Learner portal
Everything a learner needs in one place.
Learners enrol in programmes and modules, work through short learning units, take assessments and follow their progress on a dashboard and calendar.
Use case · Learning platformsOne learning platform,a branded instance for every institution
CBOS built a multi-tenant learning platform where every institution gets its own branded instance, every learner builds a skills passport, and facilitators run cohorts, calendars and video sessions from one portal.
4+ yearsof design and development, 2017 to 20222 portalsone for learners, one for facilitators and administrators
The problem
Training for many organisations, on tools built for one
One client wants its own logo on the portal by Monday, and another wants to know which of its people have finished the programme. Meanwhile a facilitator is resending a session link because the time moved, and someone in finance is matching payments to enrolments in a spreadsheet.
A new client means a new setup
Each institution wants its own brand and login, so you either stand up another copy of the system and keep it updated, or put their people in a portal with your name on it. Their first learners wait while it’s set up.
Skills you can’t show
A learner’s record is a pile of PDF certificates and a row in someone’s spreadsheet. When a client asks which of its people can do what, someone loses a day piecing it together.
Cohorts run from an inbox
Facilitators send invites, paste video links and chase attendance by email. When a session moves, half the cohort works from the old invite and misses it.
Paying happens somewhere else
Learners pay on a separate page and someone matches each payment to an enrolment by hand. People who’ve paid wait for access, and a monthly subscription means even more tracking.
Learners can’t see where they stand
What’s done, what’s due and when the next session is sit across emails and a portal, so people fall behind without noticing.
Ending an agreement leaves doors open
When a client’s contract ends, someone has to find and close every account by hand, and people keep access to content nobody is paying for.
Each of these is the cost of running training for many organisations on tools built for one.
Before and after
From a setup per institution to one branded platform
Flip the switch to see the same week with the platform in place.
BeforeWith the platform
- A separate setup, or a shared generic portal, per institutionEach institution gets its own branded instance on one platform
- Skills recorded on certificates and spreadsheetsA skills passport records every skill a learner earns
- Cohorts and video sessions run by email and calendar invitesFacilitators run cohorts, calendars and video sessions in one portal
- Courses sold through a separate payment processProgrammes sold through a built-in cart, pricing and subscriptions
- Learners piece together what’s done and what’s dueLearners follow their progress on a dashboard and calendar
- Access closed account by account when an agreement endsAdministrators suspend a tenant when its agreement ends
A separate setup per client, skills on certificates and cohorts run from an inbox.
One platform that every institution sees as its own.
How it works
From a new institution to a skill earned
Four steps the platform handled, from adding an institution to a learner earning a skill. Click through each one.
01Add the institution
02Build the programme
03Sell the programme
04Run the cohort
Step 01
Add the institution
An administrator sets up a new tenant with its own brand and programmes, and it runs as its own branded instance on the same platform. When an agreement ends, the tenant can be suspended.
Step 02
Build the programme
In the facilitator and admin portal, content is organised into programmes, modules and short learning units with assessments, and each programme maps to a skills matrix.
Step 03
Sell the programme
Each tenant prices its own programmes and sells them through a built-in cart, as once-off purchases or subscriptions.
Step 04
Run the cohort
Facilitators schedule cohorts and video sessions, notifications go out as plans change, and the skills a learner earns are added to their passport.
What we built
Six parts, one platform
Two portals, the skills record, the commerce and the messaging, built as one system that every institution sees as its own.
Skills matrix and passport
A record that follows the learner.
Each programme maps to a skills matrix, and the passport keeps a running record of the skills a learner has earned.
Facilitator and admin portal
Content, cohorts and sessions together.
Facilitators and administrators manage content, run cohorts and schedule video sessions.
Multi-tenant setup
Each institution on its own brand.
Every institution gets its own branded instance, and administrators can suspend a tenant when an agreement ends.
Cart and subscriptions
Each tenant sells its own programmes.
Tenants price and sell their own programmes, as once-off purchases or subscriptions.
Real-time notifications
Changes reach people as they happen.
A notification service and email scheduler keep learners and facilitators up to date as things change.
Hover over a card for more.
What changes
What’s different for the people doing the work
The same training, run for many organisations from one place.
Your training team
Taking on a new client means adding a tenant, with its brand and programmes, on the platform you already run.
Facilitators
Cohorts, the calendar and video sessions sit in one portal, and notifications tell learners when plans change.
Learners
One portal shows their programmes, their progress, their calendar and every skill they’ve earned.
