This document provides a monthly breakdown of media coverage for Expertus from February 2010 to December 2010. Each month includes 1-5 news articles or press releases about Expertus and their services, clients, appointments, surveys, and webinars. The document aims to showcase Expertus' growing media presence throughout 2010.

1. Expertus
Media Presence
2010

2. Table of Contents
February...................................................................................................page 3 to 8
March........................................................................................................page 9
April..........................................................................................................page 10 to 15
May............................................................................................................page 16 to 38
June........................................................................................................... page 39 to 42
July............................................................................................................page 43 to 45
August.......................................................................................................page 46 to 49
September.................................................................................................page 50 to 60
October......................................................................................................page 61 to 64
November..................................................................................................page 65 to 73
December..................................................................................................page 74

3. page

4. Validation by Metrics | Tom Kelly
February 1, 2010
page

5. page

6. page

7. page

8. February 3, 2010
Expertus Reveals Insightful Resource for Learning Organizations Looking to
Implement a Learning Portal
Practical Presentation Offers Real-life Examples and Explanations of Web 2.0 Learning Portals
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,
today released a presentation that explores Web 2.0 learning portals as a way to better reach employees,
customers and external stakeholders. With a distinct focus on the extended enterprise, the presentation offers
a view into what organizations are doing – and where they’re headed – using the power of learning portals. To
view it for free, visit http://www.brainshark.com/brainshark/vu/view.asp?pi=291378388.
In a study conducted by Expertus and Training Industry, Inc., researchers found that within the next two years,
45 percent of survey respondents plan to upgrade their existing learning portal and 14 percent plan to launch a
new learning portal. Given the broad interest in this technology, Expertus created a presentation that explores
the practical uses of portals. The 22-minute presentation, narrated by industry expert Kathleen Waid, offers
research findings, definitions and real-life examples.
“Learning portals have taken on a new definition and are no longer just a website for training,” said Mohana
Radhakrishnan, VP of Client Services for Expertus. “Companies can jump right into on-demand, Web 2.0
learning and effectively reach all learners if their portal is appropriately designed.”
Expertus’ and Training Industry, Inc.’s “2009 Study on Learning Portals Informal Learning Technologies”
can be viewed at http://www.trainingefficiency.com/system/files/Survey-Results_Learning-Portals-Expertus_
April09.pdf .
Expertus also recently published a white paper that explores Web 2.0 learning portals as dynamic digital
environments that make learning more effective and accessible for channel partners and customers.
“How to Boost Business Revenues with Learning 2.0 Portals” is available for free download at http://www.
trainingefficiency.com/system/files/Boost-Revenues-Learning-2.0-Portals_Expertus_WP.pdf.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free (877) 827-8160.
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9. March 30, 2010
Global Software Company Names Expertus Provider of Learning Logistics Services
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,
today announced that it has been retained by a global software company to provide a variety of learning
logistics services to improve channel partner training. The project has already yielded great results, solidifying
Expertus’ expertise in strategic counsel, process management and implementation of learning programs.
The worldwide organization was facing many challenges stemming from a decentralized learning process
for its channel partners. Through a comprehensive “clean sweep” approach, Expertus swiftly improved
inconsistencies, updated operations and work-flow processes, and coordinated roll-out events in global
locations to share new procedures. Short-term results already include cost reduction, increased user adoption,
reduced risk and improved learner satisfaction.
Expertus has made some far-reaching advancements, such as the introduction of operational reports to
increase efficiency and optimize costs; enhancement of training plans to generate on-demand reports on class
cancellation, utilization rate, and investment analysis; and removal of data inconsistencies by reorganizing the
data structure in the LMS.
Positive results of the collaboration include: Cost Reduction Increased Adoption Increased Visibility Risk
Mitigation Lower Total Cost of Ownership “An effective training organization positively impacts the larger
business more than some executives even realize,” said Ramesh Ramani, Founder and CEO of Expertus. “This
customer is well aware that improved channel partner training will make a dramatic business impact and
Expertus is able to deliver on that vision.” Expertus and the organization are also exploring other collaboration
activities, including consulting services and research about learners’ under-utilization of learning technology.
Customers from a wide variety of industries tap Expertus for its learning-related products and services,
including learning technology, training administration, content creation and deployment, Web 2.0 portals,
infrastructure solutions and more.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free (877) 827-8160.
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10. page 10

11. The Verdict on Learning Portals | Mohana Radhakrishnan
April 1, 2010
page 11

12. page 12

13. page 1

14. April 7, 2010
Expertus’ TrainingEfficiency.com Unveils Successful Webinars as Streaming
Presentations through Learning Content Network
Three New Webcasts Bolster Rich Library of Free Resources by Expertus
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,
today announced that it has expanded its collection of streaming presentations available through Learning
Content Network, a Training Industry, Inc. Service (http://www.learningcontentnetwork.com/Home.aspx).
Now, corporate training professionals have access to five informative presentations at TrainingEfficiency.com
– Expertus’ learning management resources website. Topics focus on some of the most relevant issues learning
organizations face. The three newest additions are on-demand broadcasts of popular Expertus live webinars.
All recordings are accompanied by presentation slides – and are available free-of-charge at: http://www.
trainingefficiency.com/attend-web-events.
With panelists such as respected analysts Josh Bersin and Doug Harward, and industry leaders including
Mohana Radhakrishnan, the webinars offer useful information such as research results, case studies and
applicable strategies. More than 1,000 learning professionals attended the webinars with positive response.
“The content in all of these presentations have received tremendous feedback from customers, analysts,
attendees of our CLO roundtables and more,” said Ramesh Ramani, Founder and CEO of Expertus. “These rich
resources offer insights and recommendations that many learning leaders are happy to put into their arsenal.”
In addition to being offered at TrainingIndustry.com, the three newest presentations are also available directly
through Learning Content Network:
• Numbers Don’t Lie - The Four Universal Truths for Learning Measurement Success: http://www.
brainshark.com/expertus/vu?pi=302438168
• 9 Ways to Trim Operational Expenses to Fund Strategic Learning: http://www.brainshark.com/
expertus/vu?pi=116773962
• Secrets of Successful Learning Systems: http://www.brainshark.com/expertus/vu?pi=455050020
The two other recordings are mini presentations (about 25 minutes), rather than full webinar re-broadcasts.
They’re also available directly through Learning Content Network:
• Learning Portals - Maximizing Your Training Reach: http://www.brainshark.com/brainshark/vu/view.
asp?pi=291378388
• Learning Operations on a Shrinking Budget: http://www.learningcontentnetwork.com/title.
aspx?pid=402388968
page 1

15. “The Learning Content Network is pleased to partner with Expertus to bring presentations like this to the
training community,” said Doug Harward, president and CEO of Training Industry, Inc. “I would be so bold to
say four hours with these presentations may advance some learning leaders’ way of thinking by years.”
Customers from a wide variety of industries tap Expertus for its learning-related products and services,
including learning technology, training administration, content creation and deployment, Web 2.0 portals,
infrastructure solutions and more.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free 1-877-827-8160.
page 1

