Sticky

What's your ClickLearn use case?

Show first post

38 replies

G
Rank
Userlevel 1

We use ClickLearn internally at QGate for onboarding new employees on our products intelli-CTi and Paribus 365. However, we also use ClickLearn externally by creating bespoke training content for their users of Microsoft products and ISV solutions, as well as offering a range of other services 😁

A
Rank
Userlevel 1

We’re creating a learning library for Business Central that will be available to our customers as a supplement to our implementation training, and to help on-ramp our young talent coming through our university recruitment program. 

 

We already have a library of 30+ “books” and growing.

D
Rank
Userlevel 2

We are in the early stages of an IFS Apps 10 upgrade and want to build out training materials for the users, improve onboarding and training for new hires and use screenshots to develop an SOP library for our company. I also understand there are some automated testing capabilities with clicklearn? Is this mostly for regression testing? Is anyone taking advantage of this functionality?

C
Rank
Userlevel 1

The biggest project that I’ve used ClickLearn for is the Social Security Board of Belize. They have just over 200 employees and I would say maybe 95% of what we’re doing for them in CRM is customised work. Before ClickLearn, creating training manuals was a long and tedious process involving lots of screenshots and numbered lists with instructions. 

My client’s HR Director has given wonderful feedback about the ClickLearn training videos They use the content often for both on-boarding new employees and refresher training for other staff. She noted increased engagement amongst users and they even reached out to us to find out about using ClickLearn for their internal training. They especially enjoyed choosing the voice for the videos :-) 

T
Rank
Userlevel 2
Badge

We purchased ClickLearn because we had no structure for training either in documentation or personnel.  Yes, we could have used Word to produce step by step documentation, but we would not get all the other cool things that ClickLearn offers.  I have produced 27 recordings for our Customer Service and Sales teams, and have trained 2 others on how to use the tool as well. for the applications they use.  We recently purchased a company in Australia and we need to migrate them to our ERP and eventually CRM.  Having these tools would mean we don’t need to go there (especially since we can’t right now) yet still be able to keep our project timelines in place.

H
Rank
Userlevel 2

Our current and newest project using ClickLearn is to build out our training workshops with documentation, powerpoints and video content using ClickLearn to help us provide professional and uniformed content.

Another area we are working on is creating our test scripts to hand off for end-user testing on modifications and projects.

A
Rank
Userlevel 2

We use it for training our staff on features and functionality for MS D365.

W
Rank
Userlevel 1
Badge

We are working with Microsoft Dynamics NAV and we develop and produce medicines. In the pharma industry, Computer System Validation is a big part of our work. For every change first requirements need to be documented. Then the specifications which will be used. Then it needs to be tested if these specifications work as expected and if the requirements are met. And also this has to be documented with prove that the test worked as expected. Before the change can be used, a new work instruction has to be created.

In this process Clicklearn saves a lot of time. Work instructions are made very easily. And in our test we don’t explain anymore step by step what to do, we just point out to the work instruction. The prove that the test was successful is recorded also with Clicklearn. It is easier and much better than before.

A
Rank
Userlevel 2

Plante Moran was looking for a way to provide on demand training for staff in a variety of formats for our CRM system.  It was a daunting task to update all the training documents, videos etc each time a change or upgrade was done.  ClickLearn allows us to set it up one time and update as our versions update pretty seamlessly.

 

Jonathan Small
Rank
Userlevel 3
Badge +3

QGate Software Ltd uses ClickLearn in a variety of different ways. We use it to produce documentation for our own ISV solutions as well as for internal training and onboarding scenarios.

We also use ClickLearn to support our clients with generic content for new systems as well as offering content creation and authoring services for bespoke and customised instances, mainly focused on CRM systems such as Dynamics 365, Infor CRM and others.

On top of this we offer support to our partners helping them to produce content for their users in a structured, easy to follow format that comes so naturally from the ClickLearn way. 

cari
Rank
Userlevel 2

New View Strategies uses ClickLearn for many things including internal process documentation, however our latest project has been compiling ClickLearn booklets to go along with our classroom training that we host for NAV and Business Central.  The purpose of these booklets is to reinforce the concepts that we are teaching with general navigation and functionality.  

This documentation is custom to the way we use the system, since there are so many different ways of accomplishing things in NAV/BC.  It will be nice to be able to break down each step exactly as we are teaching it, and have something for students to take home with them once the training concludes.

Looking forward to connecting with everyone and seeing how companies are making use of this awesome tool!

Cari Corozza- New View Strategies
T
Rank
Userlevel 3
Badge +2

BE-terna (~800 employees) is developing ClickLearn content for different branches and different people.

 

We provide Business Central365(NAV)/DFO ERP-Systems especially for the fashion branch and retailors. We have our standard processes and some authors are producing ClickLearn-documentations for new employees to introduce them to the standard processes.We also provide ClickLearn documentations for customers about their new ERP solution. Currently ~10 ERP-projects are documented by the ClickLearn software.

As BE-terna is growing internationally our other/new locations are also facing the problem “How to document their NAV/DFO ERP or CRM solution?”. More and more colleagues even from other branches (automotive, energy or craft…) are interested in the software and the feedback about the ClickLearn Software is positive. At the Moment we have around 30 authors and producing ClickLearn-documentations mainly in German. It will be a big issue in the future to create multilingual training material as well.


I am looking forward to the exchange with the other ClickLearn users and think that everyone will benefit from it

Michael Foster
Rank
Userlevel 4
Badge +2

PCL Construction plans to develop ClickLearn content for several different applications including Microsoft D365FO, SalesForce, and custom Web Apps.  These applications are used by internal professional users, external partners (subcontractors, consultants) as well as hourly trade workers.

The Microsoft D365 application is 95% custom and currently has over 1500 internal / 2000 external users of the application.  We are converting over 400 existing knowledge articles and 25 Classroom Training topics into ClickLearn with multiple content contributors collaborating.  Further, we expect to publish this content to the Clicklearn cloud via multiple Shelves that align to each primary audience.   We have developed a first cut at our best practices guide and hope to share questions and feedback from our experience going forward. 

 

Reply


Terms & Conditions