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An all-in-one document showcasing the top media placements and PR efforts for the year.

An all-in-one document showcasing the top media placements and PR efforts for the year.

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Expertus 2010 Clipbook Expertus 2010 Clipbook Document Transcript

  • ExpertusMedia Presence 2010
  • Table of ContentsFebruary...................................................................................................page 3 to 8March........................................................................................................page 9April..........................................................................................................page 10 to 15May............................................................................................................page 16 to 38June........................................................................................................... page 39 to 42July............................................................................................................page 43 to 45August.......................................................................................................page 46 to 49September.................................................................................................page 50 to 60October......................................................................................................page 61 to 64November..................................................................................................page 65 to 73December..................................................................................................page 74
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  • Validation by Metrics | Tom KellyFebruary 1, 2010 page 
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  • February 3, 2010Expertus Reveals Insightful Resource for Learning Organizations Looking toImplement a Learning Portal Practical Presentation Offers Real-life Examples and Explanations of Web 2.0 Learning PortalsExpertus (www.expertus.com), a global provider of services that optimize the business impact of learning,today released a presentation that explores Web 2.0 learning portals as a way to better reach employees,customers and external stakeholders. With a distinct focus on the extended enterprise, the presentation offersa view into what organizations are doing – and where they’re headed – using the power of learning portals. Toview it for free, visit http://www.brainshark.com/brainshark/vu/view.asp?pi=291378388.In a study conducted by Expertus and Training Industry, Inc., researchers found that within the next two years,45 percent of survey respondents plan to upgrade their existing learning portal and 14 percent plan to launch anew learning portal. Given the broad interest in this technology, Expertus created a presentation that exploresthe practical uses of portals. The 22-minute presentation, narrated by industry expert Kathleen Waid, offersresearch findings, definitions and real-life examples.“Learning portals have taken on a new definition and are no longer just a website for training,” said MohanaRadhakrishnan, VP of Client Services for Expertus. “Companies can jump right into on-demand, Web 2.0learning and effectively reach all learners if their portal is appropriately designed.”Expertus’ and Training Industry, Inc.’s “2009 Study on Learning Portals & Informal Learning Technologies”can be viewed at http://www.trainingefficiency.com/system/files/Survey-Results_Learning-Portals-Expertus_April09.pdf .Expertus also recently published a white paper that explores Web 2.0 learning portals as dynamic digitalenvironments that make learning more effective and accessible for channel partners and customers.“How to Boost Business Revenues with Learning 2.0 Portals” is available for free download at http://www.trainingefficiency.com/system/files/Boost-Revenues-Learning-2.0-Portals_Expertus_WP.pdf.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 
  • March 30, 2010Global Software Company Names Expertus Provider of Learning Logistics ServicesExpertus (www.expertus.com), a global provider of services that optimize the business impact of learning,today announced that it has been retained by a global software company to provide a variety of learninglogistics services to improve channel partner training. The project has already yielded great results, solidifyingExpertus’ expertise in strategic counsel, process management and implementation of learning programs.The worldwide organization was facing many challenges stemming from a decentralized learning processfor its channel partners. Through a comprehensive “clean sweep” approach, Expertus swiftly improvedinconsistencies, updated operations and work-flow processes, and coordinated roll-out events in globallocations to share new procedures. Short-term results already include cost reduction, increased user adoption,reduced risk and improved learner satisfaction.Expertus has made some far-reaching advancements, such as the introduction of operational reports toincrease efficiency and optimize costs; enhancement of training plans to generate on-demand reports on classcancellation, utilization rate, and investment analysis; and removal of data inconsistencies by reorganizing thedata structure in the LMS.Positive results of the collaboration include: Cost Reduction Increased Adoption Increased Visibility RiskMitigation Lower Total Cost of Ownership “An effective training organization positively impacts the largerbusiness more than some executives even realize,” said Ramesh Ramani, Founder and CEO of Expertus. “Thiscustomer is well aware that improved channel partner training will make a dramatic business impact andExpertus is able to deliver on that vision.” Expertus and the organization are also exploring other collaborationactivities, including consulting services and research about learners’ under-utilization of learning technology.Customers from a wide variety of industries tap Expertus for its learning-related products and services,including learning technology, training administration, content creation and deployment, Web 2.0 portals,infrastructure solutions and more.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 
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  • The Verdict on Learning Portals | Mohana RadhakrishnanApril 1, 2010 page 11
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  • April 7, 2010Expertus’ TrainingEfficiency.com Unveils Successful Webinars as StreamingPresentations through Learning Content Network Three New Webcasts Bolster Rich Library of Free Resources by ExpertusExpertus (www.expertus.com), a global provider of services that optimize the business impact of learning,today announced that it has expanded its collection of streaming presentations available through LearningContent Network, a Training Industry, Inc. Service (http://www.learningcontentnetwork.com/Home.aspx).Now, corporate training professionals have access to five informative presentations at TrainingEfficiency.com– Expertus’ learning management resources website. Topics focus on some of the most relevant issues learningorganizations face. The three newest additions are on-demand broadcasts of popular Expertus live webinars.All recordings are accompanied by presentation slides – and are available free-of-charge at: http://www.trainingefficiency.com/attend-web-events.With panelists such as respected analysts Josh Bersin and Doug Harward, and industry leaders includingMohana Radhakrishnan, the webinars offer useful information such as research results, case studies andapplicable strategies. More than 1,000 learning professionals attended the webinars with positive response.“The content in all of these presentations have received tremendous feedback from customers, analysts,attendees of our CLO roundtables and more,” said Ramesh Ramani, Founder and CEO of Expertus. “These richresources offer insights and recommendations that many learning leaders are happy to put into their arsenal.”In addition to being offered at TrainingIndustry.com, the three newest presentations are also available directlythrough Learning Content Network: • Numbers Don’t Lie - The Four Universal Truths for Learning Measurement Success: http://www. brainshark.com/expertus/vu?pi=302438168 • 9 Ways to Trim Operational Expenses to Fund Strategic Learning: http://www.brainshark.com/ expertus/vu?pi=116773962 • Secrets of Successful Learning Systems: http://www.brainshark.com/expertus/vu?pi=455050020The two other recordings are mini presentations (about 25 minutes), rather than full webinar re-broadcasts.They’re also available directly through Learning Content Network: • Learning Portals - Maximizing Your Training Reach: http://www.brainshark.com/brainshark/vu/view. asp?pi=291378388 • Learning Operations on a Shrinking Budget: http://www.learningcontentnetwork.com/title. aspx?pid=402388968 page 1
  • “The Learning Content Network is pleased to partner with Expertus to bring presentations like this to thetraining community,” said Doug Harward, president and CEO of Training Industry, Inc. “I would be so bold tosay four hours with these presentations may advance some learning leaders’ way of thinking by years.”Customers from a wide variety of industries tap Expertus for its learning-related products and services,including learning technology, training administration, content creation and deployment, Web 2.0 portals,infrastructure solutions and more.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free 1-877-827-8160. page 1
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  • Marketing Learning the United Way | Gordon JohnsonMay 1, 2010 page 1
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  • Turbo Charge Rep Learning | John SchnebleMay 1, 2010 page 20
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  • The Do’s and Don’ts of Pitching New Technology to Executive Management | KathleenMay 1, 2010Waid page 2
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  • **The press release ran on Yahoo! Finance for the United States.May 3, 201068% of Training Professionals Report Their Learners Would Give Their LearningTechnology a Grade of C or BelowExpertus (www.expertus.com), a global provider of services that optimize the business impact of learning,today announced the results of a recent poll conducted among learning leaders. The results found that awhopping 68 percent of learning professionals believe their learners would give their learning technology agrade of C or below.The poll, which was conducted in March, consisted of one-question: What grade would your learners give toyour learning technology that they interact with? With more than 70 responses, there was a clear inclinationtowards the failing grades, with the results as following:-- A 15%-- B 17%-- C 37%-- D 20%-- F 11%“This poll was very revealing in that we asked learning leaders to put themselves in the shoes of their learnersand they are seemingly honest about the improvements that need to be made in their learning technology,”said Ramesh Ramani, founder and CEO of Expertus. “Due to the nature of the poll, we didn’t have theopportunity to dig deeply into what was causing the poor grades, but this shows an obvious gap that needs tobe filled by technology that improves the learning experience.”To weigh in on future polls, subscribe to Expertus’ email newsletter “Smart Tips for Learning Executives” on anypage at www.expertus.com. To view results from a wide variety of other surveys conducted by Expertus, pleasevisit http://www.expertus.com/insights/Survey-Results.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 2
