According to Brandon Hall Group research, a "system that appears outdated" is one of the top 5 reasons why companies want to switch LMS providers. Research also shows that large organizations, on average, have as many as 4 different LMSs. Companies often keep legacy technology or multiple systems out of concern that change would be challenging and expensive.
View this recorded webinar and hear David Wentworth of the Brandon Hall Group and Michelle Sullivan of NetDimensions as they discuss the challenges presented by outdated technology and best practices for selecting solutions to meet future needs.
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Is Your Learning Technology Holding You Back?
1. Is Your Learning Technology holding
You Back?
David Wentworth,
Principal Learning Analyst
Brandon Hall Group
@DavidMWentworth
Michelle Sullivan,
Marketing Director
NetDimensions
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NetDimensions Provides Talent Management Solutions for
High Consequence Industries
2
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LMSs Appear Outdated
18.1%
26.8%
22.1% 24.2%
8.7%
1 2 3 4 5
Satisfaction with LMS Having
a Modern Look & Feel (1-5)
6
2.8
Average
Score
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LMSs Are Not Future Focused
28.2%
20.8% 22.8% 22.1%
6.0%
1 2 3 4 5
Satisfaction with LMS
Meeting Future Needs (1-5)
7
2.6
Average
Score
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Is your organization currently considering replacing your LMS?
44%56%
Yes No
BHG Learning Technology, 2016
There is a Desire for Change
Outdated LMS as
a Driver for
Replacement:
2013: #2
2014: #4
2015: #4
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0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Top Reasons for Upgrading or Switching LMS's
BHG Learning Technology, 2016
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How is your LMS currently deployed?
41%
59%
Installed Hosted/SaaS
BHG LMS Survey, 2015
Installed Solutions Age Faster
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Poll Question
What is primarily driving the decision to change
LMS platforms in your organization?
1. 1
2. 2
3. 3
4. 4
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Phase 1: Planning and Alignment
Determine Internal
Business Drivers
• Identify key business
drivers
• Identify critical business
and talent challenges
• Identify expectations for
learning technology and
validate the feasibility
Achieve Executive
Alignment
• Gain agreement
• Gain direction
• Refocus if necessary
• Gain support
Deliver Task Force Toolkit
Training
• Equip project team (HR
and talent leaders,
executives, other
Business leaders, and
HRIT leaders) with a
Technology Selection
Toolkit
• Review process and
project plan
15
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Building the Business Case for Change
• What business issues are not being solved
with the current solution?
• What challenges with the current system are
affecting business outcomes?
• Identify key business issues that can be
addressed by new LMS solution.
• Attempt to quantify the cost of the above and
measure that against the cost of making the
switch.
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Phase 2: Discovery
Technology Market Overview
•Provide overview of the
learning technology market
for core team and HR and
leaders, executives and other
business leaders
Determine System
Requirements
•Discuss high-level user
functional and technical
requirements
•Survey/interview stakeholders
to determine additional end
user requirements
Use Case Development
•Facilitate development of use-
case scenarios
•Develop functional and
technical requirements based
on completed use cases
•Define most critical
functionality
•Define integration
requirements
17
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Major Requirement Concerns
• Global requirements
• System integration requirements
• Configuration and customization requirements
• Scalability (expansion of domains, audiences, and rules)
• Unique internal and external audience needs
– Talent integration
– Ecommerce
– Certification
– Mobile and social
• Support and partnership
• End-user experience
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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%
Most Important New Requirements
Critical to the business
Essential
BHG Learning Technology, 2016
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Phase 3: Technology Vendor Evaluation
Initial Vendor List
•Develop a list of solution
providers (usually 3-5) that
meet high-level technical
and functional
requirements and who will
be invited to participate in
the RFI/RFP process
Develop RFI and/or RFP
•Develop the RFI/RFP by
leveraging the prioritized
requirements, use cases
and company profile and
technology Client to
distribute RFIs/RFPs
Shortlist and Evaluate
•Based on the RFI/RFP
responses, invite 3-4
vendors to conduct on-site
use-case demonstrations
•Support onsite use-case
demonstrations
•Score vendor
demonstrations using a
demo scoring template
20
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Preparing for Success
• Find business stakeholders
• Identify strategy & business
drivers
• Governance body for selection
• Data management strategy
• Change management strategy
• Partnership with solution
provider
• Training and planning sessions
• Project management
ownership
• Implementation and
maintenance governance
• Staged testing environments
(Development sites, Sandbox
sites, Backups)
• Communications and
Marketing
Selection Implementation
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Vendor Relationships
• Migration Plan: One that fits the size, scale, and scope
of your migration
• Project leads and managers with migration experience
(not just implementation experience)
• Migration tools: Data mapping scripts and batching,
Pre-built integration API’s, Development and testing
sites
• Migration Resources: Scaled Training and Onboarding
Programs, 24/7 Technical Support, Multi-language
support,
• Migration Measurement: Tracking tools and statistics,
Milestones, Services Agreements,
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Phase 4: Technology Vendor Selection
Final Selection
• Technology selection scorecard
• Scoring ensures that technology
and functional requirements are
met
• Scoring ensures that technology
solution links to business drivers
Contract Negotiations
• Comparative pricing and total cost
of ownership tools and research
• Support negotiations and leverage
additional insights using solution
provider profile information and
market intelligence
23
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Technology Selection Scorecard
24
Remember, it is about
your organization’s
requirements, not an
exhaustive list of a
provider’s features
and functions
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Phase 5: Technology Implementation
Recommendations
Change Management
• Plan change management efforts
including:
• Communications
• Risk Mitigation
• Stakeholder Analysis
• Define a detailed
implementation plan
Implementation Strategy
• Develop technology roadmap
• Establish technology governance
to ensure business-driven
decisions technology
implementation
25
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Migration Framework
Planning Areas Risks
1.
