The global investment firm identified the need for a digital transformation and data-centric culture. To enact these changes, the firm had to execute a broad data upskilling program across the organization.

Correlation One worked with firm leadership to identify and prioritize business needs and data use cases, and aligned on a workforce skilling solution that met the client's objectives.

 

The company set the following strategic objectives: 

1. Establish an organization-wide understanding of the firm’s data and systems.
2. Design data and digital upskilling programs tailored to employee use cases.
3. Drive high learner engagement to foster a culture of data-informed decision making across all levels.

Correlation One developed a multi-pronged curriculum approach to meet the needs of stakeholders at all levels of the company, comprised of:

• Live and instructor-led sessions
• Self-paced online coursework with both required and elective modules
• A role-specific project tied to team use cases, workflows, and ROI

The program was structured into two tracks:

• Executive Leadership Program: Live, instructor-led workshops for senior leadership and middle managers focused on the strategic importance of data, how to lead with data, and fostering a data-driven culture to drive tangible business impact.
• Skills-Based Training: For employees, foundational data literacy programs equipped them with the knowledge to make informed decisions and apply data in business contexts, while advanced training developed role-specific, specialized data skill sets to address critical gaps.

 

Following the implementation of Correlation One’s custom workforce development solution: