Learning Portals: Transforming the Learner Experience
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We will discuss how portals can: - Increase the speed of access to information and knowledge - Leverage gamification to motivate learners - Develop a community of practice using social learning features - Integrate various modes of learning into one holistic experience
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Learning Portals: Transforming the Learner Experience
- 1. Custom Learning Portals Gray Fowler SVP Strategy & Design NetDimensions Interactive
- 2. Custom Learning Portal Discussion Points Define Benefits Applications Examples Developing
- 3. Learning Portals Defined custom e-learning portal A learning portal provides learning resources and tools to target a specific business goal, audience or subject area.
- 4. How is a Custom Learning Portal different from an LMS?
- 5. NetDimensions Portal Options Configurable Home Pages for each Business Unit Custom Learning Portals 5 ACME Inc. Sales ACME Inc. Manufacturing ACME Inc. Marketing NetDimensions Talent Suite ACME Inc. Welcome to the Customer Portal API Library
- 6. Custom NTS Homepages w/ Widgets 6
- 7. User Experience Customization • NTS configured for your organization • Custom Skin • Custom Home Page with Gadgets Custom Learning Portals 7 Baseline NTS Custom Portal Total Custom LMS Configured w/ Skin & Custom Home Page
- 8. User Experience Customization • Security and reliability of enterprise class software platform • Totally customized user experience • Ability to layer in additional functionality Custom Learning Portals 8 Baseline NTS Custom Portal Total Custom LMS Configured w/ Skin & Custom Home Page
- 9. Not all business challenges are the same 9
- 10. Portals Solve Business Problems Custom Learning Portals 10 • Custom solution with no compromises • Provides synergy through consolidation of key learning features and resources
- 11. Common Portal Features Learning Portal Leaderboard Performance Support Surveys/ Polls Informal / Social Media Branding Formal Courses Rewards/ Badges Analytics & Reporting
- 12. Integrating Business Workflow Self Register Download and Fill Out Form Submit Form Online Complete Courses Print Certificate Facilitate and track business process within the training path.
- 13. How it Works… My Example Portal Custom User Interface and Targeted Messaging Login Consolidates relevant functionality and content from different resources, for specific audience. Social Media Social Media (e.g. Jive) PDF and Other Resources Corporate Intranet CMS for Bulletins or Other Frequently Changing Content 3rd Party CMS Course Launching and TrackingLMS (e.g. NetDimensions)
- 14. 3rd Party CMS My Example Portal Custom User Interface and Targeted Messaging Course Launching and Tracking PDF and Other Resources Social Media CMS for Bulletins or Other Frequently Changing Content LoginVarious methods for integrating content and functionality: API Widget Link Embedded Page Data & Information Sharing LMS (e.g. NetDimensions) Corporate Intranet Social Media (e.g. Jive)
- 15. Single Sign On My Example Portal Custom User Interface and Targeted Messaging Course Launching and Tracking PDF and Other Resources Social Media CMS for Bulletins or Other Frequently Changing Content Login Single Sign On provides an Elegant Integrated Experience LMS (e.g. NetDimensions) Corporate Intranet Social Media (e.g. Jive) 3rd Party CMS
- 16. Custom Learning Portal Attributes Tailored Learning Learning Paths Centralized Combines Formal and Informal Modes Relevant Messaging Promotes Continuous Learning Motivation Promotes Sharing of Ideas and Information Facilitates Development of Best Practices Opportunity to Integrate Training and Business Process
- 17. Common Applications for Learning Portals • Sales Training • Service Training • Manufacturing Training • Compliance Training • Technical Training • Extended Enterprise • New Hire Onboarding
- 18. Portal Scenario: New Hire Orientation Challenges 1. Make the employee feel welcome and connected to the organization and their department 2. Disorganization: New employees are receiving information from different sources (HR, IT, Security, etc.) 3. Need to communicate a clear understanding of what the employees responsibilities are during the onboarding process 4. Provide a facility for answering employee questions
- 19. Portal Example Onboarding ACME New Hire Onboarding Portal login Welcome! Here’s your learning path Step 1 Step 2 Step 3 Step 4 Your Courses Welcome to ACME Company Corporate Compliance Policy History of ACME Resources Ethics Policy ACME 401k Plan Insurance Forms Benefits Overview IT Resources Network Computer Security Policy Wi-Fi Access Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment:
