SUCCESS STORIES

Kreissparkasse Saalfeld-Rudolstadt

Knowledge management and organization manuals in the financial sector: Learn more about how Hallo Welt! inroduced an enterprise wiki and blog for the savings bank “Kreissparkasse” in Saalfeld-Rudolstadt.

It is well known that many things are over-regulated in Germany. Instead of promoting creativity and entrepreneurial thinking and acting, too many regulations lead to a loss of overview and redundancies; in extreme cases even contradictions. The introduction of web 2.0 is therefore about breaking down knowledge silos, sharing newly acquired knowledge among employees and doing so at a central location that is accessible to everyone, e.g. the intranet. Employees should be provided with an information platform that motivates them to actively participate and creates a recognizable added value.

The wiki of the Kreissparkasse Saalfeld-Rudolstadt combines both requirements. One part of the Wiki meets the legal and supervisory audit requirements. This part fixes the order of business operations in writing and is therefore equipped with release and workflow processes. On the other hand, there is a free area in which the staff can freely document. A blog supports this system by providing a more non-binding form of information transfer.

In order to ensure a sufficiently broad basis of support and initiative, on the one hand the support of the management was indispensable. On the other hand, it needs users who see a real need and, last but not least, a suitable service provider. Once the project gets underway, the users are the main focus, because they will be working with the system later on. Therefore, employees from various departments of the company were involved in the planning from the very beginning. If the requirements of the users are taken into account at an early stage, acceptance problems and a development that bypasses the user can be avoided later. In the case of the Kreissparkasse, central tasks were first clearly presented and a name for the platform was defined: S-Pedia.

IndustryBanks, Finance, Insurance
MarketService provider
HeadquarterSaalfeld/Saale, Deutschland
Employeesunknown
ProductBlueSpice pro
GoalDevelopment of an organization manual
Use CaseOrganization manual
Websitewww.sparkasse-saalfeld-rudolstadt.de
Phone+49 (0)3671 888-0
PortraitAs part of the regional reform in the Free State of Thuringia adopted in 1994, the savings bank structures were adapted to the new district boundaries. As a result, the previously independent Kreissparkassen Saalfeld and Rudolstadt (founded in 1834 and 1823) merged in 1995. In the course of this, 6 branches and 4 agencies of the Kreissparkasse Sonneberg as well as 1 branch of the Kreissparkasse Saale-Orla were affiliated to the newly created savings bank.

The Kreissparkasse Saalfeld-Rudolstadt is market leader in its business area. As a universal bank, it offers financial services and thus addresses private customers, companies and municipalities in its business area – the district of Saalfeld-Rudolstadt with more than 20 branches and self-service locations.

Source: wikipedia

Together with Hallo Welt! the following challenges were tackled:

1. Which contents should be displayed?

The wiki should map the organization manual, i.e. the areas: Process and structural organization, operational organization, personnel organization, but also safety, material and resource organization, as well as corporate management. There is an area that must meet strict auditing requirements, but there is also a free area that is currently mainly used as a kind of glossary. Questions such as “What is a cost center?” and “How is a reference interest rate calculated?

2. How to comply with legal requirements of the audit?


The revision requirements are very strict, so the Wiki had to offer solutions. We have a solution in the form of a workflow and release mechanism that is only activated for the organization manual. The business organization can now carry out the review regularly.

3. How can existing regulations in office format be integrated into the Wiki?

Many documents were stored in Office formats on different drives. These were integrated into the Wiki and are now centrally located in one place and searched by the search function. Changes are now easier to track and the documents receive more attention. This motivates the authors to update and improve the manuals.

4. Present the competencies of employees in a transparent manner


In a savings bank with 350 employees, knowledge about the competencies of the employees must be quickly available, which is why we have created user profiles in which the areas of responsibility and interests of the employees are made transparent. Name, organizational unit, telephone number etc. are taken from the central data administration.

5. Reduce the information overflow and promote communication

During the joint meetings with the users it became clear that there was a surplus of information due to non-filterable information letters, information e-mails and the like. Therefore we have integrated a blog into the wiki; news are now posted centrally. Topic categories can be subscribed to according to interest and responsibility. However, the section “Information from the Board of Management”, for example, is mandatory. In just a few days, the blog developed into a lively communication platform with productive comments and valuable contributions from all of the Bank’s specialist areas.

Screenshot: The main page of the S-Pedia refers to important new features

Lessons Learned

  • Open Source Software has saved us costs. Because instead of investing money in a vendor lock-in, it is invested in sensible consulting and adaptation services as part of the cost of action.
  • An experienced and competent service provider is of great importance to make the wiki user-friendly, to meet revision requirements and to select suitable extensions.
  • Especially the part of the wiki that has to meet the revision requirements is of great importance. Therefore, a lot of time must be planned to discuss the processes available in-house with the service provider in order to be able to map them appropriately in the wiki.
  • When the existing organization manual was taken over, many documents could be disposed of because they were outdated or redundant.
  • It is difficult to develop new templates and standards. Reading and orientation habits must be brought into line with the possibilities of the new system. In terms of article numbering, however, it brought significant advantages, as the wiki eliminates many numberings, which increases readability.

Conclusion

Information is found again; it is linked in such a way that necessary knowledge for a situation can be developed for itself. Linking to corresponding documentation sections saves long leafing through instructions. In general, communication is completely different, because questions are only asked and answered once, and can be read by everyone.

Next Steps

Almost every day we have new ideas on how to expand the system and make even better use of it. For example, we want to introduce “homepages” for individual areas, which can be used specifically for area marketing. Area-specific or even personal pages are to be used to replace even the still existing hand files with an automatically updated version.

This story is a summary of the article “Finally more time for business through Web 2.0 – The Kreissparkasse Saalfeld cracks its knowledge silos and finds a new way of dealing with rules” by Christian Sauer (Head of Department IT and Business Organization of the Kreissparkasse Saalfeld-Rudolstadt). The article was published in the November & December 2012 edition of the newsletter “Banken-Times Spezial” of the Finanz Colloquium Heidelberg.

Request an orientation call

* = Mandatory

Alternatively

Give us a call:
+49 941 660 800

Or send us an E-mail:
wiki@bluespice.com

We look forward to meeting you personally soon!

Your BlueSpice team

Orientation

Orientation Call

We guide you individually through BlueSpice.

Webinars

Our webinars

Life is live.
Visit one of our webinars!

Trial wiki

Try out BlueSpice

Try BlueSpice pro for 30 days. Free of charge.

Events

Our events

We’re looking forward to meeting you at an event.

Career
at Hallo Welt!

Karriere

You think wikis are as cool as we do?
Great, because we are always looking for dedicated employees (m, f, d) who bring fresh spice to the BlueSpice team. Our job offers …

0
years of experience
0
countries worldwide
+0
downloads
0
enterprise extensions
0
code commits
authentication

BlueSpice is a brand of Hallo Welt! GmbH, a worldwide leading provider and consultant for MediaWiki solutions.
Our company was founded to make the technology and concepts of Wikipedia usable for companies. Since 2007 we have been developing the knowledge management platform BlueSpice based on the open source software MediaWiki. With our growing team of more than 20 employees, we offer companies an enterprise software for the implementation of integrated management systems, documentation systems, organization manuals, intranet wikis and flexible knowledge bases. We ensure that your wiki project is professionally planned, implemented and maintained. Let’s wiki together!