Herding Cats: Team Training

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Herding Cats: Team Training

For many businesses the enticing proposition that software offers, particularly SaaS platforms, of increased productivity and streamlining of internal processes is often a much needed approach that can bring great change in terms of profits, transparency and visibility within the company.


The aim of software providers has always to make software as intuitive as possible. The veritable plethora of help documentation, knowledge bases, and a never-ending stream of video tutorials and YouTube material available however, begs the question of what users require beyond ease of use?Having intuitive software it does not mean that the end user is using it in either the correct, or most effective and productive way for their business. This results in companies potentially spending small fortunes on new SaaS platforms for their teams only to be stopped in their tracks with questions of how best to use the product, and how it should be implemented into the company processes and workflow. It soon becomes clear that software training is needed, because while the help docs have help the team learn functionality, they are not designed answer the questions of best practice and workflow.



Training Necessity

As software trainers and implementation experts, we have seen companies spend hundreds of thousands of dollars on software without taking the time to fully understand how to effectively identify and map their processes correctly into the software workflow. This results in frustration and miscommunication as users try to figure out how best to use the new tool, ultimately leading to poor adoption rates.

It may seem that spending on training is an additional expenses companies cannot afford, or do not wish to incorporate into their organisation. But the real question is can they afford not to? When assessing the cost to the company in lost productivity due to incorrect implementation, which ultimately leads to a non-scalable solution for organisations, resulting in re-examination, and at worst-case dropping the software because it has not met the company’s needs, it becomes clear that training can be a cost saver in the long-run. Building out a structured training solution for teams in order to ensure adoption and a successful and enjoyable onboarding experience, that utilises best practices and provides a full understanding of the why as well as the how to use the tool becomes a logical step in the software implementation process.


Who provides that training?

When starting out with a large software platform such as Teamwork, responsible companies should ensure that the training provided is of a professional and expert standard, helping the company not only understand the software, but also best practices to follow according to their specific workflow.  Sub-par training will not only result in frustration for your team, yielding a low return on investment, but it may even result in frustration with the software itself, and eventually see the investment in the software as a loss as it is scrapped due to poor adoption.


When companies consider training, in-person training is often held as the ideal solution, but the problem with an in-person option, as many companies know, is that when training is complete the knowledge that the trainer has about the product and best practices leaves with them. There is a clear need to provide a continual source of education for users to be able to refer back to, as well as available for new team members who join after the training is complete. Help Doc’s and knowledge bases are often utilised as back up plans once training is complete, but these cannot provide insight on workflows that are use case specific, and are purely technical in their functionality.


Using the analogy of flying a plane: Help Docs are a great asset for emergency situations – like the pamphlets in the back of seats explaining various emergency positions and escape routes. What they will not do, is teach you how to fly the plane – which is why pilots are trained, and not given a stack of paperwork to read. What companies need is a continually available source of expert training that is easily accessible by the whole team, that will go beyond the “click here” mentality, to explaining underlying principles. Training should enable users to be “pilots” of their software at any time. It is into this set of circumstances that Online Training comes into its own.


Whilst YouTube and various online marketplaces are a useful source of training their inherent flaw is that there is no assurance that the training is provided by experts in either the product, or software implementation.  It benefits companies to ensure that the online training that they source is through experts who are partnered with Teamwork. This ensures that the trainers have a vested interest in providing successful training that increases user adoption of the software. As a premier partner, the Teamwork Training Zone  has been developed by software and implementation experts and is always kept up-to-date and relevant.


Many companies still like to have an in-person training as it can help management and users build rapport with trainers as well as the software. In these situations a Blended Learning approach provides the best of both worlds, having both an in-person component, as well as an online learning component which allows for the benefits of in-person training, while still providing ongoing education for the team and new users.


While the need for training is clear, even the best training in the world will not help your team if they don’t utilise it, which is why the Teamwork Training Zone’s online training is transparent with reporting features built in to keep team members accountable for their training. Taking time in your schedule and your team calendar to ensure that the they have been able to utilise a training available to them, ultimately leads to increase productivity and best practice within the the Teamwork range of products.


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