How do you overcome failure in customer success teams? And make sure reps have the necessary knowledge? We asked these questions and more to Lauren Cumming.

Author:
Lulu
PUBLISHED ON:
June 1, 2020
June 26, 2023
PUBLISHED IN:
Knowledge Sharing

Lauren Cumming started the Customer Success (CS) team at Fixflo, a market-leading repair and maintenance management solution for property professionals that’s used by over 1,900 businesses, just over two years ago. In that time, as Head of Customer Success, Lauren has grown the team to seven people, and they’re currently working on low, mid and high-touch playbooks and strategies for handling the company’s diverse customer base.

What is one customer-guiding principle you and your teams try to live by?

One of our guiding principles is to always try and support clients in making better business decisions. In practice, this means challenging customers on their existing processes, teaching them to use the product in ways that extend beyond their original purchasing decision, and advising them of potential tactics or empowering them with information they can use for handling X, Y and Z—even if these challenges are outside the realms of our product.

This stems from Fixflo positioning itself as an industry thought leader and placing emphasis on being effective change managers and advisors to our customers.

How do you onboard and train your reps?

Onboarding of our new teammates has definitely evolved as the number of tools, processes, product complexity and the team itself has grown. It’s definitely a lot more structured than a few years ago. We schedule a mixture of intro sessions around our product, the industry, our customers, our tools/tech and our culture, and assign tasks/demos, product checklists and internal knowledge base readings.

Our main supporting tools for this are Asana and Slite.We aim to give everyone a holistic overview of our business strategy and an understanding of how each team works, rapidly grow product knowledge and ensure that our new starters understand our Customer Success strategy, the projects we are working on and the processes that underpin how our team functions.

Culture is, of course, important too and we always make an effort to include team lunches, buddy lunches and company-wide drinks to make people feel welcome at Fixflo and allow them to connect with people outside of our team.

How do you share best practices with each other?

At the moment, this is most likely to come up during our team stand ups/meetings, where we discuss what is working well or what hasn’t worked well. We do have standard operating procedures/playbooks and processes in place for a lot of what we do, which are stored in Planhat and Slite.

In the scaleup world, things are always, always changing so it's difficult to keep everything updated and document everything but getting knowledge out of each of our heads is definitely something we are working on to reduce business risk, and sharing is caring!

What are your biggest lessons and challenges at the moment?

Right now, I would say scaling the team in the midst of the COVID-19 pandemic. We have maintained a really good momentum this year in line with the strategy that we set out and I’m now hoping that, with a bit of readjustment, we can continue to scale the way we work, whilst maintaining our strong team culture.

I think there is so much uncertainty about the economic impacts of COVID-19 that there is going to be a period of time where we need to learn if our customers' value drivers have changed, how are they currently using Fixflo? do they need to use Fixflo in a different way? etc. and ensure that we adapt to support these changes.

In regards to lessons, I think just a big reinforcement that having a team with high adaptability quotients really makes situations like this a lot easier. Aside from moving to remote working, we have had to implement so many new processes, change the nature of our conversations and change what we were being proactive about pretty quickly, and I think my team has done an amazing job at adapting and supporting our customers at this time.

How do you ensure reps have all the knowledge they need?

If we break down ‘knowledge’ I would categorise it into three different types: industry/domain knowledge, product knowledge and then, of course, general soft and hard skills needed to do one's job.

Industry/domain knowledge: We use an internal knowledge-base tool called Slite to store as much information as we can about all of the different property industries we operate in, including information about personas, regulation & challenges in each. We get customers to do online or onsite AMA’s [ask me anything sessions] so we can learn more about their roles and challenges. Our marketing team is brilliant at creating assets that keep us up to date with industry news/regulation changes.

Product knowledge: This makes up a key part of our onboarding focus as our product is relatively complex and we have over 40 integrations with other tools. Our product team works in two-week sprints which means the product changes very frequently, so we have fortnightly release reviews and weekly pre-sprint sessions so that we can keep on top of what is being built and why. One of our meetings is directly with our Product Owner so we can share challenges and use cases with him to help with alignment, and we use Slite to store relevant internal-facing product information.

General skills: I think this is developed on a more individual level. We have launched personal development plans to form short and long-term growth aspirations and figure out how we can best support each person and grow the skills they want/need to be focusing on. We have launched a CS team book club where we all read a chapter a week (The Customer Success Pioneer by Kellie Lucas is up first) and discuss our thoughts, ideas and actions together, as I think it is important to brainstorm with and learn from your whole team. We also have wider company initiatives such as getting in external consultants for specific skills training.

