CHALLENGES
Overwhelmed by choices
Our old platform had over 1,200 training modules. That sounds impressive until you're the one filtering through them every month trying to figure out what to assign. Every campaign meant scrolling through hundreds of lessons, manually selecting content, setting schedules, and configuring delivery.
Reporting didn't match what auditors needed
When our insurance audit came up, it took me half a day to pull together what the auditor was asking for. The platform had reports, but none of them matched the format the auditor needed.
Here's what I actually had to do: Export training completion from one place. Export phishing results from another. Export user status from a third. Paste everything into Excel across 7+ sheets. Build a summary sheet with formulas to aggregate the data. Cross-check for errors. Format it so it looked professional enough to send.
Every audit was the same scramble.
Reporting didn't match what auditors needed
When our insurance audit came up, it took me half a day to pull together what the auditor was asking for. The platform had reports, but none of them matched the format the auditor needed.
Here's what I actually had to do: Export training completion from one place. Export phishing results from another. Export user status from a third. Paste everything into Excel across 7+ sheets. Build a summary sheet with formulas to aggregate the data. Cross-check for errors. Format it so it looked professional enough to send.
Every audit was the same scramble.
Setup took hours, not minutes
When we first deployed, it took hours to configure. Hours. For something that should take minutes. We were told it was "easy compared to other enterprise tools." That's not the bar I want to clear.
Our renewal was 60 days out. I couldn't cancel—we need SAT. But I started looking for something that didn't require me to be the managed service.
SOLUTIONS
Setup took 10 minutes
Not hours. Connect Microsoft 365, users sync automatically. I didn't select content from a library of 1,200 options. I didn't build campaigns manually. I just turned it on.
No content overwhelm
12 curated workshops—not 1,200 modules I have to filter through. The content rotates automatically. No repeats.
No campaign building
Training goes out on a schedule I set once. Monthly, quarterly—whatever fits. I don't touch it again.
Runs in the background
Once set up, it just runs. Automated nudges go out through Teams. Managers get notified when their team is behind. I set it up once and now I just review results.
No custom report building
One click: "Audit Export." Report goes to my insurance carrier formatted the way they need it.
The training itself is 5 minutes. Text-based. I shared it with a few employees before rolling out. Their feedback: "That wasn't annoying." From my team, that's a standing ovation.
Dana
IT Director
RESULTS
After 90 days:
Completion rate: 50% → 92%
Training is 5 minutes and actually relevant. People finish it.
Admin time: Hours/month → 0
I don't filter content. I don't build campaigns. I don't think about it.
Setup: 10 minutes (vs. hours before)
Connect Microsoft 365, users sync, training starts. That's it.
Employee complaints: Zero
Not one "why do I have to watch this" email. Teams actually excited about the next workshop.
Content repetition: None
Fresh, rotating workshops—no stale tests. No "I've already seen this" complaints.
Audit reporting: One click
Formatted for insurance and compliance. Done in 2 minutes instead of 2 hours.
