Categories for Product News

Xero-U Released

January 15, 2015 3:09 pm, Published by

In December 2014, Xero-U was released, and we were so happy to play a part

The world of accounting is changing, and with so many businesses looking to make the move to cloud computing, there’s the potential for a lot of people to be a bit confused as to where to start the process.  Thankfully, there’s an easy place to find out.

“This year we relaunched Xero U, a free customised self-paced learning environment for accountants and small businesses, to help us achieve this and educate more people about benefits of the cloud.”
Victoria Crone, Xero NZ Managing Director in Press Release 18/12/2014

And the best part?  It’s all set out in a way that it’s easy to find the course best suited to your needs.


Xero was able to focus on creating a site that is both functional and sexy by taking advantage of our easy to use, comprehensive API and import/export functionality.  The result?  Users simply click on their position, select the area they’re interested in and see what’s available to them; while Xero can continue to manage their courses and contacts in the Arlo platform.

2015-01-07 09_28_46-DRAFT - Blog_ XeroU Release - Google Docs

Here at Arlo, we’re so impressed by the new site and are stoked to have our API supporting Xero in creating such an innovative and intuitive solution.

Further Reading:

Xero U: Your education, your way
Xero U: Creating success through tailored education

Check out Arlo’s new and planned features

October 7, 2014 12:52 pm, Published by

Check out our latest Arlo Service Overview video to see if there are any new features that you may be interested in.

The new service plans on our website also provide a list of key features that you might like to review.

We’re currently hard at work on both our mobile app for marking attendance for Android and Windows phones, as well as our Salesforce integration, and next month we will be releasing the beta versions of these for you to test.

If any of the features are of interest, contact our support team at

Introducing Arlo!

September 12, 2014 12:57 pm, Published by

We are excited to announce our fresh new name and brand: Arlo.

Why Arlo?

We wanted a name with a bit of personality, something that was catchy and a little different from the rest.  Arlo is also friendly sounding and approachable – just like us, really!  And what’s more it is nice and short with a short URL:

What was the catalyst for change?

The name “LearningSource” was well positioned for the use of our service as a training management system, but as we’re sure you know, we do more than training; Arlo offers a powerful event management system as well.  We needed a name that worked well for both.

Over the next month you will see a change in focus from the name LearningSource to Arlo. But don’t worry, everything you’ve come to know and expect about LearningSource will remain the same, and we’ll continue to work hard to deliver a product and service that meets your needs.

Arlo - Making training & events easy!

You’re invited to a LearningSource wine and cheese evening in Sydney and Melbourne!

April 24, 2014 2:03 pm, Published by

Wine and cheese - blog

Join us for a special wine and cheese evening to learn more about LearningSource and meet the founder and CEO, John Mitchell. Our new Business Development Manager, Karl Stemp, is presenting the Melbourne event.

We will be sharing drinks and nibbles, then running through a quick overview and demo of the solution, finishing up with a chance for you to meet and network with other like-minded individuals.

Wine and cheese evening

Sydney @ Cliftons, Level 13, 60 Margaret Street, Sydney

  • Tuesday, 13 May 2014 5:30 PM – Register
  • Tuesday, 3 June 2014 5:30 PM – Register

Melbourne @ Cliftons, 440 Collins St, Melbourne VIC 3000, Australia

  • Thursday, 22 May 2014 5:30 PM – Register

Drinks and nibbles will be available from 5:00 PM.

All presentations begin at 6:00 PM.

We hope to see you there!


Create efficiencies and improve customer experience through a purpose-built system

July 29, 2013 4:35 pm, Published by
Universities are choosing to implement purpose-built systems to manage their executive/professional development programmes and events. With a system specifically designed to manage short courses, custom courses, and events, they have been able to reduce administration and offer a better website registration experience for clients.

System requirements

The logistical requirements and website registration requirements for managing full time courses (e.g. degree courses) are very different than those for short courses and events as illustrated in the diagram below.