If you were asked to implement a 'customer success' playlist, where would you begin? And what would you share?

Well, firstly, I would recommend the CSM LDN MeetUp group for monthly face-to-face events (shameless promotion!).

Our free Meetups are hosted by a different company every month, who provide insights into how their CS team works and they usually dig into a specific topic such as ‘Running Effective EBRs’ or ‘Running a High Touch CS Model’. They are also great opportunities to network with other CS professionals and there are usually snacks and drinks to complement the evening too! For me, talking to others about how they do CS and learning about their success and challenges has really helped me personally (I’m a massive extrovert and love connecting with people and talking about CS) and professionally—always useful ideas and takeaways from others.Aside from this, I recommend the ‘Creating Customer Success’ podcast as this is all about storytelling and usually very easy to relate to—sometimes you just want a bit of validation that someone else has the same challenge or has tackled something in a similar way to you! I subscribe to a lot of CS content but, if I’m honest, I find it rare to find an absolute gem article or blog post and take most of them with a grain of salt.

I do like reading interviews of CS leaders though, definitely into the storytelling/personal deep-dive stuff!

How do you share important pieces of information with your customers?

It depends on what this is in relation to and what segment and market the customer operates in. Some of our channels include bulk emails, one-to-one emails, one-to-one calls, bulk webinars, in-product pop-ups/flows, published guides/videos and customer portal updates.

How do you measure and improve the performance of a CS team?

I think this ultimately comes down to data, tech stack and improved processes. You need to be able to measure and track the right data points for KPIs to be effective, so as your data gaps reduce, your KPIs can mature. Empower your team with tools that have clean, centralised data that are integrated with other tools that you use (not an easy task!) and allow for efficiency savings around time-consuming tasks, so your team can repurpose their time to more value-add activities. Always be reviewing and refining your processes and playbooks in line with customer growth, changing expectations, product changes and team growth.

How do you make sure the customer's voice is heard through your entire organisation?

For us, this breaks down into four core components: successes, challenges or failures, product improvement requests and general sentiment. We use a Warmfuzzies slack channel for sharing positive/nice feedback from customers and a CustomerHat channel for sharing new case studies with all teams. It’s important to celebrate customer wins with everyone as they should be thought of as business-wide successes.All customer product requests and enhancements are sent to the CS, sales and product teams as they come in, CSAT & survey scores are reported back to the board and wider business, [we hold] monthly CS/Sales meetings and have spent a lot of time aligning our product and CS teams to help ensure our product is being shaped by and will provide additional value to existing customers.

We have also found that showcasing a successful client implementation/success story and the why behind this versus a failed client story has proven to be effective at helping the wider business put their Fixflo customer hats on about the realities of using and implementing our software.As a business, we understand the importance of listening to our customers, we take their feedback on board (and reply to every single one) and actually use it to drive business decisions from how we sell Fixflo to the language we use in our help guides.

How do you build success plans with clients?

We only do this for specific segments of customers and use the customer portal feature in Planhat (our Customer Success platform) to define goals (which when then track on a quarterly basis), list tasks that need to be completed (on both sides) to reach those goals with dates/assignees and basically try and make it as collaborative as possible.

What are the best engagement strategies?

I think this depends largely on:

  1. The types of customers you have; are they tech savvy or not? Are they office-based or out and about? Do they have lots of other tools in place vying for their attention? etc.
  2. The level of service you are aiming to provide them with, depending on your resources/segmentation/what they have agreed to in their contract.
  3. The outcome you are trying to achieve; is it simply a nice-to-have notification? Are you trying to get the customer to do something really important? Are you trying to re-engage a customer who has gone quiet? Is it a survey? etc.

This is definitely one of those questions where there isn’t really a right or necessarily helpful answer, but I would say that this is an area that needs constant refining as customer needs and expectations change. You may also need to change how you engage with specific customers to be able to scale effectively, e.g. moving them from a mid-touch to a low-touch model.

What productivity hacks do you use daily for managing the way you work/personal development?

