How UpTroop Transformed ESG Skilling at SG Analytics with AI-based Microlearning and Y.O.D.A - the Knowledge Assistant

HIGHLIGHTS

• Company: SG Analytics
• Headquarters: Pune, India; Founded: 2007
• Company size: 1000+
• Industry: Analytics and Business Intelligence
• ‍Challenge: Delivering effective ESG skills to a rapidly growing workforce, with traditional methods failing to engage learners and ensure knowledge retention. Employees needed to internalize ESG frameworks; achieve certification through an internal assessment; and apply these skills in their day to day to perform their roles effectively.
• Solution: UpTroop utilized its AI-driven knowledge enrichment platform to transform extensive ESG content into daily micro-interactions. Delivered via Y.O.D.A, the knowledge ally, these interactions were seamlessly integrated into Slack, the workplace communication tool for ESG Analysts. The platform tracked and analyzed every interaction to enhance knowledge gain, confidence, and practical application.
• ‍Outcome: UpTroop’s AI-driven micro-learning platform transformed ESG skilling, leading to:
  • 75% knowledge retention
  • 16% improvement in learners' knowledge scores
  • 80% content completion rate
  • 67% surge in the number of learners who achieved certification
  • 50% reduction in content creation time, saving approximately 200 man-hours
  • 20% cost savings

Rapid Growth Presents New Challenges

SG Analytics has experienced significant growth over the past few years, expanding their presence to multiple countries. This success brought unique challenges for their Learning and Development (L&D) team, responsible for regulatory training, onboarding, employee engagement, communications, and technical and functional skilling in complex areas such as ESG.

The Complex World of ESG

Environmental, Social, and Governance (ESG) is a rapidly evolving field covering a wide range of issues, from climate change and resource depletion to social justice and corporate governance. SG Analytics' unique solution involves evaluating companies with respect to socially desirable outcomes and analyzing their business and investment opportunities.

The Challenge: Overcoming Traditional Learning Obstacles

As the L&D team at SG Analytics worked to equip their employees with complex ESG skills, they encountered two key challenges:

1. Traditional Training Methods: Traditional methods failed to engage GenZ learners and ensure knowledge retention, which was crucial for providing accurate and insightful services to clients.
2. Concentrated Static Content: Before UpTroop, the content was delivered using ppts, pdfs & video recordings. Training sessions were dependent on the availability of the SMEs who had all the tacit knowledge.

We needed a powerful, end-to-end platform that would index our vast content and create role-specific, domain-specific functional skilling journeys for our people – in a way that our people find engaging and intuitive. We found UpTroop—and it was a game changer.

- Rajat Sanan, Head of Learning & Development at SG Analytics

UpTroop's Innovative Approach

UpTroop embarked on a pioneering journey with SG Analytics to transform their ESG training through a meticulous and multifaceted approach:

Laying a Strong Foundation

1. Coverage: ESG constructs in a micro-learning format were unprecedented. UpTroop had to index this vast content repository and create knowledge capsules specific to user roles at SG, ensuring accurate reflection and complete coverage of ESG nuances.
2. Training Y.O.D.A GPT with SG Analytics' Context: It was imperative to capture the tacit knowledge from the SMEs to ensure that what's not written in the PowerPoints about the day-to-day scenarios is still captured.
3. Role Outcomes: Business leaders and line managers had to have a say in what needs changing. This collaborative effort allowed UpTroop to tailor its model to internalize SG Analytics' content effectively, using the existing knowledge baseline, desired outcomes, and identifying any gaps.

The Design: Ensuring Comprehensive Coverage

The breadth and depth of ESG necessitated leveraging spaced repetition to ensure comprehensive coverage without overwhelming the employees. UpTroop's approach was rooted in key behavioral theories and techniques, such as the AGES Model, Nudge Theory, and Spaced Repetition.

The content was indexed and UpTroop's AI model broke it down into Learning Objectives; and each Learning objective further broken down into case studies, quizzes, challenges, and reflections.

Content Transformation: using GEN-AI

SG Analytics had over 3000 pages of ESG related content distributed in PowerPoints, PDFs, URLs, and other formats. The big task was to make sense of all this content and divide it into 'high quality, intuitive & interactive content' while ensuring complete coverage. UpTroop's Y.O.D.A GPT did the trick. It indexed and sub-indexed the content to create Paths & Knowledge capsules that were logically structured. UpTroop's GEN-AI platform further converted this exhaustive ESG content into interactive formats, including videos, toolkits, simulations, and quizzes. This shift enhanced learner comprehension and retention.

Bite-Sized Interactive Knowledge Bytes

Deconstructed complex ESG topics into manageable, engaging micro-learning components, ensuring learners could grasp key concepts without feeling overwhelmed.

