Transforming Account Acquisition for U.S. Banking Giant

Transforming Account Acquisition for U.S. Banking Giant

Custom Software and Custom Training Solutions

Outdated processes were costing a top-ten US bank both time and money. It’s one of countless times we’ve seen this problem ­– and one of countless times we’ve solved it.

Our approach is different and, once we got the call, both our software and our content teams got to work. Each created a part of a solution that would have been powerful alone, but they were truly remarkable together.

Results:

•  Increased employee speed to competency
•  72% decreased in time to open a new account
•  40% increase in sales when application is used

From the software side, we created an application that replaced an outdated paper system. This modern, dynamic tool helps bankers make recommendations tailored to the customer’s needs. The app also suggests “add-ons” that help customers and boost the bank’s sales. On top of all that, our software reduces the time that it takes for bankers to explain the company’s product offerings and their benefits, so the bankers can see more customers each day.

While the software team did their magic, our content team was hard at work, creating a customized training curriculum. We delivered a program that streamlined the process of working with new customers, giving bankers the confidence they need to use the new tools and close more sales, faster.

Want to learn more? Click here to read the case study.

Case Study

Find out what Unboxed solutions resulted in a 40% increase in sales.

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Galileo Maintains Renowned Culture While Moving Training from In-Person to Online with Spoke®

Galileo Maintains Renowned Culture While Moving Training from In-Person to Online with Spoke®

There’s no way around it: choosing a learning management system, whether it’s your first LMS or you’re making the switch, is tricky. And let’s be honest, there’s a lot of unhelpful information out there claiming to be your complete guide to selecting an LMS. Here’s the truth: a one-size-fits-all LMS requirements checklist doesn’t exist, because no one knows the unique needs of your business except for you.

With that in mind, the Unboxed team sat down and thought: why not empower training leaders to explore their training needs and create an LMS requirements checklist that meets those needs?

So, instead of producing another half-baked LMS checklist, we decided to create a powerful tool you can actually use:

A step-by-step LMS buyers guide that teaches you how to identify your unique LMS requirements and establish a simple process for choosing your first LMS or switching your current LMS.

If you’re looking for a proven method to determine your company’s training needs—and a step-by-step guide to get you through LMS implementation—then download Creating Your LMS Requirements Checklist: A Step-by-Step Guide.

Want to know more about what’s included in the guide? We’ve got you covered. Keep reading for an in-depth preview of what’s inside.

 

THE BUSINESS CASE FOR A GREAT LMS & GREAT TRAINING

A learning management system is simply software that delivers training content, hosts resources (like PDFs, digital learning guides, and links to online content), and tracks each user’s progress over time.

It’s worth noting that while most companies use their LMS to deliver onboarding, sales and compliance training, recent data on talent acquisition and development has prompted a deeper desire to think more about the effectiveness of that training content, and how and when it is delivered.

What you’ll find inside the guide:

  • The 5 classifications of LMSs everyone should know
  • What Millennials are really looking for in the workplace
  • Recent data on how to retain and nurture high performing employees
  • How to boost your company’s revenue with a great LMS and custom training

HOW TO CHOOSE YOUR NEW LMS THE RIGHT WAY

RULE #1: DON’T START WITH FEATURES

Crawling and walking, horses and carts. It’s always the same mistake: we want to skip to the end instead of beginning at the, well, beginning. Before you can start creating a list of LMS requirements, you have to understand your users, the content they want to engage with, and how, when, and why they want to engage with it.

Jumping right to the end and picking LMS features isn’t like spoiling the ending of your favorite novel. It’s more like wasting your department’s budget by implementing a training system that your colleagues will never use. It’s a sure-fire way to instantly kill any organic desire for a culture of learning at your company.

What you’ll find inside the guide:

  • How to assemble a diverse stakeholder team
  • How to identify user roles to understand your company’s diverse needs
  • How to write user stories that map out your company’s training goals
  • How to separate LMS must-haves from nice-to-haves

CHOOSING A NEW LMS OR MAKING THE SWITCH

If you’re new to learning management systems, there is one thing you must focus on before anything else: quality training content. Even the best LMS isn’t worth a penny without great content, so work at adopting a smart, company-wide training content strategy first, and don’t get bogged down by starting with LMS features.

