Background
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.
Problems Addressed
Legacy Forms and Workflow Inefficiencies
- The NRA relied on outdated, manual processes for critical business functions, leading to inefficiencies, tracking difficulties, and inconsistent user experiences.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.
Complexity in HR and Business Processes
- 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.
Lack of Unified Intranet and Communication Tools
- 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.
Solutions Implemented
Phased Forms & Workflow Migration
- 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.
Hub Site Enhancements
- 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.
Results
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.
