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 Function / Feature / Capability

General Des
Is your product fully mobile optimised? Are there any functionality differences in the mobile experience from the browser exp
Does your product support multi languages e.g. English, German, Simplified Chinese, Dutch, French, Brazilian Portuguese, Port
Do you have a clear roadmap for future product development? How is the roadmap maintained?
Can your platform host content? If so, please specify what content types?
Outline the content formats that are supported by your platform, e.g. SCORM, AICC, xAPI, video and audio
Does your platform offer an employee project and/or job matching functionality, where experience-based development oppo
based on needed skills? If so, please describe how this works from both the hiring manager/project manager perspective and
opportunities based on existing skills or those they wish to develop.
Does your platform offer a ‘career pathing’ functionality whereby career pathways are generated (including target roles and e
Does your platform offer the opportunity to integrate with project/job matching or career pathing tools such as those describe
tools (e.g. Gloat) into your platform and the key considerations from a configuration, administration and UX perspective.
Does your platform currently include mentoring and coaching functionality? If not is it on your roadmap and when do you plan
Learning Co
Does the system provide a search functionality across all aggregated content? Describe how this works in terms of UX, conten
Does the system allow for bespoke configuration of the user interface? Describe what options are available here.
Does the system use AI to recommend learning content to learners? Describe how this works and what options are available
Solution supports indexing all types of content to return accurate and reliable search results.
Solution supports predictive search while typing query.
Solution supports advanced search criteria for tailored results (skill, skill level, topic, modality, duration, contributor, release d
Solution should provide way for a user to request content be created for a topic for which search results do not meet the user
Content
Does the LXP integrate with all content sources in use and render content under a "One-stop-shop" model with a fluid user ex
What content sources does the system integrate with? How are these sources rendered on your platform?
Does the system allow for the creation of defined learning journeys made up of a variety of formal and informal (internal and
Does the system allow for gated completion of journeys (locking sections of journeys until previous sections are completed), o
journeys at will? Does it include progress tracking, completion status or points systems?
What level of access is required to create learning journeys?
Solution must support the bulk import of learning content from company authors and external sources and libraries.
Solution must manage configurable review and approval workflows for administrator and user-generated content.
Solution should provide similar workflows, oversight, and features for both content hosted outside the platform and content u
Content from Learni
The solution must allow integration with an existing LMS. Could you explain specific use cases of integration?
Does your solution provide LMS specific functionality such as hosting events, virtual events, organizing prerequisites for trainin
Please explain how content hosted within an LMS module are rendered to the user? How different is the user experience?
What are the specific benefits using your solution integrated with our LMS.
Can your solution help us host courses to our extended enterprise?
How can your solution help us increase adoption of formal content hosted on the LMS
How do you handle LMS completions? What specific integration use cases should we factor?
Is the LXP a replacement for an LMS or a complementary solution to our LMS. Describe how we can drive this change within th
Socia
Solution allows the users to subscribe to channels and content contributors/authors.
Does the system support social learning by allowing learners to have online discussions and share resources with other memb
If so, does the system support facilitation of these discussions? This would include the role of coaches or moderators for thes
Does the system allow for the creation and sharing of user-generated content? How does this work?
Solution should allow users to post, modify and reply to comments on assets, learning paths or other discussion groups and re
Solution should allow users the ability to share or recommend learning assets and paths with selected peers (an individual, a s
Solution should allow assets and paths to be viewed by more than 60,000 users simultaneously.
Solution should allow asset and comment rating (stars, likes, upvotes, etc.), display ratings to users, and allow administrators t
Solution must allow users to record from a personal device
Solution must allow coaches and leaders to provide feedback directly to a user.
Solution must allow administrators to organize groups of users into cohorts.
Solution must allow users in cohorts to interact synchronously via video, chat, polling, etc.
Solution must allow administrators to assign, monitor, comment and schedule events within a cohort journey.
Solution should allow users to request enrollment in an existing cohort and join open cohorts.
Solution should notify administrators to review user-generated content hosted on an firm approved, secure single sign-on platf
site policy and remove posts that violate policy.
Solution supports the creation and modification of channels organized by learning asset topics, skills, and specific audience seg
Learner
Does your solution support all platform functions for users and administrators on desktop, tablet and mobile devices (PCs, Ma
Solution supports all platform functions for users and administrators on desktop, tablet and mobile devices (PCs, Macs, IOS, An
Solution provides ability to stream multimedia on mobile devices with display turned off (locked).
Solution supports ability to assemble multiple assets into a sequenced paths or non-sequenced sets.
Solution supports variety of asset types, including interactive quizzes, multimedia experiences, video platforms (MP4),  ADA co
(MP3), custom practice exercises, and static resources (e.g. PDFs).
Solutions supports event registrations (e.g. webinars, in-person classes).
Solution provides end users with the capability to create, tag and deploy content for peer-to-peer learning and support.
Solution provides ability to create knowledge check experiences, to increase retention of previously consumed content.
Solutions supports embedding assets with trackable metadata into iframes or similar mechanism for use in first-party applicati
Does the LXP solution provide a continuous learning experience to the learner in the context of their job role?
Solution should generate a profile for users based on system data with the option to add configurable fields (current role, prof
performance goals, etc.).
Solution should import profile data from other systems and allow administrators to manage which fields are editable by users
Solution enables users to complete interest/skill assessments and dynamically recommends possible learning assets and path
assessments.