Each institution
Its people see its brand, and it sells its programmes at its own prices.
Who this is for
Anyone who trains more than one group under more than one name
Training providers
Running programmes for several corporate clients, each with its own learners.
Colleges and academies
Delivering courses with or for partner institutions.
Professional bodies
Running CPD for members and keeping a record of what each one has completed.
Group academies
Training staff across several companies in one group, each with its own identity.
Skills development providers
Having to show which skills each learner gained, beyond a list of courses attended.
Built with
The stack
.NET CoreAngularIonicSignalRIdentityServerMicrosoft AzureZoom integration
Questions
What you might be wondering
Do we have to replace our current learning platform?
Not necessarily. We start by looking at what you run today. Sometimes a new platform is the answer, and sometimes it’s adding the parts that are missing, such as a skills record or a cart.
Can each client really have its own look?
On this platform each institution had its own branded instance with its own programmes, on one shared system.
What happens when a client’s agreement ends?
Administrators could suspend that tenant when its agreement ended.
Can learners pay for courses themselves?
Yes. Each tenant priced its own programmes and sold them through a built-in cart, as once-off purchases or subscriptions.
Where would we start?
With a discovery call about how your courses, learners and clients are set up today. From there we agree a first release that fixes the part that hurts most, then build out from it.
Quick check
Sound like your business?
Tick what sounds familiar.
You deliver training for more than one organisation, and each wants its own branding.
You can’t easily show which skills a learner has earned across all their courses.
Facilitators schedule cohorts and video sessions over email and separate tools.
Selling a course means sending people to a different system to pay.
Your current learning platform was built for one organisation and doesn’t stretch to many.
of 5 ticked
Probably coping for now
Your training setup is probably coping for now. If it starts to strain as you add clients or courses, we’re happy to have a look.
Some of it lives outside the platform
Some of your training admin is living outside the platform. We can help you work out which parts to bring together first.
You’ve outgrown tools built for one
You’re running several training businesses on tools meant for one. This is the kind of platform we’ve built before, so let’s talk it through.
More case studies
All case studies Other businesses we’ve built for
Let's talk
Running training for more than one organisation?
Tell us how your courses, learners and clients are set up today, and we’ll tell you what a platform like this would look like for you.
Use case · Learning platformsOne learning platform,a branded instance for every institution
CBOS built a multi-tenant learning platform where every institution gets its own branded instance, every learner builds a skills passport, and facilitators run cohorts, calendars and video sessions from one portal.
4+ yearsof design and development, 2017 to 20222 portalsone for learners, one for facilitators and administrators
The problem
Training for many organisations, on tools built for one
One client wants its own logo on the portal by Monday, and another wants to know which of its people have finished the programme. Meanwhile a facilitator is resending a session link because the time moved, and someone in finance is matching payments to enrolments in a spreadsheet.
A new client means a new setup
Each institution wants its own brand and login, so you either stand up another copy of the system and keep it updated, or put their people in a portal with your name on it. Their first learners wait while it’s set up.
Skills you can’t show
A learner’s record is a pile of PDF certificates and a row in someone’s spreadsheet. When a client asks which of its people can do what, someone loses a day piecing it together.
Cohorts run from an inbox
Facilitators send invites, paste video links and chase attendance by email. When a session moves, half the cohort works from the old invite and misses it.
Paying happens somewhere else
Learners pay on a separate page and someone matches each payment to an enrolment by hand. People who’ve paid wait for access, and a monthly subscription means even more tracking.
Learners can’t see where they stand
What’s done, what’s due and when the next session is sit across emails and a portal, so people fall behind without noticing.
Ending an agreement leaves doors open
When a client’s contract ends, someone has to find and close every account by hand, and people keep access to content nobody is paying for.
Each of these is the cost of running training for many organisations on tools built for one.
Before and after
From a setup per institution to one branded platform
Flip the switch to see the same week with the platform in place.
BeforeWith the platform
- A separate setup, or a shared generic portal, per institutionEach institution gets its own branded instance on one platform
- Skills recorded on certificates and spreadsheetsA skills passport records every skill a learner earns
- Cohorts and video sessions run by email and calendar invitesFacilitators run cohorts, calendars and video sessions in one portal
- Courses sold through a separate payment processProgrammes sold through a built-in cart, pricing and subscriptions
- Learners piece together what’s done and what’s dueLearners follow their progress on a dashboard and calendar
- Access closed account by account when an agreement endsAdministrators suspend a tenant when its agreement ends
A separate setup per client, skills on certificates and cohorts run from an inbox.
