Case Example: On-boarding & New Employee Orientation (NEO)
Early-stage marketing automation software provider that recently secured a Series B funding round to staff up sales and support functions, expand its product offering and accelerate customer acquisition. To drive the latter, the Company tripled its inside sales and customer support staff over a six month period – increasing total headcount to 100.
As a leading edge Software-as-a-Service (SaaS) provider, the Company hired the best and brightest inside sales and customer support talent, wherever they resided, and let them work remotely from home-based, virtual offices. The Company believed that successful onboarding of its newest sales and support recruits was not just a function of product education but also ensuring that they were well trained on the company’s brand, mission, messaging, policies and procedures.
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Case Example: Compliance & Regulatory Training
Global services provider delivering expert solutions for the world’s toughest water, mineral and energy challenges via cross-functional, geographically dispersed subject matter experts. In addition to driving better outcomes, the Company’s methodologies ensure streamlined communication, expedited timelines and a constant focus on safety and sustainability. The company employs over 5,000 full- and part-time staff worldwide.
The rapid growth of Company’s business and dramatic increase in number of personnel required them to move to a formal and structured employee training program to ensure consistency of practice and mitigate project risk.
Historically, the Company had tracked and deployed all compliance training manually using spreadsheets, email, classrooms and instructors.
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Case Example: Leadership Development
Market-leading, global information services company focused on professionals in the legal, business, tax, accounting, finance, audit, risk, compliance and healthcare markets. Operating in over 40 countries and generating over $3 billion in annual revenue, the Company enables professionals to be more efficient and effective through information, software and services that deliver insights, tools and subject matter expertise. The Company has over 10,000 employees worldwide.
For larger SMB organizations and multinational corporations, succession planning is critical to ensuring business continuity for shareholders, customers, business partners and the employee base. But identifying high potential candidates within your organization is just the first step. In this case, the Company felt that it was mission critical to take their leadership development program to the next level and ensure that those tapped for future leadership roles were well prepared to take them on.
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Case Example: Employee Development
Leading retail home mortgage lender that closed over $50 billion of mortgage volume across the U.S., on average, over the past two years. Loan production is generated from three different loan centers – one located on the West Coast, one on the East Coast and one co-located with the Company headquarters in the Midwest. The Company is regularly ranked as one of the top-rated in both employee and customer satisfaction and has over 10,000 employees – 90% of whom are based at headquarters.
"Our employees are our greatest asset" is an all-too common refrain trumpeted by business executives in the constant battle for top-tier talent at all levels of the organization. There is, however, a big difference between walking the walk and talking the talk. A perennial top-ten finisher in major employee satisfaction and “best places to work” rankings, the Company maintains a strong, steady commitment to offering its employees the benefit of one of the best learning and development programs in the industry. From basic knowledge, skills and abilities to advanced, discipline- and function-specific concepts, the Company invests in its human capital at a level that demonstrates it believes in the above maxim.
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Case Example: Product Education
Global marketplace leader in power products including portable, residential, commercial, industrial generators and power washers. The Company staffs 2,000 employees, plus maintains a network of 5,000+ external business partners – including dealership staff, distributors and other business stakeholders.
The primary product education challenge for the Company was to quickly reach an already large and geographically dispersed distribution network with new product information and sales training while ensuring successful knowledge transfer. The training curriculum typically included overviews of new product features and benefits, installation, and compliance.
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Case Example: Customer Service Training
Professional membership organization supporting those who develop the knowledge and skills of employees in organizations around the world. The Organization offers its membership of over 10,000 professionals trusted expertise in the form of research, publications, events and educational programs. The Organization has 150 full-time employees, plus part-time volunteer staff.
As a trusted content publisher in today’s on-demand media age, the Organization recently increased its customer support team and decided to implement a customer care training program. The program was designed to increase member and non-member satisfaction with its offerings, drive member renewals and increase overall revenue.
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Case Example: New Process & System Rollout
World’s largest purchaser of aircraft, aircraft engines and avionics, offering private aircraft ownership to a global clientele of discerning business executives, celebrities and other luminaries for a fraction of the cost of full ownership. The Company employees over 5,000 employees worldwide, with several hundred employees staffing its flight operations center.
The Company’s flight operations center is a sophisticated operation that ensures round-the-clock readiness of its aircraft, crew and supporting equipment. In order to efficiently run the business and ensure customer satisfaction, the Company developed its own, proprietary logistics software application. The application is used on a daily basis by all business functions within the flight operations center. The logistics application entered a major upgrade cycle and the Company wanted to ensure a smooth and successful rollout upon release.
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