Does the solution provide the LXP experience on core productivity and business critical applications such as MS Teams, Salesfo
Solution supports awarding badges to users who have completed activities (learning) required to achieve mastery of a skill or t
Solution provides nudges, leaderboards, points, or reward systems that encourage ongoing user interaction and application of
Solution tracks user progress within an asset or journey path, visually indicating the user's position and progress towards comp
Skills,
Describe how you use AI to detect, map, infer, update, and maintain skills data? How many models are followed, which types,
these followed, and on what frequency?
What data sources are used to train the AI algorithm? E.g. CV/resume in candidate database, job postings, job roles, knowledg
What methodologies do you use for mapping skills? Do you use library science techniques, ontologies/knowledge graph creati
synonyms?
How does your platform map skills to roles? Do you require clients to map skills manually in order for the skills to show agains
Can customer predefined skills for a certain number of roles and restrict user's ability to remove those skills from their profile?
Can users access skills required for a role by searching for a particular role?
Do you have skill proficiency levels? If so, what scale is used (number of levels, naming) and what can customer customise? A
of skill usage included in user skill profiles?
Can users self evaluate skills proficiency against pre-defined proficiency skill levels for their current role?
Can users self evaluate current skills proficiency against what's required for a future role? If yes, does this evaluation automati
Can the system recommend closing skills gaps after a self evaluation is complete? If so, how is this done?
Can users choose another person to review and validate current skills? If so, please list the role types that can do this and how
Can users nominate multiple people beyond line manager to evaluate their skills, much like traditional 360 surveys?
Does the system provide an oil/gas/energy industry-specific mapping of skills categories?
How do you incorporate or adapt customer-specific skill information into the platform? Are you able to incorporate that data
so it only applies to our instance and not all clients?
How are you integrating skills with third party platforms who offer skills content and skills profiling? e.g. Burning Glass, CASMA
Does the system have the ability to highlight 'hot skills' (emerging or critical/scarce), either through administrator action or via
Do you work with any consultancies to map skills?
How will you work with customer to identify skills gaps in our skills data?
How are end users engaged or encouraged to update skills information, and validate what is inferred by the AI algorithm?
Describe the extent to which the business can generate user skill profiles by loading pre-existing customer CV / Career Aspirati
requirement for users to re-key data
Can users add additional skills to their user profile that have not been identified by the AI algorithm or initial configuration? W
Can users add interests to their user profile? If so, how are these used to provide recommendations? What weighting if any do
Describe how your matching algorithm weights the various parts of the user profile (skills, interests, development areas etc.).  
Can the user create multiple profiles to reflect more than one position in an Agile organisation? If so, how does the AI algorith
How does the AI algorithm link skills with learning content and learning objects?
How does the AI algorithm approach the tagging of content and opportunities to similar skills/synonyms? Describe how any hi
skills taxonomy, WD skills cloud, vendor-specific skills engine) is established during initial configuration and then sustained/con
How many clients are using your skills taxonomies today? Please specify the percentage of clients against overall client popula
Are you a Workday partner? If so, how is the WD Skills Cloud being used with your platform?
How can the skills data be incorporated and used in other processes, e.g. performance systems, talent development, knowled
and internal mobility?
Solution provides configurable skill and topical taxonomies.
Solution supports administrator ability to import and manage the skill and content taxonomies that govern content.
Solution supports administrator ability to import/create configurable skills, topical taxonomies and career objectives and map
Indicate how the LXP integrates with our organization's larger ecosystem focussed on our skills inventory and development? W
How do you help us take a skills inventory and insights on how learner engagement has contributed to overall skills developm
How can you help our organization enhance talent discovery and proactive mobilization of resources?
To what extent does your solution augment our skills development process? How is it different from what we do on our HCM
Does your solution complement our business case on skills development of our HCM system? Indicate details of integration us
How does it enhance visibility, analytics and insights on our skills development process?
What role does your system play in skills development? Outline specific use cases
Do you accommodate custom skills with our context? How do you train these models?
AI / ML Based Cont
Solution dynamically recommends possible learning assets and paths based on prior consumption (assets and paths initiated
Solution dynamically recommends possible learning assets and paths based on peer trends (others in same position, current r
goals, performance goals, etc.).
 Audience
Solution supports segmenting users into groups based on system and custom criteria (current role, professional designations,
Solutions supports learning assets and paths to be promoted to specific groups (recommended for some, not to others) on use
Administration, A
Solution is able to capture xAPI statements, report them in dashboards, and create system rules for personalized learning base
Solution provides administrators ability to track and report user consumption of learning assets, including exporting data for c
Solution provides administrators ability to track user attendance to synchronous learning and viewership of asynchronous lear
Describe how your solution supports the analysis of learning and business impact.
Solution must support administrator ability to monitor user activity and engagement with the solution in a dashboard format.
Solution must support administrator ability to monitor skill development at end-user and macro levels.
Solution should allow administrator to view a proxy of an end-user's screen to rapidly assist in delivering end-user support.
Acce
Provide your company policy statement on digital accessibility
Who at your company is in charge of accessibility compliance?
Describe the extent to which your product is accessible to people with disabilities.  Please include all common types of visual,
If your product is not fully accessible, describe your roadmap to achieving full accessibility
Describe any modifications, peripherals, etc., that can be used to make inaccessible features of your product functionally acce
Do you have documentation, for example a VPAT or audit results, to support your claims? If so, please attach it
Include a demo video showing how your product conforms to the latest WCAG standards and is accessible to users with disab
Please describe your accessibility testing process in full
Describe the process by which a user-reported accessibility issue is addressed
Describe how digital accessibility fits into your product development lifecycle
Describe how you can support learners language requirements for the platform itself and any subsequent content within it
White Label
Do you offer a 'White-label' app with customer branding that can be applied?
Can you automate the data privacy statement for users to agree to (system and provider are both DP & GDPR compliant) if req
Do you have a static link to your data privacy statement that users can refer to when needed?
Support includes on-call coverage for Severity Level 1 Support Issues 24  hours per day, 7 days per week, 365 days per year.  S
specialist phone numbers for reporting Severity Level 1  Support Issues outside of business hours.
Vendor must provide support documentation for the entire product in either online or written form.
Vendor must provide documented service and escalation procedures as part of this RFP.
Vendor must provide a primary contact for support issues and questions.
Monthly support summary of trouble reports will be delivered to the Project team (preferably e-mail). These reports will inclu
response times and well as resolution times.
Describe Service Level Agreement options/tiers pertaining to cloud services availability and latency.
- Do you provide real-time reporting for current status?
- Do you provide real time notification when SLA's are not being met?
Your normal maintenance windows will be during Sunday 12am - 6am for system outages.
Minimum of two week advance notice of scheduled outages to the system. Describe notification method.
Vendor publishes tentative upgrade calendar for current and next year.
Vendor notifies three months in advance of upgrade.
Vendor can provide webinars to review new functionality from upgrades.
Vendor can provide notification through email when upgrade starts.
Vendor can provide notification through email when upgrade completes.
Vendor can provide estimated duration of outage for upgrade at least two weeks prior to the upgrade.
Required Comments