  • **The press release ran on Yahoo! Finance for the United States.May 5, 2010Expertus Appoints Learning Industry Expert Jim Hanlin as Vice President of ContentStrategies & Solutions Hanlin Brings Over 30 Years of Experience and Insights to Executive TeamExpertus (www.expertus.com), a global provider of services that optimize the business impact of learning,today announced the recent appointment of Jim Hanlin as vice president of content strategies & solutions.In his role, Hanlin will focus on the growth and promotion of Expertus’ robust content services using theirproprietary SmartContent™ methodology and F.I.T™ learning strategy.Hanlin is charged with bringing to market a fresh approach to content services. The comprehensiveSmartContent™ methodology employs proven instructional design and content development processes, bestpractices, and learning analytics techniques. To round out its content services, Hanlin has created the F.I.T™learning strategy to illustrate how content fits into the bigger picture of learning. F.I.T™ integrates formallearning, informal learning and technology, accurately addressing the way blended learning occurs in today’sorganizations.“Jim offers a seasoned perspective with a cutting-edge approach and we’re lucky to utilize his decades ofexperience as we continue to grow,” said Ramesh Ramani, founder & CEO of Expertus. “He truly understandshow to deliver businesses a comprehensive package that marries exceptional content services with enablinglearning technology.”Before joining Expertus, Jim served as chief operating officer for Training Industry, Inc., an organizationthat provides market intelligence, best practices, and research on learning and facilitates partnershipsbetween corporations and leading training providers. At Training Industry, he consulted with major U.S. andinternational training companies on market positioning and strategy and business development.During his career, Jim has served as a senior administrator at a community college, director of education for aprofessional engineering association, and has founded and served as president and a member of the board ofdirectors for three companies focusing on the development of corporate learning strategy and custom trainingprograms. He has been an instructor for numerous corporate education programs, served as an adjunct facultymember for a community college, and taught graduate level courses in adult and community education.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 2
  • **The press release ran on Yahoo! Finance for Canada and the United States.May 11, 2010Expertus Promotes John Schneble to Lead Roll-Out of Social Learning Platform Schneble Significantly Grows His Role; Continues to Advance the Adoption of Web 2.0 Learning TechnologyExpertus (www.expertus.com), a global provider of services that optimize the business impact of learning,today announced that John Schneble has been named product director of technology solutions. In this role,Schneble will lead the marketing of Expertus’ flagship product suite, overseeing market research, positioning,pricing and proposals related to Web 2.0 learning and other technology products.Expertus leads the marketplace in offering a dynamic, social learning platform that helps corporations buildsustainable competitive advantage -- by educating employees, customers and business partners faster, easierand more collaboratively than ever. Expertus’ product suite transcends enterprise technology limitations andorganizational boundaries while providing a learning and performance ecosystem that blends formal andinformal learning with a web-based community into a cohesive, personalized online environment.Schneble joined Expertus in 2007 as a director of strategic accounts. He offers more than 17 years ofexperience in the learning and technology fields, previously working with organizations such as GlobalKnowledge and Productivity Point International. During his career and with Expertus, John has workedwith numerous national and international organizations, such as Microsoft, GlaxoSmithKline and NorthropGrumman, to optimize their learning operations and technologies. He has an extensive background in learningmanagement systems, authoring platforms and knowledge management across a wide swath of industries.“John has a keen eye for what businesses need to align their learning needs with the objectives of the largerorganization,” said Ramesh Ramani, founder & CEO of Expertus. “Successful learning organizations requirea balance of business acumen, learning industry knowledge and a deep understanding of technology, all ofwhich John can effectively address through his rare skill set.”For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 2
  • **The press release ran on Yahoo! Finance for the United States.May 13, 2010Expertus Honored by Bersin & Associates for Vendor InnovationExpertus (www.expertus.com), a global provider of services that optimize the business impact of learning,today announced that it has received an honorable mention for Vendor Innovation in Learning and TalentManagement in Bersin & Associates’ Learning Leaders Program for 2010.Expertus entered the awards competition with its dynamic social learning platform that helps corporationsbuild sustainable competitive advantage -- by educating employees, customers and business partners faster,easier and more collaboratively than ever. According to Bersin & Associates, analysts were compelled to honorExpertus for its demonstration of the “right stuff” that makes a Learning Leader.“It’s always a pleasure to be acknowledged by influential leaders in the industry and we hold Josh Bersin andhis talented team in high regard,” said Ramesh Ramani, founder and CEO of Expertus.Customers from a wide variety of industries tap Expertus for its learning-related products and services,including learning technology, training administration, content creation and deployment, learning consulting,infrastructure solutions and more.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 2
  • May 15, 2010Ticker UpdateJohn Schneble promoted to Project Director http://investing.businessweek.com/research/stocks/people/people.asp?ticker=TSAN:US page 0
  • Social Learning Platform | ExpertusMay 17, 2010A dynamic social learning platform that helps corporations build sustainable competitive advantage - byeducating employees, customers and business partners faster, easier and more collaboratively. A solutionthat transcends enterprise technology limitations with a learning ecosystem that blends formal, informal andcollaborative learning. page 1
  • **The press release ran on Yahoo! Finance for the United States.May 17, 2010Expertus Wins Bronze Brandon Hall Learning Technology Award for “Best Advancein Social Learning Technology”Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,today announced that it has received the Bronze Medal from the 2009 Brandon Hall Excellence in LearningTechnology Awards. Expertus earned the honor in the category of “Best Advance in Social LearningTechnology.”Expertus entered the awards competition with its dynamic, social learning platform that helps corporationsbuild sustainable competitive advantage – by educating employees, customers and business partners faster,easier and more collaboratively than ever.“We continue to receive accolades from customers, peers and learning pundits such as Brandon Hall aboutour strides in marrying technology with social learning,” said Ramesh Ramani, founder and CEO of Expertus.“Expertus proudly offers technology that effectively captures the critical element of social learning and makesa dramatic impact on the whole business.”The Brandon Hall Excellence in Learning Technology Awards are presented by Brandon Hall Research, one ofthe leading research firms in training and development. The Learning Technology Awards program showcasesinnovations in the products in the marketplace for creating and managing learning, talent, and performance.“These outstanding tools and systems propel the learning profession forward,” said Brandon Hall, Ph.D.,chairman of the Awards program. “These innovative products let customers make learning faster, better, andeasier.”The entries were evaluated by independent judges around the world. Expertus’ win was announced onThursday, April 29. The winners are listed at www.brandon-hall.com .Customers from a wide variety of industries tap Expertus for its learning-related products and services,including learning technology, training administration, content creation and deployment, learning consulting,infrastructure solutions and more.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 2
  • **The press release ran on Yahoo! Finance for Canada, the United States, the UK and Ireland.May 19, 2010Expertus Makes “Top 20 Companies in the Training Outsourcing Industry” forFourth Consecutive Year TrainingIndustry.com’s Annual List Recognizes Companies That Are Shaping the BPO LandscapeExpertus (www.expertus.com), a global provider of services that optimize the business impact of learning, todayannounced that it has been named one of Training Industry, Inc.’s “Top 20 Companies in the Training OutsourcingIndustry,” for the fourth consecutive year. In 2006, Expertus was selected as an Emerging Outsourcing Leader. The “Top20” list is built each year to help buy-side companies make informed decisions and improve the costs and quality oflearning services that they procure.“This award really holds merit because of its creative selection approach based on where the industry is headed,”said Ramesh Ramani, founder and CEO of Expertus. “It is with great pride that we continue to be named among otherorganizations that are also progressive and thoughtful about training outsourcing.”The “Top 20” list recognizes the leading training outsourcing companies for their high quality services and comprehensivecapabilities. All have demonstrated expertise and experience in managing major business process outsourcing (BPO)engagements as well as creating a significant impact on the industry.Training Industry, Inc. assessed the leading companies in the training industry to determine those best suited for world-class outsourcing engagements. This year, they contacted hundreds of companies to assess their expertise, experience,and capabilities. Selection to this year’s “Top 20” list was based on the following criteria: -Breadth and quality of the training services provided -Industry visibility, innovation and impact -Commitment to the training outsourcing industry -Strength of clients -Geographic reach -Experience in serving the market -Company size and growth potential“Expertus is recognized consistently because of their ability to make a measurable impact on their customers’ businessesand their ability to apply innovative project processes,” said Doug Harward, president and CEO of Training Industry, Inc.“Expertus has evolved from an emerging leader to a frontrunner in the training outsourcing space in less than five years,and deserves recognition for the fine work that’s being done.”For details on Training Outsourcing, Inc.’s Top 20 list, go to http://trainingoutsourcing.com. For more information onExpertus, log on to http://www.expertus.com or call 877-827-8160.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s 500+ learningmanagement professionals have defined and implemented plans, processes and technologies that transform training organizations -- creatingmeasurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips, EMC, Honeywell and Lockheed Martin.Every day at these and other companies, more than a million employees, customers and business partners are educated as a result of Expertus’innovative business strategies, outsourcing services and technology-rich solutions. Based in Silicon Valley, Expertus serves its clients from offices inthe US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 
  • The Abundant Value Proposition of Learning 2.0 Portals | Gary BragarMay 19, 2010In my February 11 blog on “The Buzz about Learning 2.0 Portals,” I referenced research conducted by Expertusand Training Industry, Inc., which found that within the next two years, 45 percent of survey respondents planto upgrade their existing learning portal and 14 percent plan to launch a new learning portal. And based on theresults of a Learning BPO research study I recently launched, this comes as no surprise as the value of learningportals is becoming increasingly clear.Learning 2.0 portals have a lot of functionality and can deliver significant benefits to the end-user companyand its employees. Here is just a sampling of what I found to be noteworthy capabilities per a recent demo ofExpertus’ customizable, web-based, social learning platform: • The ability to consolidate learning information from what may be multiple legacy systems into one portal to view: « All mandatory company training programs along with due dates, a brief description and time required, and a click-of-a-button launch of a selected training program « Recommended learning and ratings by peers who have already taken programs. Imagine the value of this, for example, to a salesperson who has to quickly learn about a new product for an upcoming meeting with a prospect « The latest blog on topics related to specific interest areas or job functions • The ability to obtain insights from and ask questions of peers via a chat feature within the portal • The ability to access subject matter experts 24 x 7 – via the portal – for assistance when new learning programs are launched and a question arises. Imagine…no more needing to determine who to email or call and then waiting for a response, or getting caught in an IVR menu jungle • The ability to link training to talent management and create career paths and development plans, etc.Need tangible proof of the value of learning 2.0 portals? One Expertus client achieved in four months a 388percent increase in course registration volume, a 178 percent increase in new courses offered, and an increaseof 123 percent for new learner registrations.Of course there are many learning 2.0 portal providers in today’s marketplace, including Norway-basedEdvantage Group which just yesterday announced a contract to provide a learning portal for MOT. MOTis an educational organization working with young people in Norway and South Africa to improve schoolenvironments via social learning methods such as peer-to-peer communication, exercises, stories, role playingand dialogues with other young people.A word of advice here to buyers. If/when you decide to implement a learning 2.0 portal, don’t pick a providerbased solely on its technology offering, as technology is only as good as it is used. You’ll want a provider thatcan teach you how to or manage for you: 1) putting all the different learning environments, curricula and socialnetworking functionality into the portal; 2) ensuring that content is continually updated; and 3) communicatingthe value of the portal throughout the enterprise, and conducting virtual learning demonstrations on how touse and best leverage the portal. page 
