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RSA & Assima Case Study 
• A bit about our business 
• Our Learning Landscape 
• Creating that Culture 
• One Particular Challenge 
• Taking you through our journey 
• Sharing the outcome & results 
• The future of eLearning 
• Where next?
A bit about our business… 
• With a 300-year heritage, RSA is one of the world’s leading 
multinational insurance groups. Today, we employ around 
23,000 people, serving 17 million customers in over 140 
countries. 
• While our origins lie in London, RSA is a global company with 
businesses in both mature and emerging markets. 
• We are a leading commercial insurer in the UK, working with 
businesses of all shapes and sizes, from Small and Medium 
Enterprises (SMEs) to some of the world’s most famous 
brands. We are also the fifth largest personal lines insurer in 
the UK, selling home, motor and pet insurance via brokers, 
affinity partners and direct to consumers under the MORE 
TH>N brand.
Our Learning Landscape… 
“of course we focus 
on customer 
service....here is the 
7 page guide to 
answer a phone in 
the contact centre” 
“Learning 
Zone...isn’t that the 
place you make me 
do that boring 
stuff?” 
In 2010 98% of our 
learning is ‘push’ to 
the learner and on 
the business terms 
and timescales 
“hello, is that the 
training team....I 
have a real customer 
service issue in my 
team, I’d like you to 
design me a 2 day 
workshop”
Creating that culture… 
• Understanding the people within our business 
• Understanding the needs of our business 
• Talking about Learning, People and the Business, not just the 
project 
– Yammer 
– Delegate stories 
– Results 
• Making it sustainable 
• Winning awards for it! 
• We are clear that L&D Supports our position in 
the Times 25 Best Big Companies to work for, 
and we continue to drive our learning agenda as 
a key part of this
One particular challenge… 
• RSA undertook a complete overhaul of our underwriting systems, and 
shifted our main operating system for customer management 
• This represented one of the biggest challenges we faced as an L&D 
team 
• Rolling out to over 750 staff across multiple sites; a major project under 
any circumstances. 
• Covering a combination of product and system training over a period of 
10 days in the classroom, with a substantial portion of this is devoted to 
how to use the AIS system itself. 
• Keeping on track with the 10 days training schedule is hugely dependant 
on the use of an AIS Training Environment in order to allow delegates to 
learn, familiarise and practice how to use it.
Outlining the issues 
“its really hard to learn 
from a training system 
that doesn’t mirror the 
real system, and keeps 
crashing in the middle 
of practice!” 
“10 days – feels 
like forever!!! Its 
just too long!” 
“A faster training system is 
needed to be able to offer 
a live situation, even a 
training system that works 
correctly”
Laying down the gauntlet… 
We needed to completely overhaul our training environment with a brief 
to: 
• Reduce length of training time by 20% whilst maintaining / improving 
knowledge transfer 
• Remove dependency on existing training environment/platform 
• Be future proof & easily adaptable for other business areas 
We scoped out the requirement – what was it we were looking for? 
• A solution which could provide us easily with the ability to “clone” our 
existing systems into lessons, guided practices and tests. 
• Not a one dimensional simulation builder which would take 
us a great deal of time to build lessons with
The action 
With the agenda set, and the challenge laid down, we needed to act fast. We 
reviewed the market for different technology solutions to meet our requirements 
• Our solution was to harness the unique Assima Training Suite 
• This enabled us to create an engaging, interactive training 
environment - creating a life-like clone of our systems 
• We could build e-learning that looked exactly like our existing systems and 
would enable our learners to: 
- use lessons on a simulation of the systems 
- practice on a system that looked and behaved like the real thing 
- then be tested to make sure they were up for the job! 
