Product Training, Onboarding, Help Documentation & Microlearning

Which Walkthrough Solution Is Right For You?

Let’s begin…

If you are reading this I guess you probably have a web portal, perhaps you’ve developed a product or maybe you have just purchased new CRM system for your company and you want to make it easier for your customers/employees to use and master this new application.

 

After hearing about this “new walk-through technology” people keep mentioning you’ve decided you need one for onboarding your users and for supporting them. You shop around, ask friends and maybe even google “onboardusers.com” but most likely, become even more confused, and I completely understand why;

 

When we started with Iridize, some 6-7 years ago, there were only 2-3 solutions in the market. Yet today, if you google “walk through,” you will find around 20 different products that advertise their wares. From basic products that offer you simple site-tours, to extremely complex, enterprise level applications that offer high end features and user training and even offline implementations.

 

I’ve written this piece in order help you (in your evaluation) to ask the right questions, to understand what options are “out there” and to help you create an order out of the mix of possibilities. I will not choose one solution over another or mention any specific product names. There is no one-solution-fits-all and I do not presume to dictate to you what is right for you. My aim is rather to offer you a set of tools you can use in the evaluation process.

 

colorful lab bottles stock which walkthrough solution is right for you

 

Read More

How to Evaluate Training Effectiveness (with the Right Metrics)

Let’s start by why you need to measure training: to make sure you’re using the best training methods and tools available, in the best way possible that is best fitted for your users. Or, in other words – to ensure you’re getting results.

 

Consequently, the only way to measure some training methods is after the fact, by checking performance and product adoption rates. This applies to training methods that are detached from actual work in the product – frontal training in class, webinars and video training. There is simply no way of checking if the training was effective before users start applying what they’ve learned to hands-on work in the product.

 

In-app online training, however, can be measured and tested live. If you combine live metrics with performance metrics, you get the ultimate training effectiveness measurement that tells you what you need to know about your training plan.

 

soccer players laid back stock evaluating training effectiveness

Read More

Employee Training Strategies: How to Reduce Internal Helpdesk Calls

In many corporate work environments, a call to the help desk is still the default method of invoking help with software. More and more companies are determined to eradicate this practice, mainly because of the inflated expense it entails. The “have you tried turning it off and on again” cliche is proving to be a metaphor for an outdated support practice that perpetuates technophobia and resistance to change.

 

Executives expect their employees’ to be technologically proficient, or at least resourceful enough to seek solutions by themselves. In industries where support analysts’s time is valuable and costly, customer success teams are finding inventive and more affordable ways to take the load off the internal help desk.

 

Reduce Helpdesk Calls | Moss from IT Crowd

Internal helpdesk calls always consume more resources. Moss from “The IT Crowd” hard at work  

Read More

Discover the Best Training Strategies for New SaaS Users

Forming a good SaaS training strategy prior to implementing a new software platform is a critical part of planning the implementation.

Even SaaS platforms that are relatively easy to learn require employee training for successful onboarding. Through SaaS training, new users learn how the platform works and how to use it to do their jobs. A good employee onboarding program acclimates users to the new platform and helps them overcome their fear of change. It shows them how they will use the new system to do their jobs, where to find help when they need it, and how it may affect their work flow.

 

Most importantly, employee onboarding vests the new users in the platform and makes them a part of the successful implementation. The employee training program should employ a combination of training methods including training videos, presentations, instructor led classes, remote sharing tools, and hands-on walkthrough guides.

 

best training strateges new saas users

Read More

How to Get Better at Reducing SaaS User Churn Rates

Of primary concern to providers of in-the-cloud services are the customers who embrace a service and use it for a while, only to leave for what appear to be greener pastures—a new or different platform or even abandoning cloud services all together. SaaS Churn rate—the rate at which business customers adopt and then abandon Software as a Service (SaaS)—is a problem for all companies that provide cloud services as their lead product or service.

 

Company focus is often at the heart of a churn rate problem when usage stats are overlooked in favor of conversion statistics.

 

reduce saas churn rates

 

Read More

Boost Online Sales Training with this Neat Piano Lesson Trick

My friend Jonathan is a piano teacher. He teaches youngsters and school students, teens and adults.

 

Over the years, Jonathan learned to identify patterns in his students’ interest in lessons: it turns out –probably not very surprisingly– that when students are enthusiastic about a certain piece or genre they practice intensively and are very eager and attentive at lessons.

 

However, when they are required to practice scales, boredom, restlessness and mediocrity immediately take over (more so for the youngsters than the adults, for obvious reasons).

 

But what can you do? Scales are an integral part of developing musical listening and solidifying habits and skills.

 

Read More

How to Launch a Successful Product Release with Iridize

One of the practices Iridize users love the most, is the ability to send in-app product releases to their end users. Our power users have long since found fun and engaging new ways to serve the release notes to users. We collected a few “best practices” for new (and veteran) users who want to make sure end users are not skipping important new functionalities in a SaaS product.

Read More
Page 5 of 18« First...34567...10...Last »