If you’re switching to a new LMS, you most likely have a training content strategy already in place. But, you still need to build a list of clearly-articulated pain points about what’s missing in your current LMS and what you need in your new one. Then, you need to work with your LMS provider to build an implementation plan that addresses your specific data migration needs.

What you’ll find inside the guide:

  • Some notes on the importance of great training content and a training strategy
  • A few quick insights on data migration and your pain points

VETTING YOUR LMS PARTNER: WHAT YOU SHOULD BE ASKING

It should be simple, so what makes choosing the right LMS so complicated?

Not only do you have to show your stakeholder team the business case for LMS adoption, you also have to marry great training content with the right list of LMS features that are best for your company.

And on top of that, if you’re not asking your future LMS provider the right questions up front, it’s hard to know whether you’re simply getting a vendor (who just wants to land your account) or a true business partner (who is deeply invested in your success).

What you’ll find inside the guide:

  • 5 questions to ask every LMS provider

THE LMS Requirements CHECKLIST

Throughout the process of choosing a new LMS, we know you’ll want to stay organized. So, we’ve also included a simple checklist that keeps everything in one place and helps you track your progress.

It’s basically your cheat-sheet. And, we’re here to help in any way we can.

What you’ll find inside the guide:

  • A two-page checklist you can use throughout your LMS implementation process, from building your stakeholder team to hyping your launch

SPOKE® AND UNBOXED TRAINING: YOUR PERFECT PAIR

C’mon; we wouldn’t be doing our job if we didn’t at least take one opportunity to tell you about our world-class LMS, Spoke®, and Unboxed Training, our custom training design team.

After you’ve downloaded the LMS requirements checklist, make sure to visit our Spoke page to check it out for yourself. While you’re there, you can also sign up for a personalized demo.

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Ultraceuticals Launches Award-Winning UltraAcademy With Spoke®

Australia-based skincare company Ultraceuticals had plans to create the UltraAcademy, a scalable, blended learning hub for skincare technicians, nurses, and doctors. To complete the strategy, they needed a learning management system with intuitive, modern capabilities and a great support team. Ultraceuticals found what they were looking for in Spoke®, and the partnership led to Ultraceuticals winning a Platinum LearnX Impact Award for Best Blended Learning Model 2017.

Backstory

Ultraceuticals is the leading Australian cosmeceutical skincare brand offering professional-grade products and in-clinic treatments, formulated to address major skin concerns such as aging, pigmentation and acne to give customers healthy, beautiful skin. Before the launch of UltraAcademy, Ultraceuticals flew trainers all over the country to educate students about Ultraceuticals products. Unfortunately, the two-day in-person workshops didn’t always energize people about the brand. Global Education Innovator Heather Vounnou described the learning experience as “death by PowerPoint.” For Ultraceuticals, training engagement and retention of the material is critical. “If someone doesn’t know what they’re doing, they could really damage someone’s skin,” Vounnou explained. Stakes were high, and she knew they could do better.

Opportunity

So, how could Ultraceuticals engage, certify, and reward skincare technicians, nurses, and doctors in a way that accommodated their busy schedules? The blended approach Vounnou recommended began with baseline training that could be completed online in short bursts at medical clinics between client visits. Only after baseline training would Ultraceuticals’ students complete the two-day in-person workshops to apply what they learned from their online modules. And no more death by PowerPoint. After their baseline training and initial in-person workshops, students would be able to unlock intermediate workshops and certify to become Ultraceuticals Experts. To facilitate Ultraceuticals’ desired learning experience, Vounnou needed a learning platform that would be easy to navigate. “I couldn’t have one of these clunky, unattractive learning management systems that are out there,” she said.
“I couldn’t have one of these clunky, unattractive learning management systems that are out there,” she said.
So, a lynchpin of Vounnou’s strategy was identifying the right LMS for the UltraAcademy—the one-stop-shop to complete online training, participate in ongoing professional development, and hear about medical advances and Ultraceuticals product updates. It would be the place UltraAcademy administrators like Vounnou could track engagement and get learner feedback.

