Spekit is a best-in-class, efficiency, productivity and adoption driving tool that promotes and enhances the user and admin experience.
Rolling out Salesforce to a fast-growing, remote team while driving adoption and maintaining productivity.
Spekit provided JLL employees with a seamless, in-app learning experience that was easy to access, easy to use and provided process guidance, when and where the they needed it, at their employee’s fingertips.
Rapid growth and strained resources call for a move to technology
Jones Lang LaSalle (JLL) is an award-winning, Fortune 500 global property consultancy company with a specialization in property services and investment management. They’re a world leader with an entrepreneurial spirit that includes nearly 300 corporate offices, operations in over 80 countries and a global workforce of over 90,000. .
The team kicked off a period of rapid growth, acquiring BRG, a recognized expert in workplace technology consulting and implementation, in 2016, which would go on to become the JLL Digital Solutions (DS) Group.
Their global footprint traveled farther than it ever has before in a relatively short amount of time, resulting in new employees, customers, and opportunities. This dramatic transformation presented a growing need for rapid employee onboarding and integration of new team members.
Onboarding new employees or staff members moving into new roles is just as complex as managing the org itself. From a training perspective, we saw the need for a living, breathing knowledge solution that could provide process guidance, when and where the users needed it, right at their fingertips.
Complexity brings a need for structure
JLL DS has a complex Salesforce org. They not only use not only as their Salesforce CRM, but also for Project Management, Resource Management, Billing and Invoicing of customers. Upper management has long stressed the need for technical documentation on their org in the form of a data dictionary where data field attributes can be documented and defined, including details like who populates the fields, what various values in picklist fields mean, etc.
“Data quality is a big priority for JLL to ensure the impact of this transformation can be measured,” said Marshall King, the Senior Vice President, IT Solutions at JLL.
The problem with keeping this information in Excel is that there’s no true version control, and it’s all but impossible to know who currently holds the most up-to-date copy.
With Spekit’s Salesforce Data Dictionary, JLL was able to begin documentation in minutes, maintain control over that documentation and easily identify any gaps.
“What I loved most about Spekit is that I could start with any record in Salesforce and go through each field one by one, through the lens of an end-user, and create Spekit training content in Spekit right from within Salesforce,” said Ann-Renee.
Spekit provides a single source of truth that saves time, boosts productivity and streamlines comprehension
“The initial setup was painless. After about an hour of the Spekit team walking us through onboarding, the creation of JLL-specific content began,” said Marshall King.
Because of the complexity of JLL DS’s applications, the team decided to start with Sales Management, documenting items such as leads, opportunities and accounts.
To address the major onboarding and training needs required to make this digital transformation a success the team at JLL hired a Training and Documentation Specialist, Ann-Renee Thrash, in December.
It took the team about three weeks to build out the Sales Management content enough to share it with end-users. JLL DS decided to start with a focus group for testing and feedback before rolling out division-wide. The feedback from the focus groups after rolling out Spekit was a home run for the team.
Spekit continues to drive digital transformation as new employees join and new processes are introduced
“Spekit is essential to reinforcing processes and helping to ensure data integrity. It’s also been a critical change management component to communicate important system updates and changes,” said Ann-Renee in this post featured by Salesforce.
Since implementing Spekit, the team has continued to grow and relies on Spekit to provide crucial in-app guidance, at their employee’s fingertips.