Ascensus Enabled Faster Content
Creation in Record Time
When I first saw ClickLearn, it blew me away.
But when I got into the contractual process, I realized this was a much bigger tool that has connectivity to Web applications, Microsoft Office products, etc. It can be used for anything and it’s simply a smarter way to train
Dan Madden
CRM Program Manager at Ascensus
By deploying ClickLearn Ascensus achieved:
50+
Training resources created
in just 3 months
300+
ShowMe videos watched
About Ascensus
Ascensus is the largest independent retirement and college savings services provider in the United States, supporting approximately 106,000 retirement plans, 4.7 million 529 college savings accounts, and administering more than 1.7 million IRAs and health savings accounts. They have helped over 10 million Americans save for retirement, education, and healthcare.
THE CHALLENGE
Ascensus was having issues with creating training materials for key workflows and roles at its organization. The company chose ClickLearn for its Dynamics 365 training platform because it needed a way to ensure end-user training while driving their CRM enterprise roadmap.
Industry
Financial Services
Headquarter
Year founded
Company size
Integrations
Microsoft Dynamics 365
When Ascensus evaluated ClickLearn, three capabilities stood out:
- Revamping the CRM training strategy towards effeciency
- Adoption features and interface, create seamless ease of use
- Ability to create content in multiple formats in minutes.
In a recent cloud migration involving over 100 users, ClickLearn was the center of our training plan. It enabled us to launch the application faster while helping increase overall user adoption.
Dan Madden
Corporate Trainer at CKS Packaging, Inc.
THE SOLUTION
In just over 3 months, 2 authors were able to develop and publish over 50 different training resources, each of which provided written documentation with screenshots (online or to export and save) as well as a Show Me video and two hands-on training exercises (Test Me, Try Me). This was released for all online users and the custom help link was updated to point right into the ClickLearn learning portal. With the integrated Office 365 login, users can quickly access the content they need.
“We’ve been driving an aggressive CRM roadmap across the entire enterprise, and ClickLearn better enables us to deliver product innovations without the need to adjust our staffing model across training delivery. The only way to get in front of that was to think about a different training strategy,” says Dan Madden, Ascensus CRM Program Manager.
Several of the Ascensus departments utilizing the Dynamics 365 environment are using the core entities of Accounts, Contacts, Opportunities, and Activities within different Apps and Forms. As Madden explains, this was a great use case for ClickLearn’s Replay feature which allowed the team to re-record
the exact same training on a different form or organization. “Replay greatly reduces the time to release training for new forms and fits in our agile project methodology,” he adds.
Strategic Impact and Future Expansion
Kylie Kiser, Ascensus CRM Product Owner, estimates that the time the team spends on creating one training is around 3 hours, including creating all the different formats, reviewing them, and testing them. “Compared to the time it would take to produce such training manually, being able to generate it in 3 hours at maximum, in all these formats, is just incredible for us.”
As Madden says, the CRM project team has certainly caught some attention in the larger (Ascensus) enterprise. “As of now, we’re the only group using this new innovative way to train. I think there’s a lot of people looking at usas a guinea pig to this, and so far, we’ve had a tremendous success. I believe ClickLearn will be adopted across the larger enterprise to help with a variety of different training initiatives crossing a variety of different products to helpus keep pace with our strategic growth strategy.”
We have already seen the power of ClickLearn in bringing training materials to our users faster, giving us the ability to update more efficiently and provide multiple learning formats to offer the best possible learning experience for our organization.
If someone asked me if we would be successful without this product, I’d just say ‘Absolutely not’. We would have to hire dedicated training resources and also slow down our product roadmap to keep up with the pace of training.
Dan Madden
CRM Program Manager at Ascensus
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