Reskilling vs Skilling, E-Learning Selection, and more

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  • Find someone or a company or a firm with extensive knowledge and experience – the need requirement here in the e-learning industry – especially those who have a background of actually doing both (whether it was at a company they worked at, etc.,.). I see people select consultants whose sole experience is that their firm previously did this work and thus, you should hire them, because they have that knowledge and experience. Doesn’t mean the trenches of at a place for example, overseeing L&D or Training (and thus lack that aspect). It can go either good or bad as the outcome. Some consultants are very good or good at what they do, others not so much – but they can sell you at the idea they can. Remember everyone is going to have clients, including big names – but it doesn’t mean they were masters of the knowledge (say from the early days). It reminds me of buying a system, whereas you see the big names and think, “This system must be great because they have ABCDS as a client.” To me, it means nothing. And it should mean nothing to you. Everyone has big names, otherwise they wouldn’t be in business. Ditto on the consultant side.
  • I wouldn’t use an HR firm to find a system or help with e-learning strategy or both. Even if you are in HR, these folks IMO are not the experts to go with around e-learning, which uh, is relevant here. If they can’t explain to you what WBT is, why it was created, nor why an LMS was created (and it had nothing to do with compliance, nor is it solely used for management of learning – a serious misnomer), then don’t go. I mean, let’s say you are looking for an HRIS platform. Who would you consider? It wouldn’t be a training or L&D firm that’s for sure. Ditto on a recruiting platform.
  • Budget clearly plays a role here for many folks, but this isn’t a time to pick someone because they bid the lowest. Focus on expertise – experience, knowledge of the industry, beyond the key or near key players; and ideally whether or not they have been in the trenches (i.e. working at a company, or business or whatever) in e-learning. I mean, you are about to invest in a big budget line item, nor a few pencils (do people still use them?).

I really do.

  • Support – It is either good, average or bad. What a lot of people do not know, is really the level of it, behind the scenes. I never take a vendor’s word for it – nobody is going to say, their support is awful. I know vendors’ whose support is just not good. Even those, who really don’t care – because they know it is bad, and it isn’t an essential (which makes no sense). Vendors love to talk about an NPS (who cares) – but they never like to tell you how many distractors they have (a key piece of info to share). The high return of clients – always presented, is great for marketing, but I have no idea on whether they are staying because they do not want to search – it is time consuming, or they have to, or the vendor gave them a discount to stay, etc. BTW, a vendor should have more than one metric, but that is another story. You really have to dig into the weeds here to get an idea of their level of support. I will ask if I can see the metrics they generate for their support. And they all have this – any vendor who says they are not tracking this – are either lying (I’ll be blunt here), or really don’t and that should be a huge red flag. I will sometimes get the “we can’t share that information,” which is a concern. If you want me to buy, let me see it. I’ll sign an NDA – send it over!
  • UI/UX – This is huge. When was the last time it was updated? Don’t assume that the update is across the board. I’ve seen the learner side, and the ignoring on the admin side, or big on learner side, and a tweak or two on the admin side. There are a lot of great systems out there, even ones that are not on your radar, whose only fault is they need to update their UI/UX. For the most part, they know this and are working on it (not yet live). But yes, I’ve seen ones that see their UI/UX as fine. Oh, don’t assume that the newest system out there is going to have a better UI/UX and functionality for that matter than say someone who has been around for more than a decade. It is a false premise.
  • Functionality – I want to go beyond what they point out or I see. I ask a lot of questions, really dig into it. And I will go off-script, and yes, be blunt. I don’t have time for spin. Spin bores me. And I do get plenty of spin.
  • Strategy – What do they see as the key areas they need to focus on – in the current year, and coming year (the next year). I get bemused on the number of vendors who just don’t get it. They don’t see what is clearly waving at them – “You must do this,” because they are so focused on what clients have told them. Don’t use your clients as your strategy. If you do, then why are you in business? Let them run it. Oh, wait, they may already be doing it.
  • Speaking of clients – how big of an impact are they in your strategy for the coming year. I have heard numbers like 50% or even 70% and the vendor thinks this is a great idea. YOWSA. That’s a horrible idea. It should never be more than 10%. If it is higher than that, as my dad would often say in business, “If I can do it, what do I need you for?” – a valid point. Oh, this is a question people should ask – and be aware that if the number is higher than 10%, be concerned. I usually find that the vendors that follow the mantra of more than 10% are listening to those who are either large size – by user base, or those that reach out (and a lot will never do), or those that use the system a lot. I’d focus on those who don’t, and a swarth of clients you have. Plus, uh, I don’t know – be the expert yourselves? That would be a great idea, don’t you think?
  • Your presentation. I see a lot of these, and I always tell them in an e-mail, to send it to me ahead of time, I will read it, and if I have any questions follow up. Then those who ignore that (and at least 90% do), start their discussion, pulling out the PowerPoint – and again, I tell them, no need to do it – just send it to me, and blah blah blah. With that, I see less than maybe 10% who ever send it. I love when they say, it’s confidential we can’t do it, but uh, you are willing to show it to me? That is, as Spock would say, “illogical.”
  • Case studies – I don’t care. Case studies are marketing materials – great for a vendor to show or send to a prospect, but from an analyst standpoint, not relevant. It won’t be a deciding factor on whether I am enamored with your system or not. I expect a vendor would have case studies – nice marketing spin and potential selling point – just remember they aren’t going to send you any case study or info around someone who dislikes them. It’s love all around!
  • List of clients – I always ask is the vendor the only one in the company (many have no response to that, and yes, how is that possible?) And what department they are in, or departments (they should know this – surprise, many can’t answer that – oh, and I never see the answer when I ask for it). I love the “we are very transparent with prospects.” Which I commend them on, but transparency means you tell me, while I am looking at the list, not me having to ask you.

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