Consolidating Multiple Platforms for Greater Efficiency

RBC Global Asset Management integrates internal web properties for enhanced communication and cost savings.


RBC Global Asset Management (RBC GAM) is an industry-leading asset management firm offering a comprehensive range of investment solutions and services to both individual and institutional investors. Managing $294 billion CAD worldwide, RBC GAM has offices in Canada, the United States, Europe and Asia.



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RBC GAM was using three corporate intranet portals: RBC GAM (US), RBC Asset Management (Toronto) and PH&N OneSource, which supported a total of 750 employees, in their day-to-day tasks. Because the portals were not integrated, staff members were not able to access, communicate and share knowledge as efficiently as they could have been.

RBC GAM decided that a centralized system would help maintain the quality of communication within the organization and keep it consistent with the quality of their business solutions. It would also solidify RBC GAM's corporate identity by providing one point of access for all information and bringing together the company culture and vision within one unifying portal.


Ideally, RBC GAM wanted the new intranet to meet all business and user needs by focusing on several key objectives:

  • Make all related information available to all employees across business units
  • Make information easy to find
  • Improve document management, content organization and search
  • Reduce reliance on email
  • Provide adoption of clearer structured working methods
  • Realize cost savings through efficiency

They enlisted Softlanding's help to explore possibilities, and determined that SharePoint 2010 would be an ideal platform for consolidating the three non-integrated portals while leveraging a new information architecture. The new system would include both out-of-the-box features and custom components and be highly branded to reflect RBC GAM's corporate identity.


An employee directory would also be included as a central piece of the new intranet, which would allow users to search and browse RBC employees and find extended information in their profiles, making them better equipped to communicate internally.


During Softlanding's Detailed Planning Phase, a set of interviews and brainstorming sessions with RBC's business and IT stakeholders provided detailed business and infrastructure requirements. After this information was analyzed, it was clear that a unified intranet built on SharePoint 2010 could deliver on all objectives, and at a relatively low cost of ownership.

Following planning and usability testing, Softlanding appointed a project manager to oversee implementation and work closely with RBC GAM's appointed project manager. The Implementation Phase included a content migration plan, infrastructure implementation, user profile synchronization, site collection structure and implementation, site branding, custom component development, and custom solution implementation and testing.


Softlanding also offered support services to ensure successful uptake and optimal use of the new intranet. These included end-user training, IT knowledge transfer, content migration, and creation of a governance plan. Post-implementation support was also provided to ensure continued success.


The new intranet system met all of RBC GAM's identified requirements on top of providing common branding and supporting the promotion of a single corporate culture.

Immediately after deployment, information was available to all employees, making content more accessible and easy to find for all RBC GAM staff. They also enjoyed improved document management, content organization and search capabilities, no longer needing to rely on IT to manage and update content. Reliance on email was reduced due to the increased availability of information on the intranet and staff members were able to adopt clearer structured working methods.

Overall, the unified intranet system enabled RBC GAM to enhance the quality of internal communication while increasing efficiency, productivity and cost savings. Usage of the SharePoint 2010 platform also left the door open for the building of potential successive solutions.