5 Types of LMS Requirements

December 16 2014

John T Leh

CEO Lead Analyst

Talented Learning LLC

Todayrsquos Presenter John Leh

bull CEO amp Lead Analyst Talented Learning

bull Independent LMS analyst blogger and presenter

bull 19 years in eLearning and LMS

bull 13 years selling high-end LMS

bull Learning technology selection consultant

Todayrsquos Agenda

bull Introduction

bull Types of LMS buyers

bull Common mistakes and best practices

bull 5 Types of LMS requirements

bull QampA

LMS Shoppers and Buyers

bull Sizzle shoppers

bull Perennial I canrsquot get budget moaners

bull I have a 1000 critical requirements time wasters

bull Irsquom going to make a decision by end of month blowhards

bull Educated prepared buyers

Qualifying LMS Shoppers

bull Vendor perspective

bull 6-24 month sales cycle

bull 8-10 concurrent opportunities

bull 6-12 month ldquowindowrdquo for success

bull Aciculate business need Budget Executive Support

bull Define own requirements or cheat

bull Proceeding to RFP

5 Types of Requirements

bull Functional

bull Technical

bull Professional Service

bull Support

bull Business

Functional RequirementsLearner

bull Browse and search

bull Register

bull Uses dashboard

bull Social learning

bull Mobile learning

bull Gamification

Instructor

bull Class management

bull Content assembly

bull Virtual classroom

bull Online gradebooks

bull Assignments

bull OJT Checklists

Administrator

bull Globalization

bull CEU Management

bull Ad-Hoc reporting

bull Domains

bull Course upload

bull Notifications

Power of Use Cases To Define Requirements

A ldquouse caserdquo defines the step-by-step description of a sequence of events between users and the LMS to complete a desired function

bull Superior to matrix of 1000s of requirements

bull 100-150 key requirements

bull Helps focus and block out the static noise

bull Faster qualification of vendors

bull Keeps vendors focused and honestFunction

LMS

User

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Todayrsquos Presenter John Leh

bull CEO amp Lead Analyst Talented Learning

bull Independent LMS analyst blogger and presenter

bull 19 years in eLearning and LMS

bull 13 years selling high-end LMS

bull Learning technology selection consultant

Todayrsquos Agenda

bull Introduction

bull Types of LMS buyers

bull Common mistakes and best practices

bull 5 Types of LMS requirements

bull QampA

LMS Shoppers and Buyers

bull Sizzle shoppers

bull Perennial I canrsquot get budget moaners

bull I have a 1000 critical requirements time wasters

bull Irsquom going to make a decision by end of month blowhards

bull Educated prepared buyers

Qualifying LMS Shoppers

bull Vendor perspective

bull 6-24 month sales cycle

bull 8-10 concurrent opportunities

bull 6-12 month ldquowindowrdquo for success

bull Aciculate business need Budget Executive Support

bull Define own requirements or cheat

bull Proceeding to RFP

5 Types of Requirements

bull Functional

bull Technical

bull Professional Service

bull Support

bull Business

Functional RequirementsLearner

bull Browse and search

bull Register

bull Uses dashboard

bull Social learning

bull Mobile learning

bull Gamification

Instructor

bull Class management

bull Content assembly

bull Virtual classroom

bull Online gradebooks

bull Assignments

bull OJT Checklists

Administrator

bull Globalization

bull CEU Management

bull Ad-Hoc reporting

bull Domains

bull Course upload

bull Notifications

Power of Use Cases To Define Requirements

A ldquouse caserdquo defines the step-by-step description of a sequence of events between users and the LMS to complete a desired function

