Learning Materials

Problem:

Linking is a Crystal Reports function that is difficult for beginners to grasp so we needed to find a way to give a quick, at-a-glance guide for clients and internal staff to help them understand some basics.

Solution:

Design a quick reference guide to help explain the basics of linking to use as a reference.

Result:

Clients calls on this topic were reduced.

Problem:

The software trainers were noticing that clients were not completing their homework from their Admin training and were not ready for their Go-Live training. This was causing unnecessary time completing setup that was supposed to be done before this session.

Solution:

Collaboration with the trainers and Implementation Team, it was decided to design a standard checklist to conduct an analysis of the client's readiness to Go-Live and attend their final training session. The hope was that getting ahead of this problem 45 days before Go-Llive that training would be more effective and efficient.

Result:

Using this checklist helped identify problem areas that could be addressed prior to Go-Live training which saved time that could be spent on using the functionality rather than setting it up. Additionally, if it was determined that the Go-Live date should be pushed back, there wouldn't be cancellation fee for booked travel and the client wouldn't lose money.