“How We Built the CA Academy on TrainerCentral”

A practical, honest guide to building a scalable learning platform by two people, not a team of ten.

 

PREFACE

This article is part of a miniseries written for the accidental trainers, the problem-solvers, and the “you’re-good-at-explaining-this” people now leading learning inside their organisations. If you’re a business leader who never expected to take on training, but now you are – this series is for you.

Whether you’re just getting started or already mapping yours [or others!] learning journeys, this series shares grounded stories and tools to help you deliver training with more ease, structure, and confidence, without needing to be an L&D expert. It also offers an inside look at how Zoho TrainerCentral can support simple, scalable delivery without unnecessary complexity.

SERIES AT A GLANCE:

You Are the Trainer Now
Blog: Help! I’m Not an L&D Expert
LinkedIn: If You’re an ‘Accidental Trainer,’ Here’s How to Thrive
Available: May 06

It’s Not the Training, It’s the Delivery
Blog: Life Without an LMS?
LinkedIn: The Real Reason SMEs Don’t Adopt LMS Platforms
Available: May 20

Make It Real, Make It Work
Blog: How We Built CA academy on TrainerCentral
LinkedIn: Why We Built Our Client Learning Academy
Available: Jun 03


At Creative Analysis, we don’t treat training as a follow-up task or a tick-box exercise. It’s part of delivery. It’s embedded from the very beginning, designed bespoke alongside the system itself, not bolted on at the end.

So when it came to reimagining how we delivered learning, the brief was clear: build something that supports people, scales with projects, and feels just as considered as the systems we design.

We didn’t need the most powerful LMS on the market. We needed one that was easy to set up, flexible to use, and ~ critically ~ simple for clients to navigate. That’s what led us to Zoho TrainerCentral.

The CA Way, Applied to Learning Delivery  

We used our own delivery framework, The CA Way, to shape this project:

We clarified the role training plays after delivery. We designed with real user journeys in mind. We built quickly, tested live, and then embedded the CA academy into our core delivery model.

We did all of that with just two people.

Sue Mills, Training Director, created the content and structure for the first client bundle. Kristy Lake, DesignOps, handled the setup, branding, and configuration. No developer. No separate learning function. Just clarity of intent, a bit of prep, and a platform that didn’t get in our way.

Planning It Like a Project (Because It Was)  

The client bundle we launched first supported a full, two-year digital transformation that spanned multiple teams. We already had the content: Zoom recordings, Loom snippets, live sessions in a client shared folder, but it was unstructured.

The CA academy gave us a single, branded space to bring it all together and deliver it in the style of a programme. The aim wasn’t to create more content. It was to structure what we already had so it could be used, reused, and scaled.

What We Actually Built  

Here’s how the platform came together, from first login to launch:

Platform Setup and Branding

  • Custom domain setup for the academy site
  • Used TrainerCentral’s built in asset specs to build Canva templates
  • Branded both the core academy and the private client bundle

Courses and Content – Client Bundle

  • 3 Courses:

    • Pre-Training Video Series (6 lessons)

    • Intro to the CRM (8 lessons)

    • CRM Snippet Videos (10 lessons)

  • Structured from live project materials, repurposed with minimal editing [cut & paste from Loom summaries!]

User Management

  • 42 users bulk imported with grouped access
  • Client bundle was private and invite-only
  • Automated welcome emails were mostly left as-is, clean and friendly

Testing and Launch

  • Internal walkthroughs for flow and clarity
  • Adjusted access and permissions based on real use
  • 10+ new joiners added since without an issue
What Stood Out (In the Best Way)  

The Live Workshop mode genuinely impressed us. Separating Chat and Q&A is a subtle thing, but when you’re facilitating or participating in live learning, it’s incredibly helpful. You can upload files, see who’s engaging, and keep the session structured without feeling rigid. Post session assessments are built in.

And the website builder? It’s basic. But basic is good when you’re not trying to build a whole front end from scratch. It let us get something clean, usable, and on-brand live in minutes.

That simplicity ran through the whole setup. There aren’t pages of admin settings to wade through. You can see what matters straight away.

Kristy has worked in L&D teams before, on some pretty complex platform roll-outs;

I can honestly say, TrainerCentral’s biggest strength is how little friction there is. It just works.

Why It Works for CA (And Why It Might Work for You)  

We’re a systems and service company, not a content company (yet!). We don’t need every feature. We need learning delivery that’s:

  • Consistent
  • Easy to maintain
  • Flexible enough to scale without extra admin

TrainerCentral gave us that, without any unnecessary overhead. It let us turn our existing content into a reusable client asset in less than a day.

That’s not just cost-efficient, it’s strategic.

What’s Next for the CA Academy  

The CA academy’s already core to how we deliver client training, now it’s also becoming a bigger part of how we work:

  • We’re developing on-demand public courses for systems learners in SMEs.
  • We’re hosting live Town Halls, recorded and archived directly in TrainerCentral.
  • We’re building internal bundles for team onboarding to support delivery as we grow.
  • We’re also planning to experiment with TrainerCentral’s built-in AI features, particularly for structuring and speeding up early-stage content design. We haven’t used them yet, but we’re curious to see how they might support faster setup for non-trainers and resource-light teams.

It’s no longer just post-project support. It’s part of our model.

Thinking About Doing This Yourself?  

Here’s what we would say: if you already have learning material – recordings, slide decks, videos – you’re further ahead than you think. TrainerCentral gives you the structure. You bring the content.

You don’t need a department. You just need a plan, a few hours, and the willingness to start small.

Also, if you get stuck? You can ask us. We’ve done it! Clearly, simply, and in a way that makes sense for actual humans.

Talk to us → Book a free 20-minute chat

Blog Contributors: Sue Mills (Director, Training and Client Aftercare) and Kristy Lake (DesignOps) have both built their training expertise from the ground up, shaped by real experience. Sue leads client learning delivery with a focus on clarity, calm, and practicality; designing sessions that feel natural and immediately useful. Kristy brings deep design thinking and process expertise, helping to map learning journeys that work for real people in real roles. Together, they create training and delivery that’s rooted in empathy and shaped by how teams actually learn – not just how systems are meant to function.

These articles have been authored by the experts at Creative Analysis. They draw upon client voices, themes, and lived experiences gathered over the past decade, reflecting successful digital transformation through proven methodologies. They represent collective insight rather than any single individual’s views and aim to share insider knowledge to support your journey towards successful digital change.