Insights - JPW Consulting

Services

AI Activation, Adoption & Acceleration

JPW Consulting turns AI complexity into clarity and intention into action.
AI transformation isn’t just about adoption technology; it’s about shaping how people work with it to amplify human potential.
We focus on building adaptive capabilities that help organizations learn and evolve with change.

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Strategic Alignment

We partner with key stakeholders and leadership teams to align AI initiatives with organizational strategy and priorities, ensuring AI investments translate into measurable outcomes, stronger.

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Data Reliability

We help organizations improve data quality and consistency, ultimately, delivering accurate insight boosting confidence so AI can be scaled and used as intended.

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Cultural & Behavioral Change

We drive adoption through adaptation by enhancing cultural systems to deliberately reinforce the skills, mindsets, and behaviors that drive AI capability.

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Learning & Technology Enablement

JPW delivers tailored training solutions that help learners confidently adopt new processes, systems, and technologies. Our engaging programs close skill gaps and drive strong, sustainable adoption, maximizing impact while managing costs.

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Training

JPW offers tailored training services that empower learners to effectively navigate new processes, systems, and technologies. We develop engaging programs that bridge the gap between current knowledge and the skills needed for success, ensuring strong adoption. Each program is designed to maximize impact while minimizing costs. Our core training services include instructor-led training, virtual training, training management, and post-training support. Whether it is 50 trainers traveling the globe, multiple trainers in one location, or a few trainers training thousands of learners virtually, JPW is committed to meeting client needs.

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Instructor-Led Training

Instructor-led training (ILT) offers a high-touch, interactive model that is especially effective for high-value employees and locations with a large concentration of learners. JPW Facilitators deliver engaging classroom sessions, coaching, and personalized support to meet diverse learning needs. This hands-on approach boosts adoption and maximizes ROI by addressing the unique needs of both the business and individual learners.

Virtual Instructor-Led Training (VILT)

Instructor-led training (ILT) offers a high-touch, interactive model that is especially effective for high-value employees and locations with a large concentration of learners. JPW Facilitators deliver engaging classroom sessions, coaching, and personalized support to meet diverse learning needs. This hands-on approach boosts adoption and maximizes ROI by addressing the unique needs of both the business and individual learners.

Training Management

Effective training management is crucial to the success of every program. JPWs approach begins with a thorough understanding of each client’s goals and objectives, ensuring that the design, development, and delivery phases align seamlessly with the desired outcomes. Our Training Management Consultants also implement comprehensive train-the-trainer programs, empowering facilitators to deliver a consistent, high-quality learning experience across all locations. This approach ensures uniformity, reinforces program effectiveness, and maximizes the impact on learners.

Post-Training Support

Post-training support and reinforcement training help ensure learner success post-go-live. JPW post-training support programs are customized to each client’s need and can include open “office” hours, instructor-led training (ILT), virtual instructor-led training (VILT), eLearning, video, and user guides.

Instructional Design

JPW creates engaging curricula that enhance knowledge and improve performance. We focus on developing content that aligns with learners’ needs and objectives, ensuring impactful learning experiences. Our proven track record includes analyzing client needs, creating customized programs, and delivering optimized solutions that prioritize client satisfaction.

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Curriculum Development

From analysis to delivery, JPW employs proven instructional design practices to create customized, role-based courses. JPW collaborate closely with subject matter experts and business managers to ensure the training content is not only relevant, but technically accurate, and consistent with business practices. Our courses incorporate real-life scenarios, best practices, and practical tips to create engaging content that truly resonates with learners.

Training Documentation

JPW designs and develops high-quality custom training documentation. All materials go through our rigorous quality assurance process prior to being presented to our client. Training documentation includes:
• Training Presentations
• Facilitator Scripts
• Participant Scripts
• Reference Guides
Training documentation can be translated into multiple languages.

Digital Learning

With over 15 years of experience, JPW develops innovative digital learning solutions, including eLearning and video content. These on-demand resources help learners explore, understand, and apply new concepts, supporting their ongoing development.

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eLearning Development

JPW creates all levels of eLearning using various tools such as Storyline and Rise. Our eLearning courses can include graphics, interactivity, branching, audio, closed-captioning, multimedia, knowledge checks, assessments, video, demonstrations, and simulations.

Video Development

JPW creates engaging video using various tools such as Adobe Premier, Adobe After Effects, Camtasia, Synthesia, Vyond, and Plotagon. Video styles include 2D and 3D character animation, explainer video, whiteboard animation, AI video, micro-video, and screencasts.

Change Enablement

JPW understands that structured change management is crucial for successful technology adoption. Our change enablement services leverage strategies from the JPW Adoption Playbook, focusing on communications, training planning, and execution to ensure seamless transitions during large-scale training initiatives.

