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Researched & Crafted especially for Xeeva Inc. (www.xeeva.com) by team eLidea
The content / material / idea / presentation / concept belongs to eLidea and all the rights are reserved by eLidea. Any attempts to copy / replicate / disseminate or modify the mentioned content
/ material / idea / presentation / concept in any form without prior permission will be considered as an illegal attempt and will result in legal proceedings against the entity / individual. Any such
legal proceedings and arbitration activities will be carried under the jurisdiction of courts of New Delhi. By downloading and/or viewing and/or proceeding to next slide / page in the following
document / presentation you agree and abide by the terms mentioned above. Please close and delete the file or source to access the file from your computer / mobile / device / email / inbox if
you DO NOT agree to abide by the terms.
eLidea Pvt. Ltd.
www.elidea.co.in
Xeeva's Learning & Development - Transformation Consulting
eLidea – Who are we?
• A products and services company
• Industry expertise of more than 15 Years in
• Training & Development
• Online, Media & PR
• Web, Mobile and Multi-platform solutions
• We help organizations
• Set-up & re-align their training & development strategy & execution
• Create beautiful content and manage its enrichment and value
• We definitely do love enriching product designs and user experiences
• Org Strategy
• Team Strategy
• Plans
• Activities
• Roles &
Responsibilities
• Vision statement
• Incentives
• Mission
• Goals
• Key Metrics
What will we
accomplish?
Why should
we do it?
How will we
do it?
Who will do
what?
Xeeva's Learning & Development - Transformation Consulting
Industry
expertise
We
UNDERSTAND
Xeeva
Organization,
Culture
PeopleProducts
Services
Xeeva's Learning & Development - Transformation Consulting
•Yes! – Xeeva genuinely need Help!
1. Limited resources
2. Slowed execution
3. Non-Existent Processes
4. High Dependency on People
5. Invisible KPIs, metrics & data points
•Xeeva truly need internal Innovation
•External Force
That is why!
Internal
Innovation
by external
force
We know
Xeeva
Industry
Expertise
• Org Strategy
• Team Strategy
• Plans
• Activities
• Roles &
Responsibilities
• Vision statement
• Incentives
• Mission
• Goals
• Key Metrics
What will we
accomplish?
Why should
we do it?
How will we
do it?
Who will do
what?
Xeeva's Learning & Development - Transformation Consulting
Collaborative
Learning
Ecosystem
CLE – Internal Innovation for Xeeva
Knowledge
Base
Training &
Development
Platform
Collaborative
Learning
Ecosystem
Power Simplicity
Internal
Innovation
Xeeva's Learning & Development - Transformation Consulting
#1 XEEVA
Knowledge
Landscape
& Tools
People
• Key knowledge sources
• Subject Matter Experts
• Availability critical
Emails
• Information
• Changes
• Decisions
Personal Notes
• Meeting Minutes
• Informal Conversations
• Ad-hoc Information
Spreadsheets
• Data sets – Internal &
Customer
• Product Configurations
Documents
• Product Guides,
Roadmaps
• Design Specs, Business
Analysis, Cases
Presentations
• Sales & Marketing assets
• Reporting and
Dashboards
Visio
• Process Flows
• Infrastructure
Configurations
JIRA
• Issue Tracker – Use Cases
& User Stories
SVN
• Manually synced
repositories of all
informational assets
12 Paths to collect Knowledge
• People
• Hoard Information
• High Dependency
• Emails
• NOT the best way to
manage & share
knowledge (HBR)
• Personal Notes
• Are found in bin or die
natural death
• JIRA
• Essentially an issue tracker
• Not a knowledge sharing
platform
• Office Suites
• Files lay orphaned on
individual computers
• Lost in emails
• Not Collaborative
• SVN
• Need to be updated
manually
• No reporting – Who
modified What?
