Your Partner in Learning Solutions Case Studies Marc Blumenthal Managing Partner September 24, 2008

LMS Compliance Examples Background Enterprise Knowledge Platform 1,000 + Companies 70 Countries / 27 Languages Typical Requirements SCORM / Classroom Management / Testing / Reporting Competencies / Job Roles / Certification Tracking What We Almost Never Hear From Clients Can You Just……

Background

Enterprise Knowledge Platform

1,000 + Companies

70 Countries / 27 Languages

Typical Requirements

SCORM / Classroom Management / Testing / Reporting

Competencies / Job Roles / Certification Tracking

What We Almost Never Hear From Clients

Can You Just……

LMS Compliance Examples What We Learn During Demonstrations Employee Manuals / Policies / Procedures Work Instructions / ISO Documents / Safety Notices Dozens or Hundreds of Documents Document And Content Management Systems SharePoint / Alfresco / Documentum Low Hanging Fruit With A Very High Value Launch URL / Enroll / Track / Confirm

What We Learn During Demonstrations

Employee Manuals / Policies / Procedures

Work Instructions / ISO Documents / Safety Notices

Dozens or Hundreds of Documents

Document And Content Management Systems

SharePoint / Alfresco / Documentum

Low Hanging Fruit With A Very High Value

Launch URL / Enroll / Track / Confirm

LMS Compliance Examples Case Study – Qlogic Corp Leading Supplier Of Networking Solutions Controller Chips / Host Adaptors / Fabric Switches Publicly Traded / 1,000 Plus Employees ISO 9001 / ISO 14001 QLogic’s Challenge Over 400 Different Work Instructions / Procedures And Policies Changes / Review And Sign Off By Employees ISO Audits Proving Too Difficult And Time Consuming

Case Study – Qlogic Corp

Leading Supplier Of Networking Solutions

Controller Chips / Host Adaptors / Fabric Switches

Publicly Traded / 1,000 Plus Employees

ISO 9001 / ISO 14001

QLogic’s Challenge

Over 400 Different Work Instructions / Procedures And Policies

Changes / Review And Sign Off By Employees

ISO Audits Proving Too Difficult And Time Consuming

LMS Compliance Examples QLogic’s Objective Comply with ISO 9001 and 14001 Training / Notification / Review And Sign Off Requirements Pass Audits Without Negative Comments Achieve The Objective Efficiently What We Found Policies / Procedures And Work Instructions Were Being Updated And Maintained In Microsoft SharePoint 400 Documents And 1,000 Employees – Too Many Combinations And No Automated Tracking Or Reminders Audits Were Expensive / Time Consuming And Not Going Well

QLogic’s Objective

Comply with ISO 9001 and 14001 Training / Notification / Review And Sign Off Requirements

Pass Audits Without Negative Comments

Achieve The Objective Efficiently

What We Found

Policies / Procedures And Work Instructions Were Being Updated And Maintained In Microsoft SharePoint

400 Documents And 1,000 Employees – Too Many Combinations And No Automated Tracking Or Reminders

Audits Were Expensive / Time Consuming And Not Going Well

LMS Compliance Examples The Solution – “So Simple” Document Naming Convention Catalog Entry / Launch URL Enrollment Policy Assessment / Electronic Signature QLogic’s Results Complete Audit Trail Reminders / Exception Reports Completely Automated Audits Are “Flawless”

The Solution – “So Simple”

Document Naming Convention

Catalog Entry / Launch URL

Enrollment Policy

Assessment / Electronic Signature

QLogic’s Results

Complete Audit Trail

Reminders / Exception Reports

Completely Automated

Audits Are “Flawless”

LMS Compliance Examples Mary Fajardo, Training Manager, Qlogic EKP Beneficial Supporting ISO 9001 EKP “Revolutionary” Supporting ISO 14001 Before EKP, Our Valuable Standards Were At Risk Now We “Sail” Through Each Audit With High Marks And Do It In A Fraction Of The Time We Used To

Mary Fajardo, Training Manager, Qlogic

EKP Beneficial Supporting ISO 9001

EKP “Revolutionary” Supporting ISO 14001

Before EKP, Our Valuable Standards Were At Risk

Now We “Sail” Through Each Audit With High Marks And Do It In A Fraction Of The Time We Used To

LMS Compliance Examples Case Study - WellCare Health Plans Leading Provider Of Government Sponsored Healthcare Programs Publicly Traded Over 5,000 Employees Over 12,000 Agents WellCare’s Challenge 12,000 Non-Employee Agents Highly Regulated By Center For Medicare And Medicaid Services ( CMS ) Manual Testing Procedures Were Time Consuming And Unreliable

Case Study - WellCare Health Plans

Leading Provider Of Government Sponsored Healthcare Programs

Publicly Traded

Over 5,000 Employees

Over 12,000 Agents

WellCare’s Challenge

12,000 Non-Employee Agents

Highly Regulated By Center For Medicare And Medicaid Services ( CMS )

Manual Testing Procedures Were Time Consuming And Unreliable

LMS Compliance Examples WellCare's Objective Ensure That EVERY Agent Passed The Tests Before They Were Allowed To Sell Products Track Everything Be Able To Test And Certify 12,000 Agents In Less Than 60 Days. The Solution Simple On Line Tests Deployed Through EKP Single Sign On From Intranet Portal Aggressive Communication And Support Plan Every Question And Every Answer Tracked

WellCare's Objective

Ensure That EVERY Agent Passed The Tests Before They Were Allowed To Sell Products

Track Everything

Be Able To Test And Certify 12,000 Agents In Less Than 60 Days.

The Solution

Simple On Line Tests Deployed Through EKP

Single Sign On From Intranet Portal

Aggressive Communication And Support Plan

Every Question And Every Answer Tracked

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