Learning to go please!

Mobile Learning Solution

An integrated suite of products and services delivering performance-based learning solutions

Integrated Learning ServicesProfessional services supporting design and delivery of targeted, performance-based, solutions that align with business objectives

Custom CoursewareTailored to each client’s unique performance goals and distributed via a range of delivery methods, depending on company culture, learner audience and other specific client requirements

Financial Markets LibraryPremium online library of financial markets courses that address introductory to advanced know-how requirements

TechnologySoftware and tools to support the delivery of programs, including Learning Management System (LMS) software, hosting services, authoring tools and award winning mobile learning

Knowledge &

Skill

Acquisition

Overview of Mobile Learning

• Key Questions• Who is using Mobile Learning?• Why is Mobile Learning gaining so much momentum?• How does Mobile Learning work?• Where do you start?

Case Study: Merrill Lynch GoLearn

• Objectives• Prove out access, usage and effectiveness of

learning delivered via BlackBerry to a global audience

• Establish standards

• Offer 3 mandated courses

• Increase employee satisfaction

• Reduce development costs

• Prove effectiveness

GoLearn: Scores & Time in Training

• Higher scores in half the time

Metric Results

Average Score GoLearn test results averaged over 1% higher than the firm wide average. Lower overall scores were achieved on the one course not available via GoLearn.

GoLearn Avg. Firm Wide Avg. VarianceOver the LineInformation RiskAnti-money LaunderingE-Communication Awareness

Total Time in Course GoLearn provided high impact training in 45% less time than the equivalent MLU training.

GoLearn Avg. Firm Wide Avg. VarianceOver the LineInformation RiskAnti-money LaunderingE-Communication Awareness

95.05%95.72%NANo Test

93.70%94.66%89.99%No Test

1.35%1.06%NANo Test

30 min23 minNA15 min

43 min47 min60 min32 min

13 min24 minNA17 min

31%

14%

23%

15% 17%

1%12% 11%

23%

16%13%

29%

0%

5%

10%

15%

20%

25%

30%

35%

% of TotalCompletions

% of IBK Employeesat Level

GoLearn: Participation & Response• Wirelessly “pushed” globally to over 2100 devices over 7 weeks

• VPs and higher leveraged GoLearn the most

170 Survey Responses indicating: 99% felt the format and presentation support the

learning 100% would complete more training in this format Over 75% praised “convenience,” “time management,”

and “training with no distractions” benefits

170 Survey Responses indicating: 99% felt the format and presentation support the

learning 100% would complete more training in this format Over 75% praised “convenience,” “time management,”

and “training with no distractions” benefits

Data as of June 21, 2007

Commuting24%

Office/Other18%

At Home26%

Business Travel32%

GoLearn Usage by Location

GoLearn Usage by Region

50%

37%

12%

13% 14%

8%0%

10%

20%

30%

40%

50%

60%

AMRS EMEA PacRim

% of TotalCompletions

% of IBK Employeesin Region

GoLearn Usage by Title

7

Proprietary and Confidential to Merrill Lynch

GoLearn: Impact on Mandated Training

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

80.00%

90.00%

100.00%

1 8 15 22 29 36 43 50 57 64 71 78 85

Days

To

tal %

Co

mp

lete

2005 (2 Courses)

2006 (3 Courses)

2007 (4 - 6 Courses)

GoLearn (3 Courses)

IBK Time to Completion 2005 - 2007

2007 Completion at 85 days is 12.35% higher than 2006

14% of IBK completed the available training via GoLearn

2007 Completion at 85 days is 12.35% higher than 2006

14% of IBK completed the available training via GoLearn

Bankers who trained via GoLearn completed their training 20 days earlier than those who trained via MLU

Bankers who trained via GoLearn completed their training 20 days earlier than those who trained via MLU

• GoLearn helped push final IBK completion rates 12% higher than 2006 with all users completing 20 days ahead of deadline

Data sources as of June 21, 2007:2005: AML & Info Risk2006: AML, Info Risk & E-Mail Awareness2007: Firm Wide Annual Curriculum 2007GoLearn: AML, Info Risk & E-Communications

GoLearn: ROI Results• Important Results

• No degradation to learning effectiveness with a comparable average score to the control groups

• Zero delinquency with all GoLearn users completing their compliance training 20 days ahead of deadline

• Learner satisfaction is 99%• 4,270 hours of extra productivity out of the pilot group• Devices leveraged for activity other than email• One help desk call!

• End Result• Global rollout to 22,000 devices

Why Mobile Learning?

• Demand• More mobile workforce

requiring better access to learning when away from the office

• Volatile information that requires constant updating and rapid delivery

• Pressure to maximize productivity and minimize downtime

• Content• Compliance / Regulatory

• Sales Summaries / Briefings

• Product Spotlights

• Performance Support

• Podcasts

• Video

• Assessments

• Surveys

How does Mobile Learning Work?• Application

• Sits on the device

• Light Application (300 kb)

• Content• Simple Authoring

• Intuition Publisher

• HTML, FrontPage, or Dreamweaver

• Deployment1. Install Application

2. Activate Account

3. Download & Launch Content

4. Upload Progress & Scores

Application Support

11

BlackBerry

• Operating System 4.0.2 to 4.7 (Storm)

Windows Mobile

• Windows Mobile 5

• Windows Mobile 6/6.1 (Standard and Professional)

iPhone

• Software Version 2.0 to 3.0

• Available via App Store

Deployment Overview

Getting started with Mobile Learning

• Mobile Content Creation• Intuition Publisher authoring tool

• Mobile Content Deployment• Intuition Mobile Learning Platform

Benefits of our solution

• Overview• Cross platform support to reach diverse mobile workforce

• Global deployments of effective mobile learning solutions

• Push, track and audit eLearning, Podcasts, and Video

• Integrate Mobile Learning into existing LMS

• Authoring tool to facilitate rapid deployment

Install Download Activate Track

What Can You Do With mLearning?

Push (Training Administrators) Timely information and learning: Short tutorials, news bits, product

knowledge/updates, examples, expert advice, surveys/polls

Quick knowledge checks that gauge learner comprehension and training gaps. Follow-up links to remedial information and resources

Text notification: Key messages reinforcement, learning resources, events and milestones

Pull (Learners) Performance support, job aids, reference, checklists, documentation,

presentations, collaboration, social networking, coaching and mentoring, learner generated content

Next Steps – Let’s Get Started

Mobile Learning Proof of Concept Sample mobile learning content pushed out to potential

stakeholders to build support for a blended learning strategy that incorporates mobile

Requirement: iPhone, BlackBerry, or Windows Mobile device with storage card

Mobile Learning Pilot Custom content pushed out to a representative group of learners

Prove the mobile platform works from a technical and IT perspective

Gauge learner acceptance and enthusiasm for mobile learning

Let’s Go Live with Mobile

Mobile Learning Implementation Evaluate business and performance drivers

Conduct a target audience analysis

Determine learning objectives and instructional strategies

Select (or develop) content

Author or customize content and produce media

Roll-out instructional and performance support deliverables

Provide mechanisms for technical and learner support

Measure learner acceptance, content retention, performance

Thank You.