication In The Workforce Is Important

Under-communication, lack of communication, miscommunication, NO COMMUNICATION whatever you want to call it, is a problem in the workforce.

Meaningful communication is much more than issuing a statement. It is a dialogue geared towards reaching common ground.

 

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Poor Master Data Management can be like the Rush Hour Commute

Data is the fuel that powers decisions in almost every type of business.  When it doesn't flow smoothly, the entire business suffers.  In this article we look at what master data management (MDM) is, how poor MDM can create traffic jams, and the basics of keeping your data flowing smoothly.


Master Data Management

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Digital Disruption: A Tale of Two Cities

In today's world, every business is at risk of being disrupted.  What's your plan for disruption-proofing your company?

Disruption proof your business

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Sharing is Caring: Share Knowledge and Transform Your Business!

Organizations that freely share knowledge internally are the ones that tend to bring new innovations to market faster.

Knowledge Sharing with SharePoint

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Privacy vs Personalization: Finding the Balance

GDPR CRM Privacy 

Big data makes it possible to serve more people than ever before. New privacy laws and regulations are regularly being passed to protect us from potential abuses. How can organizations balance the benefits of big data with the need for privacy?

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.