Verdo ensures quality of workflows with consistent file management

6. jan 2023

After a long process, thorough preparation, and finding the perfect technological match, Verdo can now check off their desire for a unified documentation and process management platform.

Verdo is a Danish energy conglomerate that operates and develops sustainable critical infrastructure. Verdo is among Europe’s leading suppliers of sustainable, certified biomass for industry and district heating plants, and Denmark’s largest operator and maintainer of street lighting. Additionally, Verdo supplies their customers with heat, water, and electricity around the clock, all year round.

“As I see it, there is only one solution on the market for document management if you go the Microsoft route, and that is WorkPoint. We have obtained a solid and flexible solution, and we automatically benefit from all the good things Microsoft develops directly in WorkPoint.”

– Thue Stensgaard, Senior IT Project Manager, Verdo 

The right solution took a long time to find

With 18 companies, 550 employees, and five business divisions, there is a lot to keep track of at Verdo, and standardizing processes and systematizing hundreds of thousands of existing documents across such a large organization is no easy task. Verdo was well aware of this. It takes time and internal resources. Therefore, finding the right solution took a long time.

“Everyone agreed that there was a great need for a unified documentation tool, and for several years, we had been looking at different possibilities. When I joined Verdo, there was an internal joke that it was the ‘solution that never materialized,’ so that put some pressure on me from the start,” says Thue Stensgaard, Senior IT Project Manager at Verdo.

 

The choice became obvious when the requirements were clear

Initially, Verdo had a case management tool in mind, but during the process of clarifying their needs, it became evident that the requirements were more extensive. Ideally, the solution should handle cases, projects, agreements, facilities, as well as departmental and company documents. Additionally, the solution needed to support Verdo’s Microsoft strategy. The more they zoomed in on their needs, the easier the choice of solution became.

“As I see it, there is only one solution on the market for document management if you go the Microsoft route, and that is WorkPoint. We don’t need to worry about how we access all the good things that Microsoft develops because we automatically have them in WorkPoint. Moreover, WorkPoint is easy to work with, and we can often customize the solution ourselves, minimizing the need for external consultants and coding. And WorkPoint is brilliant at managing permissions, which was crucial for our need for a unified solution across the entire organization,” explains Thue Stensgaard regarding the choice of WorkPoint.

 

 

digitalworkspace365 as the implementation partner

The subsequent choice of an implementation partner was not difficult either, as both the skills and chemistry proved to be a good match between Verdo and digitalworkspace365.

“I had a good gut feeling when we started, and it has held throughout. digitalworkspace365 quickly understood our business, and the collaboration is based on trust. We receive valuable input on how to solve specific problems, and digitalworkspace365 is good at advising and ensuring that we achieve our goals. We find that what comes from digitalworkspace365 is solid, thoroughly tested, useful, and meets our requirements. And they simply have the best WorkPoint and SharePoint consultants,” says Thue Stensgaard.

 

Focus on the business during implementation

Verdo started with the utility companies where the need was greatest, but other parts of the business have also benefited from the solution. The phased rollout with multiple small “go-lives” made the process secure and allowed for learning.

“Instead of one big ‘go-live’, we ended up having 15 ‘go-lives’, which provided good opportunities to customize the system and learn along the way. We were able to implement according to what suited the organization. This flexibility also allowed us to, for instance, start using an agreement module based on a specific business need brought to us by colleagues. We could quickly adapt the solution to fully replace manual workflows, even if it was not planned at that moment,” explains Thue Stensgaard about the implementation of WorkPoint.

 

A unified solution for the entire Verdo conglomerate

When summarizing what is different today and how Verdo especially benefits from their new WorkPoint solution, Thue Stensgaard emphasizes standardized processes, flexibility, a unified solution, and the strength of the Microsoft universe for both users and IT.

“With WorkPoint and in collaboration with digitalworkspace365, we have obtained standardized processes that optimize our workflows and strengthen our quality assurance. If there is a business need, there is usually a good solution. And now we have the unified solution we have long needed, which provides us with the exact synergy across the conglomerate that we desired. Users quickly adopted the solution because they recognize elements from, for instance, SharePoint. From an IT management perspective, we can only praise the result, because we now have a solution that is much easier to maintain and build upon,” concludes Thue Stensgaard.

 

Three pieces of advice for implementing WorkPoint

Based on his own experiences, Thue Stensgaard, Senior IT Project Manager, shares three pieces of advice for those facing a WorkPoint implementation:

  • Involve the right users early in the process – Spend time finding and involving those who know the business processes. If you have them involved in developing the tools, you will achieve better integration within the organization and better process support.
  • Identify local super users – Involve them in a super user community and equip them for ongoing dialogue with users. They can serve as both 1st level support and contribute to the continuous development of the solution to ensure ongoing user support.
  • Prioritize data preparation – Do not underestimate the task of getting data in order. There is much to consider when going through everything. It is a major cleanup effort, and it is both important and time-consuming.

Challenge

For several years, Verdo had been searching for a case management tool that could be used across the organization. Several initial attempts had been unsuccessful because they either did not encompass the complexity of the conglomerate or were not compatible with the existing IT platform. A unified Microsoft-based solution was an essential requirement.

Solution

With WorkPoint, Verdo has built a comprehensive solution with standardized processes that cover not only cases, but all documentation related to projects, agreements, facilities, as well as departmental and company documents. The unified solution spans across the organization and is fully compatible with Verdo’s Microsoft strategy.

Result

Verdo now has a consistent documentation and process management platform that is flexible and scalable. In collaboration with digitalworkspace365, they continuously expand the solution to support as many needs as possible. Documentation and standardized processes contribute to quality assurance and more efficient workflows.

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