International Human Resources Development Corporation

CMS OnlineTMCOMPETENCY MANAGEMENT SOFTWARE

C O M P E T E N C Y M A N A G E M E N T T E C H N I C A L

Overview

CMS Online, IHRDC’s proprietary competency management, assessment, and reporting

tool is an online solution, which includes all the data from competency models; employee,

supervisor, and qualified assessor assessments; individual learning plans; and training results.

CMS Online can stand alone or be integrated into existing learning management or human

resource systems to make data available to supervisors and employees and ensure long-term

sustainability to meet corporate policies and goals.

CMS Online provides every user with the tools they need to manage their competency

development and compliance activities. The system tracks assessments, course completion,

reassessment, and compliance status on a variety of levels—from the individual, to the

employees in a job area, to the entire company.

• INTEGRATED CAPABILITIES Competency models, assessment and verification tools, compliance regulations, and training resources all in one place

• COMPREHENSIVE REPORTING Customized reports on assessment results, individual learning plans, course completion and reassessment tracking, time and resource estimation, and compliance status.

• EASILY ACCESSIBLE MANAGEMENT VIEWS Management views within the system range from macro to micro: from the entire workforce, to a job area, to a single individual.

• EMPLOYEE VIEWS Individuals can see their job requirements,

assessment results, Individual Learning Plan,

learning and development schedule, and career

growth path.

02

CMS Online provides a flexible software system to assess the competency levels of existing and new employees, matching training

resources, and accelerating the development of your workforce. CMS Online clients all use the same commercially available

version of the software, however, by utilizing its configuration parameters, each client is able to tune the system to meet their own,

unique, needs. This capability allows clients to have a system that is customized to their specifications while enjoying the benefits

of using a system that is constantly evolving as part of a commercial software product.

CMS Online’s configurable settings include:

• Industry-leading, dynamic dashboard reporting

• Between three and nine competency levels for each competency unit

• Definable assessment workflows including employee self-assessment, supervisor assessment, qualified

assessor, multiple supervisor assessment, and peer assessment

• Display current or past assessment data to assessors in current cycle

• Super-user defined compliance question wizard to assign compliance requirements

• Learning plan workflows to create and approve learning plans and drive learning

• Multiple settings for email alerts to employees, supervisors, mentors and management

• Client personalization such as adding client logos to the page banners

FLEXIBLE CONFIGURATIONS

Perpetual License

A perpetual license is designed for clients who want to install the software on their own servers and maintain it internally. The client pays the

full license fee at the outset to gain full perpetual rights to use the software, then pays a reduced annual support fee. The support fee provides

for access to IHRDC’s level 2 technical support team and for access to any new releases to the software as and when they are announced.

It is the client’s decision if and or when they adopt and implement new releases.

IHRDC offers two methods of licensing CMS Online.

Managed Service

Our managed service solution, sometimes called a cloud solution, is designed for clients who want to use CMS Online without the internal

workload of managing it. The client pays an annual management fee which covers the cost of licensing and managing the software, level 2

support and access to any new releases. Our managed services customer instances are automatically updated with the latest version of CMS

Online with each new release, thus ensuring that customers are always on the most stable and feature rich version of CMS Online.

The software is run on our servers and the client has access, from anywhere in the world, through a standard browser interface. The servers are

located in a secured data center with all the best practices for security of access.

LICENSING

03

Data Interfaces

OVERVIEW

We have the capability to build an interface between CMS Online and ERP, HRIS and LMS systems. With CMS Online, the data is exchanged

using an interface database. The two systems can exchange data as frequently as required: hourly, daily, weekly.

IHRDC recommends that the system of record for specific categories of data be the publisher of the data.

Our Client

• Manages the export of data from their third party system, e.g. ERP.

• Manages the import of data into their third party system, e.g. ERP.

• Data transmissions are typically performed via automated scheduled jobs.

Interfaces can be set up whether the client is using on premise or managed services.

