
Marketing For Learning® Ep 123 - The 8 Levers of Edtech Transformation - Lori Niles-Hofmann & Dr Serena Gonsalves-Fersch
Sep 5, 2025
Dr Serena Gonsalves-Fersch, Global Head of Talent and researcher on learning in fast-growing firms, and Lori Niles-Hofmann, author and EdTech transformation strategist. They unpack the eight levers that make learning tech work. They debate data-informed versus data-obsessed approaches, how agents and automation can help (with human oversight), and why context beats content for real adoption.
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The Eight Levers Framework
- Lori Niles-Hofmann outlines eight levers for EdTech transformation that span operating model, data, content strategy, skills, stakeholders, knowledge management, ecosystems, and strategic alignment.
- These levers repeatedly surface in enterprise implementations and predict common failure points when missing.
Start With Data And Stakeholder Conversations
- Gather data and speak to both the business and employees before designing learning products.
- Use those insights to align offerings to business goals and create campaigns that drive engagement.
Fix The Product Before Campaigns
- Refine learning products using employee and business insights before running marketing campaigns.
- Only then build sustained campaigns and iterate based on new data.