16. page 1

17. Marketing Learning the United Way | Gordon Johnson
May 1, 2010
page 1

18. page 1

19. page 1

20. Turbo Charge Rep Learning | John Schneble
May 1, 2010
page 20

21. page 21

22. page 22

23. The Do’s and Don’ts of Pitching New Technology to Executive Management | Kathleen
May 1, 2010
Waid
page 2

24. page 2

25. page 2

26. **The press release ran on Yahoo! Finance
for the United States.
May 3, 2010
68% of Training Professionals Report Their Learners Would Give Their Learning
Technology a Grade of C or Below
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,
today announced the results of a recent poll conducted among learning leaders. The results found that a
whopping 68 percent of learning professionals believe their learners would give their learning technology a
grade of C or below.
The poll, which was conducted in March, consisted of one-question: What grade would your learners give to
your learning technology that they interact with? With more than 70 responses, there was a clear inclination
towards the failing grades, with the results as following:
-- A 15%
-- B 17%
-- C 37%
-- D 20%
-- F 11%
“This poll was very revealing in that we asked learning leaders to put themselves in the shoes of their learners
and they are seemingly honest about the improvements that need to be made in their learning technology,”
said Ramesh Ramani, founder and CEO of Expertus. “Due to the nature of the poll, we didn’t have the
opportunity to dig deeply into what was causing the poor grades, but this shows an obvious gap that needs to
be filled by technology that improves the learning experience.”
To weigh in on future polls, subscribe to Expertus’ email newsletter “Smart Tips for Learning Executives” on any
page at www.expertus.com. To view results from a wide variety of other surveys conducted by Expertus, please
visit http://www.expertus.com/insights/Survey-Results.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free (877) 827-8160.
page 2

27. **The press release ran on Yahoo! Finance
for the United States.
May 5, 2010
Expertus Appoints Learning Industry Expert Jim Hanlin as Vice President of Content
Strategies Solutions
Hanlin Brings Over 30 Years of Experience and Insights to Executive Team
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,
today announced the recent appointment of Jim Hanlin as vice president of content strategies solutions.
In his role, Hanlin will focus on the growth and promotion of Expertus’ robust content services using their
proprietary SmartContent™ methodology and F.I.T™ learning strategy.
Hanlin is charged with bringing to market a fresh approach to content services. The comprehensive
SmartContent™ methodology employs proven instructional design and content development processes, best
practices, and learning analytics techniques. To round out its content services, Hanlin has created the F.I.T™
learning strategy to illustrate how content fits into the bigger picture of learning. F.I.T™ integrates formal
learning, informal learning and technology, accurately addressing the way blended learning occurs in today’s
organizations.
“Jim offers a seasoned perspective with a cutting-edge approach and we’re lucky to utilize his decades of
experience as we continue to grow,” said Ramesh Ramani, founder CEO of Expertus. “He truly understands
how to deliver businesses a comprehensive package that marries exceptional content services with enabling
learning technology.”
Before joining Expertus, Jim served as chief operating officer for Training Industry, Inc., an organization
that provides market intelligence, best practices, and research on learning and facilitates partnerships
between corporations and leading training providers. At Training Industry, he consulted with major U.S. and
international training companies on market positioning and strategy and business development.
During his career, Jim has served as a senior administrator at a community college, director of education for a
professional engineering association, and has founded and served as president and a member of the board of
directors for three companies focusing on the development of corporate learning strategy and custom training
programs. He has been an instructor for numerous corporate education programs, served as an adjunct faculty
member for a community college, and taught graduate level courses in adult and community education.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free (877) 827-8160.
page 2

28. **The press release ran on Yahoo! Finance
for Canada and the United States.
May 11, 2010
Expertus Promotes John Schneble to Lead Roll-Out of Social Learning Platform
Schneble Significantly Grows His Role; Continues to Advance the Adoption of Web 2.0 Learning Technology
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,
today announced that John Schneble has been named product director of technology solutions. In this role,
Schneble will lead the marketing of Expertus’ flagship product suite, overseeing market research, positioning,
pricing and proposals related to Web 2.0 learning and other technology products.
Expertus leads the marketplace in offering a dynamic, social learning platform that helps corporations build
sustainable competitive advantage -- by educating employees, customers and business partners faster, easier
and more collaboratively than ever. Expertus’ product suite transcends enterprise technology limitations and
organizational boundaries while providing a learning and performance ecosystem that blends formal and
informal learning with a web-based community into a cohesive, personalized online environment.
Schneble joined Expertus in 2007 as a director of strategic accounts. He offers more than 17 years of
experience in the learning and technology fields, previously working with organizations such as Global
Knowledge and Productivity Point International. During his career and with Expertus, John has worked
with numerous national and international organizations, such as Microsoft, GlaxoSmithKline and Northrop
Grumman, to optimize their learning operations and technologies. He has an extensive background in learning
management systems, authoring platforms and knowledge management across a wide swath of industries.
“John has a keen eye for what businesses need to align their learning needs with the objectives of the larger
organization,” said Ramesh Ramani, founder CEO of Expertus. “Successful learning organizations require
a balance of business acumen, learning industry knowledge and a deep understanding of technology, all of
which John can effectively address through his rare skill set.”
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free (877) 827-8160.
page 2

29. **The press release ran on Yahoo! Finance
for the United States.
May 13, 2010
Expertus Honored by Bersin Associates for Vendor Innovation
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,
today announced that it has received an honorable mention for Vendor Innovation in Learning and Talent
Management in Bersin Associates’ Learning Leaders Program for 2010.
Expertus entered the awards competition with its dynamic social learning platform that helps corporations
build sustainable competitive advantage -- by educating employees, customers and business partners faster,
easier and more collaboratively than ever. According to Bersin Associates, analysts were compelled to honor
Expertus for its demonstration of the “right stuff” that makes a Learning Leader.
“It’s always a pleasure to be acknowledged by influential leaders in the industry and we hold Josh Bersin and
his talented team in high regard,” said Ramesh Ramani, founder and CEO of Expertus.
Customers from a wide variety of industries tap Expertus for its learning-related products and services,
including learning technology, training administration, content creation and deployment, learning consulting,
infrastructure solutions and more.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations – creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free (877) 827-8160.
page 2

30. May 15, 2010
Ticker Update
John Schneble promoted to Project Director http://investing.businessweek.com/research/stocks/
people/people.asp?ticker=TSAN:US
page 0

31. Social Learning Platform | Expertus
May 17, 2010
A dynamic social learning platform that helps corporations build sustainable competitive advantage - by
educating employees, customers and business partners faster, easier and more collaboratively. A solution
that transcends enterprise technology limitations with a learning ecosystem that blends formal, informal and
collaborative learning.
page 1

32. **The press release ran on Yahoo! Finance
for the United States.
May 17, 2010
Expertus Wins Bronze Brandon Hall Learning Technology Award for “Best Advance
in Social Learning Technology”
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning,
today announced that it has received the Bronze Medal from the 2009 Brandon Hall Excellence in Learning
Technology Awards. Expertus earned the honor in the category of “Best Advance in Social Learning
Technology.”
Expertus entered the awards competition with its dynamic, social learning platform that helps corporations
build sustainable competitive advantage – by educating employees, customers and business partners faster,
easier and more collaboratively than ever.
“We continue to receive accolades from customers, peers and learning pundits such as Brandon Hall about
our strides in marrying technology with social learning,” said Ramesh Ramani, founder and CEO of Expertus.
“Expertus proudly offers technology that effectively captures the critical element of social learning and makes
a dramatic impact on the whole business.”
The Brandon Hall Excellence in Learning Technology Awards are presented by Brandon Hall Research, one of
the leading research firms in training and development. The Learning Technology Awards program showcases
innovations in the products in the marketplace for creating and managing learning, talent, and performance.
“These outstanding tools and systems propel the learning profession forward,” said Brandon Hall, Ph.D.,
chairman of the Awards program. “These innovative products let customers make learning faster, better, and
easier.”
The entries were evaluated by independent judges around the world. Expertus’ win was announced on
Thursday, April 29. The winners are listed at www.brandon-hall.com .
Customers from a wide variety of industries tap Expertus for its learning-related products and services,
including learning technology, training administration, content creation and deployment, learning consulting,
infrastructure solutions and more.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free (877) 827-8160.
page 2