SYSTEM OF RECORD

Data Interfaces

Employees

Course Completions

Learning Plan Courses

Request

List of employees with all required fields

List of course completions with all required fields

List of courses contained in a user’s learning plan

System of Record

Customer System

Customer System

CMS Online

04

EMPLOYEE RECORDS

The users interface provides the ability for CMS Online users to be sourced from a corporate system such as an ERP. The corporate system would

publish the user information to the interface database and CMS Online would consume the list of users contained therein. This eliminates the effort

of creating and maintaining users in CMS Online. This interface is typically deployed in lieu of single sign-on.

Database Field Name

LAST_NAME

FIRST_NAME

USER_NAME

ACTIVE

SUPERVISOR_USER_NAME

PREFERRED_TITLE

USER_EMAIL

USER_COMPANY_ID

Datatype

nvarchar(100)

nvarchar(100)

nvarchar(255)

nvarchar(1)

nvarchar(255)

nvarchar(255)

nvarchar(255)

nvarchar(255)

Definition

Last Name of Employee

First Name of Employee

Login for CMS Online

Indicates if User is Active/

Inactive

User Name of Employee’s

Supervisor

Current Job Title

COURSE COMPLETIONS

Customers often want to interface CMS Online with their learning management system (LMS) to eliminate the time consuming task of updating course completion

dates on courses completed by users as part of their respective learning plans. CMS Online provides an interface that allows customers to publish course

completion dates from their internal LMS into the interface database. CMS Online consumes internal course completions accordingly.

Database Field Name

LAST_NAME

FIRST_NAME

USER_NAME

COURSE_ID

STATUS

DATE_TAKEN

Datatype

nvarchar(100)

nvarchar(100)

nvarchar(255)

nvarchar(50)

nvarchar(1)

datetime

Definition

Last Name of Employee

First Name of Employee

Login for CMS Online

Course ID of the Course Completed

Status of the Course

Date Course Taken

LEARNING PLAN COURSES

CMS Online provides an interface that publishes courses contained within users learning plans to the interface database. The respective corporate

systems are then able to consume the learning plan courses accordingly.

Database Field Name

CU_ID

CU_NAME

USER_ID

ASSESS_ID

COURSE_ID

COURSE_TITLE

TARGET_LEVEL

DATE_COURSE_ADDED

TRAINING_STATUS

Datatype

int

nvarchar(255)

int

int

varchar(50)

varchar(255)

int

varchar(50)

nvarchar(50)

Definition

Competency Unit ID

Competency Unit Name

User ID of the User Taking Course

Assessment ID

Course ID

Course Title

Target Level for LP

Date Course Added for that User

Indicates Training Status

05

Deployment Options

ON PREMISE

CMS Online could also be hosted on our client’s

infrastructure. Although this configuration puts the most

granular level of control in the hands of the customer,

it also results in customers having the predominant

responsibility for the maintenance of hardware and

software, and upgrading CMS Online with new releases.

HOSTED

With hosted instances of CMS Online, all of the respective

systems would reside on the IHRDC infrastructure.

This option pushes all of the responsibility for hardware and

software to IHRDC thus providing the least effort for the

customer. With the CMS Online Monthly Release Program

that is available to hosted instances, hosted customers are

always ensured of being on the most up to date version of

CMS Online.

06

ON PREMISE

HOSTED

Single Sign-On

OVERVIEW

Single sign-on (SSO) is an authentication architecture that allows users to access CMS Online using their employer network

credentials. This feature eliminates the need for users to enter credentials specifically for CMS Online and allows our client

network administrators to control CMS Online access using corporate procedures and tools as part of their normal business

operations.

IHRDC supports several methods of SSO, including interfacing with Active Directory and corporate identity providers. Given the

industry standards associated with identity providers, the ease of maintenance, and granular level of control offered our clients,

IHRDC strongly recommends using an identity provider for SSO authentication.

07

Minimum Technical Requirements

SERVER REQUIREMENTS

The table below outlines the minimum server hardware and software requirements for CMS Online.

Item

Processor

Memory

Storage

Operating System

Web Server

Database Server

Specification

2.54 Ghz (Dual Core “suggested”)

8 GB RAM (recommended 2 GB free)

1 GB disk space for CMS Online application (including website)

1 GB disk space for SQL Server databases

MS Windows Server 2003, 2008 R2, 2012

IIS 6.0 or higher

ASP.net 2 enabled

aspPDF (PDF printing client provided by vendor)

MS SQL Server 2012

MINIMUM SERVER REQUIREMENTS (DATABASE & WEB SERVER)

DESKTOP SOFTWARE REQUIREMENTS

The table below outlines the desktop software requirements for CMS Online.

