The Role of AI in Learning Platforms

Join in for this episode exploring the role of AI in learning platforms with Microsoft 365 MVP and LinkedIn Learning contributor Chantal Bossé. If you're questioning how AI will change expectations for instructors and content designers, this is for you! Chantal and fellow Microsoft MVP Rick McCutcheon and ClickLearn's Daniel Garcia share the latest developments in AI and learning platforms including Microsoft's CoPilot, ChatGPT, and more. With a focus and passion for Teams and PowerPoint, Chantal covers the past to the present in learning content creation and outlines what forms of content work best for which platforms –and what instructors and creators of learning content can expect with (and from) AI! Spoiler alert: Use AI as a content creation assistant and not a driver!

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Digital Adoption Talks episode 19 cover

Chantal Bossé on AI in Learning Platforms

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You can use AI, but the bottom line is we should always check what has been blurted out by the AI, making sure it’s right, making sure it feels human and that we’re not just on…

It’s called copilot for a reason. It’s not being on autopilot. We should use it as an assistant, not as the driver of our content.

Chantal Bosse

Chantal Bossé, Microsoft 365 Trainer, Speaker, & Author

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The quick overview

Are you looking to get ahead in the digital adoption game? Then you don’t want to miss out on this episode of Digital Adoption Talks. We’re revealing news on developments in Microsoft Copilot and ClickLearn’s integration with OpenAI.

We’re talking about the forefront of how AI is helping with digital adoption, from providing personalized onboarding experiences to bringing relevant content directly to the right users at the right time. You’ll even hear about a hack for your Teams channels from Microsoft MVP Chantal Bossé.

You’ll hear about the need for technology for improving customer experiences. This podcast delves into the importance of staying up to date on new technologies and understanding how to apply them to solve customer problems. 

We explore how AI-based tools can help with digital adoption and the need to design onboarding experiences that are tailored to the user. We also discuss the value of having conversations about digital adoption with clients early on in the project and ways to extend user adoption across multiple applications and workflows. 

Listen and watch to the podcast on YouTube

The full transcript

 

[00:00:00] The Role of AI in Learning Platforms

Rick McCutcheon: Hello, everybody. My name is Rick McCutcheon. I’m a Microsoft business application MVP. And we’re here today on digital adoption talks. There are over 300,000 professionals on LinkedIn today with digital adoption in their job title. So that’s why we put this podcast together to talk about digital adoption in the Microsoft world ecosystem. My regular guest host co-host is Joachim Schiermacher. He’s not available today, so we brought his able-bodied stand-in, Daniel Garcia, along. So Daniel, say hello to the audience.
Daniel Garcia: Hello, everybody. Pleased to be here, Rick.
Rick McCutcheon: Thank you. Okay, great. So I’m going to introduce our guest and we have another MVP on this week.
And our guest is Chantal Bossé, a PowerPoint MVP speaker, coach, author, expert trainer, and a LinkedIn learning platform contributor. So let’s welcome Chantal to Digital Adoption Talks.

[00:01:00] Power Point MVP to Microsoft MVP

Chantal Bossé: Thank you. I’m really glad to be with you two this morning or whatever the time zone because that’s the beauty of being virtual now.
Rick McCutcheon: Okay, Chantal, so why don’t we get started by sharing your history, why you’re an MVP and talk a little bit about your insights into the current learning platforms.
Chantal Bossé: Absolutely. It all started when I was attending a trade conference. It was called the PowerPoint live at the time in 2005, attended for many years, but I met a lot of the PowerPoint MVPs, even the Microsoft people that were attending at the time they noticed my technology savviness so to speak, and that I was also involved in giving back to the community.

[00:02:00] MVP since 2013

So I got my first award as a PowerPoint MVP in 2013. So that’s how it started. But at the time, what I realized is that when you get involved with Microsoft people, that’s also when you start getting more curious about the technology. And even though at the time Office 365 had been already around for a couple of years, I got more interested, hopped in.
And when I got involved with Teams, totally fell in love with the technology. So I’m a really big Teams fan, which led me to learn even more. And, of course, we have that famous 2020 year that led me to do a whole lot more training and did a lot of training on LinkedIn, learning about Teams and how you can better collaborate and communicate with your peers with the whole ecosystem.