• Longer process to provide
access
• Not searchable
Knowledge Base
Collaborative
Platform
The Only
Truth
Approvals &
Workflow
Real Time
Knowledge
Single Source
of
Information
Customer
Portal
Employees Shorter on-boarding time
Easier access to relevant information & resources
Avoid making same mistakes twice
Better & Faster decisions
Communicate important information widely & quickly
Improved productivity, Increased motivation
Encourage collaboration, Improved teamwork
Avoid redundant efforts
Reusability of Ideas, Documents & Expertise
Take advantage of existing expertise & experience
Make scarce expertise widely available
Reduce dependability on indispensable resources
Process Increased transparency
Acceleration of processes
Facilitation of Continuous Process improvement
Reduce redundancies
Re-use of internal knowledge
Customers Empower them to Help themselves
Shorter issue resolution times
Increased quality of products and services
Instant feedback & micro-interactions
Knowledge Base
Product
Owners
• Create
SMEs
• Review
• Approve
Support
Teams
• Learn
Other
Teams
• Aware
Happy 
• Customers
Better
Responses
Informed
Decisions
Better client
conversations
Single Source of real-time truth across your organization & customers
Feedback loop
Checklist
Are you on
the right
track?
Knowledge base
Strategic
1. How much time does it require to on-board
an employee on product portfolio?
2. Can you afford to loose an expert resource?
Do you have a backup or a resource who
has same knowledge as this expert
resource?
3. Do you have processes defined and
published for every department in your
organization?
4. What is the average turn-around-time to
publish the documentation of a new
release?
5. Do your customer have an open interactive
channel for communicating feedback via
your product documentation?
Operational
1. How many knowledge artifacts are
maintained by your teams?
2. What % of information across your
organization available internally?
3. Can your existing knowledge base deliver
reports on accountability & approval
workflows?
4. What % of your artifacts same & are
reusable across customer base?
5. How many users have given product
feedback? Do you have the feedback
shared within your key teams?
Xeeva's Learning & Development - Transformation Consulting
#2 XEEVA
Training &
Development
Model & Tools
People
•Training & Development Team
•Trainers & Technical Writers
•Customer Facing Role
Training Artifacts
•User Guides
•Presentations
•How-To Videos
•Training Schedule & Invites
Sources of Information
•Product
•Product Team / Self-Experiment
•Users to be trained
•Launch Team
Mode of Collection of
Information
•Manual knowledge transfer
•JIRA Stories
•Business specs & documents
Artifacts - Reviews &
Approvals
•Manual
•No History / Log maintained
Post Training Report
•User Attendance – Manual
•Supplier Attendance – N/A
•Survey – 3rd Party (Survey
Monkey)
Training
•Mode - ILT / ILT Online
•NO Assurance if the user
understood the product/module
Post Training - Customer
•Customer usually have access to
•User Guides
•Videos
Internal Training to other
customer facing teams
•Launch, PMO, Support, etc.
•N/A
Blockers – 12 Learning & Dev areas
• Training Artifacts
• Multiple + Multiple languages
= More effort on
documentation
• Requires constant update as
per the product/service
changes
• Sources of Information
• People – May be sharing
improper information
• Hoard Information
• Unavailable when required
• Diluted Accountability
• No Log/Audit history of
artifacts
• No single owner/source of
information
• More tools, Less output
• Outlook – Invites
• Meeting – Join.Me
• Attendance – NA
• Survey’s & User Feedback –
SurveyMonkey
• Quiz/Confirm accurate
knowledge transfer – NA
• Analytics/Grading – NA
• Internal Trainings
• N/A
• No way to confirm Employee
knowledge
• Gap for an effective Metric as
input to performance/
appraisal process
Training
Customer
Access, profiles
& analytics
Scheduling,
Survey’s &
Attendance
tracking
Grading,
Certifications &
Quiz for training
assurance
Gamify –
Incentives,
Rewards &
Challenges
Internal tool for
employee
trainings
Effective input
to HR appraisal
system
Xeeva
Training
Team
Single tool to manage trainings across Xeeva client portfolio
Schedule, Invite, Track Attendance, Quiz/Collect feedback, Grade
trainers, training & users
Deliver key data points & metrics as inputs to process improvement
Utilize knowledge base as source to knowledge acquisition
Process Improved Training & Development process for customers
Grading, Quiz and attendance to track user participation & improve
customer involvement
Introduction of Training & Development process for Employees
Visibility to Management: Who knows the product?