Partnership

Vounnou learned about Spoke® through online research. She was impressed with Spoke’s consistent innovation and upgrades based on client feedback, and features such as prerequisites, Spoke Rewards, and Spoke News.
After her research phase, Vounnou met the Spoke support team. She knew she’d found the right technology partner, one that could provide exceptional customer service and support UltraAcademy’s launch. “Out of all the companies I talked to [Spoke Account Manager] Kiersten never made me feel like I was just a number.”
“Out of all the companies I talked to [Spoke Account Manager] Kiersten never made me feel like I was just a number.”
Throughout each phase of UltraAcademy’s implementation—early analysis, data migration, configuration, testing, and launch—the Spoke support team collaborated with Ultraceuticals and guided Vounnou through the process. “My Spoke Account Manager was amazing. I never felt like she was telling me ‘Here’s the template, give us what we need.’ Her customer service was extraordinary,” said Vounnou.

Solution

UltraAcademy launched in September 2016 and has over 1700 students across Australia and New Zealand. Plans to expand the availability of Ultraceuticals into other countries are underway.
sales training program - sales methodology
  Thanks to the blended learning strategy behind UltraAcademy and Spoke’s intuitive LMS platform, engagement has increased exponentially. “In the online space, you can meet students where they are. They can complete training in between client appointments. You can do more with your budget. It’s also a better brand experience,” said Vounnou. One learner, Kayla Gilligan of Katrina Skinworks, shared this feedback:
“Can I just say I love UltraAcademy? As a therapist working with Ultraceuticals [for nearly three years], you’d think you have the knowledge, and you do, to a degree, but the online learning just explains it in such a different way. Listening to something again and seeing it visually, you learn so much more from it.”
Vounnou loves the ability to measure training results with Spoke Reports. “The reporting is wonderful, particularly being able to pull transcripts for individual users,” she said. “I also love the monthly progress reports.” Ultraceuticals regularly launches new microlearning videos and podcasts in Spoke to drive continuous learning and keep skincare technicians, nurses, and doctors engaged.
sales training program - sales methodology
They also use Spoke’s rewards and recognition capabilities. For example, when a student becomes certified as an Ultraceuticals Expert, the team takes photos and publishes a Spoke news post with the student’s testimonial to celebrate their achievement.

Results

“The feedback has been overwhelming,” said Vounnou. “The student body as a whole has really embraced it.” At the LearnX Live 2017 Award Show in Sydney, UltraAcademy was awarded the prestigious Platinum LearnX Impact Award for Best Blended Learning Model 2017. The LearnX Impact Awards recognize and reward individuals, teams, and organizations who have used learning and supporting technologies to deliver value and significantly impact employee performance and business results. Previous winners of the Best Blended Learning Model category include Harvard Business School, National Australia Bank (NAB), and Medibank. “It’s a delight to have this kind of success,” Vounnou said. “My passion was to use this LMS and the content inside of it to empower people to get better at what they do and help businesses thrive as a result.” “Working with Heather [Vounnou] has been a joy because of her intelligent feedback on our platform. Ultraceuticals has helped us continue to innovate by challenging us to improve the way Spoke delivers training and ultimately helps people learn,” Spoke Account Manager Kiersten Hoffman said.

Meet Spoke®

Spoke is the modern social learning management system that combines training, communication, collaboration, and gamification to help you train, engage, and reward your teams. To learn more, watch our Meet Spoke video or request a demo.

AppNexus Scales Training Program to Reach Customers Worldwide

Global internet technology company AppNexus was in need of a training overhaul that would help their clients get the most out of the powerful services they offer. In Unboxed Technology, they found a partner who could develop training solutions that would scale and adapt, even as their business changed or grew over time.


