Learning & Talent Management Technology Evaluation 
Instructions and Cell Reference Information What To Do        
Calculated cells that do not require modification.
Reference cells that do not require modification.
Published baseline LMS information that may require modification.   Answer "Yes" or "No" in the cells where the capability is available from your current vendor.  
May require entry/modification based on organizational needs. Assign/adjust points to weight each requirement based on your organizations needs.
Required entry based on current vendor pricing. Enter cost information for your current or potential alternate vendor.  
Capabilities and Platform Features          
Item General Platform Capabilities Organization Requirement Weight KMx Platform Capability Current Provider Capability KMx Platform Evaluation Points Current Provider Evaluation Points
Fully integrated learning content development, learning management, talent management, performance management, learning content management and virtual classroom technologies in one easy to use solution.
All interfaces provide access by all contemporary browsers, tablets and mobile devices utilizing HTML5 without the need for customized browser settings, plug-ins or downloads.
The Learning Management System conforms to all SCORM requirements including support and reporting of all SCORM RTE data elements. 
The LMS interface must be customer configurable, allow for easy branding, support localization, provide an intuitive interface and enable supervisors to manage subordinate assignments and evaluations.
Provides a complete course development system based on HTML5 technology that supports advanced sequencing and navigation, reusable learning objects, internal (SCO to SCO) element pre-requisite management and customization of the course delivery environment. The authoring tools must be cloud/server based and be available for unlimited use with no additional licensing fees.
Provides a highly granular reusable content object reference library for rapid development of materials based on content already deployed to support programs.  This library must provide a single source repository of reusable content objects that can be used in course outlines, classes and continuums without being replicated.  The content management system must support content version management, individual consumption and completion status recording in conjunction with or independent of the tracking performed with course/class completion.  Reporting features should also provide usage statistics for materials designated for performance support at a highly granular level.
Provides a performance and talent management system that enables both managers and employees to participate in achieving organizational staffing and recruiting objectives. The system must be based on position profiles that maintain qualification elements associated with each position, including requisite education, certifications and licenses. The system must be supported by a classification matrix that can be used by the content management system for the organization of content, documentation and learning elements.  The system must provide full automation of assignments, including notifications for employee and supervisor for all elements associated with the position profiles (qualifications, certification, licensing, etc.). 
Provides the ability to leverage third-party courses and content with fully automated processing of SCORM Content Packages. This capability must provide for both the import and export of learning content without user intervention.
Provides a virtual classroom technology that will record sessions for on demand replay and automatically load them into the LMS.  This technology must be provided without per-user fees to enable programs to reach all users.  The on-demand playback feature must enable full participation of the students during playback of materials, including recording of user interactions with forms, surveys, simulations, games and exams.
Subtotal General Platform Requirements
Item Learning Management Requirements Requirement Weight KMx Capability Current Provider Capability KMx Evaluation Points Current Provider Evaluation Points
Provides custom contact information for support services.
Provides standard help files and tutorials.
Provides reporting tools for generation of custom reports that allow selection of any data element, sort criteria and filtering of selections.
Makes real-time student progress information available to supervisors and other authorized users without the need to access administrative interfaces.
Provides the ability for Instructors to manage attendance and completion data for assigned classes.
Enables the creation and replication of separate instances of a class based on a single course with options to have unique attributes for each class.
Provides the ability to assign unique names for each scheduled learning event/activity.
Indicates 'owner' of the learning event with contact information for the students/participants.
Proves the ability to select from an available list of facilities/virtual classrooms during creation of event to avoid resource conflicts.
Provides a calendar interface for each student that is populated with the dates/times for all enrolled events and activities.
Provides the ability to create and manage a learning event, notify participants and schedule associated resources.
Provides information regarding the total seats available, wait listing options or that the session is already full for students during the registration process.
Enables the ability to schedule the instructor(s) for a learning event and provide the instructor with the materials and information required to conduct the event.
Provides the ability to qualify instructors for conduct of classes, including basic instructor qualifications and management of advanced requirements for specific course/specialty qualifications.
Enables the assignment of  class equipment and materials data on an ad-hoc basis.
Enables the selections of required equipment and materials for a session from an available listing.
Enables instructors to augment rosters, equipment and resource requirements as needed to support class conduct.
Provides a class availability calendar that is tailored to the signed-in user (location, time-zone, available/required classes, etc.).
Makes facility information available with the class roster for instructors to view (location, special access requirements, etc.).
Provides a comprehensive set of standard reports.
Enables the export of report data in Excel formats for external data manipulation.
