SMEs Unleashed - Enabling those with the Knowledge to Share

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SME’s Unleashed – Enabling Those with the Knowledge to Share Enid Crystal – VP Talent Management, BlackRock Vincent Lucey – Enterprise Director, ANCILE Solutions 1

Transcript of SMEs Unleashed - Enabling those with the Knowledge to Share

SME’s Unleashed – Enabling Those with the Knowledge to Share

Enid Crystal – VP Talent Management, BlackRock

Vincent Lucey – Enterprise Director, ANCILE Solutions

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Agenda

• Introductions

• ANCILE Overview

• BlackRock Overview

• BlackRock Business Need

• Choosing ANCILE uPerform

• Implementation

• Lessons Learned

• Next Steps

• Q/A

 

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Today’s Facilitators

Enid Crystal

• Vice President, Talent Management, BlackRock

• 20+ years of experience in learning and development in corporate settings that span healthcare, financial services, and technology

• Chairperson - eLearning Special Interest Group of ASTD New York Metro Chapter

• Member eLearning Guild

• Masters of Science - Instructional Technology

Vince Lucey

• Director, Enterprise Sales, ANCILE

• Works with all of the leading learning and performance software solutions around the world, including ANCILE uPerform, Oracle UPK, SAP WPB, and Assima

• Promotes use of the award-winning ANCILE solutions across large organizations such as BlackRock

• 20+ years of experience in learning and development in corporate settings that span oil and gas, healthcare, financial services, and technology

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19 MillionEnd Users

4,400Global

CustomersANCILE develops and supports learning and performance solutions to help increase employee productivity and proficiency.

Headquartered in the U.S., with teams in 8 countries and offices in the U.K., Germany, Japan, Singapore, and Australia.

ANCILE Overview

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A complete solution to rapidly Create, Organize, Distribute, Access, & Maintain

organizational knowledge to promote a community of collaboration

ANCILE uPerform

Clients are our sole focus

12,000 employees in more than 30 countries

$4.32 trillion in assets under management (AUM)

Scalable services and infrastructure

• Risk Management

• Advisory

• Transition Management

• Securities Lending

• Trading

About BlackRock

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Our mission is to create a better financial future for our clients by building the most respected investment and risk manager in the world.

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Aladdin

Proprietary enterprise-wide asset management software used by all BlackRock employees as well as clients around the world. 300+ modules connected in a common platform.

$13.7 trillion in assets managed on the Aladdin platform *

Common platform that enables firm to:

• Communicate Better

• See Clearer

• Work Smarter

• Move Faster

• Scale Further

*All figures as of December 31, 2012

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Aladdin Training Framework

BlackRock Basics

Firm and Aladdin Overviews—How We Create Value for Our Clients

Corporate and Business Operations

Business-unit content

Client Businesses

Business-unit content

Investment Strategy Group

Business-unit content

Portfolio Construction

Process and product knowledge*

Trade Processing

Process and product knowledge*

How to

Step-by-step*

Tech

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Step-by-step*

How to

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kills

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Gen

eral Level 1

Level 2

Level 3

Level 4

* uPerform to be used to create Level 3 and Level 4 training modules

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Business Need

• Produce library of interactive eLearning courses for Aladdin

• Provide just in time reference via context sensitive help from Aladdin application

• Consistent quality and standards of training

• Provide subject matter experts with ability to develop effective training quickly and with quality

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• Current tools:

• Captivate

• Articulate

• Software evaluated:

• Assima

• Ontuitive

• Oracle UPK

• ANCILE uPerform

Evaluation process:

• Researched features vs requirements

• Demos

• Interview current clients

We chose ANCILE uPerform:

• Ease of use for subject matter experts

• Single source authoring – multiple outputs

• Output to SCORM/LMS

• Multiple language capability

• Content management

Choosing ANCILE uPerform

Proof of Concept - Success Criteria

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• Ease of use to: Develop and use lessons, templates,

documentation Workflow and change management functionality Deploy courses in the BlackRock learning

management system Deploy help documentation via Aladdin HELP Test deployment to a client (may be simulated)

• Technical fit : Does uPerform work in BLK environment? Is it a viable solution for clients?

• Additional criteria: Translation to at least one other language –

(Japanese)

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uPerform Implementation Plan

• Train first wave of 14 uPerform Author-SMEs

• Create library of modules covering most used Aladdin modules delivered via LMS for employees

• Context-sensitive help for Aladdin modules

• Solution for client training

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Lessons Learned

• Value of proof of concept

• Executive buy in

• Standards and templates critical

• Shorten time to market

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Lessons Learned – Missteps and Corrections

Issue How Addressed

Training on tool too lengthy Shortened to 3 <1 hr sessionSelf-paced + live consult

Need to shorten time to market Fill in the blank templatesQuick start author guideAction learning results in useful product as by-produce of training

Courses not always needed Simulations only

“Jury duty” approach – not working Development driven by business need (new application/release)

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Future Plans

• Performance support for additional apps

• Additional elearning for authors

• More micro-learning/shorter courses

• Upgrade to newer version of uPerform

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Thank you!

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