Unlock the full potential of your workforce today
Location:
USA
Training Roles Covered:
16 technical and field roles
Content Volume:
Not disclosed
Implementation Timeline:
6 months
“Every time someone left, we lost critical knowledge. Now we’ve built a repeatable, scalable training system — and onboarding is no longer a bottleneck.”
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Supervisor at Fuse HVAC
Client Goals:
1
Preserve company know-how and reduce dependence on in-person mentoring
2
Digitize onboarding and training processes for technical field teams
3
Reduce costs and increase scalability across operations
Does this sound familiar?
Most training lives in senior employees’ heads
Hiring and onboarding are slow and inconsistent
High cost of in-person training with no long-term retention
Difficult to scale training across service teams and locations
No centralized structure for knowledge or learning progress
Before / After Results
Metric
Training costs
Before
High offline training overhead
After
-30% in training expenses
Metric
Number of digitized roles
Before
0
After
16 roles fully digitized
Metric
Knowledge retention
Before
Poor
After
Centralized and accessible via LMS
Metric
Training scalability
Before
Manual and limited
After
Fully scalable across teams
Metric
Before
After
Our business solution: Transformative training with SmartExpert
Roles Covered:
16 core field and operational positions across HVAC, electrical, and appliance repair
1
Format:
Structured learning content including process guides, knowledge base, and certification flows
2
2
Learning Paths:
Role-based onboarding and performance readiness tracks
2
3
Platform:
SmartExpert LMS with learning analytics, knowledge protection, and role-based paths
4
Automated:
- Full 30/60/90 onboarding cycle
- Documentation, assessments, and structured learning plans
- Certification and skill validation
- Analytics dashboards and team insights
- Gamification: points, levels, and team leaderboards
2
5
Additional Benefits
30%
savings on offline training costs
16
key roles digitized for consistent performance
Onboarding
time reduced and no longer reliant on supervisors
Our Process
Intro Call & Strategy Session:
we align on goals, scope, and resources
1
Insights & Recommendations:
learning gaps, bottlenecks, and hidden risks
3
Implementation:
done with you or fully managed by our team
5
2
Audit & Diagnosis:
interviews, workflow analysis, and role mapping
4
Strategy Design:
learning structure, tracks, timelines, gamification, and platform
1
Intro Call & Strategy Session:
we align on goals, scope, and resources
2
Audit & Diagnosis:
interviews, workflow analysis, and role mapping
3
Insights & Recommendations:
learning gaps, bottlenecks, and hidden risks
4
Strategy Design:
learning structure, tracks, timelines, gamification, and platform
5
Implementation:
done with you or fully managed by our team
Ready to transform your learning experience?
We operate in an ever-evolving business landscape, and our mission is to help our partners stay ahead - setting trends, shaping the future, and unlocking new possibilities.
Let’s collaborate to drive efficiency, growth, and lasting success. Contact us today to explore how we can achieve more together.
