Hazeltree.703099de

Transforming User Experience: Hazeltree & Greenmusk's Dynamic Learning Alliance

bite-sized learning CONTENTS Certifications LMS SMEs

Actors:

  • Hazeltree (Cloud-based Treasury Solutions Provider)
  • Greenmusk (Learning Solutions Provider)
  • Customers (Users of Hazeltree's Platform)
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Problem Description: 

Hazeltree's customers face challenges in understanding and maximizing the usage of the platform's features due to its complexity and rapid evolution. This leads to increased reliance on customer service and support teams, resulting in scalability issues.

Business Pain Points

Developers and users struggled to understand how features worked, even with documentation
Support cases were opened for simple use cases
With product evolving quickly, the company needed to address Customers’ cutting edge needs as well as enable the scaling of existing solutions

Educational Pain Point

Customers did not have readily available learning content to help them methodically understand the technology
Hazeltree does not have a dedicated education team to develop content in-house

Usability Analysis: 
Greenmusk conducts a thorough assessment of Hazeltree's technology and user needs, identifying the necessity for concise and accessible learning content to address the educational gap.

Solution Development: 
Greenmusk develops a tailored training curriculum roadmap, forms a dedicated expert team, establishes a centralized learning academy, and creates a repository of microlearnings. Additionally, a certification program is instituted to ensure comprehensive training.

Implementation: 
Greenmusk implements the learning solutions, providing users with self-service learning paths and bite-sized resources to empower independent learning. The certification program is integrated into the platform to track learners' progress.

Evaluation and Improvement: 
Greenmusk continually evaluates the effectiveness of the learning solutions, gathering feedback from users to make necessary improvements. Ongoing research and implementation of new methods ensure the quality and relevance of the educational content.

The Result: 

These solutions improved user understanding and reduced support needs effectively.

Identified key issues
Collaborated with 12 subject matter experts (SMEs), including technical and finance specialists.
Developed 22 course plans consisting of 358 video lessons
Tailored training for different users.
Created a centralized learning platform. 
Developed bite-sized learning resources. 
Implemented a certification program.


Hazeltree and Greenmusk collaborate to transform user understanding and support efficiency, resulting in a marked reduction in support needs and increased product adoption. The comprehensive learning solutions provided by Greenmusk empower users to navigate Hazeltree's platform confidently and independently.

About Hazeltree.703099de

Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance, and risk mitigation.

Hazeltree’s treasury and portfolio finance solutions serve these sectors: hedge funds, asset managers, private equity, real estate investment, pensions and endowments, infrastructure, and their service providers.

 

Visit their website →

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