Specifications and Feature List of LMS Learning Management System SKM Classes

This is an incomplete list of Features

The Learning Management System has been referred as LMS. Must support Scorm and Tincan standards.[ Tin Can APIs are now known as Experience API xAPI ]

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Hierarchy of roles

) Different roles are supported, such as students, mentors, professors, Administrators and administrative staff, members, Parents, Prospective employees and Guests. Every person will have different roles, unique login, and restrictions to see or visit certain parts of the system or data. A particular person can be assigned multiple roles.

) There will be hierarchy of Powers and facilities given to various roles. The details of this hierarchy will be decided later.

) All users on the system have their own file storage utility. File storage areas can also be shared across groups, or an entire course. Version control can be enabled to keep track of drafts or changes to documents.

) Extending the File Storage, instructors can create file folders for collecting assignment submissions, collected from all course members, from group members, or from individuals. A collection of assignments can be zipped together and downloaded. Comments can be made on each submitted assignment for review by the submitter.

) Guests can be granted access to private courses through a guest URL, sent to them by a course instructor. Guests can view, but not post content to a course.

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Features for Users, Students, Guests

) The LMS course browser includes a course category browser, so courses can be sorted into a custom defined set of categories, perhaps by department or topic or grade level. Themes can be assigned to course categories so all courses within a category look the same.

) Should able to give login to someone for specific time, or specific views. The student should able to visit specific modules only.

) Should able to generate pdf files as reports. Such as questions not attempted. Or Questions solved wrongly.

) Grades, Assignments, Reports may be be downloadable in XL sheet form as well. The Student should able to choose which all fields that will be there in the report. Options for default report will be there.

) When a student or instructor logs into My Start Page, a list of all current information is presented, providing quick access to ongoing activity in their courses.

) email to students, and Parents can be sent separately.

) Individual users can personalize their own personal portal layout, customising the layout.

) Instructors and students can manage the LMS courses they teach and/or are enrolled in. When a student registers they are automatically logged into ” My Courses “.

)  All users on the LMS system have an Inbox, through which they can send and receive private messages from other users. Messages sent are saved to Sent Messages, which remain for a set period before being deleted. Messages can be exported and saved externally.

) Students can add personal information about themselves for others to see, and include a profile picture, which is also displayed with forum posts. The photo gallery can be used to create a profile album, where a collection of profile pictures can be stored.

) Learners can move through the LMS content using global, hierarchical, or sequential navigation tools. Navigation elements can be hidden to simplify the environment.

) Learners can collaborate with others on course projects, communicate as a group through the forums, share resources using the File Storage utility, and work together authoring project documents. Exercises or assignments can be submitted to a group leader, or course instructor.

) Each group has access to their own blog, to which they can post public messages, available to all course member, or private messages, available only to group members and instructors. Add Latex formatted mathematical notation and multimedia objects to blog postings

) Learners can control some of the LMS features and the theme in which it is presented. Students can control visual display settings, content adaptation settings, Navigation controls and learning tools settings. The Preference Wizard is available from everywhere in LMS, to make quick adjustments to preference settings.

) Learners can communicate with others through their Inbox using LMS private mail, through the discussion boards and forums, the chat rooms, or the “User’s Online ” tool. Threads and messages can be sorted in a variety of ways. Students can communicate with those in other courses through shared forum, or a community forum, or through networking contacts or groups. Subscribe to forums or topic threads to have messages sent by email. Students can edit their forum posts for a specified number of minutes, and can search through messages in the current course, enrolled courses, or all available courses.

) Learners can keep track of the content pages they have visited.

) Learners can take tests, review test results, and keep track of their scores. Course Guests can take practice tests. Students can return to a test previously started but not completed, and begin where they left off.

) Each course, and groups within courses, has a tool for collecting links to Web-based information. Both students and instructors can add links. Instructors can manage course links, and students can manage group links.

) Students, Guests, Administrative staffs will not able to download videos, pdf files, course material documents. They will not able to distribute these.

) As an user navigates in the modules there will be different kinds of system generated appreciations that will be given to the users / students as popups. Someone doing very well ( the criteria will be decided ) will be informed to many.

) Students can become member of multiple groups.