Item

Operating System

Browser

Media

Media (optional)

Content

Specification

MS Windows

MS Internet Explorer

Adobe Reader

Adobe Flash control/plug-in

MS Office (to read exported documents)

JavaScript and cookies enabled

Pop-up blocker software must be disabled or programmed to accept pop-ups for CMS site and *.ihrdc.com

Trusted site for *.player.ihrdc.com (both HTTP & HTTPS)

Release

7 or greater

11

10.0.1

V10

2003, 2007, 2010, 2012

DESKTOP SOFTWARE REQUIREMENTS & CONFIGURATION

NETWORK REQUIREMENTS

The table below outlines the network requirements for CMS Online. Note that:• All requirements are based on the bandwidth from the user (or assessment room) to the CMS Server;• The connections must be stable; and• Assessment rooms need dedicated bandwidth dependent on the number of concurrent assessments to be carried out.

Item

Minimum Bandwidth (any single user)

Recommended Bandwidth (single user)

Assessment Rooms

•1-10 concurrent users

•11-20 concurrent users

•20+ concurrent users

Bandwidth

600 kbps

1.2 Mbps

6 Mbps

17 Mbps

Up to 30 Mbps

MINIMUM NETWORK REQUIREMENTS

08

Release

7 or greater

11

10.0.1

V10

2003, 2007, 2010, 2012

Customer Support

OVERVIEW

IHRDC strives to provide best in class support to our CMS Online customers. Many of our internal SLAs are among to most

ambitious in the industry. For example, our first response rate for tickets submitted by customers is one hour while the industry

average for companies our size is 18 hours. With such ambitious service levels, we still perform at an exceptional level. Our

achievement rate for our SLAs is consistently over 95% achieved.

IHRDC provides a full range of support services. For example, some clients have contracted for IHRDC to provide on-site level

1 support. In general, clients provide their own level 1 support and use the IHRDC level 2 and level 3 support that is provided as

standard under the annual support fees.

Level 1 support is intended to provide general users of the system with support on the issues they frequently face, for example

forgotten passwords or requiring assistance in how to use a particular feature of the system.

Level 2 support is generally provided to the level 1 support person and is intended to cover more complex issues such as

correcting data that has been entered in error.

Level 3 support is provided by our Engineering team in Boston, Massachusetts. The Engineering team could provide support to

the level of identifying software issues and correcting them if necessary.

TICKETING PROCESS

IHRDC uses the Zendesk customer service support system to track and manage client support issues. Clients can log into Zendesk

to create tickets, track actions our support team are taking and respond to clarification questions. We identify four levels of

priority for tickets: Urgent, High, Normal and Low.

RELEASE SCHEDULE

IHRDC has an established rhythm of providing monthly patch releases containing bug fixes and quarterly new feature releases.

Our release schedule ensures that CMS Online remains a stable environment that is consistently enhanced to meet the ever-

changing market conditions. Releases are automatically applied to our hosted customers, though we strongly recommend that all

of our customers stay current with the latest release.

Monthly Update

On a monthly basis, IHRDC provides a release containing bug fixes and minor enhancements. Monthly releases are made available to all of our

customers, i.e. instances hosted by IHRDC and those deployed locally on our clients’ infrastructure. To ensure that all of our hosted instances are

kept up to date with the most stable release of CMS Online, these monthly updates are automatically applied according to a published schedule.

Quarterly Feature Releases

In an effort to consistently provide new features based on customer requests and internally targeted strategic initiatives, IHRDC has established

a quarterly release schedule to prioritize, design and develop new features. The schedule aligns with calendar quarters, thus feature releases

are scheduled for March, June, September and December according to a published schedule.

09

To learn more about how IHRDC can help you build

a world-class workforce please visit www.ihrdc.com.

