Challenge Our client is a global financial planning company of more than 15,000 people that helps businesses, institutional investors, and individuals meet financial goals. In 1999, they needed support for employees to learn Microsoft Office suite. Vitalyst was brought on to provide live, how-to support for internal employees to master the software. Over time, Vitalyst seamlessly integrated into the client’s IT team to train employees, helping them navigate an array of different platforms including WebEx and Office 365 applications such as SharePoint, Word, Excel, and more. As new technologies and updates emerge, employees need to access help in a variety of ways, from simple calls to navigate new software, to on-site trainings and online webinars to help them to get their beari

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