ACCELERATE LEARNING PERFORMANCE
James Nicolson
Product Manager
Top 7 Best Practices for Your
Moodle RFP
Housekeeping
• Sound and Audio
• Poll Questions
• Q&A at the End
• Presentation Recording and Slides
• Post-Webinar Survey
Speakers Today
James Nicolson
Product Manager
Zaqir Virani
Product Marketing
Agenda
• RFP’s: A History
• 7 Best Practices for Your RFP
• Frequently Asked Questions
• Tips from Leading Organizations
• RFP Template Walkthrough
#
Poll Question #1
Are you or your team tasked to create an LMS RFP?
❑ Yes!
❑ Not yet, but soon—we can feel it on the wind…
❑ Nope.
#
Poll Question #2
When considering your LMS vendors, what do you feel
to be the most important aspect?
❑ Price
❑ Functionality
❑ Integration
❑ Company History
What exactly is an RFP?
❑ A request for proposal is a document
that business organizations send to
potential vendors to prompt proposal
bids.
❑ Can be a standalone document or form
part of the proposal shortlisting process
that may include an RFI/RFQ, interview or
vendor demo.
❑ RFPs can be opened for public
submission (available to anyone) or
directed to a specific subset of shortlisted
vendors.
What is the Challenge?
❑ Clearly identifying the overall requirement
❑Identifying the appropriate subject matter
experts
❑Setting the budget
What is the Challenge?
(ctd.)
❑ Estimating a realistic timeline
❑ Lengthy preparation process
❑ Creating a document to company standards and policies
❑ Selecting the shortlist
#
Poll Question #3
What has your greatest challenge been?
❑ I don’t know what information I need to be asking about Moodle
❑ I don’t have a clear idea of what our project requirements are
❑ I am working under a tight deadline
❑ I have no support in this undertaking
❑ Other? (Include it in the question panel)
RFP Preparation
Tip #1: Background, Goals, and Objectives
Background
Company ABC is currently using Moodle LMS to deliver
compliance based safety training for its operations and customer
facing teams.
Goal
Company ABC will provide online learning and/or training to help
the organization achieve achieve x, y & z
Objective
With Moodle/Totara LMS, Company ABC will provide learning
and/or training that delivers [tangible outcomes that align to
business-wide objectives]
Tip #2: Submission Instructions
Submission Instructions
❑ Clear submission instructions
❑ Use online or email submission if possible
❑ Set suitable deadlines for postal submission
Response Style
❑ Use long and short answer questions
❑ Add weighting or priorities to key product requirements
❑ Provide use cases to better explain requirements
Hosting Partner Platform & Features
❑ Expandable & scalable capacity (users & storage)
❑ Unlimited bandwidth
❑ 99.9%+ uptime guarantee
❑ Hosting location
❑ Dedicated cloud
❑ Unique URL
❑ CDN (media serving)
Tip #3: Hosting Platform & Security
Tip #3: Hosting Platform & Security
(ctd.)
Hosting Security Procedures
❑ International security compliance
standards met
❑ Data encryption
❑ Disaster Recovery/ Redundancies
❑ Datacentre Security
Tip #4: Moodle Version & Plugins
❑ Supported version
❑ Upgrade frequency
❑ Supported plugins
❑ How are plugins managed?
❑ What themes do you have access
to?
❑ Does the vendor provide their own
theme?
❑ What level of customization do you
get with styling of Moodle
Tip #5: Branding
Tip #6: Drill into Reporting Capabilities
❑ Can I access all of my Moodle data?
❑ What executive dashboards are provided?
❑ Can I customize views?
❑ Out-of-the-box reports?
❑ Automated report delivery?
❑ Ad-hoc analysis?
Tip #7: Integrations & Custom Development
❑ Student Information Systems
(SIS)
❑ Plagiarism
❑ CRMs: Salesforce, InfusionSoft
❑ Single sign on (SSO)
❑ Webinar applications
❑ Content libraries
Tip #8: Customer Support
❑Hours of Operation
❑Response Time
❑Communication channels
❑Support KPI
❑24 x 7 x 365 Monitoring
Existing Customer References and Testimonials
Tip from Kodak Alaris
Debbie Wehrle
Director of Training
and Development
Consider how Moodle can be applied
beyond your current use case
“We started out only training employees in
Moodle and then quickly realized it would also
be an amazing platform to train our sales
team and channel resellers!”
Tip from Children’s Hospital
Wisconsin
Bridget Clementi
VP Community Health
Think through stakeholder use cases
diligently
“Really think about use cases for each user in
the system – learners, administrators and
teachers, so you can correctly set up your
structure & course access from the get-go.”
Lambda Solutions
#
Totara & Moodle
are 80% more cost
effective
Managed cloud
hosting reduces
your IT operating
costs by more than
40%
Over 12 years of
experience and
600 customer
implementations
You’re in Good Company
RFP Template Walkthrough
#
Q&A
Follow Up
• Recording & slides to follow
• Resources
• Post-webinar satisfaction survey
Your TOLL FREE +1.877.700.1118
EMAIL SALES@LAMBDASOLUTIONS.NET
WWW.LAMBDASOLUTIONS.NET
Contact Us

7 Best Practices for Your Moodle RFP

  • 1.
