Case Study: Digital Transformation for the National Restaurant Association

The National Restaurant Association (NRA) faced significant challenges with legacy business processes, inefficient workflows, and fragmented communication tools. To address these issues, a multi-phase digital transformation initiative was launched, focusing on modernizing forms, workflows, and intranet capabilities.

• The NRA relied on outdated, manual processes for critical business functions, leading to inefficiencies, tracking difficulties, and inconsistent user experiences.
• There was a need to migrate and unify these processes into a digital environment with minimal disruption to daily operations.

• Many forms, such as Team Member Referral, FMLA, and Professional Development, required integrated workflows and global components for consistency.
• Ensuring comprehensive documentation and training for end-users was a persistent challenge.

• The existing SharePoint intranet lacked a cohesive hub site architecture, global navigation, and effective communication features.
• Departments struggled with knowledge sharing and site administration due to insufficient user guides and training.

• Conducted thorough inventories and workshops to document, prioritize, and migrate forms and workflows using Microsoft PowerApps and Power Automate.
• Developed global form components and active workflow tracking to ensure consistency and efficiency.
• Delivered comprehensive documentation, training sessions, and ongoing support for staff during and after implementation.

• Promoted the root SharePoint site to a hub site, connecting all department and team sites for unified navigation.
• Developed features such as global navigation, knowledge centers, and search centers to improve communication and knowledge sharing.
• Redesigned HR and communications sites for better usability and provided user guides and training for administrators and end-users.

These projects collectively enabled the NRA to:

• Modernize and automate critical business workflows.
• Improve efficiency, tracking, and user experience across departments.
• Enhance organizational communication and knowledge management.
• Ensure successful adoption through robust training and ongoing support.