Allow reports to be generated based on the authority and role of the currently signed-in user (company, supervisor status, instructor status, etc.).
Provides an acceptable data export for import into financial and human resource systems.
Provides tracking / reporting for e-commerce activity.
Enable control of test attempts allowed on a per exam basis.
Provides the creation and management of multi-level certification and certificate programs.
Provides an enhanced attendance verification capability for the issuance of certificates or continuing education units.
Provides the ability to assign multiple instructors for independent periods of time to a class.  This requirement includes the ability to schedule instructor activities prior to class convening and following class completion.
Provides the ability to assign multiple resources (facilities, support equipment, supplies) for independent periods of time to a class.  This requirement includes the ability to schedule resources prior to class convening and following class completion.
Provides a class management system that supports waitlist functionality, automated reminders and self cancellation features.
Support the ability to easily apply a unique brand interface for all organizational entities (companies, brands, affiliates, regions, etc.).
Automatically calculate all position qualifications, roles and certifications for all users to facilitate gap management and succession management programs.
Dynamically provide permissible functionality and access based on login credentials with the ability to create unlimited administrative, developer and user roles.
Provides a comprehensive catalog management system that offers unlimited sub catalog levels, each with distinct and inherited access permissions.
Supports system recommendations and student self-selection of learning offerings.
Supports supervisor or management assigned learning, including batch assignments.
Regulates registrations to not exceed available seats, time-period availability and other prerequisites.
Provides for administrator initiated registration and cancellations.
Populates and categorizes unique domain catalogs with any published content.
Clearly identifies all offerings as being 'required' versus 'available' in every learner view, including search results and catalog browsing.
Supports individual and group assignment based on Boolean logic operators for any data element associated with a user (including achievements and failures).
Supports stepped assignments associated with the organization's talent management program for potential advancement opportunities.
Identifies target audiences for receipt of assignments based on defined criteria and enables automated and progressive assignment.
Provides for the creation of unlimited continuums of assignment associated with personnel classifications, certification and licensing programs.
Provides for the automated selection of target audiences based on learner attributes to promote or assign learning programs.
Provides for configurable administrative cancellations for any type of learning program (course, class, event, etc.) on a course or group basis, including required notifications.
Makes required and user selected progress information available to learners for each available offering in every learner view, including search results and catalog browsing.
Indicates the percentage of learning elements completed compared to the total number of learning elements that exist within a course, continuum or certification track.
Includes an ecommerce system that provides robust capabilities to define pricing discount based on user attributes, a shopping cart and fully integrated tax management.
Provides a course catalog system that support anonymous catalog browsing prior to system log-on with full SEO support.
Supports security with SSL, SSO and other authentication models.
Provides access to a searchable content and job performance aid library for just-in-time training.
Provides for the development of reports, graphs, charts and maps to facilitate the program and provide information to participants. Reports must include drill-down features to enable in-depth reviews and to enable managers to identify issues and take action as required.
Provides users to access transcripts, certificates, license information and other data related to their classifications and authority.
Provides the ability to add, edit and delete administrative permissions associated with a user profile.
Restricts access to functionality based on login credentials.
Provides employee access to completed personnel evaluations and peer reviews, including resulting assignments.
Subtotal Learning and Performance Management 
Item Talent Management Requirements Requirement Weight KMx Capability Current Provider Capability KMx Evaluation Points Current Provider Evaluation Points
1 Provides the ability to identify and/or create a position requirement, including identification of all pre-hire qualifications and post hire training and certification requirements.
Provides the ability to determine the qualification of internal candidates for available positions, including assessment of individuals with gaps that may be able to qualify for the position in the timeframe prescribed by the hiring manager.
Provides the ability to collect the submission of applications using web interfaces associated with open positions.
Allows for the collection of applications from individuals not applying for a specific position, enabling the applicant to have a guided process based on a series of data collection and assessment processes.
Provides for pre-hire testing of applicants to determine the quality of the application information submitted and the capabilities expected for the position.
Provides for the automatic creation of an individual learning and certification plan to enable internal applicants to meet open position requirements.
Automatically tracks the status of applications, assignment of hiring managers and completion of pre-hire/internal assignment steps, including associated documentation, evaluation outcomes and assessments.
Integrates with HR and payroll processing systems to ensure synchronization with all employment related data.
Provides fully automated assignment of courses, evaluations and continuums based on any defined set of Boolean rules. This must include recertification, recurring and regulatory training requirements and rehire deficiencies.
Automated assignments must consider prerequisite requirements, availability of assignment, location, language skills and other factors.
