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Pitfall 5: Underestimating the need for a well set up EDMS training environment
Overworked project teams, database administrators, and security teams will make the same argument every time: a dedicated training environment, they’ll say, that mirrors current system configuration and contains valid sample data, is a waste of resources. Instead, they would prefer that an old sandbox or development client be used to avoid maintaining an up-to-date training…
Pitfall 4: Designing a training program that lacks business context
An enterprise document management system, by definition, integrates various aspects of your business into a single system and platform. Everything a user does in an integrated system can potentially impact another user downstream in the process. For example, when one user creates a sales order, it creates demand, which in turn drives production planning, which…
Pitfall 3: Lacking flexibility in your training design and delivery methods
This pitfall ties directly back to your audience analysis. A strong audience analysis helps you to easily recognize how different user groups may benefit from different types of training. Difficulties arise when the project team ignores audience information, and designs a training program that offers only one delivery mechanism. Whether it’s all instructor-led or all…
Pitfall 2: Staying on the Happy Path and EDMS training
A big benefit of implementing EDMS is the standardisation it brings to business processes. This enables efficiencies and cost savings across parts of the business that did not interact before the new system. Communication and training programs should certainly start by teaching users the Happy Path – that is, the new standard business process. However,…