Products and Services
ATF Bank  
ATF Bank

<h4>1. Company Description</h4>

<p><b>1.1. </b><b>Industries in which the Company Operates</b></p>

<p>Banking business (Kazakhstan)</p>

<p><b>1.2. </b><b>Territorial Distribution</b></p>

<p>20 branches, 2 offices (Moscow, Kyrgyzstan)</p>

<p><b>1.3. </b><b>Number of Staff<br> </b></p>

<p>More than 4,000 employees</p>

<p><b>1.4. </b><b>Employees Who Use the System</b></p> <ul> <li>Senior staff </li> <li>Ordinary employees </li> </ul>

<h4>2. Project Objectives<br> </h4>

<p><b>2.1. </b><b>The program has been implemented to meet the following business requirements:</b></p>

<p>Main objective - training and personnel assessment <br> Other objectives include: </p> <ul> <li>Informing employees about ongoing training activities at the bank </li> <li>Ensuring universal standards for training in all bank branches </li> </ul>

<p><b>2.2. </b><b>Which business processes should be automated?:</b></p> <ul> <li>Distance learning, primarily for the main, front-office staff </li> <li>Testing employees based on learning goals </li> <li>Automatic expense accounting for staff training </li> </ul>

<p><b>2.3 </b><b>Planning for successful implementation </b></p> <ul> <li>System reliability </li> <li>Access to the learning portal in all branches of the bank </li> <li>User-friendly system interface </li> </ul>

<p>One of the main criteria for successful implementation was a clear description of tasks to be performed by departments involved in software implementation. </p>

<p><b>2.4 </b><b>What did the project plan involve (scope statement, analyzing business processes, etc.)</b></p>

<p>Bank IT specialists were asked to fill out a scope statement. Unfortunately, several points (for example, the inability to delete former employees from the database) were not addressed when creating the scope statement. This occurred because not all system capabilities were known/understood at the time of planning.</p>

<h4>3. Project Parameters</h4>

<p><b>3.1. </b><b>Time frame for project implementation and milestones:</b></p>

<p>Project start - November 2007 <br> Implementation and configuration of the system - January 2008 <br> Implementation in all bank branches - June 2008 </p>

<p><img src=";FieldElemFormat=gif" height="386" width="650" /> </p>

<p>Fig. 1 - Learning Portal Interface</p>

<p><b>3.2. </b><b>The customer project team (from IT to HR). </b><b>Team roles: how was interaction directed?</b></p> <ul> <li>Project Manager - full-time on the project </li> <li>Specialists - a human resources manager and an IT expert who was involved with server operations </li> </ul>

<p><b>3.3.</b><b>Main difficulties encountered during the project</b></p>

<p>The main difficulty we experienced, and are still struggling with, has to do with our non-standard Learning Portal access needs (access without entering a username and password). Employees should arrive at the portal immediately after clicking on the banner, but so far this is not the case.</p>

<p><b>3.4. </b><b>Did time frame and cost conform to expectations?</b></p>

<p>The time spent on the project was consistent with expectations. We experienced only a slight delay due to the parallel implementation of the "Aksapta" program. The financial cost was also as planned, but additional costs will be incurred to fix the technical difficulties encountered during the project that were not outlined in the scope statement. </p>

<p><b>3.5. </b><b>What IT limitations affected project outcomes?</b></p>

<p>There were no severe restrictions. </p>

<h4>4. Project Development</h4>

<p><b>4.1. </b><b>Development Plans (the automation of these business processes is planned) </b></p> <ul> <li>Further development of e-learning courses </li> <li>Further automation of key business processes associated with staff training </li> <li>Using the learning portal for web conferencing and webinar technology with the Virtual Classroom </li> </ul>

<p><b>4. </b><b>Filling With Content: how was it accomplished?</b></p>

<p>Online courses were developed for:</p> <ul> <li>Credit for small and medium-sized businesses </li> <li>Retail Credit </li> <li>Retail Sales (deposits, etc.) </li> </ul>

<p>Courses on products were developed in-house by the bank and bank specialists, we did not seek help from other companies to develop courses. Courses about the WebTutor system were purchased ready-made from «WebSoft». These courses are very popular and employees are happy to access them. </p>

<p><b>4.3. </b><b>System Support and Development Team</b></p> <ul> <li>Project Manager </li> <li>HR Department Specialist </li> <li>IT specialist - part-time on the project when there are problems with the server </li> </ul>

<p>When developing e-learning courses, the main office staff who develop the products is involved as experts. </p>

<h4>5. Project Results</h4>

<p><b>5.1. </b><b>Achieved Results (quantitative and qualitative)</b></p> <ul> <li>Learning Portal is available to all bank employees </li> <li>During the first 9 months, the portal successfully trained around 1,500 staff members. </li> <li>Expenditure tracking for all educational activities is already fully set up and will be used in the 4th quarter to make accounting easier. </li> <li>The system is integrated with the Aksapta personnel record system </li> </ul>

<p><b>5.2. </b><b>Cost Efficiency</b></p>

<p>Formal calculations have not been done, but our impression is that the system is very economical as we can now inexpensively cover training activities for all employees in all of our branches. </p>

<p><b>5.3. </b><b>Most Significant Results - what stands out?</b></p> <ul> <li>Availability of the learning portal in all branches of the bank </li> <li>Integration with the HR accounting system Aksapta </li> </ul>

<p><b>5.4. </b><b>Employee reaction to system implementation</b></p>

<p>Employees are satisfied with the program because this form of training offers course times that are convenient to them. Additionally, the bank purchased «WebSoft» e-courses that are very relevant to our employees. </p>

<p>For details, see "The staff's opinion about distance learning in the bank." </p>

<p><b>5.5. </b><b>Feedback from company managers following system implementation</b></p>

<p>Unfortunately, it was not possible to gather manager feedback. But comments have been positive as there are many advantages to the system. The main advantage being the significant reduction in costs and the possibility of training staff at convenient times. </p>