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			    ALESYS has served the Financial Industry for over 18 years, helping some of the world's largest and most successful financial organizations improve their service to Customers through better-trained staff and better-managed operations.  Our work has always increased their bottom-line results, improved productivity and morale, and increased Customer satisfaction.  Our approach often includes preparing very rigorous training that engages each Learner in specific skill practices relevant to their organization and work processes.  Learn more about our highly successful solutions for this industry by clicking on the examples below:
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  Accounts Receivable/Collections Training 
			        SituationThe  collections function of a global credit card organization needed to increase  the success with which its Agents brought delinquent accounts current, as well  as save accounts from being closed.   Agents were reluctant to press Customers for timely payment of late  accounts, even though they had been through some training on collection  techniques.  What ALESYS DidALESYS’ solution for this Customer was to conduct interviews  and focus groups with Agents who were successful collecting revenue, as well as  those who were not as successful.  Then  our Custom-Development Team integrated more acceptable best practices into their  regular training to make the collection of accounts a more normal  activity.  We designed skill practices  led by Team Leaders to help the Agents become more skilled and comfortable with  helping Customers manage their accounts in a more positive way that benefited  the Customer as well as the organization.   Revenue capture and Customer satisfaction increased dramatically, and  employee morale improved as this new approach was accepted by Agents and their  Team Leaders.
   Audit Training Effectiveness 
			    SituationA  major bank and a major credit card company, both in the Fortune 100, asked ALESYS to evaluate the effectiveness of their approach to  training new hires.  Both organizations  spent six to eight weeks on classroom training for new hires, with several  additional weeks of informal training and coaching once on the job.  Both organizations were concerned that their  processes were not efficient or effective for producing the quality of staff  performance expected.   What ALESYS DidFor  each of these Customers, ALESYS assigned a team of experienced Consultants,  Facilitators, and Instructional Developers who reviewed all training materials;  observed Trainers delivering key portions of the training; interviewed  Learners, recent graduates, managers, and Trainers about their perceptions of  the effectiveness of the training; analyzed all assessments and metrics  relevant to new hire performance; and reviewed relevant job performance  metrics.  Our team compared their  findings to best practices in the financial industry and made very specific  recommendations with next steps for these Customers to consider.  Major revisions to the process for training  new hires were implemented by both of these organizations, using the ALESYS team for the custom redesign and development of the training  content and materials.  The results for  both organizations included reduced time in formal training, more efficient  on-the-job training and coaching, higher job productivity metrics, and  increased Customer and employee satisfaction.   Balance Inquiry Training 
			             SituationA  large, global credit card issuer needed to improve the results of their  approach to training new Call Center Reps to manage balance inquiries presented  by Customers.  They had not able to  prepare Reps quickly enough on this issue and were finding that too many calls  were being escalated to Supervisors around this common situation.  What ALESYS DidALESYS custom-developed a new, more practical and  interactive approach to training Reps to locate accurate balance information  quickly and explain the information professionally to Customers.  We integrated actual taped calls into their  training, and built job aids and navigation practices that enabled Reps to  learn how to manage balance inquiries with greater confidence and ease.  The company was very pleased with the  immediate reduction in escalated calls and the improvements in Customer  satisfaction scores.   Blended Learning 
			             SituationA  major bank wanted to make their six-week, Trainer-led, New Hire Training  program more interactive and engaging for the younger employees they were  hiring in the mid-1990s.  The training  content was very intense, requiring focus and self-discipline.  This caused anxiety for many of the new  employees who were required to do well in this training process or they risked  losing their new job.  It was very  difficult for these employees to sit in a classroom for eight hours every day  for six weeks and learn all the content that was presented to them in this  formal manner.  Retention was at an all  time high, and it was obvious to management that the New Hire Training content  was not being learned sufficiently to enable the employees to function  effectively on the job.  What ALESYS DidAs  part of the complete redesign of this Customer’s New Hire Training Process, ALESYS custom-developed a blended learning solution that  made it possible for employees to learn the required content more easily from a  variety of formats and media.  We  integrated e-learning, video, audiotapes, games, computer activities,  competency demonstrations, and many partner activities into the revised  Trainer-led content.  This blended  approach was very well received by both new employees and Trainers.  Scores on assessments and competency  demonstrations increased significantly, and the managers who received the new  employees were very surprised at how much more knowledgeable, skilled, and  committed these employees were compared with graduates of the older version of  New Hire Training.  This blended  approach is still in use ten years later.   Change Management Communication Process 
