Training

Key to Adoption

Most pieces of software come with standard white pages that explain how to use it. Your average user is not willing to wade through these endless help menus to find what they are looking for. They are looking for a customized document to match their customized approach to whatever system you've set up for them. Without customized training, the likelihood of adoption is very low. 

Training needs can range from:

All of these require time, attention, detail, and customization. Something I pride myself on providing for all of my clients. Training is your key to adoption and success.  Below are some examples of custom training I've designed and written.

How to Use a System

Banker Process - Customer Level Remarks.pdf

Internal Backend Process

Training site - Scripts process overview.pdf

Presentation of System Functions

Asset Types Presentation.pptx

Training Customized for Clients

OCM Setup and Customization.docx