Employee/Customer Onboarding, Training and Enablement

Jonathan DeVore

Jonathan DeVore
Customer Success

Recent Posts

Can You Reduce Mistakes Without Training?

Jonathan DeVore - Oct 12, 2017 5:01:00 PM

In 1935, Boeing's model 299 crashed into the ground during a test flight, killing two crew members.

The plane was newly designed to push the limits of flight—aluminum-alloy shell, four engines, a 103-foot wingspan, and it could carry 5x more bombs than what the military had initially requested. But none of that mattered because apparently, the plane couldn't fly.

Topics: checklists

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Checklists and Groups (New ScreenSteps Employee Training Platform Features)

Jonathan DeVore - Oct 10, 2017 4:06:00 PM

We wanted to give you a preview of what is coming in the new ScreenSteps Employee Training Platform. Look for future blog post that will detail all of the features. But here are a few bits.

Checklists

Job aids are great for when an employee is still learning where to click and what to do. But after awhile, employees may not need to reference the screenshots very often because they remember all (or at least most) of the clicks for performing a task.

Yet mistakes are still being made in the day-to-day operations. Billing information is incomplete, Opportunties are inaccurate, and Quotes are being sent out prematurely. Even though employees basically know how to do their job, sometimes they forget all that needs to be done. And that's where checklists come in.

Topics: ScreenSteps Employee Training Platform

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Create a Table of Contents in an Article

Jonathan DeVore - Sep 8, 2017 12:21:36 PM

Are some of your ScreenSteps articles kind of lengthy?

Topics: Customer Support- New Feature

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New ScreenSteps Feature: Revision Notes

Jonathan DeVore - Mar 29, 2017 12:18:47 PM

Don’t you hate it when you finish up a project, release it to the world, and then get an email from your team with something like, “Hey! How come you didn’t address any of my notes and feedback?”

Topics: ScreenSteps Software

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How Wide Should My Screenshots Be?

Jonathan DeVore - May 20, 2016 3:53:11 PM

It's a small thing. But after I was told that one of my help articles looked sloppy, I realized that consistent screenshot width throughout a help article is important.

Topics: ScreenSteps Software- Software Documentation Tips

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3 Mistakes You Are Making When Onboarding New SaaS Users

Jonathan DeVore - Jan 8, 2016 11:30:00 AM

What do new users experience when they first login to your SaaS? If you're not sure, you should sign up for a trial of your own product, and take a look. See if you're making one of the 3 most common onboarding mistakes.

Why Bother?

Why is onboarding important? Well, remember the time you went to a restaurant you hadn't ever been to before, and nobody was there to welcome you? You just kind of stood around, waiting for something to happen. That was uncomfortable, wasn't it? And even though you only waited around for five minutes, it felt like 30. And not knowing what to do during those five minutes (or having anything to help you out) was frustrating. 

A hostess greeting you when you walk in is a small thing--really, all she says is "Welcome," "The wait is about 10 minutes," "You can sit over there," "Your table is ready"--but she gives you assurance, and helps you feel more comfortable. 

Onboarding new users is kind of like having a hostess at a restaurant. It's a small thing. Maybe all your onboarding does is say, "Welcome," "Here are some options..." and "Here's how to do them..." But having something to tell your new users what's going on can give them assurance, and help them feel more comfortable.

Topics: Onboarding

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Onboarding Review: Kajabi

Jonathan DeVore - Aug 17, 2015 12:57:05 PM

In this week's review of how other SaaS (software as a service) products are onboarding new customers, we're going to check out Kajabi - a SaaS for building online courses, membership sites, and information products.

Topics: Onboarding- Customer Education Lifecycle

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One Overlooked Reason Your SaaS Isn't Being Adopted

Jonathan DeVore - Jul 17, 2015 10:00:00 AM

After you've onboarded a prospect/new customer to your SaaS, and after they've gone through some additional training, your users may still have trouble using your product - not because your instructions are bad, but because your users may still not know what to do.

Topics: Customer Success

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My 3 Rules for Onboarding Customers to a SaaS Product

Jonathan DeVore - Jul 9, 2015 4:05:00 PM

I'm not aware of any commandments, requirements, or laws for onboarding customers to a software platform - but I do have 3 rules that I try to live by:

  1. Find out what a user wants to do
  2. Motivate them to action
  3. Give them a map that shows them how to get wherever they want to be

Why live by those rules? Well, during the onboarding phase, it's really important that your customers experience "wins" early on. If you know what they want to do, it's easy to motivate and provide a specific map. If you don't know what they want, you end up overwhelming customers with too much information.

 

Topics: Onboarding

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14 Examples of Documentation Mistakes You Are Making

Jonathan DeVore - May 28, 2015 5:00:00 PM

When it comes to doing something right, sometimes it helps to see common mistakes others make. So here are 14 examples of common mistakes you might be making (and yes, I even included a mistake we made in our own documentation).

You'll notice that none of it is internal documentation - unfortunately, organizations aren't keen on letting me see internal procedures. But the lessons we can learn from software documentation are definitely applicable to how you create your organization's internal documentation as well.

Check out 10 Examples of Great End User Documentation

Topics: Software Documentation Tips

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