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Case Study

How Pax8 Uses iorad to Drive Adoption, Engagement, and Training Efficiency

Matt Woznick

"From a random Google search result…. to our most agile tool"

Pax8 is a cloud commerce marketplace that simplifies the way managed service providers (MSPs) buy, sell, and manage cloud solutions. Since its founding in 2012, the company has grown rapidly, supporting IT service providers with a curated SaaS catalog, centralized billing, and a proprietary platform that streamlines operations for thousands of partners.
As the business scaled, so did the complexity of internal operations and onboarding. The enablement team, led by Matty Woznick, faced the challenge of keeping sellers ramped, trained, and proficient in a rapidly evolving tech stack, without relying on outdated methods or endless live sessions.

Challenge

Challenges

Before integrating interactive iorad tutorials, Pax8’s enablement team faced several obstacles in scaling training across a diverse and fast-growing organization:

Lack of Sandbox Environments

Many of the core tools like Salesforce and proprietary internal platforms did not offer sandbox environments for training. This made it difficult to provide hands-on learning experiences for new hires or role-specific training paths.

Outdated and Inefficient Authoring Tools

Legacy tools like Articulate 360 made content creation slow and labor-intensive. Frequent UI changes in platforms required constant updates, but the tools couldn’t adapt quickly or offer real-time interactivity.

Inconsistent Instructional Quality

While subject matter experts knew their tools, they weren’t trained instructional designers. This led to fragmented, non-standardized documentation and variable learning outcomes across teams.

You have to be thoughtful. Do you have the forethought to put in the instructions that are needed to guide the rep to an understanding?Matty Wozniak (Pax8)
Solution

Solution

To address these challenges, Pax8 adopted iorad as the foundation of its enablement toolkit, enabling scalable, interactive training without the need for sandbox environments or legacy courseware.

Simulated, Hands-On Learning Experiences

With iorad’s browser-based capture tool, Pax8’s enablement team could quickly document and simulate workflows for tools like Salesforce Sales Engagement, ZoomInfo, and their proprietary marketplace without relying on traditional sandbox environments.Learners were no longer passive viewers, they clicked through guided processes, built muscle memory, and applied knowledge in realistic, risk-free settings.

Instant, Multi-Modal Content Delivery

Pax8 leveraged iorad’s flexibility to publish tutorials in multiple formats (simulation, scroll view, video, and downloadable PDF) without duplicating effort. This adaptability meant the same tutorial could serve learners with different preferences, speeding up onboarding and reinforcing retention.

Seamless Embeds in Existing Tools

Pax8 integrated iorad tutorials across their enablement ecosystem:

  • Salesforce Sales Engagement: Simulated cadences and lead management.
  • ZoomInfo: Research and targeting walkthroughs.
  • Marketplace Onboarding: End-to-end partner enablement.
  • Highspot: Embedded tutorials in contextual sales playbooks.
  • Docebo LMS: Certification paths with guided assessments.

This enabled just-in-time learning from within the tools their reps already used eliminating the need to context-switch and increasing efficiency across teams.

Results

Results & Impact

Pax8’s adoption of iorad has delivered measurable improvements across the enablement function—from content creation speed to learner engagement and long-term retention.

Faster Turnaround, Greater Agility

Tutorials that once took hours to produce with outdated tools can now be built or updated in minutes. This responsiveness has been critical in keeping pace with Pax8’s rapidly evolving tech stack and product updates.

Improved Retention Through Repetition

Learners now revisit tutorials independently before, during, or after live instruction, creating more durable learning outcomes and reducing redundant Q&A in office hours. Enablement leaders report more productive coaching sessions, grounded in shared context.

Higher Engagement with Just-in-Time Learning

The interactive format and in-app accessibility of iorad tutorials have significantly boosted engagement, particularly in workflows that previously relied on static documentation.

We used to rely on live calls and screenshots. Now we just drop an iorad tutorial into the Highspot playbook, and reps can revisit it any time.Matty Wozniak (Pax8)

Key Takeaways

1

By replacing static guides and live walkthroughs with iorad’s interactive tutorials, Pax8 delivered a more engaging, in-app learning experience. Reps could actively practice workflows in real time, boosting confidence, reducing friction, and increasing adoption of key tools like Salesforce Sales Engagement and ZoomInfo.

2

iorad enabled Pax8’s enablement team to update training content instantly—without needing to re-record or rebuild full modules. This agility allowed them to keep pace with constant UI changes and product rollouts, reducing downtime and keeping learning materials always accurate.

3

From embedded tutorials in Highspot playbooks to LMS-based certification tracks in Docebo, iorad supported Pax8’s diverse enablement needs with zero duplication of effort. Each tutorial could be consumed as a video, PDF, scroll guide, or click-through simulation—making it easy to scale for different roles and learning styles.

4

With subject matter experts informing content and enablement teams refining it, tutorials became clearer, more contextual, and far more effective. Learners were not just told what to do, they were shown how, why, and when, driving better retention and learner satisfaction.

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