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Results-Driving Learning Solution in [Company]

Business Case for a

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Table of contents

The business need

The team - who needs to be involved?

The numbers - ROI of solution

The solution - how our business gets results

Conclusion

Q&A

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The business need

WHY?

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What are our business goals? Why customer Training?

Improve customer retention

  • Onboard and educate customers so they stick around for the long-term
  • Maximize product adoption by showing off the value
  • Make learning easy, while also increasing engagement and staying top of mind with customers
  • Empower customers with engaging and enjoyable learning that improves their experience and perception of our brand
  • Create a customer academy to establish our brand as a leader in the minds of customers
  • Increase retention and reduce customer churn by turning customers into experts and advocates�

Scale support

  • Reduce support tickets to allow customer-facing teams to focus on more strategic initiatives
  • Provide a positive onboarding experience for new customers from day one with quality training programs
  • Track and report on customer progress/performance metrics to understand where customers face barriers to learning and adoption
  • Use courses to cover the essentials so customers and support teams can spend more time focusing on what matters
  • Create a more knowledgeable and self-supporting customer base

After using an LMS, 72% of businesses believe to hold a competitive edge.

FinanceOnline, 2021

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What are our business goals? Why employee training?

Retain employees

  • Make new employees’ experiences a positive one with training designed to teach them about our culture, processes, policies, and more
  • Reduce time-to-performance for employees by getting them up to speed faster so they can feel productive and engaged from day one
  • Deliver required learning to new employees, while enabling them to self select other training that interests them
  • Save valuable time by automating training workflows, tracking learning and engagement, and getting a full picture of employee data �

Fill skill and development gaps

  • Attract, nurture, and keep top talent by giving people the tools they need to excel
  • Encourage employees to develop skills that help them be happier, more inspired, and more productive at work
  • Give employees another reason to stick around long-term by providing ways for them to level up their skills and learn new ones
  • Do more with less, better understand employees’ skills and put them to use in the most efficient way

94% of employees said they’d remain with a company that invests in their development

LinkedIn Workplace Learning Report

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What are our business goals? - Why employee training?

Be compliance audit ready

  • Ensure compliance is seamlessly woven into the foundation of every employee's role
  • Automatically enroll, test, and certify employees so we are always audit ready
  • Easily make sure that the right people are receiving the right safety, compliance, and ethics training at the right time �

The average yearly cost of non-compliance concerns in businesses is around $14.82 million.

(Lorman, 2021)

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What are our business goals? Why extended enterprise training?

Increase training efficiencies and reduce costs

  • Scale operations through customized, engaging learning experiences by delivering training globally
  • Enhance customer service and reduce compliance risks by providing online support resources, tracking training goals, and providing online support
  • Improve the effectiveness of those connected to our organization as well as offering better value to customers
  • Maximize the ROI of training by removing the knowledge gap between internal and external users
  • Deliver in-person training online, avoiding manual processes, travel restrictions and costs�

Grow the business through learning

  • Ease the onboarding process by making each individual across the organization feel welcome and informed
  • Lower demand for support teams
  • Online training will support brand growth, leading to a higher revenue
  • Offer multi-audience training can help strengthen our brand and spread awareness
  • Empower our audiences with an easy self-service system and pre-defined learning journey with minimal input

Extended enterprise learning helped 53% of companies grow awareness of their products/services

Brandon Hall Group, 2022

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The team

Who needs to be involved?

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The team

The selection committee

_

In order to evaluate and select a technology solution, identify a “selection committee” responsible for creating RFPs, scheduling demos, and evaluating

providers:�

  • Cathal from IT
  • Katie from Legal
  • Susan from HR
  • Yousef from Security

Our champions

_

Bridge the gap between the business and L&D by including senior leaders outside of the L&D team to help champion the initiative:

  • Léan from Finance
  • Colette from Business Development
  • Becky from People Operations
  • Cathal from the Partnerships Team

Only 36% of companies say their learning strategies are aligned with business goals.

Brandon Hall Group

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Our Investment

The numbers

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Based on [company name]’s needs, we propose the below costs on a <<1 year or 3 year>> commitment.

Our annual investment includes all maintenance and eligible product upgrades (based on price plan).

Contact LearnUpon for a demo, trial and detailed pricing information.

*The figures shown are for example purposes.

