Learning & Certification Platform
A platform where customers learn at scale.
Workflow
Step 1Learning Platform Evaluation & Selection
ObjectiveEvaluate and select learning management system (LMS) for customer education
InputLearning requirements, budget, integration needs, user volume
OutputSelected LMS platform with implementation plan
Key activities
Define LMS requirements, evaluate platforms (Thought Industries, Docebo, Lessonly), assess integration capabilities, pilot with team, negotiate contracts
Decision points
Right feature set? Scalable? Integration feasible? Cost acceptable?
Tools: LMS evaluation matrix, vendor demosRoles: Operations (lead), IT (integration), Product marketing (content)
Success: LMS selected, contract signed, implementation roadmap ready
Quality gate: Platform selected and contracted, vendor kickoff scheduled
Why it matters
- Scale makes one-on-one training impossible. A platform makes education repeatable, measurable, and self-serve.
Best practices
- Pick a platform that fits how customers learn.
- Run a real content production pipeline.
- Track enrollment and completion.
- Improve from usage analytics.
Common mistakes
- A platform with no content strategy.
- Content that goes stale.
- No measure of learning outcomes.
Key questions
- What must the platform deliver to reduce support load?
- Is learning actually changing behavior?
Agents that drive this
Onboarding CoachWorkflow Builder
Tools we use · alternates in [ ]
Notion[ Confluence, Obsidian ]Supabase[ Postgres, Firebase ]