36 Trainers for a Nationwide Software Rollout

The challenge

A global financial services firm needed to train personnel in its Wealth Management field offices across the U.S. on a new software implementation. It was a high-priority initiative, and the firm wanted a long-term partner with a similar global perspective and commitment to quality.

AXIOM was one of several firms invited to propose, and was the only firm selected, based on its experience providing professional trainers, delivering large-scale software rollouts, and managing complex projects.

The approach

AXIOM built the engagement around a train-the-trainer program designed for this client.

• Developed a train-the-trainer program around the client's specific requirements, with hands-on practice and teach-backs.
• Put AXIOM consultants through the program, giving the client a qualified bench of more than 40 trainers.
• Fielded 36 trainers from that bench, including a resource lead, to provide on-site training coverage enterprise-wide. The rest of the qualified bench remained available to cover unexpected absences.
• Each trainer was assigned a U.S. territory and rotated through the client's field branches, on site Monday through Friday and traveling on weekends.
• AXIOM's trainers worked as part of the client's training team, combining the experience and infrastructure of the client's internal trainers with AXIOM's delivery expertise.
• Training used a variety of methods and topics, with structured training and support for every user.

The results

• A qualified bench of more than 40 trainers, prepared through a train-the-trainer program built for the client
• 36 trainers fielded for on-site training coverage enterprise-wide
• All U.S. field personnel trained during the four-month engagement
• The client's executive team recognized the trainers' knowledge and skills and the resource lead's project management, organization, and communication

Why it worked

A train-the-trainer program built around the client's requirements, a qualified bench deeper than the schedule required, and a strong resource lead coordinating a demanding schedule.