Introduction to the IMS

This is a remote learning course, which provides hands-on learning of how to use and navigate a global Investment Management platform for client learners around the globe.

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Year: 2020

Description:

Introduction to the IMS is a full day, remote learning course which provides an overview and a hands-on learning experience of the Investment Management Solution for global client remote learners.

Goal:

To help remote learners gain a foundational understanding of key terms, concepts and system navigation of the IMS.

Topics:

Portfolio Manager Order Workflow
Models and Rebalancing
Trader Order Execution
Compliance Monitoring

Design and Development Process

Business Needs Analysis

This course was previous limited to either the physical training room at the headquarters office location or via telephone conference line only.

Also, the course curriculum was rather general and technical in nature. Feedback from client learners indicated that the course material was rather difficult to understand.

I met with subject matter experts to gain an in-depth understanding of the Investment Management Solution topics. We worked together to determined which topics would be most important for us to include in the newly developed course.

I continued working with SMEs and other business leaders as I developed and designed the new course curriculum.

Then, I met with business leaders to explore and strategize new ways which we could offer this course to our clients around the global via a remote learner experience.

Storyboarding

I designed a storyboard for the course using Microsoft PowerPoint. I added the scripting and narration in the notes section of each of the slides. I used the storyboard and scripting for the live remote instructor led courses and also for the self paced eLearning course.