Yes
No
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 Description
System Integ
Solution integrates with Salesforce to deliver learning support in the flow of work.
Solution integrates with Microsoft platforms (MS Teams, SharePoint, Outlook Calendaring).
Solution integrates with HCM vendors (Workday, Oracle).
Solution integrates with online meeting platforms (Zoom, WebEx).
Solution integrates with event management software (CVENT, others).
Solution integrates with content library providers (PluralSight, Brainstorm, DDI, CE Corner, WebCE, etc.).
Solution integrates with LMS providers (SumTotal, others).
Solution provides API connectors for integrations of custom platforms and systems.
Solution integrates with data platforms via REST Service. Example: SnowFlake
API's that support outbound and inbound messaging (data queue). List.
Ability to maintain multiple versions of APIs.
Ability to transfer files via SFTP.
System has ability to configure and expose new REST Web Services for integration with other systems.
System has the ability to provide Out of the Box (native / delivered) integrations and REST APIs. Please list.
APIs in standard formats to integrate with your system. (e.g. SOAP, REST, XML, JSON, HTTPS, etc.) List.
The system will be able to integrate with communication surveillance systems.
The system will provide for the periodic or real-time export of all correspondence and attachments to enable ingestion by the
Compliance Manager.  This information may be exported in a document, email, chat, or other format recognizable by commer
describe your solution's fulfillment of this requirement.
Solution provides ability to export in batch and real-time learning records.
Data Encryption | Data P
Products or deliverables with encryption features must be properly registered by vendor with all applicable agencies that regu
countries in which the product or deliverable may be deployed.
System will have stored passwords that are encrypted using strong encryption and contain sufficient system level privilege to
System must have encryption at REST.
Encryption keys are owned, managed, and retained solely by <customer's name> unless otherwise required and agreed. Encry
Products or deliverables must comply with current Data Privacy requirements in the countries in which the product or delivera
Products or deliverables must have the ability to be legally exported and licensed in all countries in which the product or deliv
If your organization owns or operates facilities/locations that are outside the continental United States (offshore), these locati
store information.
If your organization uses third party providers to view, process or store <customer's name> information, please list these prov
would be viewed, processed or stored at each facility.
If your organization uses third party providers to view, process or store <customer's name> information, confirm these provide
offshore to view, process or store <customer's name> information.
The system will support multi-language or native translation services or offer integrations with other companies that can do th
Describe the <customer's name> data elements you require to receive in order to meet the scope of the RFP.
How long do you keep these <customer's name> data elements in an active state? How long do you keep them archived for re
Cloud Enviro
Do you maintain a Cloud or SaaS Environment that is suitable and appropriate for the proposed Cloud/SaaS Solution, using pro
<customer's name> to take advantage of technological advancements, minimize downtime, and otherwise support the service
Cloud/SaaS Environment configuration as necessary to meet or exceed your service level commitments?
Do you maintain the following production and non-production environments:
-Production
-Mirror Production
-Development
-Test
-Clone/QA
-Disaster Recovery

