Metalogix Academy

Metalogix and Appsembler make Open edX work for corporate learning.

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Cathy Herbert, Director of Training and Enablement for Metalogix, isn’t afraid to be a change agent. Tasked with scoping and implementing a major corporate initiative to better support partners in the collaboration space, she set out to transform the way training and sales enablement would be delivered internally and to partners, completely overhauling the methods of delivering training the company relied on in the past, and pushing the OpenEdX envelope along the way.

Driving Change

The business requirements for Metalogix’ new, online learning platform were ambitious: support global requirements for education, boost sales enablement capabilities, and optimize the internal resources required for training — all while being versatile enough for expanding capabilities and robust growth.

Metalogix customers and partners span the globe. Traveling on-site for in-person meetings and using whiteboards and physical media are no longer realistic given the diverse geographies of the organizations they serve and the need for customers and employees to access courses 24/7. “It was essential for us to find ways to deliver ‘on-demand’ training,” said Herbert. “We also knew that online learning brings significant value to the customer and partner relationships.”

Moving to an online learning environment also allowed better utilization of internal resources. Prior to the Open edX solution, Metalogix’ product managers were required to put in significant hours developing and delivering courses. With the flexibility of the new solution, Metalogix wanted to be able to tap the right subject matter experts at the right time, without having to recreate the wheel.

Finally, the solution had to include reporting, tracking and metrics for compliance as well as an easy-to-learn and engaging UI; and the architecture had to enable new functionality and growth, allowing for fast, agile improvement.

Open edX: Promise and Delivery

With the requirements in place, Herbert was chartered with finding the right learning management solution. She was intrigued by the use of edX for MOOCs, and excited to see if it could work in a corporate environment, one where training is offered to customers and partners free of charge.  “I decided the only way to see if Open edX was the right choice was to try it for myself,” she said.

The next step was to find an implementation partner. “We knew we needed a partner with deep expertise in the platform and an understanding of how to design and extend the sometimes-hidden capabilities – someone who would be willing to push past the limits of what had already been done. We found that with Appsembler,” said Herbert.

The Payoff

The deployment is off to a great start. In only the past few months, Metalogix has deployed 16 classes, including sales and technical fundamentals, engaged with over 300 internal and external users and is adding about 40+ partners per week.

“We are absolutely delighted with the response to the courses,” said Herbert.

One unique and critical feature to the Metalogix solution is the integration with Salesforce. “We are able to add a level of customized, profile-based personalization for users, identifying what type of user they are and then delivering course recommendations that are fit for that individual,” added Herbert. This allows the company to track engagement within Salesforce, generating valuable information for the organization as a whole.

“We knew we needed a partner with deep expertise in the platform and understanding of how to design and extend the sometimes hidden capabilities…We found that with Appsembler.”

— CATHY HERBERT, Director of Training and Enablement, Metalogix

Future Growth

As Metalogix looks to the future, they are continuing to add new courses including employee and partner on-boarding, deeper technical training courses, and courses for partners in areas such as India.  They have also added new reporting functionality. “Of particular interest is the use of branded portals,” said Herbert. “It’s potentially an area of great importance to some of our partners and customers and we are looking closely at how that can add greater value to our relationships.”

True Partnership

“We look at Appsembler as a true partner in this process,” said Herbert. “Anytime I can start with ‘here’s what I’m trying to do’ and have the problem turned into a solution – quickly – is of incredible value, especially considering the pace at which we move. Appsembler proved to be, and still is, an asset strategically and technically.”

With over 20,000 clients worldwide including some of the most recognizable companies across industries, Metalogix is a premier provider of management software for leading ECM systems. The company has partnerships with Microsoft and EMC and has received multiple awards in recognition of their outstanding customer support.

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