Customer Cost Effective
Self-paced training mode
Faster access to acquire & test knowledge
Xeeva
Internal
Teams
Teams: Training, Launch, Support, PMO, Sales, CRA
24x7 accessibility to learning resources
Increased productivity
Xeeva HR Team & ROI measurements
Learner scores & grades - as inputs to appraisal
process
Checklist
Are you on
the right
track?
Training & Development
Strategic
1. How is employee knowledge & skills on
your product/services tracked in your
organization?
2. What are the KPIs/metrics you maintain to
assure successful imparting of training to
customers?
3. As of today, can you relate the training
effectiveness with support tickets?
4. How do you manage trainings across
different time-zones and multi-lingual
requirements?
5. What is the average turn-around-time to
prepare training for a given customer?
6. Do your customer have an open and live
interactive channel for communicating
feedback via your training sessions?
Operational
1. How many employees know your
product/services portfolio? How
do you track it?
2. How many training sessions have
been unsuccessful for a particular
customer?
3. How many training artifacts are
maintained by your teams?
4. How many users are repetitive in
your training sessions?
5. What are the top 5 feedback that
you have receive in your training
sessions?
Xeeva's Learning & Development - Transformation Consulting
CLE – Internal Innovation for Xeeva
Knowledge
Base
Training &
Development
Platform
Collaborative
Learning
Ecosystem
Power Simplicity
Internal
Innovation
• Org Strategy
• Team Strategy
• Plans
• Activities
• Roles &
Responsibilities
• Vision statement
• Incentives
• Mission
• Goals
• Key Metrics
What will we
accomplish?
Why should
we do it?
How will we
do it?
Who will do
what?
GOAL?
S.M.A.R.T. Goals
1. Data based decisions not people/event based
2. Unify distributed knowledge sources
3. Introduce collaboration
4. Introduce transparency at multiple levels
• Communication
• Accountability
• Reporting
5. Introduce metrics in training & development and
other key operations
Timelines
CLE
Deployment &
Configuration
6-8 Weeks
Internal
Trainings
Product Team
Training &
Development
Launch Team
Courses
Level #1
Courses
•3-4 Weeks
Level #2
Courses
•4-6 Weeks
Engagement Options
Plan A
• CLE Solution
• Training Xeeva resources on CLE
Plan B*
• Plan A +
• Level #1 Courses
Plan C
• Plan B + 1 Client
• Level #2 Courses
Plan D
• Plan A + B +
• 3 Years Long Term Engagement (LTE)
Plan
* Limited to 2x Customer and 1x Product release.
Xeeva's Learning & Development - Transformation Consulting
Xeeva's Learning & Development - Transformation Consulting
Researched & Crafted especially for Xeeva Inc. by Team eLidea
Solution is specifically tailored for Xeeva Inc.

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Xeeva's Learning & Development - Transformation Consulting

  • 1. Researched & Crafted especially for Xeeva Inc. (www.xeeva.com) by team eLidea The content / material / idea / presentation / concept belongs to eLidea and all the rights are reserved by eLidea. Any attempts to copy / replicate / disseminate or modify the mentioned content / material / idea / presentation / concept in any form without prior permission will be considered as an illegal attempt and will result in legal proceedings against the entity / individual. Any such legal proceedings and arbitration activities will be carried under the jurisdiction of courts of New Delhi. By downloading and/or viewing and/or proceeding to next slide / page in the following document / presentation you agree and abide by the terms mentioned above. Please close and delete the file or source to access the file from your computer / mobile / device / email / inbox if you DO NOT agree to abide by the terms. eLidea Pvt. Ltd. www.elidea.co.in
  • 3. eLidea – Who are we? • A products and services company • Industry expertise of more than 15 Years in • Training & Development • Online, Media & PR • Web, Mobile and Multi-platform solutions • We help organizations • Set-up & re-align their training & development strategy & execution • Create beautiful content and manage its enrichment and value • We definitely do love enriching product designs and user experiences
  • 4. • Org Strategy • Team Strategy • Plans • Activities • Roles & Responsibilities • Vision statement • Incentives • Mission • Goals • Key Metrics What will we accomplish? Why should we do it? How will we do it? Who will do what?
