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612
ABCs of Selecting and
 Implementing a LMS
Mike Baker & Stacy Lindenberg, First Citizens Bank
Nov 2 - 4, 2011
                                           Las Vegas, NV




                          ABCs ofof Selecting &
                             ABCs
                                   Selecting and
                           Implementingan LMS
                            Implementing a LMS

                                       Mike Baker
                                    Stacy Lindenberg




                                   Who are you?

                   Name, Company, Role in Organization

                   Experience with Learning Management System

                   What you’d like today




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy   Page 1
Lindenberg, First Citizens Bank
Nov 2 - 4, 2011
                                        Las Vegas, NV



                         One Hour! Big Agenda!

                • Assessment of Current State
                • Vendor Selection
                • Building a Business Case
                • Gaining Organizational Buy in
                • Budgeting
                • Timeline
                • Implementation




                    Assessment of Current State


                • WHY?
                • What happens if you do nothing?
                • What’s the impact?




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy   Page 2
Lindenberg, First Citizens Bank
Nov 2 - 4, 2011
                                        Las Vegas, NV



                                   Current State




                               Vendor Selection




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy   Page 3
Lindenberg, First Citizens Bank
Nov 2 - 4, 2011
                                        Las Vegas, NV



                       Building a Business Case




                        “The best way to predict the
                           future is to create it”




                                  Getting Buy-in




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy   Page 4
Lindenberg, First Citizens Bank
Nov 2 - 4, 2011
                                        Las Vegas, NV



                                      Budgeting




                                        Timeline




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy   Page 5
Lindenberg, First Citizens Bank
Nov 2 - 4, 2011
                                        Las Vegas, NV



                                   Implementing




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy   Page 6
Lindenberg, First Citizens Bank
Functionality/Features                                                         Standard   Optional   Not Available   Yes-No/Explanation
Hosting & Support
Software as a Service (SaaS)/hosted delivery model
Methods of data exchanges and encryption supported
Is support in-house or contracted?
Help Desk support staff located in the U.S. and speak English as their
primary language.
Is there a dedicated support person for administrator to ask "How To"
questions?
Help Desk options available for administrators, SMEs and employees
(email, phone, text chat, fax, etc.)
System Training/Certification/User Group programs available
Security Capabilities
Password and user IDs determine secure authentication
Set authentication rules based on hard life time, idle life time and Single-
sign-on life time
Configurable security settings (password characteristics)
Automated system to help users who have forgotten passwords and user
IDs.
Login encryption/validation
Platform, Domains & Interface
Product Roadmap that benefits all customers
Based on Microsoft .NET and is database independent for flexibilty

System can integrate with HRIS/ERP systems using a Web services API

Ability to personalize and configure user interface and functionality (i.e.
modules on or off) per domain without vendor assistance

Built in wizards to guide administrator on difficult tasks
ADA Section 508 compliant
LMS built to support Extended Enterprise Training (training partners,
vendors, customers, etc.)
Ability to easily create and manage the entry portal for extended
enterprise (open site) that allows unlimited number of pages without
vendor involvement.
System is modular, allowing deployment of only required functionality
(turning on or off features and modules)
System allows configuration of the navigation easily without vendor
involvement
Ability to easily create pages in the LMS that dynamically render content
based on the user viewing the page without vendor invovlement.
System allows addition of widget pages to allow customers to build a
page from a repository of widgets or build their own using a built-in
editor.
System allows for specific pages and widgets to be dynamically displayed
based on user properties or group association.
System allows administrators to add other web-based applications to the
LMS navigation.
Integrated LCMS functionality

                                                                                                                                          1
Functionality/Features                                                        Standard   Optional   Not Available   Yes-No/Explanation
Analytics tools such as Knowledge Advisors
Document repository that accepts files, links to other web sites, or easily
creates web pages on the fly
Integration with virtual meeting/classroom tools such as WebEx
Integrated performance and talent management tools such as
SuccessFactors
Support for heirarchical domains at the enterprise, subsidiary, business
unit, client or other defined levels
Support for multiple groups (business units) within the same domain