  1. Station: A tool for keeping all my tabs/apps in one easy to access place
  2. Chrome and Slack add ons: [such as] Zoom on both, Google Calendar in Slack to update my status automatically, Slack integrates with our core tools like Planhat & Typeform for instant alerts.
  3. Gmail snooze: Such a simple but effective way to manage emails.
  4. Planhat (customer-related tasks/projects), Asana (internal related tasks/projects)
  5. I always write a list of my top goals of the week (and include any I didn’t do the week before) and try and block out appropriate time in the calendar to get them done and tick off as I go.
  6. I don’t look at my phone at all throughout the day.
  7. Break down elephant-sized tasks into bite-sized chunks so you can better prioritise/feel less overwhelmed and feel accomplished quicker.
  8. In regards to personal development, I try and set goals on a monthly basis. For example, listen to two podcasts, catch up with two people face-to-face/online, attend one MeetUp, read three chapters of a book etc.

How do you teach yourself and your team to deal with failure?

I think, for me, failing at something every now and then is inevitable and helps to build up one's resilience and overall professional backbone—you can’t always be top of your game or make the perfect decision. I also want my team to have opportunities that can potentially lead to ‘failure’, as this means they are likely doing something new, and stretching beyond their comfort zone which is important for self-development.

If something hasn’t quite gone to plan (or totally blown up!), it is important to spend time processing this, accepting it and being self-reflective and honest with yourself. I think talking about it always helps and doing a retrospective about what you/they could have done differently or could do to improve, in order to flesh out the constructive learnings from the situation [also helps].As a manager, relating to your team is important, share past mistakes with them and tactics you use.

I can think of a recent example where an email I sent in response to a sensitive situation was not well received by a large customer. After sending it, I knew it was not the right approach and I was very vocal with the team about why I did it (but shouldn’t have) and how I would handle it differently next time round so they could learn from my mistake too! At the end of the day, there is no point in dwelling on what you did wrong or aren’t currently doing great at—move on and create a best practice guide or action plan of what you want to focus on next. Feeling determined to improve in some shape or form should be your ideal outcome of any moment of failure.

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Overview: Based on reviews from learning platform users, Sana Learn is praised for its intuitive interface, easy adoption, engaging interactive content, and AI-powered tools that can speed up content creation and discovery. Customers consistently highlight smooth onboarding, responsive support, and useful integrations with email, calendar, and collaboration tools. However, recurring limitations emerge around content flexibility, AI accuracy, occasional technical glitches, UI quirks, and gaps in admin training, which can create friction as teams scale their learning programs. While Sana Learn works well for organisations seeking fast rollout and straightforward learner engagement, teams needing more customization, reliable AI, and robust integrations may want to explore alternative platforms and see how they compare in practice.




When you're evaluating learning platforms, everyone has an opinion. Vendors have feature pages. Review sites have listicles. And everyone claims to be the best AI-powered LMS on the market.

What nobody tells you is what it's actually like six months in.

Sana Learn (part of Sana Labs), an AI company founded in 2016 in Stockholm, will likely show up early in your research. It's well-funded, well-marketed and has built a genuine reputation in the AI learning space.

But reputation and reality don't always match. And the people best placed to tell you the difference aren't the sales team. They're the L&D leaders, admins and learners who use it every day.

To help you, you’ve analysed 50+ real customer reviews so you don't have to. Not to cherry-pick the bad bits but to find the patterns that will help you make informed decisions. The things that come up again and again once the implementation is done and the day-to-day reality sets in.

Because when you're making a buying decision that affects your entire workforce, what matters isn't which platform has the best copy or demo. It's which one that will help you build and engage your workforce to proactively build the skills your business needs to grow.

Where Sana Learn does well.

One thing becomes clear when you read through the customer reviews: Sana Learn is easy to like.

Users consistently describe the platform as intuitive, clean and simple to pick up. There's very little friction in getting started which, if you've ever tried rolling out a new learning platform to a sceptical workforce, you'll know is no small thing.

That ease extends to implementation. Several reviewers highlight how seamless the setup felt, with teams barely noticing the transition. For organisations without the time or appetite for a heavy rollout, that's a meaningful advantage.

AI is another area where Sana Learn gets genuine praise. Users point to how quickly they can generate content, surface answers and navigate learning materials with AI woven throughout the experience. When it works, it removes friction from the content creation process in a way that L&D teams with limited resources will appreciate.

The learning experience itself also lands well. Interactive modules, clickable elements and embedded content make it easier to engage with topics that would otherwise feel dry. Learners aren't just clicking through slides; they're actually interacting with material.

Put simply: Sana Learn is a platform that's genuinely easy to adopt and easy to engage with. For teams prioritising simplicity and fast time-to-value, that counts for a lot.

