How to Buy Enterprise LMS and LCMS Solutions

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How to Buy Enterprise LMS and LCMS Solutions

• Bryan Chapman
• Chief Learning Strategist
• Chapman Alliance
• bryan_at_chapmanalliance.com

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Virtual Classroom Synchronous Learning
Off-the-shelf, pre-built courses
Polling Question

• Instructor-led, Real time, Online
• Connecting geographical disperse learners
• Groups of learners meet together

• Ready-to-use content (courseware)
• Easy to find IT skills, leadership, safety
• Hard to find very specific, job-related skills

Self-Paced, Self-Service Online Learning
Authoring Tools

• 24 X 7 X 365 access to courses
• Completed at learners own pace
• Remediation and feedback are automated
• Developed once, used many times
• Automated scoring and completion status

• Custom development
• Screen design and layout
• Interactive exercises
• Tests, Quiz, Assessment
• Simulations

• Central Access to Learning
• Individualized Learning Plans
• Reporting Completion Tracking
• Instructor-Led Training Scheduling
• Launch and track online learning
• Certification Management
• Competency Management

Learning Content Management
Informal Learning, Knowledge On Demand

• Manage large-scale development (workflow)
• Reusable learning content
• Searchable repository of source material

• Just-in-time, anywhere, anytime
• Capture and retain organizational knowledge
• Facilitates collaboration

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International Airline

• Geographically disperse
• Mix of live, virtual classroom (personal
  interaction)
• Self-paced e-learning (conceptual, procedural)

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Construction Company

• Big issue regulatory compliance (safety)
• Off-the-shelf courses LMS

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Medical Association

• Thousands of medical, teaching case studies
• On CD, on shelf photos, charts, graphs,
  narrative
• Manage and distribute (no patient names) for
  teaching (25,000 association members)

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National Restaurant Chain

• Large population, customer-facing employees
• Not large groups, needs to be self-paced
• Simulation, role-play exercises (empowerment)

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Industrial/Manufacturing

• 100,000 employees lack of information about
  other parts of the company
• Learning Wiki invited 200 authors to write
  articles
• Ended up with over 7,000 content contributors

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Cost vs. Functionality of learning platform
Talent Management
E-commerce
Skill-Gap Analysis
Analytics
Language support
Learning Content Management
Reporting
Advanced Classroom Management
Deep Backoffice Integration
Testing
Content Development Tools
3rd party content
Advanced Question Types
Certification
Launch e-Learning
Collaborative Learning
Happy Sheet
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Major Steps during LMS Selection Phase

• Short Listing
• Use Case Document
• Facilitated Vendor Demonstrations
• RFP Development
• Proposal Grading (sandbox)
• Final Recommendations

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Short Listing
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Steps in the Short Listing Process

• Document Critical Needs/Search Filters
• Validate Search Filters
• Eliminate systems that wont meet your needs
  (both from a business and instructional stand
  point)
• Narrow the list to 3 to 5 systems
• Comparative Analysis (strengths and weaknesses)
• Debrief on Findings

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20 Questions to isolate learning infrastructure
needs

• Hosted vs. Locally Installed?
• 80 of e-learning content?
• Off-the-Shelf content?
• Multiple-Languages?
• Basic vs. Advanced Classroom Management?
• Skill-Gap Analysis/ Competency Management?
• Regulatory and Compliance Tracking?
• Knowledge Management?
• Performance/HCM?
• Level of Reporting?

• Collaboration?
• Virtual Classroom?
• ERP Connectivity?
• E-Commerce?
• Systems Requirements? (Database, Server,
  Restrictions?
• Offline Learners?
• Multiple Portals Single Implementation?
• Specific Use Case Needs?
• Buy in from all Stakeholders?
• Budget/Pricing Sensitivity?

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20 Questions to isolate learning infrastructure
needs

• Hosted vs. Locally Installed?
• 80 of e-learning content?
• Off-the-Shelf content?
• Multiple-Languages?
• Basic vs. Advanced Classroom Management?
• Skill-Gap Analysis/ Competency Management?
• Regulatory and Compliance Tracking?
• Knowledge Management?
• Performance/HCM?
• Level of Reporting?

• Collaboration?
• Virtual Classroom?
• ERP Connectivity?
• E-Commerce?
• Systems Requirements? (Database, Server,
  Restrictions?
• Offline Learners?
• Multiple Portals Single Implementation?
• Specific Use Case Needs?
• Buy in from all Stakeholders?
• Budget/Pricing Sensitivity?

