eLearning@UBS
Gestern – heute – morgen
4.
Mai
2012
Dr.
Daniel
Stoller
‐
Schai
Head
eLearning
Services
Switzerland
1
UBS:
Organisational
Structure
64'000
employees
10
languages
SECTION
1
3
Implementation
Learning
platform
STEP
2002
STEP:
System
for
Training,
Education
&
Performance
Source: Regina Meier‐Beer, UBS Wealth Management & Business Banking: "Implementation von Corporate E‐Learning / Evolution gestalten: Wissensmanagement im E‐Learning",
4
MyCampus:
Infrastructure
2008
5
Legal
&
Compliance:
optional
trainings,
mandatory
eTests
6
Competency
Management
Source: Regina Meier‐Beer, UBS Wealth Management & Business Banking: "Implementation von Corporate E‐Learning / Evolution gestalten: Wissensmanagement im E‐Learning",
7
Competency
Management
Message
Text
Source: Regina Meier‐Beer, UBS Wealth Management & Business Banking: "Implementation von Corporate E‐Learning / Evolution gestalten: Wissensmanagement im E‐Learning",
8
Competency
Management
Source: Regina Meier‐Beer, UBS Wealth Management & Business Banking: "Implementation von Corporate E‐Learning / Evolution gestalten: Wissensmanagement im E‐Learning",
SECTION
2
10
Why
eLearning
‐
Forrester:
ROI
of
eLearning
Benefits
How will your company benefit from eLearning? What are key
qualitative and quantitative benefits?
Key
Benefits:
Competency
Speed,
Flexibility,
Consistency,
Repeatability,
Travel
Reduction
Costs
How will your company pay, both in hard costs and resources,
for eLearning?
Key
Costs:
Technology,
Content,
Learning
Employees,
Learning
Culture
Development
11
Social
Media
Landscape
12
Business
Needs
Drive
Learning
Priorities
The
choice
of
clients
worldwide
The #1 global
bank for
HNW/UHNW
clients
The choice of
clients in
Switzerland
A top tier bank in
every growth
region
A leading client‐
focused
investment bank
Economically
profitable in every
business we
operate
Achieving the
mid‐term target
in‐line with
market
expectations
Top
Priorities
2012
Fix
and
enhance
advisory
&
sales
skills,
focus
on
cross
divisional
offering,
especially
Client
Leadership
Experience
programs
(CLE)
Deliver
targeted
business
offerings
for
basic
banking
skills,
products
&
finance
knowledge
and
certification
Leadership
development:
support
business
transformation
programs,
fix
basic
leadership
skills
Use
technology
in
innovative
ways
to
increase
learner
engagement
(eLearning),
accessible
on
demand
Advisory
&
Sales
Leadership
Development
&
Talent
Programs
Finance
&
Risk;
Legal
&
Compliance
Professional
Development
UBS
Business
University
As an organization committed to learning, we wantto be the choice of talent — worldwide
Learning
Operations
Generating
measurable
business
impact
13
Learning
Strategy
with
eLearning
as
an
integral
part
of
Learning
in
2011
UBS
Learning
relies
on
optimized
methodologies
mix…
Work
Work
LearningLearning
Work
Work
=
Learning
…supporting
the
merging
of
workplace
and
'learn
space'
The
eLearning
methodologies
allow
to:
Scalability
• Business growth, e.g. APAC, FICC
• Solidification of offerings, e.g. WM certification
Flexibility
• Spread out locations, e.g. EMEA, APAC
Accessibility ‐24/7
• Just‐in‐time and on demand learning, close
to/at workplace
Efficiency
One time to build effort, consistent and scalable
delivery
Substantial savings on travel time
& cost
2011
eLearning
Offering
UBS specific content
Fundamentals of Finance
Legal & Compliance trainings
Understanding our business
WMA eLearning modules
Non UBS specific content
Financial Markets Education library
(FME)
General learning modules (e‐library for
Professional Development, Leadership &
Management Development, Group
Technology & others)
eLearning classroom eLearning classroom eLearning classroom
14
Educational
Figures
119'242
Face
‐
to
‐
face
Classroom
participants
(=
ca.
1.8
Classroom
activities
/
year)
389'658
eLearning
participants
(ca.
6
eLearning
activities
/
year)
‐
>
Classroom
education
:
eLearning
=
ca.
1:4
eLearning
Services
Switzerland
666
E
‐
Tests,
>
10'000
implemented
questions
in
d,
en,
fr,
it,
chin
574
eLectures
(rapid
eLearning
Module)
285
eTutorials
(customized
Web
based
trainings)
1000
Skillsoft
modules
(off
‐
the
‐
shelf
web
based
trainings)
266
Supported
eClassrooms
SECTION
2.A
eLearning@UBS
‐
Heute
16 16
eServices:
Consult
and
propose
a
blended
learning
solution
OJT
Overview
DocWeb
/
Knowledge
Bank
Learning
Communities
on
UBS
Connections
eLearning
web based training / eTest
OJT
Course
#1
– Correspondence
&
Communication
with
the
Public
Overview
Module
#1
Module
#1
Course
#2
– Risk
Management
Social
Simulations
eClassroom
Review, Transfer
Source: Mark Didriksen, UBS 2010
17
eServices:
Deliver
the
eLearning
components
UBS
eLearning
on
four
layers
17
Off
‐
the
‐
shelf
content
• eTutorial
(e.g.