  • You’ll also want to make decisions on other portal-based aspects such as whether you want to provide allemployees with unlimited access to learning or add in certain restrictions, whether all courses will be free orsome will be fee-based, etc. A savvy learning provider can guide you through these types of decisions and buildthem into the system for you, as required.Have you implemented a learning 2.0 portal? If so, I’d very much like to hear comments on your experiences,what worked well, what didn’t, what challenges you encountered, how the portal has been received by youremployee base, the value you’ve achieved to date, etc. page 
  • May 21, 2010People on the MoveFinancialSan Jose-based Intacct Corp. named Larry Blair vice president of professional services. Hewas president of Riveli Consulting, and before that led global sales operations for MercuryInteractive Corp. He also worked for a number of companies, includingDigitalThink Inc. and Nortel Networks Inc.Palo Alto-based Stanford Federal Credit Union named Joan Opp president andCEO, and said incumbent John R. Davis is retiring after 14 years with the creditunion. Opp brings 15 years of executive-level management and accountingexperience to Stanford CU. Since 2002 she was CFO at Texas Trust Credit Union.Before that she was a partner with the CPA Firm of Clifton Gunderson LLP.Sensiba San Filippo LLP promoted Jeffrey Stark, Kevin Strain and Stephanie Tsiagkas to partner.Stark and Tsiagkas will be based in the firm’s San Jose office, while Strain will be based inthe firm’s San Mateo office. Stark specializes in serving venture-backed technology companies and assistingwith industry-relevant issues including revenue recognition, equity and stock option accounting and financialreporting. Prior to joining Sensiba San Filippo, he was president and co-founder of Ignyte Technology, Inc.Tsiagkas manages audit and financial reporting engagements, primarily for venture-backed technology andventure capital firms.Honors & awardsThe Bay Area Council of the Boy Scouts of America named Alan Olsen, managing partner ofGreenstein, Rogoff, Olsen & Co. LLP in Fremont, businessman of the year. Olsen has servedin the Bay Area Council where he is a cub master and chairs the annual “Friends of Scouting”fundraising campaign.LearningsMountain View-based Expertus Inc. named Jim Hanlin vice president of contentstrategies & solutions. He was formerly COO of Training Industry Inc., and hehas also been an educator. The company also named John Schneble productdirector of technology solutions. Schneble joined Expertus in 2007 as a directorof strategic accounts and has more than 17 years of experience in the learningand technology fields, previously working with organizations such as GlobalKnowledge and Productivity Point International. page 
  • LegalFenwick & West LLP said Jeffrey M. Bloom has joined as partner and will lead the InvestmentFund Formation Practice in the firm’s Mountain View office. He joins from Capital Dynamics, anasset management firm focused on private equity. He was also CFO for Storm Ventures and wasa partner with Wilson Sonsini Goodrich & Rosati. He began his legal career as a tax attorney inNew York at Paul, Weiss, Rifkind,Wharton & Garrison LLP.OnlinePalo Alto-based Imvu Inc. named David Fleck vice president of marketing. The company saidhe is a 23-year technology industry veteran. He was formerly VP of marketing and businessdevelopment at Linden Lab’s Second Life, and also worked at companies that include OpenwaveSystems Inc.Campbell-based Move Inc. named Dan Mohler vice president of advertising sales. Most recently,Mohler was VP of sales at Comcast Interactive Media.RealtyColdwell Banker Residential Brokerage said John F. Major joined the company as a sales associatein its North Los Gatos office. Major formerly worked at Netflix Inc. as a marketing representative.StaffingMilpitas-based Lighthouse Management Group Inc. has added A.J. Thomas to its businessdevelopment unit. She was most recently with Iron Mountain Inc. where she was responsiblefor managing North American human resources operations and initiatives. She also operates anonprofit, Entre Worldwide, which mentors young entrepreneurs in underprivileged areas.TechnologySan Jose-based Symmetricom Inc. named Juan Dewar executive vice president, worldwide salesand services. Most recently he was vice president, worldwide sales at WildChargeInc., and also worked at companies that include Sun Microsystems Inc.Fremont-based Accell Corp. named Anders Peterson vice president of sales forNorth America, K.Y. Tsai vice president of marketing, and Steven Affonso directorof channel sales. In addition to his role as vice president of sales for Accell’s parentcompany, BizLink, Peterson will oversee the North American sales and businessdevelopment for Accell. While remaining VP of marketing for BizLink, Tsai joinsAccell to oversee the companies’ marketing and product development efforts. page 
  • VirtualizationMenlo Park-based Pano Logic Inc. named James Buzzard vice president, product marketing. Buzzard hasheld posts at companies that include IBM Corp., where he managed marketing and solution portfolios for itsworldwide health care, pharmaceuticals and life sciences division.AppSense Inc. named David Roussain vice president of business development. The company, which hasoperations in New York and Palo Alto, said he has more than 25 years of experience in marketing and businessdevelopment. Most recently he was group vice president at Citrix Systems Inc., and he also worked forcompanies that include Hewlett-Packard Co. page 
  • **The press release ran on Yahoo! Finance for the United States.June 9, 2010New ExpertusONE Social Learning Platform Launches as Game-Changing SolutionThat Unifies All Enterprise TrainingAnalysts Tout ExpertusONE as Answer to Longstanding Challenges in Enterprise Learning With a New Paradigm in Learning TechnologyExpertus (www.expertus.com), a global provider of products and services that optimize the business impactof learning, today announced the launch of ExpertusONE™ (http://www.expertus.com/capabilities/Learning-Solutions/ExpertusONE-Social-Learning-Platform), a revolutionary new social learning platform that bringstogether formal, informal, and collaborative learning for all audiences across the enterprise -- employees,customers and channel partners.“ExpertusONE represents a new breed of corporate training platforms,” said Josh Bersin, president of Bersin &Associates, the leading analyst and advisory firm in enterprise learning and talent management. “ExpertusONEintegrates the world of formal learning management systems (LMS) with a complete and open solution formany of the modern features needed in today’s informal learning environment, including document sharing,ranking and rating of content, federated search, relevance and topic sorting, notification of content changesand more.”Working in collaboration with Fortune 500 companies, analysts and industry leaders, Expertus builtExpertusONE to be a social learning platform that addresses the greatest challenges facing enterprise learning,including global learning audiences, disparate learning technologies and legacy learning systems that lackrelevance.ExpertusONE tackles these challenges in three simple ways: 1. ExpertusONE is a comprehensive one-stop platform that brings together formal, informal and collaborative learning into a single, highly accessible and intuitive interface. 2. ExpertusONE provides learners, throughout the enterprise and extended enterprise, with a just-in- time resource to support ALL learning and performance needs. 3. ExpertusONE’s Web 2.0 technology is scalable and adaptable enough to integrate legacy systems throughout the enterprise, including multiple LMSs, CRMs, CMSs, and various HR and talent systems.The result is ExpertusONE, delivering sustainable competitive advantage by helping organizations leveragethe collective expertise of their extended enterprise, build deeper connections with customers and channelpartners, and facilitate meaningful collaboration. The Web 2.0 technology creates a dynamic user experiencethat is personalized to the individual learner and how they work. Learn more at http://www.expertus.com/capabilities/Learning-Solutions/ExpertusONE-Social-Learning-Platform.“With more than a decade of insight into the evolution of the learning technology market, we createdExpertusONE to bring a game-changer to the marketplace,” said Ramesh Ramani, founder and CEO of Expertus(www.expertus.com). “ExpertusONE swiftly addresses the nagging challenges that have been costing page 
  • organizations significant amounts of time, money and frustration over the years, and can build sustainabilitywithin a business by changing the learning paradigm.”For information on Expertus or ExpertusONE, please visit www.expertus.com or call John Schneble at704.604.8150.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 0
  • June 15, 2010New Products: WEB 2.0: Integrating Social LearningExpertus, a global provider of products and services that optimize the business impact of learning, haslaunched ExpertusOne, a social learning platform that brings together formal, informal, and collaborativelearning for all audiences across the enterprise: employees, customers and channel partners.Working in collaboration with Fortune 500 companies, analysts and industry leaders, ExpertusOne is a sociallearning platform that addresses the greatest challenges facing enterprise learning, including global learningaudiences, disparate learning technologies and legacy learning systems that lack relevance.It tackles these challenges in three simple ways: 1. It is a comprehensive one-stop platform that brings together formal, informal and collaborative learning into a single, highly accessible and intuitive interface. 2. It provides learners, throughout the enterprise and extended enterprise, with a just-in-time resource to support ALL learning and performance needs. 3. Its Web 2.0 technology is scalable and adaptable enough to integrate legacy systems throughout the enterprise, including multiple LMSs, CRMs, CMSs, and various HR and talent systems.For more information, visit the Website www.expertus.com. page 1