[00:03:00] Fast pace of change for Teams and PowerPoint

Which meant that now they also, I don’t have an official title, PowerPoint or Teams MVP anymore because they call us Microsoft 365 MVPs, but I am recognizing both technologies because I’ve been doing a lot of work with it. So that’s in a nutshell. How I fell into the MVP title and totally enjoying it.
This community is great. A lot of peers we can rely on when we’ve just stumbled on a bug or something that we don’t understand. It’s so fast-paced right now that we have to rely on other great minds to help us once in a while.
Rick McCutcheon: Absolutely. So Daniel, would you like to add anything?
Daniel Garcia: Yeah this subject hits close to home.

[00:04:00] AI changes for PowerPoint and Teams

I feel like I live inside of Teams. I feel like every single meeting involves PowerPoint and unfortunately there’s a lot of people out there that might not have the necessary skills where they write a whole paragraph and you’re thinking to yourself, what the heck is going on? So I’m very happy and excited to have Chantal on this session and to learn more about what she’s doing to help people be effective communicators in this space for sure.
Rick McCutcheon: Chantal, you must be very excited about what AI means to both PowerPoint and to to Teams. Maybe we can talk a little bit about that.

[00:05:00] LinkedIn Courses for Copilot in the works

Chantal Bossé: Yeah, and it’s funny because for an unknown reason that AI has been around, I tried chat GPT, like probably many people in the technology world, and I don’t know, I just did not like it as much, but I’m working right now on some new courses that will involve Copilot because I was lucky to have an access granted by LinkedIn to help me prepare. And now I’m really getting more excited. And even the Bing, improvement, I’ve been trying it a whole lot more. And I really think we can have a good basis for training for whatever the topic to speed it up, make our lives easier.

[00:06:00] Check references for AI and make sure it feels human

What I like is when I do have some references, so at least you can check because I think that’s the whole point. You need to make sure that whatever you’re trying to either. Start from scratch, have, you’re afraid you have that blank page, you have something to create, you can use AI, but the bottom line is, we should always check what has been blurted out by the AI, making sure it’s right, making sure It feels human, and that we’re not just on, it’s called co pilot for a reason, it’s not being on autopilot.
We should use it as an assistant, not as the driver for content.

Rick McCutcheon: So this is interesting, we start going down this corridor, Chantal, because learning styles are changing. Like we used to sit through a three day course and learn Excel, now we want bite-sized pieces to teach us as we go.

[00:06:30] How is AI going to affect the way we learn going forward?

Chantal Bossé: Oh boy, and what you just mentioned popped into my mind when I was doing instructional design. At the time, we were working months on courseware, and people would be in classes with an instructor sometimes for weeks, which, okay, it was right at the time, but right now, it’s so fast-paced that it needs to be really laser-focused.

[00:07:00] Organizations are still using outdated materials for training

I think what I know that I find I like for myself since I’m developing courseware and training and mostly it’s really bite size. You need to be laser-focused. Because whatever the topic, what I’m saying today might not be totally true in three months or even next week. I think the best example that I have right now, I have some Teams training coming up.
And the organization that’s hiring me, they have that content. It’s nice. The participant’s manual is nice. But it’s all with, let’s call it the old Teams interface. We all know that now we have that new Teams. Many people are probably using it. And if they’re not using it, Microsoft will probably just push it down everyone’s funnel in a couple of months.

[00:08:00] AI can help with research

If you’re developing a lot of things. Thinking, Oh, I’ll be good for quite a few months. That’s not totally true. And that’s when AI can be helpful. When we have engines that are mostly up to date, and you try to question what are the new things? That speeds up the process. Instead of having to do all that research myself.
Although I got an interesting result at one point at the time I tried chat GPT because I want to have the whole 2022 year at what were the new features added in the whole Microsoft ecosystem because I was doing a course on only on new features and when I, not for teams, for the whole, all the applications, I tried to figure, okay, what will the end users find interesting for that course?

