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Beyond Learning: Make Your LMS Mission Critical to
               Your Organization

  Speaker:     Karan Froom
               Director of Training and Development
               Pharmacy Systems

               Stephan Millard
               Product Marketing Director
               SumTotal Systems

  Moderator:   Mike Prokepeak
               Vice President, Editorial Director
               Chief Learning Officer magazine



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Beyond Learning: Make Your LMS Mission Critical to
               Your Organization



                        Mike Prokepeak
                        Vice President, Editorial Director
                        Chief Learning Officer magazine




                                              #CLOwebinar
Beyond Learning: Make Your LMS Mission Critical to
               Your Organization


                         Karan Froom
                         Director of Training and Development
                         Pharmacy Systems



                         Stephan Millard
                         Product Marketing Director at
                         SumTotal Systems




                                                #CLOwebinar
Beyond Learning:
Make Your LMS
Critical to Your
Organization
Presented by:
      Karan Froom
      Pharmacy Systems

     Stephan Millard
     SumTotal Systems
Agenda

      ■  Making Learning Management Mission Critical
      ■  Pharmacy Systems Case Study
      ■  Other Examples of Mission Critical Learning
      ■  About SumTotal




Page 8 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Step 1: Understand The Business Need




                                                                            Increasing
                                                                            Sales &
                                                            Partner         Customers
                                                            Effectiveness   Facing

                                             Increased
                                             Productivity


                       Compliance &
                       Process




Page 9 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Step 2: Understand the Audience

                           •  Compliance / certification needs
                           •  Internal talent development / retention needs
        Internal




                           •  Training partners on new products to drive channel sales
       Business            •  Training partners on services to improve service quality
       Partners



                •  Offer customer product info to improve customer service levels
                •  Offer customer product info during sales cycle to improve sales
      Customers    performance




Page 10 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Step 3: Picking the Right Technologies

                                                           Formal /
                                                           Activities




                                     Mobile               Learning         Social /
                                     Access              Management       Informal




                                                             Talent
                                                          Integration /
                                                             Portals




Page 11 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Putting it Together: Mission Critical Learning




           Know                                Target the                   Mission
          Business                                right     Use the right    Critical
                                                            technologies
           Need                                audience                     Learning




Page 12 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Mission Critical Learning Can Help Bullet Proof
 Your Career




               Grow your influence on organizational success


               Leverage existing LMS relationship for other departments

               •  Marketing
               •  Sales
               •  Channels
               •  Operations




Page 13 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Resource Center Overview
Pharmacy Systems, Inc.




By the numbers:
"    105 client hospitals
"    330 employees
"    80%+ market share acute
     care hospitals in our region
"    97%+ client retention rate



                                    1975   1980   1985   1990   1995   2000   2005   2010
Opportunities

                        •  No	
  Internal	
  IT	
  department	
  
      Technology	
      •  Non-­‐func7onal	
  Intranet	
  
                        •  Mul7ple	
  systems	
  on	
  separate	
  pla:orms	
  

                        •  Remote,	
  client-­‐based	
  workforce	
  	
  
       Employee	
  
                        •  Limited	
  networking	
  and	
  best	
  prac7ce	
  sharing	
  
     Engagement	
  
                        •  Few	
  “touches”	
  with	
  the	
  corporate	
  office	
  

                        •  Sparse	
  training	
  courses	
  and	
  development	
  tools	
  
                        •  Expensive	
  compliance	
  training	
  
    Training	
  &	
  
                        •  Many	
  resources,	
  but	
  hard	
  to	
  find	
  or	
  search	
  
Communica7ons	
  
                        •  Poor	
  	
  training	
  recordkeeping	
  
                        •  LiNle	
  focus	
  on	
  internal	
  communica7ons	
  
The Pharmacy Systems, Inc.
            Resource Center
                              (Launched March 2010)