One platform that every institution sees as its own.
How it works
From a new institution to a skill earned
Four steps the platform handled, from adding an institution to a learner earning a skill. Click through each one.
01Add the institution
02Build the programme
03Sell the programme
04Run the cohort
Step 01
Add the institution
An administrator sets up a new tenant with its own brand and programmes, and it runs as its own branded instance on the same platform. When an agreement ends, the tenant can be suspended.
Step 02
Build the programme
In the facilitator and admin portal, content is organised into programmes, modules and short learning units with assessments, and each programme maps to a skills matrix.
Step 03
Sell the programme
Each tenant prices its own programmes and sells them through a built-in cart, as once-off purchases or subscriptions.
Step 04
Run the cohort
Facilitators schedule cohorts and video sessions, notifications go out as plans change, and the skills a learner earns are added to their passport.
What we built
Six parts, one platform
Two portals, the skills record, the commerce and the messaging, built as one system that every institution sees as its own.
Learner portal
Everything a learner needs in one place.
Learners enrol in programmes and modules, work through short learning units, take assessments and follow their progress on a dashboard and calendar.
Skills matrix and passport
A record that follows the learner.
Each programme maps to a skills matrix, and the passport keeps a running record of the skills a learner has earned.
Facilitator and admin portal
Content, cohorts and sessions together.
Facilitators and administrators manage content, run cohorts and schedule video sessions.
Multi-tenant setup
Each institution on its own brand.
Every institution gets its own branded instance, and administrators can suspend a tenant when an agreement ends.
Cart and subscriptions
Each tenant sells its own programmes.
Tenants price and sell their own programmes, as once-off purchases or subscriptions.
Real-time notifications
Changes reach people as they happen.
A notification service and email scheduler keep learners and facilitators up to date as things change.
Hover over a card for more.
What changes
What’s different for the people doing the work
The same training, run for many organisations from one place.
Your training team
Taking on a new client means adding a tenant, with its brand and programmes, on the platform you already run.
Facilitators
Cohorts, the calendar and video sessions sit in one portal, and notifications tell learners when plans change.
Learners
One portal shows their programmes, their progress, their calendar and every skill they’ve earned.
Each institution
Its people see its brand, and it sells its programmes at its own prices.
Who this is for
Anyone who trains more than one group under more than one name
Training providers
Running programmes for several corporate clients, each with its own learners.
Colleges and academies
Delivering courses with or for partner institutions.
Professional bodies
Running CPD for members and keeping a record of what each one has completed.
Group academies
Training staff across several companies in one group, each with its own identity.
Skills development providers
Having to show which skills each learner gained, beyond a list of courses attended.
Built with
The stack
.NET CoreAngularIonicSignalRIdentityServerMicrosoft AzureZoom integration
Questions
What you might be wondering
Do we have to replace our current learning platform?
Not necessarily. We start by looking at what you run today. Sometimes a new platform is the answer, and sometimes it’s adding the parts that are missing, such as a skills record or a cart.
Can each client really have its own look?
On this platform each institution had its own branded instance with its own programmes, on one shared system.
What happens when a client’s agreement ends?
Administrators could suspend that tenant when its agreement ended.
Can learners pay for courses themselves?
Yes. Each tenant priced its own programmes and sold them through a built-in cart, as once-off purchases or subscriptions.
Where would we start?
With a discovery call about how your courses, learners and clients are set up today. From there we agree a first release that fixes the part that hurts most, then build out from it.
Quick check
Sound like your business?
Tick what sounds familiar.
You deliver training for more than one organisation, and each wants its own branding.
You can’t easily show which skills a learner has earned across all their courses.
Facilitators schedule cohorts and video sessions over email and separate tools.
Selling a course means sending people to a different system to pay.
Your current learning platform was built for one organisation and doesn’t stretch to many.
of 5 ticked
Probably coping for now
Your training setup is probably coping for now. If it starts to strain as you add clients or courses, we’re happy to have a look.
Some of it lives outside the platform
Some of your training admin is living outside the platform. We can help you work out which parts to bring together first.
You’ve outgrown tools built for one
You’re running several training businesses on tools meant for one. This is the kind of platform we’ve built before, so let’s talk it through.
More case studies
All case studies Other businesses we’ve built for
Let's talk
Running training for more than one organisation?
Tell us how your courses, learners and clients are set up today, and we’ll tell you what a platform like this would look like for you.
Let's Connect
Interested in building a smarter, more connected operation? Contact us to discuss how AI can support your business goals.