Client Card Training

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

Business Drivers


  • 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



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 Modeling – 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