) Groups can have more than one managers / Instructors

) One Manager or Instructor can be associated with multiple groups and students

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Features for Teachers, Instructors

) Teachers/Instructors can add multiple files very easily by dragging and dropping. Should able to modify, delete multiple files.

) When a student or instructor logs into My Start Page, a list of all current information is presented, providing quick access to ongoing activity in their courses.

) Content authoring tools

) Print Certificates. Track certificates issued.

) site usage statistics should be viewable by some roles

) Instructors can administer “classes” or “communities” ( communities are not same as classes ), customising the layout, choosing the language, and setting the timezone for their class, as well as adding custom portlets if desired.

) Should have a variety of default applications that can be used in Classes and Communities, such as: attachments, bulk-mail, calendar, faq, file-storage, forums, general-comments and news.

) Instructors and students can manage the LMS courses they teach and/or are enrolled in. When a student registers they are automatically logged into My Courses.

) All users on the LMS system have an Inbox, through which they can send and receive private messages from other users. Messages sent are saved to Sent Messages, which remain for a set period before being deleted. Messages can be exported and saved externally.

) Instructors have all the networking features learners have. They can turn on social networking within courses and create course networking groups to enhance class interaction.

)  Instructor documentation is linked from each section of the handbook to the screen of the LMS it refers to. A link to the full Handbook is available on every screen. The handbook can also be searched or browsed. If enabled, instructors can add their own notes to the handbook.

) Words and phrases added to the glossary by the instructor, can be accessed from terms embedded within content pages, or viewed alphabetically in their entirety using the Glossary tool.

) Instructors can choose from the available course tools and menu modules, and configure them for each particular course. Optionally display tools in the main navigation bar, or link them into the course home page for quick access. Tools can be located on the course home page, or moved to a separate Student Tools page. Drag-and-drop course tools to arrange their order.

) Each course, and groups within courses, has a tool for collecting links to Web-based information. Both students and instructors can add links. Instructors can manage course links, and students can manage group links.

) Individual usage statistics can be reviewed to identify gaps in content coverage and the learning tendencies of each learner.

) Instructors can manually create, or automatically generate work groups for a variety of purposes. Groups might be used to provide a private area where students can work, to create an assignment submission area, to assign a test to specific students, or for a variety of other possibilities.

) Instructors can create content in HTML or plain text. This content can be imported from a local editor, or edited directly online. Release dates can be set to control when content is viewable to learners. Content pages can be rearranged within a course. Related pages can be linked to content as references or relevant information. Use the File Manager while creating content to upload and link in resource files. Click on the Insert button next to a file in the file manager to embed a link or an image in a page while authoring content. Add Latex formatted mathematical notation and multimedia objects to content pages. Content authors can include scripts and style sheets to control the functionality and appearance of content. IMS/ISO AccessForAll support allows content authors to create adaptive content to match student needs. Tests can be associated with content for quick access to a test after completing a learning unit. Tests can also be setup as prerequisites, so students must pass a test before accessing new content.

) Instructors can post messages to the course Home Page to guide learners through the course. News can be used for weekly introductions, announcing important dates, or posting critical information. The announcements page is always the first page a learner visits when they log into a course. An RSS feed can be turned on to display course announcements on other Web sites, or through news feed compilers.

) Instructors can upload and manage course related files. Directories can be created to sort files, zip archives can be uploaded and unpacked. A popup file manager can be opened alongside the Content Editor or test question editors. Course files can be easily linked into content pages or test items as they are being created. Text or HTML files can be created or edited online. Rename files, or batch move or delete files.

) Instructors can create tests with multiple choice, multiple answer, true/false, Likert, ordering, matching, drag and drop, and a number of open ended question types. M/C, M/A, ordering, matching, and T/F questions are marked automatically. A test release window can be set to make a test available for a certain period, feedback can be customized, and test results can be archived. Self-marking tests can be created to provide students with instant feedback.

Create surveys and link them to the course home page. Select from a pool of questions to generate random question quizzes. Assign tests to groups of students. Add questions to a Question Bank, then select questions from it to assemble a test or quiz. Create image based test items, and arrange items horizontally or vertically. Questions can be arranged in any order or presented in random order. A test property can be set to allow guests to take tests.