- 20. Portal Example Onboarding ACME New Hire Onboarding Portal login Welcome! Here’s your onboarding path Step 1 Step 2 Step 3 Step 4 Challenge Addressed • Make the employee feel welcome and connected to the organization and their department Features • Welcome messaging/video • Social Media • Mentor Contact Your Courses Welcome to ACME Company Corporate Compliance Policy History of ACME Resources Ethics Policy ACME 401k Plan Insurance Forms Benefits Overview IT Resources Network Computer Security Policy Wi-Fi Access Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment: Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment: Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Step 1 Step 2 Step 3 Step 4
- 21. Portal Example Onboarding ACME New Hire Onboarding Portal login Welcome! Here’s your onboarding path Step 1 Step 2 Step 3 Step 4 Challenge Addressed • Need to communicate a clear understanding of what the employees responsibilities are during the onboarding process Features • Learning Path • Welcome messaging/video • Mentor Contact Your Courses Welcome to ACME Company Corporate Compliance Policy History of ACME Resources Ethics Policy ACME 401k Plan Insurance Forms Benefits Overview IT Resources Network Computer Security Policy Wi-Fi Access Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment: Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Step 1 Step 2 Step 3 Step 4 Step 1 Step 2 Step 3 Step 4
- 22. Portal Example Onboarding ACME New Hire Onboarding Portal login Step 1 Step 2 Step 3 Step 4 Your Courses Welcome to ACME Company Corporate Compliance Policy History of ACME Resources Ethics Policy ACME 401k Plan Insurance Forms Benefits Overview IT Resources Network Computer Security Policy Wi-Fi Access Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment: Your Courses Welcome to ACME Company Corporate Compliance Policy History of ACME Resources & Forms Ethics Policy ACME 401k Plan Insurance Forms Benefits Form IT Resources Network Computer Security Policy Wi-Fi Access Challenge Addressed • Disorganization: New employees are receiving information from different sources (HR, IT, Security, etc.) Features • Learning Path • Courses, Resources and Forms all available from one site Welcome! Here’s your learning path
- 23. Portal Example Onboarding ACME New Hire Onboarding Portal login Welcome! Here’s your onboarding path Step 1 Step 2 Step 3 Step 4 Your Courses Welcome to ACME Company Corporate Compliance Policy History of ACME Resources Ethics Policy ACME 401k Plan Insurance Forms Benefits Overview IT Resources Network Computer Security Policy Wi-Fi Access Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment: Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment: Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Challenge Addressed • Provide a facility for answering employee questions Features • Social Media • Your Mentor Contact Welcome! Here’s your learning path Step 1 Step 2 Step 3 Step 4
- 24. Portal Example Onboarding ACME New Hire Onboarding Portal login Welcome! Here’s your onboarding path Step 1 Step 2 Step 3 Step 4 Challenges Addressed • Disorganization: New employees are receiving information from different sources (HR, IT, Security, etc.) • Need to communicate a clear understanding of what the employees responsibilities are during the onboarding process • Make the employee feel welcome and connected to the organization and their department • Provide a facility for answering employee questions Your Courses Welcome to ACME Company Corporate Compliance Policy History of ACME Resources Ethics Policy ACME 401k Plan Insurance Forms Benefits Overview IT Resources Network Computer Security Policy Wi-Fi Access Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment: Your Courses Welcome to ACME Company Corporate Compliance Policy History of ACME Resources & Forms Ethics Policy ACME 401k Plan Insurance Forms Benefits Form IT Resources Network Computer Security Policy Wi-Fi Access Your Team Hi there! Welcome to ACME! I think you’ll be working on my team. Let me know if I can help with anything! Yeah, I think you’ll like it here! Let me know if you need help setting up your computer. Post Comment: Your Mentor John Smith HR Department 555-1212 x1234 jsmith@acme.com
- 25. Case Study: Digicel Retail Academy Target Audience: 1000+ Retail Store Employees Training Goal: • Onboard new and existing retail employees • Provide training on Digicel product line and selling techniques • Motivate learners to complete courses quickly Outcome: • Launched in November • 1600+ of courses registered • Positive feedback from learner audience and stakeholders