33. **The press release ran on Yahoo! Finance
for Canada, the United States, the UK and
Ireland.
May 19, 2010
Expertus Makes “Top 20 Companies in the Training Outsourcing Industry” for
Fourth Consecutive Year
TrainingIndustry.com’s Annual List Recognizes Companies That Are Shaping the BPO Landscape
Expertus (www.expertus.com), a global provider of services that optimize the business impact of learning, today
announced that it has been named one of Training Industry, Inc.’s “Top 20 Companies in the Training Outsourcing
Industry,” for the fourth consecutive year. In 2006, Expertus was selected as an Emerging Outsourcing Leader. The “Top
20” list is built each year to help buy-side companies make informed decisions and improve the costs and quality of
learning services that they procure.
“This award really holds merit because of its creative selection approach based on where the industry is headed,”
said Ramesh Ramani, founder and CEO of Expertus. “It is with great pride that we continue to be named among other
organizations that are also progressive and thoughtful about training outsourcing.”
The “Top 20” list recognizes the leading training outsourcing companies for their high quality services and comprehensive
capabilities. All have demonstrated expertise and experience in managing major business process outsourcing (BPO)
engagements as well as creating a significant impact on the industry.
Training Industry, Inc. assessed the leading companies in the training industry to determine those best suited for world-
class outsourcing engagements. This year, they contacted hundreds of companies to assess their expertise, experience,
and capabilities. Selection to this year’s “Top 20” list was based on the following criteria:
-Breadth and quality of the training services provided
-Industry visibility, innovation and impact
-Commitment to the training outsourcing industry
-Strength of clients
-Geographic reach
-Experience in serving the market
-Company size and growth potential
“Expertus is recognized consistently because of their ability to make a measurable impact on their customers’ businesses
and their ability to apply innovative project processes,” said Doug Harward, president and CEO of Training Industry, Inc.
“Expertus has evolved from an emerging leader to a frontrunner in the training outsourcing space in less than five years,
and deserves recognition for the fine work that’s being done.”
For details on Training Outsourcing, Inc.’s Top 20 list, go to http://trainingoutsourcing.com. For more information on
Expertus, log on to http://www.expertus.com or call 877-827-8160.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s 500+ learning
management professionals have defined and implemented plans, processes and technologies that transform training organizations -- creating
measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips, EMC, Honeywell and Lockheed Martin.
Every day at these and other companies, more than a million employees, customers and business partners are educated as a result of Expertus’
innovative business strategies, outsourcing services and technology-rich solutions. Based in Silicon Valley, Expertus serves its clients from offices in
the US, UK and India. For more information, visit www.expertus.com, or call toll-free (877) 827-8160.
page

34. The Abundant Value Proposition of Learning 2.0 Portals | Gary Bragar
May 19, 2010
In my February 11 blog on “The Buzz about Learning 2.0 Portals,” I referenced research conducted by Expertus
and Training Industry, Inc., which found that within the next two years, 45 percent of survey respondents plan
to upgrade their existing learning portal and 14 percent plan to launch a new learning portal. And based on the
results of a Learning BPO research study I recently launched, this comes as no surprise as the value of learning
portals is becoming increasingly clear.
Learning 2.0 portals have a lot of functionality and can deliver significant benefits to the end-user company
and its employees. Here is just a sampling of what I found to be noteworthy capabilities per a recent demo of
Expertus’ customizable, web-based, social learning platform:
• The ability to consolidate learning information from what may be multiple legacy systems into one
portal to view:
« All mandatory company training programs along with due dates, a brief description and time required,
and a click-of-a-button launch of a selected training program
« Recommended learning and ratings by peers who have already taken programs. Imagine the value of
this, for example, to a salesperson who has to quickly learn about a new product for an upcoming meeting
with a prospect
« The latest blog on topics related to specific interest areas or job functions
• The ability to obtain insights from and ask questions of peers via a chat feature within the portal
• The ability to access subject matter experts 24 x 7 – via the portal – for assistance when new learning
programs are launched and a question arises. Imagine…no more needing to determine who to email or
call and then waiting for a response, or getting caught in an IVR menu jungle
• The ability to link training to talent management and create career paths and development plans, etc.
Need tangible proof of the value of learning 2.0 portals? One Expertus client achieved in four months a 388
percent increase in course registration volume, a 178 percent increase in new courses offered, and an increase
of 123 percent for new learner registrations.
Of course there are many learning 2.0 portal providers in today’s marketplace, including Norway-based
Edvantage Group which just yesterday announced a contract to provide a learning portal for MOT. MOT
is an educational organization working with young people in Norway and South Africa to improve school
environments via social learning methods such as peer-to-peer communication, exercises, stories, role playing
and dialogues with other young people.
A word of advice here to buyers. If/when you decide to implement a learning 2.0 portal, don’t pick a provider
based solely on its technology offering, as technology is only as good as it is used. You’ll want a provider that
can teach you how to or manage for you: 1) putting all the different learning environments, curricula and social
networking functionality into the portal; 2) ensuring that content is continually updated; and 3) communicating
the value of the portal throughout the enterprise, and conducting virtual learning demonstrations on how to
use and best leverage the portal.
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35. You’ll also want to make decisions on other portal-based aspects such as whether you want to provide all
employees with unlimited access to learning or add in certain restrictions, whether all courses will be free or
some will be fee-based, etc. A savvy learning provider can guide you through these types of decisions and build
them into the system for you, as required.
Have you implemented a learning 2.0 portal? If so, I’d very much like to hear comments on your experiences,
what worked well, what didn’t, what challenges you encountered, how the portal has been received by your
employee base, the value you’ve achieved to date, etc.
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36. May 21, 2010
People on the Move
Financial
San Jose-based Intacct Corp. named Larry Blair vice president of professional services. He
was president of Riveli Consulting, and before that led global sales operations for Mercury
Interactive Corp. He also worked for a number of companies, including
DigitalThink Inc. and Nortel Networks Inc.
Palo Alto-based Stanford Federal Credit Union named Joan Opp president and
CEO, and said incumbent John R. Davis is retiring after 14 years with the credit
union. Opp brings 15 years of executive-level management and accounting
experience to Stanford CU. Since 2002 she was CFO at Texas Trust Credit Union.
Before that she was a partner with the CPA Firm of Clifton Gunderson LLP.
Sensiba San Filippo LLP promoted Jeffrey Stark, Kevin Strain and Stephanie Tsiagkas to partner.
Stark and Tsiagkas will be based in the firm’s San Jose office, while Strain will be based in
the firm’s San Mateo office. Stark specializes in serving venture-backed technology companies and assisting
with industry-relevant issues including revenue recognition, equity and stock option accounting and financial
reporting. Prior to joining Sensiba San Filippo, he was president and co-founder of Ignyte Technology, Inc.
Tsiagkas manages audit and financial reporting engagements, primarily for venture-backed technology and
venture capital firms.
Honors awards
The Bay Area Council of the Boy Scouts of America named Alan Olsen, managing partner of
Greenstein, Rogoff, Olsen Co. LLP in Fremont, businessman of the year. Olsen has served
in the Bay Area Council where he is a cub master and chairs the annual “Friends of Scouting”
fundraising campaign.
Learnings
Mountain View-based Expertus Inc. named Jim Hanlin vice president of content
strategies solutions. He was formerly COO of Training Industry Inc., and he
has also been an educator. The company also named John Schneble product
director of technology solutions. Schneble joined Expertus in 2007 as a director
of strategic accounts and has more than 17 years of experience in the learning
and technology fields, previously working with organizations such as Global
Knowledge and Productivity Point International.
page