BACKSTORY

AppNexus

AppNexus is one of the world’s largest independent platforms for the buying and selling of internet-based advertising. With over 1,000 employees working in offices located in North America, Latin America, Europe, Asia and Australia, their customizable software solutions facilitate billions of ad sales every day.

OPPORTUNITY

As AppNexus expanded, so did the need to onboard new clients to their software platform in a scalable way. Their existing training was overly complex, time consuming and limited by their Services Team’s availability to provide in-person, one-on-one assistance.

In order to better onboard their customers, AppNexus needed a change. Their goal: an e-learning program that could be accessed from anywhere in the world, educate their clients on how to use their platform effectively and remain evergreen as AppNexus continued to grow. It also had to be easy to update, to account for any future changes to the e-commerce landscape.

We had a sense of the kind of e-learning that we wanted but needed an engaging, scalable solution.

“We had a sense of the kind of e-learning that we wanted but needed an engaging, scalable solution,” says Crossman Wilkins, AppNexus’ Lead Instructional Designer. After first attempting to resource the project internally, AppNexus quickly realized they required a partner if they wanted to build a comprehensive program within their desired timeframe. Ultimately, they chose Unboxed to design a solution that would fit.

PARTNERSHIP

Unboxed began the discovery process by AppNexus + Unboxed Technology trainingattending in-person workshops at AppNexus’ corporate headquarters in New York. While there, they gained a better understanding of AppNexus’ business practices and the software console itself, which allowed them to recommend custom training solutions tailored to AppNexus’ unique needs and culture.

Unboxed also met with subject matter experts to identify common struggles with the platform. In doing so, they gained valuable insights into the areas in which AppNexus’ clients needed the most help, what kind of solution would be the most effective, and how best to share the training content. At the end of the process, Unboxed recommended a microlearning approach that would thoroughly and quickly educate AppNexus’ clients.

Unboxed allowed us to make an entire curriculum all at once, and at a better quality than I could make on my own.

Even at this early stage of their partnership with Unboxed, AppNexus was confident they had made the right choice. Through close collaboration, Unboxed and AppNexus were able to rapidly align on a strategy and move into development. “Unboxed allowed us to make an entire curriculum all at once,” Wilkins says, “and at a better quality than I could make on my own.”

SOLUTION

The resulting training modules consisted of two-to-three minute, single-topic e-learnings that provided comprehensive training on the AppNexus console, while allowing AppNexus’ partners to customize their learning experience to their needs. This just-in-time approach gave each individual learner access to the exact information they need at any point in time. To keep the content easy to understand, the microlearning modules featured a shared iconography to help convey abstract concepts, while footage of the console itself provided step-by-step interface training. By taking the time to establish these conventions during the design process, Unboxed could rapidly create additional modules as AppNexus needed them.AppNexus + Unboxed Technology training

This new training allowed AppNexus’ customers to familiarize themselves with their platform and understand its basic functionality. “Unboxed’s content is engaging and effective,” says Laurie Schnidman, Senior Director of Product Support & Customer Education for AppNexus’ Advertiser Technology Group. “We knew it would be a great fit for us.”

Unboxed’s content is engaging and effective. We knew it would be a great fit for us.

“It’s not a chore to watch the training we develop,” Wilkins added. “It’s engaging and drives to the core concepts we are teaching to.” And since the e-learning modules were designed with two-dimensional, customizable animation, they will be easy to update, a crucial feature in an industry where change is constant.

RESULTS

Since launching the first e-learning modules in June 2015, AppNexus has seen overwhelmingly positive feedback from customers, thanks to its ability to teach them the platform quickly from anywhere in the world. Customers use it. Customers love it.

“User growth has AppNexus + Unboxed Technology trainingbeen impressive,” says Schnidman. “It’s been up and to the right since we launched.” Completion rates are at 70%, for training the company considers optional. Clients have singled out the program’s easy-to-understand content and high quality production value as high points. The head of performance at one AppNexus client said that for new members of his team, the e-learning is “a well-structured ‘pick up and go’ curriculum that allows first time users to get immersed in the AppNexus world with easy-to-understand e-learning videos and article content.”