Add Latex formatted mathematical notation and multimedia objects to test questions. Test questions can be presented all on a single page, or one at a time.

Data from guest test takers can be collected.

) Instructors can create one question polls to quickly gather student opinions.

) Instructors can create a collection of Frequently Asked Questions to provide additional documentation for students.

) Instructors can create and manage multiple forums for each of their courses. Messages can be edited, deleted, locked from reading and/or replying, and “stuck” to the top of a thread list if a message is important. Administrators can create forums shared across multiple courses. Subscribe to forums, or to topic threads to have messages sent by email. Instructors can set a time limit for editing forum posts, so messages can be corrected if errors are made in the original post. Add Latex formatted mathematical notation and multimedia objects to Forum messages. Past forum discussions can be archived.

) Instructors can send bulk email to course members, assistants, or both. Insert tokens to customize messages for each individual user.

) Instructors may import a comma separated list of students to enroll in their courses, or export an enrollment list for staff keeping or to import into other systems. Create an enrollment list online to add new students to a course. Automatically generate login names and passwords for students and send them by email when a student is enrolled in a course. Assign students as Alumni so they can participate in discussions for future course sessions. Filter users by login, first or last name, or email address.

) Through the Enrollment Manager, instructors can assign course members access to various instructor tools, creating teaching assistants or co-instructors.

) There will be some pdf files or course documents which instructors / teachers will able to download and give to students. Most documents, pdf files, course materials, etc by default will be restricted and not downloadable. Videos will not be downloadable by anyone.

) For willing students the Instructor will able to set goals or target date for finishing a module. If this is done then reports will reflect if goals were achieved in time, before time, or delayed.

) Teachers, Instructors, Administrators will able to send email individually or to a group.

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Features for Parents

) We can setup to send email to students, and Parents separately.

)  All users on the LMS system have an Inbox, through which they can send and receive private messages from other users. Messages sent are saved to Sent

Messages, which remain for a set period before being deleted. Messages can be exported and saved externally.

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Features for Administrators

) Should able to create, modify, delete courses.

) Should able to add, modify, remove students

) site usage statistics should be viewable to Administrators

) Classes and Communities can be created by administrators who can select whether the policy to join them is closed, open or requires approval.

) All users on the LMS system have an Inbox, through which they can send and receive private messages from other users. Messages sent are saved to Sent Messages, which remain for a set period before being deleted. Messages can be exported and saved externally.

) Administrators can install modules, enable and disable them, and define a default set of modules and menu blocks for new courses. Types of Modules administrator, instructor, group, course, and public modules, as well as fully integrated feature extensions, or third party add-on software. Modules can be imported directly from a central module repository, and can be automatically uninstalled.

) Administrators can enable CAPTCHA ( “Completely Automated Public Turing test to tell Computers and Humans Apart” ) and email confirmation features to ensure the validity of those registering on the system. SSL ( Secure Sockets Layer ) can be enabled to encrypt all information passing between the LMS system and a user’s browser. All data passed through forms, or through URL variables are validated to ensure security.

) All administrator tools can be accessed quickly from a central Administrator Home Page.

) Create multiple administrator accounts assigning specific privileges to each.

) Administrators can turn on Pretty URL to have URLs with variables attached, rewritten in a more readable form. When turned on, public courses in LMS which can be indexed by search engines.

) It will be mandatory for every Instructor / Supervisor / Employees to fillup entries daily, or atleast weekly on ” knowledge / experience ” gathered.

This is towards knowledge retention if an employee leaves, or retires. The details of ” employee knowledge / Management ” module will be elaborated.

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Features for display / modules / Courseware

) RichText, Dictionary, Timezones

) Unicode, LDAP and SCORM supporting, IMS packages. SCORM stands for “Sharable Content Object Reference Model”. LDAP stands for ” Lightweight Directory Access Protocol”.

) The module should have a few themes. Users should able to choose from the themes.

) A sample module that implements all potential module features (in a simple manner), can be used as a template for creating new modules.

) There will be some pdf files or course documents which instructors / teachers will able to download and give to students. Most documents, pdf files, course materials, etc by default will be restricted and not downloadable. Videos will not be downloadable by anyone.

