Delivering a Successful Training and User Adoption Project for a Global Bank
Overview
A global investment bank needed support with upgrading and migrating approximately 600 trading users onto new devices over a 4-month period.
Techary worked closely with the client’s project and technical teams to deliver a successful user adoption programme, giving uninterrupted floor support for each of the 6 phases of migration.
A point to note is that this technology upgrade was largely carried out in the midst of the global pandemic, and with the challenging enforced restraints and restrictions, the Techary team continued to successfully deliver its services both remotely and on client premises, complying with strict PPE processes.
Requirements
Our solution
Techary were engaged to provide a large international investment bank with a phased user adoption programme to support the upgrade and migration of approximately 600 trading positions over a 4-month period.
Dedicated training to inform users of the new technology being deployed.
Although not an initial client requirement, the role of a training co-ordinator was quickly identified midway through the first phase as key to the success of the project, to drive user interest and attendance.
Post-migration support.
Results:
– Structured training sessions in a relaxed environment without distraction was essential to help users embrace their new technology in a positive way
– Continuity of lead consultant and additional training team throughout migration project instilled client and user confidence
– UAT within training ensured user profiles were correct and traders could be fully productive on day 1 of migration, helping to ensure a seamless transition to the new upgraded platform