We were now down to just a 4 week window to implement; building, testing, 
piloting and testing compatibility with our LMS
The results – a summary… 
Increased Level 1 
evaluation scores 
Increased Level 2 
evaluation scores 
Self service portal 
available. Just in 
Time learning 
Consistent and clear 
learning 
Consistently training 
a minimum of 100 
new delegates each 
year 
Formalised training 
A library of 220 
lessons and growing 
No more PowerPoint 
overviews in the 
classroom 
24 lessons, 4 weeks 
1.8 FTE 
30% reduction in 
Time to Competence 
Investment returned 
with first 24 lessons 
Time to design 
slashed by 50%
Our Business and our People love it 
What business wouldn’t - we’ve seen a £290,000 cost saving in year 
one and our people love how useful and easy it was: 
“Really helpful to 
familiarise with 
systems, completed 
all of the training for 
sales and service 
using Learning Zone” 
“Assima was 
a great help” 
“An excellent learning tool” 
“The training on 
Learning Zone 
was fantastic - 
best we have 
had in years!!! “
We’re really proud to be winners in two 2013 Training Journal Award 
categories: 
- Best Contact Centre Programme – Silver Award 
- Best Commercial Programme - Overall Winner
Paul Stevens – MD, Assima UK 
What’s Next for RSA? 
© 2013 Assima 13
70:20:10 – How we learn 
10% 
Formal 
Training 
20% 
Informal 
Coaching 
70% 
On the Job Experience 
© 2013 Assima 14
The Future of eLearning 
© 2013 Assima 15
How do you spell hors dad? 
© 2013 Assima 16
What is an EPSS system? 
a computer based system which 
is designed to support the end-users in 
their use of Information Systems 
Day 1 performance 
Help at the point of Need 
© 2013 Assima 17
What is an EPSS culture? 
a self directed, collaborative learning 
and support culture 
Continuous Improvement 
Adaptable and focused on individual and 
business needs 
© 2013 Assima 18
EPSS systems from the 1990’s 
Knowledge Management System 
External 
Manual Search 
Content is Pulled 
© 2013 Assima 19
EPSS systems now and in the 
Future 
Knowledge Management System 
External 
Manual Search 
Content is Pulled 
Interaction Management System 
Intrinsic 
Context Sensitive 
Content is Pushed 
© 2013 Assima 20
The Assima View – wouldn’t it 
be good if…..? 
A system that helps me 
find the right solution in 
less than 5 seconds 
Role-based content push 
and social updates for 
useful up to date content 
You cannot improve what 
you cannot measure 
Will your end-users 
come back to the ePSS? 
Can your content cope 
with changes? 
Is the value of your 
ePSS measurable? 
© 2013 Assima 21
Video 
Empower your users 
Improve user performance 
Improve business performance 
© 2013 Assima 22
Q & A 
© 2013 Assima 23

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How RSA halved training design time and decreased time to competence by 30%

  • 1.
  • 2. RSA & Assima Case Study • A bit about our business • Our Learning Landscape • Creating that Culture • One Particular Challenge • Taking you through our journey • Sharing the outcome & results • The future of eLearning • Where next?
  • 3. A bit about our business… • With a 300-year heritage, RSA is one of the world’s leading multinational insurance groups. Today, we employ around 23,000 people, serving 17 million customers in over 140 countries. • While our origins lie in London, RSA is a global company with businesses in both mature and emerging markets. • We are a leading commercial insurer in the UK, working with businesses of all shapes and sizes, from Small and Medium Enterprises (SMEs) to some of the world’s most famous brands. We are also the fifth largest personal lines insurer in the UK, selling home, motor and pet insurance via brokers, affinity partners and direct to consumers under the MORE TH>N brand.
  • 4. Our Learning Landscape… “of course we focus on customer service....here is the 7 page guide to answer a phone in the contact centre” “Learning Zone...isn’t that the place you make me do that boring stuff?” In 2010 98% of our learning is ‘push’ to the learner and on the business terms and timescales “hello, is that the training team....I have a real customer service issue in my team, I’d like you to design me a 2 day workshop”
  • 5. Creating that culture… • Understanding the people within our business • Understanding the needs of our business • Talking about Learning, People and the Business, not just the project – Yammer – Delegate stories – Results • Making it sustainable • Winning awards for it! • We are clear that L&D Supports our position in the Times 25 Best Big Companies to work for, and we continue to drive our learning agenda as a key part of this
  • 6. One particular challenge… • RSA undertook a complete overhaul of our underwriting systems, and shifted our main operating system for customer management • This represented one of the biggest challenges we faced as an L&D team • Rolling out to over 750 staff across multiple sites; a major project under any circumstances. • Covering a combination of product and system training over a period of 10 days in the classroom, with a substantial portion of this is devoted to how to use the AIS system itself. • Keeping on track with the 10 days training schedule is hugely dependant on the use of an AIS Training Environment in order to allow delegates to learn, familiarise and practice how to use it.
