Dale Carnegie Training Case Study

1. Case Study Sheri Bogener Director of Product Services Dale Carnegie Training

2. Introduction Many training organizations are recognizing new challenges and opportunities related to their training content. While learners still value printed materials, they increasingly also expect digital and mobile versions and the convenience that accompanies those formats. While training firms often want to support this demand, concerns about the protection of intellectual property, and incremental costs can become sticking points. 2

3. In this case study, we explore how Dale Carnegie Training partnered with SharedBook to meet the following goals: • Enhance printed training content with digital and mobile formats • Protect their valuable intellectual property • Reduce printing and shipping costs • Establish an on-demand customization platform for franchisees 3

4. Company Overview: For over a century, Dale Carnegie has been improving individual and busi- ness performance around the world. Dale Carnegie’s Training methods are proven to sharpen professional skills and transform people into successful, fulfilled individuals. Headquartered in Hauppauge, New York, Dale Carnegie Training is represented in all 50 of the United States and over 90 countries. Over 190 global franchisees use their training and consulting services with- in companies of all sizes, in all business segments, across 25 languages to increase knowledge and performance. The result of this collective, global ex- perience is an expanding reservoir of business acumen that clients rely on to drive business results. 4

5. Dale Carnegie Training emphasizes practical principles and processes by designing programs that offer people the knowledge, skills, and practices they need to add value to the business. Connecting proven solutions with real-world challenges, Dale Carnegie Training is recognized internationally as the leader in bringing out the best in people. 5

6. Key Challenges Within Dale Carnegie Training, the Product Services Department supports global franchisees by providing all classroom materials including printed participant manuals, instructor manuals, class powerpoints, sell sheets, syllabi, wall charts, etc. Additionally, the Product Services Department supports customi- zation requirements for training events. They had a goal to improve their existing printing process while simultaneously establishing a mobile-capable infrastructure for their custom training materials. 6

7. The Product Services Department Faced 3 Main Challenges: Improve an Outdated Print and Ship Model Decentralize an Internal Customization Process Meet Clients’ Mobile Expectations 7

8. Improve an Outdated Print and Ship Model Challenge Dale Carnegie Training historically relied on a traditional printing partnership with produc- tion occurring in 1-2 centralized production hubs. They paid for shipping to their many training locations, often paying a premium for expedited shipping. 8

9. Improve an Outdated Print and Ship Model Solution Reducing Shipping Costs with Decentralized Printing For customers like Dale Carnegie Training who are interested in printing training materials, SharedBook provides an efficient and cost-effective alternative to printing at centralized hubs and paying for expensive shipping. By leveraging over 1,800 convenient production locations, SharedBook allows Dale Carnegie Training and others to eliminate shipping costs by printing materials near each training event and receiving free delivery within a 30-mile radius. Because materials are printed in proximity to events, same day delivery is also possible. This approach reduces lead time requirements and creates more flexibility for customers. 9

10. hubs and experienced a high cost for shipping. And, periodically, we had last minute orders. “We were stuck printing out of 1-2 same day distribution needs. With SharedBook, we now have more delivery options at lower costs.” Our previous vendor couldn’t support our 10

11. Decentralize an Internal Customization Process Challenge The Product Services Department was responsible for 100% of the customization work related to training materials. Although customization and personalization is an enormous value-add to the end user and franchisee, the centralization of these activities created long lead times and higher (internal) pricing for services than necessary. 11

12. Decentralize an Internal Customization Process Solution Decentralizing Training Materials Customization SharedBook helped Dale Carnegie Training extend more customization ability to their franchisees while maintaining control. The Product Services Team was able to pre- approve a collection of training modules and load those into SharedBook. Franchisees were given access to the pre-approved training module collection where they could now build custom sets of pre-approved resources, order printed copies, or distribute digitally to their trainees without having to engage the Product Services Team. This self-serve model instantly created an on-demand custom solution at scale for all of the Dale Carnegie Training franchisees. 12

13. Meet Clients’ Mobile Expectations Challenge While there has always been real value in delivering a physical workbook or manual to clients, Dale Carnegie Training’s view is that the landscape is evolving and participants are expecting a choice of using print or mobile devices. They wanted to provide materials in both print and mobile formats as a convenience to participants and to provide as much value as possible. 13

14. Meet Clients’ Mobile Expectations Solution Meeting Clients’ Mobile Expectations Protecting intellectual property is critical to Dale Carnegie Training’s revenue streams. Shifting from a traditional printed model to a mobile access model required complete security and control over the content. SharedBook’s solution allowed them to deliver mobile content in a completely secure and controllable environment. End users could access Carnegie’s content online or offline via PC, iOS and Android devices with features such as highlighting, note taking, peer collaboration and cross-device syncing. 14

15. Meet Clients’ Mobile Expectations Solution Cont’d While end users benefit from the convenience of mobile access, Dale Carnegie Training maintains complete control over their materials including visibility into how each user is interacting with their content. Users cannot share or download files to any other applica- tions, and Dale Carnegie Training can withdraw access at the individual or group level at any time. 15

16. A Rapid, Supported Implementation Process With a large network of global franchisees, the Dale Carnegie team anticipated a com- plex implementation process and significant time investment to ensure a successful roll- out. They were delighted and surprised by the ease of implementation and how fast the SharedBook platform took hold with franchisees. SharedBook’s platform was able to process their existing documents; no reauthoring of content in new formats was required. The Dale Carnegie team was able to simply upload their existing files into their secure cloud-based Content Collection and begin printing or digitally distributing within minutes. 16

17. The simple and intuitive nature of SharedBook’s interface allowed franchisees to learn how to use the system with very little training. Dale Carnegie Training’s Sheri Bogener summarizes it best. “It’s been very easy on our team because it’s so intuitive and the support materials are so detailed. Our franchisees know now that once a project has been finalized, they’re going to be able to easily place an order on their own.” “In addition to solving our specific challenges, we need highly-responsive partners. The SharedBook team is always available, and very responsive which I absolutely love!” 17

18. Business Impacts Through their partnership with SharedBook, Dale Carnegie Training has realized the following positive impacts for their business: A reduction of printing and shipping costs related to training materials Flexibility to meet rapid production timelines through local printing The ability to extend digital and mobile access while protecting their IP Greater ability of franchisees to self-serve customization needs within boundaries set by the Product Services Department The ability for the Product Services Department to invest more time in other services which create value for their franchisees 18

19. Create More Training Value With SharedBook as your partner, you can enhance your training content with digital and mobile formats, while reducing printing and shipping costs. START 30-DAY TRIAL 1-734-302-6752 | wkirtz@sharedbook.com | sharedbook.com