SumTotal Ask The Expert Track

Following the formula of our popular SumTotal “Ask the Expert” series, this track offers opportunities to learn from SumTotal product specialists and your peers as they share their expertise on key topics. At these sessions, you’ll examine best practices and techniques proven to maximize business results and performance. You’ll also see the latest product innovations from SumTotal, gain insight on implementation experience, and discover how you can apply them to your business. Topics featured in this track are listed below:

Creatively Using News in the Learning Management System
Presenter: Helen Hutchinson, Product Specialist, SumTotal Systems

Interested in using the TotalLMS News section to your advantage? Join this session, and you’ll learn creative ways you can use the News feature to communicate with audiences of all sizes. Gain a better understanding of how News works, how non-programmers can build a simple News page, and how anyone can leverage News to simplify user navigation. Come explore this flexible feature of TotalLMS!


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Using Collaboration to Meet Business Requirements
Presenter: Helen Hutchison, Product Specialist, SumTotal Systems

Have you put collaborative or other social networking tools to work for your learning programs? If not, now is the time to get started! At this session, you’ll get expert guidance on how your organization can use the TotalLMS Collaboration tool to effectively meet key business requirements for your programs. Explore ways you can leverage collaboration to promote better learning, provide feedback to program designers and facilitators on new offerings, initiate pre-activity discussions to build participant anticipation, drive 30-60-90 day follow-up for ROI activities, create Book Clubs, market new learning products and services, drive employee retention through discussions with subject matter experts, and much more.


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Managing and Tracking Continuing Education Credits for Certifications
Presenter: Bill Docherty, Sr. Director of Product Management, SumTotal SystemsPresenter: Margaret Headley, Lead Product Specialist, SumTotal Systems

Is your organization challenged with managing regulatory continuing education requirements (CEC)? Are your learners meeting their annual certification requirements to be compliant with today’s critical regulations? Without timely notification and tracking of certifications, your organization faces costly compliance lapses and regulatory fines. Additionally, CEC requirements differ from state to state—making compliance tracking and auditing even more complex. Attend this session, and learn how you can avoid the risks of non-compliance using the new Continuing Education Credits capability in SumTotal LMS 8.2. You’ll take away valuable techniques for streamlining the CEC tracking process, along with proven methods for preventing the CEC lapses that can rack up huge liability and non-compliance expenses. Plus, explore the new full-featured 8.2 toolset that lets you track multiple CEC requirements.


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Learning Management and Web 2.0 – Using SumTotal Solutions and Social Networking
Presenter: Marla Noble, Director of Learning and Performance Solutions, Citrix

Is your organization applying the power of social networking and Web 2.0 tools to its talent development strategy? Attend this session to learn how Citrix leverages SumTotal not only to meet its learning needs, but also to make its learning environment a fun place for employees to gather information. Explore the company’s pertinent business drivers for success, along with the project steps and people involved from concept to implementation. You’ll learn Citrix’s design process and definition of social networking, plus a proven approach to achieving CEO buy-in support. And gain a live look at the Citrix learning management destination itself.


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LMS Best Practices: Building ILT Learning Activities – What Are My Choices?
Presenter: Stephen Kilpatrick, Product Specialist, SumTotal Systems

Are you interested in adding Instructor-Led Training (ILT) activities to your LMS and in need of some proven best practices?  Look no further, this session will deliver an informative exchange on how you can build ILT learning activities in the TotalLMS and a review of the choices on the menu, including:

  • ILT Course / Class relationships the Purpose, the Plan, the Process (using Offered-by Links appropriately)
  • Brand New Activity Wizard for Version 8.2!  ‘An Introduction to the New Functionality’.
  • How do my decision with ILT Course / Class structures effect what I am able to report on in Report Manager.
  • Advantage of Using Sessions


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Understanding Learning Activity Architecture: Assigning Learning Using Jobs, Organizations, and/or Audiences
Presenter: Sandy McQueen, Sr. Product Specialist, SumTotal Systems

Did you know you can leverage the assignment property in TotalLMS to successfully develop learning plans by using Jobs, Organizations, and/or Audiences? Join this interactive session as our SumTotal expert shares proven best practices for using dynamic assignments to plan learning and support skill development and certifications.


