Each organization's processes are different, and training programs must be adapted to accommodate these differences.
- When preparing to train new users, first discover the users' current processes.
- Be prepared to learn new processes for every role or department that will be using OnBase.
- Foster credibility with users by demonstrating that you thoroughly understand their processes. Users may be unwilling to learn the benefits of OnBase unless you know exactly how their processes work.
- It will help if you create a diagram of the current processes and another diagram showing what the processes will look like in OnBase.
- Stay focused on users' business processes. Show users how they can do their job using the software. Do not train users solely on what the software does, or they may either lose interest or become confused.
- If you conduct training at several organizations or facilities, take note of common practices. Use this information to create a generic training program that can be adapted to apply to any organization or facility. Because practices can vary widely, also be prepared to start from scratch.