			    SituationA  major credit company was in the process of conceptualizing a Six Sigma  initiative for all of their global operations.   They asked ALESYS to assist them in preparing a communication  process with tools to manage this major change in work practices on a very  tight timeline.  What ALESYS DidAfter  carefully researching the goals of this project, and the culture of the  organization, ALESYS’ experienced Consulting team developed a  communication process to accomplish this Customer’s goal.  Then our Development and Production Teams  created approximately ten items that enabled a meeting to be conducted by each  Team Leader around the globe to introduce the concept of Six Sigma to their  staff, explaining the process that would be used by the company to train staff  in implementing this quality initiative.   The communication process and tools included a customized box for each Leader  containing all the materials they would need to hold the initial communication  meeting with their team.  This box  included a PowerPoint presentation with a detailed Leader’s Guide to ensure  consistency of the message delivered to all staff in the company.  There was also an invitation card to the  meeting for each Leader to complete and send to their staff members, a Job Aid  for use by the Leader after they had conducted enough of these meetings that  they did not need to rely so heavily on their Leader’s Guide, and several  communications from Senior Management to encourage the Leaders to accept their  role in this project.   
We also developed an Empowerment assignment for each staff member to complete  after the meeting to begin their participation in the process, and a Job Aid  for each staff member to place on their computer to guide them in accessing the  web-based training that was developed on the Six Sigma process.  We custom developed a small, branded lapel  pin for each Leader to give their staff members to wear once they had  successfully completed the first level of the training on Six Sigma, and  various other tools that enabled this project to be launched simultaneously  around the world. 
ALESYS also served as an outsource partner to this company by  reproducing, storing, and shipping all the communication tools we had developed  for this Customer.  We maintained an  order inventory database and website to facilitate release of the materials  needed by 80,000 employees and 15,000 Team Leaders over the quick project  timeline.  This project was accomplished  very smoothly and cost-effectively.   Coaching Skills for Team Leaders 
			    SituationA  large, global credit card provider used Team Leaders as On-the-Job Coaches for  new Agents in their multiple call centers around the world.  They wanted to train those Coaches to be  more skilled in leading their work teams to exceed performance goals and  Customer satisfaction metrics.  Most of  these Coaches were Agents who had recently been promoted to this role, and they  were not confident in their skills to lead former peers to improve their work performance  and productivity.  What ALESYS DidSince  this target group had not been trained in coaching skills, and had to lead  former peer Agents to exceed performance goals, ALESYS custom-developed an intensive three-day, Facilitator-led  training program that was practice-rich, using actual coaching scenarios we  developed after researching the types of call situations that most often caused  Agents difficulty.  We integrated the  coaching practices into the training content so that the Team Leaders practiced  increasingly challenging situations, and became more confident in their ability  to handle emotional encounters with former peers.  Everyone involved in this training, from Agents to Team Leaders  to more senior management, expressed their excitement at the new level of  professionalism and team spirit that our approach to coaching achieved.  We also made sure the Team Leaders were  coached regularly by their own managers to reinforce effective coaching  practices.  Those more senior managers  received a Manager’s packet from ALESYS  with specific, observable behaviors to watch for and actions to take to make  the coaching of the Agents more effective over time. * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *   SituationA  company that provides collection services for other businesses decided to offer  their Team Leaders a professional development opportunity to increase their  coaching skills of Agents who contacted delinquent accounts, and had to achieve  target recovery goals.  This difficult  work environment had high turnover and significant resistance to using various  collection strategies.  What ALESYS DidALESYS’ Senior Facilitators conducted multiple direct  deliveries of our three-day coaching skills program for these Team Leaders to  teach them how to engage the Agents in identifying their own performance  deficiencies and then determine the best ways to resolve them so they could  meet their performance targets and still help Customers get their credit  history repaired.  Our approach was a  win-win for all involved and was very much appreciated by the Agents, their Team  Leaders, Customers, and senior management.   Coaching Skills for Supervisors and Managers 
