Caisse des Dépôts is a French public financial institution engaged in implementing various public policies, covering sectors such as housing, environment, territories, and pensions. It has nearly 6,000 employees spread across five geographical locations.

Previously, Caisse des Dépôts conducted various types of intelligence, such as news and legal monitoring. However, there was a lack of harmonization in how results were used : each team adopted different methods, leading to deliverables that were visually distinct. Moreover, there was limited collaboration or information sharing between the geographic locations. In general, the intelligence process was carried out manually, resulting in reduced efficiency.

In 2021, Caisse des Dépôts decided to implement a strategic intelligence system with the goal of achieving three main objectives :

 

 

Promote cross-functional collaboration

Enable geographically distant teams to work together.

Increase efficiency

Use a single tool to centralize all stages of the intelligence process, from information gathering to distribution.

Enhance service quality

Provide specific intelligence tailored to the needs of each employee.

 

After conducting a thorough benchmark, we concluded that Sindup was the tool that best met our different objectives.

Sophie Kouchniroff
Documentalist at Caisse des Dépôts, Paris

Benefits of automating Caisse des Dépôts' intelligence project

 

After implementing the strategic intelligence tool, Caisse des Dépôts observed numerous benefits from its use :

Tool implementation : collaboration and training

Each team worked on defining relevant sources, creating specific queries, and mastering the tool. Meanwhile, an "Internal User Club" was created to encourage collaboration and the sharing of best practices. Training sessions, internal tutorials, a FAQ, and Sindup training reports all contributed to easing the tool's adoption, with Teams serving as the main communication platform.

Expansion of intelligence projects

The introduction of the new tool to Caisse des Dépôts employees quickly had positive results: the number of intelligence reports increased significantly, with a 65% growth. This resulted in the creation of 35 new reports, reflecting the time savings from automating time-consuming tasks. Additionally, the number of employees subscribed to these reports grew by 14%, reaching a total of 2,500 subscribers

 

 

 

Easier dissemination of results

The integration of dashboards marked a major advancement in the project. The catalog of intelligence deliverables reflects themes related to Caisse des Dépôts’ investment policies, and also offers sub-themes for more specific research. One of the users' expectations was to easily access all themes. This is now possible, as all information validated by intelligence analysts is accessible to readers. Readers can now consult newsletters, indicators, and dashboards related to their selected themes. Furthermore, specific indicators were developed based on user requests, improving the relevance of the information.

Upcoming developments

The introduction of the new tool has allowed Caisse des Dépôts to provide tailored responses to each employee. This has created the opportunity to offer "information curator" roles to various regional correspondents. In the short term, Caisse des Dépôts plans to create video and image tutorials to ease tool adoption. Additionally, completing the dashboards and associated communication efforts will ensure that the entire organization can fully benefit from the intelligence platform.

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