- 26. • Login & Self Registration • Multiple languages • Key Provided for Registration Access Case Study: Digicel
- 27. • Self registration page with auto enrollment based on Role • Profile information with store selection for inserting learner in the appropriate reporting organization Case Study: Digicel
- 28. • Leaderboard • Personalized • Encourages completion by given date • Stars to indicate relative quality of work/scores • Reference Library • Ability to enroll in additional courses • Survey • News Articles Case Study: Digicel
- 29. Case Study: 3Shape Academy Target Audience: Dentists & Clinicians Training Goal: • Provide comprehensive technical training for operation of their Trios dental scanning tool • Multi-modal • E-learning • Clinics • Resources/Videos
- 30. Case Study: 3Shape • Self Registration • Key Code for Access • Authenticates against proprietary CRM system
- 31. Case Study: 3Shape • Learning path • Multi-modal learning with tracking and certification • Multi-language support • Reference resource tab • Authenticates against product CRM system • Links to other external resource sites (YouTube, etc.)
- 32. Case Study: 3Shape • Clinic Registration Tracking • After Registration Certificate Provided for Printing • Optional Survey
- 33. Administrator Functions & Analytics Analytics • Reporting on portal specific functions such as leaderboard, badges, time on the site, and more. • Graphical dashboard for quickly analyzing and comparing data Admin Functions • CMS text editor for quickly updating messages • News editor • Feedback manager/approval of comments
- 34. • Portals can be designed to serve up content to mobile devices • Dynamic device detection allows for distribution of the appropriate content for the device • Performance support and job aids Mobile Portals
- 35. Portal Development - Overview Three phase process Requirements Analysis & Design Portal Development & Delivery Maintenance & Enhancements
- 36. Portal Development - Overview Requirements Analysis & Design Portal Development & Delivery Maintenance & Enhancements • Business Goals for Portal • Target Audience • Key Features (badges, leaderboard, etc.) • Integrated Systems (NTS, Wikis, Other Systems) • Authentication Requirements • Branding Guidelines & Look & Feel • Navigation Design and Mechanics • Reporting and Analytics • Hosting Requirements • All Tech & Security Requirements • Target Delivery Date • Deliverable: Specification Document
- 37. Portal Development - Overview Requirements Analysis & Design Portal Development & Delivery Maintenance & Enhancements • Detailed schedule and pricing provided • Client provides any required content • Developer provides final graphic and technical designs for client review & approval • Hosting established for production and staging sites • Developer builds portal on staging site • Three cycle QA and client review process • Client approved portal is migrated to production server and tested • Optional client pilot test • Portal goes live
- 38. Portal Development - Overview Requirements Analysis & Design Portal Development & Delivery Maintenance & Enhancements • Follow up evaluation and review • Establish feedback tracking system • Ongoing technical performance monitoring • Any enhancement ideas are discussed and considered • Updates to content as needed
- 39. Thank You! • Learn more at NetDimensions.com • gray.fowler@netdimensions.com
Editor's Notes
- Thanks for sharing your time with Michelle and I this morning as we discuss Custom Learning Portals The Interactive group within NetDimensions specializes in content development but also has a team of developers focused on portal development. NetDimensions Provider of enterprise learning and talent management software Interactive group Located in CT USA, north of NYC Focused on development of custom solutions: bespoke courseware and learning portals
- Define Custom Learning Portal Benefits of a Learning Portal Common Applications Examples & Case Studies Developing a Learning Portal