        Targeted	
                    Topical	
               Timely	
  

Role	
  Based	
  Logons	
            Portals	
        Training/Resources	
  
Role-Based User Logons
Audiences	
  
•  Directors	
  of	
  Pharmacy	
  
•  Staff	
  Pharmacists	
  
•  Technicians	
  	
  
•  Corporate	
  Employees	
  
•  Clients	
  

Benefits	
  
•  Targeted	
  communica7ons	
  by	
  group	
  	
  
•  Bulle7n	
  boards	
  allow	
  for	
  best	
  prac7ce	
  sharing	
  and	
  
   community	
  networking	
  
•  Links	
  to	
  frequently	
  used	
  systems	
  built	
  into	
  naviga7on	
  
•  Up-­‐to-­‐date	
  distribu7on/mailing	
  lists	
  
•  Focused	
  training	
  and	
  reference	
  materials	
  
Director of Pharmacy View
Training & Resources

Training	
  Content	
  
•  Compliance,	
  SoV	
  Skills,	
  Leadership	
  and	
  Technical	
  courses	
  all	
  
   in	
  one	
  place	
  
•  Custom	
  clinical	
  and	
  opera7onal	
  content,	
  ACPE	
  accredited	
  
   content	
  tracking	
  
•  Mul7ple	
  learning	
  plan/tracks	
  for	
  Pharmacist-­‐specific	
  
   content	
  (45	
  hour	
  curriculum	
  for	
  new	
  directors)	
  

Resource	
  Library	
  
•  Document	
  tracking	
  provides	
  ability	
  to	
  “assign”	
  key	
  
   informa7on	
  to	
  employees	
  to	
  review	
  
•  Categorized	
  informa7on	
  for	
  easier	
  access	
  
•  Ability	
  to	
  “schedule”	
  communica7ons	
  and	
  report	
  
   comple7on	
  of	
  assignments	
  
Resource Library – 150+ Categories
Training Content – 300+ Courses
Custom Portals




 HR	
  &	
     Manager	
        Clinical	
     Regulatory	
       Healthcare	
  
Benefits	
      Resources	
     Resources	
     RSS	
  Feeds	
      Reform	
  
HR & Benefits
Managers’ Resources
Clinical Resource Portal
Clinical Topic Portal
Regulatory Updates
The Results
User	
  Adop7on	
  &	
      •  85%	
  User	
  logon/Average	
  Daily	
  Use	
  
  Engagement	
              •  Discussion	
  boards	
  promote	
  networking	
  

    Resource	
              •  1,100	
  uploaded	
  and	
  categorized	
  resources	
  
    U7liza7on	
                accessed	
  over	
  10,000	
  7mes	
  

    Course	
                •  350%	
  increase	
  over	
  prior	
  year	
  	
  
  Comple7ons	
  
                            •  Reduc7on	
  of	
  document	
  distribu7on	
  and	
  
Day	
  One	
  Savings	
        compliance	
  educa7on	
  costs	
  (~$10K)	
  

                            •  New	
  vehicle	
  to	
  engage	
  and	
  provide	
  
  Client	
  Access	
           informa7on	
  and	
  training	
  to	
  our	
  customers	
  
Keys to Success

•    Make it relevant to your audience
•    Update/add content frequently
•    Easy to navigate/search
•    Allow for feedback
Thank you!

Feel free to contact me with questions or connect on
Linkedin.


                Karan	
  Froom	
  
         kfroom@pharmacysystems.com	
  
Dell – Meets Growing Market Demands
                                                         Key Challenges:
                                                          l  Manage the explosive growth of LearnDell.com
   Background                                             l  Enable a dynamic marketing site capable of handling course
    m  Dell Services is a division of the                    bundling, e-commerce, promotions, and more
        worlds leading computer systems                   l  Provide Dell representatives quick point-of-sale information to help
        company                                               them sell training more effectively
                                                         Approach:
   Industry
     m  High Technology                                  l  Re-Launch LearnDell.com in 7 weeks and make it a revenue stream
                                                          l  Enable searchable course catalog to find courses, blended learning
   Users                                                      and all other learning offerings
    m  Over 50,000
                                                          l  Enabled 24/7 helpdesk support for consumers
   Deployed Products                                     Results:
    m  Learning Management                               l  Greatly improved adoption rate at point-of-sale from less than 1%
                                                              attach rate to about 10%
                                                          l  Facilitated strong growth, providing access to e-learning courses for
                                                              400,000 students and adding over 1,000 new users a week




Page 32 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Poll: What Audiences does your LMS
 Serve?

      ■     A department or sub-set of company
      ■     All internal employees
      ■     Business Partners
      ■     End Customers




Page 33 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Don’t Forget Content!