) There will be facility to set hierarchy of documents, and course materials. A student will be allowed to go to next video after seeing the first video.

After seeing the first video, the student has to answer a few questions. In case he answers correctly, only then he can go to the 2nd ( new video ). This means random videos can not be seen. The system will have facility to remember which exams or course tests a student had passed.

) At every level the student will be offered the option to take an exam without seeing the video of that step or without reading the courseware / pdf files. He may take the test just by reading the pdf / courseware while not seeing the video. So seeing the video or going through the courseware will always be optional for a bright student. While tests will always be mandatory before he goes to next step.

) There will be 2 types of passing. Say if the Upper level passmark is 90% ( the value can be set by the course instructor ); a student scoring more than 90% in this test will not have to take the test again. Taking this test again will be his personal choice. So he will able to navigate to next courseware in future. This is a permanent pass feature.

) if the lower level passmark is 60% ( the value can be set by the course instructor ); a student scoring in between this and Upper level passmark will be allowed to navigate forward for the time being. ( say for 1 month ). This is to enable quick exposure to the course content. But if the same student tries to navigate the full course again after a month then he has to take the tests again to get a permanent pass. This time gap can be set by the Instructors / Administrators. The Default values may be 1 month.

) A Pdf file can be displayed in a parallel window when the video to which it is attached is being played. A pdf file can be attached to multiple videos.

) Every level distinguished by video sequence, will have a pool of questions. A certain number of random questions ( the number of questions is set by the Instructor though there is a default value ) will be picked up by the system when the student wants to take the test.

) The student will be allowed to take the test without seeing the video. This will enable a bright student to navigate forward quickly by getting permanent pass. System will give a choice to the student at the beginning itself, if he wants to take the test directly or he wants to see / read the course module.

) There will be some videos which will be free for all to see. Say the first video in a course module will be free. But subsequent ones can be seen by a student or user only if he is authorized and passes the test associated with the first video.

) The number of attempts the student is taking to clear a test will be recorded. The report of that student will have details of the marks scored in various attempts, the average marks scored in the previous attempts, the marks scored in the present ( last ) attempt. The average marks including the last attempt.

) The Administrators should be able to analyze in which questions most students are faulting. While Which questions are being answered correctly by most students. So for every question there will be 2 fields associated. one field describing how many times in total it was answered correctly and how many times it was answered wrongly. Data collected for this over a long run will give insights on creating newer videos / Course Material which will be inserted in the sequence of learning.

) In certain steps of learning there can be Two levels of tests. The first test being an easy one, while the 2nd one being a tougher one.

) After a student has completed and passed a full module, he can take many tests. The system will give automated suggestions to the student, to review which modules depending on the errors made. Depending upon certain repeated errors it will become mandatory for the student to study a particular module again. All this happens only when the student takes multiple tests of the Total course. If the student does not attempt multiple tests after the end of the course, then his parents are informed about that decision of of his. The system generated email may say to the parents the following ” Even though there were more exams and Tests that were available for the student to take; he did not attempt these. Thus his perfection in this module remains unknown “.

) At certain places in the courseware there will be facilities to embed external study videos that are hosted say at Youtube, Facebook, MySpace, Microsoft Onedrive etc. The student will get an option to see them in the embedded player. Seeing any one the external videos will be not kept as Mandatory condition to move forward by navigation. [ This is because external links of videos may be discontinued or disappear without notice ]

) Personal messages of various kinds will go to users on birthdays, anniversaries etc.

) There will be free training modules for prospective employees about various Psychometric aspects, commitment, customer facus, caring attitude etc.

Prospective employees and existing employees will able to take various of these trainings and tests.

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System Features

) Login passwords are encrypted. Forgotten passwords must be reset, rather than retrieved by email, removing the possibility they might be intercepted when being sent over the Internet.

) Following an action (such as saving preference settings, or posting a message), feedback is given on the status of the operation. This could be a success message, warnings to consider, or errors to fix

) A JavaScript based WYSIWYG editor should be available as an extension of the Content Editor so content creators can format course materials without knowing any HTML. Using the Visual Editor, paste a MS Word document to have it converted to LMS content.

