Client
A South African bank with operations across EMEA.
Client Objectives
Our client had started implementing a Process Automation program, with some individuals trained to use tools such as Power BI. However this was causing bottlenecks, as processes had to flow through these automation specialists before coming online. A new approach was needed: they needed to take Process Automation skills to a wider population.
Specific desired outcomes:
– Increase capacity limits
– Improve agility and scope
– Enhance data-driven decision-making capability
– Streamline operational processes
– Overcome limitations in existing tools
Our Solution
Discovery: Initial phase involving key stakeholders to identify key tasks that can be undertaken on the desk by staff with the skills to leverage Power BI.
Define and Prototype: Core bank-wide needs integrated into a co-designed two-day Foundation pilot.This was targeted at early adopters across all teams.
Feedback and implementation: NPS scores and post program survey resulted in broader roll-out and the development of an enhanced modular Masterclass for advanced users.
Program Structure
Level 1: Foundation – Equip employees with a solid understanding of Power Automate, Power BI, and Power Apps to automate basic rule-driven tasks, integrate data and deliver insights.
Level 2: Masterclass – Empower learners to handle advanced automation scenarios, integrate with existing automation solutions, and apply AI concepts.
Credentials
Fitting for a program on digital automation, all successful participants are awarded Digital Badges to credentialise their new skills publicly, and on the firm’s LMS.
Success for our Client
ROI for the programme was closely tracked against quantitative and qualitative objectives
Efficiency: Automation of manual tasks will save significant time and resources, allowing employees to focus on relationships and strategic initiatives.
Improved Decision-Making: Data-driven insights will enable participants to make more informed decisions, potentially leading to more accurate information for clients.
Enhanced Client Experience: Timely, personalized reports and proactive communication that strengthen client relationships and loyalty.
Cost Savings: Streamlined processes and reduced errors translating to direct cost savings for the organization.
Employee Morale: Reduction of persistent repetitive tasks to reduce frustration and improve job satisfaction and productivity
Why Alpha?
Training in context: While there are many providers of Power BI training, it was important for our client that our faculty have experience in Financial Services roles of the participants.
Client focus: Our flexibility to adapt the programme to suit a variety of delivery formats and participant needs.