What are the limitations of Sana Learn?

Once you move past first impressions, the reviews become more nuanced; and more useful.

A recurring theme is that while Sana Learn is easy to use, it can feel limiting when you try to do more with it.

Several users point to a lack of flexibility in content creation. Editing options are described as restrictive, with one reviewer putting it plainly:

"Tables are a bit clunky and hard to edit… [there's not] much freedom when it comes to text & layout."

Others mention having to rely on external tools to get the output they actually need:

"Many features are unavailable and have to be done outside of the platform using third-party providers."

For L&D teams trying to scale content production or tailor learning experiences more precisely, that's where friction starts to add up.

There's also a subtle but telling critique around product direction. One reviewer notes that the platform sometimes prioritises:

"attention-grabbing features over more basic feature development."

That's the kind of comment that tends to surface when a platform is evolving quickly; but not always in the direction its users need most.

Is Sana Learn's AI reliable?

AI is one of Sana Learn's biggest selling points; but it's also one of its most inconsistent areas.

While some users are impressed by the speed and convenience, others highlight accuracy issues that slow them down rather than speed them up:

"There are times when the AI doesn't fully grasp what I'm asking for…"

"Sometimes the AI suggestions are not fully accurate, and it takes a bit of time to find the exact content I'm looking for."

That tension shows up across multiple reviews. The capability is there; but it's not always reliable enough to trust without sense-checking.

For L&D teams expecting AI to meaningfully reduce manual effort, that gap matters more than it might first appear.

What do Sana Learn users say about technical performance?

Another pattern across the reviews is the presence of ongoing, low-level technical friction. Not catastrophic failures; but enough to interrupt workflows when they matter most.

Users mention occasional platform freezing, performance lags when handling complex content and integration challenges, particularly around APIs. One reviewer sums it up plainly:

"The platform can be a bit glitchy at times…"

Others call out specific integration issues:

"Had some hiccups with [the] Bamboo integration API."

These aren't universal experiences; but they appear frequently enough to be worth factoring in, particularly for organisations running a broader HR and L&D tech stack where reliable integrations aren't optional.


What do Sana Learn users say about the interface?

Interestingly, even though usability is one of Sana Learn's most praised qualities, there are still consistent complaints about specific interface behaviours; particularly once users move beyond everyday tasks.

For example, one reviewer points out a frustrating content creation issue:

"When I'm creating a comment… and then pop over to another window, the comments I started typing disappear."

Others find the home screen experience overwhelming:

"The interface can appear a little overwhelming with all the videos visible when you enter the homescreen."

There are also mentions of difficulty navigating back to in-progress courses, and issues with live learning environments around audio and visual quality.

None of these are deal-breakers on their own. But together they create a sense of inconsistency; where the platform feels smooth in some moments and frustrating in others. For L&D teams managing large learner populations, those friction points tend to get amplified at scale.


What do Sana Learn users say about the learning experience?

Beyond the platform mechanics, some users point to limitations in how learning content is actually delivered.

Quiz functionality comes up more than once, particularly around rigid structures:

"When making a mistake… you have to click through the whole exam before being able to repeat."

Others mention repetitive questions and a lack of depth in supporting materials:

"Example videos are not very detailed enough."

There's also feedback around pacing; specifically that learners can move through content too quickly without meaningful controls in place to slow them down or check understanding along the way.

None of these are headline issues. But for L&D teams where learning effectiveness is the whole point, they're worth knowing about before you buy.


What do Sana Learn admins say about the platform experience?

While learners tend to find Sana Learn straightforward, the experience for admins and L&D teams is less consistently praised.

Some reviewers highlight a lack of guidance when it comes to more advanced features:

"Need more training on available features."

Others point to documentation that doesn't quite hit the mark:

"Videos are usually very short and articles can be text heavy."

This creates a meaningful disconnect. The platform feels simple on the surface; but getting the most out of it as an admin can require significantly more effort than the initial experience suggests. For L&D teams who need to move fast and can't afford a steep learning curve behind the scenes, that's worth factoring into your decision.


Should you be looking at Sana Learn alternatives?

That depends on what you need.

If your priority is fast rollout, strong initial engagement and a clean intuitive interface, Sana Learn clearly delivers. For teams that need something up and running quickly with minimal friction, it's a strong option.

But if you're thinking longer term; about scaling learning, tailoring content more precisely and integrating deeply into your wider HR and L&D tech stack, the limitations that surface across these reviews start to matter a great deal more.