) A search engine allows learners to search course content, and search for courses in the course catalog.

)  In addition to the File Manager, which contains files associated with LMS content pages, the File Storage utility can be used to store private files, to shared files with course members or group members, or used as a place to collect assignment submissions.

) The system should be Friendly to people with special needs. For example facility to amplify sound, text.

)  The entire content and structure of a course can be backed up and stored on the server, or downloaded and saved to your local computer for safe keeping. Create a copy of a course as a master for future sessions, or move a course to a new location. When creating a new course, choose from the available backups to populate the course.

) A default display language can be set for each course. Assign a course as public, protected, or private, or hide a course while it is being developed.

Control student access to content packaging. Turn on an RSS ( Rich Site Summary ) feed for course announcements, and display them on other Web sites. Set the start date and finish dates for a course, during which it is available to students. Create a custom splash page for each course. Upload a custom course

icon as a visual representation of the course. The course directory name can be customized to extend Pretty URLs (described for Administrators) creating a unique URL for each course.

) There should be provisions for users to report on bugs ( Some people refer these as Tickets ) of the system. From which Developers can keep up on bug fixes using the Bug Tracker With approval, developers can report to, and provide comments on, bugs listed in the tracker. periodic update on the bugs reported will go to the person who has reported the bug, and all other relevant stake holders.

) Require newly created student accounts to be authenticated against a custom imported student ID/PIN paired list.

) A fast and easy way to install or upgrade the LMS system. In most cases it should take only take a couple minutes, with little need for technical knowledge.

) View system login statistics.

) Secure course content directory to prevent unauthorized access to course files.

) Review requesting instructors’ personal information, and assign instructor status so they may create courses. Administrators are informed by email when new requests are made.

) Users on a system can be sorted, personal information can be viewed, and access privileges can be modified. Send announcements to all users on the LMS system, or to students, or to instructors. Search through the users database using a variety of search strategies to find individual students, or a group of students. User accounts can be batch managed to rapidly add, modify, or delete accounts. The other detailed features of User Manager will be finalized.

) There has to be an Enrollment Manager. Administrators have all the same tools for managing course enrollments as instructors do, with the ability to manage students in any course. Create an enrollment list online to add new students to a course. Automatically generate login names and passwords for students and send them by email when a student is enrolled in a course. Assign students as Alumni so they can participate in discussions for future course sessions. Filter by login, first or last name, or email address. The other detailed features of Enrollment Manager will be finalized.

) Courses on a system can be sorted, their properties modified, and their instructors managed. Create new courses and assign an instructor. Use course backups to generate initial content for a new course. Create shared forums for select courses, or create a community forum for all courses. Easily jump between the administration section and courses without having to re-login each time. Administrators can create an enrollment “trigger” link, that when followed, students are enrolled in specified courses automatically when they register.

) There should be a user friendly backup Manager, Generate backups of courses to create master copies. Download backups for safe keeping or to move courses to another LMS server. Use backups to generate new courses. The other detailed features of Backup Manager will be finalized.

) The system has to be load tested with 5000 simulated simultaneous users. The load, response performance has to be compared with standard Industry benchmarks. The details will be decided.

) It should be Technically be ensured that by video download apps, the videos of the LMS modules should not be downloadable.

) Once an user / student asks a question depending on the complexity of the module, and working calendar considering holidays, the system will promise a date with cutoff time for an answer. Automated system email will go to relevant instructors informing them the Question. Half a day before the cutoff time promised if the Question has not been answered and closed, a automatic reminder will go to the instructor, and her supervisor. An system generated apology mail regretting the delay will go to the user / student. If the question remains open in next working day, then again automatic reminder email will go to the instructor, and her supervisor. Also again an system generated apology mail regretting the delay will go to the user / student. If the question remains open for another more day, then escalation reminder mail will go to Instructor, her spervisor, and supervisor’s supervisor ( meaning next in the hierarchy ). This process of escalating open questions will be recorded and monitored. The reports will be used in Apprisal process for all the instructors, supervisors.

) There will be weekly / monthly reports showing how many students / which all students are asking how many questions. These will be used to develop solution modules if relevant. Else Instructor will talk to user / student and try to understand why that student is asking so many questions.