  • June 21, 2010News and Views On Real-Time Unified CommunicationsNews in BriefE-Learning company Expertus announced the launch of ExpertusONE, a new social learning platformthat brings together formal, informal, and collaborative learning for all audiences across the enterprise– employees, customers and channel partners. ExpertusONE offers customized learning environments thatinclude communities of practice, expert networks, mentoring, personalized development plans, trainingcatalogs, course ratings, and instructional materials.Here’s what Alan thinks: It takes some chutzpah to introduce a new Learning Management System (LMS) in2010, after a time of industry consolidation and buyer confusion. But what Expertus has here is a cloud-based,state-of-the-art LMS without the legacy issues faced by competitors like Saba, Plateau, SumTotal, and others.I like the looks of how it integrates with existing LMS platforms to provide new social media capabilities notpresent in some of the other platforms – and I also like the hosted services approach.RHUB Communications intro’d TurboMeeting 4.2, the company’s flagship collaboration appliance software. Theweb conferencing appliance features include multipoint camera capability (for both PC and Mac), allowing aweb conference host to enhance the connection between participants by displaying webcam images of up tofour attendees at once. The new version also includes complete Outlook integration, a High Availability Backupoption for mission-critical collaboration sessions, seminar registration (for capturing attendee contact info priorto the beginning of any seminar), seminar polling, and advanced LDAP directory integration. The company alsoadded three appliances targeted at the mid- sized enterprise and increased the capacity of enterprise-levelofferings.Wainhouse Research is running its annual Unified Communications survey, which asks about how yourorganization has deployed its unified communications and collaboration solution. Completing the surveyshould take between 5 - 8 minutes. Everyone completing the survey will be entered into a drawing for TEN $50amazon.com gift certificates to be awarded separately, and will be emailed an invitation to download selectedhighlights of the survey results. IF you are an end user of unified communications solutions and would like toparticipate, take the survey here.Emblaze-VCON, while struggling in North America, has added Dynamic Communications as a distributor forSouth Africa (the country that is so much in the news these days). In an unrelated announcement Emblaze-VCON was selected for a large project with China Trancomm Technologies, a Chinese governmental companydealing with transportation.Wainhouse Research co-founder Marc Beattie was recently part of a panel discussion on collaboration onBloomberg BusinessWeek. Check it out. page 2
  • Put Leadership Training on the Front Burner | Lynn TaylorJuly 30, 2010 The recession prompted corporations to cut leadership programs, and the deficiency will show up—in their bottom linesWhen organizations worldwide took belt-tightening measures after the recession officially began in December2007, training in general was on the chopping block—and along with it went leadership training. In a 2008study conducted by learning service firm Expertus, 48 percent of the 84 corporate and government trainingprofessionals surveyed reported they were slashing their 2009 training budgets. That was up from 41 percentthe previous year.As the recession progressed, organizations continued cutting these programs. A 2009 article in The NationalLaw Journal noted: “Leadership consultants said that firms are reducing leadership training, scaling back earliertraining commitments.”Now that the economy is showing signs of strength, it’s time to bring back leadership training.KEEPING WEEDS IN CHECKA protracted lack of training is much like a neglected garden; ultimately, weeds stifle and choke organizationalgrowth. Over the past three years, job insecurity and economic uncertainty have dampened morale. Add tothat the lack of leadership training and cohesive guidance from top management, and you have a double drainon productivity.During lean times, managers have been in crisis mode, not taking the time to motivate or follow the corporatevision, but rather maintaining the status quo instead. People skills have fallen to last place on the priority list,and the company vision broadcast in 2006 is stated nowhere but on some dusty rolled-up poster.Now imagine how a new leadership training program, even a modest one, can provide much-neededmanicuring to the untended garden. Your chief executive—the landscape architect—should initiate the effortvia a vision of growth and innovation and ultimately, greater profits.WHEN RESULTS CAN BE IMMEDIATEOrganizations may have cut funds for training, but they may not be able to afford putting it off forever. Perhapsthe myth still exists that leadership training is a costly, time-consuming measure with only long-term gain—when in fact, relatively low-cost measures can reap immediate results.For example, you could give a one-day workshop on strategic growth initiatives, motivating staff throughenhanced communications or improving skills for virtual-team leadership. Sure, this will mean time spentplanning the workshop and perhaps money invested in hiring an outside facilitator, but it could contribute tothe bottom line in hours. A motivated salesperson, invigorated by a sales manager’s genuine public praise onemorning, can easily precipitate a sales spike that afternoon.Other good subject matter for leadership training sessions includes: implementing career pathing for page 
  • employees; setting objectives and expectations and monitoring them among staff; delegating tasks to others;team building and creating a sense of community; mentoring and helping teams maximize their potential; andestablishing alignment with business and personal goals.These days, businesses have a segment of employees inspired to work only because they want to keep theirjobs. But as employment improves, survival won’t be enough to compel them to leap out of bed in themorning.A KEY TO INVIGORATING EMPLOYEESLeaders must know how to motivate their teams to work for mutual success and the larger success of thecompany. Even with the economy still faltering, more progressive companies are considering restartingleadership training. They recognize it as a wise investment in creating an invigorated workforce.Researchers from Harvard and McGill universities carried out a six-year global study of companies that soughtimproved working conditions at all levels of their business and managed to be profitable at the same time.The researchers found that these companies—ranging in size from small outfits of 27 employees to Fortune 50corporations of 126,000—knew how to support leadership at every level and how to listen to employees.One company, Costco, found that developing the skills and talent of its employees helped recruitment andimproved the long-term quality of management.Managers must include interpersonal intelligence in their leadership tool kit. They must demonstrate that theyare trustworthy and transparent. In numerous studies conducted by our own firm, the “trust gap” between theboss and employee is clearly evident. But the trust gap can be reset.You can initiate the charge for leadership training in your company. Components of such a program mayinclude the following:• Connecting with staff. Managers need good communication and emotional-intelligence skills—sensitivity topeople’s feelings and the ability to work through those feelings. Whereas many managers will do anything toavoid conflict, emotionally intelligent ones thrive on confronting situations and resolving them.• Making managers better coaches and mentors. Leaders should be trained by senior management and HR onhow to guide employees in their career development. Managers should carefully review policy manuals anduphold expected “good character” standards and serve as role models for other employees. That also meansbeing open to suggestions and genuinely appreciating diverse opinions.• Listening and giving feedback. When designing a training program, solicit managerial input as much aspossible. Ask frontline employees for their insights on what kind of corporate learning would make thecompany more competitive, for example. Customer-facing employees possess a treasure trove of data thatis rarely mined sufficiently. If a client expresses interest in a modification to a product or service—but yourrepresentative feels like a cog in a wheel who is too junior to act on such “high level” input—it can mean lostrevenue opportunities. In one study our firm commissioned, 93 percent of employees said that job satisfactionimproves when managers are receptive to new ideas and approaches.• Having a clear vision. Make sure leaders understand the corporate vision and can enlighten employeesabout it. If the company wants to focus on its hometown roots instead of its global capabilities, for example,leadership training should outline that plan. If the company’s mission is stated clearly and often, it will helpguide employees in their thinking and create a sense of purpose. page 
  • • Understanding how parts make up the whole. Leaders need to learn how to communicate the company’sbig ideas and objectives to workers and to commend individuals for their contributions toward goals. Forexample, a manager might say, “Your data mining project is really helping to increase sales, because wecan now target users with advertising better than ever before.” By keeping employees in the loop, leadersconstantly uplift and engage staff.Companies that weed out bad practices and nourish new leaders will see renewed growth, yielding aflourishing landscape of profits. page 
  • August 9, 2010ExpertusONE Social Learning Platform Solves Issues With Irrelevant, Hard-to-AccessChannel Partner Training for Major Software CompanyGlobal software companies are increasingly reliant on a network of partners to sell their products, so revenuesand profits deeply depend on resellers’ collective product knowledge and sales skills. However, a commonchallenge for learning organizations is finding effective ways to provide relevant, accessible information to thiscritical set of learners. Expertus, a global provider of products and services that optimize the business impactof learning, recently announced the launch of ExpertusONE to help address this issue.ExpertusONE (www.expertusone.com (http://www.expertusone.com) ) is a revolutionary new social learningplatform that brings together formal, informal and collaborative learning for all audiences across the enterprise-- employees, customers and channel partners.A well-trained channel partner sales force has numerous potential benefits, including increased trainingrevenue, product sales, and up-selling and cross-selling; reduced support costs, channel salesperson turnover,and cost of sales; improved time-to-market, win ratios, and customer loyalty; and shortened sales cycles.“A traditional LMS cannot support the fast-paced needs of a channel sales force, and just-in-time learning isthe only way to keep the extended enterprise educated,” said Ramesh Ramani, founder and CEO of Expertus.“ExpertusONE answers the call, offering a learning ecosystem where relevant information can be organized anddramatically presented to learners based on their needs, maximizing relevance and usability.”A multinational software organization was an early adopter of ExpertusONE, and even helped in itsdevelopment. A full case study has just been published here: http://www.expertus.com/Results/Case-Files/Social-Learning-Ecosystem-Strengthens-Software-Reseller-Relationships (http://www.expertus.com/Results/Case-Files/Social-Learning-Ecosystem-Strengthens-Software-Reseller-Relationships) .The organization partnered with Expertus to create a single, engaging learner experience for its more than3,000 channel partners, but it couldn’t be one-size-fits-all. Its distributors and resellers generate softwarerevenue on every continent in the world and the new platform had to account for major variations in language,product-focus, region and industry. Their criteria included:1. Support a diverse, global audience with content delivered in 13 regional views and 10 localized languages.2. Integrate training offered through four unrelated enterprise systems into one centralized learningenvironment.3. Provide on-demand 24/7 worldwide access to virtual training and e- learning content that could be accessedregardless of bandwidth constraints, both within a reseller environment and in the various countries in whichthey operate.4. Incorporate meaningful social elements, such as interactive course ratings and comment capabilities, soresellers could share opinions and collaborate with other channel partners.5. Ability to automatically assign learning paths to resellers based on the role, geography, industry vertical andproduct authorization. Since the resellers’ roles changed quickly or in many cases had “matrixed” roles, thisplan had to be dynamically calculated and displayed. page 
  • Despite an aggressive timeline, Expertus delivered a flexible and scalable global reseller environment. Thecustomer is now able to globally share critical new product information and personalized training plans content-- quickly and easily -- all under one platform. Most importantly, the time it takes to roll out new training hasdecreased by 30-40 percent.In addition, usage statistics indicate a growing reseller reliance on the new platform as a central learningresource. Within one year after the launch of ExpertusONE, the organization experienced:“We ended with an innovative solution that transformed how our channel partners learn in a very shortamount of time,” said a senior manager with the company. “ExpertusONE brings together learners into a singleecosystem and delivers a knowledgeable sales force -- that’s no easy feat.”To learn more about Expertus or ExpertusONE, please visit www.expertus.com (http://www.expertus.com) orcall John Schneble at 704.604.8150.About ExpertusExpertus is the leading global provider of software and services that optimize the business impact of learning. For more than adecade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies thattransform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services andtechnology-rich solutions.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 