  • 7. Outlining the issues “its really hard to learn from a training system that doesn’t mirror the real system, and keeps crashing in the middle of practice!” “10 days – feels like forever!!! Its just too long!” “A faster training system is needed to be able to offer a live situation, even a training system that works correctly”
  • 8. Laying down the gauntlet… We needed to completely overhaul our training environment with a brief to: • Reduce length of training time by 20% whilst maintaining / improving knowledge transfer • Remove dependency on existing training environment/platform • Be future proof & easily adaptable for other business areas We scoped out the requirement – what was it we were looking for? • A solution which could provide us easily with the ability to “clone” our existing systems into lessons, guided practices and tests. • Not a one dimensional simulation builder which would take us a great deal of time to build lessons with
  • 9. The action With the agenda set, and the challenge laid down, we needed to act fast. We reviewed the market for different technology solutions to meet our requirements • Our solution was to harness the unique Assima Training Suite • This enabled us to create an engaging, interactive training environment - creating a life-like clone of our systems • We could build e-learning that looked exactly like our existing systems and would enable our learners to: - use lessons on a simulation of the systems - practice on a system that looked and behaved like the real thing - then be tested to make sure they were up for the job! We were now down to just a 4 week window to implement; building, testing, piloting and testing compatibility with our LMS
  • 10. The results – a summary… Increased Level 1 evaluation scores Increased Level 2 evaluation scores Self service portal available. Just in Time learning Consistent and clear learning Consistently training a minimum of 100 new delegates each year Formalised training A library of 220 lessons and growing No more PowerPoint overviews in the classroom 24 lessons, 4 weeks 1.8 FTE 30% reduction in Time to Competence Investment returned with first 24 lessons Time to design slashed by 50%
  • 11. Our Business and our People love it What business wouldn’t - we’ve seen a £290,000 cost saving in year one and our people love how useful and easy it was: “Really helpful to familiarise with systems, completed all of the training for sales and service using Learning Zone” “Assima was a great help” “An excellent learning tool” “The training on Learning Zone was fantastic - best we have had in years!!! “
  • 12. We’re really proud to be winners in two 2013 Training Journal Award categories: - Best Contact Centre Programme – Silver Award - Best Commercial Programme - Overall Winner
  • 13. Paul Stevens – MD, Assima UK What’s Next for RSA? © 2013 Assima 13
  • 14. 70:20:10 – How we learn 10% Formal Training 20% Informal Coaching 70% On the Job Experience © 2013 Assima 14
  • 15. The Future of eLearning © 2013 Assima 15
  • 16. How do you spell hors dad? © 2013 Assima 16
  • 17. What is an EPSS system? a computer based system which is designed to support the end-users in their use of Information Systems Day 1 performance Help at the point of Need © 2013 Assima 17
  • 18. What is an EPSS culture? a self directed, collaborative learning and support culture Continuous Improvement Adaptable and focused on individual and business needs © 2013 Assima 18
  • 19. EPSS systems from the 1990’s Knowledge Management System External Manual Search Content is Pulled © 2013 Assima 19
  • 20. EPSS systems now and in the Future Knowledge Management System External Manual Search Content is Pulled Interaction Management System Intrinsic Context Sensitive Content is Pushed © 2013 Assima 20
  • 21. The Assima View – wouldn’t it be good if…..? A system that helps me find the right solution in less than 5 seconds Role-based content push and social updates for useful up to date content You cannot improve what you cannot measure Will your end-users come back to the ePSS? Can your content cope with changes? Is the value of your ePSS measurable? © 2013 Assima 21
  • 22. Video Empower your users Improve user performance Improve business performance © 2013 Assima 22
  • 23. Q & A © 2013 Assima 23

Editor's Notes

  1. Walk through the contents Highlight our example as a business and how we have focussed on changing our learning solutions to meet ou
  2. 300 years built on our technical expertise - used the grey, bowler hat and umbrella approach deliberately
  3. Classroom and mandatory e Training not learning