Tracks assessment completions and associated scores as independent objects when required.
Continuums of training must provide for step level assignment (i.e. level 1 must be completed before the continuum events associated with level 2 are available).
Certification programs and continuums of training must allow for blended learning opportunities and alternate methods of accomplishment should the primary method be unavailable to certain individuals (location restrictions, class seat availability, etc.).
Provide an organizational hierarchy views of the construct of the talent management program, including all gaps, qualification deficiencies and any individual lapse of certification or license.
Tailored organizational hierarchy views must be available to all supervisors and managers with automated notifications before a deficiency occurs with sufficient time to remedy the concern. Up chain notifications must be provided to ensure management visibility of potential issues.
The reporting tools associated with the talent management program must be comprehensive and enable any system data element to be included in a report. 
Provide peer review and collaboration tools to enable specialties within the organization to leverage individual expertise to improve organizational performance.
Provide a comprehensive performance evaluation program with unlimited variations of evaluation forms.
Provide a library of all performance evaluation criteria to enable review of outcomes and statistical analysis across forms and organizational entities.
Provide automated and manual methods of personnel evaluation assignments, including notifications, deadline management gap analysis.
Reports must be able to automatically constrain their output based on the authority, role and position of the requesting user.
The system must be able to produce visualizations, including geographic (map-based), graph and Gantt formats.
The system must be able to reconcile company job levels, position descriptions and unique assignment requirements, including the ability to provide variance reports on a person-by-person basis.
Subtotal Talent Management
Item Learning Content Management Requirements Requirement Weight KMx Capability Current Provider Capability KMx Evaluation Points Current Provider Evaluation Points
Supports the ability to develop and publish both online and printed variations of eLearning, microlearning and reference publications.
Provides a comprehensive examination system that is suitable for certification, licensure and other high-stakes and regulatory programs.
Supports import/export and tracking of all SCORM  learning objects.
Can be directly integrated with 3rd party SCORM content authoring applications.
Associates all attributes for Reusable Learning Objects (RLOs) for ease of searching and assignment.
Provides for the creation of a learning path from learning objects, learning objectives and/or courses.
Provides the ability to track and manage the revision and maintenance status of all content.
Allows for the timed release of content.
Provides full content search facilities for performance support and knowledge management utilization.
Provides for independent weighted exam scoring criteria for courses that have a multiple exams.
Tracks assessment completions and associated scores as independent objects when required.
Associates pre-requisites for learning objects and/or courses.
Provides for the creation of blended learning paths (may include any/all types of learning objects).
Provides for the creation of certification tracks.
Supports customized naming conventions for learning paths.
Provides gamified learning elements and supporting leaderboards without programming.
Provide collaboration facilities as measurable learning objects within a learning element (certification, continuum, course, class, etc.).
Provides automatic reminders for periodic review of a content object.
Provides for export of SCORM compliant courses for use by 3rd party learning systems.
Provides a comprehensive integrated authoring environment for all types of learning and performance support content.
Provides for remote content authoring over the web or intranet.
Course authoring environment does not require programming knowledge.
Can support multiple authors simultaneously.
Allows for author access and checkout control of content.
Provides collaboration facilities and forums for general use (virtual conferencing, chat rooms, discussion boards, etc.).
Supports publishing of a URL as a learning object.
Imports standard files/docs (MS-Word, Excel, PowerPoint, PDFs, etc.) for use a learning elements, supporting content and/or job-aids.
Integrates streaming or other video/audio, including user provided content.
Supports text, images, simulations, virtual reality elements, social media elements and multimedia objects.
SCORM based authoring tools that support all run-time environment variables and course constructs.
Third party authoring tools can be used to author content in conjunction with the system provided authoring environment.
Restricts content access by user authority, role, permissions, organizational affinity and location.
Provides reusable exams, assessments and surveys.
Includes a test item management repository with full statistical tracking and reusability of test items, survey questions and performance evaluation indicators.
Provides timed testing capability.
Supports randomization and question pool testing methods.
Provides for in-person and virtual proctored testing.
Includes a complete evaluation and testing system that provides true/false, multiple choice, multi-selection, matching, fill-in-the-blank questions and process simulation exercises.
Has standardized templates for exams, surveys and performance evaluations.
Provides comprehensive, SCORM conformant cloud/server based eLearning and microlearning authoring tools that are fully integrated with the content management system and allow for unlimited users, including student provided content submissions.
Allows embedded images/video/audio and microlearning references to be used with delivered test items and as remediation elements.