System requirements diagram

Student Management Systems (SMS) are primarily focused on record management and are not optimised for high-volume, transactional based activity. While some SMS can be adapted and customised to include the functionality, the cost and effort can be prohibitive.  Furthermore, while the end result of the custom development may deliver the basic functional requirements (e.g. can accept website registrations for short courses), the customer experience usually falls well short of what is delivered using a purpose built solution (e.g. Outlook appointments, reminders, venue location maps, flexible invoicing options, etc).

Executive development courses and services are generally targeted at the corporate market whereas full time enrolment courses (e.g. degree level) are targeted at students. By using separate systems, universities are able to easily segment the records so rather than mixing student records with corporate contacts and clients, the databases are kept separate.

Website development

Using a purpose built system also makes it easier and quicker to create a dynamic and interactive website.  Rather than developing a site from scratch, with the right purpose built solution the core website pages are pre-built, such as course pages, a course calendar, course search, and course catalogue.  A web designer just needs to apply a theme over the top. If custom pages or enhancements are required, the web designer is potentially able to access a purpose built API and add additional add-ons.

Private / custom courses

Private courses are a key part of most university executive/professional development programmes.  Course content is tailored to the client’s requirements and delivered on the date and at the location requested.  The logistics of running a private course are therefore very different to a full-time or short course.  The system used to manage these types of courses needs to be easy-to-use and manage activities such as booking presenters, venues, and catering. It also needs to help manage client communication and invoicing.

System integration

Running a separate system for short courses and events doesn’t necessarily mean the system shouldn’t be integrated with other university systems. There may in fact be a benefit to pass certain information between a University’s SMS, CRM, and other business applications.

Auckland University Executive Development

Screenshot of The University of Auckland’s Executive Development website

On and off campus events

Universities often run a full programme of events, on and off campus.  Requirements for running these events are very similar to short courses; both require a simple online registration and payment process with automated communication.

By using the same system used for managing short courses, universities are able to leverage any website integration and back office system integration (e.g. accounting system).  Their administration staff also benefits, as they only need to learn and use one system.

Download full article:  Create efficiencies and improve customer experience through a purpose built system (PDF 292 kb)


Our New Calendar Feature

November 7, 2011 2:13 pm, Published by

We recently launched the new calendar feature within LearningSource. Calendars are a critical tool within all organisations. We have created a calendar tab within the main navigation of LearningSource to ensure that users have rapid access to their schedule.

In creating our calendar functionality, we have looked specifically at the features users need thinking about ways to offer deep functionality and ease of use.


LearningSource Calendars allow the user to select between day, week and month view, all on the fly. We have also integrated a great search function to avoid the long process of skipping through time periods in order to find a particular event.


With LearningSource we are continually striving to bring <or offer> the functionality that training organisations most need, but at the same time avoid cluttering their desktop with unnecessary complexity – our approach towards calendaring shows our focus on simplicity and depth – we hope you enjoy using it!

Coming up we are looking to introduce functionality that will enable organisations to filter calendars by venue, room, presenter and course – watch this space!

Custom Reports

June 2, 2011 8:31 am, Published by

We are aware that different types of training providers have different requirements when it comes to the reports they generate for their organisation – while our standard reports cover the majority of areas, there are always specific reports that people have a need for. For this reason, LearningSource allows training providers to create and save reports according to their needs – there are two specific ways we do this, firstly through the creation of custom reports, and secondly by editing default settings for an existing report.

Creating a new report takes only a few steps – users select a report they want to create a favourite from and then, using our report options, customise the report and save it as a “Favourite”, in the same way an existing favourite report can be deleted when it is no longer required.


Changing default settings is a little different in that, rather than creating a new report within the report menu, it simply changes the default way in which a report is displayed. To change the default options, click “More options” within the report window and when you’ve finished customising simply click “Save as default” – Voila the default display settings for the report have been amended.


