Post on 15-Aug-2015
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
Bu
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Kn
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kills
Spe
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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