			    SituationA major global bank needed to improve the coaching  skills of the Supervisors and Managers in various functions throughout the bank.  They had used an “off-the-shelf” coaching  skills program for several years without any real results, and were ready to  try a more powerful approach to developing these critical skills.  What ALESYS DidALESYS’ team of Instructional Developers researched the work  environment and cultural issues of the target groups of Supervisors and custom-developed  a practice-rich, two-day, Facilitator-led training program aimed at the skill  gaps of these managers.  Then our Senior  Facilitators conducted a certification process for several of this banks top  Trainers who then conducted sessions of the new coaching skills program with  great success.  We provided job aids and  on-the-job assignments that were implemented to keep the managers focused on  using their coaching skills regularly and in multiple situations.  The bank realized a significant improvement  in the quality and quantity of coaching sessions conducted by these managers,  and noted that employee satisfaction scores also improved.   Competency Models/Critical Task Analysis 
			    SituationA  major credit card company in the Fortune 100 had only a dated job description  for their Call Center Agent position.   They wanted to create a comprehensive critical task list for this  position, but did not have that expertise internally.  Senior management wanted this list as part of a new focus on  improving the quality and efficiency of this position in all their call center  sites around the globe.  What ALESYS DidALESYS conducted job observations to document the most  common tasks performed by the Call Center Agent position in multiple sites  selected as representative for this position.   Our experienced Researchers then arranged the tasks according to the  frequency of performance across the sites, and shared that list with members of  management and with key performers to determine which tasks were considered  “critical” for all Agents to be able to perform.  After a thorough review, an approved critical task list was  delivered to senior management.  ALESYS was then asked to custom develop a rigorous training  process for Agents to learn these tasks in the most efficient manner.  That resulted in a shortened New Hire  training process that produced higher performance and productivity levels than  the organization had ever experienced.   Credit Card Transaction Training 
			            SituationA  large, global credit card issuer was dissatisfied with the results of their  approach to training new Reps in their Call Centers.  They were not able to prepare Reps quickly enough on the  complexities of credit card transactions and issues posed by Callers.  They asked ALESYS to analyze the effectiveness of their training  approach and then revise the training to solve this critical issue.  What ALESYS DidALESYS custom-developed a new, more practical and  interactive approach to training Reps in managing any type of credit card  transaction presented by Customers.  We  integrated actual taped calls into the new training, and built job aids and  navigation practices that enabled Reps to learn how to manage a wide variety of  transactions with confidence and ease.   We reduced training time for New Hires from 7 weeks of classroom to 5  weeks, with much higher quality and productivity scores when the Reps joined  their Floor units   Customer Service Training 
					   SituationA  major bank and a separate large, global credit card issuer had both purchased a  Facilitator-led Customer Service training program “off-the-shelf,” but were not  seeing any impact of that training on their Call Center Rep’s job performance  as measured by Customer satisfaction metrics.
 What ALESYS DidAs  part of a complete redesign ALESYS was asked to perform for both of these  companies’ New Hire Training Processes, we integrated the various modules of  the purchased training into the revised New Hire training curriculum and had  their Reps practice their Customer Service skills whenever they practiced their  navigation and technical skills throughout our redesigned program.  Satisfaction scores increased significantly  for both companies very quickly as their Reps were released to their Floor  units.
 * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *   SituationA  large investment firm was very concerned about the treatment their Agents were  providing to investment Customers, and asked that their approach to Customer  Service training be redeveloped to address their specific business issues.
 What ALESYS DidALESYS custom-developed a 2-day Facilitator-led training  program that was built around actual Customer scenarios common to this  investment firm’s Agents, and prepared the training materials for long-term use  by this organization.  We also trained  their Trainers to deliver these sessions successfully over time.