Manage interface branding themes and specify user settings
Provide different themes to multiple domains
Provide different themes to multiple groups
Ability to brand themes with single logos
Ability to brand one theme with multiple logos

Ability to create and manage text and branding of the login page
Ability to create splash pages that appear for users upon initial login or
next login to convey important notices.
Specify the colors in the user interface
Specify the layout of the user interface
Ability to modify/customize the user interface
User configurable home page/landing page
Configurable view to display learning activities to match your
organizations needs
Customizeable Contact Us page

Business rule definition configurable on a domain-by-domain basis

Restrict data users see to the group(s) they belong to
Restrict data users see to their subordinates
Single-sign-on functionality with third party tools
Workflow & Approval Process
Create a custom workflow and a custom approval form for student to
complete without intervention from vendor
Ability to create multiple workflows and forms for different scenarios
requiring approval
Ability to create approval process for courses within the LMS catalog or
courses taken externally
Approval Manager module may be in use without affecting whether other
modules may or may not be used
Include custom user attribute as an automatic trigger for approval flow

Include values for course duration and cost as triggers for approval flow
Users belonging to specified groups can be prompted to go through the
approval process
Flexible approval process to allow multiple levels of approvals
Identify supervisors as approval level


                                                                                                                                         2
Functionality/Features                                                        Standard   Optional   Not Available   Yes-No/Explanation
Identify specific individuals as approvers
Identify specific roles as approval levels
Ability to specify which fields are viewable, editable or required for each
level of the workflow
Ability to fitler approval requests for approvers to just see the requests
submitted within their same group
Ability to manage certification requests
Enterprise Human Resources Integration (EHRI) fields are automatically
displayed when EHRI module is turned on
Support for Certifying Official Approver for EHRI (federal government
requirement)
User Features
Allow users to pick their own theme

A calendar view for different roles to easily access ILT events with the
ability for user to select a specific view (day/week/year).
Ability to restrict what a user can edit in his/her profile down to the
individual field level
Forgotten password/change password automated responses
Configurable amount of access to change profile information
Change user name and password
Ability to view dashboard data, regardless of role (Learner, Supervisor
and Administrator)
Access eHelp (search for topic/context sensitive)

Plug-in Installation Center (that may be required for certain courses)

Ability to toggle between role types while remaining logged in
Ability to view and manage short-cuts
Ability for users to select specific language
Request permission to waive a prerequisite
Filter views of learning plan (i.e. by training type)
User Management
Configurable permissions/roles - Create and manage new
roles/permissions
Create, change and view user information/profile
Copy an existing role
Ability to assign multiple roles to one user account

Create custom fields in user profiles without intervention from vendor

Configurable standard and custom user fields in user profile screens
Configurable standard user fields and custom user fields in and account
request forms
Advanced search includes custom user fields
Ability to create (or batch upload) new users
Ability to automatically assign users to groups based on user proile
attributes
Web services API to allow user data to be imported real-time

                                                                                                                                         3
Functionality/Features                                                         Standard   Optional   Not Available   Yes-No/Explanation
Ability to create and manage user groups
User can belong to multiple user groups
User can belong to multiple domains
Set/change user status (i.e. active/inactive/deleted)
Define student to supervisor relationship
Designate/change a user's supervisor
Ability for a new learner to request an account with approval
Ability for a new learner to create an account without approval
Configurable account request form that allows you to specify what data is
important to your organization
Secure account request form that includes a visual capture device
(CAPTCHA) to prevent spamming
Enroll users in courses (individual, groups/batch)

Ability to view user site activity, including dates, times and pages.

