Portfolio

Wells Fargo

Course evaluation and training analysis

We built Wells Fargo's Course Evaluation Reporting Center and Training Analysis Suite alongside the customer and sales tools.

Training room prepared for a course review

What we built

We built four systems for Wells Fargo. Two of them train and evaluate people: the Course Evaluation Reporting Center and the Training Analysis Suite. The other two manage high-value customers and report sales.

The rest of the Wells Fargo work

The customer workspace is the Service-Only Contact Tool. The sales score is the recognition report.

Related work

High-value customer management · Sales and reporting portal

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