the best training strategy for new saas users
DESCRIPTION
Is your service the simplest to onboard EVER? Maybe. Your SaaS users will still need some basic training to help them master a few basic skills to get started. Get your training strategy together before you start onboarding SaaS users.TRANSCRIPT
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Forming a good SaaS training strategy
prior to implementation is a critical
part of user adoption.
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Even the SaaS platform with the
most intuitive UI requires some
familiarizing for successful
employee onboarding.
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Your employee training program should
employ a combination of:
• Training videos
• Hands-on walkthrough guides
• Presentations
• Instructor led classes
• Remote sharing tools.
Some methods to focus on:
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Walkthrough
Guides
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Hands-on walkthrough
guides walk your users
through a workflow,
step-by-step. Boost your
onboarding efforts by
adding Mini-Conversion
goals and measuring
walkthroughs’ success.
Ask us how. Img source: luigi diamanti @ FreeDigitalPhotos.com
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How it works:
• Personalized walkthroughs can be
tailored to individual users or user
groups
• Users can activate and pause the guide
at their convenience
• The guides can be formatted and
customized to contain videos, images
and more.
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Video
Training
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Seeing the new
system in action
before first login
can be helpful.
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While videos are less interactive,
they provide the benefit of a live
presentation of features and
workflows.
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Desktop
Sharing Tools
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Today’s desktop sharing
applications allow quick
and easy remote screen-
sharing and
collaboration.
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Benefits:
• Reduced expenses on training
• No need to travel, sessions can be broken
down into less hours at a time
• Advantages of personal, one-on-one full
attention to trainee
• Sharing can go both ways, giving trainee a
chance to practice as part of the training
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Utilizing a combination of SaaS
training methods including
walkthrough guides, desktop sharing
tools, and video training provides a
good onboarding experience and
ensures employees receive the
knowledge they need to be successful
with the new platform.
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Ask us more
about iridize’s
onboarding solutions.
Why Iridize Mobile? We Hope That Was Helpful!
Learn more about onboarding solutions at iridize.com Or request a demo at [email protected]
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