Radcom provided training design and documentation services to support the implementation of a redesigned client web portal. Deliverables included instructor-led training materials, eLearning, quick reference guides, and scenario-based examples.
Company Profile
- Industry: Financial Services/Investment Management
- Focus: Web-based platform for account access, transaction processing, and client communications
- Departments Involved: Over 20 across the organization
Problem
The firm launched a new web portal to improve customer experience and streamline internal processes. However, the platform overhaul required employees and technicians to learn new systems quickly and accurately while the portal was still in development.
Key challenges included:
- Reducing training gaps during concurrent portal development.
- Ensuring company-wide readiness under tight deadlines.
- Addressing varying training needs across departments.
- Creating engaging, user-friendly content despite limited system access.
Solution Presented
Radcom designed a multi-format training solution tailored to the evolving system:
- A manual for instructor-led training
- A concise, scenario-based eLearning course
- Quick reference guides to reinforce learning
Scenario walkthroughs were included to help employees apply training in real-world use cases and enhance long-term retention.
Process Executed
Radcom worked in parallel with the platform’s development, adapting content as system updates became available. This included:
- Creating modular, easy-to-understand training materials.
- Collaborating with internal stakeholders for feedback and alignment.
- Delivering the full training package ahead of the portal’s launch date.
Outcome
The training program exceeded expectations by:
- Equipping hundreds of employees to navigate the portal with confidence.
- Supporting hands-on learning through realistic scenarios.
- Meeting tight timelines and staying within a modest budget.
Client Testimonial:
“Our company was able to successfully train hundreds of employees to perform their roles efficiently using the new platform… The eLearning course continues to be used as an onboarding tool for new associates.” — Supervisor of Learning & Development