  • August 9, 2010ExpertusONE Social Learning Platform Solves Issues With Irrelevant, Hard-to-AccessChannel Partner Training for Major Software CompanyGlobal software companies are increasingly reliant on a network of partners to sell their products, so revenuesand profits deeply depend on resellers’ collective product knowledge and sales skills. However, a commonchallenge for learning organizations is finding effective ways to provide relevant, accessible information to thiscritical set of learners. Expertus, a global provider of products and services that optimize the business impactof learning, recently announced the launch of ExpertusONE to help address this issue.ExpertusONE (www.expertusone.com (http://www.expertusone.com) ) is a revolutionary new social learningplatform that brings together formal, informal and collaborative learning for all audiences across the enterprise-- employees, customers and channel partners.A well-trained channel partner sales force has numerous potential benefits, including increased trainingrevenue, product sales, and up-selling and cross-selling; reduced support costs, channel salesperson turnover,and cost of sales; improved time-to-market, win ratios, and customer loyalty; and shortened sales cycles.“A traditional LMS cannot support the fast-paced needs of a channel sales force, and just-in-time learning isthe only way to keep the extended enterprise educated,” said Ramesh Ramani, founder and CEO of Expertus.“ExpertusONE answers the call, offering a learning ecosystem where relevant information can be organized anddramatically presented to learners based on their needs, maximizing relevance and usability.”A multinational software organization was an early adopter of ExpertusONE, and even helped in itsdevelopment. A full case study has just been published here: http://www.expertus.com/Results/Case-Files/Social-Learning-Ecosystem-Strengthens-Software-Reseller-Relationships (http://www.expertus.com/Results/Case-Files/Social-Learning-Ecosystem-Strengthens-Software-Reseller-Relationships) .The organization partnered with Expertus to create a single, engaging learner experience for its more than3,000 channel partners, but it couldn’t be one-size-fits-all. Its distributors and resellers generate softwarerevenue on every continent in the world and the new platform had to account for major variations in language,product-focus, region and industry. Their criteria included:1. Support a diverse, global audience with content delivered in 13 regional views and 10 localized languages.2. Integrate training offered through four unrelated enterprise systems into one centralized learningenvironment.3. Provide on-demand 24/7 worldwide access to virtual training and e- learning content that could be accessedregardless of bandwidth constraints, both within a reseller environment and in the various countries in whichthey operate.4. Incorporate meaningful social elements, such as interactive course ratings and comment capabilities, soresellers could share opinions and collaborate with other channel partners. page 
  • 5. Ability to automatically assign learning paths to resellers based on the role, geography, industry vertical andproduct authorization. Since the resellers’ roles changed quickly or in many cases had “matrixed” roles, thisplan had to be dynamically calculated and displayed.Despite an aggressive timeline, Expertus delivered a flexible and scalable global reseller environment. Thecustomer is now able to globally share critical new product information and personalized training plans content-- quickly and easily -- all under one platform. Most importantly, the time it takes to roll out new training hasdecreased by 30-40 percent.In addition, usage statistics indicate a growing reseller reliance on the new platform as a central learningresource. Within one year after the launch of ExpertusONE, the organization experienced:“We ended with an innovative solution that transformed how our channel partners learn in a very shortamount of time,” said a senior manager with the company. “ExpertusONE brings together learners into a singleecosystem and delivers a knowledgeable sales force -- that’s no easy feat.”To learn more about Expertus or ExpertusONE, please visit www.expertus.com (http://www.expertus.com) orcall John Schneble at 704.604.8150.About ExpertusExpertus is the leading global provider of software and services that optimize the business impact of learning. For more than adecade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies thattransform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services andtechnology-rich solutions.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 
  • September 2, 2010Expertus Collaborates With Bersin & Associates to Unveil First of Four Web-Based“Reality Checks” for Learning Executives Free Two-Minute Self Assessments Produce Quick Performance Snapshots and Allow Learning Executives to Benchmark Their Learning OrganizationsExpertus (www.expertus.com ), a global provider of software and services that optimize the business impactof learning, today announced the launch of Expertus Learning Reality Checks, an innovative series of two-minute online assessments for corporate learning leaders. The Reality Checks are designed to help trainingorganizations gauge how they are performing in comparison to other organizations in key areas of learningmanagement. Available today, the first Reality Check looks at how learning aligns with enterprise businessgoals -- a universal challenge among learning executives (http://www.expertus.com/realitycheck/survey.php?&sid=1).Reality Check results and recommendations are based on findings from The Corporate Learning Factbook,Bersin & Associates’ comprehensive resource that compiles survey results from more than 1,400 learningorganizations of all sizes across a wide variety of industries.“The Expertus Reality Checks provide practical, immediate feedback to some of the most pressing issues incorporate learning,” said Josh Bersin, president of Bersin & Associates, the leading research and advisory firmin corporate learning and talent management. “But don’t be fooled by the simplicity of these assessments.Behind each question is a wealth of industry-wide research data and analysis.”Each Reality Check is comprised of three simple steps: 1. Answer six simple questions at the Reality Check website: http://www.expertus.com/realitycheck/ survey.php?&sid=1 2. Submit your name and email address to instantly see your performance snapshot. The results include quick interpretations, relevant benchmark scores, and key “next step” questions to consider. 3. For those interested in discussing results further or getting more detailed recommendations, participants can request a free consultation with an Expertus Learning Consultant.“We designed Expertus Reality Checks in collaboration with Bersin & Associates because both organizations arecommitted to understanding the corporate learning landscape, and adding value by addressing gaps caused bytechnical and operational issues,” said Ramesh Ramani, founder and CEO of Expertus (www.expertus.com ).“In the same way that our Learning Executive Think Tanks help training executives examine hot-button topics,our online assessments share insights and expertise that are relevant and useful in today’s corporate learningenvironment.”Coming soon, the next three Reality Checks will focus on blended learning, social learning, and learningportals. For information on these topics in the meantime, visit www.trainingefficiency.com for a library ofsurvey results, white papers, Learning Executive Think Tank summaries and much more. page 0
  • Expertus and Bersin & Associates have worked together in the past to bring valuable and unique resourcesto the marketplace. In 2008, the two organizations introduced the Training Efficiency Assessment, a ground-breaking online assessment tool that has set the standard in measuring training efficiency. In the last twoyears, hundreds of learning leaders have used this tool to get detailed recommendations for improvement. Toparticipate, visit http://www.trainingefficiency.com/assess-your-efficiency.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of software and services that optimize the business impact of learning. For more than adecade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies thattransform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services andtechnology-rich solutions.Recently released, ExpertusONE is a social learning platform receiving praise from industry analysts and learning leaders. Based onyears of client interaction and hands-on experience in developing enterprise-class learning strategies and technology-rich solutions,ExpertusONE is a revolutionary new approach that brings together formal, informal and collaborative learning in a way that’scustomized for each learning audience -- employees, customers and channel partners.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 1
  • September 2, 2010Expertus Collaborates With Bersin & Associates to Unveil First of Four Web-Based“Reality Checks” for Learning Free Two-Minute Self Assessments Produce Quick Performance Snapshots and Allow Learning Executives to Benchmark Their Learning OrganizationsExpertus (www.expertus.com ), a global provider of software and services that optimize the business impactof learning, today announced the launch of Expertus Learning Reality Checks, an innovative series of two-minute online assessments for corporate learning leaders. The Reality Checks are designed to help trainingorganizations gauge how they are performing in comparison to other organizations in key areas of learningmanagement. Available today, the first Reality Check looks at how learning aligns with enterprise businessgoals -- a universal challenge among learning executives (http://www.expertus.com/realitycheck/survey.php?&sid=1).Reality Check results and recommendations are based on findings from The Corporate Learning Factbook,Bersin & Associates’ comprehensive resource that compiles survey results from more than 1,400 learningorganizations of all sizes across a wide variety of industries.“The Expertus Reality Checks provide practical, immediate feedback to some of the most pressing issues incorporate learning,” said Josh Bersin, president of Bersin & Associates, the leading research and advisory firmin corporate learning and talent management. “But don’t be fooled by the simplicity of these assessments.Behind each question is a wealth of industry-wide research data and analysis.”Each Reality Check is comprised of three simple steps: 1. Answer six simple questions at the Reality Check website: http://www.expertus.com/realitycheck/ survey.php?&sid=1 2. Submit your name and email address to instantly see your performance snapshot. The results include quick interpretations, relevant benchmark scores, and key “next step” questions to consider. 3. For those interested in discussing results further or getting more detailed recommendations, participants can request a free consultation with an Expertus Learning Consultant.“We designed Expertus Reality Checks in collaboration with Bersin & Associates because both organizations arecommitted to understanding the corporate learning landscape, and adding value by addressing gaps caused bytechnical and operational issues,” said Ramesh Ramani, founder and CEO of Expertus (www.expertus.com ).“In the same way that our Learning Executive Think Tanks help training executives examine hot-button topics,our online assessments share insights and expertise that are relevant and useful in today’s corporate learningenvironment.”Coming soon, the next three Reality Checks will focus on blended learning, social learning, and learningportals. For information on these topics in the meantime, visit www.trainingefficiency.com for a library ofsurvey results, white papers, Learning Executive Think Tank summaries and much more. page 2