- What is a Portal? A gateway or entrance. (new slide) In the computing world it refers to a web site that provides links to other related web content. A learning portal provides access to learning resources and tools to target a specific business goal, audience or subject area. Portals afford the opportunity to blend multiple modes of learning: combined into one consolidated holistic, dynamic learning experience. It’s really about the Learner need. We need to develop learning experiences that are learner centric. With a custom learning portal we can create a “flipped classroom” like environment where we put the learner in control. Creating a learning environment that can grow organically with org and can adapt to learner needs. Develop and Retain talent. What is a Portal? A gateway or entrance. (new slide) A learning portal provides access to learning resources and tools to target a specific business goal, audience or subject area. Show of hands: How many of you have implemented portals or have experience…. portals used in your organization? But it’s really about the Learner need. We need to develop learning experiences that are learner centric. We talk about the “flipped classroom” to put the learning in the learners hands. Creating a learning environment that can grow organically with org. Can adapt to learner needs. Develop and Retain talent. Portals afford the opportunity to blend multiple modes of learning: classroom, coaching/mentoring, formal e-learning, social peer-to-peer informal learning, reference and performance support, etc. combined into one consolidated holistic, dynamic learning experience. Ultimately, a portal provides custom learning experience, specifically designed for your business and your learner audience with no compromises.
- So, How is a custom learning portal different from an LMS? In the case of NTS, depending on the requirement, they can be very similar. While not a hard rule, LMS is often configured to provide a superset of content and tools which covers many subject areas and addresses the entire learner audience within an organization. Where a portal is generally focused on a specific business goal, audience or subject area. With NTS it really a degree of customization. With a custom learning portal, where we begin with the desired user experience, and let that drive the design. We take a lesson from Steve Jobs – For Steve, consumer empathy was a key design driver. He designed the user experience first, then back filled the technology to provide that user experience. For L&D professionals, a portal provides that same opportunity.
- NTS provides customizable home pages and skins provide a portal experience. Flexible layouts and widget functionality provides a high degree of flexibility.
- Best of both worlds
- Ultimately, a portal provides custom learning experience, specifically designed for your business and your learner audience with no compromises. Sometimes a specific learning goal is better served with a custom portal approach. And to determine this, we should first understand what a custom portal has to offer.
- The sky is the limit. If it can be displayed or distributed on the web, it can be included in a portal. But here are a number of popular features we see: Leaderboards – Provides a fun competitive environment to motivate learners Badging – A system for earning and collecting awards Wiki – Allows members to post and share documents and information Blogs – Managers or portal owners can post articles and solicit feedback Forums – Facilitates discussions on topics related to the portal News – Managers and portal owners can disseminate important info, providing up to the date info and keeping the site current Video Posts – Similar to News, it provides a “channel” for portal topic related messaging Surveys – A method to collect opinions from employees about a product, topic or the site itself Feedback Form – Another method to collect input from the learner audience, via email Reference articles – Anything from product brochures to articles that support the learning topic Job Aids/Performance Support – Just in time reference documents The consolidation of learning resources creates a synergy that results in a better learning experience. A custom learning portal can: Display learner’s course assignments and learning activities front and center to drive participation and completion Promote topic driven informal learning through wikis, blogs and other social media tools Make contextually relevant reference content and information readily available such as process documentation, product brochures, and other reference materials Integrate easy-to-use content management distributing up to date news and information Motivate learners with competitive leaderboard functionality Reward learners with badging and other awards Integrate relevant content from other systems such as performance management, financial management and other HR systems Display custom reporting and analytics Provide Surveys and polls
- Another portal feature I’m amending to my list here is the ability to integrate other business processes into the training workflow.