37. Legal
Fenwick West LLP said Jeffrey M. Bloom has joined as partner and will lead the Investment
Fund Formation Practice in the firm’s Mountain View office. He joins from Capital Dynamics, an
asset management firm focused on private equity. He was also CFO for Storm Ventures and was
a partner with Wilson Sonsini Goodrich Rosati. He began his legal career as a tax attorney in
New York at Paul, Weiss, Rifkind,
Wharton Garrison LLP.
Online
Palo Alto-based Imvu Inc. named David Fleck vice president of marketing. The company said
he is a 23-year technology industry veteran. He was formerly VP of marketing and business
development at Linden Lab’s Second Life, and also worked at companies that include Openwave
Systems Inc.
Campbell-based Move Inc. named Dan Mohler vice president of advertising sales. Most recently,
Mohler was VP of sales at Comcast Interactive Media.
Realty
Coldwell Banker Residential Brokerage said John F. Major joined the company as a sales associate
in its North Los Gatos office. Major formerly worked at Netflix Inc. as a marketing representative.
Staffing
Milpitas-based Lighthouse Management Group Inc. has added A.J. Thomas to its business
development unit. She was most recently with Iron Mountain Inc. where she was responsible
for managing North American human resources operations and initiatives. She also operates a
nonprofit, Entre Worldwide, which mentors young entrepreneurs in underprivileged areas.
Technology
San Jose-based Symmetricom Inc. named Juan Dewar executive vice president, worldwide sales
and services. Most recently he was vice president, worldwide sales at WildCharge
Inc., and also worked at companies that include Sun Microsystems Inc.
Fremont-based Accell Corp. named Anders Peterson vice president of sales for
North America, K.Y. Tsai vice president of marketing, and Steven Affonso director
of channel sales. In addition to his role as vice president of sales for Accell’s parent
company, BizLink, Peterson will oversee the North American sales and business
development for Accell. While remaining VP of marketing for BizLink, Tsai joins
Accell to oversee the companies’ marketing and product development efforts.
page

38. Virtualization
Menlo Park-based Pano Logic Inc. named James Buzzard vice president, product marketing. Buzzard has
held posts at companies that include IBM Corp., where he managed marketing and solution portfolios for its
worldwide health care, pharmaceuticals and life sciences division.
AppSense Inc. named David Roussain vice president of business development. The company, which has
operations in New York and Palo Alto, said he has more than 25 years of experience in marketing and business
development. Most recently he was group vice president at Citrix Systems Inc., and he also worked for
companies that include Hewlett-Packard Co.
page

39. **The press release ran on Yahoo! Finance
for the United States.
June 9, 2010
New ExpertusONE Social Learning Platform Launches as Game-Changing Solution
That Unifies All Enterprise Training
Analysts Tout ExpertusONE as Answer to Longstanding Challenges in Enterprise Learning With a New Paradigm
in Learning Technology
Expertus (www.expertus.com), a global provider of products and services that optimize the business impact
of learning, today announced the launch of ExpertusONE™ (http://www.expertus.com/capabilities/Learning-
Solutions/ExpertusONE-Social-Learning-Platform), a revolutionary new social learning platform that brings
together formal, informal, and collaborative learning for all audiences across the enterprise -- employees,
customers and channel partners.
“ExpertusONE represents a new breed of corporate training platforms,” said Josh Bersin, president of Bersin
Associates, the leading analyst and advisory firm in enterprise learning and talent management. “ExpertusONE
integrates the world of formal learning management systems (LMS) with a complete and open solution for
many of the modern features needed in today’s informal learning environment, including document sharing,
ranking and rating of content, federated search, relevance and topic sorting, notification of content changes
and more.”
Working in collaboration with Fortune 500 companies, analysts and industry leaders, Expertus built
ExpertusONE to be a social learning platform that addresses the greatest challenges facing enterprise learning,
including global learning audiences, disparate learning technologies and legacy learning systems that lack
relevance.
ExpertusONE tackles these challenges in three simple ways:
1. ExpertusONE is a comprehensive one-stop platform that brings together formal, informal and
collaborative learning into a single, highly accessible and intuitive interface.
2. ExpertusONE provides learners, throughout the enterprise and extended enterprise, with a just-in-
time resource to support ALL learning and performance needs.
3. ExpertusONE’s Web 2.0 technology is scalable and adaptable enough to integrate legacy systems
throughout the enterprise, including multiple LMSs, CRMs, CMSs, and various HR and talent systems.
The result is ExpertusONE, delivering sustainable competitive advantage by helping organizations leverage
the collective expertise of their extended enterprise, build deeper connections with customers and channel
partners, and facilitate meaningful collaboration. The Web 2.0 technology creates a dynamic user experience
that is personalized to the individual learner and how they work. Learn more at http://www.expertus.com/
capabilities/Learning-Solutions/ExpertusONE-Social-Learning-Platform.
“With more than a decade of insight into the evolution of the learning technology market, we created
ExpertusONE to bring a game-changer to the marketplace,” said Ramesh Ramani, founder and CEO of Expertus
(www.expertus.com). “ExpertusONE swiftly addresses the nagging challenges that have been costing
page

40. organizations significant amounts of time, money and frustration over the years, and can build sustainability
within a business by changing the learning paradigm.”
For information on Expertus or ExpertusONE, please visit www.expertus.com or call John Schneble at
704.604.8150.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions. Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.
expertus.com, or call toll-free (877) 827-8160.
page 0

41. June 15, 2010
New Products: WEB 2.0: Integrating Social Learning
Expertus, a global provider of products and services that optimize the business impact of learning, has
launched ExpertusOne, a social learning platform that brings together formal, informal, and collaborative
learning for all audiences across the enterprise: employees, customers and channel partners.
Working in collaboration with Fortune 500 companies, analysts and industry leaders, ExpertusOne is a social
learning platform that addresses the greatest challenges facing enterprise learning, including global learning
audiences, disparate learning technologies and legacy learning systems that lack relevance.
It tackles these challenges in three simple ways:
1. It is a comprehensive one-stop platform that brings together formal, informal and collaborative
learning into a single, highly accessible and intuitive interface.
2. It provides learners, throughout the enterprise and extended enterprise, with a just-in-time resource
to support ALL learning and performance needs.
3. Its Web 2.0 technology is scalable and adaptable enough to integrate legacy systems throughout the
enterprise, including multiple LMSs, CRMs, CMSs, and various HR and talent systems.
For more information, visit the Website www.expertus.com.
page 1

42. June 21, 2010
News and Views On Real-Time Unified Communications
News in Brief
E-Learning company Expertus announced the launch of ExpertusONE, a new social learning platform
that brings together formal, informal, and collaborative learning for all audiences across the enterprise
– employees, customers and channel partners. ExpertusONE offers customized learning environments that
include communities of practice, expert networks, mentoring, personalized development plans, training
catalogs, course ratings, and instructional materials.
Here’s what Alan thinks: It takes some chutzpah to introduce a new Learning Management System (LMS) in
2010, after a time of industry consolidation and buyer confusion. But what Expertus has here is a cloud-based,
state-of-the-art LMS without the legacy issues faced by competitors like Saba, Plateau, SumTotal, and others.
I like the looks of how it integrates with existing LMS platforms to provide new social media capabilities not
present in some of the other platforms – and I also like the hosted services approach.
RHUB Communications intro’d TurboMeeting 4.2, the company’s flagship collaboration appliance software. The
web conferencing appliance features include multipoint camera capability (for both PC and Mac), allowing a
web conference host to enhance the connection between participants by displaying webcam images of up to
four attendees at once. The new version also includes complete Outlook integration, a High Availability Backup
option for mission-critical collaboration sessions, seminar registration (for capturing attendee contact info prior
to the beginning of any seminar), seminar polling, and advanced LDAP directory integration. The company also
added three appliances targeted at the mid- sized enterprise and increased the capacity of enterprise-level
offerings.
Wainhouse Research is running its annual Unified Communications survey, which asks about how your
organization has deployed its unified communications and collaboration solution. Completing the survey
should take between 5 - 8 minutes. Everyone completing the survey will be entered into a drawing for TEN $50
amazon.com gift certificates to be awarded separately, and will be emailed an invitation to download selected
highlights of the survey results. IF you are an end user of unified communications solutions and would like to
participate, take the survey here.
Emblaze-VCON, while struggling in North America, has added Dynamic Communications as a distributor for
South Africa (the country that is so much in the news these days). In an unrelated announcement Emblaze-
VCON was selected for a large project with China Trancomm Technologies, a Chinese governmental company
dealing with transportation.
Wainhouse Research co-founder Marc Beattie was recently part of a panel discussion on collaboration on
Bloomberg BusinessWeek. Check it out.
page 2