) At end of every stage of course navigation user / student feedback will be taken. The delight measurement module should be innovative to capture students feelings clearly.

) The owners of the system will have facility to send advertisement messages to all active, and ex-email ids.

) The system will have facilities to measure empathy towards people for new and existing employees. Various kinds of Psychometric tests deployed will measure progress of employees towards caring attitude. The variation of these caring, empathetic attitudes will be graphed and taken as one of the inputs for employee apprisal. The effectiveness of the Psychometric tests and trainings will also be measured from these data captured.

) Employees at all level have to justify periodically their actions towards long term image building process of the company. The system will have data, and reports to justify or deny these claims by employees. The aim is to built in ” long term view of customer relationship and to convert good customers as brand advocates “.

) The system should capture data in such a way to justify or deny a particular employees commitment towards nurturing long term customer relationships.

) The system should have Questionnaires which will capture a customers ” Post Purchase Experience ” and compare that with ” Post Purchase Perception “.

) The system will interface with users to convey a caring attitude. The detailed features to do this will be elaborated.

) The system should able to capture data regarding frontline employees, if they view themselves ( and act ) as brand ambassadors of the organization.

) The system should able to capture data regarding communication skills of employees and report trend of improvements

) The system should able to capture data of employee action proving or disproving how much they are empowered ( within reason ) for their customers.

) The system should able to capture data that shows the customers are being valued. It should show how much each employee is valueing the customer. Should able to plot trends in value attitude.

) The system will able to set Learning paths by job roles.

) The earning paths for learners we will define dependencies and control the order and flow of the competencies and courses of learners complete as well as their reoccurrence on a set cycle.

) The system will able to do competency management

) Can set Individual development plans with objectives

) Will do Full tracking of e-learning / Classroom management

) Will have Ability to have documents, audio and video as learning activities

) Will have features of Collaborative learning, Discussion forums, chat rooms, blogs, wikis

) Will able to do assessments and Surveys.

) Will able to maintain corporate organizational hierarchys

) Will have Bulletin Board capabilities. Will provide global access to course documents such as the syllabus, assignments, schedule, policies, handouts, hyperlinks, podcasts, and instructor’s contact data.

) Sharable and Reusable File System. This is handy for teachers as it releases them from reproducing course documents every time they teach a course.

) Will have Guided Web Portal. Directing students to those sites that are most useful to their study with links within your web course.

) The system will allow Group Collaboration

) Will able to detect plagiarism

) Students will have an online gradebook.

) The system will have Early Alert System for “at – risk ” students

) The system will allow the students to create private bookmarks, bookmark any content material

) Instructor can view login history, students’ time spent on a content item
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Prospect Management module
) Those approaching or inquiring the product will be tracked by this module.

) Should able to send periodic focused emails and campaigns to these people if not joined.
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Funnel Management Module
) This gives an organization the ability to analyze and evaluate their sales funnel or sales pipeline. Using the Funnel Manager, sales representatives, sales teams, sales managers, and executive leaders can efficiently measure their sales funnels and make the appropriate changes to their sales processes.

) The Summary View allows a user to analyze the historical results at any level of the organization, by sales representative, branch office, territory, region, or across the organization at the corporate level.  Within the Summary View, a user can analyze historical results in yearly, quarterly, or monthly increments.

) The Group Analysis feature will allows a user to select any field that is available on an Opportunity, such as primary vendor, salesman id, branch, close probability, or sales stage, and create a sales funnel based upon that field and the projected close date of the Opportunity. Within the Group Analysis, the funnel can be viewed by week, month, quarter, or year.

) The Detailed Analysis Grid View will allows a user to create an unlimited number of views of their Sales Funnel in a grid format. These views can be created by filtering on any combination of fields found on an Opportunity, and can be saved for future use.

) This module should able to identify where the leaks are in your Sales Funnel and make the appropriate changes to your Sales Process.

) This module should able to anticipate when sales are going to slow down and take proactive action to reverse those trends.

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Sales Goal and Planning Module
) This module helps in a convenient way to analyze sales data and set goals based upon their sales, profit, and growth objectives.

) Goals will be communicated to relevant people and reviewed periodically.

