OneVision Resources Reduces Training Timelines by 30% With Articulate 360

The Challenge

OneVision provides high-end, tailored sales, service, and software training to custom integration professionals

To set custom integration professionals up for success, OneVision takes a highly personalized approach to customer service, sales, and software training. During onboarding, OneVision’s Partner Development team collaborates closely with multiple departments at each company—not only sales and leadership, but also project management and support. This cross-functional engagement helps them gain a deep understanding of current sales processes. From there, they consult customers on key changes, design tailored sales training to meet their needs, and deliver it across the company in the most effective format. 

Given OneVision’s diverse customer base—ranging widely in size, team structure, and training needs—this ability to meet people where they are is particularly crucial. It enables the team to develop highly custom processes that allow each customer to get the most value from the software.  

“We have a very specific set of actions we need to train people on for our software,” says Alex Boyle, Senior Trainer on the Partner Development team. “We focus on training those components and meeting people where they’re at in their role so it’s as easy as possible for them to take those actions.” 

All the while, OneVision prides itself on its ability to offer a high-quality, white-label customer experience. The company makes the most of every meeting to build genuine relationships and help customers achieve the best possible outcomes. 

Historically, OneVision conducted training almost exclusively on-site or in live-remote sessions with customers, traveling to conduct all sessions in person. When COVID hit, they made the switch to online training. Recently, the team has adopted a hybrid approach, combining the value of in-person and online training to maximize the success of their partner companies and maintain quality at scale. 

“It allows us to have that valuable time to discuss what matters most and build relationships while also letting people learn at their own pace,” says Boyle.

The Answer

With Rise and Reach, OneVision delivers hybrid training that meets customers where they are

While transitioning to a hybrid format, Boyle and a colleague took stock of all their training to pinpoint the best format—whether in-person or e-learning—for each type. They researched the best course authoring and distribution tools to execute that training, and landed on Articulate 360.

“We liked being able to have everything we needed in one tool,” says Boyle. “We use Rise to create our training, and Reach as our LMS.”

“A question I always ask myself is, ‘How do I deliver training to folks who are already experts in what they do?’ says Boyle. ‘Helping build a solution for them that they’re bought into is crucial. Learning their process paves the way for any training that we do.’”

OneVision delivers foundational training via Rise, being mindful of the most effective format for each type of training to get the most value out of time together. “By using e-learning to lay down foundational knowledge, I can optimize my in-person time with customers,” says Boyle. “We’re using Rise to unlock better sales enablement training.”

Once foundational training is complete, OneVision delivers a final layer of highly targeted training around any changes to the customer’s sales and service processes. They build training for the customer, secure buy-in around who will be involved, curate and deliver the content, and collaborate to establish the most effective training cadence.

“To optimize sales enablement at all, you have to create a safe space for people to approach selling our product,” says Boyle.

Unlocking Human Potential

OneVision reduces time required to train by 30 percent with Articulate 360, preserving live training for the most valuable and impactful content

After shifting training to a hybrid model with Articulate 360, Boyle estimates that OneVision has reduced the time required to complete their onboarding and training cycle by roughly 30 percent. “It’s been a huge optimization for us,” he says. Today, the company’s e-learning to live training ratio is roughly 40/60, allowing customers and employees alike to reap the benefits of both training formats.

But it’s not just about reducing training time, says Boyle—it’s also about making the most of that time. Through their hybrid approach with Articulate, “we have more time to optimize customers’ focus.” 

“I believe that our company is just barely touching the surface of what we will be able to accomplish with Rise,” says Boyle. “The impacts are tangible.”

With Articulate 360, OneVision Resources creates and delivers sales training that reduces training timelines by 30 percent, supporting a white-glove hybrid training model and strengthening customer relationships.