The
challenge: Dean Witter just rolled out the Windows-based
AdvantagE system to its 3,000 brokers nationwide. With broker resistance
to the system and no formal training program, AdvantagE would succeed
or fail depending on how quickly brokers could use this complex tool.
The solution: Aha! produced the Advantage-At-A-Glance flipchart, which graphically demonstrated the vital features of the system. With the flipchart placed next to their monitor, brokers flip instantly to the information they need. The result: brokers are productive, clients are better served, and AdvantagE is being used fully.