Executive Summary

With limited capacity and experience in delivering digital training and without any learning management infrastructure, a credit union client was unsure how to address their training needs for a newly remote workforce. Innovatia saw an opportunity to streamline their training and deliver a digital, self-directed, eLearning program that would help them to achieve three main business goals; reduce the cost of training through an overall reduction in training hours and trainer effort; design a flexible training program that supports their remote workforce and streamlines the training requirements for each corporate role; maximize ROI by creating training assets that are easy to update and maintain, thus increasing the longevity of the solution. The results not only drove business value but also reduced program seat time by 50% while developing capability and capacity. 

Our Solution

We designed an end-to-end software learning program that transformed their traditional approach into a modern, self-directed program. Our solution puts banking staff at the center of their learning experience through:

Workflow-Based Learning Architecture

Rather than system-feature-based training, we focused on job-role tasks that staff need to perform daily. This system-skills development approach ensures learners acquire practical competencies aligned with their actual responsibilities.

Modular eLearning Design

Short, focused modules fit seamlessly into the workday, with progressive practice opportunities that incrementally qualify staff as they advance through the program. We delivered practical financial services workforce training without disrupting operations.

Comprehensive Training Guidebook

Recognizing that the credit union's staff were new to self-directed learning, we created a detailed guide covering program goals, outcomes, terminology, and resources. This onboarding tool includes direct links to all training materials hosted on the organization's shared network, ensuring accessibility for all staff regardless of location.

Strategic Content Development

We analyzed existing training materials, webinar recordings, and user guides to identify required tasks and align the new program with current resources. Using tools the client already owned (Microsoft Office, Adobe Acrobat, Articulate 360), we created sustainable training assets.

Deliverables

Key deliverables included a Learning Blueprint, eLearning Modules, Animated Video, Training Guidebook, Development Templates, and Maintenance Tutorials.

We achieved measurable impact on workforce capability. 

50% Reduction in Seat Time - Streamlined, role-specific training eliminated unnecessary content and accelerated time-to-competency.

Personalized Learning Paths - Individual staff receive tailored training experiences—precisely what they need to complete their job tasks, nothing more.

Scalable Delivery Model - Global access enabled simultaneous training across multiple branches and remote workers, replacing sequential onsite sessions and dramatically increasing training capacity.

Sustainable Training Infrastructure - By leveraging the client's existing tools and providing development templates plus "how-to" tutorials, we ensured the implementation team could update existing materials and create new software customization training content independently.

Overall, the self-directed eLearning program reduced seat time by 50%. Employees have a tailored training experience that equips them to complete their job tasks. By providing global access to the training materials rather than scheduling sequential on-site sessions with the trainer, our client can train multiple offices and remote workers simultaneously. We increased our client's ROI by developing training materials using tools they already had (Microsoft Office, Adobe Acrobat, Articulate 360). By providing their project implementation team with development templates and "how-to" tutorials, they can maximize reuse, make their own updates, and create new training materials in the future for flexibility and scalability.