Risk Management
Training Users of a New System
Clarion Insight enabled the client’s adoption of the Active Risk Manager (ARM) tool, coupled with meticulous change management and tailored learning resources to provide a consistent approach to recording strategic risks across their organisation. This addressed a pressing need for uniformity in the client’s risk management reporting; transitioning from dispersed spreadsheets to a unified platform.
1 Unified Risk Management Approach
3 Types of e-learning tools
Countless time saved through reporting efficency
Problem
The client lacked a standardised approach when it came to strategic risk recording and aimed to transition from disparate spreadsheets to a centralised platform to pursue amplified operational efficiency and supervisory capabilities. This lack of uniformity hindered clear and precise risk evaluation, (akin to comparing "apples with pears with bananas,") and threatened the organisation's ability to identify and address strategic risks effectively. Without a solution, this problem could become a hinderance in safeguarding the organisation's stability, resilience, and strategic decision-making.
Challenge
The integration of the Active Risk Manager tool posed technical complexities, requiring seamless collaboration between the vendor and client to ensure compatibility. Overcoming resistance to change was another significant challenge, necessitating comprehensive communication, training, and support to facilitate successful adoption. Additionally, capturing precise requirements presented difficulties, requiring iterative adjustments to align with evolving client preferences and tool flexibility. These challenges underscored the need for strategic planning, adaptability, and effective communication.
Solution
The solution centred on implementing the Active Risk Manager (ARM) tool and managing the impact of the change. Ensuring seamless integration required close collaboration with the client, during both the customisation of ARM's content and fields, (tailored to match specific organisational requirements,) and during the implementation itself. Additionally, a comprehensive eLearning programme was developed to aid users in effectively using the ARM tool. This included scripted audio, transcripts, and quick reference guides for simplified tool adoption, empowering users to harness its potential. By the end of the delivery process, Clarion had provided the client a unified risk management approach, centralised risk tracking, improved risk analysis capabilities, and efficient user adoption through tailored eLearning materials.
The client also wanted to create a project identity which would both align with the branding on the ARM product, and represent the team’s expertise, capability, and support for colleagues. This would enable the team’s communications to stand out in a crowded landscape, and for the team and product identity to become synonymous and easily recognisable to their ‘customers.’ We also offered strategic advice on how to promote and attract people to the eLearning, how to demonstrate benefits of the e-learning, and how to evaluate its success. This included recommending a pilot group both to test the courses and act as ‘super user’ advocates for the content.
Outcome
The adoption of ARM not only ensured uniformity in risk reporting but also centralised risk-related information, obviating the need for disparate spreadsheets. The outcomes included a unified risk management approach, centralised risk tracking, improved risk analysis capabilities, and efficient user adoption through tailored eLearning materials. This resulted in a plethora of benefits for the client; ARM's implementation streamlined processes, reduced manual efforts, and empowered the organisation with robust risk reporting capabilities. Overall, the solution amplified risk management practices, reporting efficiency, and operational effectiveness, aligning seamlessly with the client's strategic goals.
Conclusion
This case study epitomises Clarion's strengths as a trusted a change management partner. Despite obstacles and delays, our team's adaptability and dedication ensured the successful transformation of strategic risk management through Active Risk Manager; demonstrating our capacity to deliver transformative solutions and facilitate organisational change.