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International Human Resources Development Corporation

COMPETENCY MANAGEMENT TECHNICAL

CMS Online
TM

COMPE T EN C Y M A N A GEMENT SOFT WAR E


Overview

CMS Online, IHRDCs proprietary competency management, assessment, and reporting


tool is an online solution, which includes all the data from competency models; employee,
supervisor, and qualified assessor assessments; individual learning plans; and training results.
CMS Online can stand alone or be integrated into existing learning management or human
resource systems to make data available to supervisors and employees and ensure long-term
sustainability to meet corporate policies and goals.

CMS Online provides every user with the tools they need to manage their competency
development and compliance activities. The system tracks assessments, course completion,
reassessment, and compliance status on a variety of levelsfrom the individual, to the
employees in a job area, to the entire company.

 I N T E G R AT E D C A PA BI L I T I E S
Competency models, assessment and
verification tools, compliance regulations,
and training resources all in one place
 C OMPREHENSIVE REPORTING
Customized reports on assessment results,
individual learning plans, course completion
and reassessment tracking, time and resource
estimation, and compliance status.
 E ASILY ACCESSIBLE MANAGEMENT VIEWS
Management views within the system range
from macro to micro: from the entire workforce,
to a job area, to a single individual.
 E MPLOYEE VIEWS
Individuals can see their job requirements,
assessment results, Individual Learning Plan,
learning and development schedule, and career
growth path.
LIC E NSIN G

IHRDC offers two methods of licensing CMS Online.

Managed Service
Our managed service solution, sometimes called a cloud solution, is designed for clients who want to use CMS Online without the internal
workload of managing it. The client pays an annual management fee which covers the cost of licensing and managing the software, level 2
support and access to any new releases. Our managed services customer instances are automatically updated with the latest version of CMS
Online with each new release, thus ensuring that customers are always on the most stable and feature rich version of CMS Online.

The software is run on our servers and the client has access, from anywhere in the world, through a standard browser interface. The servers are
located in a secured data center with all the best practices for security of access.

Perpetual License
A perpetual license is designed for clients who want to install the software on their own servers and maintain it internally. The client pays the
full license fee at the outset to gain full perpetual rights to use the software, then pays a reduced annual support fee. The support fee provides
for access to IHRDCs level 2 technical support team and for access to any new releases to the software as and when they are announced.

It is the clients decision if and or when they adopt and implement new releases.

F LE X IBLE CON FIGUR ATI ON S

CMS Online provides a flexible software system to assess the competency levels of existing and new employees, matching training
resources, and accelerating the development of your workforce. CMS Online clients all use the same commercially available
version of the software, however, by utilizing its configuration parameters, each client is able to tune the system to meet their own,
unique, needs. This capability allows clients to have a system that is customized to their specifications while enjoying the benefits
of using a system that is constantly evolving as part of a commercial software product.

CMS Onlines configurable settings include:

 Industry-leading, dynamic dashboard reporting

 Between three and nine competency levels for each competency unit

D
 efinable assessment workflows including employee self-assessment, supervisor assessment, qualified
assessor, multiple supervisor assessment, and peer assessment

 Display current or past assessment data to assessors in current cycle

 Super-user defined compliance question wizard to assign compliance requirements

 Learning plan workflows to create and approve learning plans and drive learning

 Multiple settings for email alerts to employees, supervisors, mentors and management

 C
 lient personalization such as adding client logos to the page banners

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Data Interfaces

OVERVIEW
We have the capability to build an interface between CMS Online and ERP, HRIS and LMS systems. With CMS Online, the data is exchanged
using an interface database. The two systems can exchange data as frequently as required: hourly, daily, weekly.

IHRDC recommends that the system of record for specific categories of data be the publisher of the data.

Our Client
 Manages the export of data from their third party system, e.g. ERP.

 M
 anages the import of data into their third party system, e.g. ERP.

 Data transmissions are typically performed via automated scheduled jobs.

Interfaces can be set up whether the client is using on premise or managed services.

SYS TEM OF RECORD

Data Interfaces Request System of Record

Employees List of employees with all required fields Customer System


Course Completions List of course completions with all required fields Customer System
Learning Plan Courses List of courses contained in a users learning plan CMS Online

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E M PLOYEE RECORDS
The users interface provides the ability for CMS Online users to be sourced from a corporate system such as an ERP. The corporate system would
publish the user information to the interface database and CMS Online would consume the list of users contained therein. This eliminates the effort
of creating and maintaining users in CMS Online. This interface is typically deployed in lieu of single sign-on.

Database Field Name Datatype Definition

LAST_NAME nvarchar(100) Last Name of Employee


FIRST_NAME nvarchar(100) First Name of Employee
USER_NAME nvarchar(255) Login for CMS Online
ACTIVE nvarchar(1) Indicates if User is Active/
SUPERVISOR_USER_NAME nvarchar(255) Inactive
PREFERRED_TITLE nvarchar(255) User Name of Employees
USER_EMAIL nvarchar(255) Supervisor
USER_COMPANY_ID nvarchar(255) Current Job Title

C O U R SE COMPLETIO N S
Customers often want to interface CMS Online with their learning management system (LMS) to eliminate the time consuming task of updating course completion
dates on courses completed by users as part of their respective learning plans. CMS Online provides an interface that allows customers to publish course
completion dates from their internal LMS into the interface database. CMS Online consumes internal course completions accordingly.