[00:09:00] Limitations of AI

So let’s just pop it in. I think there were 771 new features for 2022. Then I tried, okay, let’s try to just funnel it down. Try ChatGPT. Oh, cannot help you because my data goes to September 2021. I said, Oh shoot, I have to go through the list and just take out what makes sense. So at the time it did not make sense, but the more we use it, the more the AI learns and we have more recent data.
I do have the feeling it will help us as content creators to get more up to date information and gather information more, much more quickly, instead of spending hours and hours fiddling through the results. So I guess it will be interesting.
Rick McCutcheon: So Chantal, let’s, the modern learner today, how long do they stay engaged when you’re building a piece of content?
How long do you want to build it for?

[00:10:00] Create learning videos of 3-5 minutes to keep it lively

Chantal Bossé: We do have a rule of thumb. At the same time, I would say it depends. Depends on the learner. Depends how you make it engaging. If I use the LinkedIn learning example, that’s why we’re always aiming at videos that are three to five minutes. Because then it’s really lively.
It’s fast-paced. You’re focusing on one thing to accomplish. And I think that’s probably more digestible for most learners. Whatever the type they are, as long as we keep it engaging, then they’ll be able to go through it. If it’s a training, whether virtual or live, virtual, I have the feeling now it’s getting more difficult to keep people engaged.

[00:11:00] Learners need an engagement every 5-10 minutes

We have to put in a lot of engagement pieces, whether it’s a poll, whether it’s making them use reactions, making them test something. My rule of thumb for virtualtraining, usually I try not to ramble more than 5 or 10 minutes, have them accomplish something, have an action, and then we move on, but we have, we do need a fast pace delivery for whatever training we’re we’re giving virtually because usually people are watching emails or doing something else at the same time.

So we have to keep them engaged by being more fast paced. When we go back to a training room or boardroom, what’s interesting is that we have a human connection. So we might be able to deliver a little bit more content, 20 minutes and change the pace.

[00:12:00] Pacing of content and feedback is crucial

Because we have that emotional connection we cannot have virtually, at least it’s more difficult to get it when you’re virtual instead of being in the same room. Yeah, we do have rules that I try to stick to, but the answer, it depends. It really depends on how you’re pacing your content so people keep engaged, but as a trainer, that’s how we need to make sure that we have an eye on how people react in the room.
Easy. They seem to be zoning out, then let’s just change the pace right now. Virtually that depends, because in the past year and a half, I have the feeling people have been more disengaged. I have to train large groups, 12, 15 people. Everyone is not on camera, they’re not just not engaged with the camera, so I have the feeling I’m talking to myself and I’m asking them to engage and react, but it’s my own show, I have the difficulty of not getting that feedback, so really interesting world and we have to adapt.

[00:13:00] Role-based training coming to the forefront

Rick McCutcheon: Daniel, would you like to add anything?
Daniel Garcia: Yeah I think the one thing that keeps coming up is change, the one constant in life, and the vast amounts, right? Chantal, you talked about 700 different features, and that requires you to be laser-focused on what you’re going to be talking about. And so what we see with the enterprises that we work with and collaborate with is we’re seeing this tendency to, to your point, Rick of micro bite size role-based training.

[00:14:00] Learning in the flow of work while in Teams

And, but then also incorporating it into the flow of work. So one of the things that, that we’re very excited about is we’re, in essence, we’re taking this language model, large language model, put it in a box and feed it with. All the sets of instructions pertaining to a business system for one company only, and then giving the users the opportunity to interact on with normal language, not only within the business system, inside of Teams.
So I’m, I work and live inside of Teams. And now, all of a sudden, I will be able to have this genie, this expert in business processes relating to my business accessible from within Teams. And so this is how, this is our take to market demands of dealing with lots of different features that need to be trained on, managing change over time, and then delivering it to the users, right?
So you’re laser-focused on who they are in the company and where they are in the system and then provide them the support that they need at that particular time. And so we’re stepping up to the plate. We’re also doing that.

