Skype for Business at end of life
Communication and telephony had to move to Microsoft Teams and the cloud, without disrupting the day-to-day running of a bank.
Reference · Case Study
Four years of M365 and Copilot adoption at a major Swiss bank.
How a leading Swiss private bank with several thousand employees replaced Skype for Business, embedded Teams and Microsoft 365 in everyday work and is now introducing Copilot, supported throughout from the first training session to the ongoing adoption programme.
Starting point
The challenge
A generational shift in how people work, inside a regulated large organisation, where the technology is only half the job.
From the network drive to the cloud
Collaboration through teams and channels, file management in OneDrive and SharePoint, a new working logic for thousands of employees.
A regulated context
Exacting requirements for security and confidentiality, very mixed levels of experience, and the realisation that licences alone change nobody's way of working.
Approach
A joined-up enablement ecosystem
Not a one-off training, but support that grew over years, from live sessions to self-service on the intranet.
Live training
89 sessions delivered with 1,126 attendances, from getting started with Teams through channel structure to the digital workplace.
E-learning
2,929 attendances across a modular learning series, from creating teams and file management to Copilot advanced features.
Tailored user guides
Step-by-step user guides, matched to the real processes and roles inside the organisation.
Digital workplace hub on the intranet
One central place with current updates from the project team and all the material employees need.
Digital workplace blog
Regular tips & tricks that bring new features into everyday work in small, easy steps.
Champions community
Building and supporting internal ambassadors who carry the knowledge into every corner of the organisation and make adoption stick.
Departmental consulting
Tailored advice for a wide range of business units on their concrete use cases.
3rd-level support
A point of contact for the tricky cases, close to the people using the tools, with a short line to the project team.
Copilot hub & learning path
A Copilot hub on the intranet with user guides and tips & tricks, plus a new, structured Copilot learning path (in progress).
The journey
From Teams chat to Copilot
A four-year journey, step by step, without disrupting operations.
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2022
Starting with Teams chat
Replacing the Skype for Business functionality, with a lot of training on Teams chat as the first step into the new world.
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↓
Cloud-based collaboration
Teams and channels as the place of work, structured collaboration instead of email ping-pong, embedded through training, e-learning and champions.
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↓
Modern file management
The move to OneDrive and SharePoint including migration. By far the largest module, it alone reached 1,168 attendances.
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2026
Copilot & further M365 capability
Introducing Copilot Chat and M365 Copilot, supported by the learning path and the Copilot hub. The next adoption step is under way.
Result
What came out of it
Backed by ongoing feedback measurement across all formats, and by a completed technology change.
Skype for Business fully replaced
The technology change to Microsoft Teams is complete, communication and collaboration run in the cloud.
Cloud-based collaboration embedded
Teams, channels, OneDrive and SharePoint have arrived in everyday work, not just licensed, but actually used.
Copilot rollout started
Copilot Chat is live and M365 Copilot (Premium) is in use with several hundred employees. Adoption is being built up deliberately through the learning path and the hub.
Modernisation continues
More than 50% of fixed-line telephony has moved to Teams, and the rollout of corporate laptops is in full swing.
«Adoption does not come from better tools. It comes from better support for the people who are meant to work with them.»
Is a similar change coming up for you?
Whether it is a Teams rollout, a cloud migration or Copilot adoption, book a free 30-minute intro call. No sales pitch, no obligation. Remote or on site.
Book a call now or fabrizio.marra@worksmart365.ch