Database Field Name Datatype Definition

LAST_NAME nvarchar(100) Last Name of Employee


FIRST_NAME nvarchar(100) First Name of Employee
USER_NAME nvarchar(255) Login for CMS Online
COURSE_ID nvarchar(50) Course ID of the Course Completed
STATUS nvarchar(1) Status of the Course
DATE_TAKEN datetime Date Course Taken

LE A R NIN G PLAN COURSES


CMS Online provides an interface that publishes courses contained within users learning plans to the interface database. The respective corporate
systems are then able to consume the learning plan courses accordingly.

Database Field Name Datatype Definition

CU_ID int Competency Unit ID


CU_NAME nvarchar(255) Competency Unit Name
USER_ID int User ID of the User Taking Course
ASSESS_ID int Assessment ID
COURSE_ID varchar(50) Course ID
COURSE_TITLE varchar(255) Course Title
TARGET_LEVEL int Target Level for LP
DATE_COURSE_ADDED varchar(50) Date Course Added for that User
TRAINING_STATUS nvarchar(50) Indicates Training Status

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Deployment Options

HOSTED
With hosted instances of CMS Online, all of the respective
systems would reside on the IHRDC infrastructure.
This option pushes all of the responsibility for hardware and
software to IHRDC thus providing the least effort for the
customer. With the CMS Online Monthly Release Program
that is available to hosted instances, hosted customers are
always ensured of being on the most up to date version of
CMS Online.

ON PREMISE
CMS Online could also be hosted on our clients
infrastructure. Although this configuration puts the most
granular level of control in the hands of the customer,
it also results in customers having the predominant
responsibility for the maintenance of hardware and
software, and upgrading CMS Online with new releases.

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Single Sign-On

O VE R VIEW
Single sign-on (SSO) is an authentication architecture that allows users to access CMS Online using their employer network
credentials. This feature eliminates the need for users to enter credentials specifically for CMS Online and allows our client
network administrators to control CMS Online access using corporate procedures and tools as part of their normal business
operations.

IHRDC supports several methods of SSO, including interfacing with Active Directory and corporate identity providers. Given the
industry standards associated with identity providers, the ease of maintenance, and granular level of control offered our clients,
IHRDC strongly recommends using an identity provider for SSO authentication.

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Minimum Technical Requirements

SERVER REQUI REM EN TS


The table below outlines the minimum server hardware and software requirements for CMS Online.

MIN IMUM SERV ER REQUI REM EN TS ( D ATA BA S E & WE B S E R VE R )

Item Specification

Processor 2.54 Ghz (Dual Core suggested)


Memory 8 GB RAM (recommended 2 GB free)
Storage 1 GB disk space for CMS Online application (including website)
1 GB disk space for SQL Server databases
Operating System MS Windows Server 2003, 2008 R2, 2012
Web Server IIS 6.0 or higher
ASP.net 2 enabled
aspPDF (PDF printing client provided by vendor)
Database Server MS SQL Server 2012

DESKTOP SOFTWARE REQUI REM EN TS


The table below outlines the desktop software requirements for CMS Online.

DES KTOP S OFTWARE REQUI REM EN TS & C O N F I G U R AT I O N

Item Specification Release

Operating System MS Windows 7 or greater


Browser MS Internet Explorer 11
Media Adobe Reader 10.0.1
Adobe Flash control/plug-in V10
Media (optional) MS Office (to read exported documents) 2003, 2007, 2010, 2012
Content JavaScript and cookies enabled
Pop-up blocker software must be disabled or
programmed to accept pop-ups for CMS site
and *.ihrdc.com
Trusted site for *.player.ihrdc.com
(both HTTP & HTTPS)
N ETWORK RE QUI REM EN TS
The table below outlines the network requirements for CMS Online. Note that:
All requirements are based on the bandwidth from the user (or assessment room) to the CMS Server;
The connections must be stable; and
Assessment rooms need dedicated bandwidth dependent on the number of concurrent assessments to be carried out.

MIN IMUM N ETW ORK REQUI REM EN TS

Item Bandwidth

Minimum Bandwidth (any single user) 600 kbps


Recommended Bandwidth (single user) 1.2 Mbps
Assessment Rooms
1-10 concurrent users 6 Mbps
11-20 concurrent users 17 Mbps
20+ concurrent users Up to 30 Mbps
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Customer Support

O VE R VIEW
IHRDC strives to provide best in class support to our CMS Online customers. Many of our internal SLAs are among to most
ambitious in the industry. For example, our first response rate for tickets submitted by customers is one hour while the industry
average for companies our size is 18 hours. With such ambitious service levels, we still perform at an exceptional level. Our
achievement rate for our SLAs is consistently over 95% achieved.

