
'Workvivo has transformed how our organization communicates and connects'
How Workvivo & LineZero Unified 15K Associates' Communications

3,500
posts within the first 6 months
6 months
from project kickoff to platform implementation
100%
executive leadership team adoption
Experior Financial Group is a growing IT services and consulting company.
It was founded in Canada with its HQ residing in Ontario, and has since expanded into the US with a head office in Cheektowaga, New York.
The group has more than 15,000 trained and licensed associates across North America who help Experior customers with insurance and investment needs.
People
15,000
Industry
Financial Services & Consulting
North America
USA
Org Size
Enterprise

Workvivo stood out for its user-friendly interface, flexible space structure, and powerful communication capabilities
Joanna St Jacques
Director of Marketing
Life before Workvivo
Before partnering with Workvivo, Experior faced significant communication challenges with fragmented systems spread across WhatsApp, Telegram, email, and various group chats.
Recognizing that their existing infrastructure wouldn't effectively support their ambitious growth trajectory, they partnered with LineZero to implement Workvivo as their unified communication solution.
The primary goals were to empower executive directors, establish secure communications, and create a scalable foundation for future expansion – all while maintaining departmental autonomy.
Joanna St Jacques, Experior's Director of Marketing, says the company's "disjointed" approach to internal comms "created inefficiencies and posed significant security concerns with sensitive information flowing through unsecured consumer applications".
"As a growing company, we recognized that our communication infrastructure wouldn't scale effectively with our expansion plans," she says. "We wanted to empower our executive directors as true owners of communication spaces but lacked a structured methodology to make this transition successful.
"We needed a solution that would unify our communications in a secure environment while providing the flexibility to support our growth trajectory."
Critical challenges before Workvivo:
- Fragmented communications across multiple unofficial platforms
- Security vulnerabilities with sensitive information in consumer apps
- Lack of structured communication methodology
- Information silos between departments
- Inconsistent messaging across teams
- Difficulty maintaining consistent company voice
- Lack of leadership visibility and feedback mechanisms
Why Workvivo?
Why did Experior decide on Workvivo to solve these issues? Joanna's team was seeking a tool that was:
- Intuitive
- Adaptable to Experior's org structure
- Capable of fostering meaningful engagement across teams
"Workvivo stood out for its user-friendly interface, flexible space structure, and powerful communication capabilities," Joanna says. "One of the most impactful features was the ability to segment user groups and automate targeted messaging, enabling us to reach the right people with the right information at the right time. This helped streamline our internal communications and made them more relevant and effective.
"Partnering with LineZero was equally important to our success. Their expertise in digital workplace transformation, along with a structured and consultative approach, ensured that our implementation of Workvivo was tailored to our specific goals. They didn’t just deploy a tool, they helped us create a strategy that drove real engagement and value across the organization."
Selection criteria and differentiators:
- Intuitive, user-friendly interface
- Flexible space structure for departmental autonomy
- Advanced communication capabilities
- Sophisticated user group segmentation
- Automated targeted messaging system
- Scalable architecture to support growth
Onboarding, implementation, launch + rollout
In rolling out a new company-wide tool, accessibility and training are typically top of mind. For Experior, Workvivo's "platform simplicity" combined with LineZero's guidance made for an "ideal adoption journey".
Joanna explained that Workvivo's "intuitive interface and user-friendly design" meant Experior employees could hit the ground running from their first login.
Their favorite parts?
- Modern, social media-like experience
- Minimal training required
- Naturally engaging and straightforward to navigate
"This inherent usability meant we could focus our energy on strategic rollout rather than extensive technical training," Joanna says.
As for LineZero, weekly check-in calls helped keep Experior's implementation and rollout aligned and on track. "The comprehensive timeline and structured work-back schedule they provided made the entire deployment transparent and achievable, allowing us to launch efficiently," Joanna says.
"Our executive directors received targeted coaching sessions that built their confidence as space owners within the platform. This personalized approach to training key stakeholders was instrumental in driving adoption throughout the organization.
"LineZero's thoughtfully designed readiness phase was particularly valuable and the team typically responded within hours rather than days.
"The collaborative support model between LineZero and Workvivo's team ensured we always had access to the right expertise when needed. Their responsiveness and problem-solving capabilities demonstrated a genuine commitment to our success, making us feel supported at every step of our journey."
Implementation process
Structured approach:
- Regular weekly check-in calls
- Comprehensive implementation timeline
- Detailed work-back schedule
- Strategic rollout planning
Training and support:
- Minimal technical training required due to intuitive design
- Targeted coaching sessions for executive directors
- Quick troubleshooting support with rapid response times
- Seamless coordination between LineZero and Workvivo teams
The Workvivo effect
Joanna says, "Workvivo has transformed how our organization communicates and connects, with several features delivering exceptional value."
Impact on internal communications
Strategic improvements:
- Unified communication approach across organization
- Streamlined information sharing processes
- Consistent company voice across all departments
- Enhanced security for sensitive communications
- Reduced redundancy in messaging
Impact on leadership
Executive empowerment:
- 100% of executive leadership team managing own communication spaces
- Enhanced ability to reach target audiences effectively
- Improved governance and control over messaging
- Greater visibility across departments
- More efficient decision-making processes
Impact on employee engagement
Measurable success:
- "High level of voluntary adoption directly attributable to Workvivo's accessible design and the strategic implementation guidance provided by LineZero"
- Increased cross-departmental collaboration
- Strengthened company culture and community
- Enhanced peer recognition and interaction
- Improved employee connectivity across locations
Feature spotlight
- Spaces: Custom communication channels for executive directors. "The platform's intuitive spaces structure has empowered our executive directors to effectively manage their own communication channels, a capability that was a key objective for our digital workplace transformation."
- Social engagement tools: Enhanced peer recognition and interaction. "The social engagement features within Workvivo have been particularly impactful in creating a more connected workforce across different departments and locations. The ability for employees to recognize colleagues, share updates, and interact with organizational news has noticeably strengthened our company culture and sense of community."
- User & permission management: Intuitive administration interface. "Managing user access and permissions within Workvivo has been remarkably straightforward. The platform's administration interface is intuitive and allows our team to efficiently handle user provisioning and permission adjustments without requiring specialized technical expertise."
- Scalability features: Seamless new employee onboarding with a tool that can scale with Experior's company growth. "Workvivo accommodates our expanding workforce seamlessly."
- Security controls: Protected information sharing. Workvivo prioritizes security through continuous investment in our comprehensive Information Security Management System (ISMS) and compliance with multiple globally recognized Gold Standards in Security certifications: ISO 27001 and SOC 2.
Partnering for long-term success at Experior
Joanna sums up Experior's success with Workvivo in a few key points, paying special tribute to the tailored guidance and support her team received from day one, how the company's long-term goals were considered throughout, and LineZero's "invaluable" consulting services.
"Our experience with Workvivo and LineZero has exceeded our expectations in several important ways," Joanna says. "The combination of an intuitive, engaging platform and expert implementation support created an ideal foundation for our communication transformation.
"This collaborative model delivered exactly what our organization needed: a powerful yet approachable communication platform implemented with expert guidance to ensure both immediate and sustained success."