The team at DuraServ heard that ClickLearn was tightly integrated with Dynamics 365 and came highly recommended as a tool to assist in rapid user adoption. They gradually customized Dynamics 365 for each department and role and tested it in a sandbox environment. The resulting user feedback helped them ensure optimal results. Once development stabilized, they were able to quickly create training content in half the time. Their ClickLearn-produced content incorporated these company-specific customizations, preparing preparing them for a phased, office-by-office Dynamics 365 rollout and the associated training.

With ClickLearn, multiple people can contribute to the development of a piece of content. “Our Sales and Coordinator SMEs (Subject Matter Experts) created the original recordings. We used the collaboration tools within ClickLearn to create notes, color-coordinate the development stages, and perfect the content before publishing,” Creighton notes.

Thanks to ClickLearn’s built-in monitoring and evaluation of user content consumption, DuraServ’s Learning & Development team alongside their Training Department can see how employees are coming along with their training and offer assistance as needed. Creighton says: “I created a dashboard to see who’s doing what, and how often, or if they’ve even logged in recently.” ClickLearn replays recorded processes and captures updated screenshots, automating much of the work required to keep training materials current.

Creighton comments: “I can run the module through ClickLearn to update the content, send it over to one of my SMEs to ensure the content accurately reflects the user experience, and then publish it. One of the bigger benefits of ClickLearn is that it’s given us a workflow for content creation and updates. It’s a seamless process.” Creighton estimates that their former process might have required a full-time employee as much as two weeks to update their training materials. With ClickLearn, he says, that could be reduced to as little as two days.