   Customized Strategy for Global Training Deployment 
			    SituationA  major global credit card company had many decentralized training functions in  key regions of the globe.  Each center  was managing their function their own way with wide variations in effectiveness.  This company wanted to implement best  practices in learning delivery, tracking, and management on a more consistent  basis in all their global centers.  They  also wanted to improve their cost effectiveness, as well as the effectiveness  with which staff members learned to perform their jobs.  They asked ALESYS to contribute best practices for developing a Global  Business Strategy for their Learning functions.  What ALESYS DidALESYS assigned a team of Senior Consultants who researched  the operations of the various global training functions and recommended best  practices to make the operations and outcomes of these functions more effective  and consistent.  Funding for these  improvements is underway and many of the “low-hanging fruit” have been addressed  successfully across the globe.  Results  have been remarkable very quickly.   Development of Assessments 
			    SituationA  major credit card company wanted to use assessments during their lengthy New  Hire training process to weed out new employees who were not able to  efficiently learn the skills and concepts that would make them successful on  the job.  They had several assessments  in place that had been developed by internal staff over the years, but it was  clear that these assessments were not predicting job success.  What ALESYS DidALESYS researched the job tasks relevant to this position  and then our Instructional Development Team custom-developed ten formal  knowledge and skill assessments that could be used during the New Hire training  process to provide useful information for decisions on additional training or  re-assignment to other duties.  We  taught this Customer how to analyze the assessment data over time to reach a  large enough sample size to be able to calculate with 95% accuracy the  predictive quality of the assessments on job performance.  They followed this process and were able to  validate the assessments so they could then use them to make the necessary  employment decisions.  Their retention  rate of new hires who made it to the job increased dramatically, as they used  the assessments during the training process to reduce their investment in those  new hires who could not grasp the basic skills required for the job.   e-Learning 
			    SituationA  major bank wanted to add e-learning content to their curriculum for new  employees, but did not have an intranet or access for all employees to the  Internet.  They asked for several hours  of e-learning to be developed on the topic of probing Customers for  information, so that employees could better position the appropriate bank  products to offer each Customer.  They  also asked for best practices in making this new learning format available to  employees without being too time consuming and adversely affecting productivity  goals.  What ALESYS DidALESYS custom-developed three hours of e-learning content  that was very interactive and included a Personal Action Plan and Job Aid to be  completed by the employee as they progressed through the content.  Audio tapes of actual Customer conversations  were built into the content to encourage employees to practice the skills that  were being taught.  A packet for the  Trainer or the Job Coach of the employee was also custom-developed to assist  with reinforcement of learned skills in actual work situations. 
ALESYS recommended the bank create a centralized Learning  Center in each of their locations so employees could be scheduled for  self-study training in a managed environment.   These centers were located near the Job Coach’s work area to enable them  to observe and assist employees during their self-study.  We developed the e-learning content in  40-minute segments to allow employees to be away from their jobs for short  periods for learning purposes.  This  approach was well-received, and actually encouraged by management. 
This bank’s launch into e-learning proved to be successful, primarily because  it did not require a large initial expense for hardware to use the training  program, and the employees were not missing too much work time to participate  in this learning opportunity.   Leadership Training 
			    SituationA  major credit card company realized that the managers of its multiple call  centers around the globe were buried with data about all aspects of the  operation.  They feared that most  managers used the data to “beat up their teams” rather than as information to  effectively coach individual performance and lead their teams to achieve  business goals and targets.  What ALESYS DidALESYS custom-developed a highly interactive, one-day workshop to  teach the various levels of managers how to use and interpret actual reports  they received on a regular basis, and turn that information into motivating  conversations and team meetings to better lead their units to success.  The managers were elated to finally have a  process for making more valuable use of the data, and an endorsed approach for  communicating the data to their teams in more productive ways.  Employee satisfaction increased  significantly, with turnover in these call centers improving immediately.
   Learning Skills Training 
			    SituationA  major bank had a management trainee program in place to develop new staff who  joined the bank with Masters degrees in accounting, business, or finance.  These staff were assigned on a rotation  schedule for two years to learn more about the various functions within the  bank before they were placed into a permanent position.  Senior management was concerned that most of  these young people did not understand how to learn best in this new  environment, having just come from academia.  What ALESYS DidALESYS developed a highly interactive, two-day  Facilitator-led training session to teach these new staff members how to  transition from “book learning” to the more dynamic environment of work.  Our Instructional Development team assigned  to this project built several relevant case studies that were used as the  practical application for a variety of on-the-job learning techniques taught in  the session.  There were work  assignments for use with the staff members’ mentors in the bank, and various  checkpoints during the first year of employment to determine success and plan  adjustments as needed.  Senior management  praised the new approach as producing new managers who were much better  prepared to serve the bank after their rotation assignments.