        S          •  Start simple

         I         •  Include relevant information

        M          •  Meet your learning objectives

        P          •  Please your audience

         L         •  Later add flare

        E          •  Engage and ensure understanding
                 *Best Practices for Rapid Content Development
Page 34 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Implementing a Mission Critical Learning
 Solution

                      Have a Vision


                 Implement in stages


                        Ease of use


                      Unique design


   Understand your deployment needs




Page 35 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Most Complete – Comprehensive & End-to-end


                                                         ■  Complete End-to-end
                                                            Solution
                                                         ■  Broadest & Deepest
                                                            Capabilities
                                                         ■  Holistic Talent Management
                                                            Workflows
                                                         ■  Pervasive Embedded
                                                            Analytics
                                                         ■  Seamless User Experience
                                                         ■  Proven, Scalable
                                                            Architecture
                                                         ■  Highly Configurable & Easy
                                                            to Use
                                                         ■  Talent-based system of
                                                            record



Page 36 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Most Innovative - Recognized as Leader by Analysts
                                   4+ Years in the Leader’s Quadrant (Gartner)
                                    Gartner Magic Quadrant for Corporate Learning Systems
                                   Rated “Visionary” (Gartner EPM MQ)
                                    “…well-suited for global organizations seeking best-in-class…functionality”


                                   Highest Rated Overall (Bersin TM Systems)
                                   “…best-suited to support the needs of large, multinational organizations that are
                                   seeking a well-integrated and global solution”



                                   Highest Rated Overall (Ventana Total Compensation)
                                    “The top supplier, based on the weighted factoring of the seven product and
                                    customer assurance categories…”



                                   Highest Rated in Product Offering (Forrester TM)
                                    “...among the leaders for integrated performance & compensation solutions”
                                   Highest Score Among All Vendors (Forrester)
                                    Forrester Wave for Enterprise Learning Suites”


                                   Highest Rated Overall (AMR Strategic HCM)
                                   “...the broadest and most mature application suite in the strategic HCM specialist
                                   space”




Page 37 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Summary

      ■  Business Need + Audience + Technology = Success
      ■  Think about the content & update it frequently
      ■  Be realistic on time-frames & goals & implement in stages




Page 38 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
Questions & Answers


              Visit us at www.sumtotalsystems.com and through these
                                 social channels:

                                      @SumtotalSystems


                                      http://www.linkedin.com/groups?home=&gid=45382


                                      http://www.facebook.com/SumTotal.Systems




Page 39 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
 
                                                	
  
                                                	
  
                                                	
  
                                                	
  
– 	
  Full	
  Two-­‐Day	
  Virtual	
  Event	
  from	
  9:15	
  a.m.	
  to	
  6:00	
  p.m.	
  ET.	
  
 – 	
  4	
  Keynote	
  Sessions,	
  9	
  Workshops	
  &	
  over	
  10	
  Networking	
  
                                             Breaks.	
  	
  
                               – 	
  Live	
  &	
  On-­‐Demand.	
  
                               – 	
  Registra7on	
  is	
  FREE!	
  


           For	
  more	
  informa7on	
  &	
  to	
  register	
  visit	
  
                   HCMconven,oncenter.com	
  
Join Our Next CLO Webinar
   Scorecards, Learning Metrics and Measurement
                    Strategies

              Tuesday, June 28, 2011

CLO Webinars start at 2 p.m. Eastern / 11 a.m. Pacific
       Register at www.clomedia.com/events

 Join the CLO Network: http://network.clomedia.com/


                                          #CLOwebinar

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Beyond Learning: Make Your LMS Mission Critical to Your Organization

