is your learning technology holding you back? your learning technology holding you back? david...

IsYourLearningTechnologyholdingYouBack?

DavidWentworth,PrincipalLearningAnalyst

BrandonHallGroup@DavidMWentworth

MichelleSullivan,MarketingDirector

NetDimensions

FollowusonTwitter:@BrandonHallGrp |www.brandonhall.com

Learning&Development

TalentManagement

LeadershipDevelopment

TalentAcquisition

WorkforceManagement

RESEARCHPRACTICES

©2015BrandonHallGroup 2


Agenda


EvolvingLearningTechnologyLandscape

PhasesofLMSSelection

MigrationFramework

Takeaways

Questions


StateofLearningTechnology



LMSsAppearOutdated

18.1%

26.8%22.1% 24.2%

8.7%

1 2 3 4 5

SatisfactionwithLMSHavingaModernLook&Feel(1-5)

5

2.8Average

Score


LMSsAreNotFutureFocused

28.2%

20.8% 22.8% 22.1%

6.0%

1 2 3 4 5

SatisfactionwithLMSMeetingFutureNeeds(1-5)

6

2.6Average

Score


Isyourorganizationcurrentlyconsidering replacingyourLMS?

44%56%

Yes No

BHGLearningTechnology,2016

ThereisaDesireforChange

OutdatedLMSasaDriverforReplacement:2013:#22014:#42015:#4


0%10%20%30%40%50%60%70%80%90%

TopReasonsforUpgradingorSwitchingLMS's



HowisyourLMScurrentlydeployed?

41%59%

Installed Hosted/SaaS

BHGLMSSurvey,2015

InstalledSolutionsAgeFaster


ChallengestoOlderSystems

• Customizations• Versions• Maintenance• Accesstonewtechnologies• Reportingrequirements/compliance



ModernLearningTechnology

KeyFeatures• Social• Mobile• Gamification• Video


#1Priority

#2Priority

OlderContent• Nosocialcomponent• Nomobilecapabilities• Flash• Notuniversallyplayable• Bulkycourses


AgendaforChange

• Buildabusinesscase• Communication– Clear– Continuous


ChangeManagementServicesareseenas

essentialorcriticalby

37%ofcompanies


PollQuestion

WhatisprimarilydrivingthedecisiontochangeLMSplatformsinyourorganization?1. Poorreporting2. Poorvendorsupport3. Outdated/outmodedsystem4. Wearemovingtothecloud5. Other


Phase1:PlanningandAlignment

DetermineInternalBusinessDrivers

• Identifykeybusinessdrivers

• Identifycriticalbusinessandtalentchallenges

• Identifyexpectationsforlearningtechnologyandvalidatethefeasibility

AchieveExecutiveAlignment

• Gainagreement• Gaindirection• Refocusifnecessary• Gainsupport

DeliverTaskForceToolkitTraining

• Equipprojectteam(HRandtalentleaders,executives,otherBusiness leaders,andHRITleaders)withaTechnologySelectionToolkit

• Reviewprocessandprojectplan

14


BuildingtheBusinessCaseforChange

• Whatbusinessissuesarenotbeingsolvedwiththecurrentsolution?

• Whatchallengeswiththecurrentsystemareaffectingbusinessoutcomes?

• IdentifykeybusinessissuesthatcanbeaddressedbynewLMSsolution.

• Attempttoquantifythecostoftheaboveandmeasurethatagainstthecostofmakingtheswitch.


Phase2:Discovery

TechnologyMarketOverview

•ProvideoverviewofthelearningtechnologymarketforcoreteamandHRandleaders,executivesandotherbusiness leaders

DetermineSystemRequirements

•Discuss high-leveluserfunctional andtechnicalrequirements

• Survey/interview stakeholderstodetermineadditionalenduserrequirements

UseCaseDevelopment

• Facilitatedevelopment ofuse-casescenarios

•Developfunctionalandtechnicalrequirementsbasedoncompletedusecases

•Definemostcriticalfunctionality

•Defineintegrationrequirements

16


MajorRequirementConcerns• Globalrequirements• Systemintegrationrequirements• Configurationandcustomizationrequirements• Scalability(expansionofdomains,audiences,andrules)• Uniqueinternalandexternalaudienceneeds