  • Expertus and Bersin & Associates have worked together in the past to bring valuable and unique resourcesto the marketplace. In 2008, the two organizations introduced the Training Efficiency Assessment, a ground-breaking online assessment tool that has set the standard in measuring training efficiency. In the last twoyears, hundreds of learning leaders have used this tool to get detailed recommendations for improvement. Toparticipate, visit http://www.trainingefficiency.com/assess-your-efficiency.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of software and services that optimize the business impact of learning. For more than adecade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies thattransform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services andtechnology-rich solutions.Recently released, ExpertusONE is a social learning platform receiving praise from industry analysts and learning leaders. Based onyears of client interaction and hands-on experience in developing enterprise-class learning strategies and technology-rich solutions,ExpertusONE is a revolutionary new approach that brings together formal, informal and collaborative learning in a way that’scustomized for each learning audience -- employees, customers and channel partners.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 
  • September 15, 20103 Major Trends in Learning Technology ImplementationAccording to the latest report released by the Learning Executive Think Tank (sponsored by IDC and Expertus),the IT Training industry is experiencing a “seismic shift away from traditional training methods.” In the faceof such dynamic shifts, SAP Education continues to innovate and adapt to the changing demands of themarketplace as we strive to create a flexible, user-centric training experience. Learn more about the trendsthat are currently shaping the IT Training market and what our customers are demanding. page 
  • **The press release ran on Yahoo! Finance for the United States.September 15, 2010Global Software Giant Taps ExpertusONE for Impactful, Innovative VirtualInstructor-Led EventsFor a learning organization, the world of successful virtual ILT can be a beautiful destination as long aslandmines are avoided along the way. Increasingly more learning leaders are embracing the promise of virtualILT based on its potential effectiveness and deep cost savings over traditional ILT. With the right road map,it’s a literal goldmine. However, the key is to find the right tour guide who can rise above virtual ILT’s inherentweaknesses.A worldwide software organization recently selected Expertus to build a global virtual ILT program that wouldprepare their sales force for new product rollouts and help avoid the pitfalls of similar training programs. Theplatform required a savvy architecture as it aimed to educate highly technical sales architects who requirequality technology-based programs. ExpertusONE(TM) was used to host live events around the globe and offermany engaging elements, including live chat with international subject matter experts, hands-on labs, virtualclassrooms, online proctors, tech support and much more.The benefits of a well-executed virtual ILT program are enormous:-- Incredible cost savings. The company is primed to save up to $5 million by drastically cutting worldwidetravel and event budgets because of virtual offerings that still deliver results.-- Wider reach of training programs. ExpertusONE will allow the organization to reach the far corners of theearth with training programs. With even a couple weeks of virtual ILT per year, relevant programs can beaccessible around the world to employees and the extended enterprise.But ExpertusONE takes virtual ILT to another level, addressing its biggest weaknesses. Virtual ILT can beviewed as a discrete training episode or face difficulty maintaining participant focus and participation. TheExpertusONE platform averts these issues by providing a comprehensive and engaging online environment thatcombines the best of virtual ILT with eLearning, user-generated content, collaboration and virtual facilitationand proctoring.“During the shift to virtual ILT, it was important to avoid losing learners and credibility, so ExpertusONE offerednot only a safety net, but an improved ecosystem from traditional ILT,” said Ramesh Ramani, founder and CEOof Expertus (www.expertus.com). “By shifting dollars and focus from in-person meetings to highly practicaland impactful virtual classrooms, we have removed the hassle and costs of travel, improved productivity in theworkplace, and heightened training adoption.”In addition to the successful virtual ILT program, Expertus complemented the program with additional services,including comprehensive marketing programs that promote training opportunities to employees and logisticssupport, including invitations, registration and employee progress reports.Expertus (www.expertus.com), a global provider of software and services that optimize the business impactof learning, recently announced the launch of ExpertusONE (http://www.expertus.com/capabilities/Learning-Solutions/ExpertusONE-Social-Learing-Platform), page 
  • a revolutionary new social learning platform that brings together formal, informal, and collaborative learningfor all audiences across the enterprise -- employees, customers and channel partners.For information on Expertus or ExpertusONE, please visit www.expertus.com or call John Schneble at704.604.8150.About ExpertusExpertus is the leading global provider of software and services that optimize the business impact of learning. For more than adecade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies thattransform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services andtechnology-rich solutions.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 
  • **The press release ran on Yahoo! Finance for the United States.September 21, 2010Expertus Named Among “Top 20 Learning Portal Companies” Training Industry, Inc. Publishes First-Time List Based on Growing Demand for Portal TechnologyExpertus (www.expertus.com), a global provider of software and services that optimize the business impactof learning, today announced that it has been named one of Training Industry, Inc.’s “Top 20 Learning PortalCompanies” for the list’s inaugural year. Expertus has also been recognized for the last four consecutive yearsin their “Top 20 Companies in the Training Outsourcing Industry” list. The “Top 20” lists are compiled byTraining Industry, Inc. to assist buy-side organizations in their searches for the right training partners.“Portal technology is at the heart of our flagship product, ExpertusONE™, and is a stepping stone for countlessinnovations that make global learning effective,” said Ramesh Ramani, founder and CEO of Expertus. “TrainingIndustry, Inc. is a credible resource for the marketplace, so we are thrilled to be recognized for our leadershipin this realm of learning technology.”When building a “Top 20” list, Training Industry, Inc. assesses leading companies in the training industry todetermine those best suited for world-class outsourcing engagements. They conduct thorough research toassess expertise, experience and capabilities and build the list based on the following criteria: • Breadth of portal capabilities and types of clients served • Commitment to the corporate training industry • Industry visibility, innovation and impact • Number and strength of clients • Geographic reach • Company size and growth potential“Expertus has such a firm grasp on how learning technology can dramatically change the face of anorganization and builds products that transcend traditional boundaries,” said Doug Harward, president andCEO of Training Industry, Inc. “We were impressed with how Expertus has taken portal technology and elevatedits purpose, creating a comprehensive ecosystem where all learning needs can be met.”Expertus recently announced the launch of ExpertusONE (http://www.expertusone.com), a revolutionarynew social learning platform that brings together formal, informal and collaborative learning for all audiencesacross the enterprise -- employees, customers and channel partners.To view the Top 20 Learning Portal Companies, visit http://www.trainingindustry.com/learning-technologies/top-companies-listings/2010/top-20-learning-portal-companies.aspx.For information on Expertus or ExpertusONE, please visit www.expertus.com or call John Schneble at704.604.8150. page 
  • About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 
  • September 22, 2010Expertus Named Among “Top 20 Learning Portal Companies” Training Industry, Inc. Publishes First-Time List Based on Growing Demand for Portal TechnologyExpertus (www.expertus.com), a global provider of software and services that optimize the business impactof learning, today announced that it has been named one of Training Industry, Inc.’s “Top 20 Learning PortalCompanies” for the list’s inaugural year. Expertus has also been recognized for the last four consecutive yearsin their “Top 20 Companies in the Training Outsourcing Industry” list. The “Top 20” lists are compiled byTraining Industry, Inc. to assist buy-side organizations in their searches for the right training partners.“Portal technology is at the heart of our flagship product, ExpertusONE™, and is a stepping stone for countlessinnovations that make global learning effective,” said Ramesh Ramani, founder and CEO of Expertus. “TrainingIndustry, Inc. is a credible resource for the marketplace, so we are thrilled to be recognized for our leadershipin this realm of learning technology.”When building a “Top 20” list, Training Industry, Inc. assesses leading companies in the training industry todetermine those best suited for world-class outsourcing engagements. They conduct thorough research toassess expertise, experience and capabilities and build the list based on the following criteria: • Breadth of portal capabilities and types of clients served • Commitment to the corporate training industry • Industry visibility, innovation and impact • Number and strength of clients • Geographic reach • Company size and growth potential“Expertus has such a firm grasp on how learning technology can dramatically change the face of anorganization and builds products that transcend traditional boundaries,” said Doug Harward, president andCEO of Training Industry, Inc. “We were impressed with how Expertus has taken portal technology and elevatedits purpose, creating a comprehensive ecosystem where all learning needs can be met.”Expertus recently announced the launch of ExpertusONE (http://www.expertusone.com), a revolutionarynew social learning platform that brings together formal, informal and collaborative learning for all audiencesacross the enterprise -- employees, customers and channel partners.To view the Top 20 Learning Portal Companies, visit http://www.trainingindustry.com/learning-technologies/top-companies-listings/2010/top-20-learning-portal-companies.aspx.For information on Expertus or ExpertusONE, please visit www.expertus.com or call John Schneble at704.604.8150.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips, page 
  • EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 0
  • **The press release ran on Yahoo! Finance for the United States.October 6, 2010Expertus Wins a Coveted Gold “Learning In Practice” Award for Excellence inOutsourcingExpertus, a leading provider of software and services that optimize the business impact of learning, recentlysubmitted a case study for its work with a global oil field services provider and won the GOLD award forExcellence in Outsourcing at CLO Magazine’s Learning In Practice awards ceremony last Tuesday. Expertus andthe organization collaborated to develop solutions to achieve full compliance of required employee trainingand support a growing, global workforce.Expertus’ client, a Fortune 250 with more than 34,000 global employees and multiple business units,developed a centralized shared service model that would solve a multitude of learning administration issues.Together, they developed the processes and infrastructure to successfully handle ongoing LMS support,including improved training administration and registration, report and logistics management.In addition, Expertus established the following: • Key contacts in 16 hard-to-reach countries and a process of identifying non-compliant learners, delivering the training via CD, and capturing the completions for those who were in these remote areas with limited internet connectivity. • A 24/5 support team with processes flexible enough to adapt to the company’s unique needs. This resulted in a smooth transition where the various learning constituents were able to basically retain their processes and also benefit from improved support. • Reports, dashboards and charts that made it simple for country managers to track compliance and push non-compliant employees to complete their training.The results of the program were quite successful. Within 60 days, Expertus helped the organization improvetheir compliance to a record 99.8 percent. In the first year of the engagement, Expertus successfully: • Increased the 48-hour help desk ticket resolution to more than 98 percent • Completed more than 1,200 learner transcript updates • Created 2,136 new classes • Completed 1,924 requests and 1,419 inquiries • Ran 1,687 reports (ad-hoc and specialized) • Marked completions for 12,397 learnersAlthough this centralization initiative was not focused on reducing costs, a side benefit was a reduction in thecost of learning administration of more than 40 percent, combined with an increase in the responsiveness oflearner support.To learn more about the CLO Learning In Practice awards, visit http://www.clomedia.com/awards/.For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of software and services that optimize the business impact of learning. For more than page 1
