Teams, SharePoint, OneDrive, Microsoft 365
Large (22,000+ employees)
Australia, New Zealand
They are healthcare leaders, offering services ranging from health insurance to aged care, optical and dental. Their core purpose being: “to help people to live longer, healthier, happier lives”.
Since 2019, Bupa has progressively moved staff in their Australian business to Microsoft 365 (M365). The move was part of their broader five-year growth strategy which outlined four core pillars of success: focus, collaboration, accountability, and pace. It was quickly apparent that Microsoft 365 would be a catalyst in creating an environment where employees could collaborate whilst accelerating the pace of delivery. Dee Eldridge, Digital Workplace Manager, said: “Moving to a cloud-based platform was pivotal in uplifting the capabilities that our people need and expect”.
Due to a lack of dedicated change & adoption during the early phases of the project, Bupa faced slow adoption rates after launching Microsoft 365 to their corporate functions in 2019. With phase two migrations due to commence in March 2020, Bupa enlisted the help of Engage Squared to support change & adoption efforts and increase the use of key collaboration platforms, like Microsoft Teams, across the organisation.
Project kick-off coincided with the first Covid-19 lockdown, which quickly escalated the project to business-critical. Remote working went from being a nice-to-have to a must-have overnight. “The stars were aligned given the timing of this project. Suddenly everyone wanted cloud computing yesterday” said Kav Moodaley, Senior Project Manager. The original approach was quickly scraped, as it focused heavily on in-person engagement, and replaced with a new, entirely virtual, change strategy.
The aim of the strategy was two-fold. Firstly, to define an approach that would support the immediate needs of employees. Secondly, to outline the bigger picture and an initial roadmap to continue maturing Microsoft 365.
The audience were split into three groups:
Across each group, there was a concerted effort to baseline a minimum standard of proficiency. This focused heavily on Microsoft Teams and other key tools to support working from home scenarios.
M365 business scenarios were defined in addition to establishing base-level proficiency of the toolset. This was core to ensuring long-term adoption of M365 and laying the foundation for ongoing maturity. To understand the opportunities for improvement, questionnaires, focus groups and 1:1 interviews were used. The scenario-based training focused on coaching employees on outcomes rather than specific tools. They consisted of ‘running smarter meetings’, ‘managing people’ and ‘managing tasks’.
A project team at Bupa managed to slash meeting minutes from 60 minutes to 30 minutes after embracing Microsoft Teams. This translated into 5,760 minutes or 96 hours saved in the final two months of the project. The project team are part of a wider programme focusing on maximizing customer value. It consists of 1000 employees from 40 different teams working on up to 60 projects annually. Their move to Microsoft Teams helped them to streamline work processes and cut meeting length. Speed to market and overall quality increased meaning more value for customers. Halving meetings across the whole portfolio has the potential to save up to 14,400mins / 240hrs per typical project.