Case Summary
$4 trillion financial institution upgrades aging SumTotal system to ExpertusONE LMS
Challenge
With over $4 trillion in assets, this privately held financial institution has been a thought leader and solutions provider for nearly 200 years… and they were ready to upgrade their aging SumTotal LMS. Key areas of improvement included: user experience, reporting, mobile learning and integration.
Top Priorities:
Simplified user experience
Expanded compliance reporting
Modern mobile learning capabilities
Key Issues:
Non-intuitive LMS user interface
Complex, time-consuming reporting
Challenging system integrations
Solution
After reviewing upgrade options from SumTotal and a new Saba system, the bank decided to switch to an ExpertusONE LMS because of its superior features and modern functionality. Now their training offers:
An outstanding user experience that’s incredibly intuitive for learners, managers and admins; plus learner group segmentation for prescribed, profile-based learning
Robust analytics and compliance reporting with quick report generation (five clicks or less), mobile dashboards and custom compliance threshold alerts
Seamless API integrations with their future and existing enterprise systems like Workday and Salesforce
Advanced mobile learning capabilities including on/off sync, actionable analytics, Presence Sensing and instant contact share for all Apple iOS and Android devices