   Measurement of Training Effectiveness 
			    SituationA  major bank had several training programs in place that were generating mixed  results.  Senior management wanted to  understand why and to implement more consistent best practices to ensure an  acceptable return on their investment in these programs.  What ALESYS DidALESYS assigned an experienced team of Researchers,  Instructional Developers, Facilitators, and Measurement Specialists to analyze  the results these programs were getting over the past two years.  We also analyzed all the variables that were  impacting transfer of the training content to job application.  Our report to Senior management was very  detailed and contained findings, recommendations, and next steps for improving  the effectiveness of these programs.  ALESYS was asked to implement changes to the training  content, and to provide our professional development curricula to the internal  Trainers and Job Coaches of these programs.     New Hire Training 
			    SituationFinancial  organizations often have lengthy New Hire training programs for their Call  Center operations because their Agents must handle many different types of  transactions.  We have been asked many  times to help reduce total training time for these New Hire programs, and make  them more effective in producing Agents who can manage Customers effectively as  soon as they are assigned to a Floor unit.  What ALESYS DidFor a major bank and a separate global credit issuer, ALESYS’ professional teams completely revised their  multi-week New Hire Call Center Training programs with much greater success  than their internal Training Departments had done over the years.  This is because we contribute best practices  in training Call Center Agents around the types of technical and Customer  management content that are common for financial organizations.  We thoroughly integrate technical skill  development with navigation skills and Customer management skills.  Through our powerful approach we can  typically reduce formal training time by approximately one week, saving  hundreds of thousands of dollars of training expense, while achieving higher  quality Agent performance.  This has  been the outcome with each project of this type that we have performed over the  years.
   Orientation Training 
			    SituationA  major bank asked us to help them make their orientation training for all new  employees more interesting and relevant to their current situation.  Their program had been added to over the  years, but did not have sound instructional design built in and was not  memorable, nor effective in accomplishing their goals for this training.  What ALESYS DidALESYS researched the concerns this Customer had with their  current approach and conducted interviews and focus groups with recent new  employees to determine what would make the orientation training process more  effective.  Then we custom-developed a brief,  but very focused Facilitator-led workshop based on materials we prepared for  new employees to study prior to the Orientation workshop.  Our Customer found this new approach to be  much more effective in accomplishing their vision for bringing new employees  into the organization.   Product Training 
			 SituationA  major bank realized that their Reps were not adept at explaining new or current  products so that Customers understood the features and benefits of each product  and made purchase decisions during the same call.  What ALESYS DidAs  part of the complete redesign of their New Hire Training Process requested by  this company, ALESYS custom-developed training on all products so  the Reps practiced selling and handling objections several times each day  during their multi-week training process.   When the Reps were released to their Floor units, their selling rates  were significantly higher than Reps who were trained with the prior approach.  The newer Reps reported that selling the  banks products was actually very easy and enjoyable for them and for their  Customers.   Professional Development of Trainers and Instructional Developers 
			    SituationA  major bank, and several major credit companies, had Trainers who were promoted  from within and had not been professionally developed to fulfill their training  responsibilities at a high level.  This  bank also wanted their more experienced Trainers to take their skills “to the  next level.”  What ALESYS DidALESYS delivers sessions of our two powerful professional  development certification curricula to the staff of these organizations upon  request.  Our Senior Facilitators have  all accomplished certification by ALESYS as  a Learning Designer or Learning Manager (Facilitator) and are the best in the  industry.  They are able to work with  each Trainer to improve their professional skills significantly.  Our sessions are small and personal with  many opportunities to practice with actual content these staff work with  daily.  We provide written, verbal, and  video-taped feedback for most topics, and coaching for up to one year after  each session.  These are not typical,  public Train-the-Trainer sessions, but are true learning opportunities where  behavior change occurs immediately in a peer learning environment. 
