SAP Litmos was designed to be agile and easy to implement, therefore implementation time can span as little as a few days. The responsibility of uploading content, creating users and team structure, and managing the system belongs to you and your organisation. It's important to plan what your implementation will look like from the outset.
While most implementations of Litmos vary based on your organisation and intended use case, this article can be used as a guide to pick and choose what's relevant to your project.
If your use case is complex, it's useful to break the implementation in to phases over time. That way you can start to deliver value earlier in the implementation cycle.
If you have a complex (customized) or sizeable learning environment we strongly recommend you purchase at least one sandbox environment to give you a safe place to test changes before releasing to production. It can be helpful to define a governance process around how you will perform future updates to your environment to avoid negative impact on your learner experience.
Before you start
Give access to any person(s) who will be assisting in the implementation process. Create accounts for them and grant them the proper Access Roles. Generally, if they are assisting in the early phases of your SAP Litmos project, they will need Account Owner or Administrator access roles.
Plan your project
This section is about putting some thought in to what you want your launch product to look like and how you want to get there - it's the 'who', 'why', 'where', 'what', 'when' (and possibly a few other 'w' words).
It's helpful to start by identifying a measurable objective and work backwards from that. You could agree a phased approach to get you to that objective.
- Have all admin users take the Litmos Dojo Onboarding Learning Path.
- Identify and bring together your project team.
- Establish your desired timeline, working backwards from launch date.
- Discuss the priorities for launch and align your implementation accordingly, using phases if necessary.
- Lay out milestones using this article as a guide.
- Identify what your go-live product will look like - it helps to write this as a 'success criteria' and description of what training you are delivering, to whom, where, how and when. For example, decide how are learners accessing training? Direct assignments (compliance)? Self enrollment/browsing (choose your own path)? ecommerce?
- Create a communication plan for your project team.
- Create a launch and adoption plan - soft launch, advertising, exec buy-in etc..
It's useful to identify any risks, lessons learned from previous systems and challenges you may have encountered during the sales cycle or evaluation early in the process. It's better to be upfront and deal with them early.
Configure account settings
This section is about the overall configuration of your account - it's easy to forget this part when focussing on content and people. It's an important part of your implementation and covers things like branding, localization, custom fields for reporting, turning on features, updating various system emails your users will receive at points along their learning journey.
- Complete account profile.
- Set up theme to reflect your organization's branding guidelines (you can go to town on this one to really help with adoption).
- Configure data security preferences
- Configure roles and permissions settings
- Configure system email from address
- Configure all system generated email templates to your desired wording/branding
- Configure login screen and welcome message for users
- Configure user profile fields
- Configure custom fields and labels
- Configure message sending options
- Configure your dashboard
Linking Litmos in to your organisation
LMS implementations are rarely done in isolation. It's common to connect Litmos to some other system such as CRM, HCM, BI, SSO, commerce etc. Because each connection/integration is different and specific to your use case, it could be via one of our out-of-the-box connectors or it could be API based.
Because of this, it's advisable to search for details on specific integrations in the knowledgebase.
Populate Litmos with learning content
This section can be relatively quick, if for example you are using Litmos content already provisioned to your account, or it can be the biggest part of the project if you're building your own content from scratch. If this is the case, allow plenty of time in your project to build, review and test your content.
Using professional looking and engaging content is a key element of user adoption. Take some time to understand the different module types available to you in Litmos that you can use to build courses. Consider using Litmos modules like Page of Information, assessments, checklists etc. to 'top and tail' and uploaded modules you may have (such as SCORM files).
- Create course shells
- Create course meta-data, custom fields etc.
- Create Learning Paths and organise courses in to them
- Create new SCORM content
- Render and organize video content
- Create assessments/surveys
- Set up ILT sessions
- Upload modules
- Upload additional references
- Configure courses settings
- Configure escalations
- Configure Boosts
- Configure automations
- Configure equivalencies
- Create/upload certificates
- Add gamification
Build a team structure to organise learners
The section is about organising your user-base in to cohorts for the purposes of mass course assignment - through libraries or directly - and reporting on groups of users. Note that your org chart structure may not be optimal for how you want to organise your learners for course assignment.
