CASE STUDY

Baxter Credit Union

photo of a phone with financial data
Baxter Credit Union aimed to broaden employee access to mentoring and streamline the user experience by consolidating multiple tools. “Max” enabled seamless mentoring directly within MS Teams for all staff, eliminating the need for separate logins and introducing proactive program notifications. The initiative resulted in increased participation, significant cost savings, and enhanced organizational development.

AT A GLANCE

Challenges

  • Limited access to mentoring opportunities
  • Separate login impacting engagement
  • Too many distracting workforce apps
  • Employees are unaware of the available mentoring

Key Results

  • Threefold increase in mentorship participation (from 300 to 900 employees)
  • 72% cost savings compared to the previous mentoring management software

OBJECTIVES

  • Expand employee access to mentoring programs across the organization

  • Simplify the mentoring experience by reducing the number of tools employees must use

  • Increase engagement and awareness of mentoring opportunities

SOLUTIONS

  • Direct access to mentoring programs within Microsoft Teams

  • Organization-wide access for all employees

  • Customized configuration tailored to Baxter Credit Union’s mentoring programs

  • Proactive notifications informing employees about available mentoring opportunities and upcoming programs

BENEFITS

  • Seamless mentoring participation within employees’ daily collaboration tools

  • Increased visibility and awareness of mentoring opportunities

  • Higher employee engagement and program participation

  • Simplified user experience without additional platforms or logins

  • Significant reduction in software costs

RETURN ON INVESTMENT

  • 3× increase in mentorship participationgrowing from 300 to 900 employees
  • 72% reduction in mentoring platform costs compared to the previous system
  • Expanded access to professional development opportunities for employees across the organization

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