  • 1. Beyond Learning: Make Your LMS Mission Critical to Your Organization Speaker: Karan Froom Director of Training and Development Pharmacy Systems Stephan Millard Product Marketing Director SumTotal Systems Moderator: Mike Prokepeak Vice President, Editorial Director Chief Learning Officer magazine #CLOwebinar
  • 2. Tools You Can Use •  Q&A –  Click on the Q&A panel (?) in the bottom right corner –  Type in your question in the space provided –  Click on “Send.” #CLOwebinar
  • 3. Tools You Can Use •  Polling –  The poll will appear on the right side of your screen –  Select the best option for each question –  Click on “Submit” #CLOwebinar
  • 4. Frequently Asked Questions 1. Will I receive a copy of the slides after the webinar? YES 2. Will I receive a copy of the webinar recording? YES Please allow up to 2 business days to receive these materials #CLOwebinar
  • 5. Beyond Learning: Make Your LMS Mission Critical to Your Organization Mike Prokepeak Vice President, Editorial Director Chief Learning Officer magazine #CLOwebinar
  • 6. Beyond Learning: Make Your LMS Mission Critical to Your Organization Karan Froom Director of Training and Development Pharmacy Systems Stephan Millard Product Marketing Director at SumTotal Systems #CLOwebinar
  • 7. Beyond Learning: Make Your LMS Critical to Your Organization Presented by: Karan Froom Pharmacy Systems Stephan Millard SumTotal Systems
  • 8. Agenda ■  Making Learning Management Mission Critical ■  Pharmacy Systems Case Study ■  Other Examples of Mission Critical Learning ■  About SumTotal Page 8 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 9. Step 1: Understand The Business Need Increasing Sales & Partner Customers Effectiveness Facing Increased Productivity Compliance & Process Page 9 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 10. Step 2: Understand the Audience •  Compliance / certification needs •  Internal talent development / retention needs Internal •  Training partners on new products to drive channel sales Business •  Training partners on services to improve service quality Partners •  Offer customer product info to improve customer service levels •  Offer customer product info during sales cycle to improve sales Customers performance Page 10 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 11. Step 3: Picking the Right Technologies Formal / Activities Mobile Learning Social / Access Management Informal Talent Integration / Portals Page 11 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 12. Putting it Together: Mission Critical Learning Know Target the Mission Business right Use the right Critical technologies Need audience Learning Page 12 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 13. Mission Critical Learning Can Help Bullet Proof Your Career Grow your influence on organizational success Leverage existing LMS relationship for other departments •  Marketing •  Sales •  Channels •  Operations Page 13 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 15. Pharmacy Systems, Inc. By the numbers: "  105 client hospitals "  330 employees "  80%+ market share acute care hospitals in our region "  97%+ client retention rate 1975 1980 1985 1990 1995 2000 2005 2010
  • 16. Opportunities •  No  Internal  IT  department   Technology   •  Non-­‐func7onal  Intranet   •  Mul7ple  systems  on  separate  pla:orms   •  Remote,  client-­‐based  workforce     Employee   •  Limited  networking  and  best  prac7ce  sharing   Engagement   •  Few  “touches”  with  the  corporate  office   •  Sparse  training  courses  and  development  tools   •  Expensive  compliance  training   Training  &   •  Many  resources,  but  hard  to  find  or  search   Communica7ons   •  Poor    training  recordkeeping   •  LiNle  focus  on  internal  communica7ons  
  • 17. The Pharmacy Systems, Inc. Resource Center (Launched March 2010) Targeted   Topical   Timely   Role  Based  Logons   Portals   Training/Resources  
  • 18. Role-Based User Logons Audiences   •  Directors  of  Pharmacy   •  Staff  Pharmacists   •  Technicians     •  Corporate  Employees   •  Clients   Benefits   •  Targeted  communica7ons  by  group     •  Bulle7n  boards  allow  for  best  prac7ce  sharing  and   community  networking   •  Links  to  frequently  used  systems  built  into  naviga7on   •  Up-­‐to-­‐date  distribu7on/mailing  lists   •  Focused  training  and  reference  materials  
  • 20. Training & Resources Training  Content   •  Compliance,  SoV  Skills,  Leadership  and  Technical  courses  all   in  one  place   •  Custom  clinical  and  opera7onal  content,  ACPE  accredited   content  tracking   •  Mul7ple  learning  plan/tracks  for  Pharmacist-­‐specific   content  (45  hour  curriculum  for  new  directors)   Resource  Library   •  Document  tracking  provides  ability  to  “assign”  key   informa7on  to  employees  to  review   •  Categorized  informa7on  for  easier  access   •  Ability  to  “schedule”  communica7ons  and  report   comple7on  of  assignments  
  • 21. Resource Library – 150+ Categories
  • 22. Training Content – 300+ Courses
