1. Scaling the Best of Enterprise Learning for Small-to-Medium Sized Businesses (SMB’s) Facilitator: Bryan Chapman Director of Research and Learning Strategies bryan@brandon-hall.com Sponsored by:

2. What part of your organization do you represent?  Training  HR  Both Training and HR  IT  Other departments (such as Sales, Operations, etc.) Starting Question Polling Question (transfer to Webex)

3. Russell Morgan, International Technology Solution Providers Alliance (Non-Profit) “The implications of the e-learning phenomenon are enormous for SMBs, particularly as they look for ways to go head-to-head with large corporations. Driving the growth of e-learning are SMB decision makers who understand that online employee education offers many advantages that traditional training simply can’t match.”

4. Do we need a learning platform? Polling Question (transfer to Webex) What types of learners do you need to reach?  Internal Staff  Partner (i.e. channel, sales, etc.)  Customers  All

5. Do we need a learning platform? Polling Question (transfer to Webex) How many total learners would you potentially reach (all types)?  Under 500  500 - 2000  2K to 10K  10K to 50K  More than 50K

6. Do we need a learning platform? Polling Question (transfer to Webex) What is the geographic dispersion of your learners  Very centrally located (most in close proximity)  2 to 5 other locations  6 to 50 locations  More than 50 locations  Across a single country  Across the world (global)

7. Do we need a learning platform? Polling Question (transfer to Webex) Mandated or Regulatory Training?  Yes  No

8. Do we need a learning platform? Polling Question (transfer to Webex) Rapidly changing information (new product knowledge, new procedures?  Yes  No

9. Do we need a learning platform? Polling Question (transfer to Webex) Need to train in shorter amounts of time?  Yes  No

10. Do we need a learning platform? Polling Question (transfer to Webex) Desire to reduce travel costs associated with training?  Yes  No

11. Cost vs. Functionality of learning platform Skill-Gap Analysis Launch e-learning Advanced Classroom Management Groupware Authoring Learning Content Management Happy Sheet Talent Management Analytics Language support 3 rd party content Deep Backoffice Integration Certification Testing Advanced Question Types Reporting Collaborative Learning E-commerce

12. Cost vs. Functionality of learning platform Skill-Gap Analysis Launch e-learning Advanced Classroom Management Groupware Authoring Learning Content Management Happy Sheet Talent Management Analytics Language support 3 rd party content Deep Backoffice Integration Certification Testing Advanced Question Types Reporting Collaborative Learning E-commerce

13. Enterprise Learning Model (SMB style) Hosted Learning Platform Content Developer (Location A) Content Developer & Learner (Location C) Learner (on-the-road) Learners (Location B) Learning Lab (Location X)

14. Barriers to SMB 1.Cost 2.Complexity of Implementation 3.Ease of Use 4.Accessibility of both Learners and Content Contributors (Authors)

15. Learning Platform Shootout Many LMS vendors won’t respond to a learning initiative with less than 2,000 learners Creative Solutions for SMB

16. A lesson from CRM

17. Desktop Large-Scale Enterprise ASP Hosted

18. What do you use? Polling Question (transfer to Webex) Which model best describes your organization’s current management of customer data?  Proprietary or manual (our own in-house)  Desktop (i.e. Goldmine approach)  ASP Hosted (i.e. SalesForce.com approach)  Large-Scale, Behind-the-Firewall (Siebel approach)  Other…

19. Large-Scale Enterprise Learning Technology Classifications Desktop ASP Hosted Flash Desktop Authoring Tools Desktop Simulation Tools PowerPoint to E-Learning A few key LMS Players (watch pricing!!!!) Only a handful incorporate content authoring Most LMS players on the market Content development is generally a second line of business Many are now focusing on broader, HR/Talent Management market

20. Steps for Creating a Successful SMB Learning Enterprise 1.Create a business case and sell it internally 2.Pick the right learning technology (right cost, low-footprint implementation, easy-to-use) 3.Put Learning Governance in Place 4.Formulate Evaluation and Assessment Standards 5.Make a group, content development and contribution plan Hosted Learning Platform

21. Orange County Teachers Federal Credit Union (Orange County, California)  Mandatory compliance courses specific to financial services industry  Course development 75% faster - 80% reduction in development costs (reusability)  Courses in 30-45 minutes; previously 3 – 4 hours  Pre-testing/gap analysis model to reduce delivery time using dedicated learning platform Company Size:Small, 775 Employees Main Business:Banking/Financial Services Best Practice: Groupware authoring, reusability translates to reduction in development time, pretesting/gap analysis

22. Questions??? Facilitator: Bryan Chapman Director of Research and Learning Strategies bryan@brandon-hall.com Sponsored by: