THE CHALLENGE
A client in the audit, tax, and advisory services industry aimed to redesign their outdated audit technology platform with several key goals: simplify tasks, enable the reallocation and balancing of work, and use technology to maintain or improve audit quality.
The client collaborated with a technology vendor and SMEs to develop the new platform, posing unique challenges for employee training. The client needed highly technical training content (e.g., audit concepts and regulatory requirements) for the upcoming launch and content that focused on desired “future state” processes of their proprietary system.
THE Solution
Actio Learning worked closely with the technology vendor and client SMEs during the Agile Development process to develop 8 hours of technical-skills eLearning. The eLearning included 16 performance-based practice scenarios and 16 “show-me” videos that walked the user through technology steps and tasks. We integrated the eLearning modules with classroom-based instruction to support new hires joining the firm. Bonus outcome: the training satisfied 8 Continued Professional Education (CPE) credits.
COMPANY PROFILE
Industry: Professional Services
Specialty: Audit, Tax, and Advisory Services
Function: Audit Services
Focus: Systems Training, Change Management
BIO
This firm is a public accounting, consulting, and technology firm with offices around the world. It uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory and consulting services. This firm is recognized by many organizations as one of the best places to work in the U.S. As an independent member of one of the largest global accounting networks in the world, this firm serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
ACTIO SERVICES
Custom training solutions