The question isn't whether Sana Learn is a good platform. For many organisations, it is. The question is whether it's the right platform for where your organisation is going; not just where it is today.

Is HowNow a good Sana Learn alternative?

HowNow tends to come up for teams that want more than a clean learning interface.

Reviews give you a strong starting point but they won’t tell you how a platform fits your specific setup.

If you’re weighing up Sana Learn against alternatives, the most useful next step is to see them side by side.

HowNow built around a different idea: that learning shouldn't sit in a separate platform, disconnected from the way people actually work. It should connect everything together; the content, the skills data, the performance context and the tools your teams already use every day.

In practice, that means bringing learning from multiple sources into one centralised place, linking development directly to skills gaps and business performance, and using AI in a way that supports real workflows rather than just speeding up content generation.

But perhaps most importantly, HowNow is designed to scale with you. Not just easy to start; but built to deliver more as your organisation grows, your needs get more complex and your expectations of what good learning looks like get higher.

If the patterns in these reviews resonate with challenges you're already facing, it might be worth seeing it for yourself.

👉 Book a demo here

Sana Learn Reviews: Pros, Cons & What Customers Really Think

Based on 50+ customer reviews, this guide breaks down Sana Learn’s pros, cons, AI capabilities and platform limitations. Discover what real users say about usability, integrations, support and whether it’s the right fit for your L&D strategy.
Comparisons
Apr 10
.
5 min read

Buying a learning platform is a big decision.

You’re comparing features, pricing, integrations, and user experience. But there’s one thing that often gets pushed down the list is security.

It shouldn’t be.

Learning platforms sit on a goldmine of sensitive data e.g. employee records, performance data, personal details. If that data is mishandled, the impact isn’t just technical. It’s reputational, legal, and operational.

So before you get dazzled by a slick demo, it’s worth asking more important questions such as:

Is this platform safe? And can I trust this vendor?

Why security matters when buying a learning platform

Security conversations are often left until the final stages of evaluation.

By then:

  • Data has already been shared
  • Internal stakeholders are invested
  • Walking away feels expensive

That’s how risky decisions get made.

Instead, bring security into the conversation early.

Loop in your InfoSec, IT and data protection teams from the start so they can review vendors alongside you (not play catch-up at the end which is what we often see).

It saves time, avoids friction, and builds confidence internally.

What security certifications should an LMS or LXP have?

There are plenty of badges vendors can display.

Not all of them mean the same thing.

When it comes to learning platform security, there are two certifications that actually matter:

ISO 27001:2022 — The Global Standard

ISO 27001 is a globally recognised information security standard.

It’s a risk-based framework that shows a vendor takes security seriously across their organisation (not just in isolated areas).

But this is where many buyers stop too early.

The certificate alone isn’t enough.

Ask for the Statement of Applicability (SoA).

This document shows:

  • which controls are implemented
  • how risks are managed
  • why specific decisions were made

When reviewing it, pay close attention to:

  • information classification
  • data leakage prevention
  • handling of personally identifiable information (PII)

Learning platforms process large volumes of employee data. If a vendor can’t clearly explain how that data is segmented and protected in their cloud environment, the certification doesn’t mean much.

What to double-check

  • Does the certification cover the whole organisation or just part of it?
  • Is it officially accredited?
  • Is it the vendor’s certification, or are they pointing to their hosting provider (AWS, Azure, etc.)?

If it’s the latter, push back. Hosting infrastructure doesn't mean application security.

Cyber Essentials Plus — Essential for UK-based organisations

If you’re a UK-based company, Cyber Essentials Plus should be your baseline.

Unlike the standard Cyber Essentials (which is self-assessed), the Plus certification includes:

  • independent technical verification
  • hands-on testing
  • real validation of controls

For a learning platform handling sensitive employee data, this provides confidence that the basics are properly secured.

As with ISO 27001, don’t just take it at face value.

Verify it:

Security checklist for evaluating any LMS vendor

Even with the right certifications, you should go further.

Here’s a simple checklist you can use internally or share with your IT team:

Before approving a learning platform, confirm:

  • ISO 27001:2022 certification (with SoA available)
  • Cyber Essentials Plus (if UK-based)
  • SSO support (e.g. Okta, Azure, Google)
  • encryption at rest and in transit
  • data classification and leakage prevention controls
  • penetration testing summaries
  • disaster recovery and business continuity plans
  • incident management and breach response policies
  • data processing agreement (DPA)
  • subprocessor transparency

If a vendor struggles to answer these clearly, that tells you something.