    ACCELERATE LEARNING PERFORMANCE JamesNicolson Product Manager Top 7 Best Practices for Your Moodle RFP
  • 2.
    Housekeeping • Sound andAudio • Poll Questions • Q&A at the End • Presentation Recording and Slides • Post-Webinar Survey
  • 3.
    Speakers Today James Nicolson ProductManager Zaqir Virani Product Marketing
  • 4.
    Agenda • RFP’s: AHistory • 7 Best Practices for Your RFP • Frequently Asked Questions • Tips from Leading Organizations • RFP Template Walkthrough
  • 5.
    # Poll Question #1 Areyou or your team tasked to create an LMS RFP? ❑ Yes! ❑ Not yet, but soon—we can feel it on the wind… ❑ Nope.
  • 6.
    # Poll Question #2 Whenconsidering your LMS vendors, what do you feel to be the most important aspect? ❑ Price ❑ Functionality ❑ Integration ❑ Company History
  • 7.
    What exactly isan RFP? ❑ A request for proposal is a document that business organizations send to potential vendors to prompt proposal bids. ❑ Can be a standalone document or form part of the proposal shortlisting process that may include an RFI/RFQ, interview or vendor demo. ❑ RFPs can be opened for public submission (available to anyone) or directed to a specific subset of shortlisted vendors.
  • 8.
    What is theChallenge? ❑ Clearly identifying the overall requirement ❑Identifying the appropriate subject matter experts ❑Setting the budget
  • 9.
    What is theChallenge? (ctd.) ❑ Estimating a realistic timeline ❑ Lengthy preparation process ❑ Creating a document to company standards and policies ❑ Selecting the shortlist
  • 10.
    # Poll Question #3 Whathas your greatest challenge been? ❑ I don’t know what information I need to be asking about Moodle ❑ I don’t have a clear idea of what our project requirements are ❑ I am working under a tight deadline ❑ I have no support in this undertaking ❑ Other? (Include it in the question panel)
  • 11.
  • 12.
    Tip #1: Background,Goals, and Objectives Background Company ABC is currently using Moodle LMS to deliver compliance based safety training for its operations and customer facing teams. Goal Company ABC will provide online learning and/or training to help the organization achieve achieve x, y & z Objective With Moodle/Totara LMS, Company ABC will provide learning and/or training that delivers [tangible outcomes that align to business-wide objectives]
  • 13.
    Tip #2: SubmissionInstructions Submission Instructions ❑ Clear submission instructions ❑ Use online or email submission if possible ❑ Set suitable deadlines for postal submission Response Style ❑ Use long and short answer questions ❑ Add weighting or priorities to key product requirements ❑ Provide use cases to better explain requirements
  • 14.
  • 15.
    ❑ Expandable &scalable capacity (users & storage) ❑ Unlimited bandwidth ❑ 99.9%+ uptime guarantee ❑ Hosting location ❑ Dedicated cloud ❑ Unique URL ❑ CDN (media serving) Tip #3: Hosting Platform & Security
  • 16.
    Tip #3: HostingPlatform & Security (ctd.) Hosting Security Procedures ❑ International security compliance standards met ❑ Data encryption ❑ Disaster Recovery/ Redundancies ❑ Datacentre Security
  • 17.
    Tip #4: MoodleVersion & Plugins ❑ Supported version ❑ Upgrade frequency ❑ Supported plugins ❑ How are plugins managed?
  • 18.
    ❑ What themesdo you have access to? ❑ Does the vendor provide their own theme? ❑ What level of customization do you get with styling of Moodle Tip #5: Branding
  • 19.
    Tip #6: Drillinto Reporting Capabilities ❑ Can I access all of my Moodle data? ❑ What executive dashboards are provided? ❑ Can I customize views? ❑ Out-of-the-box reports? ❑ Automated report delivery? ❑ Ad-hoc analysis?
  • 20.
    Tip #7: Integrations& Custom Development ❑ Student Information Systems (SIS) ❑ Plagiarism ❑ CRMs: Salesforce, InfusionSoft ❑ Single sign on (SSO) ❑ Webinar applications ❑ Content libraries
  • 21.
    Tip #8: CustomerSupport ❑Hours of Operation ❑Response Time ❑Communication channels ❑Support KPI ❑24 x 7 x 365 Monitoring Existing Customer References and Testimonials
  • 22.
    Tip from KodakAlaris Debbie Wehrle Director of Training and Development Consider how Moodle can be applied beyond your current use case “We started out only training employees in Moodle and then quickly realized it would also be an amazing platform to train our sales team and channel resellers!”
  • 23.
    Tip from Children’sHospital Wisconsin Bridget Clementi VP Community Health Think through stakeholder use cases diligently “Really think about use cases for each user in the system – learners, administrators and teachers, so you can correctly set up your structure & course access from the get-go.”
  • 24.
    Lambda Solutions # Totara &Moodle are 80% more cost effective Managed cloud hosting reduces your IT operating costs by more than 40% Over 12 years of experience and 600 customer implementations
  • 25.
  • 26.
  • 27.
  • 28.
    Follow Up • Recording& slides to follow • Resources • Post-webinar satisfaction survey
  • 29.
    Your TOLL FREE+1.877.700.1118 EMAIL SALES@LAMBDASOLUTIONS.NET WWW.LAMBDASOLUTIONS.NET Contact Us