43. Put Leadership Training on the Front Burner | Lynn Taylor
July 30, 2010
The recession prompted corporations to cut leadership programs, and the deficiency will show up—in their
bottom lines
When organizations worldwide took belt-tightening measures after the recession officially began in December
2007, training in general was on the chopping block—and along with it went leadership training. In a 2008
study conducted by learning service firm Expertus, 48 percent of the 84 corporate and government training
professionals surveyed reported they were slashing their 2009 training budgets. That was up from 41 percent
the previous year.
As the recession progressed, organizations continued cutting these programs. A 2009 article in The National
Law Journal noted: “Leadership consultants said that firms are reducing leadership training, scaling back earlier
training commitments.”
Now that the economy is showing signs of strength, it’s time to bring back leadership training.
KEEPING WEEDS IN CHECK
A protracted lack of training is much like a neglected garden; ultimately, weeds stifle and choke organizational
growth. Over the past three years, job insecurity and economic uncertainty have dampened morale. Add to
that the lack of leadership training and cohesive guidance from top management, and you have a double drain
on productivity.
During lean times, managers have been in crisis mode, not taking the time to motivate or follow the corporate
vision, but rather maintaining the status quo instead. People skills have fallen to last place on the priority list,
and the company vision broadcast in 2006 is stated nowhere but on some dusty rolled-up poster.
Now imagine how a new leadership training program, even a modest one, can provide much-needed
manicuring to the untended garden. Your chief executive—the landscape architect—should initiate the effort
via a vision of growth and innovation and ultimately, greater profits.
WHEN RESULTS CAN BE IMMEDIATE
Organizations may have cut funds for training, but they may not be able to afford putting it off forever. Perhaps
the myth still exists that leadership training is a costly, time-consuming measure with only long-term gain—
when in fact, relatively low-cost measures can reap immediate results.
For example, you could give a one-day workshop on strategic growth initiatives, motivating staff through
enhanced communications or improving skills for virtual-team leadership. Sure, this will mean time spent
planning the workshop and perhaps money invested in hiring an outside facilitator, but it could contribute to
the bottom line in hours. A motivated salesperson, invigorated by a sales manager’s genuine public praise one
morning, can easily precipitate a sales spike that afternoon.
Other good subject matter for leadership training sessions includes: implementing career pathing for
page

44. employees; setting objectives and expectations and monitoring them among staff; delegating tasks to others;
team building and creating a sense of community; mentoring and helping teams maximize their potential; and
establishing alignment with business and personal goals.
These days, businesses have a segment of employees inspired to work only because they want to keep their
jobs. But as employment improves, survival won’t be enough to compel them to leap out of bed in the
morning.
A KEY TO INVIGORATING EMPLOYEES
Leaders must know how to motivate their teams to work for mutual success and the larger success of the
company. Even with the economy still faltering, more progressive companies are considering restarting
leadership training. They recognize it as a wise investment in creating an invigorated workforce.
Researchers from Harvard and McGill universities carried out a six-year global study of companies that sought
improved working conditions at all levels of their business and managed to be profitable at the same time.
The researchers found that these companies—ranging in size from small outfits of 27 employees to Fortune 50
corporations of 126,000—knew how to support leadership at every level and how to listen to employees.
One company, Costco, found that developing the skills and talent of its employees helped recruitment and
improved the long-term quality of management.
Managers must include interpersonal intelligence in their leadership tool kit. They must demonstrate that they
are trustworthy and transparent. In numerous studies conducted by our own firm, the “trust gap” between the
boss and employee is clearly evident. But the trust gap can be reset.
You can initiate the charge for leadership training in your company. Components of such a program may
include the following:
• Connecting with staff. Managers need good communication and emotional-intelligence skills—sensitivity to
people’s feelings and the ability to work through those feelings. Whereas many managers will do anything to
avoid conflict, emotionally intelligent ones thrive on confronting situations and resolving them.
• Making managers better coaches and mentors. Leaders should be trained by senior management and HR on
how to guide employees in their career development. Managers should carefully review policy manuals and
uphold expected “good character” standards and serve as role models for other employees. That also means
being open to suggestions and genuinely appreciating diverse opinions.
• Listening and giving feedback. When designing a training program, solicit managerial input as much as
possible. Ask frontline employees for their insights on what kind of corporate learning would make the
company more competitive, for example. Customer-facing employees possess a treasure trove of data that
is rarely mined sufficiently. If a client expresses interest in a modification to a product or service—but your
representative feels like a cog in a wheel who is too junior to act on such “high level” input—it can mean lost
revenue opportunities. In one study our firm commissioned, 93 percent of employees said that job satisfaction
improves when managers are receptive to new ideas and approaches.
• Having a clear vision. Make sure leaders understand the corporate vision and can enlighten employees
about it. If the company wants to focus on its hometown roots instead of its global capabilities, for example,
leadership training should outline that plan. If the company’s mission is stated clearly and often, it will help
guide employees in their thinking and create a sense of purpose.
page

45. • Understanding how parts make up the whole. Leaders need to learn how to communicate the company’s
big ideas and objectives to workers and to commend individuals for their contributions toward goals. For
example, a manager might say, “Your data mining project is really helping to increase sales, because we
can now target users with advertising better than ever before.” By keeping employees in the loop, leaders
constantly uplift and engage staff.
Companies that weed out bad practices and nourish new leaders will see renewed growth, yielding a
flourishing landscape of profits.
page

46. August 9, 2010
ExpertusONE Social Learning Platform Solves Issues With Irrelevant, Hard-to-Access
Channel Partner Training for Major Software Company
Global software companies are increasingly reliant on a network of partners to sell their products, so revenues
and profits deeply depend on resellers’ collective product knowledge and sales skills. However, a common
challenge for learning organizations is finding effective ways to provide relevant, accessible information to this
critical set of learners. Expertus, a global provider of products and services that optimize the business impact
of learning, recently announced the launch of ExpertusONE to help address this issue.
ExpertusONE (www.expertusone.com (http://www.expertusone.com) ) is a revolutionary new social learning
platform that brings together formal, informal and collaborative learning for all audiences across the enterprise
-- employees, customers and channel partners.
A well-trained channel partner sales force has numerous potential benefits, including increased training
revenue, product sales, and up-selling and cross-selling; reduced support costs, channel salesperson turnover,
and cost of sales; improved time-to-market, win ratios, and customer loyalty; and shortened sales cycles.
“A traditional LMS cannot support the fast-paced needs of a channel sales force, and just-in-time learning is
the only way to keep the extended enterprise educated,” said Ramesh Ramani, founder and CEO of Expertus.
“ExpertusONE answers the call, offering a learning ecosystem where relevant information can be organized and
dramatically presented to learners based on their needs, maximizing relevance and usability.”
A multinational software organization was an early adopter of ExpertusONE, and even helped in its
development. A full case study has just been published here: http://www.expertus.com/Results/Case-Files/
Social-Learning-Ecosystem-Strengthens-Software-Reseller-Relationships (http://www.expertus.com/Results/
Case-Files/Social-Learning-Ecosystem-Strengthens-Software-Reseller-Relationships) .
The organization partnered with Expertus to create a single, engaging learner experience for its more than
3,000 channel partners, but it couldn’t be one-size-fits-all. Its distributors and resellers generate software
revenue on every continent in the world and the new platform had to account for major variations in language,
product-focus, region and industry. Their criteria included:
1. Support a diverse, global audience with content delivered in 13 regional views and 10 localized languages.
2. Integrate training offered through four unrelated enterprise systems into one centralized learning
environment.
3. Provide on-demand 24/7 worldwide access to virtual training and e- learning content that could be accessed
regardless of bandwidth constraints, both within a reseller environment and in the various countries in which
they operate.
4. Incorporate meaningful social elements, such as interactive course ratings and comment capabilities, so
resellers could share opinions and collaborate with other channel partners.
5. Ability to automatically assign learning paths to resellers based on the role, geography, industry vertical and
product authorization. Since the resellers’ roles changed quickly or in many cases had “matrixed” roles, this
plan had to be dynamically calculated and displayed. page