The Cloud/SaaS Environment configuration shall include Vendor’s “high availability” service offering, consisting of the equipme
generally offered to high availability customers, as such configuration and services evolve and improve over time.
Cloud / SaaS Test/QA environment. Vendor must be able to provide <customer's name> access to a test/QA environment both
implementation. The test/QA environment will have less stringent SLAs than the production environment.

Do you maintain the Cloud/SaaS Environment in good operating condition, consistent with hardware and software manufactu
best practices, including the performance of routine diagnostic and other preventative maintenance, and the remediation of s
and administer, at is sole expense, maintenance and support plans for the Cloud/SaaS Environment (both hardware and softw
authorized service providers, in each case at maintenance and support levels designed to minimize Downtime and otherwise f
service levels.
Cloud/SaaS Availability. The system must be 100% available, less any scheduled downtime (of a three hour block) which occur
Cloud/SaaS Disaster Recovery. You must have a disaster recovery plan in place which is fully operational and tested periodica
<customer's name> will be able to review the disaster recovery plans upon request and the most recent test results. Furtherm
reasonable suggestions for oversights or gaps, in which Vendor will work to comply. The disaster recovery plan must include a
region of your primary business location. <customer's name> must be able to visit this secondary site.

Vendor shall provide at least three (3) months’ prior written notice of any planned Cloud/SaaS Environment configuration or l
implement reasonable change management controls for any such change in configuration or location, consistent with industry
policies and procedures, and shall provide <customer's name> with any information and assistance reasonably requested in co
Cloud/SaaS Record Keeping. If in a vendor hosted environment, vendor must be able to comply with all record keeping and sto
laws, regulations and regulatory bodies applicable to <customer's name>' industry.

Cloud/SaaS Data Privacy. Products or deliverables must comply with current Data Privacy requirements in the countries in wh
deployed, including data transfer requirements for countries outside of the European Union.
· If in a vendor hosted environment, vendor must be able to comply with all record keeping and storage requirements as prom
regulatory bodies applicable to <customer's name>' industry.