Learning Content Creation & Management
SCORM 2004 compliant
SCORM 1.2 compliant
AICC compliant
Support for online training, instructor-led training, virtual classroom and
informal learning objects (such as on-the-job training) to be assigned
and tracked by the LMS
Allow administrator to select option for learner to mark a user defined
training object as complete
Has ability to integrate with thousands of courses from any vendor or
custom content built by a client that follow AICC or SCORM standards

Pre-integrated with thousands of courses from multiple vendors
Mass registration for multiple learners to one course
Utility to upload SCORM or AICC custom content without vendor
assistance (course upload tool)
Interoperability with content that is NOT standards-compliant
Ability to add additional resources to any course
Manage course properties (CEUs, duration, test required, etc.)
Can disable a course without removing it from the LMS
Ability to set an expiration date for a linked learning object so that it no
longer links to any learning plans
Manage grade book by marking any learning object as complete or
incomplete and designate a grade
Learner can self-register for learning offerings
Learner can unregister from all learning offerings
Learner can self-enroll for ILT classes
Learner can unregister from instructor-led training
Ability to set prerequisites for courses
Ability to waive a prerequisite
Approve/deny a request to waive a prerequisite


                                                                                                                                          4
Functionality/Features                                                       Standard   Optional   Not Available   Yes-No/Explanation
Create/edit an ILT/V-ILT and appropriate resources
System has built-in conflict management capability
Recorded V-ILTs are created as OLTs
Assign multiple instructors to a class and/or session
Assign resources at the session level
Ability to set (and override) the max students for a course at the session
level
Waitlist functionality (i.e. for a "full" ILT class)
Automatic waitlist functionality (user at top of waitlist is automatically
enrolled when a space opens up)
Ability to create private classes to prevent learners from self-enrolling
Ability to restrict management of individual classes beyond permissions
to specific groups or a set of users
Ability to select from a repository of course certifcate templates for one
that fits your organization needs
Ability to create custom course certificates that can be formatted to pull
system data
Ability to specify unique course certificates by group
Review/print a completion certificate (student accessible)

Access online resources (ie PDF instructor has posted for a course)

Enroll and cancel registrations for learning activities
Create/edit reason to drop students from learning activities
Registration with manager approval
Registration confirmation via email
Manage the waitlist and roster
Manage a registration request queue (approve/deny)

Courses can be grouped into curriculum and topic areas in the catalog
Ability to request/reserve (blockout) rooms, equipment and other ILT
resources
Create, modify and delete learning plan templates
Assign learning activities (single or bundle) to an entire domain
Assign learning activities (single or bundle) to specific groups
Assign learning activities (single or bundle) to specific users defined by
specific user attributes
Manually assign a learning plan to learners (individually/user
group/globally)
Automatically assign learning plans using profile and group criteria.

Edit a learning plan template (and auto-update for assigned users)

Edit the contents of a learning plan for all users
Create certification plans (compliance) or traditional plans (new hire
training)
Set due dates for entire plan completion



                                                                                                                                        5
Functionality/Features                                                      Standard   Optional   Not Available   Yes-No/Explanation

Update due dates for plan completion for multiple students en mass
Configure learning plan completion requirements based on either number
of learning objects completed (all or specified subset) or based on
number of CEUs completed
Set auto-reminder email for assigned students / instructors / managers /
administrators regarding due date for entire learning plan

Require courses to be completed in a defined order
Recurrance for courses can be set automatically based on rules
Set auto-reminders for recurrances using rules
Assign learning activity due dates for employees
Certification tracking
Determine access window for recurrent plans to prevent learners from
falling out of compliance
Continuing Education Unit (CEU) tracking
Courses can be set to automatically renew on periodic basis (i.e. for
annual certification)
Built-in testing and survey creation tool
Tests and surveys that can be assigned to multiple learning objects (re-
used)
Ability to set passing scores for tests
Ability to require passing score on test to complete the course
Ability to automatically complete a course based on the learner passing
the test
Set how many times a test can be attempted
Select duration of test or make it unlimited
Tests can be auto-graded by system
Ability to edit tests after some learners have completed
Ability to remove or replace tests in a course
Ability to copy existing tests for easy creation/editing
Ability to edit surveys after some learners have completed
Ability to remove or replace surveys in a course
Ability to copy existing surveys for easy creation/editing
Web-based student notes feature (per course)
System has a repository for Resources such as PDF, PowerPoint,
Spreadhseets, etc. for users to access.
These Resources can be restricted to a particular audience based on user
attribute or group association.
Ability to run Reports on user access to resources.
How much space is included for these Resources?
How much is additional space?
Search Features
Universal search functionality that searches all learner consumable items
such as courses, classes, resources, and bundles.



