Delivering an Innovative Bank Intranet Powered by SharePoint and Involv

As a bank communication expert, you understand the importance of effective internal communications and collaboration. However, a legacy intranet fails to connect employees and hinders innovation.

That is why one of our clients in the banking sector, a leading financial institution, led the implementation of a modern SharePoint and Involv intranet. The result: an intuitive platform with robust search, personalised content and integrated tools like Microsoft Teams – proving that investing in technology and change management pays dividends through increased productivity and a competitive edge.

About our client: a leading financial institution

The client is a leading financial institution in Europe. The organisation was established as a spin-off from a larger financial group and has since built a strong reputation as a reliable and customer-focused bank. Since 2011, the institution has operated as an independent entity and was eventually reintegrated into a broader governmental structure.

The bank serves both individual and business clients and offers a wide range of financial services. Through its focus on stability, customer-centricity and sustainability, the institution has grown into a major player in the European market.

Key strategies

• Customer-centricity – serving clients in a personal, efficient manner, with solutions tailored to their needs.
• Innovation – continuously investing in technological advancement to optimise processes and improve services.
• Sustainable finance – strongly committed to corporate social responsibility and community engagement.
• Community investment – supporting projects such as affordable housing, educational programs and cultural events.

The need: modernising a dated SharePoint intranet

For years, the bank's intranet ran on an on-premises SharePoint installation. As the workforce grew increasingly mobile and tech-savvy, this legacy platform struggled to meet modern needs. Information was difficult to access, silos persisted across teams and branches, the user experience felt clunky, and the old structure made it hard for employees to find the resources they needed.

Modernising was crucial for unleashing productivity across the hybrid workforce. By migrating to SharePoint Online with Involv Intranet on top as a CMS, the bank gained a future-proof, intelligent intranet that surfaces personalised, contextual content based on an employee's role, location and activities – with advanced search that keeps information just a few keystrokes away.

Beyond functionality, the modernised intranet also amplified the bank's brand identity: detailed branding guidelines were meticulously integrated across all sites and pages – colour palette, typography, iconography and multimedia – for a cohesive, on-brand experience. The result is an innovative, future-proof foundation: an intelligent hub for knowledge sharing, collaboration and productivity.

Our strategy: a SharePoint-powered intranet with Involv

Based on the bank's information architecture, the latest Microsoft technology and best practices, a new information architecture was created – an intuitive structure that simplifies navigation, improves discovery and increases productivity.

Key considerations

• Organising content logically by department, role and task, reflecting how employees naturally search for information.
• Standardising metadata and taxonomy to enable powerful search.
• Integrating line-of-business applications and data sources for a unified experience.
• Embedding rich media – video, audio and interactive elements – to bring information to life.
• Using data and analytics to personalise and optimise content delivery based on roles and behaviour.

We then crafted an exceptional user experience with intuitive intranet, page and web-part designs, leveraging Involv's expertise – a visually stunning, personalised intranet tailored to diverse roles and responsibilities.

Migrating and consolidating existing information

A seamless transition was paramount. We developed a robust migration plan to consolidate scattered information from disparate sources into a centralised, searchable information base, with meticulous content auditing, organising and mapping to ensure a cohesive, logically structured repository.

Fostering collaboration and empowering employees

By integrating powerful SharePoint capabilities, we enabled seamless document management, real-time co-authoring and secure information sharing. Robust social features facilitate cross-functional communication and knowledge exchange.

Launching and driving adoption

Successful adoption is critical. We orchestrated a comprehensive change-management plan with targeted communication campaigns, training programs and ongoing support. By engaging employees early and addressing their concerns, we fostered a sense of ownership and excitement, paving the way for a smooth launch.

The technology stack: SharePoint, Microsoft 365 and Involv

Microsoft SharePoint Online

At the core lies Microsoft SharePoint Online – a powerful, flexible cloud platform for collaboration, content and document management that integrates seamlessly with Microsoft 365 tools such as OneDrive for Business, Microsoft Teams and Microsoft Viva. On its own, however, SharePoint Online lacks the customisation needed to create a personalised, brandable, unified communication experience.

Microsoft Viva integration

Microsoft Viva, a comprehensive employee-experience platform, empowers employees with personalised insights, learning opportunities and access to community resources directly within the intranet.

Involv's intelligent intranet platform

Involv, a leading provider of modern intranet solutions, plays a pivotal role. Built on top of SharePoint Online, it leverages its robust capabilities while adding a layer of customisation, enhanced user experience and advanced features tailored to the banking industry. With Involv, the intranet becomes a dynamic, intelligent hub with personalised content, seamless search and intuitive navigation.

Seamless integration and customisation

Involv's platform lives on the customer's own tenant, in true symbiosis with the Microsoft 365 ecosystem. It can be fully aligned with the bank's branding, workflows and specific requirements – a tailored solution that drives collaboration, knowledge sharing, efficiency and employee engagement.

Measuring success: adoption, engagement and productivity

Adoption measurement

Microsoft's built-in tools – SharePoint usage reports and Microsoft 365 usage analytics – are often limited and not tailored to internal communication experts. The Involv Analytics Center provides a central dashboard with all the key metrics to track the agreed KPIs: page views, likes, active users, site visits, content interactions and more. Microsoft AppInsights adds engagement signals like click paths and dwell times.

Engagement insights

Surveys gather structured and unstructured feedback on user satisfaction, feature usefulness and workflow impact – revealing how employees experience the intranet and where it can improve.

Regular stakeholder meetings

Success isn't a one-time achievement; it requires ongoing tracking and optimisation. A cadence of quarterly stakeholder meetings allows interpreting the latest metrics, identifying opportunities and prioritising enhancements. Combining quantitative analytics with qualitative feedback provides a holistic picture – and ensures the intranet keeps delivering increasing value over time.

Conclusion

You now have a solid understanding of how this bank successfully delivered an innovative intranet to better connect employees and improve collaboration. By partnering with Involv Intranet to leverage SharePoint, they created a modern digital workplace aligned to their business needs.