Onboarding Clients: The VPS Approach to Seamless Integration
Perform Beyond - Learning & Development with VPS
Release Date: 11/01/2024
Perform Beyond - Learning & Development with VPS
In this episode of *Perform Beyond*, Louise Brogan explores the behind-the-scenes operations of VPS's logistics and learning administration services. She is joined by Colin Lauder, Priyesh, and Pontus Nygren, who provide insight into how VPS supports clients through centralised training administration, learner care, and data management from their service centre in Barcelona. The conversation highlights how VPS has built a global network for learning support, including managing multilingual training across multiple industries. Priyesh shares the background of the 20-year journey of the...
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Why Outsourcing Learning and Development Works: The Final Episode Host: Louise Brogan Guests: Colin Lauder (Operations Manager), Maureen Owens (Learning Manager), Priyesh (Shared Service Centre Manager), Pontus Nygren (Service Centre Manager, EMEA) In the final episode of Perform Beyond, Louise Brogan wraps up the podcast series by diving into why companies should consider outsourcing their learning and development needs to VPS. Joined by Colin Lauder, Maureen Owens, Priyesh, and Pontus Nygren, the team discusses the many advantages outsourcing can provide, including cost savings, increased...
info_outlinePerform Beyond - Learning & Development with VPS
In episode five of *Perform Beyond*, host Louise Brogan is joined by Amanda Downs and Maureen Owens to explore the design process for client training programs at VPS. Building on previous episodes, this discussion delves into how VPS creates engaging, inclusive, and adaptable training content for their clients, with a focus on keeping it fresh and aligned with client needs. Amanda shares insights on the importance of updating content regularly, adding new activities and interactions to keep learners engaged, and ensuring the content remains visually appealing and dynamic. Maureen adds...
info_outlinePerform Beyond - Learning & Development with VPS
In episode six of the VPS podcast, host Louise Brogan is joined by Amanda Downes, Instructional Designer and Project Manager, and Maureen Owens, Learning Manager at VPS. Together, they dive into the challenges and strategies involved in balancing new industry trends with established regulatory practices in the development of training programs. The discussion opens with an exploration of the importance of not falling prey to "shiny object syndrome"—the tendency to chase after the latest trends at the expense of core principles. Emphasising that learning outcomes should always take precedence,...
info_outlinePerform Beyond - Learning & Development with VPS
In this episode of the Perform Beyond Podcast, host Louise Brogan engages with Amanda Downes, an instructional designer and project manager, and Maureen Owens, learning manager at VPS. Together, they explore the crucial topic of training needs analysis (TNA) within the financial services sector. Maureen elaborates on the importance of conducting a comprehensive TNA to identify skill gaps and align them with the client's business strategies, focusing a year in advance. She highlights key training areas such as ESG (environmental, social, and governance) and mandatory regulatory training like...
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In this second episode of *Perform Beyond*, Louise Brogan is joined by Colin Lauder, Maureen Owens, and Priyesh from VPS to dive deep into the onboarding process that VPS follows when starting with a new client. The conversation centre’s around how VPS customizes their approach to meet the needs of each client, particularly in the financial services sector, where they have been operating for over five years. The episode outlines the key phases of onboarding: the discovery phase, transition phase, and go-live phase. Colin and Maureen discuss the importance of understanding a client's...
info_outlinePerform Beyond - Learning & Development with VPS
In the third episode of *Perform Beyond*, Louise Brogan is joined again by Colin Lauder, Maureen Owens, and Priyesh to explore the critical importance of compliance and governance in the learning and development programs provided by VPS. The team focuses on how VPS ensures that its clients, especially in the highly regulated financial services sector, remain compliant with industry standards and regulations. The discussion covers the detailed governance framework that VPS uses to monitor and measure success, including key performance indicators (KPIs) and service-level agreements...
info_outlinePerform Beyond - Learning & Development with VPS
In this introductory episode of *Perform Beyond*, host Louise Brogan sits down with two key members of the VPS team, Colin Lauder and Maureen Owens, to discuss their roles and the exceptional work VPS does in the financial services training industry. Colin shares his experience as Operations Manager, where he oversees the delivery of comprehensive learning and development services for clients, while Maureen explains her journey into the learning and development industry and how she supports clients in her role as Learning Manager. Listeners will get a detailed overview of what Vertex...
info_outlineIn this second episode of *Perform Beyond*, Louise Brogan is joined by Colin Lauder, Maureen Owens, and Priyesh from VPS to dive deep into the onboarding process that VPS follows when starting with a new client. The conversation centre’s around how VPS customizes their approach to meet the needs of each client, particularly in the financial services sector, where they have been operating for over five years.
The episode outlines the key phases of onboarding: the discovery phase, transition phase, and go-live phase. Colin and Maureen discuss the importance of understanding a client's business, culture, and goals, while Priyesh explains how VPS leverages data and workflow management systems to ensure smooth operations and performance tracking. The episode also touches on flexibility, emphasizing the need for adaptability in response to changing client priorities or industry regulations.
Key Takeaways:
- The Three Phases of Onboarding:
1. *Discovery Phase*: Building relationships and understanding the client's needs, culture, and KPIs.
2. *Transition Phase*: Defining roles, developing a 100-day plan, and establishing processes and SLAs.
3. *Go-Live Phase*: Testing, refining, and reviewing performance as the solution is implemented.
- Flexibility in Operations: While the 100-day plan is critical, both Colin and Maureen highlight the importance of remaining flexible to accommodate changing client needs and external factors like industry regulations.
- Collaboration with Clients: VPS values building strong, collaborative relationships with clients. Being physically present on-site helps smooth out challenges and ensures better understanding and communication.
- The Role of Data: Priyesh explains how VPS tracks every step of the administration process, using workflow management systems and data analytics to monitor KPIs and SLAs, ensuring service excellence.
Upcoming Episodes:
In the next episode, the team will discuss how VPS ensures governance and quality assurance with its clients. They will cover KPIs, SLAs, and the importance of a governance model to maintain high service standards.
- Explore how VPS sets up governance models with clients, ensuring all KPIs are met and continuously evaluated for the best possible service delivery.
Make sure to subscribe to *Perform Beyond* so you don’t miss upcoming episodes. If you found value in this episode, please leave us a rating and review, and feel free to share it with colleagues or friends who might benefit from learning more about VPS’s onboarding processes.