Inspiring stories from the Nezisk.Digital course

Each organization that comes to our course has specific needs, ways of operating, and problems that they need help with. Nevertheless, seven common themes have emerged that we address together.
Read selected stories from our organizations: what troubled them, how they solved it through digitization, and how it affected their daily work and overall impact.
7*
inspiring stories
*And more will be added.
7

's typical challenges

Union of Midwives (UNIPA)

CRM
HubSpot
Google Workspace
Automation
Make
UNIPA addressed contact management and email automation for event participants. They chose HubSpot as their CRM (customer relations management) tool, as they found it to be the most user-friendly. HubSpot can create online forms that are immediately entered into a unified database and automated messages are also sent to them.

The next step will be to automate the connection to Google Meets and also to record payments for events using Make or a similar tool.

The classic troubles of organizations

Rushing to deploy a specific tool without a well-thought-out plan for how to set it up

The tool then often fails to meet the unspoken expectations of the team, which slowly abandons it or begins to dislike it.

Trying out different tools using the trial and error method

It often falls to an individual, who spends a lot of time on it, and the solutions found tend to reflect their perspective on the matter.

No time will be allocated to digitization in the long term.

Without a systematic approach, digital tools are introduced randomly and teams do not use them regularly or effectively.

The Nezisk.Digital online course will help with systematic digitization.

Together with a guide, you will uncover the causes of problems and the real needs of your organization. With a tech expert, you will choose the solution that will most improve your functioning and impact. You will take away a detailed plan so that you know how to implement new tools and thinking in practice. It works elsewhere, and it will work for you too!
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Inspirational stories

During the two years of running the course , we have identified typical challenges that almost every organization faces sooner or later, in addition to the usual difficulties . These challenges just appear in a different order and with different priorities depending on the individual situation.
72+
we have taken
through a digital transformation

Information and document management

A lack of a system for managing documents, internal processes, sharing permissions, and clear names is not a major concern for individuals or small teams. However, for effective collaboration between multiple people, it is essential to properly set up a single source of truth with well-structured content, where it is easy to find, for example, a description of a process that an employee performs once a year.

Close neighbour

MS 365
OneDrive

During the course, they improved their document management principles overall (location, naming, sharing). They also learned how to set up the default view in OneDrive according to the needs of specific team members. As a result , they are more organized, have saved time, and have even started helping out at a new location, which was unthinkable until then.

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Internal communication and cooperation

A common problem is the multitude of different communication channels: WhatsApp, email, SMS, telephone. Information is difficult to find, or no one knows what is valid. Often, it is enough to define one platform for internal communication, deadlines, or project discussions, another for emergencies, and a third for communication with clients.

Czech Hipporehabilitation Society

Google Workspace
Google Chat

As an umbrella organization for 80 centers, it addressed ineffective communication across its membership base and chose Google Chat to unify it (they were already using Google Workspace, so document sharing, for example, is easier). They thought through the chat settings, the use of threads, and are currently testing everything in a smaller team. In the future, they plan to invite the entire ČHS base (over 200 users). To make adoption as easy as possible, they are preparing a how-to guide.

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Project management and task assignment

Tasks that are only verbalized are often forgotten or difficult to track. The solution may be simple task tracking with assigned executors, deadlines, descriptions, and perhaps even time allocations. Subsequently, it is possible to consider using specific project management methodologies, whether waterfall or agile.

LOCIKA Centre

Freelo

They chose Freelo as their tool for recording project indicators, deadlines, and tasks. Employees are enthusiastic about the simple interface, and Freelo's support is also very friendly.

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Human resources and HR

People come and go, so it's always good to have everything prepared in advance—employment contracts with different terms and conditions and their changes and continuity with the project, onboarding new members, but also offboarding those who are leaving. At the beginning, it is enough to prepare the structure of contracts and records of changes, lists of tasks for onboarding and offboarding colleagues. All this must be done in compliance with cybersecurity rules – only specific people have access to contracts, while former colleagues have their access revoked.

Moravian-Silesian Employment Pact

MS 365
SharePoint
Intraweb / Knowledge base

They created a centralized system for initial IT education and employee training, which is a key part of employee onboarding and development. First, they prepared a suitable information structure and then filled it with specific content in SharePoint.

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Financial processes and accounting

It is crucial for organizations to have clarity in their finances. Sometimes, the same information needs to be entered into several systems. Larger teams need to fine-tune the process of recording receipts. These are also opportunities for automation, thereby eliminating the tedious, repetitive work of financial managers and accountants.

MAS Brdy-Vltava

Automation
Automation
Excel

They addressed automation between their project spreadsheets in Excel and outputs from external accounting so that they would not have to do it manually.

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Client data and process management

Organizations have dysfunctional client record systems or lack an overall overview of records and client history. In addition, the processes of registering new clients or event participants are manual, which makes them time-consuming and prone to errors. The introduction of a unified record system, where there are links to the relevant documents or even all client data in one place, will save the organization time and also help to secure client data.

Union of Midwives (UNIPA)

CRM
Hubspot
Google Meet
Automation

They addressed contact management and email automation for event participants. They chose HubSpot as the most user-friendly CRM (customer relationship management) tool. It can create online forms that go straight into a unified database and also sends automated messages. The next step will be to automate the connection to Google Meets and also to record payments for events using Make or a similar tool.

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Existing MS365/Google Workspace and AI platforms

Although this is not the problem itself, many organizations are aware of the underutilization of already purchased or available platforms (e.g., Google Workspace, Microsoft 365). There is also a general effort to integrate tools more effectively, automate processes across different platforms, and introduce artificial intelligence (AI) into everyday work. This category often highlights the underlying problem of underutilization of resources or modernization of the organization.

Ladder

AI / artificial intelligence

They explored the possibility of using AI to analyze and structure unstructured documents from a partner. Using AI, they obtain outputs that get the most out of the little they have. In the future, they are considering implementing Freelo for project management solutions.

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