πŸ“ˆ Case Study: Scaling Global Onboarding with AI & Analytics β€” SOTI Inc.

πŸ‘€ Client

SOTI Inc.
Global enterprise mobility leader with 1,200+ employees across 20+ countries.

🚨 Challenge

New hires were taking 60–70 days to ramp up, with inconsistent onboarding and manual coaching processes. Sales and Support teams lacked scalable training and real-time insights.

Goal: Cut ramp time to 30 days, improve coaching quality, and track onboarding success in real timeβ€”without increasing L&D headcount.

πŸ‘₯ My Role

Lead Instructional Designer & L&D Transformation Lead

  • Designed modular onboarding with built-in AI simulations
  • Integrated Power BI with Salesforce for real-time MOS tracking
  • Scaled coaching using conversational AI simulations and dashboards

🧠 ADDIE in Action β€” My Approach

I applied the ADDIE model end-to-end to cut ramp time, embed AI coaching, and make onboarding measurable and repeatable.

A

Analysis

  • Audited ramp-up data: 60–70 days
  • Identified inconsistent coaching & lack of insights
  • Reviewed Salesforce activity and ticket volumes
  • Defined MOS: 30-day ramp, coaching quality, adoption

My Deliverables: TNA report, KPI mapping, role analysis

D

Design

  • Created modular onboarding journeys by role
  • Integrated AI simulations, microlearning, and cohort cadence
  • Outlined knowledge + behavior assessment plan
  • Designed analytics blueprint (Power BI + Salesforce)

My Deliverables: Curriculum map, storyboards, assessment matrix

D

Development

  • Built onboarding pathways in Docebo LMS
  • Authored AI roleplay scenarios + feedback logic
  • Localized content for NA, EMEA, and APAC
  • Configured data pipelines for MOS dashboards

My Deliverables: SCORM modules, AI scripts, scorecards

I

Implementation

  • Rolled out via LMS with vILT and floorwalking support
  • Enabled managers with playbooks & coaching templates
  • Ran change communications & weekly cohort standups
  • Monitored live dashboards for adoption tracking

My Deliverables: Rollout plan, comms toolkit, manager guide

E

Evaluation

  • Reduced ramp to 30 days
  • Discovery/demo quality improved +22%
  • Sales confidence lifted +41%
  • Manager coaching time cut by 60%

My Deliverables: MOS reports, lessons learned, scale plan

πŸ“Œ L&D Measures of Success (MOS)

⏱ Ramp-Up Time

30 Days

Reduced from 60–70 days

πŸ€– AI Coaching

88%

Completed 3+ AI scenarios

πŸ“ˆ Demo/Discovery Quality

+22%

Improved in 45 days

πŸ’¬ Sales Confidence

+41%

Increase post-onboarding

βŒ› Manager Coaching Time

-60%

Reduction in manual coaching

πŸ“‰ Support Tickets

-20%

Fewer how-to queries

🎯 Completion Rate

97%+

Across all cohorts

🏁 Outcome

I replaced manual onboarding with an AI-powered, performance-tracked system. Ramp time was cut in half, call quality improved, and coaching scaled globallyβ€”without increasing headcount. The model became the blueprint for partner enablement, internal mobility, and future upskilling programs.

πŸ’‘ Want to reduce ramp time and scale coaching without growing your L&D team?

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