  4. We’re working hard at driving our culture – Who are our learners Generation XYZ had passed us by untiol we looked at our demographics – no longer bowler hat city gentleman of a certain age – more likely to be a 28 year old female working in Liverpool What is our the business are trying to achieve (not what training have they asked for like before) wider culture and communication thinking about long term and people like it! Increased our eLearning uptake by 103% in 12 months A total of 67% of all learning uptake at RSA UK is now On-line Learning Using Assima for our core skills portfolio we have slashed design times by 50% Reduced our time to competence by 30% Driven up satisfaction at Level 1 evaluation by 6% Driven up learning transfer on average by 4.5% In 2014 70% of the learning accessed is driven by the individual and focuses on career development
  5. Our Case study -
  6. Our existing training platform simply wasn’t fit for purpose. For example: The system was unstable and would regularly crash, setting training back for days at a time. The system was not in real time and therefore outdated and not true representation of what our agents were working with on a daily basis. Our learners could go through this training, without interacting with any actual system to embed the learning, this meant that their first use of the new system, could’ve been live with a customer! The business were telling us the training was too long, and people werent coming out ready to hit the ground running with AIS Our level 1 evaluation data told us we had an issue with “The channel of delivery for this programme was effective” and gave us verbatim feedback like: The training was very lengthy, and needed to be shorter to drive efficiency
  7. Nothing like a bit of jeopardy like any good story to make it even more exciting!
  8. Solutions like Captivate – but were limited
  9. Significant change to the business – we started with 25 lessons in Personal – went so well. We’re rolling out to 2 other business areas, commercial and business casing for claims. Context sensitive training and link to and next steps
  10. Not only has RSA met training objectives and business objectives, it has also made impressive cost savings with over £290k to be saved in one year. We’ve seen an increase to 94% in response to “The channel of delivery for this programme was effective” and verbatim comments like: And beyond – Business love it and involve us in any new initiative to introduce the tool. Some commercial learners “The structure based on LMS courses and powerpoint was fantastic - very impressed and wished we had this platform years ago. Was very easy to work through and remember. Loved the screenshots and notes, user friendly and very straightforward” “The training on lms was fantastic - best we have had in years!!! “ NPS score for the 88.89% Satisfaction score 96.67%
  11. TJ 2013 One example using some great Assima technology where we have made a difference to our business – we’re proud of what we’ve done here and how we are changing the learning culture. But it doesnt stop there.... Increased our eLearning uptake by 103% in 12 months A total of 67% of all learning uptake at RSA UK is now On-line Learning In 2014 70% of the learning accessed is driven by the individual and focuses on career development Mobile and own device learning accounts for 40% usage on some of our learning products We’re proud of what we’ve done – but we’re still on the journey!!
  12. Hi, I’m Paul Stevens, MD of Assima UK. I’ve been working in the learning industry for over 20 years, almost all of that time for Assima. For those unfamiliar with Assima, we are a UK learning software and services company, with operations in 10 countries around the world and we focus in particular on helping organisations improve the performance of their people, their processes and their IT systems. The first phase of the RSA journey moved the organisation firmly out of the traditional classroom training approach into a technology-enabled blend of face to face and self-paced elearning. RSA successfully implemented a change to an eLearning culture, with the benefits that delivered: Reduced time in the classroom and away from business Reduced time to achieve competence Improved evaluation and reaction from users Reduced time to develop and maintain training content Reduced cost A library of 24/7 accessible reusable content available ongoing But what is the next step for organisations like RSA? Having got the basics right, how can they continue to improve learning and save even more cost, and how can learning technology support that? Like all good learning functions their first point of reference was to align with the overall business strategy. This, put simply, as with many organisations, is focussed on improving company agility and improving competitive edge – they needed to support this through learning. Agility. I don’t often like industry buzzwords, but this one is not too bad. Basically it means ensuring the company is able to adapt to change quickly and efficiently – changes in business environment, competitive pressure, new technology and process trends. The key task of Learning Depts is to ensure that users are able to adapt to these changes quickly (quicker than the competition) and adopt new ways of working.
