Thrive Homes
Produces Modern
Training Twice as Fast

Challenge

A modern approach to training and documentation

Thrive Homes decided to modernize their operations by moving to Microsoft Dynamics 365. Such a fundamental shift in technology required employees to learn a new system and new business processes. In the past, the company had produced well-written training documentation, but they were not satisfied with the quality of the video illustrations of the process. It was a headache to transfer training materials to different formats, and they were cautious that costs can spiral as you try to build on handcrafted materials and it fast becomes a struggle to keep all materials updated. 

Solution

Revamping the CRM training strategy

In Jamie's own words, the purchase was a no-brainer from both a training and end-user perspective.

”Creating materials manually is a tedious, time-consuming process. ClickLearn proved to be a game-changer in content creation, significantly reducing the IT Trainer’s workload." He continues: “I would say at least 40% of my time was spent producing reference materials, including videos. ClickLearn has freed me up so that I can focus on training. My time has been better spent actually delivering the content produced.”

Not only does ClickLearn automate much of the work, but it’s also easy to use. “You just lay ClickLearn on top of what you’re doing, and while you carry on with the task at hand, it records everything for you. I’ve never known anything like it!” Jamie exclaimed.

Results

Cutting training time from one month to two weeks

Jamie’s only regret with ClickLearn is not finding out about it sooner. He recounts:

Thrive Homes has already built over 200 scripts with ClickLearn and has plans to do much more. They’re experiencing what Jamie calls the “mushroom effect”. Starting with his small project team, ClickLearn is becoming a shared resource for documentation and training.

Jamie relates: “I’ve been asked to help build at least 15 training modules for our phone system. If I did it manually by cutting, pasting, and writing the narrative, it would take me a month. With ClickLearn, it will take two weeks – half the time.” He adds: “HR wants to build materials to show how to request a meeting with a manager, how to access HR resources, and more. ClickLearn has already shown its flexibility outside the project it was originally purchased for.” With ClickLearn's features at hand, Thrive Homes is poised to reach greater potential, empowering their employees with effective and engaging training materials while optimizing time and resources.

ClickLearn has been instrumental in Thrive Homes’ journey to streamline their training content creation process and deliver high-quality materials to support their mission.