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Home > Document Management System End-User Training

Document Management System End-User Training

The perfect end-user training partner for your document management system implementation or upgrade project.

Introduction to Document Management Systems Training

Document management systems allow staff to store, organise and share documents securely, complete electronic forms and control document access rights.

Optimum develop bespoke training solutions which will help you access the full benefits of document management solutions. In our experience, there is often a lot of change management required to get people to move away from legacy systems and processes, so providing staff with relevant bespoke training will ensure the true benefits of the document management solution is achieved.

We have supported rollouts of various document management solutions. Our expertise lies in quickly building an understanding of the organisation, business processes and the system, and using our expertise in end-user training and development to produce learning events and documentation that are useful to end users.

This makes us the perfect training partner for your document management system implementation or upgrade.

Some of the document management projects we have supported include:

  • DocsOpen for a law firm
  • Auganiser for an insurance company
  • SharePoint for a manufacturing and government organisations
  • DM5 for an international law firm

Bespoke End-User Document Management Systems Training

Optimum develops training programmes that reflect the user’s perspective by analysing the degree of change and incorporating the business processes and workflows for each role group. Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure your organisation achieves full value across the lifetime of the system, as users engage with the software and adopt the new processes.

We offer a range of training services to support the whole life-cycle of the end-user training phase, ensuring your project team can focus on the core project at every crucial stage. Every project is different and so our approach is unique to you. We can either provide a fully-managed training solution or fill the skills gap in your internal team.

Training solutions include:

  • Training needs analysis
  • Planning and design of the training programmes
  • Development of bespoke reference guides, quick cards, eLearning & video tutorials
  • Delivery in the form of classroom, presentation, eLearning & remote classroom sessions
  • Administration of the training programme
  • Localisation and translation services for global rollouts

Document Management Systems Internal Training Programme

Many organisations plan to manage the end user training programme using internal resources, as this is often seen as an inexpensive way to train staff. However, this can be a high risk and costly option if it is not planned correctly.

Using a combination of internal super users and a specialist training consultancy such as Optimum, can often provide a very successful outcome.

Optimum can ensure your identified super users / trainers have focused and scripted supporting documentation to enable them to cascade an effective document management systems training programme to your staff at go-live. We can also develop a bespoke internal training programme for your identified super users / trainers, ensuring they are confident and fully equipped to support during go-live and business as usual.


Tell us about your project…

We offer experienced, professional trainers for any end-user training platform…