For the implementation of new software to succeed, it is essential for users to accept it and learn how to use the new functions and control elements in a timely manner. Sycor developed and implemented an individually adapted training concept for Gothaer Versicherung. The challenge: a tight schedule had to be met and simultaneously coordinated with the software project.
Gothaer Allgemeine Versicherung AG is a company with a long-standing tradition: Gothaer has been offering comprehensive insurance and financing concepts to its customers for 200 years, always maintaining close proximity to them thanks to intensive personal consulting. This is realized in particular by working with numerous cooperation partners such as brokers, multiple agents, groups, and banks. Affiliate marketing at Gothaer uses a broker administration software as the central information and controlling tool to coordinate cooperation. But the existing software had gotten on in years and no longer met the requirements in terms of the scope of functionality, usability, and innovativeness. Gothaer therefore decided to introduce a contemporary sales management system (SMS). An important point that had to be taken into account for the implementation: The transition from the old to the new system was to made as easy as possible for the users.
"We needed a sensible and technically sound training concept, seamlessly integrated with the schedule for implementing the BRM system. Sycor convinced us with its employee training expertise as well as the flexibility to tailor and schedule the training precisely according to our needs."
Sebastian Kohlhaas, Project Lead, Gothaer Allgemeine Versicherung AG
The Gothaer project team under Project Manager Sebastian Kohlhaas decided on a broker relationship management (BRM) solution from bsi Software. About 250 people are key users, meaning the system is an essential part of their daily work. For the software implementation, that meant these users had to be familiarized with new functions and processes quickly, enabling them to continue working seamlessly. Furthermore, the training had to be completed as close as possible to the go-live date for the new software. This avoids unnecessary delays between the imparting of knowledge and putting it to use.
Gothaer obtained Sycor's assistance for the training project. Sycor had previously handled the organization and realization of user training for the implementation of the CRM system. After a briefing by the Gothaer team, Sycor developed a training concept including a trainer manual and hands-on exercises. The methodology and didactic approach were also tailored precisely to the user's needs in a pilot training session. Sycor experts initially brought the coordinators and key users up to date in a train-the-trainer program. Finally two Sycor trainers in parallel trained the key users over a period of four weeks.
"We needed a sensible and technically sound training concept, seamlessly integrated with the schedule for implementing the BRM system," says Sebastian Kohlhaas, Project Lead at Gothaer. "Sycor convinced us with its employee training expertise as well as the flexibility to tailor and schedule the training precisely according to our needs."