Banking Powerhouse Optimizes Training Scheduling Processes

Challenge

Managing 50,000 live virtual and in person training sessions each year for over 500,000 employees created major scheduling and resource challenges. The banking powerhouse company needed an LMS-integrated solution to optimize instructor utilization, measure training impact, and eliminate inefficiencies such as double bookings.

Solution

The organization partnered with Training Orchestra to replace 633 spreadsheets with a centralized training management solution, streamlining scheduling, optimizing facilitator utilization, and gaining clear insight into training performance and business impact.

Result

Training Orchestra helped the organization streamline training operations, reduce scheduling inefficiencies, and improve instructor utilization to 85%. The organization also shortened planning cycles by up to 60%, identified more than $1M in savings, and achieved significant cost reductions through more efficient resource management.

About this Banking Powerhouse Company

A global banking powerhouse serving millions of customers and operating a large, highly skilled workforce. With a strong focus on employee development and operational excellence, the organization delivers training at scale to support business performance across the enterprise.

As training demand grew, the organization sought more efficient ways to manage instructor-led learning, optimize resources, and gain greater visibility into training operations and outcomes.

Challenge

Scaling Instructor-Led Training at Enterprise Scale

Training over 500,000 employees is no small task for this banking giant. While online learning covers some needs, live, instructor-led sessions remain essential, not only for providing real-time learner support but also for connecting training outcomes to business results through instructor expertise, making classroom training a powerful driver of success.

But managing 50,000 virtual and in-person training sessions annually was a significant logistical challenge. The organization needed a seamless solution integrated with its LMS, one that could track instructor utilization, measure business impact, and eliminate inefficiencies such as double bookings.

Solution

From Spreadsheets to Strategic Training Management

To better plan, schedule, and manage its comprehensive ILT program, this banking giant replaced a resource-heavy system of 633 spreadsheets by partnering with Training Orchestra to implement a modern TMS.

With around 500 internal facilitators across the U.S., they can now ensure that every facilitator is being utilized properly, instead of relying on the same few to run all training sessions.

Training Orchestra’s highly visual dashboards and deep reporting capabilities also give them a clear view of their facilitator utilization rates, as well as provide invaluable insights into the business impact of its training program.

“We've gone from something very manual to a much more automated solution with Training Orchestra, and we’ve achieved lots of ROI that we've been able to share with our executives.”

– Executive Director, Banking Powerhouse Company

Result

Delivering Business Impact

Some of the impressive results that have been achieved to date, include:

  • Efficient scheduling and fewer logistical errors like double-booking instructors
  • Shortened lead times for new ILT sessions, reducing planning cycles by up to 60%
  • Improvements to instructor utilization rates to 85%
  • Faster, more efficient management of course cancellations and changes, identifying $1M+ in savings
  • Significant cost savings from reduction and redeployment of full-time training staff

Overall, this banking giant is thrilled with the ROI achieved with Training Orchestra and looks forward to long-term success in its ILT programs, driven by significantly streamlined operations.

Download a brief overview of the Banking Powerhouse’s success

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