Post on 02-May-2018
IsYourLearningTechnologyholdingYouBack?
DavidWentworth,PrincipalLearningAnalyst
BrandonHallGroup@DavidMWentworth
MichelleSullivan,MarketingDirector
NetDimensions
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Learning&Development
TalentManagement
LeadershipDevelopment
TalentAcquisition
WorkforceManagement
RESEARCHPRACTICES
©2015BrandonHallGroup 2
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Agenda
©2016BrandonHallGroup 3
EvolvingLearningTechnologyLandscape
PhasesofLMSSelection
MigrationFramework
Takeaways
Questions
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StateofLearningTechnology
©2015BrandonHallGroup 4
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LMSsAppearOutdated
18.1%
26.8%22.1% 24.2%
8.7%
1 2 3 4 5
SatisfactionwithLMSHavingaModernLook&Feel(1-5)
5
2.8Average
Score
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LMSsAreNotFutureFocused
28.2%
20.8% 22.8% 22.1%
6.0%
1 2 3 4 5
SatisfactionwithLMSMeetingFutureNeeds(1-5)
6
2.6Average
Score
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Isyourorganizationcurrentlyconsidering replacingyourLMS?
44%56%
Yes No
BHGLearningTechnology,2016
ThereisaDesireforChange
OutdatedLMSasaDriverforReplacement:2013:#22014:#42015:#4
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0%10%20%30%40%50%60%70%80%90%
TopReasonsforUpgradingorSwitchingLMS's
BHGLearningTechnology,2016
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HowisyourLMScurrentlydeployed?
41%59%
Installed Hosted/SaaS
BHGLMSSurvey,2015
InstalledSolutionsAgeFaster
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ChallengestoOlderSystems
• Customizations• Versions• Maintenance• Accesstonewtechnologies• Reportingrequirements/compliance
©2015BrandonHallGroup 10
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ModernLearningTechnology
KeyFeatures• Social• Mobile• Gamification• Video
©2015BrandonHallGroup 11
#1Priority
#2Priority
OlderContent• Nosocialcomponent• Nomobilecapabilities• Flash• Notuniversallyplayable• Bulkycourses
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AgendaforChange
• Buildabusinesscase• Communication– Clear– Continuous
©2015BrandonHallGroup 12
ChangeManagementServicesareseenas
essentialorcriticalby
37%ofcompanies
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PollQuestion
WhatisprimarilydrivingthedecisiontochangeLMSplatformsinyourorganization?1. Poorreporting2. Poorvendorsupport3. Outdated/outmodedsystem4. Wearemovingtothecloud5. Other
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Phase1:PlanningandAlignment
DetermineInternalBusinessDrivers
• Identifykeybusinessdrivers
• Identifycriticalbusinessandtalentchallenges
• Identifyexpectationsforlearningtechnologyandvalidatethefeasibility
AchieveExecutiveAlignment
• Gainagreement• Gaindirection• Refocusifnecessary• Gainsupport
DeliverTaskForceToolkitTraining
• Equipprojectteam(HRandtalentleaders,executives,otherBusiness leaders,andHRITleaders)withaTechnologySelectionToolkit
• Reviewprocessandprojectplan
14
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BuildingtheBusinessCaseforChange
• Whatbusinessissuesarenotbeingsolvedwiththecurrentsolution?
• Whatchallengeswiththecurrentsystemareaffectingbusinessoutcomes?
• IdentifykeybusinessissuesthatcanbeaddressedbynewLMSsolution.
• Attempttoquantifythecostoftheaboveandmeasurethatagainstthecostofmakingtheswitch.
