Reimagine Your Company's Intranet Experience

Matt Kast
Product Design Manager
Read Time
5 min read
Published On
August 10, 2023

At Perpetual, we collaborate with a diverse range of industries and sectors. One of our areas of expertise is finance, where we have gained considerable experience on the agency side.

To get a better understanding of our work with financial services companies, we invite you to check out our case studies for Reuters, Reach Financial, and US Bank. We understand that money is what keeps the world moving, and we believe that delivering high-quality products and services to all parties involved is crucial.

Recently, we’ve begun to create a series of case studies to pinpoint problem areas and brainstorm innovative solutions. Paired with our interest in the finance space (specifically private equity), we decided to take on modernizing intranets.


  • 1 Week

Activities/work done:

  • Research on Intranets and PE firms
  • Competitive Analysis
  • Persona Development
  • LoFi prototyping
  • HiFi Prototyping
  • Implementation model

What’s an Intranet?

Before diving into the case study, let’s take a look at what an intranet is or what it at least attempts to be.

An intranet is typically an organization's single internal (hence intra) site for managing company information and for fostering collaboration. Some additional goals of intranets include:

  • Increased workforce productivity
  • Simplifying and increasing collaboration
  • Promoting company culture
  • Easy publishing of internal documents, updates, company news, etc.

Intranets are certainly not a new concept and have been around in various forms for decades.

The Problem with Traditional Intranets Today

In many cases, intranets fail to achieve any of the promised benefits listed above. According to Gartner, 9 out of 10 intranets fail at achieving their initial goals. We interviewed several intranet users and took a peak at their intranets to understand how they use their company intranets and where (if applicable) they fall short.

Common Usage Examples

  • Looking for someone in a specific department
  • Looking for a document
  • Making IT requests


  • Disorganized: Typically there is a lack of forethought regarding how Intranets are organized. Information gets added into folders haphazardly without consistent structure creating Poor UX. A mess of irrelevant non-personalized information is presented to users.
  • Siloed: Pockets of poorly permissioned information are difficult to find. Information is hidden in inaccessible locations due to sharing discrepancies.
  • Unsearchable: Poor search functionality leads to dead ends. Multiple versions of the same document exist so it’s difficult to find what you’re looking for.
  • Rigid: It’s difficult to make changes to existing structures due to custom IT builds in turn making configuration and updates IT-dependent. This leads to slow deployments of updates letting problems sit unaddressed.
  • Low Engagement: Because of low usability, folks stop contributing to and using intranets, rendering them ultimately purposeless.
  • Lack of integrations: Many intranets lack integrations with other systems employees use on a day-to-day basis.

Private Equity and the PE Associate

Now that we understand the issues with intranets, let’s take a look at our target user.

If you have ever seen the HGTV show “Flip or Flop” you’ll have a pretty good concept of what Private equity firms do. On the show, Tarek and Christina purchase and invest in dilapidated homes with the hopes of eventually selling the home for a profit.

Private Equity firms can ultimately be likened to house flippers. Both have the goal of investing in an asset (a business in the PE case) to eventually turn a profit. Firms search for underperforming/undervalued businesses and invest to sell for profit.

The search and acquisition of a business often start with a strategy based on a set of characteristics the firm is looking for. This could include:

  • Where the company is located
  • The size of the company
  • Industry
  • The acquisition type
  • etc.

Once a company is sourced, the process of closing the deal is collaborative, time-consuming, and requires a ton of documentation and due diligence. This process can be managed in many different ways through either a specified deal pipeline software or permission drives, docs, and spreadsheets.

For this case study we decided to focus on the PE Associate. PE associates take on an incredible amount of work and act as the backbone of the deal process. A PE associate will typically carry a deal from its inception to checking in on the company after a deal has been closed.  We put together a quick persona to summarize the wants and needs of a typical PE associate.

Disclaimer: We were unable to get in touch with actual PE associates for this exercise and had to rely on PE articles for our persona.

Our Solution

Equipped with our knowledge of intranets and Private Equity firms, we set out to create a purpose-built intranet by pulling Deal Room/pipeline functionality along with company information into a single platform.

Our first step was to consider what functionality we’d want to include in our new intranet and how we’d organize it. We decided to split up functionality into the following high-level menu items.

  • Dashboard: A landing page that displays typical intranet data, but also prioritizes key deal pipeline information.
  • Work: All the essential pieces of managing deals including sections for Strategy, Prospects, and Deals.
  • People: People are supercharged, finding the right person to reach out to becomes easier than ever when their active and previous work is attached to their profile. Need to find someone who’s worked on a renewables deal recently? Easy.
  • Company News: General news about the PE firm to keep folks up to date on what’s happening.
  • Resources: HR, IT, and any general company information.
  • Apps: Links to all the applications employees at the company have access to.


With this configuration, we could delineate day-to-day work functionality from traditional intranet features. The dashboard brings it all together by leveraging key information related to the PE associates day to day workflow.

Key elements include:

  • Deals, portfolios, strategies, and investments the associate is involved with
  • AI-generated summary of recent company news
  • Daily calendar reminders
  • People to contact that are relevant to the page


The strategies section of our concept is a place for generating ideas and collaborating on new investment prospects and deals. In practice, strategies would become a hub of information and a wealth of knowledge due to real work and documentation happening right on the intranet.


Attached to every strategy are prospects. Prospects track companies for potential deals, providing general company information, collaborative discussions, and related files. All of this information and history is kept when a prospect eventually gets promoted to a deal, ensuring a comprehensive record is kept.


Finally, the most important piece of any PE workflow is the deal pipeline. This part of the application tracks all the necessary steps for taking a deal to completion.

  • Overview
  • Notes
  • History
  • Secure Data Room
  • Tasks


We had a great time putting this case study together and imagining a more purpose-built intranet for the private equity space. An impactful intranet can boost productivity and communication within your company making a user-friendly experience worth the investment. A system catered to your employees and their needs can help you stand above the competition.