85% said they found the content informative, and almost 80% said they were either likely or very likely to recommend the content to another learner.

… [our Services Team is] spending less time on basic training and more time on high-impact, strategic and technical consulting.

But some of the biggest advocates? AppNexus’ own Services Team. According to Schnidman, they are recommending it to customers on a regular basis, thanks to its ability to onboard customers faster than ever. “Anecdotally, they’re spending less time on basic training,” she says, “and more time on high-impact, strategic and technical consulting.”

Going forward, Unboxed will continue to develop new e-learning modules to expand the training curriculum and help learners get the most out of their partnership with AppNexus. “Unboxed has been a great partner in this project,” Wilkins said, “and the quality of the content continues to exceed our expectations.”

BH Media Group Teams with Unboxed to Create New Culture of Learning

BH Media was a rapidly growing organization with a need for formal, streamlined, and company-wide training that could be measured and linked to business and professional growth. Through a partnership with Unboxed Technology, they got the whole package: a custom-created sales methodology, product training, and leadership training, all ready to launch in Spoke—a super-simple, web-based social learning management system.


Backstory

BH Media logoBH Media is a Berkshire Hathaway company all about community. With 30 daily and over 70 weekly newspapers—including the Richmond Times-Dispatch, the Winston-Salem Journal, the Tulsa World and the Omaha World-Herald—they use digital, print, and progressive media solutions to inform and engage readers in their own communities across the nation.


Opportunity

As BH Media acquired a significant number of papers throughout the country, competing processes as well as different cultures, communities, readership, and reach significantly impacted sales. They knew their long-term success depended on providing their busy sales professionals with a simple way to share best practices and sharpen their skills.

BH Media began an exhaustive search and conducted many interviews for the right vendor. “Not only were we looking for training content, but also a way to deliver content,” said Angela Brauer, then Director of Sales and Development.

Ultimately they chose Unboxed for that very reason: the ability to develop a cohesive sales methodology, customized training, and a learning management system to host the new content.

According to Brauer, she and Thom Kastrup, Chief Revenue Officer, knew they were in good hands with Unboxed. They received great advice on what the program should focus on, how the training should roll out, and how trainers should deliver the content.


Partnership

I feel like we were colleagues and coworkers. It was a really good fit.

With Unboxed’s innovative approach to online learning, expertise in sales training, and ability to create content that brings it all to life, BH Media found their new partner.

Unboxed started a discovery process for the program by conducting ride-alongs in multiple markets and worked with a cross-company team of over 30 ad sales experts, managers, and market leaders to build content that specifically addressed sales professionals’ needs.

The development of the new program proved to be more than a typical client-vendor relationship. “I feel like we were colleagues and coworkers,” Brauer said. “It was a really good fit. And having content development experts was important to the success of the program.”


Solution

What resulted was a new sales methodology that defines stages in the sales process (the Great Sales Behaviors) and identifies target areas that drive increased sales for both sales professionals and their respective papers. Program objectives were aimed at prospecting more to increase sales activity, acquire more clients, generate high ad revenue per client, build total revenue, and reduce client churn.

In addition to the sales methodology, Unboxed developed a series of product training eLearnings and training for managers to better coach, support, reinforce, and practice the Great Sales Behaviors with their team. To tie it all together, all the content launched in Spoke, allowing learners to tap into online training materials, engage with other sales professionals, and share best practices in the community.

Training for BH Media

This new training marked the beginning of a culture of learning for BH Media, one that highlighted the investment the company had in their sales professionals. The content changed the way sales teams sell to their clients and taught them how to better care for their customers and sustain long-term relationships with them.

Over the last few years, the company has acquired multiple newspapers that at one time were all separate businesses. They each had unique processes, but now Unboxed is bringing it all together—a profound feat for what Brauer once described as “one three-year-old company made up of a bunch of 100-year-old companies.”