Subtotal Learning Content Management
Item Virtual Classroom Technology Requirements Requirement Weight KMx Capability Current Provider Capability KMx Evaluation Points Current Provider Evaluation Points
Provides video, audio, chat, screen sharing, polling, private messaging, breakout rooms, ad-hoc content and roster management.
Is fully integrated with the LMS and LCMS for all participant registration, access, role determination and grade-book management.
Enables presentation recording with automatic creation of a reusable learning object upon completion of an event.
Enables all live participant interactions to be experienced by on-demand users, including exams, games, surveys, simulations and eLearning elements.
Technology is fully integrated with the LMS for SCORM tracking and reporting.
Provides the ability to include moderated message forums and other communications tools to support "after the class" interactions with the instructor or other experts that can facilitate student support and answer questions regarding materials presented. This capability must also include automatic notifications on entries requiring moderation and responses provided.
Moderated message forums and other communications tools provided to live event participants must also be available to students that access the recorded event as on-demand users.
The technology must provide full SCORM tracking for all elements delivered during a live event or the recorded replay, including all test item responses.
Technology provides attendee participation in multiple modes, including listen only, with microphone, with webcam/video.
Enables the instructor to demonstrate software applications using the presenter workstation.
Enable the instructor to "push" any web deliverable content to participants.
Enable the instructor to deliver surveys to live participants.
Provides the ability to deliver graded exams to live participants. This capability must also include the ability to conduct exam proctoring and provide isolated student testing cubicles that provides a video/audio record of the exam conduct.
Enable use of off the shelf tools (like MS PowerPoint/MS Word, etc.) for content creation.
Technology that is scalable to class sizes of 500 students.
The technology must provide for customizable leaderboards to promote competitive learning activities for both the live and on-demand users.
Subtotal Virtual Classroom Technology
Item Artificial Intelligence Capabilities (KMx Enterprise AI Only) Requirement Weight KMx Capability Current Provider Capability KMx Evaluation Points Current Provider Evaluation Points
Generates knowledge and skill inventories on any subject or process and provides guided task analysis for learning program development.
Generates performance-based learning objectives based on completion of a guided task analysis.
Generates recommended course outlines and storyboards based on learning objectives assigned.
Generates indexed pools of candidate test items based on completion of a guided task analysis and availability of learning objectives.
Generates language independent learning content appropriate for use in any blend of learning delivery (physical classroom, virtual classroom, eLearning, self-study, hybrid learning, etc.).
Generates quizzes and exams appropriate for use in any blend of delivery (physical classroom, virtual classroom, eLearning, self-study, hybrid learning, etc.).
Generates interactive elements for learning content designated for online an/or virtual classroom delivery.
Generates images and other supporting media based on lesson content appropriate for use in any blend of delivery (physical classroom, virtual classroom, eLearning, self-study, hybrid learning, etc.).
Generates validated links to references and supporting information associated with a lesson.
Generates language independent audio narration of lesson content and interactive elements.
Provides lesson context sensitive, language independent, virtual tutors/instructors including optional avatars.
Supports adaptive and personalized learning based on criteria established for any learning element, including test item response data.
Generates technical manuals, textbooks and procedural documentation, with supporting media on any topic.
All AI generated elements listed above are fully editable and can be regenerated at any time to create a more current version.
Generates process and natural language dialog simulations to support any subject to enable learners to validate skills and demonstrate proficiency.
Generates print and PDF versions of the above lesson elements, with supporting documentation and references, for use as self-study guides, instructor guides and learner handouts.
Generates fully SCORM conformant eLearning courses and/or microLearning continuums suitable for use by any Learning Management System using any combination of the above elements and from other sources, including 3rd-party authoring tools.
Subtotal Artificial Intelligence Capabilities
Total All Requirements
Cost and Pricing Information          
Cost Elements (KMxASP and KMx Enterprise  provide for unlimited users) KMxASP KMx Enterprise KMx Enterprise KMx Enterprise AI Current Provider
SaaS offering (hosted by client) (hosted by KMSI) (hosted by KMSI)
Annual Fee (Based on a Three Year Term) $35,840 $62,500 $62,500 $62,500
Annual Hosting, Security and Data Backup/Recovery Fees Included - $10,000 $10,000
Annual Artificial Intelligence Access Fee (optional)  -  - - $20,000 -
Three Year Cost of Operation
Installation, Integration and Startup Fees (One-Time Fee) $5,000 $20,000 $20,000 $20,000
Total Three Year Cost (Operation, Installation, Integration and Setup)
Percent of Organizational Requirements Satisfied
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