The organizations that have used ALESYS’ professional  development curricula have continued to do that for over twelve years as their  staff members have evolved.   Reengineer the Training Function 
			    SituationA  major bank had recently appointed a new leader for its largest training  function.  She assessed the satisfaction  of the internal Customers of this function and decided it was time to “raise  the bar” significantly.  She asked ALESYS to guide a “Steering Committee” of key staff and  representatives of the internal Customers that she gathered to work with her in  reengineering how all services were conceptualized and then delivered to the  various business units of the bank.  She  wanted to leverage the learning management expertise of ALESYS as she led this significant improvement for the bank.  What ALESYS DidALESYS assigned a team of our Senior Consultants to bring  best practices and strategies for consideration by the Steering Committee.  They guided the Committee and appropriate  bank staff over approximately six months to completely rethink and reengineer  all training and development functions offered to internal bank business  units.  The new approach that was  adopted has been in place for over 10 years, and focused the entire training  process on obtaining significant business results for each internal  Customer.  It also included ALESYS’ professional development curricula for all members of  the new Learning function.  We have  guided this staff group over the years as they apply their new skills and depth  of understanding of workplace learners in this large organization.  Their internal Customers are very pleased  and impressed with the positive results the new approach has achieved.   Selling/Cross-Selling Training 
			             SituationThis  Customer needed to train their licensed Agents to successfully offer more  lucrative investments to their Customer base to expand their portfolios and  grow the company in a very competitive market.    What ALESYS DidALESYS custom-developed a 2-day, Facilitator-led training  program that provided Agents with multiple opportunities to practice selling  and cross-selling all the key products and packages this organization  offered.  We built in Customer  resistance most often encountered, and helped each Agent develop strategies  that would work for them to close more business.  This company was able to increase their revenue stream  significantly within two months of the training, and has maintained a more  satisfied workforce with much less turnover than before the new approach was  integrated.
   Skills Assessment of Training Professionals 
			    SituationA  major credit card company had approximately 100 Trainers and Instructional  Developers on their teams in about ten locations around the U.S.  Senior management wanted to know the  professional development skill levels and needs of these staff members on all  the core training and learning competencies.   The ultimate goal was to offer a customized curriculum to these team  members over time to increase their skills and contribution to the  organization.  What ALESYS DidALESYS assigned a team of highly experienced Facilitators and  Senior Instructional Developers and custom-developed a knowledge assessment on  the major training and learning functions that was administered to all team  members of this Customer.  We then conducted  observations of representative members performing various core functions, and  interviewed them and their managers about professional development issues and  needs.  We also conducted focus groups  at each of the locations of these team members. 
Based on the findings of this assessment, ALESYS prepared  a detailed report for Senior Management, and then customized our certification  curricula for Trainers and for Developers to address the specific issues  uncovered by the assessment.  We  continue to deliver these powerful, practice-rich professional development  sessions to all staff members, and provide coaching as requested for individual  team members.  We also provide advanced  sessions as team members progress in their skill development.   Strategy Workshops for Senior Management 
			    SituationA  major credit card company wanted their senior management teams within the  training and development functions of all their locations to learn best  practices for managing those functions in the financial and call center work  environments.  This group of managers  had mostly operational experience, with little understanding of the workplace  learning process.  Their efforts to lead  the training and development functions were falling short of the expectations  of senior management.  What ALESYS DidALESYS researched the jobs of these senior managers, the  needs and expectations of their internal Customers and staff, and the skill  sets of their teams.  Our team then  prepared a fast-paced, two-day workshop conducted by a Senior ALESYS Facilitator to help this management team understand  their role in managing the critical functions of a large, complex financial  organization.  They learned about best  practices, and made detailed action plans for implementing what they agreed  would work well in each of their functions.   Their credibility increased significantly within the next quarter as  they implemented their action plans.  ALESYS provided coaching and support during the  implementation process.   Systems, Conversion, and Navigation Training 
			    SituationA  major bank had decided their New Hire training process needed to be revised  after they reviewed an audit that ALESYS  had conducted of their complete training approach and its effectiveness.  While ALESYS  was conducting the revision process, this bank converted to a new system for  accessing Customer information from accounts, and for navigating through new  screens and layouts to locate accurate information for Customers.  This new process had to be trained very  quickly to current employees, and incorporated into the revisions to the New  Hire training that were already underway by ALESYS.  What ALESYS DidALESYS integrated the new screens and navigation paths into  the New Hire training curriculum as they were tested and certified by the  bank’s Conversion Team. ALESYS’ Development Team made the necessary adjustments and  produced the revised New Hire training process, and the upskilling training,  within the quality guidelines and timeline for the project.  We piloted all the training and had the Reps  practice their navigation skills throughout our redesigned program.  Current employees were trained on the new  system with great success and speed using the New Hire training materials ALESYS developed.   Management told us that this conversion went more smoothly than any  conversion in the past.   Technical Skills Training 
			    SituationMost  of our Customers have highly technical content that must be trained to their  employees because of the nature of the job tasks that must be performed in  financial organizations.  Technical  content includes specific work processes like verifying Customer  identification, using complex navigation paths and computer screens, following  regulatory processes, and various other job tasks specific to the  organization.  This content is very  proprietary to each Customer and must be custom-developed to make it come alive  for employees.  Technical content is  often complex and can become very laborious, if not managed well during the  learning process.  While internal staff  are often familiar with their organization’s technical content, they are usually  not skilled in designing and developing that content so that it can be easily  learned by others.
