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User Training

Last updated on Nov 14, 2024

How can you prepare your team to use Aam Digital and get comfortable with the new software?

Our vision is to make Aam Digital so intuitive that you don't need any training or additional documentation. It can be useful to organize a short introduction to the system for your team. In such a "training session" you can ideally achieve two things: Get everyone comfortable with the software; And agree on the processes and details how you want to use the system as a team.

Understanding Aam Digital functionalities

As part of (paid) setup packages, our team at Aam Digital organizes an interactive online training session for your team. If you are familiar with your system, you can easily do such a training yourself also. We are sharing some suggestions and learning here below:

  • Slides: Basic User Training (Google Slides)

    • feel free to copy these slides and make adjustments

    • some slides are available in multiple alternatives for different use cases (e.g. for "event management" or "case management" focused systems/users). Notice the tag on the top right of the slide and skip those that are not relevant for your audience.

  • Try to add some interactive practice to the session itself.

    • Let your team members log into the system with their account, click around and create a test record. This gives a much clearer understanding and removes the initial doubts and hesitation that people often still have after training.

Discuss how you want to use the system

Introducing a software is not only a technical question. In fact, the more challenging part often is that your whole team agrees and adjusts to a new process. This may just mean to use the new software instead of the tools you used for this before. But it can also mean to change some other habits, like documenting more details than you previously did.

  1. Which common tasks are now done in Aam Digital?

    1. Discuss when and what everyone should record in the new system. Compare how and where the team previously recorded something like attendance or registered a new participant and where they should do that now in Aam Digital.

  2. Do you need to move existing data? When does everyone have to start using the new system?

    1. If you still have old systems in place, discuss when you make the switch.

    2. It can create problems if some people still use or update data in the old system while others use the new system already. In that case it will not be clear what the latest information is.

  3. How do you want to use the new features that Aam Digital offers?

    1. How can Aam Digital become a tool that saves your time and makes things easier?

    2. What can Aam Digital help you achieve that previously was not even possible, because you did not have the necessary information?