                                                                                                                                       6
Functionality/Features                                                        Standard   Optional   Not Available   Yes-No/Explanation
Search interface is clean and easy to use - matches the most popular
search engine's design.
Search functionality returns results in an easy to use combined results
view like the most widely used search engines.
Search functionality filters results based on what the user has permission
to view/consume.
Basic and advanced search functionality for each module.
Advanced search includes custom fields
Catalog Features
Searchable course catalog
Configurable catalog that allows you to determine what type of
information to display for authenticated users
Public catalog (i.e., open site catalog) accessible through a webpage
Ability to support multiple catalogs based on audience (group
association, user profile attributes, even specified users) through catalog
access codes
Ability to change catalog offerings on the fly per audience
Ability to group or bundle courses together for easy enrollment
Ability to set a lifecycle or subscription period for a course or bundle in
the catalog
Manage terms / time frames when courses are available in the catalog
for learner enrollment
Catalog calendar to easily find and enroll in classes
Course catalog can be filtered by ILT properties (location, instructor,
etc.)
Add external courses to the main catalog
Catalog allows online resources to be selected by learners
Catalog has Featured Courses area
Catalog allows for learners to rate courses
Reporting Capabilities
Real-time reporting
Ability to create dashboards with graphic interface.
Report can be run on demand through the LMS interface

Reports can be scheduled and emailed to any valid email address
Web-based reporting interface with results appearing in application
workspace
Report can be printed from application workspace without having to
export
Standard "out-of-the-box" reports
Ability to alter "out-of-the-box" reports.

Option to use filters for reports instead of having to create a new report

Custom reporting capabilities
Can report on all learning objects, including on-the-job training
Wizard-driven report creation (for custom/adhoc reports)
Ability to create drill down reports

                                                                                                                                         7
Functionality/Features                                                     Standard   Optional   Not Available   Yes-No/Explanation
Ability to export report data
Report formats (browser view, .xls, .csv, .doc, .rtf, .pdf, etc.)
Report on domains seperately as individual business units or learning
audiences
Report is filterable by groups
Custom user fields are used in any report with user profile data
Sort a report by fields (i.e. alphabetically or chronological)
Pull reports for subordinates (but access is governed / flexible)
Ability to build a new report and share with other users
Report on learning plan progress across groups / globally
Student transcripts (viewable and printable)
Student certificates (e.g. for course or curriculum completion)
Review / print a transcript (student accessible) that contains courses
completed externally
Data available via web services that can be used to integrate with other
systems
Communication & Collaboration
Automated reminder notices via email
Manage event communications by enabling or disabling as well as
recipients easily through user interace
Mass distribute communication to learners by domain
Edit and manage content of notification message
Ability to turn on or off notification events
Online access to course materials (e.g. supplemental material)
Fully integrated live webcasting and virtual meeting capabilities
Web-based calendaring and scheduling (integration with Outlook)

Ability to send emails to user's email address listed in their profile

Create and launch WebEx events
Identify multiple hosts per WebEx event
Automatic register/de-register notification via email




                                                                                                                                      8
Nov 2 - 4, 2011
                                                                      Las Vegas, NV




                   Business Case-Current State                                             Problem/Opportunity Statement




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank                Page 1
Nov 2 - 4, 2011
                                                                      Las Vegas, NV




                                                                  Options/Benefits




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank   Page 2
Nov 2 - 4, 2011
                                                                      Las Vegas, NV



                                                                   Cost Estimates



                                                                Recommendation




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank   Page 3
Nov 2 - 4, 2011
                                                                      Las Vegas, NV




                                                             Annual Cost Estimate




Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank   Page 4
Nov 2 - 4, 2011
                                             Las Vegas, NV


                         Executive Project Committee Summary
Project

Business
 Case


Options      1.




