1) The document discusses a mobile learning solution that delivers tailored online courses and training materials to mobile devices. 2) A case study highlights how Merrill Lynch used the solution to deliver mandatory compliance courses to over 2,100 BlackBerry devices, resulting in higher test scores, less time spent, and earlier completion of training requirements. 3) The benefits of mobile learning discussed include just-in-time access to information, tracking of course usage and progress, and integrating mobile into existing learning management systems.

1. Learning to go please! Mobile Learning Solution

2. An integrated suite of products and services delivering performance-based learning solutions Integrated Learning Services Professional services supporting design and delivery of targeted, performance-based, solutions that align with business objectives Custom Courseware Tailored 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 Library Premium online library of financial markets courses that address introductory to advanced know-how requirements Technology Software 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

3. 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?

4. 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

5. GoLearn: Scores & Time in Training Higher scores in half the time 95.05% 95.72% NA No Test 93.70% 94.66% 89.99% No Test 1.35% 1.06% NA No Test 30 min 23 min NA 15 min 43 min 47 min 60 min 32 min 13 min 24 min NA 17 min 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. Variance Over the Line Information Risk Anti-money Laundering E-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. Variance Over the Line Information Risk Anti-money Laundering E-Communication Awareness

6. 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 Data as of June 21, 2007 GoLearn Usage by Region GoLearn Usage by Title GoLearn Usage by Location

7. GoLearn: Impact on Mandated Training GoLearn helped push final IBK completion rates 12% higher than 2006 with all users completing 20 days ahead of deadline Proprietary and Confidential to Merrill Lynch 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 Bankers who trained via GoLearn completed their training 20 days earlier than those who trained via MLU Data sources as of June 21, 2007: 2005: AML & Info Risk 2006: AML, Info Risk & E-Mail Awareness 2007: Firm Wide Annual Curriculum 2007 GoLearn: AML, Info Risk & E-Communications

8. 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

9. 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

10. How does Mobile Learning Work? Application Sits on the device Light Application (300 kb) Content Simple Authoring Intuition Publisher HTML, FrontPage, or Dreamweaver Deployment Install Application Activate Account Download & Launch Content Upload Progress & Scores

11. Application Support 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

12. Deployment Overview

13. Getting started with Mobile Learning Mobile Content Creation Intuition Publisher authoring tool Mobile Content Deployment Intuition Mobile Learning Platform

14. 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

15. 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

16. 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

17. 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

18. Thank You.