PRODUCT LEARNING EXPERIENCE

The Product Learning Experience (PLX) initiative was developed to streamline and enhance the Knowledge Transfer (KT) process for SOTI’s product suite. It integrates the efforts of Product Managers (PMs) and Instructional Designers to create a unified, scalable, and measurable learning experience for internal teams and external stakeholders.

Why PLX Was Formulated

Before the Product Learning Experience (PLX) strategy, learning initiatives operated independently. Product Management and Global Training teams operated in silos, which led to:

  1. Redundant efforts

  2. Inconsistent content and delivery

  3. Misalignment with audience needs

This approach also lacked a measurable Knowledge Transfer (KT) framework, making it difficult to manage and improve. I partnered with Product Management leadership to design the PLX strategy, solving these inefficiencies and aligning knowledge transfer directly with our business goals.

Execution Strategy

1

Identify feature list and stakeholders (PMs)

2

Build Templates & align with your stakeholders

3

Collect PM feature descriptions, market value & recorded feature demos

4

Build lessons/features and categorize them into courses

5

Launch the course, evaluate and iterate

Benefits & Impact of PLX

Operational efficiencies by streamlining Initiatives

Traditionally, both Product Management and Training teams create independent Knowledge Transfer (KT) materials, leading to duplicated effort. PLX aims to unify these into a single, effective learning solution that meets the needs of all stakeholders while reducing operational costs. PLX saved 1152 PM hours annually for one product.

Data-Driven Knowledge Transfer

Without data on KT consumption, it's difficult to measure impact or manage learning effectively. PLX provides detailed analytics on KT progress, consumption, and completion rates, giving managers the insight they need to optimize learning within their teams using detailed BI reports.

Improved Learning Experience

With multiple product managers contributing, inconsistencies in knowledge transfer were a common challenge. My Product Learning Experience (PLX) strategy solved this by introducing a standardized approach. This ensures a consistent and reliable learning experience, no matter who creates the content or where the teams are located.

Learner-Centered Content

A successful Product Learning Experience (PLX) strategy must address a range of competencies. I designed the PLX to cater to diverse roles, including:

  • Go-to-Market: For product marketing and sales teams.

  • Technical Knowledge: For Technical Support and Professional Services teams who need a deep understanding of product functionality.

  • Hybrid Roles: For Sales Engineers and Customer Success Managers who require a mix of both sales and technical knowledge.

This structure ensures every team gets the precise knowledge they need to succeed.

Searchability and Scalability

Product Management demos and presentations can be cumbersome. I transformed these long-form sessions into searchable, scalable micro-lessons, allowing users to quickly find the exact information they need. This approach not only provides a lasting job aid for employees, but also makes critical product knowledge available to customers and partners.

AI Source Knowledge

I optimized our course content for Copilot, enabling real-time, intelligent support for content creation across all training teams and other departments. This strategic approach transforms instructional designers from traditional developers into AI Content Consultants, ready to guide and support content needs throughout the organization.