- Integration and aggregation of different resources (content, data, tools) into one website. Let’s look at how this all comes together.
- The Glue that pulls it all together and makes it feel like one site. Single sign on completes the integration, to make the portal feel like one coherent site.
- Learning portals are completely custom websites designed for specific training goals. Here are some of the key attributes and features that a learning portal offers: Tailored Learning: Portals afford us the opportunity to build personalized learning experiences for a specific audience. Learning “on a silver platter”. Just what they need without the fat. Learning Paths: Portals can provide clear multi-modal paths or learning maps, with direction and support that provides context and explains how the pieces fit together. Learning paths can be displayed with a custom visual and indicate progress as each step toward the learning goal is completed. Centralized: All the important content and informational tools that help you with your job are in the same place. Encourages loyalty to the site by providing a go to place for all learning and knowledge share activities for that audience or subject area. And, it’s a time saver. The employee knows where to go to easily get the information they need. For example, a busy executive, even if she has the drive, may not have the time or the resources to actively seek the information she needs from the already overcrowded information jungle. Combines formal and informal learning modes: we know that informal learning from peers, and learning on the job, accounts for 70% of what we know. Portals afford us the opportunity to integrate on-the-job and other informal modes of learning with formal learning modalities to provide a complete holistic training experience. Relevant Contextualized Messaging: Motivate learners and drive training with regular messages, news and alerts that are job or role relevant. Messaging can also be centered around new programs, pending deadlines, new products and other goals of the group represented by the portal. Promotes Continuous Learning: An ongoing learning relationship. It becomes the go to place to share and consume the latest news, and information. Motivation: We know that it is often not enough to simply provide learners with training resources. We need to motivate them. Portals can leverage gamification strategies to motivate learners including badging programs, and leaderboards. Promotes Sharing of Ideas and Information: Imagine a suggestion box feature where learners provide ideas, suggestions and commentary: for example sales ideas, which are submitted to a sales manager or team to vet and approve for posting on “Ideas from your Peers” board. Facilitates Development of Best Practices: managers and employees can all contribute to developing best practices, and continually refine them. As suggestions and ideas are approved they are established as policy, we have effectively created a community of practice. BTW: I think we all appreciate and understand the value of providing a mechanism for tapping into the brain trust of your company’s employee population. The employee feels recognized, as part of the team and he/she becomes emotionally invested. Integrate training with business process: Imagine a sales portal that displays sales figures for the company’s products. It indicates that a specific product is not selling well so the sales manager provides some new strategies for selling that particular product. And, by the way, some of those strategies may have come from a front line sales person who shared their ideas on the portal. Learner curated content, vetted and approved by management, turned into best practices, just in time.
- Common Applications for Learning Portals New Hire Onboarding Sales Training Service Training Manufacturing Training Compliance Training Technical Training Extended Enterprise (external audiences ie: supply chain) So, what are your ideas? What sort of portal applications have you seen? Or, perhaps you have a new idea? PRODUCT TRAINING Looks like everyone is ready for lunch!
- Demonstrate how a portal can address a number of specific business challenges within an organization.
- Let’s look at a wireframe of an example portal application: Onboarding Each component feature and the source of that information or tool.