– Talentintegration– Ecommerce– Certification– Mobileandsocial

• Supportandpartnership• End-userexperience


52.3%43.3% 46.5%

54.9%43.0% 43.8%

36.3%

33.0%39.9% 30.2% 18.3%

22.1%14.2%

10.5%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%MostImportantNewRequirements

CriticaltothebusinessEssential



Phase3:TechnologyVendorEvaluation

InitialVendorList

•Developalistofsolutionproviders(usually3-5)thatmeethigh-level technicalandfunctionalrequirementsandwhowillbeinvitedtoparticipate intheRFI/RFPprocess

DevelopRFIand/orRFP

•DeveloptheRFI/RFPbyleveraging theprioritizedrequirements,usecasesandcompanyprofileandtechnologyClienttodistributeRFIs/RFPs

ShortlistandEvaluate

•BasedontheRFI/RFPresponses,invite3-4vendorstoconducton-siteuse-casedemonstrations

•Supportonsiteuse-casedemonstrations

•Scorevendordemonstrationsusingademoscoringtemplate

19


PreparingforSuccess

• Findbusinessstakeholders• Identifystrategy&business

drivers• Governancebodyforselection• Datamanagementstrategy• Changemanagementstrategy

• Partnershipwithsolutionprovider

• Trainingandplanningsessions• Projectmanagement

ownership• Implementationand

maintenancegovernance• Stagedtestingenvironments

(Developmentsites,Sandboxsites,Backups)

• CommunicationsandMarketing

Selection Implementation


VendorRelationships

• MigrationPlan:Onethatfitsthesize,scale,andscopeofyourmigration

• Projectleadsandmanagerswithmigrationexperience(notjustimplementationexperience)

• Migrationtools:Datamappingscriptsandbatching,Pre-builtintegrationAPI’s,Developmentandtestingsites

• MigrationResources:ScaledTrainingandOnboardingPrograms,24/7TechnicalSupport,Multi-languagesupport,

• MigrationMeasurement:Trackingtoolsandstatistics,Milestones,ServicesAgreements,


Phase4:TechnologyVendorSelection

FinalSelection

• Technologyselection scorecard• Scoringensuresthattechnologyandfunctionalrequirementsaremet

• Scoringensuresthattechnologysolution linkstobusiness drivers

ContractNegotiations

• Comparativepricingandtotalcostofownershiptoolsandresearch

• Supportnegotiationsandleverageadditional insightsusingsolutionproviderprofileinformationandmarketintelligence

22


TechnologySelectionScorecard

23

Remember,itisaboutyourorganization’srequirements,notanexhaustivelistofaprovider’sfeatures

andfunctions


Phase5:TechnologyImplementationRecommendations

ChangeManagement

• Planchangemanagementeffortsincluding:• Communications• RiskMitigation• StakeholderAnalysis• Defineadetailedimplementation plan

ImplementationStrategy

• Developtechnologyroadmap• Establishtechnologygovernancetoensurebusiness-drivendecisionstechnologyimplementation