  Cost
Summary




Benefits     1.

           Recommendation                                              Option

              Timeline




   Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First   Page 1
   Citizens Bank

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Dl11 612 bakerlindenberg

  • 1. 612 ABCs of Selecting and Implementing a LMS Mike Baker & Stacy Lindenberg, First Citizens Bank
  • 2. Nov 2 - 4, 2011 Las Vegas, NV ABCs ofof Selecting & ABCs Selecting and Implementingan LMS Implementing a LMS Mike Baker Stacy Lindenberg Who are you? Name, Company, Role in Organization Experience with Learning Management System What you’d like today Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 1 Lindenberg, First Citizens Bank
  • 3. Nov 2 - 4, 2011 Las Vegas, NV One Hour! Big Agenda! • Assessment of Current State • Vendor Selection • Building a Business Case • Gaining Organizational Buy in • Budgeting • Timeline • Implementation Assessment of Current State • WHY? • What happens if you do nothing? • What’s the impact? Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 2 Lindenberg, First Citizens Bank
  • 4. Nov 2 - 4, 2011 Las Vegas, NV Current State Vendor Selection Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 3 Lindenberg, First Citizens Bank
  • 5. Nov 2 - 4, 2011 Las Vegas, NV Building a Business Case “The best way to predict the future is to create it” Getting Buy-in Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 4 Lindenberg, First Citizens Bank
  • 6. Nov 2 - 4, 2011 Las Vegas, NV Budgeting Timeline Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 5 Lindenberg, First Citizens Bank
  • 7. Nov 2 - 4, 2011 Las Vegas, NV Implementing Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Page 6 Lindenberg, First Citizens Bank
  • 8. Functionality/Features Standard Optional Not Available Yes-No/Explanation Hosting & Support Software as a Service (SaaS)/hosted delivery model Methods of data exchanges and encryption supported Is support in-house or contracted? Help Desk support staff located in the U.S. and speak English as their primary language. Is there a dedicated support person for administrator to ask "How To" questions? Help Desk options available for administrators, SMEs and employees (email, phone, text chat, fax, etc.) System Training/Certification/User Group programs available Security Capabilities Password and user IDs determine secure authentication Set authentication rules based on hard life time, idle life time and Single- sign-on life time Configurable security settings (password characteristics) Automated system to help users who have forgotten passwords and user IDs. Login encryption/validation Platform, Domains & Interface Product Roadmap that benefits all customers Based on Microsoft .NET and is database independent for flexibilty System can integrate with HRIS/ERP systems using a Web services API Ability to personalize and configure user interface and functionality (i.e. modules on or off) per domain without vendor assistance Built in wizards to guide administrator on difficult tasks ADA Section 508 compliant LMS built to support Extended Enterprise Training (training partners, vendors, customers, etc.) Ability to easily create and manage the entry portal for extended enterprise (open site) that allows unlimited number of pages without vendor involvement. System is modular, allowing deployment of only required functionality (turning on or off features and modules) System allows configuration of the navigation easily without vendor involvement Ability to easily create pages in the LMS that dynamically render content based on the user viewing the page without vendor invovlement. System allows addition of widget pages to allow customers to build a page from a repository of widgets or build their own using a built-in editor. System allows for specific pages and widgets to be dynamically displayed based on user properties or group association. System allows administrators to add other web-based applications to the LMS navigation. Integrated LCMS functionality 1
  • 9. Functionality/Features Standard Optional Not Available Yes-No/Explanation Analytics tools such as Knowledge Advisors Document repository that accepts files, links to other web sites, or easily creates web pages on the fly Integration with virtual meeting/classroom tools such as WebEx Integrated performance and talent management tools such as SuccessFactors Support for heirarchical domains at the enterprise, subsidiary, business unit, client or other defined levels Support for multiple groups (business units) within the same domain Manage interface branding themes and specify user settings Provide different themes to multiple domains Provide different themes to multiple groups Ability to brand themes with single logos Ability to brand one theme with multiple logos Ability to create and manage text and branding