Skillsoft)
• eLibrary
• eBook
eClassrooms
(by
providers)
"UBS
Connections"
(Social
computing
platform)
Layer
3
Learning
Communities
(Social
Learning)
Layer
2
Collaborative
Learning
(synchronous
learning)
Layer
1
Self
Learning
(web
based
trainings)
Customized
content
• eTutorial
• eLecture
• eSimulation
• Edu
‐
Marketing
• Vignette
/
Expert
clip
• Learning
Portal
eTests
on
MyCampus
Assessments/Knowledge
Checks
Layer
4
Testing
eClassrooms
(internal)
18 18
Off
‐
the
‐
shelf
content
|
e.g.
Skillsoft
19 19
Customized
content
|
eTutorials
20 20
Customized
content
|
eLecture
21 21
Customized
content
|
Educational
Simulation
22 22
Customized
content
|
Software
Simulation
23 23
Customized
content
|
Edu
‐
Marketing
24 24
Customized
content
|
Vignettes,
Expert
Clips
25 25
eClassroom
26
«UBS
Connections»:
Business
Networks
26
27
«UBS
Connections»:
Business
Networks
27
What
is
Connections?
–
Connections
is
an
important
tool
for
businesses,
supporting
businesses,
helping
employees
share
expertise,
brainstorm
across
organizational
and
geographic
boundaries,
manage
projects
and
build
professional
networks.
Why
is
Connections
important?
–
Connections
helps
you
to
find
the
people
and
information
you
need
now
and
provides
a
forum
for
you
to
ask
questions
and
give
answers.
It’s
a
place
where
you
can
have
conversations
about
the
business
topics
that
matter
to
you
most
and
make
powerful
connections
with
others
anytime,
and
from
anywhere.
–
Why
is
this
important?
Connections
collaboration
makes
you
more
productive,
and
helps
us
to
solve
problems,
innovate
and
reach
our
business
goals.
28
Which
technologies
are
in
place?
28
"Business
Networks"
(Jive)
Unified
Communications
(Microsoft
Lync)
Microsoft
Sharepoint
im
‐
c
Clix
Learning
Managment
System
UBS
Intranet
Dok.
Management
29 29
Testing
|
eTesting,
Assessments
and
Knowledge
Checks
SECTION
2.B
eLearning@UBS
‐
Heute
31
eLearning
Taxonomy
Face
‐
to
‐
Face
eLearning
and
Self
‐
Paced
Method Description
eTutorial Self-paced module that contains content, exercises and feedback.
eSimulation Highly interactive module focused on simulating an interpersonal skill or system.
eLecture Simple presentation of content via electronic media.
eTest Electronically administered and tracked test. Used for certification purposes.
eBooks Books available in electronic format for reference.
Expert Clips Brief video or audio clips of best practices.
Edu-Marketing Marketing content presented via a digital format and educational style.
Performance Support Tool
Electronic training and support that directly supports completion of a task.
Quick Card Checklist or other print-based job-aid to support a task or set of tasks
Learning Portal Provides single access point to multiple learning modules in organized fashion
Learning Communities
Electronically supported interactions and sharing between groups of learners.
eClassroom Sessions
Live instructor-led training using a virtual classroom tool like LiveMeeting or Connect.
Method Description
Instructor-Led Programs
Traditional classroom training. Can incorporate many interactive exercises
Coaching Materials One-on-one focused instruction between a coach and coachee. Event-Based Training
Programs
Training sessions embedded in a larger conference or meeting.
On-the-Job Training Materials
Training that occurs back in the job setting.
Peer Sharing
Sharing of best practices between learners in a formal or informal setting.
Action Learning Sessions
Team activities that focus on applying new skills and knowledge by working on an actual project or challenge.
SECTION
3
33
Outlook
Learning
Communities
Formal
vs.
Informal
learning
Learning@home
"Industrializing"
the
(rapid)
eLearning
Production
User
generated
content
(e.g.
Video
production)
Learning
Portals
Learning
on
mobile
devices
Education
for
Business
University
Program
Managers:
collaborative
learning
(eClassroom),
social
learning
(Learning
Communities)
Customer
focused
eLearning
Challenges
and
ongoing/future
development
Workplace
Learning
Content
production
Technology
34
How
future
employees
learn
today
35
Center
for
Young
Professionals
in
Banking
"Connected
Learning"
– Educational
concept
36