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Phase2:Discovery
TechnologyMarketOverview
•ProvideoverviewofthelearningtechnologymarketforcoreteamandHRandleaders,executivesandotherbusiness leaders
DetermineSystemRequirements
•Discuss high-leveluserfunctional andtechnicalrequirements
• Survey/interview stakeholderstodetermineadditionalenduserrequirements
UseCaseDevelopment
• Facilitatedevelopment ofuse-casescenarios
•Developfunctionalandtechnicalrequirementsbasedoncompletedusecases
•Definemostcriticalfunctionality
•Defineintegrationrequirements
16
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MajorRequirementConcerns• Globalrequirements• Systemintegrationrequirements• Configurationandcustomizationrequirements• Scalability(expansionofdomains,audiences,andrules)• Uniqueinternalandexternalaudienceneeds
– Talentintegration– Ecommerce– Certification– Mobileandsocial
• Supportandpartnership• End-userexperience
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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%MostImportantNewRequirements
CriticaltothebusinessEssential
BHGLearningTechnology,2016
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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
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PreparingforSuccess
• Findbusinessstakeholders• Identifystrategy&business
drivers• Governancebodyforselection• Datamanagementstrategy• Changemanagementstrategy
• Partnershipwithsolutionprovider
• Trainingandplanningsessions• Projectmanagement
ownership• Implementationand
maintenancegovernance• Stagedtestingenvironments
(Developmentsites,Sandboxsites,Backups)
• CommunicationsandMarketing
Selection Implementation
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VendorRelationships
• MigrationPlan:Onethatfitsthesize,scale,andscopeofyourmigration
• Projectleadsandmanagerswithmigrationexperience(notjustimplementationexperience)
• Migrationtools:Datamappingscriptsandbatching,Pre-builtintegrationAPI’s,Developmentandtestingsites
• MigrationResources:ScaledTrainingandOnboardingPrograms,24/7TechnicalSupport,Multi-languagesupport,
• MigrationMeasurement:Trackingtoolsandstatistics,Milestones,ServicesAgreements,
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Phase4:TechnologyVendorSelection
FinalSelection
• Technologyselection scorecard• Scoringensuresthattechnologyandfunctionalrequirementsaremet
• Scoringensuresthattechnologysolution linkstobusiness drivers
ContractNegotiations
• Comparativepricingandtotalcostofownershiptoolsandresearch
• Supportnegotiationsandleverageadditional insightsusingsolutionproviderprofileinformationandmarketintelligence
22
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TechnologySelectionScorecard
23
Remember,itisaboutyourorganization’srequirements,notanexhaustivelistofaprovider’sfeatures
andfunctions
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Phase5:TechnologyImplementationRecommendations
ChangeManagement
• Planchangemanagementeffortsincluding:• Communications• RiskMitigation• StakeholderAnalysis• Defineadetailedimplementation plan
ImplementationStrategy
• Developtechnologyroadmap• Establishtechnologygovernancetoensurebusiness-drivendecisionstechnologyimplementation
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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
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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).
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StructureandDomainSetupKeyPractices
1. Identifyallaudiencesandtaxonomies.– Internalandexternalaudiences
2. Identifywhatdatayouwillneedforeachaudience.
3. Identifywheretheyfitinahierarchyorgroupstructure.Willtheybeinmultiplegroupsandlocations?
4. Identifytaxonomyofgroupsandorganizationalstructures.– Internalandexternal
5. Identifybranding,sharing,andreportingneeds,betweengroups&roles.
6. Mapoutmultiplescenariosformultiplebranding,sharing,andreportingneeds(workwithvendortotestandmodelthese).
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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
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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.
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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.
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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!
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SummaryandWrapUp
• Ensureyouhavesolidbusinessdriversforyourupgradeplansandstrategies.
• Identifythemostcriticalnewrequirementsneededinyournewplatform,butalsoidentifytheitemsyouarenotwillingtolose.
• Ensureyourselectionprocessisasdiligentthistimearoundasitwasthefirsttimearound– thinkfuture.
• Askalltherightquestionsofyourvendor.
• Createamigrationframeworkspecifictoyourorganization.
• Factorinchangemanagementandmarketingrequirements
• Communicateyourplansclearlyandoften
Questions
DavidWentworth,PrincipalLearningAnalyst
BrandonHallGroup@DavidMWentworth
MichelleSullivan,MarketingDirector
NetDimensions
ThankYou
DavidWentworth,PrincipalLearningAnalyst
BrandonHallGroup@DavidMWentworth
MichelleSullivan,MarketingDirector
NetDimensions