of the login page Ability to create splash pages that appear for users upon initial login or next login to convey important notices. Specify the colors in the user interface Specify the layout of the user interface Ability to modify/customize the user interface User configurable home page/landing page Configurable view to display learning activities to match your organizations needs Customizeable Contact Us page Business rule definition configurable on a domain-by-domain basis Restrict data users see to the group(s) they belong to Restrict data users see to their subordinates Single-sign-on functionality with third party tools Workflow & Approval Process Create a custom workflow and a custom approval form for student to complete without intervention from vendor Ability to create multiple workflows and forms for different scenarios requiring approval Ability to create approval process for courses within the LMS catalog or courses taken externally Approval Manager module may be in use without affecting whether other modules may or may not be used Include custom user attribute as an automatic trigger for approval flow Include values for course duration and cost as triggers for approval flow Users belonging to specified groups can be prompted to go through the approval process Flexible approval process to allow multiple levels of approvals Identify supervisors as approval level 2
  • 10. Functionality/Features Standard Optional Not Available Yes-No/Explanation Identify specific individuals as approvers Identify specific roles as approval levels Ability to specify which fields are viewable, editable or required for each level of the workflow Ability to fitler approval requests for approvers to just see the requests submitted within their same group Ability to manage certification requests Enterprise Human Resources Integration (EHRI) fields are automatically displayed when EHRI module is turned on Support for Certifying Official Approver for EHRI (federal government requirement) User Features Allow users to pick their own theme A calendar view for different roles to easily access ILT events with the ability for user to select a specific view (day/week/year). Ability to restrict what a user can edit in his/her profile down to the individual field level Forgotten password/change password automated responses Configurable amount of access to change profile information Change user name and password Ability to view dashboard data, regardless of role (Learner, Supervisor and Administrator) Access eHelp (search for topic/context sensitive) Plug-in Installation Center (that may be required for certain courses) Ability to toggle between role types while remaining logged in Ability to view and manage short-cuts Ability for users to select specific language Request permission to waive a prerequisite Filter views of learning plan (i.e. by training type) User Management Configurable permissions/roles - Create and manage new roles/permissions Create, change and view user information/profile Copy an existing role Ability to assign multiple roles to one user account Create custom fields in user profiles without intervention from vendor Configurable standard and custom user fields in user profile screens Configurable standard user fields and custom user fields in and account request forms Advanced search includes custom user fields Ability to create (or batch upload) new users Ability to automatically assign users to groups based on user proile attributes Web services API to allow user data to be imported real-time 3
  • 11. Functionality/Features Standard Optional Not Available Yes-No/Explanation Ability to create and manage user groups User can belong to multiple user groups User can belong to multiple domains Set/change user status (i.e. active/inactive/deleted) Define student to supervisor relationship Designate/change a user's supervisor Ability for a new learner to request an account with approval Ability for a new learner to create an account without approval Configurable account request form that allows you to specify what data is important to your organization Secure account request form that includes a visual capture device (CAPTCHA) to prevent spamming Enroll users in courses (individual, groups/batch) Ability to view user site activity, including dates, times and pages. Learning Content Creation & Management SCORM 2004 compliant SCORM 1.2 compliant AICC compliant Support for online training, instructor-led training, virtual classroom and informal learning objects (such as on-the-job training) to be assigned and tracked by the LMS Allow administrator to select option for learner to mark a user defined training object as complete Has ability to integrate with thousands of courses from any vendor or custom content built by a client that follow AICC or SCORM standards Pre-integrated with thousands of courses from multiple vendors Mass registration