Bespoke learning and development

Adeo CRM

Our customer is a leading IT Solutions provider which is strategically aligned to Hewlett-Packard, Microsoft and Oracle.

As a growing company it became apparent that they required a system to track their expanding customer base and to better target their customers and prospects.  CRM system ‘Adeo’ was selected as the best fit software.

We were approached to support through the transition and delivered a training solution, addressing individual job roles, focusing on business benefit, individual needs, and incorporating best business practices was developed.

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Clarity™

Our client, a Government run agency, needed a system to monitor and track the skills and availability of internal resources, ensure staff efficiency via a Time Recording system and improve collaboration between internal agency groups via a Project Planning tool.

Clarity™ was selected as the system that could bring together the Agency, allowing them to develop good practice guidelines and provide bespoke solutions to authorities and groups in all areas.

We were engaged to develop and design a tailored training solution that encompassed the system functionality of Clarity™ and the procedural changes that our client’s staff would need to adopt.

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Management Fees

Our client, a leading global Asset Management company, manages both private and corporate clients with funds exceeding £110 billion. As such, it is critical that they have an efficient fee billing system.

Due to the complexities and diversities of the fees charged our customer decided to create an in-house bespoke fee management system to cater for their requirements, replacing current manual practices.

A tailored training solution was developed to support the new system and processes.

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Microsoft Sharepoint

Our client is one of the top 10 banks in the world engaged primarily in banking, investment banking and investment management.

The organisation decided to use Microsoft SharePoint Services to provide up to date and focused information about all divisions, creating a scalable document management and data collaboration platform.

A training solution was developed to ensure all users had a good working knowledge of Sharepoint and its affect on their existing content and all future data collaboration.

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Operational Risk Database

Due to the nature of our clients business where operational risk requires managing to the satisfaction of internal auditors, the business and external regulatory bodies, it was recognised that a central methodology and tool needed to be deployed to demonstrate that the company was pre-eminent in managing operational risk.

We were approached to design and implement a bespoke training solution that would provide all users with the knowledge to be proficient in using the new software to manage processes, risks and controls but also understand the Risk Management Framework.

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Practice Management System (PMS)

One of the top 4 global Legal Firms wanted to implement an application which supported a more effective and efficient approach to its practice management. The client wanted a system which allowed them to track, compare, report and bill, centrally. ‘Elite’ was selected as the best software to meet the organisation’s needs.

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