SVB needed to convert 2 existing synchronous eLearning courses (created in Moodle) to 2 asynchronous stand-alone eLearning courses using Lectora, Flash, Articulate and Raptivity; and to publish to Learning Link, a SCORM compliant LMS specific for financial institutions. SVB assigned Upward Momentum with the task of providing a comfortable and intuitive navigation experience for their employees when using the courseware.
BP Global PSCM L&D- SharePoint Course Management Sys
Created a course management system using SharePoint to assist in the delivery of Instructor Led Training (ILT), Computer Based Training (CBT) and blended learning solutions for the new PSCM (Procurement and Supply Chain Management) learning offer at BP, built around the Template of Excellence. SharePoint was the logical choice for ease and speed of delivery, and as an interim solution until a dedicated LMS could be delivered for the group.
SVB Financial Group - CBT
SVB Financial Group provides diversified financial services to emerging growth and mature companies in the technology, life science, private equity and premium wine markets. Silicon Valley Bank, Santa Clara, Ca. required over 2 hours of training video and interactive practice sessions to bring the 750+ users up to speed on using the highly customized Dynamics CRM application with intricate workflow processes (automated and semi-automated) in the application. Even months after the initial training, the e-learning content is still being used on CD as a refresher to raise the comfort level of existing users and train new users that have joined the bank. Professional quality voice was used throughout these demos.
User Acceptance Testing (UAT) Tool - Dynamics CRM
Developed a UAT tool for custom training built around Microsoft Dynamics CRM. Used for multiple clients; both (1) working through Microsoft Dynamics CRM value added resellers who have developed a solution and require training, and (2) providing training following Upward Momentum delivered Dynamics CRM solutions.
Baird Financial Group - Participant Guides and Job Aids
Baird Financial Group required participant guides, leader guides, and training job aids (quick reference cards) for their custom Dynamics CRM training. Upward Momentum provided custom participant guides, and developed a tool for automating the creation of participant and leader guides.
SVB Alliant Windows Help System
SVB Alliant is a leading investment banking firm and provides Merger and acquisition and private capital advisory services. They were implementing Dynamics CRM and needed both a means of providing training to multiple branch offices simultaneously, and the ability to update future changes in the application based on changes in workflow. This demo shows the windows based help system which was created so that anyone with a basic knowledge of HTML or even Word could make modifications and insert new topics and subtopics.
SVB Alliant Web Help System
Incorporating a Web based help system enabled SVB Alliant in remote locations globally to be able to access the help content anywhere and anytime. It also assisted sales persons on the road in being able to always activate the application from any computer.
Citizens Energy Dynamics CRM Configuration
The Citizens Energy Oil Heat Program has delivered millions of gallons of discount home heating oil to poor and elderly households in Massachusetts and the Northeast since 1979. More recently, it has extended the program to 16 states. At Citizens Energy, they needed the capability for Customer Care to be able to respond to all incoming phone calls during the Oil Heat program, and have the answers at their fingertips. For Customer Care, we were able to configure CRM with new entities that allowed for Customer Care to easily locate the information, and with the provisions for them to research and input new information of their own, including Crisis Resources, FAQ and Top Responses.
Citizens Energy Dynamics CRM Portal
For the Call Center, an online Portal was created that allowed the Call Center Representatives to walk through the application without logging in to CRM, and utilize the green scripts on the left side when prompted with different scenarios. When clicked, a pop-up window like the one you see on this page appears.
The Nationwide Graphics/Premier Print Organization (NG/PP) is a leader in the commercial printing and supply chain business management industry. There are sixteen companies within the Nationwide Graphics/Premier Print group that needed some method of measuring consistent metrics. A User Training Guide was created for all Users at each company and a separate Division Management Guide was created that merged senior management strategies and processes in to CRM.
US Press Direct- eCommerce Storefront Guide and CRM Guide
US Press Direct had made a decision to seek revenue online in addition to their storefront in Valdosta, Georgia. Using Dynamics CRM as a backend, and incorporating a storefront on the front end, US Press Direct needed instructions to enable the web visitors to properly navigate the site. Upward Momentum assisted by creating an online help for the eCommerce site.