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The Who, Why & How of Establishing a Learning Application Governance
Presenter: Jennifer Burkle, Sr. Learning & Development Consultant / Learning Applications, Wells Fargo

Want a successful enterprise-wide LMS? You need the guidance, oversight, and business direction of a corporate governance committee. Join representatives from long-time SumTotal customer Wells Fargo as they present an informative look at lessons learned in building an effective governance committee for their learning applications. Topics include key components of their governance model—including what works and why—plus an overview of necessary roles and member responsibilities. You’ll also learn valuable tools and techniques to facilitate and improve committee collaboration.


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Building a Successful Enterprise-Wide System
Presenter: Jim Lorbecki, Sr. Director, US Commercial Systems, WyethPresenter: Steven Wells, Sr. Director of Commercial Learning & Development, Wyeth

Does the idea of “going enterprise” with your talent development solution seem like a daunting task? Don’t let potential challenges overwhelm you. Join Jim Lorbecki of global pharmaceutical giant Wyeth as he shares best practices from his company’s enterprise deployment experience. Learn how a grassroots effort led by the U.S. Commercial and Information Systems organizations guided Wyeth to the successful implementation of its enterprise TotalLMS solution. We’ll discuss ways to build collaborative relationships between departments, methods for developing a governance process, and the value of various LMS usage and support models that helped Wyeth enable company-wide LMS adoption. You’ll also learn how to manage and deploy learning technology initiatives across organizational boundaries, while gaining useful strategies for controlling costs related to 21 CFR Part 11 system validation. Finally, you’ll get tips on how to best communicate your strategy and successes to senior management.


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Develop Talent and Accelerate Your Training with TotalLMS
Presenter: Corrie Woolcott, Performance & Training Consultant, MedImpact Healthcare Systems, Inc.

Using a variety of key tools within TotalLMS, MedImpact has saved time and money, while allowing employees to accelerate their training like never before. Join this session to hear MedImpact Performance consultant Corrie Woolcot discuss proven techniques for reducing on-boarding time for new hires. You’ll discover how MedImpact uses the Assignment  feature to automatically assign new employees a series of compliance courses. You’ll also learn how the company uses the Notifications tool to increase automated communication and reduce manual oversight by managers and supervisors. Through MedImpact’s experience, you’ll learn how to customize e-mails for more effective marketing using simple HTML that’s built into the LMS—no HTML knowledge necessary!  Understand the real value of reporting—and see how using the LMS as a performance-consulting tool can help generate business for internal clients.


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ResultsOnDemand – Learning: Tips & Tricks
Presenter: Matt Wilkinson, Sr. Director, Product Management, SumTotal SystemsPresenter: Narendra Patil, Director, Product Marketing, SumTotal Systems

Whether you’re new to ResultsOnDemand – Learning, a seasoned pro, or considering a move to the OnDemand world, this informative session offers best practices for deriving the most value from your LMS. Let our expert walk you through such popular topics as:

  • Getting more from the News page
  • Setting domain configurations to enhance user experiences
  • Utilizing the new subscription link functionality
  • Thinking outside the “ASP-” security role box
  • ROD Reporting: 8.2 and beyond


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Why Does Performance Management Matter to Learning Professionals?
Presenter: Ray Pitts, VP Professional Services, SumTotal Systems

Explore the most compelling reasons for learning professionals to care about performance management. At this session, you’ll discover how a link between performance management and learning enables you to create development plans that align directly with your organization’s goals. You’ll also learn first-hand how a unified approach to learning and performance management can help you identify exact employee development needs, while clearly demonstrating the relationship between your training programs and organizational strategy. The convergence of learning and performance creates a valuable opportunity to diagnose critical talent development issues—and prescribe optimal ways to fix them. Whether you’re interested in leading the charge, or simply learning more about it, don’t miss this informative discussion.


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