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Adoption Playbook©

JPW empowers clients to navigate change effectively with our proprietary JPW Adoption Playbook. Grounded in Prosci®’s extensive research on project success and failure, our playbook offers a strategic, multi-disciplinary approach to adoption using the ADKAR™ change management framework. Our methodology includes carefully crafted communication, training, and reinforcement strategies to enable successful, lasting change. By delivering tailored recommendations, we help facilitate a smoother transition that encourages user adoption, accelerates integration of new solutions into daily operations, and ultimately enhances efficiency and satisfaction.

Communications

Effective communication is crucial for overcoming user resistance to change. At JPW, we build comprehensive communication strategies aimed at increasing awareness, fostering desire, and delivering essential project information.
To achieve this, JPW collaborates with client stakeholders and end-users to assess how new technology will impact job functions, enhance user experience, and align with long-term company goals. These insights enable us to help clients develop impactful communication campaigns tailored for executives, sponsors, managers, and peers. By increasing awareness and demonstrating value, these campaigns drive meaningful organizational change and encourage adoption.

Training Planning

JPW creates tailored training programs customized to each client’s unique project goals and objectives. Our training plans are strategically designed to equip end-users with the knowledge and skills needed to excel in their roles.
Expertise
Our Expertise

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Completed Projects
Salesforce & Agentforce

Microsoft Dynamics, 365 & Copilot

Accenture Life Insurance & Annuity Platform (ALIP)

For nearly two decades, JPW Consulting has been delivering Salesforce training and consulting across multiple Salesforce Clouds, including Sales, Service, Financial Services, and CRM Analytics, and Agentforce. We’ve successfully guided companies of all sizes through Salesforce transitions and relaunches, delivering custom training tailored to each client’s unique Salesforce instance. Our expert facilitators bring extensive knowledge from dozens of Salesforce projects, ensuring a seamless, effective learning experience.

JPW has been providing high-quality Microsoft skills training for over 25 years. Our trainers help learners maximize productivity using Outlook, Excel, Word, PowerPoint and Teams, and gain efficiency using Copilot. Our training is designed to help clients build strong modern workplace businesses, focused on Microsoft solutions in the areas of collaboration and teamwork.

JPW has been providing instructional design and training services for the insurance industry for over 15 years. Over the past three years, JPW has been involved in curriculum development and training delivery on Accenture Life Insurance & Annuity Platform, which requires a high degree of knowledge of the insurance industry. JPW’s focus is to ensure a successful transfer of knowledge of this complex platform.
About Us
Our Insights

Our Insights

JPW has been delivering innovative learning and development solutions to drive talent growth and technology adoption for more than 25 years.
We have compiled some of the insights we have developed through our experience in managing major nationwide and global training initiatives for our clients.

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Whitepapers

We have compiled some of our research on AI Adoption and new software deployments into a series of whitepapers.

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Datasheets

Quick informative datasheets on a range of subjects from Salesforce implementation and technology adoption to utilizing analytics and coaching to ensure you’re meeting your business’ KPI’s.

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Case Studies

Detailed information on specific use cases and examples of previous technology training sessions.

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Featured Publication

New Release

Agentforce Accelerated

Microsoft Copilot vs. Salesforce Agentforce – Inside a Fortune 200 Enterprise Evaluation

JPW Research

JPW

Whitepapers

Adoption

Implementing Change

A Fortune 500 global leader in virtualization technology executes a successful global Salesforce deployment in just 2 weeks.

Adoption

The Art of Change Series: Collaborating for Success

Developed and Delivered a targeted communication and training program across various business units and 3rd party vendors.

Salesforce

Wall Street Salesforce Rollout

Fortune 100 wealth management leader rolls out Salesforce to 26,000 financial advisors.

Enterprise AI

Agentforce Accelerated

Microsoft Copilot vs. Salesforce Agentforce – Inside a Fortune 200 Enterprise Evaluation

Datasheets

Relationship Managers

Banking Copilot Use Case: Relationship Managers

Change Management

Training Digital Learning Change Management & Adoption Salesforce Platform Support & Optimization

Salesforce Platform

Custom Solutions Based on Deep Technical Expertise

Coaching

Learning how to coach and measure to behaviors that align to your business KPIs

Jumpstart Toolkit

What your growing company needs for a successful salesforce implementation

Training

Training

Delivering consulting services to organizations implementing new systems and technologies.

Training

Analytic Solutions

What can Einstein do for you?

Adoption

Consulting Core Services

Professional Training and Training Development

Case Studies

Blended Learning

Deliver uniform Salesforce training and foster motivation among 8,600+ sales agents located across the US.

Training

Relationship Managers

How JPW consulting helps banks turn Microsoft Copilot into measurable gains