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Barclays PLC

Global Training. Local Trainers.

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Barclays PLC

Global Training. Local Trainers.

Industry

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Financial Services

Geography

Global

Consulting

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Training Services

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Nintex Workflow Process Automation

technologies

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SharePoint

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Nintex

Challenges/
Goals

Barclays PLC has made a significant investment in the SharePoint technology stack. SharePoint is used to offer document management, business process automation and as a collaboration platform for staff located around the globe.


Barclay’s goal in approaching Synergy was to design and deliver a training solution on SharePoint and Nintex Workflow technologies that would be consistent across three regional hubs. The solution needed to incorporate SharePoint best practices, internal policies and hands on lab exercises. It was also identified as critical that the courses addressed and resolved common support issues as identified by the support desk.


The overall stated goal was to ensure a more consistent global adoption of the technologies offered by SharePoint and Nintex, while reducing end-user reliance on IT support.

Solution/
Approach

Synergy collaborated closely with Barclays’ SharePoint team to identify and document common user support issues. Based on these findings, we developed customized courseware tailored to the specific learning requirements of Barclays’ staff. After a pilot program at each regional hub to demonstrate its effectiveness, we rolled out regularly scheduled training sessions. To enhance the training experience, we created virtual machines that mirrored Barclays’ live SharePoint environment, ensuring consistency and familiarity for all participants.


To maintain a cohesive global training program, a dedicated project manager facilitated regular communication between trainers worldwide, sharing lessons learned and classroom feedback through a SharePoint Wiki. This allowed our team to stay aligned despite geographic differences. Through SharePoint’s collaboration features, our consultants ensured up-to-date, synchronized support for Barclays’ training initiatives across all regions.

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Barclays required a solution that aligned with their global IT strategy, and we delivered with precision. Our collaboration resulted in a platform that continues to drive efficiency and support their long-term goals.” Milan Gross, Customer Lead.

Results

Synergy provides ongoing monthly training across the regional hubs delivering training, providing post-classroom support. We make ongoing changes to our courseware to adopt and implement customer relevant knowledge.


Trainee satisfaction with our trainers have resulted in an increase in course attendance through internal referrals, and in many cases, a rework of many of the sites and site collections in use to leverage the skills and knowledge gained during the classes.


Adoption of business process automation through workflow has improved, with more Site Administrators understanding the powerful capabilities of workflow. Sites that were previously difficult to support and use are now more self-sufficient.

Results

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Increased adoption of SharePoint improving utilization and end user capabilities.

Reduction in support overhead for the improved sites.

Wider population of skilled users and site administrators, realized the advantages of decentralized administration

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Overview

Barclays PLC (LSE: BARC, NYSE: BCS) is a global banking and financial services company headquartered in London. As of 2010 it was the world's 10th-largest banking and financial services group. Barclays PLC has operations in over 50 countries and territories across Africa, Asia, Europe, North America and South America and around 48 million customers. As of June 2011 it had total assets of €1.94 trillion, the third-largest of any bank worldwide (after BNP Paribas and HSBC).


Challenges/Goals

  • Resolve inconsistent adoption and disparate user understanding of SharePoint technologies, and address support issues through


  • SharePoint and Nintex Workflow training


  • Provide globally consistent and corporate branded training at Barclay’s diverse regional hubs. Custom-crafted courseware.

Solution/Approach

  • Provided custom-crafted courseware and virtual training environments directly addressing customer needs.


  • Collaborate closely with Barclays to ensure our courses and training are evolving to meet the dynamic client needs.


  • Built and implemented SharePoint knowledgebase and collaborative environment to ensure all Synergy trainer resources are fully up to date on all communications and developments at Barclays regardless of location

Summary Data

Barclays PLC (LSE: BARC, NYSE: BCS) is a global banking and financial services company headquartered in London.


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