Learning Systems Architecture & Technology Rationalization
Executive advisory to audit, rationalize, and modernize learning technology portfolios—reducing cost, complexity, and risk while improving outcomes.
The Challenge You’re Facing
Learning technology environments rarely become complex by design.
Over time, organizations accumulate:
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Too many platforms with overlapping functionality
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Licenses paid for but rarely used
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Systems that don’t integrate or share data
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Legacy LMS platforms that frustrate users
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Constant vendor pressure promising “the next solution”
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Technology decisions driven by urgency rather than strategy
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The result is familiar:
You spend more and get less.
Your team is frustrated.
Learners are confused.
Leadership wants answers.
What’s missing is objective perspective—from someone with no incentive to sell tools.
Our Advisory Approach
Phase 1: Learning Technology Stack Audit
(2-3 weeks)
We develop a complete picture of your current environment, including:
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All learning platforms and tools (LMS, LXP, authoring, content libraries, analytics, etc.)
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Licensing models, costs, and utilization rates
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Integration architecture and data flows
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User feedback and satisfaction indicators
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Technical debt, maintenance burden, and vendor dependencies
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We engage stakeholders across the organization:
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L&D teams to understand operational reality
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IT leaders to assess technical constraints and risk
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Business leaders to clarify outcome expectations
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Learners to surface real user experience
Deliverable:
A comprehensive technology audit with cost, value, and risk analysis for every platform.
Phase 2: Gap Analysis & Strategic Recommendations
(2-3 weeks)
Using audit findings, we identify:
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Redundancies where multiple tools serve the same purpose
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Capability gaps limiting performance or scalability
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Consolidation and modernization opportunities
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Risks related to technical debt, compliance, or vendor lock-in
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We then provide clear, executive-ready recommendations:
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What to retain
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What to retire
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What to consolidate
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What to renegotiate
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Deliverable:
A strategic learning technology roadmap with prioritized recommendations and business rationale.
Phase 3: Vendor Evaluation & Selection (As needed)
When platform changes are required, we support leaders through a disciplined decision process:
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Requirements definition based on outcomes, not feature lists
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RFP design and evaluation criteria
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Vendor demo facilitation and assessment
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Reference checks and due diligence
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Contract review and negotiation support
We do not accept vendor incentives.
All guidance is independent and objective.
Deliverable:
A vendor evaluation framework and recommendation aligned to long-term organizational intent.
Phase 4: Migration & Change Management Planning (3-4 weeks)
When platforms are replaced or consolidated, we help leaders plan for success by addressing:
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Migration sequencing and timelines
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Content transition strategy
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Communication and training approach
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Risk mitigation and continuity planning
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Adoption and success metrics
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Deliverable:
An implementation roadmap and change management plan to support confident execution.
What You Gain
✓ Full visibility into what you’re paying for and what you’re getting
✓ Cost reduction opportunities (clients typically find 20-40% savings)
✓ Independent, vendor-neutral recommendations
✓ Strategic roadmap that aligns technology with business goals
✓ Vendor evaluation support to make confident decisions
Who This Is For
Ideal clients include:​
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Organizations with five or more learning technology platforms
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Companies planning LMS or platform migration
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Leaders frustrated by low adoption and poor utilization
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Teams seeking objective guidance before major investment
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Organizations managing complex, integrated learning ecosystems
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Not a fit if:
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You are satisfied with your current learning technology environment
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You want an external team to implement or manage platforms
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Vendor decisions have already been finalized and execution is the only need
Next Step
If your learning technology environment feels more like a liability than an asset, an executive conversation is the appropriate next step.
Request an Executive Conversation