  13. There are two principles we should bear in mind when thinking about the future. The first is how we learn. 70:20:10 simply illustrates that. If RSA wants to improve further, it needs to focus on the 90% of learning that happens outside formal training.
  14. The second is to focus on the new learners coming through and the new learning culture. Toby and Jules. Let’s look at Toby and see what we can learn from him. Background to bear in mind. Toby has never been formally taught how to play minecraft, but believe me, what he can create and speed at which he manages and controls the game is truly impressive. He learnt by sitting next to his older brother Luke whilst he was playing, watching and asking questions as he went – how did you do that? Why did you do that? How would you do this? He learnt to alt-tab between minecraft and Youtube from me – my claim to fame.
  15. But when Luke’s not there What he’s done is he has created his own fast, in-game support mechanism where he draws on trusted sources to solve his problems as and when they arise. His own immediate in application support mechanism. In fact a kind of EPSS system.
  16. And this is where eLearning is moving, where there is currently lots of excitement within the learning industry, and it is also the next logical area for organisations who have begun to embrace eLearning to explore – as RSA are now doing.
  17. The move to EPSS and EPSS systems also goes hand in hand with a change in learning culture within organisations. As we saw with RSA, their learning culture is empowering the user/employee/individual. Enabling them to take more control over their learning, giving them more opportunities to plan their continuous learning and skills improvement. I’ve called it an EPSS culture. Add to the self direction, collaboration, adapability and a focus on business needs.
  18. You may say that EPSS is nothing new, we’ve had is since the 1990s. Indeed, we have and called it KM, but their were weaknesses. I remember a friend of mine excited about KM – we’ll set up this new system where we’ll store everything that is useful that people need to reference within the business. All they need to do is search through to find what they need when they need it. But in reality, there were several problems: Slow to deploy no automated indexation, requires constant adaptation – takes forever to find Pushing the wrong content learning vs performance support – you search and then find something that is not suitable, not quick reference, more courseware like Not providing answers to problems bad context, bad content, too vague – It is in no way context sensitive Requires technology experts to define contexts, to create/publish content – complex to maintain Not knowing who is logged in, who is accessing what no user specifics, no social abilities, etc… - relies on you to do all the work to find the right info, not an intelligent system that nows who you are or where you are
  19. The EPSS systems of today need to be very different. They need to be integrated within the systems you are working on, not external. Immediately accessible. They need to understand where you are within systems and provide information that is context sensitive – screen, field, data entry level. They also need to be able to push information to you, not only be a resource on which you pull.
  20. Some key principles of an effective EPSS Your EPSS must deliver relevant help in 5 seconds, otherwise users it will be confined to the same fate that many KM systems are, it is not used coz users can’t be bothered to wade through – it’s quicker to ask someone or the helpdesk. Your EPSS should recognise who accesses it and be able to push relevant information by role, as and when the business requires it. Also if you can’t allow easy feedback channels from your users, then your EPSS will never become a Google or Youtube type of resource of choice, nor will it continue to grow and become more effective over time, but become an out of date, un-used, expensive to maintain folly Your EPSS must be measurable – if you cannot monitor which content is being accessed by whom you can’t improve the system – must have a back end Immediately access content specific to you in your language Search for anything – all content automatically indexed Comment on content and notify author of improvements Subscribe to content - auto-notification of change Access the same ePSS from within all applications Access ePSS from any device – iPads / tablets / mobiles Access content offline and synchronise when back online Push information to specific roles, groups or individuals Push information as a campaign with defined start and end date, to support specific out-of-the-ordinary activities Collect feedback from end-users to improve the ePSS Block access to certain system tasks based on criteria Report on all aspects of ePSS usage