  What ALESYS DidALESYS applies a very thorough process to learn the details  of the technical work processes and systems that are integral to our Customers’  success.  We wrap our instructional  design and development expertise around the subject-matter expertise of our  Customers’ project team members to create very interactive, engaging training  materials and techniques that enable each Learner to understand the technical  content and master it quickly so they can perform to standards.  Over the years, our Customers have told us  that they are amazed at how ALESYS can make technical content “come alive” for  their staff so quickly.  Each Customer  always owns the technical content ALESYS  develops for them, recouping the cost of the development quickly by not having  to pay License Fees over time to continue using the content.  ALESYS  also provides maintenance of technical content as it changes and evolves over  time.
   Training Needs Analysis 
			    SituationA  major credit card organization wanted to provide very rigorous professional  development for their Training Department staff.  They had used public seminars in the past with no improvement in  skills.  They had approximately 100  Trainers and Instructional Developers on their teams in about ten locations  around the U.S.  What ALESYS DidALESYS conducted a training needs analysis of the skill sets  of these staff members by surveying them, interviewing a representative sample  of the target group and their managers and internal Customers, conducting focus  groups, and observing some of their functions being performed.  We then reported our findings to Senior  Management who asked our Instructional Development Team to customize ALESYS’ professional development curriculum for this target  group to increase the skills we found to be deficient.  Our highly experienced Facilitators  delivered multiple sessions of this curriculum and provided feedback and  coaching to their participants for one year after the sessions were completed.    Train-the-Trainer 
		    SituationWhenever  ALESYS custom develops any Trainer-led content for any  Customer, their current Trainers must be prepared to use the new training  materials most effectively.  This  situation is present in every development project ALESYS performs for our Customers.  What ALESYS DidALESYS assigns several Senior Instructional Developers who  worked on the custom development project for the Customer to conduct a  Train-the-Trainer session for a representative group of the Customer’s Trainers  who will be responsible for leading the implementation of the new training  materials.  Since all ALESYS learning professionals possess excellent facilitation  skills, these sessions focus not only on demonstrating the new training content  and materials that have been prepared for the Customer’s Trainers to use, but  also on how best to manage each learning activity that has been developed.  These sessions vary in length depending on  the scope, complexity, and length of the finished content.  Each of the Customers’ Trainers practices  conducting sections of the content so that all Trainers can mark their training  materials and increase their comfort and skill in using the materials to  conduct effective sessions immediately after our Train-the-Trainer session is  completed.  We receive rave reviews for  the care and attention to detail that we take in preparing our Customers’  Trainers to be successful with any materials we develop for their use.   Up-Skilling Training 
			    SituationMost  of ALESYS’ Financial Customers need their current staff to be as  skilled and up-to-date with new products or work processes as their New Hires  are when they are released to a work unit.   However, current employees do not need the same level of training that  someone new to the organization typically needs.  What ALESYS DidALESYS prepares targeted packets of training materials for  use by Learners who already perform related tasks, and just need to learn a new  product or work process to add to their current skill sets.  These materials have been in a variety of  formats, from self-study e-learning or paper-based materials, to short sessions  conducted by Team Leaders or Trainers at the beginning of a work shift or  during dedicated training time for current staff.  Employees and operational management have embraced this process  enthusiastically. |  |   
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