Questions to ask your LMS vendor

If you want to quickly separate strong vendors from weak ones, ask:

  • Can you share your Statement of Applicability?
  • Does your ISO 27001 certification cover your entire organisation?
  • How do you protect PII within your platform?
  • How do you prevent data leakage in your cloud environment?
  • Can you verify your Cyber Essentials Plus certification?
  • Is your certification your own, or your hosting provider’s?

HowNow’s approach to learning platform security

At HowNow, security isn’t an afterthought. It’s built into every layer of the platform.

We’ve designed our approach to make life easier not just for L&D teams, but for IT and security teams reviewing us too.

Our compliance framework includes:

  • ISO 27001:2022 for information security management
  • ISO 9001:2015 for quality and continuous improvement
  • Cyber Essentials Plus for independently verified technical controls
  • GDPR compliance and data protection standards
  • NIS2 readiness and evolving regulatory alignment

We also provide full transparency through our Trust Center, including:

  • encryption standards (including AES-256 at rest)
  • SSO and identity provider integrations (Okta, Azure, Google, etc.)
  • penetration testing summaries
  • vulnerability management policies
  • disaster recovery and business continuity plans
  • subprocessor details and data handling practices
  • AI security and ethics policies

👉 Explore the HowNow Trust Center: https://trust.gethownow.com/

This gives your IT and security teams everything they need to evaluate us properly without delays or back-and-forth.

The bottom line:

A great learning platform should help your people perform better.

But it also needs to earn your organisation’s trust.

Security credentials might not be the most exciting part of the buying process but they’re one of the most important.

The right certifications, combined with real transparency, give you confidence that your data is protected and your decision is sound.

Bring your IT team into the conversation

If security is slowing down your buying process, you’re not alone.

The easiest way to move forward is to involve your IT and security teams early and give them direct access to the information they need.

Share our Trust Center with them or book a call with our team to review everything together.

No chasing. No vague answers. Just clear, honest security information.

Which Infosec Credentials Should You Look for When Buying a Learning Platform?

Blog
March 30, 2026
.
5 min read

Learning Technologies is back and we could not be more excited.

L&D is changing faster than most organisations can keep up with. AI is reshaping how people learn, skills gaps are widening and the pressure on L&D teams to prove impact has never been higher. The conversations happening at this year's event are going to matter.

HowNow is already working with companies to build the talent of tomorrow; closing skills gaps, connecting learning to performance and giving L&D teams the data to prove it's working. We want to help you do the same.

Learning Technologies is a great place to start this journey.

You'll find us at stand E30. Come and find us.

Here's what's waiting for you.

1. Get a Free Learning Health Check

Most L&D teams we speak to already know something isn't quite working. Maybe engagement is low. Maybe learning is scattered across too many tools. Maybe the business is asking questions about impact that are hard to answer.

The Learning Health Check is a free 15-minute desk-side consultation with one of our experts at stand E30. No slides, no sales pitch; just a focused conversation about where your organisation is right now, what's getting in the way and where the biggest opportunities are.

You'll walk away with tips you can apply to your strategy straight away, whether you use HowNow or not. This is exclusive to Learning Technologies and designed to be relevant to you and your organisation.

Prebook your session here for your chance to also claim some exclusive swag.

2. Hear How to Prove Learning Is Actually Building Skills

Day one. 1:10pm. Bitesize Stage

If you've ever sat in a leadership meeting struggling to demonstrate the impact of your learning programme, this one's for you.

Harvey Stead is taking the stage for a bitesize session on one of the biggest questions in L&D right now: how do you prove that learning is genuinely building skills? Join a group of 30+ L&D leaders for a practical, focused conversation designed to give you something you can actually take back to the business.

Arrive at 1pm to secure your seat. Spaces are extremely limited and assigned on a first-come, first-served basis.

3. Learn What It Means to Be a Self-Improving Company

Day one, 11:45–12:15pm in Theatre 2. 

Day two, 11:45–12:15pm in Theatre 2. 

Every company wants the same thing: people continuously getting better at their jobs. But running that loop manually is nearly impossible. Who's struggling? When do you intervene? What actually helps? Did it work? By the time you've coordinated answers to those questions, months have passed and the moment is gone.

