New Client Training

Introducing new clients to the new card management tool and its functionalities

Business Drivers

Frequency

Facilitate an increase in number of instructor led trainings to support additional 50+ new client implementations

Quality

Deliver high quality and consistent training throughout high volume implementation season

Talent

Provide additional training staff able to support increased training frequency

Solution

  • Sourcing: Created strategy to source and develop training SMEs

  • Flexible Scheduling: Implemented process to allow responsive scheduling of new assignments, re-assignments, and tracking

  • Consolidation: Reduced number of platforms used to schedule and deliver trainings

Accelerators

An accelerator is a tool or process that helps us increase delivery speed, reduce costs and improve quality for our client.

Scheduling Dashboard

Flexible and real-time shared schedule used to coordinate all client trainings

Process Modelling

Utilized Lean Process Modelling to reduce time to deliver trainings to clients

Responsive Reporting

Customized reports that enabled training enhancements and modification to serve client needs

Results

New Clients

Trained 30+ new clients allowing them to run their program and self-service

Client Satisfaction

Received excellent survey results about the efficiency and effectiveness of training delivery

Applicants

Successfully sourced and onboarded additional training FTEs