  • 23. Custom Portals HR  &   Manager   Clinical   Regulatory   Healthcare   Benefits   Resources   Resources   RSS  Feeds   Reform  
  • 29. The Results User  Adop7on  &   •  85%  User  logon/Average  Daily  Use   Engagement   •  Discussion  boards  promote  networking   Resource   •  1,100  uploaded  and  categorized  resources   U7liza7on   accessed  over  10,000  7mes   Course   •  350%  increase  over  prior  year     Comple7ons   •  Reduc7on  of  document  distribu7on  and   Day  One  Savings   compliance  educa7on  costs  (~$10K)   •  New  vehicle  to  engage  and  provide   Client  Access   informa7on  and  training  to  our  customers  
  • 30. Keys to Success •  Make it relevant to your audience •  Update/add content frequently •  Easy to navigate/search •  Allow for feedback
  • 31. Thank you! Feel free to contact me with questions or connect on Linkedin. Karan  Froom   kfroom@pharmacysystems.com  
  • 32. Dell – Meets Growing Market Demands Key Challenges: l  Manage the explosive growth of LearnDell.com Background l  Enable a dynamic marketing site capable of handling course m  Dell Services is a division of the bundling, e-commerce, promotions, and more worlds leading computer systems l  Provide Dell representatives quick point-of-sale information to help company them sell training more effectively Approach: Industry m  High Technology l  Re-Launch LearnDell.com in 7 weeks and make it a revenue stream l  Enable searchable course catalog to find courses, blended learning Users and all other learning offerings m  Over 50,000 l  Enabled 24/7 helpdesk support for consumers Deployed Products Results: m  Learning Management l  Greatly improved adoption rate at point-of-sale from less than 1% attach rate to about 10% l  Facilitated strong growth, providing access to e-learning courses for 400,000 students and adding over 1,000 new users a week Page 32 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 33. Poll: What Audiences does your LMS Serve? ■  A department or sub-set of company ■  All internal employees ■  Business Partners ■  End Customers Page 33 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 34. Don’t Forget Content! S •  Start simple I •  Include relevant information M •  Meet your learning objectives P •  Please your audience L •  Later add flare E •  Engage and ensure understanding *Best Practices for Rapid Content Development Page 34 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 35. Implementing a Mission Critical Learning Solution Have a Vision Implement in stages Ease of use Unique design Understand your deployment needs Page 35 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 36. Most Complete – Comprehensive & End-to-end ■  Complete End-to-end Solution ■  Broadest & Deepest Capabilities ■  Holistic Talent Management Workflows ■  Pervasive Embedded Analytics ■  Seamless User Experience ■  Proven, Scalable Architecture ■  Highly Configurable & Easy to Use ■  Talent-based system of record Page 36 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 37. Most Innovative - Recognized as Leader by Analysts 4+ Years in the Leader’s Quadrant (Gartner) Gartner Magic Quadrant for Corporate Learning Systems Rated “Visionary” (Gartner EPM MQ) “…well-suited for global organizations seeking best-in-class…functionality” Highest Rated Overall (Bersin TM Systems) “…best-suited to support the needs of large, multinational organizations that are seeking a well-integrated and global solution” Highest Rated Overall (Ventana Total Compensation) “The top supplier, based on the weighted factoring of the seven product and customer assurance categories…” Highest Rated in Product Offering (Forrester TM) “...among the leaders for integrated performance & compensation solutions” Highest Score Among All Vendors (Forrester) Forrester Wave for Enterprise Learning Suites” Highest Rated Overall (AMR Strategic HCM) “...the broadest and most mature application suite in the strategic HCM specialist space” Page 37 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 38. Summary ■  Business Need + Audience + Technology = Success ■  Think about the content & update it frequently ■  Be realistic on time-frames & goals & implement in stages Page 38 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 39. Questions & Answers Visit us at www.sumtotalsystems.com and through these social channels: @SumtotalSystems http://www.linkedin.com/groups?home=&gid=45382 http://www.facebook.com/SumTotal.Systems Page 39 - June 23, 2011 – PROPRIETARY AND CONFIDENTIAL
  • 40.           –   Full  Two-­‐Day  Virtual  Event  from  9:15  a.m.  to  6:00  p.m.  ET.   –   4  Keynote  Sessions,  9  Workshops  &  over  10  Networking   Breaks.     –   Live  &  On-­‐Demand.   –   Registra7on  is  FREE!   For  more  informa7on  &  to  register  visit   HCMconven,oncenter.com  
  • 41. Join Our Next CLO Webinar Scorecards, Learning Metrics and Measurement Strategies Tuesday, June 28, 2011 CLO Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register at www.clomedia.com/events Join the CLO Network: http://network.clomedia.com/ #CLOwebinar