Wells Fargo Innovative Path: Complexity To Accessibility With Xyleme

wells fargo customer blog

As one of the largest banks in the United States, Wells Fargo has a vast amount of learning content to manage for its employees. With over 100 locations and a constantly evolving industry, keeping track of all this content proved to be a major challenge for the company.

To make matters worse, Wells Fargo was relying on more than 20 different applications and software packages to build and store their content. However, their journey with Xyleme, a leading Learning Content Management System (LCMS), helped them overcome this content chaos and streamline their content management process. Let’s take a closer look at how Xyleme helped Wells Fargo transform their content management strategy while creating a more inclusive and accessible learning environment.

The Content Management Challenge at Wells Fargo: Unveiling the Complex Scenario

Prior to adopting Xyleme’s LCMS, Wells Fargo faced significant difficulties. They struggled with coordination and version control issues due to their content being widely dispersed across more than 100 locations, making it challenging to ensure consistency in their content. Additionally, their reliance on over 20 applications and software packages to create and build content hindered efficiency and caused inefficiencies in content creation, updates, and publishing.

The absence of a centralized LCMS solution posed considerable risks for Wells Fargo, limiting their ability to enforce content compliance, ensure accuracy, and respond swiftly to regulatory changes. Furthermore, their inability to track and analyze the usage and performance of their learning content inhibited their capacity to optimize their materials and enhance learner outcomes.

Lastly, Wells Fargo heavily relied on copy-and-paste or save-as methods to repurpose content, which led to increased risks of errors and inconsistencies, resulting in content chaos. Furthermore, there was always a possibility of accidentally using inaccurate duplicate content, and this approach consumed valuable time that could have been better utilized for more strategic content initiatives.

Embracing Change: How Xyleme Helped Wells Fargo Break Down Content Silos

Wells Fargo was confronted with the problem of content chaos and recognized the need for a solution that would combine variety with efficiency. They required a centralized LCMS that would allow them to optimize content reuse, use Xyleme as their primary authoring tool, and create visually captivating courses. According to a Wells Fargo representative, they aimed to provide their learners with consistent learning experiences, a modern learning environment, and the ability to learn without any additional context.

scaling content

By adopting Xyleme, Wells Fargo successfully realized their objectives. They were able to achieve real-time content updates with no disruption to employees, thanks to Xyleme’s thin package functionality. This ensured that learners could access the most up-to-date content seamlessly.

Moreover, Wells Fargo aimed to enhance speed to market, minimize risks, and strengthen controls, and Xyleme played a crucial role in accomplishing these goals. Xyleme provided a streamlined content management process, reducing the likelihood of errors and inconsistencies. Additionally, employees could access content from any device, resulting in a more flexible and accessible learning experience.

The advanced data and metrics capabilities offered by Xyleme also played a significant part in transforming Wells Fargo’s content strategy. The organization gained valuable insights into learner engagement and effectively measured the impact of their content. This data-driven approach empowered continuous improvement of learning programs.

Wells Fargo proactively embraced change by training over 200 authors and 20 support staff to effectively utilize Xyleme. Though it took over a year, the investment has proven worthwhile. The company now benefits from a streamlined content management strategy, improved learning experiences, and increased efficiency.

Wells Fargo witnessed significant improvements in design on demand, strategic tagging of content, and accessibility advancements. Let’s explore each of these areas in detail to understand how Wells Fargo and Xyleme collaborated to enhance organizational efficiency and deliver a top-notch learning experience.

The Impact of Design on Demand for Wells Fargo

Realizing the need for graphic design quality in every learning experience, Wells Fargo introduced Design on Demand. This curated collection of page layouts streamlined the designers’ workflow and eliminated the need to create layouts from scratch. Design on Demand can be likened to a content sampler on steroids, similar to the experience on Pinterest.

By providing reusable layouts, a graphic designer allowed Wells Fargo’s instructional designers to focus on content strategy rather than visual design. This not only increased their efficiency but also allowed them to work at scale and incorporate high-quality graphics into their courses.

Design on Demand has had multiple benefits for both learners and designers. It has eliminated learner fatigue by presenting content in engaging and visually appealing layouts. It has also stimulated designers to think about content in different ways and explore new creative approaches. To ensure designers effectively use Design on Demand, Wells Fargo created a tutorial that provides guidance and best practices.

Overall, Design on Demand has transformed Wells Fargo’s content management process by empowering designers to focus on content strategy and creating engaging and successful learning experiences.

Strategic Tagging Through Xyleme's LCMS

In the realm of content management, strategic tagging has become a game-changer for Wells Fargo. This paradigm, developed by the company, has revolutionized their content organization and retrieval process, making it more efficient and user-friendly.

Strategic tagging at Wells Fargo is accomplished through three main methods: keywords, attributes, and taxonomy. Taxonomy, in this context, refers to a conceptual framework and structured hierarchy for content. By using this framework, Wells Fargo has made their content easier to search, retrieve, and publish.

The goal of Wells Fargo’s tagging strategy is to create a system that benefits both the organization and its users. And the benefits are plentiful. For consumers, strategic tagging ensures a seamless and targeted learning experience. Authors benefit from streamlined content management, while management gains valuable insights into learner engagement and content effectiveness.

To achieve their tagging goals, Wells Fargo employs a three-pronged approach. The first level of tagging is done at the topic/page level, which maximizes reusability and helps filter search results and reporting. At the course level, Wells Fargo uses tags such as accessibility, language, course code, delivery method, learner type, line of business, records classification, and vendor. They also utilize lesson/container tags, which act as checks for understanding. Lastly, they align folder names in Create and Syndicate for more opportunities to add metadata.

Through strategic tagging, Wells Fargo has unlocked the power of organized content, delivering a personalized and efficient learning experience to their users.

LCMS Accessibility Advancements with Xyleme

Wells Fargo and Xyleme joined forces in 2022 to address the important issue of accessibility in online courses. Recognizing the importance of providing an inclusive learning experience, Xyleme focused on resolving navigation issues faced by Wells Fargo’s screen reader users. They collaborated closely with Wells Fargo’s accessibility team to understand the expected navigational flow for screen readers and make necessary adjustments.

The collaboration yielded remarkable results. Course navigation, focus order, tabs, and other web interactions were greatly improved, enhancing the accessibility of Wells Fargo’s learning content. These enhancements were so impactful that they have now been incorporated into Xyleme’s core product, benefiting all of their learners.

"I’ve learned from Alisha how willing Xyleme is to make Wells Fargo’s templates as accessible as possible. It is a pleasure!"

This collaboration has been instrumental in improving the accessibility of Xyleme’s web outputs, making it a win-win for both organizations. It showcased Wells Fargo’s dedication to ensuring that everyone, regardless of their abilities, can access and benefit from their learning content. The partnership between Wells Fargo and Xyleme exemplifies the power of collaboration in creating a more inclusive and accessible learning environment.

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