  • 10. •Yes! – Xeeva genuinely need Help! 1. Limited resources 2. Slowed execution 3. Non-Existent Processes 4. High Dependency on People 5. Invisible KPIs, metrics & data points •Xeeva truly need internal Innovation •External Force
  • 11. That is why! Internal Innovation by external force We know Xeeva Industry Expertise
  • 12. • Org Strategy • Team Strategy • Plans • Activities • Roles & Responsibilities • Vision statement • Incentives • Mission • Goals • Key Metrics What will we accomplish? Why should we do it? How will we do it? Who will do what?
  • 15. CLE – Internal Innovation for Xeeva Knowledge Base Training & Development Platform Collaborative Learning Ecosystem Power Simplicity Internal Innovation
  • 18. People • Key knowledge sources • Subject Matter Experts • Availability critical Emails • Information • Changes • Decisions Personal Notes • Meeting Minutes • Informal Conversations • Ad-hoc Information Spreadsheets • Data sets – Internal & Customer • Product Configurations Documents • Product Guides, Roadmaps • Design Specs, Business Analysis, Cases Presentations • Sales & Marketing assets • Reporting and Dashboards Visio • Process Flows • Infrastructure Configurations JIRA • Issue Tracker – Use Cases & User Stories SVN • Manually synced repositories of all informational assets
  • 19. 12 Paths to collect Knowledge • People • Hoard Information • High Dependency • Emails • NOT the best way to manage & share knowledge (HBR) • Personal Notes • Are found in bin or die natural death • JIRA • Essentially an issue tracker • Not a knowledge sharing platform • Office Suites • Files lay orphaned on individual computers • Lost in emails • Not Collaborative • SVN • Need to be updated manually • No reporting – Who modified What? • Longer process to provide access • Not searchable
  • 20. Knowledge Base Collaborative Platform The Only Truth Approvals & Workflow Real Time Knowledge Single Source of Information Customer Portal
  • 21. Employees Shorter on-boarding time Easier access to relevant information & resources Avoid making same mistakes twice Better & Faster decisions Communicate important information widely & quickly Improved productivity, Increased motivation Encourage collaboration, Improved teamwork Avoid redundant efforts Reusability of Ideas, Documents & Expertise Take advantage of existing expertise & experience Make scarce expertise widely available Reduce dependability on indispensable resources
  • 22. Process Increased transparency Acceleration of processes Facilitation of Continuous Process improvement Reduce redundancies Re-use of internal knowledge Customers Empower them to Help themselves Shorter issue resolution times Increased quality of products and services Instant feedback & micro-interactions
  • 23. Knowledge Base Product Owners • Create SMEs • Review • Approve Support Teams • Learn Other Teams • Aware Happy  • Customers Better Responses Informed Decisions Better client conversations Single Source of real-time truth across your organization & customers Feedback loop
  • 24. Checklist Are you on the right track?
  • 25. Knowledge base Strategic 1. How much time does it require to on-board an employee on product portfolio? 2. Can you afford to loose an expert resource? Do you have a backup or a resource who has same knowledge as this expert resource? 3. Do you have processes defined and published for every department in your organization? 4. What is the average turn-around-time to publish the documentation of a new release? 5. Do your customer have an open interactive channel for communicating feedback via your product documentation? Operational 1. How many knowledge artifacts are maintained by your teams? 2. What % of information across your organization available internally? 3. Can your existing knowledge base deliver reports on accountability & approval workflows? 4. What % of your artifacts same & are reusable across customer base? 5. How many users have given product feedback? Do you have the feedback shared within your key teams?
