Clients — Finance
Chubb Insurance
EMIR Project
Develop courseware and train senior staff on how to use the new European Management Information Repository, and how to embed it in the company culture. View Case Study.
Rathbones
SharePoint Services 3.0
We assisted with the implementation of SharePoint within this organisation by developing a customised training programme as well as accompanying courseware.
Outlook 2003
Our client upgraded to Microsoft Outlook 2003 from GroupWise. We developed a training programme to assist with the change for all staff, produced training documentation and provided floorwalking support to ensure the upgrade ran smoothly and was fully supported.
SunGard
IntelliMATCH (Matching & Reconciliation)
We are the chosen training partner for SunGard to deliver their bespoke financial products, not only for their internal staff, but also for international clients.
Our Consultants assist in the development of training programmes for new product launches, creating complex business manuals and supporting documentation, customising training programmes for clients to fit in-line with their business processes and offering full support for the programme.
We also provide a dedicated administration resource who schedules all courses in the UK and soon to be in the US. As well as issuing Joining Instructions (JIs), organising courseware and training rooms, they also manage the trainers diaries and travel bookings.
Barclays
SharePoint
We developed a bespoke training solution for Barclays to implement SharePoint throughout several different business divisions. The training courses were specific to job roles and focussed on the key principles of SharePoint working on a Portal and Workspace level. We also developed customised Quick Reference Guides and offered Floorwalking support. View Case Study.
Schroders
Management Fees
Analysis and testing of software training. Tailored courses for different business units. View Case Study.
Operational Risk Database
Designed and implemented a bespoke training solution that would provide all users the knowledge to be proficient in using the new software for managing their processes, risks and controls but also understand the Risk Management Framework. View Case Study.
Client Information Base (CIB)
Developed a training solution for a bespoke CRM tool which allowed a single point of data entry for all client information. A variety of courses developed in line with job role profiles including full suporting documentation. View Case Study.
Charles River
A training solution developed for an off the shelf Trading System. Training had to be to the point, timely and relevant to user's job roles. All training delivered in line with unique requirements of each business unit in terms of desired functionality and time constraints. View Case Study.
Microsoft Windows XP & Office XP Migration
Windows XP & Office XP Upgrade Seminars and Modular Training.