IHRDC was founded in 1969 with a commitment to offer international oil and gas companies excellent products and services to train and develop their workforce. In the four decades since then – from both our Boston headquarters and our offices in Houston, London, Amsterdam, Abu Dhabi, Kuala Lumpur, Jakarta, and Lagos – we have set a worldwide standard of excellence through our Instructional Programs, e-Learning and Knowledge Solutions, and Competency Management. Our offerings are used daily by thousands of industry leaders. For more information please visit www.ihrdc.com.

Our e-Learning and Knowledge Solutions provide your employees with innovative learning resources that offer accelerated, low cost, effective, and on-demand learning devoted to all functional areas of the international oil and gas industry.

• IPIMS –1,089 courses in all areas of Upstream Technology

• Petroleum Online – 12 courses encompassing the complete oil and gas value chain

• Operations & Maintenance – 344 courses devoted to O&M, covering plant operations and maintenance

• Business Essentials – 90 MBA-level courses

Our Competency Management offers you industry-leading competency and compliance products and services that lead to a fully competent workforce.

• Competency Management Service – Competency models, assessments, individual development plans

• CMS Online – The industry’s leading competency reporting and compliance system

• Library of Competency Models – Best-in-class resources guarantee successful outcomes

Our Instructional Programs offer you outstanding programs that teach management and petroleum business essentials using challenging business games.

• Boston Public Offerings – eleven outstanding oil and gas management certificate programs offered annually

• International Workshops – Dar Es Salaam, Delhi, Doha, Kuwait City, and London

• Private In-House Programs – We design and deliver in-house programs that meet clients’ specific needs

• Downstream Oil Programs – Effective training in the commercial aspects of the oil industry in Cambridge, Geneva, London, and Singapore

About IHRDC

To learn more about how IHRDC can help you build

a world-class workforce please visit www.ihrdc.com.

Our e-Learning and Knowledge Solutions provide your employees with innovative learning resources that offer accelerated, low cost, effective, and on-demand learning devoted to all functional areas of the international oil and gas industry.

• IPIMS –1,089 courses in all areas of Upstream Technology

• Petroleum Online – 12 courses encompassing the complete oil and gas value chain

• Operations & Maintenance – 344 courses devoted to O&M, covering plant operations and maintenance

• Business Essentials – 90 MBA-level courses

Our Competency Management offers you industry-leading competency and compliance products and services that lead to a fully competent workforce.

• Competency Management Service – Competency models, assessments, individual development plans

• CMS Online – The industry’s leading competency reporting and compliance system

• Library of Competency Models – Best-in-class resources guarantee successful outcomes

Our Instructional Programs offer you outstanding programs that teach management and petroleum business essentials using challenging business games.

• Boston Public Offerings – eleven outstanding oil and gas management certificate programs offered annually

• International Workshops – Dar Es Salaam, Delhi, Doha, Kuwait City, and London

• Private In-House Programs – We design and deliver in-house programs that meet clients’ specific needs

• Downstream Oil Programs – Effective training in the commercial aspects of the oil industry in Cambridge, Geneva, London, and Singapore

complete details available online:

www.ihrdc.com

blog.IHRDC.com

IHRDC

@

IHRDCTraining

connect with ihrdc

IHRDC/MIDDLE EAST

ABU DHABI

Tel: +971.2.676.2662

Email: abudhabi@ihrdc.com

IHRDC/AFRICA

LAGOS

Tel: +234.803.301.4101

Email: lagos@ihrdc.com

IHRDC/ASIA

KUALA LUMPUR

Tel: +60.3.4065.0800

Email: kualalumpur@ihrdc.com

JAKARTA

Email: jakarta@ihrdc.com

IHRDC/CORPORATE HEADQUARTERS535 Boylston Street, 12th Floor Boston, MA 02116 USA Tel: +1.617.536.0202 Fax: +1.617.536.4396

Email: corporate@ihrdc.com

IHRDC/NORTH AMERICA

HOUSTON

Tel: +1.281.340.8535

Email: houston@ihrdc.com

IHRDC/EUROPE

LONDON

Tel: +44.01420.543427

Email: london@ihrdc.com

AMSTERDAM

Tel: +31.299.373480

Email: amsterdam@ihrdc.com

IHRDC has Representatives in: BRAZIL, INDIA, KUWAIT, MEXICO, PAKISTAN, QATAR, VENEZUELA, AND VIETNAM.