We have more detailed steps about how to perform these tasks over on our online help page, click here for instructions on creating a new favourite and click here for changing the default settings for a report.

New features!

May 9, 2011 8:49 am, Published by

We have been flat tack over recent months focusing our efforts and resources on developing some major new features along with pushing out our regular enhancements.  We are excited to finally get a chance to document these.  Here is a list of the big items;

  • Private course feature.  Ability to create and manage a private (in-company) course.   Read online helpView screenshotKey new feature
  • Registration importer.  Ability to import registrations for a course from a spreadsheet, including the ability to update existing registration details (e.g. course attendance and grades after a course has run) and import historical registrations. Read online help, View screenshots
  • Organisation importer 1.  Ability to import organisations from a spreadsheet, including the ability to update existing organisation details, and to link an organisation with a Key Contact, a Parent Organisation, and an Account Manager. Read online help, View screenshots
  • Faster platform and no page refresh required for new releases.  We have implemented some new changes to the underlining platform that offer both performance improvements and also remove the need for you to refresh your browser each time we upgrade your platform to clear old content.
  • Company network integration (IP Based Security) 1.  Ability to secure your course portal (website) for internal staff so they do not require a username/password.  Read online help.
  • Registration section.  Ability to view list of registrations, search registrations, and mark attendance for multiple registrations at once.  View screenshots.
  • New venue interface.  New venue home tab design (cleaner layout, toolbar, and notes list) and edit form.  View screenshots.
  • Course website display settings.  Ability to hide a course from website lists (upcoming courses, catalogue, homepage lists), but still make it available to people who know the private URL.  Read online help.
  • Tools for managing venues and rooms. Read online help.
  • Course completion report.  Allows you to view the course completion status and attendance record of a group of individuals for a specific course. Read online help.

View a full list of new features within our online help.

We would like to take the opportunity to thank all of the current users who continually provide feedback and recommendations which ultimately lead to these new features and enhancements.  If you haven’t already, feel free to add suggestions or vote on other existing suggestions on our user voice site or just drop us an email with your ideas.

LearningSource Importer — Smooth transition

November 11, 2010 9:18 am, Published by

One of the cool features we have recently introduced, and one that at first glance is simple but in fact is rather complex, is our contact importer.

Think for a minute of an organisation moving onto LearningSource. They may well have several thousand contact addresses and details in their system – which they’re keen to migrate over to LearningSource. This could be customer database or an employee staff database.  Changing from one system to another should not necessitate double entry of data – with our new importer users can focus on getting benefit out of LearningSource, rather than entering information into it.

The contact importer is our solution – it allows users to import their existing databases directly into LearningSource.

However, it’s going to come as no surprise that a simple import is problematic – duplicated email addresses, badly formatted data and complex relationship within organisations all make a simple import a real pain.

Which is where we come in. We’ve thought about the way users will interact with the importer and come up with some solutions to the more common problems with this sort of function:

  • First, the importer automatically cleans the data. It checks for duplicate addresses and the format of content as the data is imported.
  • Secondly, the importer matches a contact with an existing organisations if one is specified.  Where a record includes an organisation that is not already in the database, a new organisation will be created.
  • Our importer allows the format of data to be flexible, for example a basic import can just be first and last name and email address.

Like we said – a simple task like a contact import introduces significant complexity to users – we’re trying hard to ensure that, wherever possible, users are shielded from the complexities.


Easy what to update presenters details

Another great use of the importer is that it can be used to update a number of existing contacts, all form within a spreadsheet.  For example, if you wanted to update a number of presenter’s contact details you would;

  • Select Contacts from the main menu.
  • Select the Presenters tab.
  • Click the Export… link on the right of the list. Window will appear.
  • Select  Contact Information (CSV) and press Export.  A file containing all the presenters details will be downloaded into a spreadsheet.
  • Edit each presenter’s details in the spreadsheet.
  • When you have finished updating the details, use the Contact Importer to import the file back into LearningSource to update the existing records.