Local
Not
Low
Low
Priority
PeopleSoft
Medium
Low
Priority
Oracle, SQL
Partial
Low
Priority
Medium
Not
Not
Priority
Priority
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Vendor pre-qualification checklist
Sample
The Solution must   1.    be a fully hosted
solution including off site hosting for the
LCMS/LMS, hosting for course content and learner
performance data, vendor-supplied hardware, and
support staff 2.    be a full featured,
multi-author, content-management environment in
which staff can create, store, reuse, manage and
deliver e-learning courseware from a single,
central remote content repository 3.    be able
to support content development from 6 different
geographic locations including development sites
in Texas, Michigan, New York, North Carolina, and
Eastern Canada while allowing e-learning courses
to be deployed to approximately 7500 learners
across all 6 locations as well 4.    have
built-in content creation tools suitable for
novice development of e-learning courses
including a wide variety of interactive test
question types and simultaneously allow for
interactive content from 3rd party authoring
tools such as Dreamweaver and Flash also,
support streaming media 5.    allow trainers and
subject matter experts to work initially in
Microsoft Word and PowerPoint as a method of
content development (templates/utilities/forms
for converting Word/PowerPoint to
e-learning) 6.    .allow each training
department to reuse content by modifying it for
their own needs (customization) without
duplicating content
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Short List Recommendation Document
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Use Case Document
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Use Cases

• Learner Perspective
• Training Administrator/Registrar Perspective
• Course Developer/Curriculum Manager Perspective
• HR Perspective
• IT Prespective
• Others?

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Use Case Example
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Use Case for Evaluation Purposes
Sample
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Request for Proposal (RFP)
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RFP Table of Contents
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RFP Grading Customizations
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RFP Pricing Worksheet
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RFP Pricing Worksheet
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LMS Top RFP requests

• Standards-based, e-learning launching and
  tracking capability
• Open model for interoperability with 3rd party
  e-learning content
• Freeform, ad hoc, customizable reports
• Strong Classroom management capabilities with
  full resource/instructor management
• Experience and planned-process for ERP/CRM (plus
  other business systems) integration
• Pre-integrated content development and/or content
  management capabilities
• Extended Performance Management functionality,
  such as competency management, regulatory
  compliance tracking, 360 degree evaluation, OJT
  tracking, etc.
• Quick, efficient implementation
• Reasonable price
• Financial Viability of the LMS Vendor

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LCMS Top RFP requests

• Novice Friendly, Rapid Development content
  authoring and/or content assembly tools
• Well defined model for importing Microsoft
  documents PowerPoint and Word
• Supports a wide variety of popular 3rd party
  content authoring tools like Flash, Authorware,
  Dreamweaver, Lectora, Trainersoft, etc.
• Strong adherence to standards and specifications
  (SCORM and AICC)
• Tested Interoperability with 3rd party LMS
• Well-defined model for reusing and re-purposing
  learning objects to create multiple, derivative
  versions of the same course, for different
  learners.
• Adaptive Learning through Dynamic pretesting
• Support multiple output types (most requested
  print documentation, also PALM, PocketPC and
  Just-in-time help)
• Revision Control, Archiving and File Management
• Workflow Management

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Definition

• LCMS (èl-see-em-ess)
• A multi-user environment where learning
  developers can create, store, reuse, manage, and
  deliver digital learning content from a central
  object repository.
• Acronym for Learning Content Management System.

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Anatomy of an LCMS
Content Creation Interfaces
Content Assembly Interface (course hierarchy)
Database Storage
Publish Learning (add navigation controls, etc.)
Output Formats
D E L I V E R Y E N G I N E
M I D D L E W A R E
Assemble at runtime
Microsoft Word
e-Learning
Pre-compile
Learning Object Repository
PowerPoint
CD-ROM
Output Type?
Built-in Authoring Utilities (Browser-Based
or Locally Installed Application)
Print-based
C\Media
Flash (and other 3rd party Authoring tools)
PALM (and other mobile devices)
HTML Editor Embedded or external
EPSS
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Cisco (20,000 field sales)
Content Collection occurs before ADDIE (Knowledge
Repository)
Learning Content
E-learning Courses
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When you should consider an LCMS

• 80 hours of seat time per year
• 10 or more content contributors
• Need to rebrand content
• Automatic navigation controls Common e-learning
  player
• Support multiple output types (print-based, EPSS,
  PocketPC, etc.)
• LMS in place, but cant keep pace with content
  needs

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Scope Understanding Costs
LMS Average Licensing Costs Locally Installed
Source LMS KnowlegeBase In Depth Profiles of
60 Learning Management Systems, With Custom
Comparison Across 200 Features, published by
Brandon Hall Research
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Scope Understanding Costs
LMS Average Licensing Costs Hosted
Source LMS KnowlegeBase In Depth Profiles of
60 Learning Management Systems, With Custom
Comparison Across 200 Features, published by
Brandon Hall Research
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Two Drawings
995 retail value
795 retail value