IHRDC provides a full range of support services. For example, some clients have contracted for IHRDC to provide on-site level
1 support. In general, clients provide their own level 1 support and use the IHRDC level 2 and level 3 support that is provided as
standard under the annual support fees.

Level 1 support is intended to provide general users of the system with support on the issues they frequently face, for example
forgotten passwords or requiring assistance in how to use a particular feature of the system.

Level 2 support is generally provided to the level 1 support person and is intended to cover more complex issues such as
correcting data that has been entered in error.

Level 3 support is provided by our Engineering team in Boston, Massachusetts. The Engineering team could provide support to
the level of identifying software issues and correcting them if necessary.

T IC K E TIN G PROCES S
IHRDC uses the Zendesk customer service support system to track and manage client support issues. Clients can log into Zendesk
to create tickets, track actions our support team are taking and respond to clarification questions. We identify four levels of
priority for tickets: Urgent, High, Normal and Low.

R E LE AS E S CHEDULE
IHRDC has an established rhythm of providing monthly patch releases containing bug fixes and quarterly new feature releases.
Our release schedule ensures that CMS Online remains a stable environment that is consistently enhanced to meet the ever-
changing market conditions. Releases are automatically applied to our hosted customers, though we strongly recommend that all
of our customers stay current with the latest release.

Monthly Update
On a monthly basis, IHRDC provides a release containing bug fixes and minor enhancements. Monthly releases are made available to all of our
customers, i.e. instances hosted by IHRDC and those deployed locally on our clients infrastructure. To ensure that all of our hosted instances are
kept up to date with the most stable release of CMS Online, these monthly updates are automatically applied according to a published schedule.

Quarterly Feature Releases


In an effort to consistently provide new features based on customer requests and internally targeted strategic initiatives, IHRDC has established
a quarterly release schedule to prioritize, design and develop new features. The schedule aligns with calendar quarters, thus feature releases
are scheduled for March, June, September and December according to a published schedule.

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About IHRDC

IHRDC was founded in 1969 with a commitment to offer international oil and gas companies
excellent products and services to train and develop their workforce. In the four decades since then
from both our Boston headquarters and our offices in Houston, London, Amsterdam, Abu Dhabi,
Kuala Lumpur, Jakarta, and Lagos we have set a worldwide standard of excellence through our
Instructional Programs, e-Learning and Knowledge Solutions, and Competency Management. Our
offerings are used daily by thousands of industry leaders. For more information please visit www.ihrdc.
com.

Our e-Learning and Knowledge Solutions provide your employees with innovative learning resources that offer
accelerated, low cost, effective, and on-demand learning devoted to all functional areas of the international oil and gas industry.

IPIMS 1,089 courses in all areas of Upstream Technology


Petroleum Online 12 courses encompassing the complete oil and gas value chain
Operations & Maintenance 344 courses devoted to O&M, covering plant operations and maintenance
Business Essentials 90 MBA-level courses

Our Competency Management offers you industry-leading competency and compliance products and services that lead
to a fully competent workforce.

Competency Management Service Competency models, assessments, individual development plans


CMS Online The industrys leading competency reporting and compliance system
Library of Competency Models Best-in-class resources guarantee successful outcomes

Our Instructional Programs offer you outstanding programs that teach management and petroleum business essentials
using challenging business games.

Boston Public Offerings eleven outstanding oil and gas management certificate programs offered annually
International Workshops Dar Es Salaam, Delhi, Doha, Kuwait City, and London
Private In-House Programs We design and deliver in-house programs that meet clients specific needs
Downstream Oil Programs Effective training in the commercial aspects of the oil industry in Cambridge,
Geneva, London, and Singapore

To learn more about how IHRDC can help you build


a world-class workforce please visit www.ihrdc.com.

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complete details available online:

www . ihrdc . com

I H R D C/ CO RP O R ATE HE A D Q UA RTE R S connect with ihrdc


535 Boylston Street, 12th Floor Boston, MA 02116 USA blog.IHRDC.com
Tel: +1.617.536.0202 Fax: +1.617.536.4396
IHRDC
Email: corporate@ihrdc.com
@
I H R D C Tr a i n i n g

IHRDC/NORTH AMERICA I H R D C /M I D D L E E A S T

WASHINGTON ABU DHABI


Tel: +1.571.235.0674 Tel: +971.2.676.2662
Email: washington@ihrdc.com Email: abudhabi@ihrdc.com
HOUSTON
I H R D C /A F R I C A
Tel: +1.617.456.3409
Email: houston@ihrdc.com LAGOS
Tel: +234.803.301.4101
IHRDC/EUROPE Email: lagos@ihrdc.com
LONDON
Tel: +44.01420.543427 I H R D C /A S I A
Email: london@ihrdc.com KUALA LUMPUR
AMSTERDAM Tel: +60.3.8933.5180
Tel: +31.299.373480 Email: kualalumpur@ihrdc.com
Email: amsterdam@ihrdc.com
JAKARTA
Tel: +62.21.537.2392
Email: jakarta@ihrdc.com

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