A major factor that differentiates Phoenix from other consulting firms is our determination to make sure our clients have the training and learning materials to support their initiatives. It was imperative that we provide the USDA with this knowledge support during its Salesforce Community and Government Cloud implementation. We provided fully customized training curriculum that is now required training for all USDA employees and their loan origination partners. Using Camtasia, we developed 15 Lender and 6 Employee training tutorials which included a knowledge check and certficiate of completion. Each tutorial was closed captioned and fully 508 Accessibility compliant. The training was written, recorded and released in less than 60 days, including client and 508 review. Our ability to deliver large volume, high quality training is a superpower for our training team and we were thrilled to be able to share our passion for learning with the USDA and their partners.

When a top Mortgage company sought training on how to deliver value at scale, with a focus on Product Management best practices and thinking, they trusted us with the task. With our experience in the software implementation and mortgage industry, we customized our commercial Scaled Value Delivery workshop to meet the client’s specific needs. This interactive, four-day workshop brought together participants with different skillsets through hands-on experiential learning. With a focus on realizing business value, we educate participants on how to design and communicate a vision, collaborate with team members across business, product and technology, and ultimately, successfully deliver value with little waste. We took the very best of product management, software delivery, Agile, SAFe, and change management to create and deliver what one participant called “hands down, the absolute BEST training I have received in 15 years.”

A top mortgage lender was struggling with identifying, aligning, and delivering continuous, incremental value. With the goal of helping trains and team of teams align on various technical approaches and value delivery, Phoenix implemented a Scaled Value Delivery Community of Practice, cementing the value at scale concepts. We helped teams put these techniques into practice by creating and following experiments and deep diving into specific topics of facilitation, product management, and Lean-Thinking. We facilitated feature writing workshops for Product teams, enhancing skills around refinement, and identifying and mitigating waste. Leveraging the learnings and feedback from training and coaching over the course of a year, our team developed a comprehensive year-in-review analysis of the organization’s value delivery and path towards continuous improvement.