47. Despite an aggressive timeline, Expertus delivered a flexible and scalable global reseller environment. The
customer is now able to globally share critical new product information and personalized training plans content
-- quickly and easily -- all under one platform. Most importantly, the time it takes to roll out new training has
decreased by 30-40 percent.
In addition, usage statistics indicate a growing reseller reliance on the new platform as a central learning
resource. Within one year after the launch of ExpertusONE, the organization experienced:
“We ended with an innovative solution that transformed how our channel partners learn in a very short
amount of time,” said a senior manager with the company. “ExpertusONE brings together learners into a single
ecosystem and delivers a knowledgeable sales force -- that’s no easy feat.”
To learn more about Expertus or ExpertusONE, please visit www.expertus.com (http://www.expertus.com) or
call John Schneble at 704.604.8150.
About Expertus
Expertus is the leading global provider of software and services that optimize the business impact of learning. For more than a
decade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies that
transform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,
ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,
customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and
technology-rich solutions.
Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,
or call toll-free 1-877-827-8160.
page

48. August 9, 2010
ExpertusONE Social Learning Platform Solves Issues With Irrelevant, Hard-to-Access
Channel Partner Training for Major Software Company
Global software companies are increasingly reliant on a network of partners to sell their products, so revenues
and profits deeply depend on resellers’ collective product knowledge and sales skills. However, a common
challenge for learning organizations is finding effective ways to provide relevant, accessible information to this
critical set of learners. Expertus, a global provider of products and services that optimize the business impact
of learning, recently announced the launch of ExpertusONE to help address this issue.
ExpertusONE (www.expertusone.com (http://www.expertusone.com) ) is a revolutionary new social learning
platform that brings together formal, informal and collaborative learning for all audiences across the enterprise
-- employees, customers and channel partners.
A well-trained channel partner sales force has numerous potential benefits, including increased training
revenue, product sales, and up-selling and cross-selling; reduced support costs, channel salesperson turnover,
and cost of sales; improved time-to-market, win ratios, and customer loyalty; and shortened sales cycles.
“A traditional LMS cannot support the fast-paced needs of a channel sales force, and just-in-time learning is
the only way to keep the extended enterprise educated,” said Ramesh Ramani, founder and CEO of Expertus.
“ExpertusONE answers the call, offering a learning ecosystem where relevant information can be organized and
dramatically presented to learners based on their needs, maximizing relevance and usability.”
A multinational software organization was an early adopter of ExpertusONE, and even helped in its
development. A full case study has just been published here: http://www.expertus.com/Results/Case-Files/
Social-Learning-Ecosystem-Strengthens-Software-Reseller-Relationships (http://www.expertus.com/Results/
Case-Files/Social-Learning-Ecosystem-Strengthens-Software-Reseller-Relationships) .
The organization partnered with Expertus to create a single, engaging learner experience for its more than
3,000 channel partners, but it couldn’t be one-size-fits-all. Its distributors and resellers generate software
revenue on every continent in the world and the new platform had to account for major variations in language,
product-focus, region and industry. Their criteria included:
1. Support a diverse, global audience with content delivered in 13 regional views and 10 localized languages.
2. Integrate training offered through four unrelated enterprise systems into one centralized learning
environment.
3. Provide on-demand 24/7 worldwide access to virtual training and e- learning content that could be accessed
regardless of bandwidth constraints, both within a reseller environment and in the various countries in which
they operate.
4. Incorporate meaningful social elements, such as interactive course ratings and comment capabilities, so
resellers could share opinions and collaborate with other channel partners. page

49. 5. Ability to automatically assign learning paths to resellers based on the role, geography, industry vertical and
product authorization. Since the resellers’ roles changed quickly or in many cases had “matrixed” roles, this
plan had to be dynamically calculated and displayed.
Despite an aggressive timeline, Expertus delivered a flexible and scalable global reseller environment. The
customer is now able to globally share critical new product information and personalized training plans content
-- quickly and easily -- all under one platform. Most importantly, the time it takes to roll out new training has
decreased by 30-40 percent.
In addition, usage statistics indicate a growing reseller reliance on the new platform as a central learning
resource. Within one year after the launch of ExpertusONE, the organization experienced:
“We ended with an innovative solution that transformed how our channel partners learn in a very short
amount of time,” said a senior manager with the company. “ExpertusONE brings together learners into a single
ecosystem and delivers a knowledgeable sales force -- that’s no easy feat.”
To learn more about Expertus or ExpertusONE, please visit www.expertus.com (http://www.expertus.com) or
call John Schneble at 704.604.8150.
About Expertus
Expertus is the leading global provider of software and services that optimize the business impact of learning. For more than a
decade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies that
transform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,
ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,
customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and
technology-rich solutions.
Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,
or call toll-free 1-877-827-8160.
page

50. September 2, 2010
Expertus Collaborates With Bersin Associates to Unveil First of Four Web-Based
“Reality Checks” for Learning Executives
Free Two-Minute Self Assessments Produce Quick Performance Snapshots and Allow Learning Executives to
Benchmark Their Learning Organizations
Expertus (www.expertus.com ), a global provider of software and services that optimize the business impact
of learning, today announced the launch of Expertus Learning Reality Checks, an innovative series of two-
minute online assessments for corporate learning leaders. The Reality Checks are designed to help training
organizations gauge how they are performing in comparison to other organizations in key areas of learning
management. Available today, the first Reality Check looks at how learning aligns with enterprise business
goals -- a universal challenge among learning executives (http://www.expertus.com/realitycheck/survey.
php?sid=1).
Reality Check results and recommendations are based on findings from The Corporate Learning Factbook,
Bersin Associates’ comprehensive resource that compiles survey results from more than 1,400 learning
organizations of all sizes across a wide variety of industries.
“The Expertus Reality Checks provide practical, immediate feedback to some of the most pressing issues in
corporate learning,” said Josh Bersin, president of Bersin Associates, the leading research and advisory firm
in corporate learning and talent management. “But don’t be fooled by the simplicity of these assessments.
Behind each question is a wealth of industry-wide research data and analysis.”
Each Reality Check is comprised of three simple steps:
1. Answer six simple questions at the Reality Check website: http://www.expertus.com/realitycheck/
survey.php?sid=1
2. Submit your name and email address to instantly see your performance snapshot. The results include
quick interpretations, relevant benchmark scores, and key “next step” questions to consider.
3. For those interested in discussing results further or getting more detailed recommendations,
participants can request a free consultation with an Expertus Learning Consultant.
“We designed Expertus Reality Checks in collaboration with Bersin Associates because both organizations are
committed to understanding the corporate learning landscape, and adding value by addressing gaps caused by
technical and operational issues,” said Ramesh Ramani, founder and CEO of Expertus (www.expertus.com ).
“In the same way that our Learning Executive Think Tanks help training executives examine hot-button topics,
our online assessments share insights and expertise that are relevant and useful in today’s corporate learning
environment.”
Coming soon, the next three Reality Checks will focus on blended learning, social learning, and learning
portals. For information on these topics in the meantime, visit www.trainingefficiency.com for a library of
survey results, white papers, Learning Executive Think Tank summaries and much more.
page 0

