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Succession Management: PEMEX Exploration and Production Identifies the Next Generation of Leadership
A case study by Bersin & Associates

As with any other oil company, PEMEX Exploration and Production (PEP) faces business challenges that include the urgent need to train and effectively develop its highly technical exploration and production professionals. For PEMEX the stakes are particularly high since their earnings represent 30% of the Mexican national budget.

PEP has created a comprehensive multi-year development program for employees in almost every technical role in the organization. Built around a competency model that enables PEP to estimate career potential, then design and deliver highly-targeted education and development, the program also implements multiyear career and succession models for strategic roles deemed critical to business continuit...
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"Registrations with the SumTotal LMS took less than a minute compared to six minutes with the existing HRM e-learning system. By presenting the value of the LMS in the context of the EPIC deployment, we were able to demonstrate to our executives that the existing system simply could not support our education requirements and that a learning management system was the only viable long-term solution."

- Marguerite Samms, RN, MN, CPT
Director of Education Services
MultiCare Health System

"We felt if our Commercial organization took the online solution courses via the LMS, then we would see an improvement in their skills, and, ultimately, higher satisfaction among customers."

- Lori Willbanks, Senior Sales Training Manager, Ariba, Inc.

“With SumTotal’s software, it takes a few keystrokes. And we can easily see where people are in the process and readily assess how well our company goals are being attained.”

– Robin Polsky
Capgemini

Through in-person workshops delivered at its customers’ sites, the Fidelity Workplace Education Services group (FWES) delivers targeted instruction that empowers employees to take action on their retirement planning.

"I think the progress of this rating system over the years is remarkable and I do look forward each year to the performance review process, and that is a marked reversal of my previous thoughts on the old system."

“Do a lot of little things right, and the corporation will be successful. TotalPerformance allows the corporate goals and initiatives to be cascaded throughout the organization, all the way to the front line employees. Employees know what they are expected to do to contribute to the corporate strategy.”

- Greg Lynn
Manager, Performance Management

"What was so great was that it was easy to sit down with our department heads, go over what they had to do and then they just did it. There were no complicated spreadsheets or confusion. TotalPerformance made life much easier."

- Kristin St. John
Spencer's Manager of Compensation and HRIS

"When we achieve a 25 percent time reduction across more than 21,000 staff members, we expect to save nearly $5.5 million in terms of productivity."

- Margaret Schulte, Education Manager, SSM Information Center

"Not only did SumTotal offer us everything we wanted, but we were confident they would be in business for a long time to come, which wasn´t how we felt about all of the other firms we met."

- Jay Fernandez, Manager of HRIS, Gundersen Lutheran

"When we chose SumTotal, we were doing more than buying a product and turning a light on. We've been building an infrastructure and helping our employees develop the skills they need to use technology to its fullest."

- Carrie Hankes, Director of Training and Development, Affinity Health System

“After an extensive selection process, SumTotal was proven to be an extremely responsive company to work with and was able to offer the complete integrated solution that we were looking for.”

- Jonathan Dale, Assistant Director, Online Learning

“E-learning allows job seekers to begin learning new skills and enhancing their existing knowledge within minutes. The TotalLMS software helps our consultants assess the client’s knowledge and create a personalised programme during the client interview. This instant response encourages better outcomes for job seekers and Jobfind.”

- Julia Kennedy, Training Services Coordinator

“By making training and certification easier and more efficient to access, complete, and report, we enable our multicultural workforce to focus on what is most important: providing our guests with the world-class service, amenities, and programs that have been part of the Holland America Line premium travel experience for more than 130 years.”

- Stein Kruse, President and CEO

“We chose SumTotal after an intensive analysis and trial of the major eLearning vendors in the market as it stood out in regards to flexibility, ease-of-use and scalability. These features are vital to B&Q as we are rolling out our eLearning solution to 28,000 users in more than 300 stores.”

-Steve Hemmant, Project Leader

“We can deliver more, faster, and track everything easier than ever before.”

- Steve Wells, Director, Learning and Performance Group

“There is no doubt that the decision we made to develop an on-line solution to the challenge of individual candidate testing was the right one. The strength of our awarding body business has been built on the proven performance of TotalLMS™. This also provides us with added flexibility to develop new functionality and cost-effective learning programs.”

- Allan Tyrer, Finance Director

“SumTotal's experience and expertise implementing learning solutions within Department of Defense agencies are vital in assisting us with the transformation of our learning initiatives.”

- Upton R. Shimp, Division Chief, Training Directorate

“Employees love the new system. More than half our departments used LMS within the first six months of deployment, and positive employee feedback will help that number to increase rapidly.”

– Barbara White, LMS Administrator, Maricopa County

“For the first time, managers will be able to assess the return on investment of their training activities. In addition, by integrating with our ERP system, SumTotal has significantly reduced the time and expense associated with tracking student information.”

-Mike Miller, VP, Center for Professional Development

"Expanding the use of our LMS to an extended enterprise of distribution channels gave us a consistency of message and education across our internal and external audiences. We were also able to use the LMS to verify and automate our training reports for government regulators."

- David Morrison, Manager, Learning Design, St.George Bank Ltd.

- Nucleus Research, Research Note D58, December 2004
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"Prior to 2006, we had in place a learning management system that delivered and analyzed training via our intranet. We also had a standardized approach to managing employee performance, but it was largely a paper-based system."

- Dean Williams
Chief learning officer
for Wachovia

“Our compliance team agreed that an initiative of this magnitude required an e-learning solution that could easily be configured to address Pacific Life’s unique processes, business goals, product offerings and management development priorities.”

- Justine Milberg, VP, eAcademy

- Lynne Kreiner, Corporate Training and Development

“We can get to a very focused level, which adds a lot of value to our employees while saving them from going through more work than is necessary.”

- Jaré Buckley-Cox, Chief Education and Quality Officer

“It was quite an eye opener because people were so caught up being certified, we were not sure that they were really going through the courses or just going through the motions instead. However Symbol University’s competency model and exams proved otherwise.”

- Shafiq Hajee, Director, Education Services