Implementation Process

Implementation of your new CourseMill product is easier than you think - and painless! We walk you through every step of the way. We work together to install and customize to your needs because you know your environment and culture best. We will jointly agree on the time-line to roll it out and go live with your audience. Our process is structured to let you know what resources will be needed and when. We focus on knowledge transfer from the very beginning.

Dedicated Project Manager

Before you are even introduced, you have been assigned a dedicated Project Manager who will guide you every step of the way. We conduct a kickoff meeting with your team to outline the process and review the critical success factors for the implementation. Once the project is underway, we will have on-going meetings to ensure the project is moving on schedule and to remove any roadblocks.

Kick-off Meeting

During the kick-off meeting, all parties are introduced to each other so everyone understands all roles. We walk through a ‘Getting To Know You’ survey which helps us understand your training needs and blueprint for success. Details around configuration options, branding, integration to other systems, etc, will be understood so we can determine what kind of time line we will need.

Determining your Implementation Completion Date

CourseMill can be implemented in less than a week if need be. However, most clients still need time to coordinate numerous items on their end. They may need to determine what and how other internal systems (or legacy LMS systems) will need to pass data or retrieve data from CourseMIll. Or it might be simply needing to finish the development of courseware. The timeline and project plan is jointly developed with your core team to ensure the implementation process will not interfere with your day-to-day operations, and will be as high a priority as we need it to be.

Physical Install

After kick-off, two things occur before training begins:

  1. Actual software install:

  2. Determine your branding needs and begin working with a graphics team to implement them.

Once your system is up and running, the training begins!

Training / Knowledge Transfer

Eight hours of training is set aside for you in four 2-hour sessions. Once a session is complete, there are usually items that need coordination on your end before moving to the next session. So each session is scheduled based on your needs and how many items will need your attention. Listed below are the training sessions and the general topics covered.

Session No.

Topics

1

Configuration settings

Hierarchical organization setup

Template Notifications

Facility descriptions

System integration needs (see below)

2

Course/Curriculum Set-up and Management

3

User set up and Management

4 Reporting and Miscellaneous

Training usually is done via webinar technology. Training can also be provided on-site, at your location, if needed, for an additional charge. The customer begins using the system right away to ensure training is being applied instantly. As training progresses, we are ultimately setting up your system for your future go-live date. There is an area for testing functionality, but we also will essentially be building your live environment from the ground up, one training session at a time. Upon completion of Session 3, we like to give our clients time to play with the system, execute courses and create real training usage data in CourseMill. Then in Session 4 when we cover reporting, the executed reports will contain familiar data. Once all sessions are complete, your team will be confident in their expertise of the system and will be able to concentrate on driving towards that go-live date!

System Integration Needs

There may be a need to collect data from other systems either for an initial load or for an on-going import/export feed. This data could include HRIS data, active directory data, or legacy LMS data, etc. It also includes setting up Single Sign-On if that is a requirement. Our team works side by side with your IT resources providing guidance where necessary. We can begin running sample imports/exports while we are still in training.

User Acceptance Testing and Go-Live

Once all training and system integration is complete, your team will conduct their user acceptance testing. This gives your team time to review the system to ensure it is ready for roll-out and that all team members are ready to manage the system.

Once your team has signed off on the Implementation Project, we won’t leave you on your own yet! Your dedicated Project Manager will continue to be available for support for several months until the questions die down and we feel you are as much of an expert as we are! At that time, all support needs will be transferred to our call center.

Sample Implementation Schedule

Task

Who
TBD***
ELB Learning Client

 

Duration Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6

Kick-Off Meeting

Define Team, Requirements, TimeLine, Desired Go-Live Date

  1 hr            

Software Install

External Config settings (email, SSO, storage areas, URL)

  2-3 hrs**            

System Integration Needs

SSO, Imports/Exports, etc.

  2 hrs**            

Training Session 1

Admin area, Organizational Hierarchy, Notification Templates

  2 hrs            

Branding

Colors, Landing Page, Graphics, Registration & News Page

 

2 days**

           

Training Session 2

Courses, Curriculums, Sessions, Registration, Assignments, Grading, Certificates, Social Learning

 

2 hrs

           

Training Session 3

User Management, Batch loads, Instructor/Reporter Roles, Transcripts, Archiving, Merging

  2 hrs            

Training Session 4

Reporting, Miscellaneous, Preparing for Go-Live

  2 hrs            

User Acceptance Testing

Define Tasks, Testing, Problem Solving, Ensuring Adoption

  **            

Go-Live

Data Conversion, Instructor/Reporter Training, User Announcements, Roll it Out!

  **            

Sign-Off

               

On-Going Support for approximately 3 months

 

24 hrs

           

** This does not include the time you, the customer, will need to prepare items on your end. Since all customers are different, it is not possible to estimate this for you.

*** Who is responsible for which items will be determined at kick-off. Much depends on what was purchased up front.

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