Dealer-FX moved to SmarterU LMS with a branded portal and dashboard for each of its clients

With just over two weeks to implement, Dealer-FX moved more than 30,000 users and 70 courses to SmarterU, with a branded portal for each of its clients.

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Dealer-FX course cards in a SmarterU course catalog

30,000+
users imported, with dealerships kept in separate groups
70
courses at launch

About Dealer-FX

Dealer-FX builds service-lane technology for automotive dealerships. Using data integrations and mobile technology, it streamlines processes and communication in dealership service departments and gives consumers a convenient, transparent experience.

The old LMS lacked what Dealer-FX's clients needed

Dealer-FX's previous LMS lacked key features. Above all, the company needed a knowledge base and the ability to customize a portal and dashboard for each customer while delivering the same content and services.

As the contract neared its end, Dealer-FX looked for a system that could take over quickly and add what was missing. Training administrators wanted to track instructor-led training and get better reporting on learner progress, and the knowledge base and document library had to show each customer only its own branded content.

The SmarterU team had just over two weeks to implement the new system and make sure critical data, customer records, and existing branding and customizations transferred smoothly.

What the move included

A sandbox first
Before going live, the Dealer-FX team tested every part of SmarterU in a sandbox system, with SmarterU's Client Success team on daily calls to answer questions.
Branded portals
External branded portals control the branding learners see, with custom dashboards for each Dealer-FX client and one account with single sign-on.
Users kept separate
More than 30,000 users were imported into a group structure that keeps dealerships separate, and learners can enroll themselves in courses and learning plans.
Courses carried over
Existing SCORM and video-based courses moved across. SmarterU launched with 70 courses and room to add instructor-led ones.
A knowledge base by brand
A knowledge base with permission-based access restricted by brand gives each client only its own content.
Reporting and reminders
Client coordinators, instructors and management get customized reports, and the system sends automated, branded emails and reminders.

Inside SmarterU

The Learning Academy course catalog in SmarterU

Project goals
- Replace the old LMS before its contract ended, keeping data, customer records, branding and customizations
- Give each customer a branded portal and dashboard while delivering the same content and services
- Offer a knowledge base and document library that shows each customer only its own branded content
- Track instructor-led training and improve reporting on learner progress
Challenges
- Just over two weeks to implement the new LMS
- Critical data, customer records, branding and customizations all had to transfer from the old system
- A large user base that had to stay separated by dealership

The result

The preparation paid off. The Dealer-FX and SmarterU teams collaborated on a fast deployment, brought in the legacy data, and created custom, branded portals and dashboards for each Dealer-FX client.

What Dealer-FX says

The SmarterU staff were incredibly knowledgeable and easy to work with during the implementation process. They knew exactly how to customize the system so it would work perfectly with our unique training needs. Our Implementation was very organized and efficient.

The SmarterU Academy provided us with all the information we needed to drive us forward quickly and efficiently. The support website is very well organized and can address any questions that may come up while administering the tool.

Carmel Hodgins, Manager, culture & engagement, Dealer-FX