iorad + 360Learning

iorad + 360Learning

The partner process for Essential, Advanced, and Ultimate implementations.

Start

background

Let's check out the partnership before we dive into the process.

What is iorad?

Iorad is a software platform designed to help organizations manage their training on applications more efficiently. Here are some of the benefits of using iorad:

• Enhanced Learning Experience
• Improved Knowledge Transfer
• Increased Productivity

• Self-Paced Learning
• Scalability of Training
• Data-Driven Insights

What is the partnership?

• Clients can purchase the full iorad integration at a discount as part of a bundled package with their platform
• The client to add the iorad browser extension to Chrome, Mozilla, etc.; no action is required from an SDM; the client adds the browser extension themselves (or with the help of iorad)
• Adding the extension will activate an iorad activity button when the client is creating a course that allows them to quickly create an iorad tutorial and have it automatically embedded via a document activity

360Learning + iorad Sales Deck

See the iorad extension in action!

Let's take a look at the process for Essential, Advanced, and Ultimate clients with iorad.

process

See the email template sections here

Essential implementations

For Essential clients with iorad, there little action that our team needs to take to get the client up and running. We will simply need to take the following actions:

• As of now, Lauren will host kick-off (KO) meetings with Essential clients and include an iorad-specific section in her follow-up with the client both after their KO and their launch
• The client will be provided with access to an iorad-specific course via the Engagement Academy (EA)

• If an Essential client needs iorad-specific support, they can schedule a training call and/or submit a support ticket through their iorad dasboard

Essential implementation timeline

Bookmark Ashleigh's calendar

See the email template sections here

Advanced/Ultimate implementations

For Advanced + Ultimate clients with iorad, we will host planning meeting with the client and an iorad representative to get the client started.

• The SDM will schedule a planning meeting with the client and iorad; you can check Ashleigh's (from iorad) calendar to align times with all 3 of you

• The client will be provided with access to an iorad-specific course via the Engagement Academy (EA)
• The LEC will include an iorad-specific section to their follow-up email

• If an Advanced/Ultimate client needs iorad-specific support, they can schedule a training call and/or submit a support ticket through their iorad dashboard

Advanced/Ultimate implementation timeline

Client support is as easy as them accessing their iorad dashboard.

support

See the dashboard in action!

For these and any other related questions, we send them to their iorad dashboard to schedule a training call.

Client support comes from iorad

...does the client need iorad-specific training outside the course provided in the EA? ...does the client need technical support for an issue that is specific to iorad? ...does the client want to dig deeper into what iorad can do for their L&D team? ...is the client looking for best practices/tips and tricks for using iorad? ...does the client want to learn about how to manage their tutorials and/or how to best leverage the iorad dashboard?

Let's wrap this up.

in summary

Review of the iorad partner process

• Essential clients: LECs will handle all things iorad
• Advanced + Ultimate: SDMs will coordinate with both the client and iorad to schedule a planning call to walk the client through how to get started using the extension/app
• iorad training: When clients want training on iorad outside of our EA course, they will use their iorad dashboard to schedule said sync
• iorad support: Any iorad-specific support is provided by iorad; clients can use the iorad dashboard to submit support tickets, request a support sync, and access help articles and tutorials

did we miss anything?

Please ping Graham Montgomery for questions, suggestions, and feedback on both this process and/or this training.

The client can access their iorad dashboard by clicking on the iorad activity button within a course or by going to iorad.com and logging in.