Merseytravel Driving Effective Learning Stephanie Hague - Head of Learning, Merseytravel Michael Jarvis - Technical Director of GAP Consulting

Who are we? Merseyside Integrated Transport Authority Our vision is to be a world class organisation delivering world class transport 966 staff employed in diverse jobs, many shift /peripatetic workers Staff critical to our success

Key Challenges Public Sector Efficiencies Business Partner Approach Mis-match of system No true source of data

My Wish List Flexibility/Adaptability User Friendly Value for Money Integrated business solution Efficiency Savings

What is xRM? xRM Can adapt to any relationship, process or data Gives competitive advantage Provides single database, complete view of customers, suppliers, business processes.Not just for “customers” - anything relationship management Not just for “relationships” - anything management Provides opportunity for increased revenue Standardised platform on the MS stack

Where can xRM be applied? Security Multi language/currency/time zones Communications tracking Dashboards and Reporting Workflow User experiences across Web, Outlook, Mobile

The Solution HR and Learning solution targeted at all employees Consists of Dynamics CRM 2011 On-premise with Adxstudio Portals Employee Information Employee Learning Records Employee Learning Requests Employee Self-service with network single sign on View Employee information, self and team Raise Learning Requests Approve and view status of Learning Requests Targeted at Employees (My) and Managers (My Team) Dynamics CRM 2011 Adxstudio Portals

Building the solution Understood relationship management requirements Mapped requirements to core capability ( , workflow, dashboards, security) Designed xRM data model, referencing core capability Understood usability requirements Produced static HTML Converted HTML to functional portal based on Adxstudio platform Microsoft Dynamics CRM Adxstudio Portals

What the System Does Self Service Approach for Learning Learning Calendar Learning Evaluation Solution Linked to Corporate Appraisal System Automated alerts Enhanced Report

About the solution…

The Benefits For the Learning Team (CRM) Provides a single view of the Employees Learning in one system, improving efficiency Removes double keying of Learning requests Streamlines and automates key business processes Increases productivity when managing course attendance Reduced effort producing and working with reports Analysis learning evaluation results directly in the system For the Employee (Portal) Increased visibility - view completed Learning records and pending Learning needs Enhanced usability - Search the database for available Learning via the Search page or Browse on the calendar Quickly and easily request Internal, External, or Further Education training Request cancellation of learning no longer required Submit learning evaluations following completion of a course For the Manager (Portal) View completed Learning records for their team, enhancing efficiency Easily view team member HR records Approve/Reject learning requests and cancellations simplifying approval process Complete evaluations from manager perspective of their team member attending learning

Sometimes a bit bumpier than expected!

Questions?