Scaling enterprise capability through AI literacy, system consolidation, and data-driven learning design
As Invoca evolved toward AI-powered product innovation, limited headcount and leaner teams meant the company needed to build capability without adding FTEs. To sustain momentum and efficiency, I partnered with the CFO, SVP-HR, IT, and executive leadership to launch Invoca Academy — a company-wide initiative to assess skills, embed AI literacy, and streamline system adoption through a secure, data-compliant platform.
Hosted in Skilljar and integrated across our G Suite ecosystem, Invoca Academy unified learning, governance, and analytics while fostering an organization-wide comfort with generative AI. This wasn't just about training — it was about transforming how we build capability in an era of constrained resources and accelerating technology.
The transformation came at a critical inflection point. We were operating with limited FTE growth post-restructuring, facing inconsistent system usage and AI readiness across departments, and needed secure, compliant AI experimentation within our G Suite environment. Add to that fragmented training vendors and overlapping software costs — we needed a fundamental rethink of how we develop our people.
The transformation rested on four interconnected pillars
Launched G Form surveys achieving 92% response rate to gauge AI readiness and skill maturity by function. Benchmarked usage data across Greenhouse, Salesforce, Looker, and internal apps to identify capability gaps and system adoption barriers.
Partnered with IT to consolidate redundant SaaS tools and unify data through Skilljar and G Suite. Established vendor review cadence to ensure SOC 2 and GDPR compliance across all learning platforms.
Designed role-specific learning modules leveraging real industry tools: ChatGPT and Gem for Recruiting, Gong and Chorus for Customer Success, GitHub Copilot for Engineering, and Jasper AI for Marketing — all built in Skilljar and tracked via G Suite.
Linked Skilljar completion data with Lattice and Peakon metrics for leadership dashboards. Partnered with Finance to publish quarterly "Capability ROI" reports in Google Data Studio, ensuring transparency and strategic alignment.
From assessment to impact — how we brought the strategy to life
| Initiative | Description | Business Impact |
|---|---|---|
| Company-Wide Skills Survey | 92% participation; baseline AI readiness by function | Guided learning path design & reskilling priorities |
| Invoca Academy Launch (Skilljar + G Suite) | Centralized learning and compliance hub | 78% monthly active learners; 52% reduction in external training spend |
| AI & Systems Enablement Campaign | "Better Systems, Better Skills" internal rollout | 30% productivity lift across recruiting, ops, and CS |
| Vendor Consolidation with IT | Reduced 14 learning-adjacent tools to 9 | $480K annual cost savings; unified data governance |
| Adaptive Learning Design | Self-paced, cohort, and lab modes for diverse learners | +20% improvement in learning satisfaction (Peakon) |
| Capability ROI Dashboard | Aggregated Skilljar, Finance, and Lattice data | 1.9× ROI on L&D investment within 12 months |
Measurable impact across cost, engagement, and productivity
Visual representations of system architecture, adoption metrics, and learning design
Integrated learning ecosystem across Skilljar, G Suite, HRIS, and Finance analytics
Journey from awareness to measurable productivity gains
Vendor reduction from 14 to 9 tools, generating $480K annual savings
Pre/post transformation readiness scores by function
Role-specific AI tool adoption pathways
Training investment vs. output per FTE showing 1.9× ROI
"Invoca Academy transformed learning into a competitive advantage. By embedding AI literacy, consolidating systems, and aligning budgets with ROI, we enabled teams to do more with limited headcount — increasing productivity, compliance, and confidence across the enterprise." — Executive Reflection on Capability Transformation
Comprehensive performance indicators across participation, productivity, satisfaction, and ROI
| Metric | Before | After | % Change |
|---|---|---|---|
| External Training Spend ($) | 920K | 440K | –52% |
| Monthly Active Learners % | 42 | 78 | +86% |
| Productivity Index | 100 | 130 | +30% |
| Learning Satisfaction (Peakon) | 68 | 82 | +20% |
| Vendor Count | 14 | 9 | –36% |
| Annual Savings ($) | — | 480K | — |
| L&D ROI | 1.0× | 1.9× | +90% |
| AI Readiness Score | 58 | 84 | +45% |
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