Finance

This section contains an adoption toolkit, email templates, use cases, banners, a poster, and a flyer.

Webex success playbook for finance

So, you want to launch Webex in finance?

Use the checklist and guide to get support from your leaders, create awareness, and stimulate demand. Your time is precious so you don’t have to do everything, just what you have time for that makes the biggest impact.

You don’t have to do everything at once and ask your colleagues to help you. Phase it out over several weeks, and the more time you devote, the more people will use Webex.

Finance teams are changing

Balancing changing business needs with stable budgets makes regular connections with business partners essential.

23%

Meanwhile, less than 23% of finance workers think their business has the right tools to move past unexpected business obstacles.*

71%

believe concerns about security are hindering their ability to innovate.**

*Source: CFOs top goals for 2017
**Source: Digital transformation for the retail banking industry

Adoption toolkit

What?

Has everyone got Webex?

How?

Ask your IT team to confirm everyone has a Webex account. Find out how new joiners get a Webex account and instructions on how to log in.

Effort?

1 hour

What?

Enlist the support of senior leaders.

How?

Write to senior leaders asking them if they can send an email to everyone announcing the launch of Webex. We’ve written an example to help you. Attach one or more of the use cases in this section that explains why it’s so useful.

Effort?

30 mins

What?

Need some guidance with Webex?

How?

Need help getting started? Use the best practices section of the playbook to get all the information you need. You can also use the Collaboration Help Portal to find more information, and there are lots of step-by-step guides for you to use too.

Effort?

10 mins

What?

Cook up a simple timing plan.

How?

Get some of your colleagues together and come up with a communications plan that describes when each promotion will go out and who does what. See Communications Planning for guidance.

Effort?

1 hour

What?

Show you care. Print a poster or flyer.

How?

Print the poster or flyers. Put the poster up in the office, the restroom, meeting rooms and the flyers on colleagues' desks. If you’ve got digital signage in your buildings use that as well.

Effort?

4 hours

What?

Share a snappy tagline using a banner ad – Make Webex appeal to your departments.

How?

Within the playbook, you will find posters and banners which target several departments. Find a space on your intranet to place a banner e.g. the HR section. You can also use it in emails and PowerPoint. Change the tagline to suit your organization’s personality and link it to a ‘how-to‘ guide.

Effort?

2 hours

What?

Circulate the finance 'use cases'.

How?

We’ve written three compelling use cases that show you how Webex solves your everyday challenges. Share them with all of your colleagues, you can email, print and showcase them on your intranet.

Effort?

10 mins

What?

Write an email for your senior leader to send to their.

How?

We’ve written an example. Just adapt it to your own culture and organization's personality.

Effort?

30 mins

What?

Set up your team with a Space in Webex.

How?

Create a Space in Webex but make sure you add a description for what the Space is to be used for. Give it a purpose, set the tone so everyone knows why they are there. Start your conversation today.

Effort?

30 mins

Example email copy

To senior leaders in finance

Subject line:
Why we need to embrace Cisco Webex in finance.
Can you help me promote it?

We’ve all been given Webex for continuous teamwork with video meetings, group messaging, file sharing and whiteboarding. We want to get as many of our people in finance using it as possible. Webex has some amazing features we can use to improve the way we work together. I’ve attached a couple of examples.

We’re writing a launch plan and it would make all the difference if you could send an email that encourages everyone in finance to use Webex. When we’re ready we’ll send you a draft copy for approval.

Thank you.

Download for Mac
Download for Windows

Example email copy

From senior leaders to everyone in finance

Subject line:
Working smarter, not harder with Cisco Webex.

Webex is an app for continuous teamwork with video meetings, group messaging, file sharing and whiteboarding. Our investment in Webex is motivated by the need to improve the way we work together and build relationships with partners, agencies and our colleagues in finance.

Webex will help us connect with each other faster, reduce email, and allow you to work on the go. This means we’ll be truly connected wherever you are.

To get started and get support click here <insert link>.

I’m looking forward to seeing finance lead the way for working together on Webex.

Enjoy

Download for Mac
Download for Windows

Webex promotion assets – Finance

Download

Finance flyer

Download flyer

Finance use cases

Download

Going the extra mile

How can we help?

Our Collaboration Help Portal is where you will find quick help guides, step-by-step instructions, and technical information. Use the search bar to find everything you need about Webex.

Want to put your stamp on it?

Would you like rebrand or edit the content we’ve assembled here for finance?
Click here to download a .zip of source files to share with your designers.