  • a decade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologiesthat transform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP,AstraZeneca, Cisco, ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than amillion employees, customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcingservices and technology-rich solutions.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 2
  • **The press release ran on Yahoo! Finance for the United States.October 21, 2010ExpertusONE Offers Dynamic Learning Paths to Ensure Every Learner Is on TrackFinally, User Attributes Dictate Learning ContentExpertus (www.expertus.com), a global provider of software and services that optimize the business impactof learning, recently announced the launch of ExpertusONE™ (http://www.expertusone.com) and is receivingrave reviews from customers and analysts alike. One distinguishing feature that is being enthusiasticallyembraced is its Dynamic Learning Paths application. Focused on building flexible, individualized maps for eachlearner, this intuitive feature is unparalleled in the marketplace.ExpertusONE allows organizations to easily align content and curricula based on unlimited sets of userattributes such as role, experience level, product line and more. The platform dynamically manages thiscontent so that learners get a highly intuitive, graphical representation of all of their required courseware orcontent, as well as recommended and suggested content.“Dynamic learning paths make the design and maintenance of customized learning easy for trainingadministrators,” said Ramesh Ramani, founder and CEO of Expertus (www.expertus.com). “We realize thattraining is hard enough and training administration needs to be easy; this guide to competency educates andexcites both learners and administrators.”“For once, learners can proactively manage their learning and career development based on what they actuallydo on a daily basis,” added John Schneble, Product Director of Technology Solutions at Expertus. “As well, thisunique capability allows for prescriptive content assignment, which helps bridge the gap between learningmanagement and performance management.”ExpertusONE, rolled out in April 2010, is a revolutionary new social learning platform that brings togetherformal, informal and collaborative learning for all audiences across the enterprise -- employees, customers andchannel partners.Various ExpertusONE clients have witnessed the following results: • 30% more new learner registrations • Increase of 640% in course volume registrations • Reduced turnaround time for new course rollouts by over 40% • 85% reduction in time spent in the classroom • Increase of course registrations by 757% • 464% increase in new courses offered • Registrations increase by 281% per new learner • Learning portal visits increased by 65,000 • 30% increase in learning portal purchasesFor information on Expertus or ExpertusONE, please visit www.expertus.com or www.expertusone.com or callJohn Schneble at 704.604.8150. page 
  • About ExpertusExpertus is the leading global provider of software and services that optimize the business impact of learning. For more than adecade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies thattransform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP,AstraZeneca, Cisco, ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than amillion employees, customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcingservices and technology-rich solutions.Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,or call toll-free 1-877-827-8160. page 
  • November 1, 2010The Controller’s Report IssuE 10-11 WWW.IOFM.COM/FINANCE NOvEMbEr 2010 exercISIng leaDerShIp ALsO IN THIs IssuE Employers shifting More InSurance coStS Median Premium rates Health Care Costs to Workers Decline for Terrorism Insurance ...................... 2 as employers grapple with rising health care costs, economic uncertainty—and, WorkIng capItal Working Capital most recently, changes under health care reform, they are looking for new benchmarks for 59 ways to cut costs. Industries ...................... 5 Some employers are requiring their workers to pay a higher percentage The Controller’s Forum.......................... 10 of their health coverage premiums. In fact, workers’ contributions to their reduced Back office health coverage premiums have nearly doubled in five years, according to accounting costs by 46 the benchmark 2010 Employer Health Benefits Survey from the kaiser family percent foundation (kaiser) and the health research & educational trust (hret). cut printing costs by $20,000 contInueD on page 15 lowered training keepIng control StayIng current administration costs by 75 percent Half of Private Cos. survey Puts Average established Standard for global Spend Data Take on More Audit base salary for Work Internally to Controllers at The Controller’s Calendar ..................... 14 reduce Costs Nearly $119,000 BenefItS coStS EbrI studies Premiums a recent survey from the financial controllers were paid an average for CDHPs and Non-CDHPs ................ 19 executives research foundation base salary of $118,946 in 2009, (ferf) reveals some good news for and average base pay Terrorism Pricing—Median rates by TIv controllers: average audit fees are for assistant controllers (rates per Million)................................page 2 leveling off. was $101,400, accord- $63 2007 2008 2009 Details: the 150 publicly held com- ing to the 2010 AFP $54 $53 panies that completed ferf’s 2010 Compensation Survey, which was recently $40 Audit Fee Survey paid an average of $36 released by the as- $32 $4.8 billion in total audit fees last $29 $27$29 $28 $27$27 year, which is a 2.4 percent decline sociation for financial from what they paid for fiscal year professionals. 2008. Meanwhile, the 197 partici- the 22nd annual <$100M $100M-$500M $500M-$1B >$1B pating privately held companies had survey lists detailed total average audit fees of $291,200, job descriptions and (Source: The Marsh Report: Terrorism Risk contInueD on page 14 contInueD on page 8 Insurance 2010) page 
  • THE CONTrOLLEr´s rEPOrT THE CONTrOLLEr’s FOruM rEDuCED bACk OFFICE ACCOuNTING operating costs by 46 percent. our invest- COsTs by 46 PErCENT ment payback period was under three Challenge: Faced with intense competition years. and eroding profit margins, we needed to —Director, multibillion dollar U.S. division of streamline and reduce costs associated with a global transportation company, over 3,000 back office processing functions. our highly employees, headquartered in Florida decentralized, inefficient, and expensive accounting function was hampering our CuT PrINTING COsTs by $20,000 ability to compete. Challenge: Some of the 425 school su- Action: We hired Auxis to help redesign perintendents who are members of our as- and streamline our core accounting func- sociation lack the time or budgets to attend tions, such as credit, collections, and gen- professional development workshops and eral accounting, to a centralized, offshore seminars. They needed timely information processing environment. The team: about laws pertaining to school district performed a detailed analysis of cur- administrators, but we had few systems in rent operational activities spread out among place to regularly deliver messages to them. 46 locations across the United States; We needed to find a cost-effective way to redesigned key operating processes make educational materials and training to function in a more centralized manner; available to our members. and Action: With Sonic Foundry’s Mediasite reorganized related job tasks into webcasting platform, we deliver breaking team structures with more narrowly defined news to our members. We capture press responsibilities and performance targets. conferences, educational lectures, updates to curriculum, and other information. our We implemented technology solutions to three staff members spend less time re- enable the seamless handoff of documents sponding to individual members’ inquiries and work tasks to team members work- because we can direct members to informa- ing offshore. These technology solutions tion on our web site. We also save nearly captured detailed audit trail information $20,000 each year on printing costs, and to provide greater visibility to overall and we generate $40,000 in new revenue from individual service-level performance. a video library. Thanks to a polling compo- We successfully migrated 160 accounting nent in the product, we have more efficient positions to a more cost-effective, efficient, board meetings. Decisions that used to offshore operating model and reduced our take us hours to deliberate now take only minutes. Coming in future issues of The Controller´s Report —Executive director, professional associa- study Pegs Overspending at $415 billion tion, 3 employees, Wisconsin Among supply Chain Organizations: Manufacturers, distributors, and retailers will overspend more than $415 billion in 2010, LOWErED TrAINING ADMINIsTrATION according to a recent analysis. The top three areas of COsTs by 75 PErCENT overspending in supply chain organizations provide Challenge: our six training coordinators cost-savings opportunities for controllers and their in six different locations were working in organizations to consider. a “silo” in their efforts to independently10 www.iofm.com/finance NoveMBer 2010 page 
  • THE CONTrOLLEr´s rEPOrT THE CONTrOLLEr’s FOruM plan, schedule, and support IT learning We looked internally around the globe programs. Due to this decentralized training at the different ways people were doing it administration, our IT learning organization and found that we needed to establish a was grappling with serious inefficiencies. At standard. Standardization is an important the same time, our global workforce was goal for us. The more we can standardize growing, which increased demand for IT the things we buy—be it by part number, training. We needed to find a way to cut our specification, or the like—the less complex inflated administration costs and training we make our business and the easier it time, minimize excessive cancellations of becomes to manage. classes, and improve our responsiveness Action: We benchmarked, clearly de- and quality of service. fined our business objectives, implemented Action: We outsourced all training ad- a set of performance objectives that would ministration to a centralized group off-site, drive adoption of spend management implemented tools to track and analyze processes and systems, mapped out where scheduling and booking activity, studied we wanted to go over time, and chose a enrollment patterns, and provided live lead person and support team to manage support for virtual classes. With expertus that roadmap. Then, we selected the Zycus SmartSourcing, we were able to decrease Spend Analysis Solution for our new spend- our annual administration costs by 75 analysis platform. This enabled us to identify percent—from $1 million to $250,000, spend management opportunities and to cut cancellations from 30 percent to under standardize and improve our processes 15 percent, and free up in-house admin- worldwide. istration staff to focus on core training our global commodity managers can functions. our IT training enrollment rates now view our castings spend by total cat- doubled, service requests dropped by egory, subcategory, and by even deeper nearly 15 percent, and learner satisfaction levels of detail, including metal type and improved. manufacturing process. We can filter all of that information by region and plant and —Training IT manager, computer hardware see how spend is allocated among countries and software products company, 60,000-plus with low or high relative production costs, employees, headquartered in California by units of measure, by currency, or even by supplier diversity status. In addition, EsTAbLIsHED sTANDArD we are now able to identify high-spend FOr GLObAL sPEND DATA suppliers and where supplier relationship Challenge: As a global organization with management and cost-focused strategies about 30 facilities in 14 countries, our should be applied. In only six months, our spend data was fragmented across some procurement organization exceeded our six enterprise resource planning (erP) or goal for managing targeted indirect spend- legacy information systems in five regional ing categories when it saved 8 percent of procurement organizations. We struggled spend. to obtain information about spending at —Purchasing director, North America, global the speed—and in the ways—we needed thermal management company, approxi- it. We also had a difficult time figuring out mately 6,000 employees, headquartered how to categorize our spending. in WisconsinNoveMBer 2010 www.iofm.com/finance 11 page 
