Challenge: A major financial services firm implemented a new desktop operating system across the entire organization. At the same time, it upgraded its suite of desktop applications.

Solution: DBMI participated as part of the team to design, develop, and implement the training and help desk function.  DBMI was instrumental in creating extensive communication to prepare the organization prior to the actual implementation. Individuals submitted questions and concerns that were addressed in the pre-implementation communication strategy.  Also, where appropriate, these items were incorporated into the implementation plan itself.

DBMI created a blended training solution, consisting of:

• Purchasing generic web based training about the third party desktop software,
  
  
• Developing custom web based training to address the aspects of the desktop software implementation unique to the organization,
  
  
• Delivering web based conferencing to coincide with the implementation of the desktop software within specific user areas, and
  
  
• Implementing a web based collaboration tool through which problems could be addressed and answers to Frequently Asked Questions (FAQs) could be posted.

Business Impact: Both the new desktop operating system and the upgrade to the suite of desktop applications were implemented on time, which had never before occurred in the organization. The employees were highly supportive of the training initiative, as well as elearning, and appreciated having a choice of training alternatives to address their particular learning styles. The financial services firm calculated its tangible savings to be in excess of $30 million.