And with Spoke, the company now uses online training to enhance talent acquisition and onboard new hires. Sales professionals communicate across markets and share best practices with colleagues. They can even use Spoke alongside existing sales tools such as Salesforce and Chatter to tie training and community to customer relationship management.


Results

The best onboarding training I’ve ever seen.

The program has been in place for over a year. A survey taken from training sessions spanning BH Media markets across the country and hundreds of participants demonstrated near-unanimous satisfaction with the new sales training and course materials:

  • 98% agreed and strongly agreed that the content was immediately useful and applicable within the following 30 days after the training.
  • 99% agreed and strongly agreed that the course materials were helpful and met the intended objectives of the training.
  • 98% agreed and strongly agreed when asked if they would recommend the course to others.

Participants freely offered additional feedback about the training:

  • “The best onboarding training I’ve ever seen.” (Hickory, NC)
  • “Although I’ve been selling advertising for several years, I learned [so] much useful information that [I’ve] already incorporated into my daily activities.” (Bryan-College Station, TX)
  • “This was one of the most comprehensive classes I have had in any industry. More relevant to our daily jobs than any other training session.” (Kearney, NE)

Since the initial rollout, BH Media and Unboxed Technology continue to develop new content, witness an increase in cross-market alignment, and expand the use of Spoke’s social component.

“We were thrilled with the outcome,” Brauer said. “With great new content in Spoke, we now have a program we can build upon and use for many years. We don’t have to send our people away to another company for training. They’re trained by us.”

Animation “Insures” Consumers See Value of Travel Insurance

Allianz Global Assistance needed a tool to help its partners educate consumers about the benefits of travel insurance, without being scary. They did just that with an animation—and earned industry recognition for their new video, too.


Allianz Global Assistance Animation

Backstory

Allianz Global Assistance is a travel insurance and assistance provider, covering more than 13 million people every year. They offer travel insurance, corporate assistance, concierge services, and other products and services for both leisure and business travelers.


Opportunity

Allianz Global Assistance has established itself as a forward-thinking organization. “Agents expect us to lead the market with new tools to help them sell more travel insurance,” said the Director of Retail Channel Management.

In this case, Allianz Global Assistance wanted a new, out-of-the-box solution that would (a) demonstrate the value of trip insurance—without being scary—and (b) support a wide range of travel agency partners. Explained the Director of Retail Management, “Our retail channel of business consists primarily of several thousand travel agencies that range in size from $200 million in travel sales to small individual agents booking a few cruises a year. With such a broad spectrum of agency partners, we must work hard to reach all of them with compelling information that helps them communicate the value of travel insurance to their customers.”


Partnership

We were excited when Allianz Global Assistance approached us about this project. We relished the challenge of framing up a potentially scary or uncomfortable topic in a fun, engaging way. We recommended an animation as a highly engaging, non-threatening, and flexible communication tool.

Describing the partnership, the Director of Retail Management shared, “While we provided a lot of input, Unboxed worked hard to keep the project on time, the qualify of the work at a high level, and kept our budget on track. I never had to track them down for updates. And I never needed to worry that the project strayed in an unintended direction.”


Solution

The animation educates consumers without scaring them. Said the Director of Retail Management, “We love that the animation is one degree separated from reality. When you sell travel insurance, you must walk a fine line of explaining the benefits of insuring a trip versus possibly scaring a traveler into not taking their trip for fear something might happen. When consumers view the ‘cartoon,’ it allows them to feel separated from the incidents shown on screen. Unboxed did a very nice job of presenting some very common situations without making them seem scary.”


Results

Unboxed has an incredible understanding of training needs and how to best execute them.

“The video has been well received by our agent partners,” said the Director of Retail Channel Management. Plus, Allianz Global Assistance won a Gold Magellan Award from Travel Weekly, a leading trade publication and influencer in the travel industry.

“Unboxed has an incredible understanding of training needs and how to best execute them. They can access a number of resources to ensure the project gets completed as the customer wishes. They are great to work with and I never have to worry about a project not being completed on time, on budget, and as expected,” the Director of Retail Channel Management said.