Key stats and facts
93% more effective stand-up process
25% faster benefit sign up time
100% successful phone system roll out to 35 offices
The challenge
Mariner Wealth’s IT Team was tasked with overhauling the company’s telephone system. With 685 employees spread across 35 locations, using multiple devices and service providers, the company needed to streamline and unify their systems.
They wanted an easy-to-use digital solution to help them manage the project; to collect the data needed, improve information sharing and help support continued communication throughout the project; not only between the team and employees, but within the team itself.
The solutions
Using The Bot Platform, Mariner Wealth were able to create a series of automated tools and assistants that integrated with Workplace, managed the project and now continue to help support improved communication within the team.
Click below to explore some of the solutions Mariner Wealth have built using The Bot Platform
- RC Rollout
- HD Stand-Up
- Open Enrollment
The RC Rollout bot helped the IT department improve communication around the project by using broadcasts to alert the company and then remind each department before the roll out took place. The bot also then distributed the necessary training materials to ensure a smooth transition.
The RC Rollout bot allowed Mariner Wealth’s IT team to easily communicate the roll out of a major technology change with as minimal disruption to staff as possible.
Key Features:
- Direct communication to staff to share key information, dates and deadlines around the roll out
- Training support – access for all staff to training materials on the new phone system
- Two-way communication between the team and staff to gather requests and answer questions
Mariner Wealth then moved on to using bots to automate other forms of knowledge sharing, in this case to help make the IT team’s daily stand up meetings a more efficient use of everyone’s time. The HD Standup bot has helped consolidate the process, whilst maintaining all key information sharing.
Key Features:
- Daily broadcast to each department member
- Responses collated in their Workplace IT group
- Information sharing visible to all team members
- Efficient project tracking
Following the success of their other bots, Mariner Wealth recognised that The Bot Platform’s automated solutions could also remove the headache of Open Enrollment season for their HR teams.
Their Open Enrollment bot helped automate the process of communicating information of yearly benefits to staff and reminding them to sign up.
Key Features:
- Direct communication and reminders to staff to sign up for yearly benefits
- Automated messages, saving the team huge amounts of manual admin hours
Business impact
By using bots on Workplace, Mariner Wealth have created automated, digital solutions that help with internal communication, knowledge and information transfer, team management, staff collaboration, new technology rollouts and HR comms – all while saving their staff time and helping them be more productive at work.
- 100% successful phone system roll out to 35 offices: What would have been a complex and time consuming project, was automated and simplified to great success.
- 93% More Effective Stand UP Process: Using bots on Workplace, what used to take each team member 30 minutes of time every day, now takes just 2 minutes each day- making the standup process 93% more effective, all whilst sharing the same information between the team.
- 25% faster benefit sign up time: Smoother, more efficient open enrolment sign up, saving hours of manual administration time for the HR teams.
Here's what Justin had to say
Justin Stolberg
Before bots we would have been blasting staff with emails, hoping they read information posted to our intranet, and spending huge amounts of time replying to and helping different employees along the roll out. Using a bot, we were able to simplify everything, automate the comms process and put all the relevant information in one place for our staff.