  • **The press release ran on Yahoo! Finance for the United States.November 15, 2010Expertus Releases “2010 ‘Best’ Best Practices of High Functioning LearningOrganizations” White Paper Shares Highlights From Recent Learning Executive Think TankExpertus, a global provider of software and services that optimize the business impact of learning, todayreleased a white paper entitled “2010 ‘Best’ Best Practices of High Functioning Learning Organizations” (http://bit.ly/9SLoQV). The 17-page resource showcases findings from the live Learning Executive Think Tank recentlyheld in Scottsdale, Arizona as part of the CLO & Talent Management Forum.During the half-day event, moderators Tom Clancy, VP of Education at EMC, and Cushing Anderson, ProgramVice President, Project Based Services - Consulting, HR and Learning at IDC, led a lively discussion with 11cross-industry, high-level learning leaders about trends and best practices.While last year’s discussion was dominated by economic uncertainty and how learning departments weretrying to survive, this year’s discussion marked a dramatic shift, with a focus on creativity and innovation in thelight of new technology and societal trends.The session kicked off with a discussion of current learning trends, including the following: • Increase in Types of Training Modalities • Increase in Mobile Learning • Social and Informal Learning is On the riseThen best practices among learning leaders were shared among participants. Here is a sampling:‘Best’ Best Practice #1: On-Demand LearningNow more than ever before, there is a need for a more flexible and user-friendly platform for learning -- onethat can ensure the right information is accessible at the right time and with the right content. Think Tanklearning leaders shared a number of ways in which they are utilizing on-demand learning to enhance theirtraining programs.‘Best’ Best Practice #3: Mentoring and In-House ExpertsMany of our Think Tank participants have been very creative in tapping into the talent already present in theirorganizations as a valuable resource for training new hires. In fact, some have been so successful that theyhave implemented formal mentoring programs that teach a specific coaching model to ensure that both thementor (coach) and the learners are clear on what they are expected to learn and how.The Learning Executive Think Tank, sponsored by Expertus and co-hosted by IDC, is different than otherlearning industry groups because it is focused on the business aspects of training and its impact on ROI.Members are hand-selected, senior-level learning executives who have long track records of successfullearning leadership. The sessions concentrate on real results and best practices and not theoretical or“bleeding edge” solutions. page 
  • Since 2008, ten Learning Executive Think Tanks have been held with insightful white papers produced aftereach session (http://www.trainingefficiency.com/explore-resources). To inquire about participating in futureThink Tanks, contact Gordon Johnson at gordonj@expertus.com. The next Think Tank will be held virtually onDecember 7, discussing the question, “How has the LMS evolved in recent years and what is its future?”For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 
  • November 15, 2010Expertus Releases “2010 ‘Best’ Best Practices of High Functioning LearningOrganizations” White Paper Shares Highlights From Recent Learning Executive Think TankExpertus, a global provider of software and services that optimize the business impact of learning, todayreleased a white paper entitled “2010 ‘Best’ Best Practices of High Functioning Learning Organizations” (http://bit.ly/9SLoQV). The 17-page resource showcases findings from the live Learning Executive Think Tank recentlyheld in Scottsdale, Arizona as part of the CLO & Talent Management Forum.During the half-day event, moderators Tom Clancy, VP of Education at EMC, and Cushing Anderson, ProgramVice President, Project Based Services - Consulting, HR and Learning at IDC, led a lively discussion with 11cross-industry, high-level learning leaders about trends and best practices.While last year’s discussion was dominated by economic uncertainty and how learning departments weretrying to survive, this year’s discussion marked a dramatic shift, with a focus on creativity and innovation in thelight of new technology and societal trends.The session kicked off with a discussion of current learning trends, including the following: • Increase in Types of Training Modalities • Increase in Mobile Learning • Social and Informal Learning is On the riseThen best practices among learning leaders were shared among participants. Here is a sampling:‘Best’ Best Practice #1: On-Demand LearningNow more than ever before, there is a need for a more flexible and user-friendly platform for learning -- onethat can ensure the right information is accessible at the right time and with the right content. Think Tanklearning leaders shared a number of ways in which they are utilizing on-demand learning to enhance theirtraining programs.‘Best’ Best Practice #3: Mentoring and In-House ExpertsMany of our Think Tank participants have been very creative in tapping into the talent already present in theirorganizations as a valuable resource for training new hires. In fact, some have been so successful that theyhave implemented formal mentoring programs that teach a specific coaching model to ensure that both thementor (coach) and the learners are clear on what they are expected to learn and how. page 0
  • The Learning Executive Think Tank, sponsored by Expertus and co-hosted by IDC, is different than otherlearning industry groups because it is focused on the business aspects of training and its impact on ROI.Members are hand-selected, senior-level learning executives who have long track records of successfullearning leadership. The sessions concentrate on real results and best practices and not theoretical or“bleeding edge” solutions.Since 2008, ten Learning Executive Think Tanks have been held with insightful white papers produced aftereach session (http://www.trainingefficiency.com/explore-resources). To inquire about participating in futureThink Tanks, contact Gordon Johnson at gordonj@expertus.com. The next Think Tank will be held virtually onDecember 7, discussing the question, “How has the LMS evolved in recent years and what is its future?”For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 1
  • November 15, 2010Expertus Releases “2010 ‘Best’ Best Practices of High Functioning LearningOrganizations” White Paper Shares Highlights From Recent Learning Executive Think TankExpertus, a global provider of software and services that optimize the business impact of learning, todayreleased a white paper entitled “2010 ‘Best’ Best Practices of High Functioning Learning Organizations” (http://bit.ly/9SLoQV). The 17-page resource showcases findings from the live Learning Executive Think Tank recentlyheld in Scottsdale, Arizona as part of the CLO & Talent Management Forum.During the half-day event, moderators Tom Clancy, VP of Education at EMC, and Cushing Anderson, ProgramVice President, Project Based Services - Consulting, HR and Learning at IDC, led a lively discussion with 11cross-industry, high-level learning leaders about trends and best practices.While last year’s discussion was dominated by economic uncertainty and how learning departments weretrying to survive, this year’s discussion marked a dramatic shift, with a focus on creativity and innovation in thelight of new technology and societal trends.The session kicked off with a discussion of current learning trends, including the following: • Increase in Types of Training Modalities • Increase in Mobile Learning • Social and Informal Learning is On the riseThen best practices among learning leaders were shared among participants. Here is a sampling:‘Best’ Best Practice #1: On-Demand LearningNow more than ever before, there is a need for a more flexible and user-friendly platform for learning -- onethat can ensure the right information is accessible at the right time and with the right content. Think Tanklearning leaders shared a number of ways in which they are utilizing on-demand learning to enhance theirtraining programs.‘Best’ Best Practice #3: Mentoring and In-House ExpertsMany of our Think Tank participants have been very creative in tapping into the talent already present in theirorganizations as a valuable resource for training new hires. In fact, some have been so successful that theyhave implemented formal mentoring programs that teach a specific coaching model to ensure that both thementor (coach) and the learners are clear on what they are expected to learn and how.The Learning Executive Think Tank, sponsored by Expertus and co-hosted by IDC, is different than otherlearning industry groups because it is focused on the business aspects of training and its impact on ROI.Members are hand-selected, senior-level learning executives who have long track records of successful page 2
  • learning leadership. The sessions concentrate on real results and best practices and not theoretical or“bleeding edge” solutions.Since 2008, ten Learning Executive Think Tanks have been held with insightful white papers produced aftereach session (http://www.trainingefficiency.com/explore-resources). To inquire about participating in futureThink Tanks, contact Gordon Johnson at gordonj@expertus.com. The next Think Tank will be held virtually onDecember 7, discussing the question, “How has the LMS evolved in recent years and what is its future?”For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.About ExpertusExpertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s500+ learning management professionals have defined and implemented plans, processes and technologies that transform trainingorganizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers andbusiness partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-richsolutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160. page 
  • December 10, 2010Economic slumps shouldn’t spell training shortfallsUnfortunately, in tough economic times, training budgets are often the first to fall.A recent report by Training magazine illustrated that both training salaries and training budgets took a hitacross 2009 and 2010. According to the magazine’s Salary Survey, training salaries fell by about $2,300 onaverage, and the results of its 2010 Training Industry Report showed that more than 32% of training budgetsdecreased, while 24% stayed the same. Of the companies that showed budget decreases, 42% reporteddecreases of between 6% to 15% and 23% of companies reported decreases of more than a whopping 23%.Another survey by learning management consulting firm Expertus in 2009 confirmed this trend: trainingbudgets plummeted as businesses tried to mitigate the anticipated effects of the economic downturn.According to the survey, which included 84 training professionals across 19 industries, nearly half (48 per cent)of respondents indicated they expected to see training budgets fall in 2009, up from 41 per cent in 2008.However, slashing training budgets is among the worst things a business can do during a recession. Thoughit sounds counterintuitive, economic challenges should spur organizations to invest in enhanced training.After all, tough economic times mean tighter margins and fiercer competition. It is a survival-of-the-fittestenvironment. But guess what? The fittest are also the best-trained.However, the trick is not to cut training budgets and neglect training programs. It’s about developing a leaner,meaner, more efficient training machine. page