Consultancy · LMS selection

The 6-point LMS audit we run before any vendor demo.

Buying an LMS is a five-to-seven-year decision. Most teams pick on demo wow-factor, then discover the gap once 5,000 learners are on it. Our audit replaces hunch with evidence — every step is documented, weighted, and signed off by the people who actually have to use the platform.

The six checkpoints — in order.

Skip one and the next costs more. Do all six and the vendor demo becomes a confirmation, not a discovery.

1
Needs analysis

Map what your workforce actually does.

Forget the wish-list. We interview 8–12 stakeholders across L&D, IT, security, compliance and three frontline cohorts to surface the real use cases: who's learning what, when, on what device, and under what compliance regime.

  • Stakeholder interview kit (8–12 sessions)
  • Use-case matrix mapping learners → content → outcomes
  • Compliance & data-residency requirements logged
  • Device + network profile per cohort
Deliverable
Needs analysis report & signed-off priority list
2
Inventory & gap

Audit the LMS you already have.

Nine times out of ten the existing LMS does 70% of what's needed — it just isn't configured. We benchmark current usage, completion rates, content debt and admin overhead against the new needs map.

  • Usage data extract (12-month look-back)
  • Content inventory + lifecycle audit
  • Admin time-cost analysis
  • Gap report: keep / fix / replace
Deliverable
Gap report with "stay or move" recommendation
3
Scorecard build

Weight the criteria — before you see the demos.

Vendor demos are designed to wow. A signed-off scorecard means decisions get made on weighted criteria, not the last screen anyone saw. We build the matrix with you: 18–24 criteria, weighted 1–5 by your team, before any vendor enters the room.

  • 18–24 weighted evaluation criteria
  • SCORM / xAPI / AICC technical depth checks
  • Integration map (HRIS, SSO, BI, ticketing)
  • Accessibility & WCAG conformance test
Deliverable
Weighted vendor scorecard, locked & signed
4
Long → shortlist

Reduce 30 vendors to 3 in five days.

We run RFI against the scorecard, screen responses anonymously where possible, and surface a defensible shortlist. The output is a one-page board memo — not a 60-page spreadsheet — explaining why these three made it through.

  • RFI template & vendor outreach
  • Anonymised scorecard scoring
  • Reference-customer call list
  • One-page shortlist memo for sponsor sign-off
Deliverable
Shortlist of 3 with evidenced rationale
5
Workforce beta

Put real learners on the shortlist.

The single most-skipped step in LMS buying — and the highest-ROI. We design a 2-week beta with 30–60 real learners per platform, hosting the same three courses on each. We measure completion, time-on-task, satisfaction, and admin friction with identical instruments.

  • Three benchmark courses ported to each platform
  • 30–60 learner panel per platform
  • Standardised xAPI tracking across all three
  • Daily moderated feedback rooms + exit survey
Deliverable
Side-by-side beta report — learner & admin lens
6
Decision & rollout

Choose, negotiate, and de-risk migration.

The decision becomes the easy part. We then negotiate the contract using the leverage from the beta, design the migration sequence (typically 90 days for SCORM-tracked history), and stand up the admin team on the new platform before go-live.

  • Contract negotiation playbook (SLA, exit clauses, data ownership)
  • Migration plan with rollback gates
  • Admin training & super-user network
  • Go-live communication kit
Deliverable
Signed contract + 90-day migration plan

What goes on the scorecard.

A worked example of the weighted matrix we build in Step 3. Weights are tailored to your needs analysis — but this is the spine.

CriterionWhy it mattersWeightWhat we test
SCORM 1.2 / 2004 + xAPI fidelityIf tracking breaks, audit breaks.5Suspend data, score, success status, per-question xAPI
Single sign-on (SAML / OIDC)Adoption falls 30% without it.5Live SSO test with your IdP, edge-case account states
Mobile / offline experienceFrontline + field teams.4Beta cohort on phones & tablets, offline-then-sync
Accessibility (WCAG 2.2 AA)Legal & ethical baseline.4Keyboard nav, screen reader, contrast, captions
Reporting & BI exportL&D needs to prove ROI.5Native dashboards + raw export to Looker / Power BI
HRIS / SCIM integrationAuto-provisioning is non-negotiable.5Workday / SuccessFactors / BambooHR live test
Content authoring depthStoryline / Rise / Captivate / native.3Round-trip publish from each major tool
Admin UX & time-to-taskAdmin time is the hidden cost.4Five admin tasks, timed on each platform
Data residency & securityGDPR, SOC 2, ISO 27001.5Hosting region, sub-processor list, certs
Total cost over 5 yearsList price is rarely the real price.4Per-seat + storage + integration + admin time
Step 5 deep dive

The workforce beta test — where instinct meets evidence.

Each shortlisted platform hosts the same three courses. The same 30–60 learners take them in randomised order. We instrument every interaction with identical xAPI statements so the comparison is apples-to-apples, not marketing-deck-to-marketing-deck.

Two weeks. Three platforms. One verdict the whole steering committee can defend in a board meeting.

Beta · Side-by-side · Day 14

Completion rateA · 89%   B · 76%   C · 64%
Avg time-on-taskA · 27 min   B · 31 min   C · 44 min
Mobile session % A · 62%   B · 41%   C · 18%
Admin time / cohortA · 1.5h   B · 3h   C · 6h
Learner satisfaction (NPS)A · +48   B · +22   C · −8
Support ticketsA · 4   B · 11   C · 27

From kick-off to signed contract in six weeks.

A typical engagement timeline. Compressed if you're already mid-RFP. Slower only if you want pilots in additional regions.

Week 1
Needs analysis & stakeholder interviews
Week 2
Inventory audit & gap report
Week 3
Scorecard build & RFI to long-list
Week 4
Shortlist memo & sponsor sign-off
Week 5
Workforce beta on shortlisted 3
Week 6
Decision, negotiation & migration plan

Thinking about an LMS move? Start with the audit.

One fixed-fee engagement. You walk away with the report whether or not you change platform. We've never had a client who didn't find €50k+ of savings inside the gap report alone.

Book an LMS audit