for multiple learners to one course Utility to upload SCORM or AICC custom content without vendor assistance (course upload tool) Interoperability with content that is NOT standards-compliant Ability to add additional resources to any course Manage course properties (CEUs, duration, test required, etc.) Can disable a course without removing it from the LMS Ability to set an expiration date for a linked learning object so that it no longer links to any learning plans Manage grade book by marking any learning object as complete or incomplete and designate a grade Learner can self-register for learning offerings Learner can unregister from all learning offerings Learner can self-enroll for ILT classes Learner can unregister from instructor-led training Ability to set prerequisites for courses Ability to waive a prerequisite Approve/deny a request to waive a prerequisite 4
  • 12. Functionality/Features Standard Optional Not Available Yes-No/Explanation Create/edit an ILT/V-ILT and appropriate resources System has built-in conflict management capability Recorded V-ILTs are created as OLTs Assign multiple instructors to a class and/or session Assign resources at the session level Ability to set (and override) the max students for a course at the session level Waitlist functionality (i.e. for a "full" ILT class) Automatic waitlist functionality (user at top of waitlist is automatically enrolled when a space opens up) Ability to create private classes to prevent learners from self-enrolling Ability to restrict management of individual classes beyond permissions to specific groups or a set of users Ability to select from a repository of course certifcate templates for one that fits your organization needs Ability to create custom course certificates that can be formatted to pull system data Ability to specify unique course certificates by group Review/print a completion certificate (student accessible) Access online resources (ie PDF instructor has posted for a course) Enroll and cancel registrations for learning activities Create/edit reason to drop students from learning activities Registration with manager approval Registration confirmation via email Manage the waitlist and roster Manage a registration request queue (approve/deny) Courses can be grouped into curriculum and topic areas in the catalog Ability to request/reserve (blockout) rooms, equipment and other ILT resources Create, modify and delete learning plan templates Assign learning activities (single or bundle) to an entire domain Assign learning activities (single or bundle) to specific groups Assign learning activities (single or bundle) to specific users defined by specific user attributes Manually assign a learning plan to learners (individually/user group/globally) Automatically assign learning plans using profile and group criteria. Edit a learning plan template (and auto-update for assigned users) Edit the contents of a learning plan for all users Create certification plans (compliance) or traditional plans (new hire training) Set due dates for entire plan completion 5
  • 13. Functionality/Features Standard Optional Not Available Yes-No/Explanation Update due dates for plan completion for multiple students en mass Configure learning plan completion requirements based on either number of learning objects completed (all or specified subset) or based on number of CEUs completed Set auto-reminder email for assigned students / instructors / managers / administrators regarding due date for entire learning plan Require courses to be completed in a defined order Recurrance for courses can be set automatically based on rules Set auto-reminders for recurrances using rules Assign learning activity due dates for employees Certification tracking Determine access window for recurrent plans to prevent learners from falling out of compliance Continuing Education Unit (CEU) tracking Courses can be set to automatically renew on periodic basis (i.e. for annual certification) Built-in testing and survey creation tool Tests and surveys that can be assigned to multiple learning objects (re- used) Ability to set passing scores for tests Ability to require passing score on test to complete the course Ability to automatically complete a course based on the learner passing the test Set how many times a test can be attempted Select duration of test or make it unlimited Tests can be auto-graded by system Ability to edit tests after some learners have completed Ability to remove or replace tests in a course Ability to copy existing tests for easy creation/editing Ability to edit surveys after some learners have completed Ability to remove or replace surveys in a course Ability to copy existing surveys for easy creation/editing Web-based student notes feature (per course) System has a repository for Resources such as PDF, PowerPoint, Spreadhseets, etc. for users to access. These Resources can be restricted to a particular audience based on user attribute or group association. Ability to run Reports on user access to resources. How much space is included for these Resources? How much is additional space? Search Features Universal search functionality that searches all learner consumable items such as courses, classes, resources, and bundles. 6