In this session, Nelson Sivalingam; CEO of HowNow, one of the fastest-growing AI learning companies and author of the acclaimed book Learning at Speed; introduces a fundamentally different model: the self-improving company.

Nelson will show how AI agents are transforming organisational performance by monitoring work systems in real time, detecting struggles the moment they emerge, intervening with the right support at the right time and measuring what actually improved in performance data; not surveys.

So popular we are running it twice. No excuses to miss it.

4. Hear Trainline’s Approach to Employee Engagement

Day two, 14:45 – 15:15 in Theatre 2. 

Building a learning culture sounds great on paper. Doing it in reality? That’s where things get interesting.

In this honest fireside chat, Trainline shares how they’re approaching employee engagement from the ground up; what’s worked, what hasn’t and where they’re still experimenting. From driving early adoption to making learning feel genuinely relevant across the business, this session goes beyond theory and into the real challenges L&D teams face every day.

Expect practical insights you can take back with you, along with a clear view of what it actually takes to get people engaged in learning.

If you're trying to increase learning engagement, bring a notebook.

5. Meet HowNow Customers at Our Happy Hour

Day one, 15:00 onwards - Stand 30. 

Straight after Nelson's session, we're hosting a customer meet and greet at stand E30. Prosecco, canned cocktails, beers and the kind of conversations you actually come to events like this for.

Want to know what it's really like to use HowNow? Don't ask us. Ask them.

Look out for the special 'talk to me' badges; those are the HowNow customers with the real stories. They'll be in and around the stand all afternoon and they're easy to spot. Pull them aside, ask them anything and hear first-hand what's working for organisations just like yours.

6. Get refreshed with us

And if all that wasn't enough, we’ll also have fresh coffee flowing and soft serve ice cream on hand too; because balance is important.

Whether you need a caffeine boost, something sweet, or just a reason to pause between sessions, it’s the perfect excuse to stop by and have a relaxed chat with the team. No agenda, no pressure; just good conversation (and better snacks).

The best moments at events like this aren’t always on stage. Sometimes they’re over a coffee… or an ice cream, but either way, they are together.

And so many more reasons….

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6 Reasons to Visit HowNow at Learning Technologies 2026

Blog
March 18, 2026
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5 min read

Onboarding is one of those things everyone agrees matters and yet it’s still one of the most inconsistently done processes in most organisations. Too often it’s a chaotic first week of back-to-back meetings, a SharePoint folder nobody can find, and a laptop that arrives three days late.

Designing onboarding that actually scales is one of the biggest challenges HR and L&D teams face. Most organisations know their onboarding could be better. 

Pauline Taylor, VP of People at HowNow, spoke with Ian Walker on the L&D Disrupt Podcast about what great onboarding really looks like and how to build it properly.

This blog walks you through what came out of that conversation and where to start.

Why Onboarding Matters More Than You Think

Let’s start with the business case, because it’s a strong one.

As Ian puts it:

“The value, of course, is that you are accelerating people’s sense of connection. And the statistic about that is that if people feel that they have been treated well in the onboarding process, their longevity is extended. So from a retention point of view, the evidence is pretty unequivocal.”

Connection drives retention. If a new hire spends their first few weeks feeling lost, anxious, or like an afterthought, you’re already on the back foot, regardless of how good the role is. Good onboarding accelerates that sense of belonging and gets people up to speed faster. Friction in those early weeks doesn’t just feel bad. It costs you time, productivity, and ultimately, people.

Want to learn how to create an onboarding process? Check out this blog on how to create an onboarding process.

Should Employee Onboarding be In-Person vs. Remote?

There’s no universal answer here, but there are some useful principles.

If you’re onboarding in person, you’re making a strategic investment in culture. Salesforce, for example, made in-person onboarding a priority specifically because they believed it was the best way to embed culture from day one. That’s not a logistical decision; it’s a values one.

If you’re onboarding remotely, the goal is to make the experience feel as close to in-real-life as possible. As Ian says:

“Similarly, if you’re doing it remotely, make sure that all of the experience is as far as possible close to the in real life experience.”

The principles are the same: connection, culture, and clarity. The delivery just looks different.

Nail the Employee Onboarding Fundamentals

This one sounds obvious, but it’s where so many onboarding programmes fall apart.

If you’re bringing someone in person, the infrastructure has to be invisible. Ian is direct on this:

“If you’re gonna do it in person, make sure that all of that is properly handled and does not come back onto the individual. Not only will that distract them, it’ll make them more nervous, it’ll make them feel less good about the whole experience. But it will detract from the efficiency of ramping them up quickly as well.”

