Utilities – Large Swedish Utility

Large Swedish Utility – Train the Trainer (Investment Portfolio Management)

Training delivers high levels of systems and process adoption. Implementing a new investment management process, a new system across an entire business unit comes with its challenges, customer adoption comes from excellent business process and systems training.

Challenge

As part of an OPPM implementation for this power company we were faced with the challenge of implementing a new process and system for investment management to lead a sharp increase in RONA (return on net assets). The organisation’s 4 divisions each had existing systems and processes which had to be aligned to the new process, and then staff had to manage the new process in a new application.

Approach

During the project formation stage, we were engaged to provide a series of educational seminars to provide the staff and management with a high level understanding of the reasons for embarking on a portfolio management initiative.

In project design stage, we conducted a half day training session where we exhibited the OPPM tool to gain buy-in. We also specified the use of the “knowledge functionality”, structuring the category help to provide additional detail.

During implementation, we adopted a hierarchical Train the Trainer approach for most users. We jointly trained the trainers, who subsequently trained the super-users. For specific user groups, we provided one-to-one training

Benefits

By deploying this structured approach, we had:

  • A more informed customer, that understood why management had embarked on this investment;
  • A series of “in tool” support mechanisms that prompted users who were unsure of data entry requirements or data element definitions;
  • Role based process and application training; and
  • The joint technical and external service management training built informal bridges that endures today.“Hyde Parks training lead provided us with excellent templates that we used to design our training material”“Administration and Super users were trained by Hyde Park throughout the implementation project and contributed to the actual configuration which provided system familiarity which was valuable after go live”

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