  • 14. Functionality/Features Standard Optional Not Available Yes-No/Explanation Search interface is clean and easy to use - matches the most popular search engine's design. Search functionality returns results in an easy to use combined results view like the most widely used search engines. Search functionality filters results based on what the user has permission to view/consume. Basic and advanced search functionality for each module. Advanced search includes custom fields Catalog Features Searchable course catalog Configurable catalog that allows you to determine what type of information to display for authenticated users Public catalog (i.e., open site catalog) accessible through a webpage Ability to support multiple catalogs based on audience (group association, user profile attributes, even specified users) through catalog access codes Ability to change catalog offerings on the fly per audience Ability to group or bundle courses together for easy enrollment Ability to set a lifecycle or subscription period for a course or bundle in the catalog Manage terms / time frames when courses are available in the catalog for learner enrollment Catalog calendar to easily find and enroll in classes Course catalog can be filtered by ILT properties (location, instructor, etc.) Add external courses to the main catalog Catalog allows online resources to be selected by learners Catalog has Featured Courses area Catalog allows for learners to rate courses Reporting Capabilities Real-time reporting Ability to create dashboards with graphic interface. Report can be run on demand through the LMS interface Reports can be scheduled and emailed to any valid email address Web-based reporting interface with results appearing in application workspace Report can be printed from application workspace without having to export Standard "out-of-the-box" reports Ability to alter "out-of-the-box" reports. Option to use filters for reports instead of having to create a new report Custom reporting capabilities Can report on all learning objects, including on-the-job training Wizard-driven report creation (for custom/adhoc reports) Ability to create drill down reports 7
  • 15. Functionality/Features Standard Optional Not Available Yes-No/Explanation Ability to export report data Report formats (browser view, .xls, .csv, .doc, .rtf, .pdf, etc.) Report on domains seperately as individual business units or learning audiences Report is filterable by groups Custom user fields are used in any report with user profile data Sort a report by fields (i.e. alphabetically or chronological) Pull reports for subordinates (but access is governed / flexible) Ability to build a new report and share with other users Report on learning plan progress across groups / globally Student transcripts (viewable and printable) Student certificates (e.g. for course or curriculum completion) Review / print a transcript (student accessible) that contains courses completed externally Data available via web services that can be used to integrate with other systems Communication & Collaboration Automated reminder notices via email Manage event communications by enabling or disabling as well as recipients easily through user interace Mass distribute communication to learners by domain Edit and manage content of notification message Ability to turn on or off notification events Online access to course materials (e.g. supplemental material) Fully integrated live webcasting and virtual meeting capabilities Web-based calendaring and scheduling (integration with Outlook) Ability to send emails to user's email address listed in their profile Create and launch WebEx events Identify multiple hosts per WebEx event Automatic register/de-register notification via email 8
  • 16. Nov 2 - 4, 2011 Las Vegas, NV Business Case-Current State Problem/Opportunity Statement Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 1
  • 17. Nov 2 - 4, 2011 Las Vegas, NV Options/Benefits Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 2
  • 18. Nov 2 - 4, 2011 Las Vegas, NV Cost Estimates Recommendation Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 3
  • 19. Nov 2 - 4, 2011 Las Vegas, NV Annual Cost Estimate Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Citizens Bank Page 4
  • 20. Nov 2 - 4, 2011 Las Vegas, NV Executive Project Committee Summary Project Business Case Options 1. Cost Summary Benefits 1. Recommendation Option Timeline Session 612 – ABCs of Selecting and Implementing a LMS – Mike Baker & Stacy Lindenberg, First Page 1 Citizens Bank