Harnessing the power of SMEs to enable team profiency and drive software adoption. Presentation from the Performance Support Symposium 2015.

1. SME’s Unleashed – Enabling Those
with the Knowledge to Share
Enid Crystal – VP Talent Management, BlackRock
Vincent Lucey – Enterprise Director, ANCILE Solutions
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2. Agenda
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• Introductions
• ANCILE Overview
• BlackRock Overview
• BlackRock Business Need
• Choosing ANCILE uPerform
• Implementation
• Lessons Learned
• Next Steps
• Q/A

3. Today’s Facilitators
Enid Crystal
• Vice President, Talent Management,
BlackRock
• 20+ years of experience in learning
and development in corporate
settings that span healthcare,
financial services, and technology
• Chairperson - eLearning Special
Interest Group of ASTD New York
Metro Chapter
• Member eLearning Guild
• Masters of Science - Instructional
Technology
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Vince Lucey
• Director, Enterprise Sales, ANCILE
• Works with all of the leading learning
and performance software solutions
around the world, including ANCILE
uPerform, Oracle UPK, SAP WPB,
and Assima
• Promotes use of the award-winning
ANCILE solutions across large
organizations such as BlackRock
• 20+ years of experience in learning
and development in corporate
settings that span oil and gas,
healthcare, financial services, and
technology

4. 19 Million
End Users
4,400
Global
Customers
ANCILE develops and supports learning
and performance solutions to help
increase employee productivity and
proficiency.
Headquartered in the U.S., with teams in 8
countries and offices in the U.K.,
Germany, Japan, Singapore, and
Australia.
ANCILE Overview
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5. A complete solution to rapidly
Create, Organize, Distribute, Access, & Maintain
organizational knowledge to promote a community of collaboration
ANCILE uPerform
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6.  Clients are our sole focus
 12,000 employees in more
than 30 countries
 $4.32 trillion in assets under
management (AUM)
 Scalable services and
infrastructure
• Risk Management
• Advisory
• Transition Management
• Securities Lending
• Trading
About BlackRock
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Our mission is to create a better financial future for our clients by building the
most respected investment and risk manager in the world.

7. Aladdin
Proprietary enterprise-wide asset management software used by
all BlackRock employees as well as clients around the world.
300+ modules connected in a common platform.
$13.7 trillion in assets managed on the Aladdin platform *
 Common platform that enables firm to:
• Communicate Better
• See Clearer
• Work Smarter
• Move Faster
• Scale Further
*All figures as of December 31, 2012
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8. 8
Aladdin Training Framework
BlackRock Basics
Firm and Aladdin Overviews—How We Create Value for Our Clients
Corporate and Business
Operations
Business-unit content
Client Businesses
Business-unit content
Investment Strategy Group
Business-unit content
Portfolio Construction
Process and product
knowledge*
Trade Processing
Process and product
knowledge*
How to
Step-by-step*
Technology
Step-by-step*
How to
BusinessKnowledge/Skills
SpecificGeneral
 Level 1
 Level 2
 Level 3
 Level 4
* uPerform to be used to create Level 3 and Level 4
training modules

9. Business Need
• Produce library of interactive eLearning courses for Aladdin
• Provide just in time reference via context sensitive help from Aladdin
application
• Consistent quality and standards of training
• Provide subject matter experts with ability to develop effective training
quickly and with quality
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10. • Current tools:
• Captivate
• Articulate
• Software evaluated:
• Assima
• Ontuitive
• Oracle UPK
• ANCILE uPerform
Evaluation process:
• Researched features vs
requirements
• Demos
• Interview current clients
We chose ANCILE uPerform:
• Ease of use for subject matter
experts
• Single source authoring –
multiple outputs
• Output to SCORM/LMS
• Multiple language capability
• Content management
Choosing ANCILE uPerform
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11. Proof of Concept - Success Criteria
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• Ease of use to:
 Develop and use lessons, templates, documentation
 Workflow and change management functionality
 Deploy courses in the BlackRock learning
management system
 Deploy help documentation via Aladdin HELP
 Test deployment to a client (may be simulated)
• Technical fit :
 Does uPerform work in BLK environment?
 Is it a viable solution for clients?
• Additional criteria:
 Translation to at least one other language –
(Japanese)

12. uPerform Implementation Plan
• Train first wave of 14 uPerform Author-SMEs
• Create library of modules covering most used Aladdin modules delivered
via LMS for employees
• Context-sensitive help for Aladdin modules
• Solution for client training
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13. Lessons Learned
• Value of proof of concept
• Executive buy in
• Standards and templates critical
• Shorten time to market
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14. Lessons Learned – Missteps and Corrections
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Issue How Addressed
Training on tool too lengthy Shortened to 3 <1 hr session
Self-paced + live consult
Need to shorten time to market Fill in the blank templates
Quick start author guide
Action learning results in useful product as
by-produce of training
Courses not always needed Simulations only
“Jury duty” approach – not working Development driven by business need (new
application/release)

15. Future Plans
• Performance support for additional apps
• Additional elearning for authors
• More micro-learning/shorter courses
• Upgrade to newer version of uPerform
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16. Thank you!
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