bull Superior to matrix of 1000s of requirements

bull 100-150 key requirements

bull Helps focus and block out the static noise

bull Faster qualification of vendors

bull Keeps vendors focused and honestFunction

LMS

User

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Todayrsquos Agenda

bull Introduction

bull Types of LMS buyers

bull Common mistakes and best practices

bull 5 Types of LMS requirements

bull QampA

LMS Shoppers and Buyers

bull Sizzle shoppers

bull Perennial I canrsquot get budget moaners

bull I have a 1000 critical requirements time wasters

bull Irsquom going to make a decision by end of month blowhards

bull Educated prepared buyers

Qualifying LMS Shoppers

bull Vendor perspective

bull 6-24 month sales cycle

bull 8-10 concurrent opportunities

bull 6-12 month ldquowindowrdquo for success

bull Aciculate business need Budget Executive Support

bull Define own requirements or cheat

bull Proceeding to RFP

5 Types of Requirements

bull Functional

bull Technical

bull Professional Service

bull Support

bull Business

Functional RequirementsLearner

bull Browse and search

bull Register

bull Uses dashboard

bull Social learning

bull Mobile learning

bull Gamification

Instructor

bull Class management

bull Content assembly

bull Virtual classroom

bull Online gradebooks

bull Assignments

bull OJT Checklists

Administrator

bull Globalization

bull CEU Management

bull Ad-Hoc reporting

bull Domains

bull Course upload

bull Notifications

Power of Use Cases To Define Requirements

A ldquouse caserdquo defines the step-by-step description of a sequence of events between users and the LMS to complete a desired function

bull Superior to matrix of 1000s of requirements

bull 100-150 key requirements

bull Helps focus and block out the static noise

bull Faster qualification of vendors

bull Keeps vendors focused and honestFunction

LMS

User

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

LMS Shoppers and Buyers

bull Sizzle shoppers

bull Perennial I canrsquot get budget moaners

bull I have a 1000 critical requirements time wasters

bull Irsquom going to make a decision by end of month blowhards

bull Educated prepared buyers

Qualifying LMS Shoppers

bull Vendor perspective

bull 6-24 month sales cycle

bull 8-10 concurrent opportunities

bull 6-12 month ldquowindowrdquo for success

bull Aciculate business need Budget Executive Support

bull Define own requirements or cheat

bull Proceeding to RFP

5 Types of Requirements

bull Functional

bull Technical

bull Professional Service

bull Support

bull Business

Functional RequirementsLearner

bull Browse and search

bull Register

bull Uses dashboard

bull Social learning

bull Mobile learning

bull Gamification

Instructor

bull Class management

bull Content assembly

bull Virtual classroom

bull Online gradebooks

bull Assignments

bull OJT Checklists

Administrator

bull Globalization

bull CEU Management

bull Ad-Hoc reporting

bull Domains

bull Course upload

bull Notifications

Power of Use Cases To Define Requirements

A ldquouse caserdquo defines the step-by-step description of a sequence of events between users and the LMS to complete a desired function

bull Superior to matrix of 1000s of requirements

bull 100-150 key requirements

bull Helps focus and block out the static noise

bull Faster qualification of vendors

bull Keeps vendors focused and honestFunction

LMS

User

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Qualifying LMS Shoppers

bull Vendor perspective

bull 6-24 month sales cycle

bull 8-10 concurrent opportunities

bull 6-12 month ldquowindowrdquo for success

bull Aciculate business need Budget Executive Support

bull Define own requirements or cheat

bull Proceeding to RFP

5 Types of Requirements

bull Functional

bull Technical

bull Professional Service

bull Support

bull Business

Functional RequirementsLearner

bull Browse and search

bull Register

bull Uses dashboard

bull Social learning

bull Mobile learning

bull Gamification

Instructor

bull Class management

bull Content assembly

bull Virtual classroom

bull Online gradebooks

bull Assignments

bull OJT Checklists

Administrator

bull Globalization

bull CEU Management

bull Ad-Hoc reporting

bull Domains

bull Course upload

bull Notifications

Power of Use Cases To Define Requirements

A ldquouse caserdquo defines the step-by-step description of a sequence of events between users and the LMS to complete a desired function

