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The problem
HSI DoneSafe is a leading SaaS platform provider whose reseller partners (industry experts, consultants and service providers) are required to have in-depth product knowledge to deliver and support their platform effectively. The platform is highly configurable, with 50+ modules and no-code customisation options within each.
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While extensive training content existed, feedback from partners was consistent: the current approach was ad hoc, inconsistent, admin-process centric and lacking in suitable guidance or depth.
Without a clear roadmap, partners struggled to understand the implementation process end-to-end, access the right resources and align with best practices, impacting both implementation efficiency and customer success.
Our solution
Rather than attempt to tackle all 50+ modules at once, we started with a pilot - selecting three standard modules to serve as a blueprint for the rest of the program.
Our approach included:​​
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Collaborative design workshops to map the implementation process, design a learning toolkit, and create a structured learning path.
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Content curation and optimisation- reviewing and updating existing content to minimise new development costs while ensuring relevance and clarity.
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Gap analysis and new collateral development in partnership with subject matter experts to address what was missing.
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A comprehensive toolkit of tools and templates for partners to use at each stage of the implementation process.
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A structured learning path that aligned instructional content with the toolkit, giving partners clear, actionable guidance at every step.
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The result was a scalable framework: a blueprint that could be replicated across all remaining modules.
The outcome
The pilot delivered a fully mapped partner implementation process for the first time, along with identification of 10 process improvement opportunities and a dedicated partner learning hub housing the toolkit and learning path in one accessible location.
Critically, it was delivered cost-effectively by leveraging existing resources and internal subject matter experts.
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"When we came to Learnopolis, we had an overwhelming amount of disjointed, disparate material and no clear starting point. We lacked both the direction and the expertise to develop a sound and logical learning experience. Nicola and Jen stepped in and transformed that chaos into a well-planned, thoughtful, and meaningful end-to-end onboarding journey for our partners. Their guidance, insight, and structured approach made all the difference."
Louise Minty, HSI DoneSafe