- Challenges Disorganization: New employees are receiving information from different sources (HR, IT, Security, etc.) Need to communicate a clear understanding of what the employees responsibilities are during the onboarding process Make the employee feel welcome and connected to the organization and their department Provide a facility for answering employee questions
- Challenges Disorganization: New employees are receiving information from different sources (HR, IT, Security, etc.) Need to communicate a clear understanding of what the employees responsibilities are during the onboarding process Make the employee feel welcome and connected to the organization and their department Provide a facility for answering employee questions
- Challenges Disorganization: New employees are receiving information from different sources (HR, IT, Security, etc.) Need to communicate a clear understanding of what the employees responsibilities are during the onboarding process Make the employee feel welcome and connected to the organization and their department Provide a facility for answering employee questions
- Challenges Disorganization: New employees are receiving information from different sources (HR, IT, Security, etc.) Need to communicate a clear understanding of what the employees responsibilities are during the onboarding process Make the employee feel welcome and connected to the organization and their department Provide a facility for answering employee questions
- Challenges Disorganization: New employees are receiving information from different sources (HR, IT, Security, etc.) Need to communicate a clear understanding of what the employees responsibilities are during the onboarding process Make the employee feel welcome and connected to the organization and their department Provide a facility for answering employee questions
- Case Study: Digicel Retail Academy Target Audience: 1000+ Retail Store Employees Goal: Onboard new and existing retail employees and provide training on Digicel product line and selling techniques. Key Features: Lively easy-to-use, learner interface Self-Registration (discuss features) Leaderboard Gamification Section Auto-enrolled into required courses Targeted Resource Library Latest News Survey
- Case Study: Digicel Retail Academy Target Audience: 1000+ Retail Store Employees Goal: Onboard new and existing retail employees and provide training on Digicel product line and selling techniques. Key Features: Lively easy-to-use, learner interface Self-Registration (discuss features) Leaderboard Gamification Section Auto-enrolled into required courses Targeted Resource Library Latest News Survey
- Case Study: Digicel Retail Academy Target Audience: 1000+ Retail Store Employees Goal: Onboard new and existing retail employees and provide training on Digicel product line and selling techniques. Key Features: Lively easy-to-use, learner interface Self-Registration (discuss features) Leaderboard Gamification Section Auto-enrolled into required courses Targeted Resource Library Latest News Survey
- Case Study: Digicel Retail Academy Target Audience: 1000+ Retail Store Employees Goal: Onboard new and existing retail employees and provide training on Digicel product line and selling techniques. Key Features: Lively easy-to-use, learner interface Self-Registration (discuss features) Leaderboard Gamification Section Auto-enrolled into required courses Targeted Resource Library Latest News Survey
- Case Study: Digicel Retail Academy Target Audience: 1000+ Retail Store Employees Goal: Onboard new and existing retail employees and provide training on Digicel product line and selling techniques. Key Features: Lively easy-to-use, learner interface Self-Registration (discuss features) Leaderboard Gamification Section Auto-enrolled into required courses Targeted Resource Library Latest News Survey
- Case Study: 3Shape Academy Target Audience: Dentists and Clinicians who own/operate the 3Shape TRIOS product Goal: Provide comprehensive training for using the TRIOS product Key Features: Self registration linked with proprietary CRM system
- Case Study: 3Shape Academy Target Audience: Dentists and Clinicians who own/operate the 3Shape TRIOS product Goal: Provide comprehensive training for using the TRIOS product Key Features: Self registration linked with proprietary CRM system Step-by-step Learning Path Each step provides different learning modes: Step 1: e-learning prework Step 2: on premise clinic with instructor Step 3: follow on e-learning Step 4: continuous learning Reference Resources Links to intranet site and YouTube video resources
- Case Study: 3Shape Academy Target Audience: Dentists and Clinicians who own/operate the 3Shape TRIOS product Goal: Provide comprehensive training for using the TRIOS product Key Features: Self registration linked with proprietary CRM system Step-by-step Learning Path Each step provides different learning modes: Step 1: e-learning prework Step 2: on premise clinic with instructor Step 3: follow on e-learning Step 4: continuous learning Reference Resources Links to intranet site and YouTube video resources
- Portals can provide specific Manager role functions including: Analytics Reporting Administrator functions
- Portals can be designed to serve up content to mobile devices Dynamic device detection allows for distribution of the appropriate content for the device Sky is the limit for functionality, but Performance support is one of the key applications Serves up content to employee, when and where they need it, in the format that is best for the learner.
- That wraps up my overview on custom learning portals. Questions? If you want to learn more, please contact me.