Systems Case Study

In the fast-paced business environment, the ability to navigate complex systems efficiently and effectively has become vital. Organisations face an ever-increasing demand for adaptability and streamlined operations to achieve organisational goals

In this case study, we examine an established organisation that recognised the essential role of embracing change by implementing new systems to optimise operations and enhance performance. Here, we explore how customised Systems Training empowers individuals, streamlines processes, and drives efficiencies in the business environment.

Project Requirement

A globally-renowned educational institution implemented a new finance system, spanning internal and external financial transactions across the organisation. There was a critical requirement to equip its teams with the tools to understand the system functionalities and standardise the associated business-related practices, to drive efficiency across all operations.

shutterstock_2276872041 2560x1638px Case Study
Positive Coworkers Pointing At Computer Screen Working On Finance System

Training Goal

A key objective was to facilitate a cultural shift toward the newly adopted finance system, involving behavioural change. This required aligning the system seamlessly with the organisation’s business processes, while ensuring that all employees had a comprehensive understanding of the system, and its functionalities, aligned to their respective roles. The overarching objective was to transform the current way of working in the finance department through the implementation of the new system, with the ultimate aim of empowering all users to proficiently navigate and utilise the software, in line with standardised business-processes.

Training Goal

A key objective was to facilitate a cultural shift toward the newly adopted finance system, involving behavioural change. This required aligning the system seamlessly with the organisation’s business processes, while ensuring that all employees had a comprehensive understanding of the system, and its functionalities, aligned to their respective roles. The overarching objective was to transform the current way of working in the finance department through the implementation of the new system, with the ultimate aim of empowering all users to proficiently navigate and utilise the software, in line with standardised business-processes.

Positive Coworkers Pointing At Computer Screen Working On Finance System

Customised Solution

For effective Systems Training, a crucial step is the seamless amalgamation of system functionalities with the organisation’s business processes. This proved pivotal in our approach, as we aimed to undo outdated practices, and adopt the new finance system.

Our dedicated team mastered the system’s functions and aligned this knowledge with business practices, seamlessly incorporating the system into the organisation’s framework.

We created materials for face-to-face workshops, and blended live demonstrations with hands-on practice in a secure online environment for immersive learning.

Empowering employees with user-friendly guides and easily digestible ‘cheat sheets,’ they confidently navigated system components relevant to their roles.

Training Outcome

The training initiative saw the participation of more than 1000 employees, who actively engaged in in-person training sessions conducted over the span of a month. Simultaneously, online ILT sessions were adapted to accommodate individuals unable to attend the in-person sessions,
ensuring their readiness for the imminent ‘go-live’ date.

1

Immediate Application

Enabled employees to immediately apply
what they learnt to their tasks, leading to
quicker adoption and increased productivity

2

Smooth System Transitions

Training helped
employees adapt to changes more effectively and ensured
a seamless transition process

3

Better User Experience

Knowing how to use systems effectively, the overall user experience improves – reducing frustration and enhancing job satisfaction

4

Positive Impact on ROI

Training ensured employees maximised the value of their system, contributing to a positive return on investment (ROI) in the new technology

5

Boosted Confidence

Employees felt more confident and competent
in using the tools,
leading to increased job
satisfaction and empowerment

Learner Satisfaction