Getting your team structure right makes life so much easier over the longer term when the system is operational. If in doubt, start small and build up as you get used to how the team structure affects user and course assignment management.
It helps to start by defining what courses need to be available to what teams, and what reporting will need to be pulled based on Teams, for example:
- Location and sub location (North America :California : Southern California etc.)
- Job title (sales, marketing, etc.)
- Job level (manager, specialist, etc.)
- Pay type (salary, hourly, etc.)
- Internal vs. External
- Customer vs. Partner vs. Employees
- Primary Language
- Learner’s Manager
The following tasks are examples of what building out your team structure in Litmos could look like:
- Review Dojo courses on building teams
- Review teams guidance article here
- Plan/build team structure
- Assign courses/learning paths to appropriate teams and team libraries
- Promote Team Leaders/Team Admins after importing users
Populate Litmos with users (learners, team leaders, team admins, account owners)
People are important, so let's treat them right! This section is about creating your users and user profiles in Litmos. Not only do you need to think about getting your current users in to Litmos, you need to consider how you will manage them as people leave, join and move around your organisation.
To help determine which method to to use, ask the following questions:
- How will users be accessing the system?
- Do you need to export a list of users from another system?
- Does an integration between Litmos and another platform need to be built in order to constantly sync users?
- After launch, how will users be imported and updated in the system?
You may also want to consider if this is a good time to assign the courses to users.
Another important element of this section is importing any historical learning data. If you are moving from one LMS to another for example.
The following tasks will depend on the answers to the above questions. You may end up with more than one approach - for exaple, a bulk upload followed by an integration to keep things in synch as your organization changes.
- Configure self-sign up if required.
- Prepare the user bulk imports using templates provided.
- Import users to Litmos via bulk upload.
- Set up SSO (Single Sign On).
- Prepare the learning data history import using template provided.
- Process history import through Support team.
- Add users to teams (generally easier to perform this step on import).
Learning is a key element in the ability for your organisation to compete. Ensuring you put the right insights on organisational learning progress in to the hands of your executives is an important step in the organisational learning journey.
- Complete Dojo training on reporting
- Set up scheduled reports
It's no good delivering a whizzy learning platform with stellar content if nobody uses it. While we might like to think if we build something great and put it out into the world that's enough to draw people in, it's not going to give you the best result for the time, effort and money invested in your learning platform.
We strongly recommend planning out how you will market your shiny new system and drive organizational learning adoption over an extended time period.
This step may be as simple as as going to the People tab and selecting the blue “Send login emails” link on the right to send the welcome email to all your learners. This may be sending out an email to all employees that Litmos is now available through Okta or another Single Sign On system. However, you choose to invite your learners into the system, this is the phase in which your learners will first learn about Litmos.
Through previous customer feedback, we have learned that the best way to get immediate and high learner engagement is to market to them as if you were a business marketing to prospective customers. Therefore, we recommend being both creative and encouraging through this step and as long as everything goes as planned you will begin to see your login rates grow.
Review this article for tips and ideas to get you started.
Get more from Litmos
The biggest competitive advantage for an organisation is the ability to learn and adapt faster than the competition so how do you get more from your LMS? We recommend using the following questions to discover new ways to use Litmos:
- Am I making best use of all available features (simply navigating through the application can help you discover new things)?
- Am I using the features - such as automation - to make the admin tasks as efficient as possible (our Support team or your Account Manager can help with this)?
- How will you improve the depth of training you offer?
- How will you improve the breadth of training you offer?
- How will you better motivate people to participate in learning?
- How will you encourage and deliver continuous learning where your learners are?
- How could you improve the success of your extended organisation through learning?
- Which other parts of your business would benefit from hearing what Litmos can do for them (your Account Manager can help with this)?