If you are migrating or upgrading your learning management system (LMS), RedJamJar has some important advice.

(The following guide applies to new LMS systems, upgrades or LMS migrations. It provides advice for colleges and business, exploring critical areas and providing a checklist to help you with a robust review and plan.)

An LMS touches many parts of a business and has the potential to nurture skills and develop high performing teams. We rely on LMS systems to deliver our classroom, elearning and people development plans. 

Despite our dependence, it is often regarded as unsatisfactory by both the Learning & Development (L&D) team, and end users – the learners. A recent survey by Towards Maturity reported that 62% of respondents were unsatisfied with their LMS. 

LMS migration is a lengthy project which involves significant effort. The task requires you to consider people, processes, data and technology areas to reach a successful outcome. 


Understanding who your stakeholders and learners are is key to meeting their requirements and providing a smooth transition. Consider running a workshop to identify their needs and expectations. The outcome of the workshop should identify the different groups and their specific requirements. 

For example, consider health and safety training for contractors and suppliers. As these staff are external to your organisation, they may require access from beyond your corporate network. This requirement needs specific configuration and administration of user management, reporting, charging models and course enrolments.

You should consider defining a set of personas for each user group. Using these personas will help you to identify specific requirements early on, avoiding unnecessary change.


The engine room of a good LMS is the ability to deliver easy-to-use services which are helpful, timely and relevant. Before you move system, identify each of the processes you currently operate and deliver. Is your understanding and process up to date?  Capture each processes you rely upon. These can form a key part of your due diligence, implementation and quality assurance plan. 

You can capture a process using tools like MS Visio or Omnigraffle. As an example, consider the recertification process for a learner; it should take into consideration the user’s role, their needs (for their job), status (employed/leaver) and status within the organisation. 

Business Process to re-certify learners for LMS migration

Business Process to re-certify learners

A small selection of processes to consider include:

  • How you onboard new starters
  • How you manage recertifications
  • How you provide support
  • How you manage leavers/re-joiners
  • How you manage staff movement – including compliance training for local market regulations
  • How you manage role changes


Until recently the volume of data collected has been used to answer operational queries: Is there space in the classroom; How many people passed the Cyber essentials course?

The data collection is for activity, not performance. 

Increasingly, company directors expect quantifiable proof of the contribution that L&D delivers to company performance and customer satisfaction. This creates a focus on learning data for impact on business goals. Dr Jack Phillips has developed a process to measure against the Kirkpatrick scale, extending it to provide a fifth level – ROI. 


The 70:20:10 Forum has explored the need for outcome focused measurement in this thoughtful article. The takeaway as it relates to our consideration of migration is that measurement and data needs a rethink. 

70:20:10 Forum: The opportunity for the learning function is to train itself to think in terms of outputs rather than inputs and performance improvement rather than learning.

What does this mean in practical terms?

70:20:10 requires a change in behaviours and expectations which provide a suite of tools to the learner to access and excel. At the same time, individual performance is viewed holistically as a part of a collective environment. 


The market is saturated with learning management systems and finding the right product fit is time-consuming. Undertaking a robust review of the features can be an exhaustive process. 

To help address this issue, RedJamJar is sharing a checklist for you to use for your own review process. The checklist enables you to have a robust and effective conversation around your needs and allows you to detail how the system meets your needs at an early stage. 

Free Learning Management System Routemap

Example LMS Routemap for migration

Example LMS Routemap

Name *

Email *


This guide is one of a number that I will be providing RedJamJar readers, leading to an ebook covering the three stages of transitioning to a new system capable of providing business performance that reflects your investment.
Until next week…

Paul Brown