51. Expertus and Bersin Associates have worked together in the past to bring valuable and unique resources
to the marketplace. In 2008, the two organizations introduced the Training Efficiency Assessment, a ground-
breaking online assessment tool that has set the standard in measuring training efficiency. In the last two
years, hundreds of learning leaders have used this tool to get detailed recommendations for improvement. To
participate, visit http://www.trainingefficiency.com/assess-your-efficiency.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of software and services that optimize the business impact of learning. For more than a
decade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies that
transform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,
ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,
customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and
technology-rich solutions.
Recently released, ExpertusONE is a social learning platform receiving praise from industry analysts and learning leaders. Based on
years of client interaction and hands-on experience in developing enterprise-class learning strategies and technology-rich solutions,
ExpertusONE is a revolutionary new approach that brings together formal, informal and collaborative learning in a way that’s
customized for each learning audience -- employees, customers and channel partners.
Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,
or call toll-free 1-877-827-8160.
page 1

52. September 2, 2010
Expertus Collaborates With Bersin Associates to Unveil First of Four Web-Based
“Reality Checks” for Learning
Free Two-Minute Self Assessments Produce Quick Performance Snapshots and Allow Learning Executives to
Benchmark Their Learning Organizations
Expertus (www.expertus.com ), a global provider of software and services that optimize the business impact
of learning, today announced the launch of Expertus Learning Reality Checks, an innovative series of two-
minute online assessments for corporate learning leaders. The Reality Checks are designed to help training
organizations gauge how they are performing in comparison to other organizations in key areas of learning
management. Available today, the first Reality Check looks at how learning aligns with enterprise business
goals -- a universal challenge among learning executives (http://www.expertus.com/realitycheck/survey.
php?sid=1).
Reality Check results and recommendations are based on findings from The Corporate Learning Factbook,
Bersin Associates’ comprehensive resource that compiles survey results from more than 1,400 learning
organizations of all sizes across a wide variety of industries.
“The Expertus Reality Checks provide practical, immediate feedback to some of the most pressing issues in
corporate learning,” said Josh Bersin, president of Bersin Associates, the leading research and advisory firm
in corporate learning and talent management. “But don’t be fooled by the simplicity of these assessments.
Behind each question is a wealth of industry-wide research data and analysis.”
Each Reality Check is comprised of three simple steps:
1. Answer six simple questions at the Reality Check website: http://www.expertus.com/realitycheck/
survey.php?sid=1
2. Submit your name and email address to instantly see your performance snapshot. The results include
quick interpretations, relevant benchmark scores, and key “next step” questions to consider.
3. For those interested in discussing results further or getting more detailed recommendations,
participants can request a free consultation with an Expertus Learning Consultant.
“We designed Expertus Reality Checks in collaboration with Bersin Associates because both organizations are
committed to understanding the corporate learning landscape, and adding value by addressing gaps caused by
technical and operational issues,” said Ramesh Ramani, founder and CEO of Expertus (www.expertus.com ).
“In the same way that our Learning Executive Think Tanks help training executives examine hot-button topics,
our online assessments share insights and expertise that are relevant and useful in today’s corporate learning
environment.”
Coming soon, the next three Reality Checks will focus on blended learning, social learning, and learning
portals. For information on these topics in the meantime, visit www.trainingefficiency.com for a library of
survey results, white papers, Learning Executive Think Tank summaries and much more.
page 2

53. Expertus and Bersin Associates have worked together in the past to bring valuable and unique resources
to the marketplace. In 2008, the two organizations introduced the Training Efficiency Assessment, a ground-
breaking online assessment tool that has set the standard in measuring training efficiency. In the last two
years, hundreds of learning leaders have used this tool to get detailed recommendations for improvement. To
participate, visit http://www.trainingefficiency.com/assess-your-efficiency.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of software and services that optimize the business impact of learning. For more than a
decade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies that
transform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,
ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,
customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and
technology-rich solutions.
Recently released, ExpertusONE is a social learning platform receiving praise from industry analysts and learning leaders. Based on
years of client interaction and hands-on experience in developing enterprise-class learning strategies and technology-rich solutions,
ExpertusONE is a revolutionary new approach that brings together formal, informal and collaborative learning in a way that’s
customized for each learning audience -- employees, customers and channel partners.
Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,
or call toll-free 1-877-827-8160.
page

54. September 15, 2010
3 Major Trends in Learning Technology Implementation
According to the latest report released by the Learning Executive Think Tank (sponsored by IDC and Expertus),
the IT Training industry is experiencing a “seismic shift away from traditional training methods.” In the face
of such dynamic shifts, SAP Education continues to innovate and adapt to the changing demands of the
marketplace as we strive to create a flexible, user-centric training experience. Learn more about the trends
that are currently shaping the IT Training market and what our customers are demanding.
page

55. **The press release ran on Yahoo! Finance
for the United States.
September 15, 2010
Global Software Giant Taps ExpertusONE for Impactful, Innovative Virtual
Instructor-Led Events
For a learning organization, the world of successful virtual ILT can be a beautiful destination as long as
landmines are avoided along the way. Increasingly more learning leaders are embracing the promise of virtual
ILT based on its potential effectiveness and deep cost savings over traditional ILT. With the right road map,
it’s a literal goldmine. However, the key is to find the right tour guide who can rise above virtual ILT’s inherent
weaknesses.
A worldwide software organization recently selected Expertus to build a global virtual ILT program that would
prepare their sales force for new product rollouts and help avoid the pitfalls of similar training programs. The
platform required a savvy architecture as it aimed to educate highly technical sales architects who require
quality technology-based programs. ExpertusONE(TM) was used to host live events around the globe and offer
many engaging elements, including live chat with international subject matter experts, hands-on labs, virtual
classrooms, online proctors, tech support and much more.
The benefits of a well-executed virtual ILT program are enormous:
-- Incredible cost savings. The company is primed to save up to $5 million by drastically cutting worldwide
travel and event budgets because of virtual offerings that still deliver results.
-- Wider reach of training programs. ExpertusONE will allow the organization to reach the far corners of the
earth with training programs. With even a couple weeks of virtual ILT per year, relevant programs can be
accessible around the world to employees and the extended enterprise.
But ExpertusONE takes virtual ILT to another level, addressing its biggest weaknesses. Virtual ILT can be
viewed as a discrete training episode or face difficulty maintaining participant focus and participation. The
ExpertusONE platform averts these issues by providing a comprehensive and engaging online environment that
combines the best of virtual ILT with eLearning, user-generated content, collaboration and virtual facilitation
and proctoring.
“During the shift to virtual ILT, it was important to avoid losing learners and credibility, so ExpertusONE offered
not only a safety net, but an improved ecosystem from traditional ILT,” said Ramesh Ramani, founder and CEO
of Expertus (www.expertus.com). “By shifting dollars and focus from in-person meetings to highly practical
and impactful virtual classrooms, we have removed the hassle and costs of travel, improved productivity in the
workplace, and heightened training adoption.”
In addition to the successful virtual ILT program, Expertus complemented the program with additional services,
including comprehensive marketing programs that promote training opportunities to employees and logistics
support, including invitations, registration and employee progress reports.
Expertus (www.expertus.com), a global provider of software and services that optimize the business impact
of learning, recently announced the launch of ExpertusONE (http://www.expertus.com/capabilities/Learning-
Solutions/ExpertusONE-Social-Learing-Platform), page

56. a revolutionary new social learning platform that brings together formal, informal, and collaborative learning
for all audiences across the enterprise -- employees, customers and channel partners.
For information on Expertus or ExpertusONE, please visit www.expertus.com or call John Schneble at
704.604.8150.
About Expertus
Expertus is the leading global provider of software and services that optimize the business impact of learning. For more than a
decade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies that
transform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco,
ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees,
customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and
technology-rich solutions.
Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,
or call toll-free 1-877-827-8160.
page