Gamification

Incorporated gamified elements such as experience points, leaderboards, and badges to foster a sense of accomplishment and healthy competition, significantly boosting engagement.

Interactive Modules

Integrated a variety of interactive modules, including quizzes, video case studies, and challenges, catering to different learning styles and keeping learners actively engaged.

Here is Video case study that employees solved with Y.O.D.A (Your on-demand ally)

Seamless Delivery and Personalized Tracking

1. Seamless Delivery with Y.O.D.A: Integrating the skilling modules with communication platforms like Slack, and creating a personal knowledge ally "Y.O.D.A" (Your On-Demand Ally) - ensured knowledge development was embedded within employees' daily routines, minimizing disruption.
2. Personalized Progress Tracker: Provided real-time feedback on employees' progress, allowing them to monitor their knowledge gain, celebrate achievements, and identify areas for further improvement.

The Impact: Transformational Results

UpTroop's solution meticulously addressed the challenges faced by SG Analytics, transforming their knowledge enrichment and skill redevelopment landscape. Here are the transformational results:

• Supercharged Knowledge Retention: UpTroop's approach yielded a remarkable 75% increase in knowledge retention, with 87% of learners achieving high scores in post-assessments.
• Unprecedented User Engagement: Fostered an exceptional average user engagement rate of 91% across all modules, exceeding industry benchmarks and demonstrating the captivating nature of the learning experience.
• Improved Confidence and Practical Application: Employees reported a confidence boost of 63%, directly translating into a 29% improvement in the practical application of their newfound ESG knowledge.
• Enhanced ESG Expertise: Observed a 79% improvement in ESG knowledge utilization, solidifying employee expertise in this critical area.
• Increased Collaboration: Fostered a 21% increase in knowledge sharing and team collaboration, creating a more dynamic and interconnected workforce.
• Performance Gains Across the Board: Learners demonstrated a 29% increase in evaluation and scoring, a 23% improvement in data collection and research efficiency, and a 45% enhancement in business communication and decision-making.
• Certification Success: The program witnessed a significant 67% surge in the number of learners who achieved certification, highlighting the program's success and the increasing value that learners place on the certification offered.
• Operational Efficiency: UpTroop's AI-driven approach saved significant time, money, and man-hours. SMEs no longer needed to spend weeks creating content; instead, Y.O.D.A GPT created structured and interactive content in hours, leading to a more efficient L&D process.

Success Stories from the users

"As an ESG analyst, I now have a deeper understanding of ESG principles and their practical applications. This knowledge has significantly improved my risk assessment skills and decision-making within my role."

"The insights I've gained through the ESG warrior journey align closely with my current role's demands. I now possess a solid grasp of the foundational concepts essential for excelling in my position."

"The knowledge I've gained on UpTroop's platform has made me more efficient in scoring social, governance, and environmental data points. This efficiency directly contributes to better ratings and assessments."

Testimonial we love! ♥️

"The utilization of AI to combat the 'forgetting curve' and to simplify complex subjects like ESG into digestible content has been a game changer. With Y.O.D.A GPT, we didn't have to spend weeks creating and delivering content. Instead, our SMEs' valuable insights were seamlessly transformed into structured, interactive learning modules in a matter of hours. This efficiency saved us significant time and resources, allowing us to focus on more strategic initiatives.

Y.O.D.A, the Intelligent Learning Ally, made the content accessible and comprehensible, significantly enhancing the knowledge of learners who previously struggled with the program. The platform's ability to foster daily learning continuity and cater to the preferred learning times of our Gen Z employees has been particularly beneficial. The flexibility and interactivity of UpTroop's platform have not only ensured higher engagement and retention but also empowered our employees to achieve higher certification scores and confidently apply their ESG knowledge in practical scenarios. UpTroop has truly revolutionized our approach to learning and development."

- Rajat Sanan, Head of Learning & Development at SG Analytics

Conclusion: A Continuous Knowledge Enrichment Journey

SG Analytics' success story with UpTroop demonstrates how a well-implemented microlearning approach can transform employee training from a one-time event into a continuous knowledge enrichment journey. By delivering knowledge in bite-sized chunks and integrating it seamlessly into employees' workflows, UpTroop empowered employees to learn and grow at their own pace, ultimately contributing to their professional development and the organization's overall success.

UpTroop’s innovative use of Artificial Intelligence and Behavioral Science augments Human Intelligence. We ensure that employees not only gain knowledge but also develop the confidence and skills to apply this knowledge effectively, with an ally by their side. UpTroop’s AI-driven platform significantly reduces content creation time by a minimum of 50%, saving thousands of man-hours. UpTroop results in over 20% cost savings in L&D operations. This operational efficiency allows the L&D team to focus on strategic initiatives, driving further growth and success for SG Analytics.

Contact Us: For more information on how UpTroop can help your organization achieve similar success, visit UpTroop.

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