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Opportunity Management Module
) Opportunity Management gives the ability to manage and monitor sales funnel, and provides the analytics needed to streamline and formalize their sales processes.

) An Opportunity can be used to represent any situation that could potentially produce revenue for an organization. With regards to the sales cycle, an Opportunity represents a potential sale to a prospect or customer, and all activities related to that sale such as Appointments, Emails, Meetings, Tasks, and Quotes are able to be tracked.

) In addition to managing Opportunities, this will give a complete view of their sales funnel. A Sales Manager can easily see if there are any bottlenecks or bloated stages in their sales funnel, or if there are an insufficient number of leads at any stage of the sales process.

) Track any and all Opportunity information that is important through the unlimited use of user-defined fields and/or categories.

) Create custom Opportunity lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in an Opportunity. Use those analytics to streamline and adjust your sales process in order to hit and exceed your sales goals.

) Manage any and all tasks and actions that need to be performed in order to move an Opportunity through the sales funnel, and easily view the status of Opportunities.
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Appointment Management
) This can be used to schedule an appointment, meeting, or event.

) Appointments can be created and maintained in multiple Calendars, as well as tracked for all time related activities associated with prospects, customers, and other business relationships that need to be maintained.

) The calendar of various hierarchy will have different views for various people. People can choose which part of the calendar can be exposed to public or various roles.

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Gap Analysis module
) This module should able to allow the organization to review their customer’s purchase history and easily identify where there are gaps or opportunities for additional sales.

) Aim is to Identify where you’re missing out on sales with your existing customers in order to increase sales and profits.

) Gap Analysis reports can be used to create targeted email or direct mail marketing campaigns to generate sales and close the gaps.

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Build Your Own Reports (BYOR) Module
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Contact Management Module
) Track any and all Contact information through the user-defined fields and/or categories.

) Create custom Contact lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in a Contact.

) Ability to create targeted marketing campaigns by filtering contacts.
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Managers Console
) It is a comprehensive analytics tool that provides quick views to all levels of sales data and activity based metrics that impact the long term success of company.

) This is used by management, the Manager’s Console is designed to give all users the ability to view, manage, analyze, and report on any information

) The Manager’s Console allows a user to filter on any combination of user-defined fields found in the system in order to create analyses at all levels, from a very high level down to an in-depth granular level. This provides an organization with the tools needed to effectively analyze their database in order to identify trends and patterns and make more informed business decisions.

) The Manager’s Console provides an avenue to easily and effectively analyze sales data. The report display will be in lines of Balanced Score cards. Balance in various score cards will be shown clearly.

) The Business System Integration (BSI) Summary in the Manager’s Console pulls data directly from system and provides access to top Accounts by Sales, Profit, Margin, Growth, Open Orders, and Percent to Goal. The Manager’s Console also provides visual analysis of Sales Data with a wide variety of sales charts such as Sales/Profit Trend Charts, Profit Comparisons by Year, Sales YTD Comparison, Top Product Groups, and Top Students. The business intelligence available in the Manager’s Console is easily viewable by company, branch, sales territory, customer, product category, and/or vendor.

) The Manager’s Console is not used solely for review and analysis, but is also used for taking action. Any action, such as creating an Activity, Appointment, Contact, Contract, E-mail, Expense, Event, Opportunity, or Quote can be done directly from the Manager’s Console.
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Contract Management Module
) Track any and all Contract information by user-defined fields and/or categories.

) Create custom Contract lists and reports with the use of extensive filtering capabilities which allow to filter on any field found in a Contract.
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Event Management Module
) Ability to create and manage the Events they host or participate in, and allows them to analyze the Return on Investment of that event.

) The Event Manager module allows to invite and enroll attendees, plan and record all details of the Event, track Expenses associated with the Event, and track the outcome and sales resulting from the Event.
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Account Management Module
) The various Individuals / Professionals or companies hosting their training program in the platform can be tracked and Managed by this module.

) Prospects, and Pipelines can be tracked.

) View all Activities and communication related to an Account in one place.

) Launch document or email templates directly from an Account tracker.