That means flights and hotels booked correctly, a laptop ready on day one, security badges sorted in advance, and schedules organised. Get the admin right, and everything else has a chance to land.

What Should Actually Be In Your Onboarding Programme?

Your company culture is the most important element of any onboarding programme. Don’t just list your values on a slide and move on. Bring them to life.

Ian’s advice here is clear:

“Bring in managers, bring in people who are living the culture. So it’s not just someone listening to the same person, same voice all day. You’re getting different voices in there, but you’re getting people sharing their lived experience of why is this culture important to me?”

When people share their lived experience, it lands differently. It’s personal, it’s real, and far more memorable than a PowerPoint.

Networking opportunities

When you’ve got a cohort of new starters in a room (or on a call) that’s a real opportunity. Ian puts it well:

“Use this opportunity to build your network as well. Understand what’s happening within the company because not only will you leverage those relationships, but you’ll learn about what are potential career paths that you can also follow?”

Build in time for people to actually connect with each other. Those relationships can shape how people collaborate and grow within the organisation long after onboarding ends.

Setting real performance expectations

Be upfront about what working there actually looks like. Ian recalls:

“I remember talking to a room full of newly hired employees and saying, you’re gonna be expected to work hard. And you could see these big eyes — and it’s like, yeah, it’s just a reality. You are gonna be held to account for what you do. So expectation setting early on, I think, is really key.”

Ideally, it starts in the interview process, but reinforcing it early avoids misalignment down the line.

The big picture

Help new starters understand how the company works from top to bottom. As Ian explains:

“If you can explain from a top level down, this is a corporate objective, this is what we try and accomplish, this is how it cascades down within each team and each department — how it all fits together and what role you play in it — people get the sense of the bigger picture they’re playing within the organisation as well.”

When people understand how their work connects to something larger, they’re more motivated and more effective.

The Triangle: Getting the Handoff Right

This is one of the most important (and most overlooked) parts of onboarding at scale.

Onboarding isn’t one team’s job. It’s a shared responsibility across three groups:

  1. The onboarding team: responsible for culture, company-wide knowledge, and the rites of passage every new starter goes through
  2. The enablement or L&D function: responsible for the functional knowledge someone needs to actually do their job
  3. The manager: responsible for supporting the new hire and integrating that learning into day-to-day work

Ian is emphatic about how closely these three need to work together:

“The enablement organisation and the onboarding organisation need to be in a triangle. A really close triangle. So that the handover is happening effectively. The knowledge is being built upon. It’s not being duplicated. Nothing worse than when someone’s being invited to one call for onboarding and then they’ve been invited to an enablement call. You can’t allow that to happen. It has to be sequential and it has to be managed collectively.”

When this triangle breaks down, the new hire falls through the gaps. When it works, everything flows.

Onboarding is a Two-Way Street

Onboarding isn’t something that happens to a new hire. They have a role to play too. As Ian puts it:

“The fourth person is the learner themselves. They need to invest the time in order to onboard themselves effectively. So they need to read the materials, do the out of the room learning piece, as well as relationship building out of the room as well, which is so key to onboarding effectively.”

Setting that expectation early makes a real difference. People who take ownership of their own onboarding get up to speed faster and feel more settled sooner.

How Long Should Onboarding Last?

There’s no magic timeline that works for every role, every person, or every organisation. The length of onboarding depends on the complexity of the role, the individual’s prior experience, and how transferable their skills are.

What Ian suggests is a more interesting reframe altogether:

“You should always feel that you’re onboarding because you are always in your job. And particularly now, jobs are changing so quickly that if you have that beginner’s mindset, you are always onboarding yourself in a new direction. If you are always growing yourself.”

The most effective people don’t stop onboarding when week four ends. They carry that curiosity with them.

The Summary

Great onboarding isn’t about cramming as much information as possible into someone’s first week. It’s about connection, clarity, and getting the fundamentals right so people can do their best work sooner.

Get the logistics sorted. Bring culture to life. Build the triangle. Give new starters the space to take ownership. Resist the urge to put a fixed time limit on it.

Want to hear the full conversation?

Watch on YouTube


Listen on Spotify

Other relevant blogs:

The HR and L&D How-To Guide for Designing Onboarding That Actually Scales

Podcast
March 9, 2026
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5 min read
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