Implementing Oracle Learning Management OLM at AmTrust Bank

1. Implementing Oracle Learning Management (OLM) at AmTrust Bank Presenter: Tara Morey, HRIS Project Manager, AmTrust Bank

2. Agenda Introduction & welcome Overview of Oracle Learning Management (OLM) Overview of Learning & Performance (L&P) The OLM project AmTrust’s success with OLM AmTrust’s challenges/lessons learned Next steps with OLM Q&A

3. Welcome & Introduction AmTrust Bank – 118 years of business Privately-held financial institution since 1889 with three primary lines of business: Retail Banking 61 branches in Cleveland, Akron, Columbus, Florida, and Arizona A dozen or so more branches are planned in the near future, most in FL and AZ Wholesale Lending Residential housing arena via correspondents and brokers throughout the continental United States One of the top mortgage lenders in America Commercial/Construction Lending Business in 14 states and in some parts of Canada Headquartered in downtown Cleveland Approximately 3,000 employees throughout the continental US with $18 billion in assets Retail - Ohio Savings has 37 branches in Cleveland, Akron and Columbus and 24 more in Florida and Arizona. A dozen or so more branches are planned in the near future, most in those two states We do Wholesale Lending business in the residential housing arena via correspondents and brokers throughout the continental United States. We also do Construction Lending business in 14 states and in some parts of CanadaRetail - Ohio Savings has 37 branches in Cleveland, Akron and Columbus and 24 more in Florida and Arizona. A dozen or so more branches are planned in the near future, most in those two states We do Wholesale Lending business in the residential housing arena via correspondents and brokers throughout the continental United States. We also do Construction Lending business in 14 states and in some parts of Canada

4. Oracle Learning Management Part of the Oracle e-business suite Developed from Oracle Training Administration (OTA) and iLearning Tightly integrated with talent management, e.g., competencies, performance appraisals Supports blended learning, instructor-led and online training Supports e-learning content that complies with industry standards, SCORM/AICC

5. Features of OLM Administrators can manage instructor-led and online class offerings: Enrollments & cancellations Resource Bookings (trainers, rooms, equipment) Learning paths & certifications Automated wait lists Create & publish assessments/surveys and self-study courses Create & publish instructor-led classes Set course prerequisites Control learner access at various levels (category, course, offering, class) Reports

6. Continued… Instructors can manage the classes they train: View scheduled classes and history View ILT and self-study class enrollment Communicate to trainees via chats and forums Receive class reminder notifications Managers can guide their employees’ learning: Enroll employees in classes View employees’ class history Create a learning path for an employee Employees can manager their learning: Search class catalog Enroll/cancel in classes View class history Create learning paths Launch/play online content

7. Learning & Performance prior to OLM Class registration via Outlook forms Student data in Access database Class and trainer data in Excel and Word Assessments in one database and then manually put into Access database Manually monitor waitlists Resources booked and scheduled manually using an Outlook calendar

8. OLM Project at AmTrust - Selection Leverage investment in Oracle (implemented in April 2005) Employee & Manager Self-Service HR Payroll Oracle Advanced Benefits (OAB) Oracle Time & Labor (OTL) iRecruitment Compensation Workbench

9. OLM Project at AmTrust -Implementation Started with OTA in 2004, but decided to wait for OLM Discussion began February 2006 Go-live January 15, 2007 Implemented using internal resources/staff Followed Oracle Implementation Guidelines/Plan Project team: Project Manager from HRIS Project Lead from L&P 2 Administrators 2 Trainers from web-based team Regional trainers from FL, Columbus, and AZ Multiple others brought in for set-ups Application Developer from IT Business Analyst from IT Documentation specialist from HR Web Designer

10. Employee & Manager View

11. Continued…Learning History

12. Continued…Catalog

13. Continued…Waitlisted/Requested Learning

14. Instructor Views – Instructor Home

15. Continued…Forums and Chats Reply and post messages as an instructor. If a public message, all enrolled learners will receive a workflow email and notification.Reply and post messages as an instructor. If a public message, all enrolled learners will receive a workflow email and notification.

16. Continued…Booking History

17. Administrator View - Catalog

18. Continued…Class Details

19. Continued…Content

20. Successes & Best Practices Strong commitment and project management from client/L&P Communication & planning Dedicated project team, e.g., IT, Documentation Realistic expectations of the product Not underestimating time and resources needed – gave ourselves plenty of time for project Running parallel systems (old and new) No data conversion Stay current on patches Benchmark with other companies that are implementing or using OLM Go to industry conferences (such as OHUG) to make contacts, to learn best practices, and to discover creative ways to use OLM

21. Challenges/Lessons Learned Creating & Running Reports Updating Assessments Not everything found a home in OLM Need to be creative with setups to get what you want Don’t underestimate resources needed to support during and after implementation Plan early if you are going to use a content server Recruit people outside of the project to test Get all end users involved from L&P to validate set-ups (mandatory participation, if necessary) needed custom views and the challenge of pulling data from Access database and OLM Assessments – question banks, test sections Not everything found a home- still need to use company Intranet for some marketing (e.g., class calendar, trainer bios), track new compliance training in vendor database, use Survey Monkey for Level I evaluations Need to be creative - (blended learning, library) Support - for decision-making, reporting, set-ups, documentation. needed custom views and the challenge of pulling data from Access database and OLM Assessments – question banks, test sections Not everything found a home- still need to use company Intranet for some marketing (e.g., class calendar, trainer bios), track new compliance training in vendor database, use Survey Monkey for Level I evaluations Need to be creative - (blended learning, library) Support - for decision-making, reporting, set-ups, documentation.

22. Next Steps Training Library – books, DVDs, CDs Content Server Reporting Learning Paths and Certifications Web conferencing

23. Q & A Contact Information Tara Morey, HRIS Project Manager AmTrust Bank tmorey@amtrust.com