[00:15:00] Training needs to be created for the learner’s daily reality

We’re taking AI, and it’s our take to help the users deal with all of this change, the never-ending change, right?
Chantal Bossé: And what you mentioned is so true about being as close as possible to the learner’s reality. If we’re just training for the sake of helping them learn features, that doesn’t work. It won’t stick. It needs to be really close to what they’re doing on a daily basis. For example, I’m training on Teams. Usually I tell my clients to give me access to your Teams.
So I’m in there, even if I’m there as a guest, it’s better to make sure that they are working and trying it out in their own environment, not in my fake training environment. It won’t make sense. They need to be able to try it. With all the features that they would have available on a daily basis, not being stuck as a guest in Teams.

[00:16:00] Training needs to be agile

So being close, and even though that’s a really long time ago, doing instructional design, we called it at the time, being as close to the wall as possible. You need to be close to their reality on their daily basis. Yeah. And right now. That means if we want to do that, it needs to be very short because it’s changing too quickly.

Rick McCutcheon: Chantal. On the Teams front, are you seeing organizations making Teams really the modern desktop of where you’re going to access all your applications?
Chantal Bossé: I see a variation of this because I see some organizations that are jumping in and sometimes they’re not sure what they want to do, depending on the level of technology expertise that their teams have.

[00:17:00] People need to be able to learn inside Teams

Sometimes I will say, you know what, if we make sure that we make Teams that are one-stop shop, it might be easier. Especially for people who are not really techno-savvy, because having to open browsers and go elsewhere and learn about SharePoint on its own sometimes is really taxing and difficult for some people.
On the other hand, I had a training just yesterday with a small team, they they migrated from Google Workspace to Microsoft 365, but they had a specific process. It’s a publishing house, so the process they had in place, we wanted to make sure that they would almost replicate it, but within Microsoft 365.
So that meant figuring out, ‘is Teams the best way to do it?’ Since they were used to having Dropbox and Slack Teams became a nice place to be able to have your conversations about your authors within channels.

[00:18:00] Teams channels hack from Chantal Bossé

But at the same time, I made sure they realized they should be careful because you have a certain amount of channels you can use.
So use them for ongoing projects, for conversations. But when they’re done, remove them because then you’ll max out for your team.

But instead of using the files within themes, they decide to create a SharePoint library. And they synchronize it to the PCs of their employees.
So for now, that works for them, but I made sure they realized that going forward, if they decide to change, and their team is really good with technology, so that’s a good starting point, but maybe they’ll be using more teams in the future.

[00:19:00] Easier for users if they don’t feel overwhelmed with Teams

As you can see, sometimes if they don’t know what to do I think it’s easier to make sure the team will just embrace the whole technology of teams using the applications and the conversations and the channels and whatever else. If they already have something, then we have to adapt. And that’s the beauty of having such a rich ecosystem, because we can just make sure people can do the move.
They don’t feel overwhelmed, and then I’m quite sure they’ll probably embrace more features within Teams in the future. But right now, they have a good starting point. So I do see a variation of Teams adoption.
Rick McCutcheon: Okay, Chantal, thank you very much for participating today in this digital adoption talk. Any closing thoughts about digital adoption, the modern workplace, or where you’re taking your curriculum in the future?

[00:20:00] AI will help us save time and learn about new features

Chantal Bossé: I think, and that’s something Daniel mentioned, we have to become comfortable being uncomfortable because change is there to stay. We’ll have changes all the time. We just need to keep up to speed, try to be on the platform, learn about the new stuff coming in, and just go with the flow. And we’ll probably rely more on AI to tell us about the new features as we go.
So we’ll save time.
Rick McCutcheon: Okay. Thank you, Daniel. Any closing thoughts?

[00:21:00] New technology for AI in the learning process coming soon

Daniel Garcia: Thank you, Rick and thank you, Chantal for having me be part of this session. I think the future is very bright with the integration of AI into the learning process. Bringing it into the flow of work by means of bite-size, role-based training.
And so we’re very excited to be a part of this change as well with all of the technology we have coming out at ClickLearn.