Cloud/SaaS Automated application monitoring. The Systems Operation Center (SOC) of <customer's name> utilizes automate
transactions within the application, to verify availability and measure response time. The vendor must not by contract, by tec
monitoring.
Application will be browser independent, supporting at a minimum Safari, Microsoft Edge Chromium, and Chrome. List what b
along with versions supported.
For Cloud/SaaS solutions, the supplier will provide a business continuity option that includes both a primary and secondary pro
synchronized in real time.
Ability for <customer's name> to conduct health- check monitoring of your product's software and applications. Please describ
needed to monitor your application.
The system will support iOS and Android mobile devices.
Native mobile application(s) will be available in the Apple and Android stores.
The system supports single sign on with its mobile interface to other vendor sites.
Single sign-on will support … (e.g., iOS Touch ID, iOS Face ID, Android …, Samsung …)
The system will be able to integrate with any chatbot.
The system is compatible with MobileIron and Intune for Mobile Device Management.
The system will support all different form factors of mobile devices including tablets and phones.
The system will be able to provide the list of APIs available to use with documentation of what the API does.
Configuration changes can be promoted across environments through system integrated tools as a package.
The system will be able to automatically move configuration and setup data through the different test environments in order t
The system has the ability to copy production data to test environments.
Ability to perform automated testing of the application such as  functional testing of processes to reduce regression, upgrade
Please identify tools with  which you have partnered. An example could be Selenium.
Any identified vulnerabilities should be immediately shared with <customer's name>, including the nature and impact of the id
Ability to backup data on an hourly basis for disaster recovery and business continuity .
Data should be physically isolated or have documented access control mechanisms to achieve logical separation. These acces
contractually accepted by <customer's name>.
Vendor will be able to configure email exchanges with <customer's name> for mandatory TLS encryption.
System will have role based access, to meet the requirements of least privilege. E.G. the capability to remove granular access f
<customer's name> employs Single Sign On using a SAML 2.0 compliant federated identity management system. If SSO is not
configurable password complexity requirements including the ability to support self-service password reset.
Remote administration and privilege elevation requires the use of multi-factor authentication.
System will enforce session time-outs or re-authentication mechanisms that are configurable to customers preference.
Solution will provide the capability to disable user accounts after a specific number of invalid logon attempts.
Solution will provide the capability to immediately revoke credentials as required.
The system will handle various time zones.
The system has the ability to configure features such as email, text messages, chat, other communication features to be utilize
community.
The system will be able to support SCORM packages.
The system will be able to support xAPI.
The system has been implemented in other comparable companies with our 60,000 associates and financial industry.
The system will be able to support adaptive bitrate video streaming.
The system will be able to support content that is not stored on the vendors platform.
Systems Mon
Please describe any requirements for monitoring your product/service. For example, server platform requirements, hard disk
available in a separate document, please attach that documentation to your response.
Describe how we may conduct health-check monitoring of your product's software, hardware or applications. Please describe
needed to monitor your devices and/or application.
All network communication will be monitored to detect potential threats, including real-time alerting and response.
WCAG 2.0 Com
Does your website comply with the Web Content Accessibility Guidelines (WCAG) 2.0?
What level of compliance does your solution have to WCAG 2.1 (A, AA, or AAA)?
Does your mobile website solution comply with WCAG 2.1?
What level of compliance does your mobile website solution have to WCAG 2.1 (A, AA, or AAA)?
Is your solution accessible to users with visual impairment including, but not limited to, low vision, photosensitivity, or blindne
Is your solution compatible with the Job Access With Speech (JAWS) screen reader?
Is your solution compatible with other screen readers?
Is your mobile website solution accessible to users with visual impairment including, but not limited to, low vision, photosensi
Is your mobile website solution compatible with the Job Access With Speech (JAWS) screen reader?
Is your mobile website solution compatible with other screen readers?
Is your solution accessible to users with fine motor impairment, limited movement, or other mobility impairment?
Is your solution accessible to users with hearing impairment including, but not limited to, deafness or hearing loss?
Is your solution accessible to users with disabilities under the Americans with Disabilities Act (ADA)?
If Canada; Does your solution comply with the Accessibility for Ontarians with Disabilities Act (AODA)?
 Required Comments

Yes
No

ge