Prior to implementing any new platform within an organisation, such as a learning and performance platform like intellego, it is crucial to thoroughly understand our client’s organisational goals. This involves devising an implementation plan that prioritises aligning people, processes, and technology toward those goals, ensuring everyone is on the same page.
We use our proprietary model BEAM to do this.
BEAM is a powerful framework for driving successful business execution and alignment. The acronym stands for Business Execution and Alignment Model and is designed to help organisations effectively implement their strategies. The framework guides organisations through a process of defining the problem they are trying to solve and breaking it down into manageable steps for implementation.
BEAM aligns People, Processes, and Technology to ensure a seamless execution of strategy. It also takes into account the customer journey and experience, ensuring that the end-user is at the forefront of every decision. With BEAM, organisations can achieve their goals more consistently and with greater ease, leading to greater success and growth.
Click one of these common organisational objectives to see
how intellego is applied to execute and align to an organisational strategy
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Value
Delivering relevant and tailored messaging to each person ensures they are across all timely information
Intellego Feature
• Notifications
• Message Board
• Discussions
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Value
Access to analytics and insights for effective pathways for speed to competency and productivity
Intellego Feature
• Dashboard
• Reporting
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Value
Bespoke botflows that can use and push data across all the organisation’s applications
Intellego Feature
• Botflow Builder & Application Editor
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Employees can log in to a single source portal to obtain all information, education and business processes to excel in their role
Intellego Feature
• intellego
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Value
• Customers serviced by knowledgeable team members
• Information and learning content can be provided to customers to help educate
Intellego Feature
• Notifications
• Message Board
• Knowledgebase
• Learning
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Value
Customers having a consistent experience regardless what channel they come through (phone based, digital/chatbot and in-person)
Intellego Feature
• Bespoke automated process flows
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• Customers provided the option to self serve on common enquiries
• Customers having access to bespoke forum to provide ongoing service and support
Intellego Feature
• Bespoke customer facing automated process flows
• Collaborative circles
Value
Having access to tailored content for their role provides clarity and confidence to each person on what they need to be doing
Intellego Feature
• Activities
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Enables capability uplift through bespoke learning experiences to ensure effective execution of key role tasks and builds future skills
Intellego Feature
• Learning
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Value
Employees have access to automated flows that assist in executing key tasks for their role to ensure efficient and effective outcomes
Intellego Feature
• Bespoke automated process flows
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Value
Employees have access to a knowledgebase and can set up or engage in discussion forums to validate or build knowledge
Intellego Feature
• Knowledgebase
• Discussion Forums
• Activities
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Preventative compliance, policies and procedure controls integrated into process flows to ensure quality outcomes
Intellego Feature
• Bespoke automated process flows
• Learning
The Learning pillar of intellego is designed to provide relevant and contextualised learning experiences to build capabilities. Learning content can take a variety of forms including video, audio and interactive PDFs and distributed as bite sized episodes or microlearning, grouped in channels or topics or packaged as comprehensive courses.
Each learning asset can have associated support resources in the form of Word, Excel, PDF and URL links.
All learning is indexed for easy search and can be marked for mandatory completion. Learning is streamed to specific People or teams based on their role or the capabilities they are wanting to build.
Learning is created and managed via intellego’s Admin Panel and assigned expiry dates to ensure only current learning is available to your People.
The Discussion pillar of intellego is a collaborative space where People come together to create or participate in topics relating to their learning journey, business activity or customer enquiries.
A Person can add create their own discussion forum and invite other peers or experts to participate or join an existing forum.
There are two types of discussions that can be created:
Content Related Discussion
A discussion forum based on a learning topic. For example if an episode under the learning pillar relates to customer service then a discussion forum can be associated to this learning asset and People can collaborate on their thoughts and ideas on key take outs.
General Discussion
A General discussion forum can be titled anything of interest. For example if there is new innovation, an industry change or a government budget update then a discussion forum can be created and those interested can be invited to participate.
A Person can join or leave any discussion they are invited too and will be made aware of their invitation via intellego’s notifications
Collaborative Circles
Intellego Administrators can set up collaborative circles, which limit participation to specific individuals, making it useful in customer-related discussions. For example created between the customer, the customer service representative and other experts relating to the customer enquiry such as a financial planner, tax agent and SMSF specialist
The Activities pillar of intellego is where prioritised goals and associated activities are set tailored to a Person’s need. For example a Person may see the organisational goals, their own development goals or those of their customers.
Each activity is assigned to a goal and contains a description, due date, list of People participating in the activity and comments section. This provides flexibility to create activities for individual goals, collaborating on ideas or projects or bringing together the right team to solve a customer issue.
There are two types of activities that can be created:
Content Related Activity
An activity can be associated to learning content. This is useful when building a learning workflow and you are wanting People to demonstrate the application of their knowledge through a workplace activity.
General Discussion
A General activity can relate to any type of goal. For example an organisational goal relating to my role, a personal development goal or activities relating to resolving a customer enquiry.
A Person is made aware of their activities via intellego’s notifications
The Processes pillar of intellego provides access to business processes relevant to an individual’s role.
The processes are presented as step-by-step instructions with descriptions, links to supporting information, hints, and tips. A comments section allows for collaboration and discussion among individuals on executing the process effectively.
There are two types of processes, one that is displayed as a reference and one that can be automated via Botflow.
Botflow (automated business processes)
Botflows are automated processes that have an intended outcome such as a populated document, form or the push and pull of data across applications.
Refer to Botflow website for more information.
The Knowledgebase pillar of intellego provides a library of resources for People to reference at any time via the search facility.
Knowledgebase can be in a variety of forms including videos, audio, URL links or text based. Each Knowledge content can also have associated support resources Excel, Word, PDF and URL links.
Knowledge content are accessed via the Search facility in intellego. Keyword search will provide all related content and can be filtered based on requirements.
intellego Notifications are designed to keep People informed on new information, recent activities and help keep them on track in terms of completing learning or due tasks.
Notifications are visible on any screen of intellego and can be viewed at any time. Hot links associated with each notification takes the Person directly to the related screen for ease of access and to action.
The types of notifications a Person receives include:
Message Board is designed to provide relevant ‘just in time’ information to People. Messages can be texted based, video or audio. They can be organisation wide communication, focused messaging just for a division or team or even pushed specifically to individuals.
Support resources can be assigned to messages such as a Word, Excel, PDF or URL link.
Messages appear on the Home screen for a prominent position to ensure they are seen. They remain until they reach their expiry date which is set in the Admin Portal.
A dashboard provides users with an overview of key performance metrics and analytics relevant to their role. This enables employees to track their progress, identify areas for improvement, and make data-driven decisions.
The platform offers reporting capabilities to generate customised reports on various aspects of performance, usage, and effectiveness of the platform itself.