System integrations – internal and
external
Logins, system APIs, clean data, competing data
structures
2. Structure and domain setup
Multiple domains, multiple levels, multiple roles,
multiple rules
3. Content & data transfer
Data mapping, data cleaning, content ownership,
content portability
4. Globalization setup
Languages, financial data, government data
regulations
5. Reporting & security
Historical data, permissions, business data
integration
6. Administration change Admin selections, training, communications
7. End-user change
Access points, change management plan, support
tools,
8. Stakeholder changes Governance model, business impact
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System Integration
Key Practices
1. Identify current and future system integration requirements.
– ERP, HRIS, CRM, YouTube, Communication (Conferencing), Outlook, etc.
2. Understand vendors experience integrating with each of these elements.
3. Define what needs to be shared between systems (now and future)
4. Define how often shared items need to be updated.
5. Define the value of each connection (business goal for each connection).
6. Map table to table (where is the data held in each system), theory first.
7. Prioritize each connection and begin defining required (APIs, Scripts,
Middle-data-warehouses).
1. System Integration
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Structure and Domain Setup
Key Practices
1. Identify all audiences and taxonomies.
– Internal and external audiences
2. Identify what data you will need for each audience.
3. Identify where they fit in a hierarchy or group structure. Will they be in
multiple groups and locations?
4. Identify taxonomy of groups and organizational structures.
– Internal and external
5. Identify branding, sharing, and reporting needs, between groups & roles.
6. Map out multiple scenarios for multiple branding, sharing, and reporting
needs (work with vendor to test and model these).
2. Structure and Domain
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1. Assess and map taxonomy for current content
– Active Use, storage requirements, updates required, master locations, ownership
2. Assess and map taxonomy for current data
– Active Use, storage requirements, updates required, master locations, ownership
3. Identify realistic content standards requirements
– Scorm 1.2 vs. 2004, AICC?,
4. Work with IT on data standards
5. Ensure the vendor understand both, and have people who can talk to
both needs
6. Build or review data and content migration scripts, validation scripts, etc.
7. Test, test, test
8. Double-check after transfers
3. Content & Data Transfers
Content & Data Transfers
Key Practices
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Global Setup
Key Practices
1. Identify current and future regions of business.
– Internal and external audiences
2. Work with HR community to regional government requirements.
– European Union, German and France Works Councils, China Gov Requirements
3. Identify cultural considerations and setup questions for vendors.
– Is the system setup for Arabic reading (right to left) or Asian characters, etc.
– Accepted financial denominations, aggregation & valuation of those denominations
– Regional content sites and data holding sites?
4. Work with Internal governing community to confirm global standards.
– Will you try to meet everyone’s language preferences or pick 4 or 5 standards?
– Will content, LMS shell, and support need to be offered in multi-languages?
5. Confirm and test all settings with global community.
4. Global Setup
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Reporting & Security
Key Practices
1. Identify current reports and use.
2. Validate the relevance of these reports and their
continued value.
3. Identify reporting gaps (business needs not being met).
4. Assess new reporting capabilities and dashboards, for
their ability to address reporting gaps.
5. Re-think security requirements versus security norms.
6. Identify opportunities for transparency and openness.
7. Produce sample reports and verify format, layout,
location, schedule, and drill down requirements before
final configurations.
8. Assess reporting value regularly.
5. Reporting and Security
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Audience Preparation
Key Practices
Administrators End-Users Stakeholders
Communication Plan Communication Plan Communication Plan
Login Review Login Review Login Review
Reporting Assessment Reporting Assessment Reporting Assessment
Assessing Use/Role Assessing Use Meeting Schedule
Training Plan Training Plan Decision Schedule
Support Plan Support Plan
6-8. Audience Preparation
A Change Management Strategy is a
Strategy for Success!
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Summary and Wrap Up
• Ensure you have solid business drivers for your upgrade plans and
strategies.
• Identify the most critical new requirements needed in your new
platform, but also identify the items you are not willing to lose.
• Ensure your selection process is as diligent this time around as it was
the first time around – think future.
• Ask all the right questions of your vendor.
• Create a migration framework specific to your organization.
• Factor in change management and marketing requirements
• Communicate your plans clearly and often