) An Activity is a record of actions that took place with an Account or Contact. We should able to manage this. It is used to document the specifics of those actions and their corresponding results, which may be related to sales, marketing, consulting, customer service, etc. The Activity allows other users to know exactly what happened, when these activities happened, and how much time was utilized to perform or to complete these activities.
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The Alerts & Notifications module
) We should able to schedule Alerts & Notifications

) Alerts & Notifications can also be set to automatically generate when a given event takes place

) This should enable Quickly review the key activity that’s taken place, with an an easy to read report that’s delivered directly to inbox.

) This should give the Instructor a Quick view on the action points, assess performance, assess current actions, and enable constructive coaching sessions to drive learning better.

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Asset Management Module
) This is to track and maintain Physical and Intellectual assets. Every time a file is downloaded by someone, record will be maintained in particular formats.

) Create custom Asset lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in an Asset.
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Expense management module
) Track any expense incurred by an organization.

) This module provides the ability to quickly and easily generate standardized expense reports as well as the ability to analyze expenses within the organization.

) Expenses can then be easily grouped and filtered for reporting purposes and tracking purposes.

) View patterns and trends related to the accrual of Expenses, and be able to tie those directly to sales results.

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Incentives Tracking Module
) Students, Instructors, employees may be given various kinds of incentives, discounts, or ” special facilities “, time to time. This module is used to create and track Incentive and Loyalty/Rewards programs.

) The reports should automatically bringing over the sales data that is used to calculate the accumulation of “points” or “rewards” used in an incentive program.

) The Incentives Tracking module allows to build a set of rules and then track the accumulation of those points or rewards according to the tenets of specific program.

) This module should able to identify loyality. We will able to Create loyalty and drive sales with an Incentives Program that can be used to motivate and reward people ( Students, employees ).
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Document and File Management Module
) This module allows to store documents, graphics, spreadsheets, and other file types and associate those items with the appropriate Account, Appointment, Asset, Contact, Contract, Email, Expense, Event, Note, Opportunity, Quote, Support Request,  or Task.

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Template Management Module
) This module will create and manage document templates, making it easy for users to quickly generate commonly used documents and automatically populate those documents with data directly from the database.

) Documents generated from templates are automatically saved, providing other users with the ability to review or refer back to those documents.

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Search Module
) This is a powerful search engine designed to provide users access to their CRM data quickly and efficiently.

) It allows a user to perform general or specific searches with the ability to search all user-defined fields found on a particular record. The Global Search utility also provides convenient access to a user’s recently accessed items (Recent Items) and their frequently accessed items (Favorites).

) Quickly and easily access the data you need. Use the Global Search to find a specific contact by their name, a group of Accounts in the same zip code, a list of Opportunities that are assigned to you, etc.

) Perform common actions directly from the Global Search results.

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Task Management Module
) Users of the LMS, students, Instructors can be given tasks in a group. In one go tasks should be able to be allocated to multiple people. Depending on the Hierarchy tasks can be allocated to lower levels.

) Tasks will be allocated along with assets, and with automated reminders of due dates.

) The allocated Tasks can be reviewed. Reports will show Milestones with Forecasts.

) Track and manage Documents related to the Task

) Document Templates will allow for quick generation of commonly used documents.

) This module will maintain all history of an Opportunity or task from the assigning phase or selling phase through the Delivery and through to the close of the Task. Analyze that data to uncover strengths or shortcomings in your sales and Task completion processes.

) Link outside influencers to a Task and track the activities related to that.

) Easily link billable and non-billable activities to a Task for billing purposes and analyze Task related expenses.

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Work flow Manager
) The Workflow Manager is a project management feature that is used to create company workflows in order to track milestones in relation to a project or process.

) At a macro level the Workflow Manager allows Owners to track the time and progress of a project through the use of roles, milestones, and work items, allowing efficiently and effectively manage projects and deliverables.

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Instead of developing all these from scratch, can we not use Grovo, or say software from LatitudeLearning.com [ LatitudeLearning allows free use upto 100 users ! ]
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Or say we can Integrate relevant source code of ( Totara or Joule + Kaltura + Alfresco + JasperReports / BIRT / Pentaho )
What about using Blackboard or Desire2Learn ?
🙂
Please email me your views at avp.subhashish@gmail.com
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All these will get into the website http://www.skmclasses.blog.com
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