PREMIUM

$23,988

ANNUAL COST

USAGE

  • 300 active users
  • 1 portal

PLATFORM FEATURES

  • Custom branding
  • Reporting
  • Instructor-led training
  • Assignments
  • eCommerce
  • Gamification

  • SSO / API
  • Multiple languages
  • White labeling
  • Integrations: webinar, Zapier, Salesforce

ENTERPRISE SUCCESS

  • Designated Customer Success Manager

PREMIUM IMPLEMENTATION

  • Designated Implementation Consultant
  • Tailored implementation plan

$6,000

ONE-TIME FEE

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Return on Investment (ROI)

The numbers

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Hit business KPIs - Customer Training

Example: Customer onboarding

Primary goal

Reduce customer onboarding time by 40%

$510,000 in estimated annual revenue

Metric to measure

Pre learning solution implementation

Post learning solution implementation

Customer onboarding by number of days

50 days

30 days

Training Results

Convert % to revenue number

40%

$510,000

Learning solution cost

$186,000

ROI calculation

$510,000 - $186,000

Return on investment from learning solution

$324,000

Explain where the assumptions and data comes from...

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Hit business KPIs - Employee Training

Example: Employee training

Primary goal

21% reduction in employee turnover

$240,000 in estimated annual revenue

Metric to measure

Pre learning solution implementation

Post learning solution implementation

Employee turnover

86%

65%

Training Results

Convert % to revenue number

21%

$240,000

Learning solution cost

$148,000

ROI calculation

$240,000 - $148,000

Return on investment from learning solution

$92,000 in addition to a 21% reduction in employee turnover

Explain where the assumptions and data comes from...

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Hit business KPIs - Extended Enterprise Training

Train multiple audiences

Primary goal

Increase course completions by 40% in 1 year

$680,000 in estimated annual revenue

Metric to measure

Pre learning solution implementation

Post learning solution implementation

Course completion rate

40%

70%

Training Results

Convert % to revenue number

30%

$680,000

Learning solution cost

$280,000

ROI calculation

$680,000 - $280,000

Return on investment from learning solution

$400,000

Explain where the assumptions and data comes from...

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How to get our business results

The solution

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Where our people learn. How our business gets results.

LearnUpon makes learning simple, so its impact can be big. By championing learner-centric experiences and results-focused support, they make it easy for global businesses to centralize and build learning strategies that drive real business results.

Put the learner first

Centralize how learning is managed

Drive results through partnership

Streamline how we create, manage, deliver, and track training, within a single solution.

Work with LearnUpon’s expert Customer Experience team to create a personalized strategy for success.

Create an easy, engaging, and enjoyable experience that makes learner goals simpler to achieve.

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“LearnUpon is used as a selling point in our sales process. People want to know they have access to high-quality training resources, and we’ve been able to deliver on that promise.”

𑁋

Moriah Ujano, Member Education Manager, WebPT

“We’re a lean team and LearnUpon makes our job easier so we can focus on improving our programs, achieving our KPIs, and ultimately making Sonic the best place to work and shop.”

𑁋

Douglas Bryant, VP of Talent Management, Training and Recruiting, �Sonic Automotive

“...the investment versus the business impact of LearnUpon is outsized. We’re seeing real results. Two years ago, I had to do the storytelling to paint that picture, and now we’re reaping the rewards."

𑁋

Jaclyn Anku, Partner Education Manager, Gusto

“With LearnUpon, our training not only ensures we get consistent results for our clients, but we also see how growing a learning culture positively impacts our employee turnover, performance, and happiness.”

𑁋

Jennifer Hovestadt, Senior Training Manager, Premium Retail Services

“The relationship has enabled us to think strategically about learning and our business. The knowledge and experience we’re offered is brilliant, and it reassures us we’re doing the right things.”

𑁋

Chris Palmer, Learning and Development Advisor, Edrington

SEE REAL RESULTS AND A POSITIVE RETURN ON INVESTMENT

USE TRAINING �AS A VALUE-ADD SELLING POINT

SAVE TIME ON ADMIN SO YOU CAN FOCUS ON ACHIEVING YOUR KPIs

GET CONSISTENT RESULTS FOR CLIENTS AND FOR YOUR PEOPLE

THINK STRATEGICALLY ABOUT LEARNING

“We’ve experienced exponential growth over the last 2 years using LearnUpon, and we’re now training more than 10,000 people a year.”

𑁋

Scott Edwards, Director of Netskope Academy, Netskope

EXPERIENCE EXPONENTIAL GROWTH

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Conclusion

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[company name]’s current learning solution is insufficient for business needs.

We need a solution that centralizes content and makes it easy to deliver learning that impacts what matters: performance, retention, and growth. The best option is LearnUpon LMS.

If adopted, the solution is projected to allow us to [example answers is notes section].

  • Insert your business goal
  • Insert your business goal

Conclusion

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Q&A

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Thank you!