24


MigrationFramework

PlanningAreas Concerns

1. Systemintegrations– internalandexternal

Logins,systemAPIs, cleandata,competingdatastructures

2. Structure anddomain setup Multipledomains,multiplelevels,multipleroles,multiplerules

3. Content&datatransfer Datamapping,datacleaning,contentownership,contentportability

4. Globalizationsetup Languages,financialdata,governmentdataregulations

5. Reporting&security Historicaldata,permissions,businessdataintegration

6. Audiencepreparation Changemanagement, training,businessimpact


SystemIntegrationKeyPractices

1. Identifycurrentandfuturesystemintegrationrequirements.– ERP,HRIS,CRM,YouTube,Communication(Conferencing),Outlook,etc.

2. Understandvendorsexperienceintegratingwitheachoftheseelements.

3. Definewhatneedstobesharedbetweensystems(nowandfuture)

4. Definehowoftenshareditemsneedtobeupdated.

5. Definethevalueofeachconnection(businessgoalforeachconnection).

6. Maptabletotable(whereisthedataheldineachsystem),theoryfirst.

7. Prioritizeeachconnectionandbegindefiningrequired(APIs,Scripts,Middle-data-warehouses).


StructureandDomainSetupKeyPractices

1. Identifyallaudiencesandtaxonomies.– Internalandexternalaudiences

2. Identifywhatdatayouwillneedforeachaudience.

3. Identifywheretheyfitinahierarchyorgroupstructure.Willtheybeinmultiplegroupsandlocations?

4. Identifytaxonomyofgroupsandorganizationalstructures.– Internalandexternal

5. Identifybranding,sharing,andreportingneeds,betweengroups&roles.

6. Mapoutmultiplescenariosformultiplebranding,sharing,andreportingneeds(workwithvendortotestandmodelthese).


1. Assessandmaptaxonomyforcurrentcontent– ActiveUse,storagerequirements,updatesrequired,masterlocations,ownership

2. Assessandmaptaxonomyforcurrentdata– ActiveUse,storagerequirements,updatesrequired,masterlocations,ownership

3. Identifyrealisticcontentstandardsrequirements– Scorm1.2vs.2004,AICC?,

4. WorkwithITondatastandards5. Ensurethevendorunderstandboth,andhavepeoplewhocantalkto

bothneeds6. Buildorreviewdataandcontentmigrationscripts,validationscripts,etc.7. Test,test,test8. Double-checkaftertransfers

Content&DataTransfersKeyPractices


GlobalSetupKeyPractices

1. Identifycurrentandfutureregionsofbusiness.– Internalandexternalaudiences

2. WorkwithHRcommunitytoregionalgovernmentrequirements.– EuropeanUnion,GermanandFranceWorksCouncils,ChinaGovRequirements

3. Identifyculturalconsiderationsandsetupquestionsforvendors.– IsthesystemsetupforArabicreading(righttoleft)orAsiancharacters,etc.– Acceptedfinancialdenominations,aggregation&valuationofthosedenominations– Regionalcontentsitesanddataholdingsites?

4. WorkwithInternalgoverningcommunitytoconfirmglobalstandards.– Willyoutrytomeeteveryone’s languagepreferencesorpick4or5standards?– Willcontent,LMSshell,andsupport needtobeofferedinmulti-languages?

5. Confirmandtestallsettingswithglobalcommunity.


Reporting&SecurityKeyPractices

1. Identifycurrentreportsanduse.2. Validatetherelevanceofthesereportsandtheir

continuedvalue.3. Identifyreportinggaps(businessneedsnotbeingmet).4. Assessnewreportingcapabilitiesanddashboards,for

theirabilitytoaddressreportinggaps.5. Re-thinksecurityrequirementsversussecuritynorms.6. Identifyopportunitiesfortransparencyandopenness.7. Producesamplereportsandverifyformat,layout,

location,schedule,anddrilldownrequirementsbeforefinalconfigurations.

8. Assessreportingvalueregularly.


AudiencePreparationKeyPractices

Administrators End-Users Stakeholders

CommunicationPlan CommunicationPlan CommunicationPlan

Login Review LoginReview LoginReview

ReportingAssessment ReportingAssessment ReportingAssessment

AssessingUse/Role AssessingUse MeetingSchedule

TrainingPlan TrainingPlan DecisionSchedule

Support Plan Support Plan

AChangeManagementStrategyisaStrategyforSuccess!


SummaryandWrapUp

• Ensureyouhavesolidbusinessdriversforyourupgradeplansandstrategies.

• Identifythemostcriticalnewrequirementsneededinyournewplatform,butalsoidentifytheitemsyouarenotwillingtolose.

• Ensureyourselectionprocessisasdiligentthistimearoundasitwasthefirsttimearound– thinkfuture.

• Askalltherightquestionsofyourvendor.

• Createamigrationframeworkspecifictoyourorganization.

• Factorinchangemanagementandmarketingrequirements

• Communicateyourplansclearlyandoften

Questions




NetDimensions

ThankYou




NetDimensions

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