Case Study: MD Financial Management achieves enterprise-wide collaboration and improved client service with ThoughtFarmer

MD Financial Management's intranet has helped transform their idea of collaboration from proximity to enterprise-wide

MD Financial Management, a Canadian Medical Association–owned investment advisory for physicians with 1,300 staff across 49 offices, faced a fragmented culture where employees worked in silos, relied on email, and used an intranet updated by a single person. That one-way system made cross-functional collaboration, finding current information, and enterprise-wide communication difficult, threatening growth and client service.

They adopted ThoughtFarmer’s self-hosted, bilingual intranet—an open-by-default, wiki-style social platform that gave every employee a profile and the ability to contribute. Adoption grew into daily engagement, breaking down silos, transforming the corporate culture into one of transparency and collaboration, and improving internal alignment and client service; five years on the intranet remains central and continually integrated with other tools.

MD Financial Management

Vanessa Millar

Intranet Community Manager