57. **The press release ran on Yahoo! Finance
for the United States.
September 21, 2010
Expertus Named Among “Top 20 Learning Portal Companies”
Training Industry, Inc. Publishes First-Time List Based on Growing Demand for Portal Technology
Expertus (www.expertus.com), a global provider of software and services that optimize the business impact
of learning, today announced that it has been named one of Training Industry, Inc.’s “Top 20 Learning Portal
Companies” for the list’s inaugural year. Expertus has also been recognized for the last four consecutive years
in their “Top 20 Companies in the Training Outsourcing Industry” list. The “Top 20” lists are compiled by
Training Industry, Inc. to assist buy-side organizations in their searches for the right training partners.
“Portal technology is at the heart of our flagship product, ExpertusONE™, and is a stepping stone for countless
innovations that make global learning effective,” said Ramesh Ramani, founder and CEO of Expertus. “Training
Industry, Inc. is a credible resource for the marketplace, so we are thrilled to be recognized for our leadership
in this realm of learning technology.”
When building a “Top 20” list, Training Industry, Inc. assesses leading companies in the training industry to
determine those best suited for world-class outsourcing engagements. They conduct thorough research to
assess expertise, experience and capabilities and build the list based on the following criteria:
• Breadth of portal capabilities and types of clients served
• Commitment to the corporate training industry
• Industry visibility, innovation and impact
• Number and strength of clients
• Geographic reach
• Company size and growth potential
“Expertus has such a firm grasp on how learning technology can dramatically change the face of an
organization and builds products that transcend traditional boundaries,” said Doug Harward, president and
CEO of Training Industry, Inc. “We were impressed with how Expertus has taken portal technology and elevated
its purpose, creating a comprehensive ecosystem where all learning needs can be met.”
Expertus recently announced the launch of ExpertusONE (http://www.expertusone.com), a revolutionary
new social learning platform that brings together formal, informal and collaborative learning for all audiences
across the enterprise -- employees, customers and channel partners.
To view the Top 20 Learning Portal Companies, visit http://www.trainingindustry.com/learning-technologies/
top-companies-listings/2010/top-20-learning-portal-companies.aspx.
For information on Expertus or ExpertusONE, please visit www.expertus.com or call John Schneble at
704.604.8150.
page

58. About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions.
Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,
or call toll-free 1-877-827-8160.
page

59. September 22, 2010
Expertus Named Among “Top 20 Learning Portal Companies”
Training Industry, Inc. Publishes First-Time List Based on Growing Demand for Portal Technology
Expertus (www.expertus.com), a global provider of software and services that optimize the business impact
of learning, today announced that it has been named one of Training Industry, Inc.’s “Top 20 Learning Portal
Companies” for the list’s inaugural year. Expertus has also been recognized for the last four consecutive years
in their “Top 20 Companies in the Training Outsourcing Industry” list. The “Top 20” lists are compiled by
Training Industry, Inc. to assist buy-side organizations in their searches for the right training partners.
“Portal technology is at the heart of our flagship product, ExpertusONE™, and is a stepping stone for countless
innovations that make global learning effective,” said Ramesh Ramani, founder and CEO of Expertus. “Training
Industry, Inc. is a credible resource for the marketplace, so we are thrilled to be recognized for our leadership
in this realm of learning technology.”
When building a “Top 20” list, Training Industry, Inc. assesses leading companies in the training industry to
determine those best suited for world-class outsourcing engagements. They conduct thorough research to
assess expertise, experience and capabilities and build the list based on the following criteria:
• Breadth of portal capabilities and types of clients served
• Commitment to the corporate training industry
• Industry visibility, innovation and impact
• Number and strength of clients
• Geographic reach
• Company size and growth potential
“Expertus has such a firm grasp on how learning technology can dramatically change the face of an
organization and builds products that transcend traditional boundaries,” said Doug Harward, president and
CEO of Training Industry, Inc. “We were impressed with how Expertus has taken portal technology and elevated
its purpose, creating a comprehensive ecosystem where all learning needs can be met.”
Expertus recently announced the launch of ExpertusONE (http://www.expertusone.com), a revolutionary
new social learning platform that brings together formal, informal and collaborative learning for all audiences
across the enterprise -- employees, customers and channel partners.
To view the Top 20 Learning Portal Companies, visit http://www.trainingindustry.com/learning-technologies/
top-companies-listings/2010/top-20-learning-portal-companies.aspx.
For information on Expertus or ExpertusONE, please visit www.expertus.com or call John Schneble at
704.604.8150.
About Expertus
Expertus is the leading global provider of services that optimize the business impact of learning. For more than a decade, the firm’s
500+ learning management professionals have defined and implemented plans, processes and technologies that transform training
organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP, Cisco, ConocoPhillips,
page

60. EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a million employees, customers and
business partners are educated as a result of Expertus’ innovative business strategies, outsourcing services and technology-rich
solutions.
Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,
or call toll-free 1-877-827-8160.
page 0

61. **The press release ran on Yahoo! Finance
for the United States.
October 6, 2010
Expertus Wins a Coveted Gold “Learning In Practice” Award for Excellence in
Outsourcing
Expertus, a leading provider of software and services that optimize the business impact of learning, recently
submitted a case study for its work with a global oil field services provider and won the GOLD award for
Excellence in Outsourcing at CLO Magazine’s Learning In Practice awards ceremony last Tuesday. Expertus and
the organization collaborated to develop solutions to achieve full compliance of required employee training
and support a growing, global workforce.
Expertus’ client, a Fortune 250 with more than 34,000 global employees and multiple business units,
developed a centralized shared service model that would solve a multitude of learning administration issues.
Together, they developed the processes and infrastructure to successfully handle ongoing LMS support,
including improved training administration and registration, report and logistics management.
In addition, Expertus established the following:
• Key contacts in 16 hard-to-reach countries and a process of identifying non-compliant learners,
delivering the training via CD, and capturing the completions for those who were in these remote areas
with limited internet connectivity.
• A 24/5 support team with processes flexible enough to adapt to the company’s unique needs. This
resulted in a smooth transition where the various learning constituents were able to basically retain
their processes and also benefit from improved support.
• Reports, dashboards and charts that made it simple for country managers to track compliance and push
non-compliant employees to complete their training.
The results of the program were quite successful. Within 60 days, Expertus helped the organization improve
their compliance to a record 99.8 percent. In the first year of the engagement, Expertus successfully:
• Increased the 48-hour help desk ticket resolution to more than 98 percent
• Completed more than 1,200 learner transcript updates
• Created 2,136 new classes
• Completed 1,924 requests and 1,419 inquiries
• Ran 1,687 reports (ad-hoc and specialized)
• Marked completions for 12,397 learners
Although this centralization initiative was not focused on reducing costs, a side benefit was a reduction in the
cost of learning administration of more than 40 percent, combined with an increase in the responsiveness of
learner support.
To learn more about the CLO Learning In Practice awards, visit http://www.clomedia.com/awards/.
For information on Expertus, please visit www.expertus.com or call Mike Murrell at 803-802-9971.
About Expertus
Expertus is the leading global provider of software and services that optimize the business impact of learning. For more than
page 1

62. a decade, the firm’s 500+ learning management professionals have defined and implemented plans, processes and technologies
that transform training organizations -- creating measurable value for the world’s most successful corporations. Clients include ADP,
AstraZeneca, Cisco, ConocoPhillips, EMC, Honeywell and Lockheed Martin. Every day at these and other companies, more than a
million employees, customers and business partners are educated as a result of Expertus’ innovative business strategies, outsourcing
services and technology-rich solutions.
Based in Silicon Valley, Expertus serves its clients from offices in the US, UK and India. For more information, visit www.expertus.com,
or call toll-free 1-877-827-8160.
page 2