Collaboration with Change Management strengthened: LGT relies on Microsoft 365 and Copilot

Strict change management was essential for the global implementation of the digital workplace, which ensured the introduction of 5,000 employees. For this purpose, a suitable training concept was created that adapts to the size of the company and is updated to enable continuous knowledge building. Initially, webinars were offered to provide LGT users with basic knowledge. These were regularly supplemented with new video learnings on topics relating to effective task management, successful online meetings and structured surveys. A comprehensive training portal, the Digital Workplace (DWP) Resource Center, supported this process. In addition, the DWP was continuously developed with new features from Microsoft and feedback from LGT end users.
isolutions is a permanent member of the agile setup at LGT and provides ongoing support with appropriate change management measures: Among other things, the conception of the DWP, the recruitment and training of 150 internal champions, the development of a comprehensive communication and training strategy, the ongoing support of the rollout of numerous tools and functions of the Microsoft 365 platform (especially Microsoft Teams) or Miro. In its role as a "first mover", isolutions was also able to advise LGT on advanced topics such as Power BI, Digital Employee Experience Management and improving the employee experience with Microsoft Viva. All this with the aim of enabling employees to use the DWP productively in their day-to-day work in order to save time and invest it in value-adding activities.

At the Digital Workplace (DWP) level, it was of central importance to design and implement the agile way of working for the teams. In order to strengthen the understanding and application in the teams, isolutions developed and conducted training courses on agile working methods such as Scrum and Scrumban. In addition, isolutions provided the roles of Scrum Master and Release Train Engineer in the initial phase and was responsible for the planning, execution and moderation of PI planning to ensure a smooth implementation of the product increments. Continuous agile coaching accompanied the digital transformation at all levels to ensure that the teams worked together effectively and agilely. All of this was implemented in close collaboration with the LGT Agile Transformation Office. These measures fostered a dynamic and adaptive working culture that strengthens the company's agility and innovative power. At LGT Corporate level, isolutions also helped with the design of the agile setup and integration into the Confluence and Jira systems. Furthermore, the participation in the Scrum Master Guild was of great importance to promote best practices throughout the company.

LGT was excited about the opportunity to use Microsoft 365 Copilot and act as a pioneer. In order to evaluate the added value and time savings of Copilot, isolutions conducted an extensive pilot phase with LGT. The focus was particularly on the use cases of meeting management, internal communication in teams and the use of Microsoft 365 Copilot as a secure alternative to ChatGPT to ensure the confidential handling of data. The pilot phase also included the piloting of Microsoft Teams Premium and the new Teams (Teams 2.0). Carefully selected users were recruited for the pilot at the beginning to cover a wide range of job profiles and regions. These users were informed about the objectives in several webinars, trained in the use cases and supported with instructions and guidelines. They shared their experiences in a community and in standardized surveys. At the same time, the change management team continuously activated the users with tips, tricks and tasks to support the success of the pilot phase.
An initial evaluation of the pilot showed that users save an average of 20 minutes per week thanks to Copilot in Microsoft Teams. Given the size of LGT, this time saving adds up to thousands of minutes per week. The time savings already experienced through the use of Copilot in Microsoft Teams make LGT confident. The expected increase in efficiency with Microsoft 365 Copilot in other applications such as Outlook, Word, Excel, PowerPoint or OneNote inspires LGT and therefore forms the core of the next steps. In addition, the development of comprehensive governance for the Copilot rollout is of the utmost importance to ensure a seamless implementation and to further maximize the added value for the company.