{"id":75775,"date":"2026-06-01T19:50:34","date_gmt":"2026-06-01T19:50:34","guid":{"rendered":"https:\/\/totara.com\/customer-stories\/brightshores-health-system-cuts-compliance-reporting-time-by-70-with-totara\/"},"modified":"2026-06-01T19:50:34","modified_gmt":"2026-06-01T19:50:34","slug":"brightshores-health-system-cuts-compliance-reporting-time-by-70-with-totara","status":"publish","type":"customer-story","link":"https:\/\/totara.com\/us\/customer-stories\/brightshores-health-system-cuts-compliance-reporting-time-by-70-with-totara\/","title":{"rendered":"Brightshores Health System cuts compliance reporting time by 70% with Totara"},"content":{"rendered":"\n
\n

Brightshores Health System is a regional healthcare provider in Ontario, Canada, delivering care across multiple sites and managing extensive role-based compliance training requirements for its clinical and operational workforce.<\/p>\n

The Challenge<\/h3>\n

Brightshores\u2019 Organizational Development team needed to give managers and team leads timely, audience-specific visibility into compliance training across a complex healthcare workforce. The existing reporting workflow was largely manual: the LMS Specialist was pulling course-by-course data, mapping it against role requirements by hand, and distributing reports across the organization.<\/p>\n

The complexity wasn\u2019t routine. Brightshores\u2019 compliance structure layered course completions and seminar attendance tracking against position-specific training requirements; the same course might appear in multiple tracking buckets, with different audiences required to complete different subsets.<\/p>\n

Manually pulled reports went stale within days, and frequent manager team turnover meant the people receiving reports often weren\u2019t the ones who originally requested them. Compliance reporting consumed disproportionate administrative time and still left managers working from outdated information.<\/p>\n

\"\"
(Before): The manual compliance tracking workflow. Excel workbooks with separate tabs for each compliance program \u2014 Code of Conduct, IPAC, WHMIS, EDI, Violence Prevention \u2014 and conditional formatting to flag missing or expired certifications. Reports were assembled manually for each manager and went stale within days<\/em><\/figcaption><\/figure>\n

The Solution<\/h3>\n

Lambda partnered with Brightshores on a multi-phase modernization, beginning with an upgrade to Totara 19 to give the team access to the latest reporting engine and a stronger foundation to build on.<\/p>\n

As part of the upgrade, Brightshores\u2019 LMS Specialist conducted a comprehensive environmental scan of the system\u2019s full course catalog \u2014 roughly 300 courses \u2014 and built a course-to-position matrix mapping which roles required which training. This single source of truth replaced fragmented manual lookups and made audience-based reporting possible for the first time.<\/p>\n

With the matrix in place, the team adopted a deliberate hybrid approach.<\/p>\n

For everyday compliance and completion visibility, Brightshores\u2019 LMS Specialist built eight manager-scoped reports directly in Totara 19 \u2014 covering mandatory corporate training, certification completion, course and program completion, learner-level breakdowns, and seminar attendance. The reports leverage role-based default views and embedded charts that V19 surfaces natively, and went live for managers immediately, providing core team-tracking visibility without external development.<\/p>\n

For the more complex requirements \u2014 courses that span both regular completion and seminar tracking, cross-course correlations, and audience-specific dashboards tailored to each manager\u2019s team \u2014 Brightshores re-engaged a Zoola Analytics project that had originally been scoped in 2023 but paused.<\/p>\n

Zoola, Lambda\u2019s reporting and analytics layer for Totara, connects directly to the Totara database via a real-time replica and supports custom data sources purpose-built for Brightshores\u2019 compliance model.<\/p>\n

In April 2026, Brightshores and Lambda formally restarted the Zoola dashboard build, leveraging the original 2023 dashboard request form and audit work as a foundation. Updated requirements have been submitted via Lambda\u2019s support portal, Lambda\u2019s Zoola developer is conducting the technical assessment to scope the build, and a full Zoola walkthrough and training session for the Brightshores team is scheduled for June 3, 2026.<\/p>\n

\"\"
(After): The new Reports landing page for managers in Brightshores’ Totara 19 environment \u2014 eight role-scoped reports replacing the manual workflow shown in Figure 1.<\/em><\/figcaption><\/figure>\n