bull Superior to matrix of 1000s of requirements

bull 100-150 key requirements

bull Helps focus and block out the static noise

bull Faster qualification of vendors

bull Keeps vendors focused and honestFunction

LMS

User

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

5 Types of Requirements

bull Functional

bull Technical

bull Professional Service

bull Support

bull Business

Functional RequirementsLearner

bull Browse and search

bull Register

bull Uses dashboard

bull Social learning

bull Mobile learning

bull Gamification

Instructor

bull Class management

bull Content assembly

bull Virtual classroom

bull Online gradebooks

bull Assignments

bull OJT Checklists

Administrator

bull Globalization

bull CEU Management

bull Ad-Hoc reporting

bull Domains

bull Course upload

bull Notifications

Power of Use Cases To Define Requirements

A ldquouse caserdquo defines the step-by-step description of a sequence of events between users and the LMS to complete a desired function

bull Superior to matrix of 1000s of requirements

bull 100-150 key requirements

bull Helps focus and block out the static noise

bull Faster qualification of vendors

bull Keeps vendors focused and honestFunction

LMS

User

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Functional RequirementsLearner

bull Browse and search

bull Register

bull Uses dashboard

bull Social learning

bull Mobile learning

bull Gamification

Instructor

bull Class management

bull Content assembly

bull Virtual classroom

bull Online gradebooks

bull Assignments

bull OJT Checklists

Administrator

bull Globalization

bull CEU Management

bull Ad-Hoc reporting

bull Domains

bull Course upload

bull Notifications

Power of Use Cases To Define Requirements

A ldquouse caserdquo defines the step-by-step description of a sequence of events between users and the LMS to complete a desired function

bull Superior to matrix of 1000s of requirements

bull 100-150 key requirements

bull Helps focus and block out the static noise

bull Faster qualification of vendors

bull Keeps vendors focused and honestFunction

LMS

User

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Power of Use Cases To Define Requirements

A ldquouse caserdquo defines the step-by-step description of a sequence of events between users and the LMS to complete a desired function

bull Superior to matrix of 1000s of requirements

bull 100-150 key requirements

bull Helps focus and block out the static noise

bull Faster qualification of vendors

bull Keeps vendors focused and honestFunction

LMS

User

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Technical RequirementsDeployment Model

bull SaaS Private Cloud or On-premise

bull Content Distribution Network

bull Globalization

bull FDA 21 CRF Part 11 Validated

bull Federal CampA

Integrationsbull What integrations are required

bull What data is transferred

bull What work flow does it trigger

bull One way or two way

bull What technology is preferred

bull Batch vs real time

LMS

CRM

Portal

Virtual

Social

ERP

EHRI

Reporting

MOOC

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Technical RequirementsSecurity

bull Network securitybull Physical logical and

application securitybull Backupsbull 3rd Party penetration test

Standardsbull SCORMbull xAPI (Tin Can)bull AICCbull Safe Harborbull 508cbull PENS

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Implementation Requirements

bull Learning strategy

bull Project management

bull ROI measurement

bull Historical data migration

bull Customizations

bull Integrations

bull Validation services

bull Content design and development

bull Training

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Support Requirements

bull End User

bull Administrator

bull Weekly ndash 247

bull US International

bull Employee vs external

bull Managed administration

bull Dedicated resource

bull Weekly training

bull Tutorials

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Business and License Requirements

Vendor Qualificationsbull Industry experience

bull Project experience

bull Global location

bull Publicprivate company

bull Where are services provided

bull References required

bull User groupsmeetings

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Business and License Requirements3 Main types of LMS licensing

bull Perpetual

bull Annual of SaaS

bull Consumption

bull No right or wrong type of license

Other contract items to definebull Length of contract

bull Invoicing schedule

bull Payment terms

bull Unique insurance or financial disclosure

Conclusion

bull Big difference between shopping and buying

bull Be educated and prepared

bull Define your requirementsbull Functional

bull Technical

bull Professional Service

bull Support

bull Business

bull Need help Just ask