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Case Study | NZ Home Loans

Digital Transformation: Microsoft 365

NZ Home Loans

NZ Home Loans

NZHL is a home loan and insurance adviser network that approaches things a little differently by providing personalised service with continuous coaching, a smart home loan structure, and advisory support and tools that put clients in control. With around 70 locally-owned businesses right across New Zealand and 25 years of experience in the market.

NZHL was using a traditional intranet which resulted in a lack of information discoverability, ineffective search, lack of personalization, and it's siloed from other digital workplace tools and lots of manual processes & forms which needed a total transformation and the modern approach.

We digitally transformed their intranet which helped their employees quickly search and find the information needed with a modern, intelligent, and personalized approach. We have automated the manual process and workflows involved in using Power Platform tools and helped them move away from using 3rd party services (like SurveyMonkey) resulting in cost reduction.

We partnered with NZHL support office team and understood the existing challenges from business users through multiple workshops and showcased various templates, tools, and options to deliver the best possible solution and tailored to NZHL’s needs.

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