The Result<\/h3>\n

The combination of Totara 19, the course-to-position matrix, and custom Totara reporting has shifted Brightshores\u2019 compliance reporting from a backwards-looking, manual process to a real-time, role-aware foundation serving 2,300 staff.<\/p>\n

Manual reporting time for the LMS Specialist has dropped from 5\u20137 hours per week to 1\u20132 hours per week \u2014 a roughly 70% reduction \u2014 and over 40 hours of administrative time have been saved across the team since the beginning of April 2026 from Totara native reporting alone, even before Zoola dashboards go live.<\/p>\n

Dynamic audiences now reflect specific department training requirements; staff are no longer missed when job changes happen, and training is assigned in real time, relevant to each position.<\/p>\n

Managers and team leads have direct, on-demand access to eight pre-filtered reports tailored to their teams.<\/p>\n

Status badges colour-code training records \u2014 green for active, assigned, and upcoming items, red for overdue \u2014 giving managers an at-a-glance visual triage of their team\u2019s compliance posture, replacing the monthly reporting cycle that used to go stale on arrival.<\/p>\n

Team leads can now pull and share reports with their managers directly, supporting them with timely training reminders instead of waiting on the LMS Specialist.<\/p>\n

Each manager sees only what is relevant to their team, eliminating report volume overwhelm.<\/p>\n

The hybrid reporting model is in place: Totara native handles everyday compliance and completion visibility, and Zoola Analytics is being built for the complex cross-course and audience-specific requirements that exceed native capabilities, with the Brightshores team walkthrough scheduled for June 3, 2026.<\/p>\n

Freedom outcomes:<\/b><\/p>\n

    \n
  • Freedom to save<\/strong> \u2014 manual reporting overhead reduced ~70%, freeing the LMS Specialist for higher-value work and getting accurate, audience-specific data to managers faster.<\/li>\n
  • Freedom of choice<\/strong> \u2014 the hybrid model lets Brightshores match the right tool to each reporting need: Totara native where it suffices, Zoola where complexity demands it.<\/li>\n
  • Freedom to learn<\/strong> \u2014 automated, audience-based reporting ensures the right people receive the right training and managers maintain current visibility into compliance.<\/li>\n<\/ul>\n
    \"certifications
    Manager Certification Completion report (Sample manager view; test data for demonstration). Status badges colour-code training records \u2014 green for active, assigned, and upcoming items; red for overdue; amber (not pictured) for expiring soon \u2014 giving managers an at-a-glance visual triage of their team’s compliance status.<\/em><\/figcaption><\/figure>\n<\/div>\n <\/div>\n\n\n
    \n
    Since the upgrade to Totara 19, we\u2019ve already moved to a whole different spot. Having default report views at the front for managers and team leads, no matter what level or position they\u2019re looking at, has been a huge win for us. For everyday compliance, I\u2019ve built reports directly in Totara, and that\u2019s been really successful. For the complex cross-course pieces where native reporting can\u2019t quite get us there, Zoola gives us a way to combine everything and have it at the ready for managers, instead of pulling reports that go stale within days.\n<\/blockquote>\n
    \n
    \n
    \n \n <\/div>\n <\/div>\n
    \n Alexx Barlow,<\/strong>\n
    \n Organizational Development and LMS Specialist, Brightshores Health System <\/figcaption>\n <\/figure>\n <\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","tax\/tags":[],"tax\/countries":[751],"tax\/sectors":[793],"org-size":[783],"tax\/solutions":[778],"tax\/topics":[],"tax\/industries":[],"class_list":["post-75775","customer-story","type-customer-story","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/customer-stories\/75775","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/customer-stories"}],"about":[{"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/types\/customer-story"}],"wp:attachment":[{"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/media?parent=75775"}],"wp:term":[{"taxonomy":"tag","embeddable":true,"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/tax\/tags?post=75775"},{"taxonomy":"country","embeddable":true,"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/tax\/countries?post=75775"},{"taxonomy":"sector","embeddable":true,"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/tax\/sectors?post=75775"},{"taxonomy":"org-size","embeddable":true,"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/org-size?post=75775"},{"taxonomy":"solution","embeddable":true,"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/tax\/solutions?post=75775"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/tax\/topics?post=75775"},{"taxonomy":"industry-tax","embeddable":true,"href":"https:\/\/totara.com\/us\/wp-json\/wp\/v2\/tax\/industries?post=75775"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}