Point Breeze Credit Union launches engaging intranet platform

with the help of IC Thrive’s Tailored Experience process

By IC Thrive - Case Studies

About Point Breeze Credit Union

Point Breeze Credit Union is one of Maryland’s largest credit unions, with assets exceeding $850 million and 120 employees that serve more than 60,000 members. A full-service financial institution that is member-owned and not-for-profit, Point Breeze offers easy, reliable banking with offices in Hunt Valley, Rosedale, Bel Air, Westminster, and Owings Mills, as well as more than 5,600 shared branch locations and 30,000 surcharge-free ATMs nationwide.

Membership in Point Breeze is open to individuals who work, worship, or volunteer within 20 miles of a Point Breeze location. Point Breeze is federally insured by NCUA and is an Equal Housing Opportunity lender.

Initiatives to improve employee engagement

Kristin Reynolds, Senior Vice President of Human Resources, and Genie Briggs, Senior Vice President of Marketing, are both a part of the senior management team and are responsible for strategic initiatives at Point Breeze. Together, they developed an internal brand strategy to integrate the credit union brand, “Easy, Reliable Banking” to the employee level.

Over the last three years, the team created an all-employee event called “Level Up” that brought in new ideas to help foster employee growth and development, integrate the brand into new hire orientation, and create an environment that promotes participation from employees to contribute to the company culture. Launching a new, user-friendly intranet to replace their in-house intranet solution was another piece of that puzzle.

Launching a new intranet

Point Breeze became an IC Thrive customer in January 2019. However, Point Breeze then became focused on other projects and priorities, and the intranet project was pushed back. The year 2020 brought the COVID-19 pandemic, and the credit union necessarily had to turn its attention to projects that needed the immediate attention of their staff and members. As a result, the intranet project was delayed again.

Even though they understood the value of a complete, user-friendly intranet, it seemed like a complicated and daunting task to undertake, especially with the added complexity of managing change during a pandemic.

That’s when the opportunity to work more closely with the IC Thrive team to build their new intranet came about, through a process called the Tailored Experience. Point Breeze immediately saw the value in partnering with IC Thrive’s in-house experts to help manage their timeline and tasks, handle change during a pandemic, and even work on initiatives they had not considered when originally planning their project.

Point Breeze’s Tailored Experience intranet project

Project planning

The project officially started in October 2020 with an Internal Communications Audit conducted by Erin Raimondo, one of IC Thrive’s Communications Specialists. From the results of the audit, it was clear the focus of the project should be to work on establishing a single source of truth (the intranet, in this case) for Point Breeze.

After defining a launch date of January 2021, IC Thrive helped the team at Point Breeze set clear deadlines for both the intranet content and communications that needed to be sent out to their employees about the launch.

“What we enjoyed the most was the collaboration with the internal team and the folks at IC Thrive. The project kept us on task to meet our timeline. The project also inspired us to add a few final touches (logos, branding, and colors) and to add more value to our offerings. We might not have thought of those things prior to the project meetings.”

- Genie Briggs, Senior Vice President of Marketing

Document management

Because documents were an essential part of the project, both teams worked together to make sure that not only were all the important documents uploaded to the site, but also best practices and user experience were taken into consideration. Erin Raimondo from IC Thrive also helped Point Breeze to maximize their home page layout, focusing on improving employee engagement.

To ensure users had access to the proper documents, Permissions and Employee Profiles were also features the two teams discussed, not only from the technical/how-to perspective but also from an internal communications perspective, as part of governance best practices.

Intranet project launch

For the intranet launch campaign, the Point Breeze team had a communications calendar that included presenting the intranet to the leadership team, requesting key users to test the sites, creating a teaser video to get users excited about the intranet, and hosting a virtual scavenger hunt (with prizes) to get employees excited.

The team was so creative that they even created a movie trailer as a teaser before the launch.

And even though Point Breeze officially launched their intranet in January 2021 (exactly as planned), the project did not finish there. The IC Thrive team is still meeting with them occasionally to follow up and get insights around their metrics; both on their intranet and their overall internal communications.

“We got inspired by [the IC Thrive team’s] ideas on how to launch the site. Providing a theme to the launch was helpful in getting employee buy-in and getting everyone excited for the new intranet.”

- Kristin Reynolds, Senior Vice President of Human Resources

The result: a successful intranet & launch campaign

“Aside from launching our intranet, the project brought us a sense of accomplishment and we were reminded of how important the project is (was) because it helps our employees to get their jobs done and communicate with each other. The intranet is the lifeline for our employees; it helps us help our members save time and money with easy reliable banking.”

- Kristin Reynolds, Senior Vice President of Human Resources

Connect and engage your employees
with a single source of truth

IC Thrive’s Tailored Experience

The Tailored Experience is a proven process developed by IC Thrive based on the Drive methodology. When IC Thrive goes through the Tailored Experience with a customer, we have the following goals:

1. Measure and improve internal communications

2. Continuous improvement of internal communications

3. Empower internal communications to act strategically

4. Bring metrics, reporting, and data analytics to internal communications

5. Give internal communicators a seat at the leadership table

Because Drive is a “tailored” process there is no script; the IC Thrive team—our Communications Specialist and Customer Success Manager—meets with the customer’s team and works on their needs every week for about 12 weeks. The Tailored Experience also includes milestones and check-in points along the way to keep the journey on track.

The process starts with an Internal Communications Audit, conducted by the Communications Specialist. After the audit a report is drafted, which includes a General Score that is used as a baseline for that organization to measure growth. From that point on, the two teams meet weekly and work both on internal communications concepts and on IC Thrive’s software solutions.

For both our Source (intranet software) and Reach (internal communications software) customers, we have observed some trends:

1. Faster launch: on average, Tailored Experience customers launch their intranet sites 75% faster than customers without (12 weeks vs. 52 weeks).

2. Communication tied to business goals: the Tailored Experience creates a way to bring your communication plan alive within your organization, allowing you to measure the impact communication has on achieving your goals.

3. Increase engagement in the project: on average, Tailored Experience customers have 3.6 people involved in the project. Customers without the Tailored Experience have, on average, only 1 person involved in the project.

You can see how our Tailored Experience process works in the infographic below:

Learn more about Source intranet software & the Tailored Experience

Interested in learning more? Book a demo now and discover how Source intranet software combined with the Tailored Experience can set your organization up for success.