  • 28. People •Training & Development Team •Trainers & Technical Writers •Customer Facing Role Training Artifacts •User Guides •Presentations •How-To Videos •Training Schedule & Invites Sources of Information •Product •Product Team / Self-Experiment •Users to be trained •Launch Team Mode of Collection of Information •Manual knowledge transfer •JIRA Stories •Business specs & documents Artifacts - Reviews & Approvals •Manual •No History / Log maintained Post Training Report •User Attendance – Manual •Supplier Attendance – N/A •Survey – 3rd Party (Survey Monkey) Training •Mode - ILT / ILT Online •NO Assurance if the user understood the product/module Post Training - Customer •Customer usually have access to •User Guides •Videos Internal Training to other customer facing teams •Launch, PMO, Support, etc. •N/A
  • 29. Blockers – 12 Learning & Dev areas • Training Artifacts • Multiple + Multiple languages = More effort on documentation • Requires constant update as per the product/service changes • Sources of Information • People – May be sharing improper information • Hoard Information • Unavailable when required • Diluted Accountability • No Log/Audit history of artifacts • No single owner/source of information • More tools, Less output • Outlook – Invites • Meeting – Join.Me • Attendance – NA • Survey’s & User Feedback – SurveyMonkey • Quiz/Confirm accurate knowledge transfer – NA • Analytics/Grading – NA • Internal Trainings • N/A • No way to confirm Employee knowledge • Gap for an effective Metric as input to performance/ appraisal process
  • 30. Training Customer Access, profiles & analytics Scheduling, Survey’s & Attendance tracking Grading, Certifications & Quiz for training assurance Gamify – Incentives, Rewards & Challenges Internal tool for employee trainings Effective input to HR appraisal system
  • 31. Xeeva Training Team Single tool to manage trainings across Xeeva client portfolio Schedule, Invite, Track Attendance, Quiz/Collect feedback, Grade trainers, training & users Deliver key data points & metrics as inputs to process improvement Utilize knowledge base as source to knowledge acquisition Process Improved Training & Development process for customers Grading, Quiz and attendance to track user participation & improve customer involvement Introduction of Training & Development process for Employees Visibility to Management: Who knows the product?
  • 32. Customer Cost Effective Self-paced training mode Faster access to acquire & test knowledge Xeeva Internal Teams Teams: Training, Launch, Support, PMO, Sales, CRA 24x7 accessibility to learning resources Increased productivity Xeeva HR Team & ROI measurements Learner scores & grades - as inputs to appraisal process
  • 33. Checklist Are you on the right track?
  • 34. Training & Development Strategic 1. How is employee knowledge & skills on your product/services tracked in your organization? 2. What are the KPIs/metrics you maintain to assure successful imparting of training to customers? 3. As of today, can you relate the training effectiveness with support tickets? 4. How do you manage trainings across different time-zones and multi-lingual requirements? 5. What is the average turn-around-time to prepare training for a given customer? 6. Do your customer have an open and live interactive channel for communicating feedback via your training sessions? Operational 1. How many employees know your product/services portfolio? How do you track it? 2. How many training sessions have been unsuccessful for a particular customer? 3. How many training artifacts are maintained by your teams? 4. How many users are repetitive in your training sessions? 5. What are the top 5 feedback that you have receive in your training sessions?
  • 36. CLE – Internal Innovation for Xeeva Knowledge Base Training & Development Platform Collaborative Learning Ecosystem Power Simplicity Internal Innovation
  • 37. • Org Strategy • Team Strategy • Plans • Activities • Roles & Responsibilities • Vision statement • Incentives • Mission • Goals • Key Metrics What will we accomplish? Why should we do it? How will we do it? Who will do what?
  • 38. GOAL?
  • 39. S.M.A.R.T. Goals 1. Data based decisions not people/event based 2. Unify distributed knowledge sources 3. Introduce collaboration 4. Introduce transparency at multiple levels • Communication • Accountability • Reporting 5. Introduce metrics in training & development and other key operations
  • 41. CLE Deployment & Configuration 6-8 Weeks Internal Trainings Product Team Training & Development Launch Team Courses Level #1 Courses •3-4 Weeks Level #2 Courses •4-6 Weeks
  • 42. Engagement Options Plan A • CLE Solution • Training Xeeva resources on CLE Plan B* • Plan A + • Level #1 Courses Plan C • Plan B + 1 Client • Level #2 Courses Plan D • Plan A + B + • 3 Years Long Term Engagement (LTE) Plan * Limited to 2x Customer and 1x Product release.
  • 45. Researched & Crafted especially for Xeeva Inc. by Team eLidea Solution is specifically tailored for Xeeva Inc.