Training & User Onboarding

As part of the eContract implementation, user training needs and objectives are understood, effort estimated and included in the overall project plan. Some customers take an informal approach to training and expect a lot of flexibility in the way content is both created and shared within the organization. Some would prefer a full-scale, structured training program, prepared by an in-house trainer who would better understand organizational culture and processes. Training delivery and duration may also vary according to the complexity of contracts, user roles and skills, process maturity, project stage and learning objectives.

The product capabilities can be easily learnt using standard tools such as on screen help, cheat sheets and recorded demonstrations some implementations require customized training solutions which would include specific topic identification, trainer preparation and building new learning materials. While for most users, performing activities such as search, approvals, or submitting a request would be self explanatory, training is required when the product has to be introduced in the context of organizational contract processes and policies, especially when migrating from a paper or email based process.

Training Tools & Features
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Training environments to allow staff to learn and experiment the software as they learn.
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On-screen help is integrated into the application and available on-demand making it very intuitive for end-users to access in-context while they work.
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Short, practical “How-To” videos for common use cases and getting started.
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Customized on-screen help text and prompts with organizational language in user forms and pages.
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Labeling of views, reports and menus to provide contextual information to business users.
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Configure text and format for all email alerts, reminders and notifications sent out of eContracts.
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Customized Content development and delivery capabilities for effective global delivery.
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Options for customized for instructor-led training, online training material, workshops.
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Satisfaction and quality assessments for all training programs.
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Continuous reinforcement programs for new concepts, features and tips through email.
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