Increase Employee Onboarding with DAP Technology - User Adoption & Digital Transformation - Intellek
about their review what is an intellect digital adoption platform uh so a couple of you may be familiar with the products that um make up digital adoption platform I'll go ahead and share my screen but essentially we're using intelliccreate and intellect deliver as um as one platform or as a or as a combined platform the usage of both tools at once or in tandem will essentially enable you to support your end users at the point of need in any given application uh so the idea being uh if they're in something like word they're trying to find a resource by using deliver they can find the resource and then by using Create they can launch that resource inside the application and then kind of Go full circle so it's a case being able to find resources and support your end users at the point of need during the flow of work inside any given application for those of you who aren't familiar with the tools we do have create creators of content authoring tool so I guess in the Realms of captivate and storyline Etc however it's very different in terms of its finished product you might usually create some sort of scorm lesson but using uh create here you can create something that's live in an application so for example this track changes module if we go ahead and edit this one it might have your instructions like you would expect to see in any type of e-learning but then there is also the catch option and inside that patch option there'll be a breakdown of clicking the review tab Within what in this instance and you can go through and navigate in that sense so it's slightly different we tend to use it in addition to Captivate internally so for those of you that know our courseware uh we have a courseware library of around a thousand modules half of that is made in captivating the other half using Create or historically live content studio so we do practice what we preach we use it in tandem with other authoring tools out in the marketplace um but it just gives you something different in terms of delivery method that delivery method works really well with intellect deliver which is this tool here so intellect deliver is the other half of the digital adoption platform so to speak and this is an installed application and this one here will enable you to store resources on the right hand side and then bring them over into the left hand side and expose them to certain use groups we'll touch on that in a little bit more detail when we start looking at how you can use it and where it adds value in terms of how it works then so it works very similarly to how it might work um using Create or deliver uh singularly or individually so if we just go ahead and preview here as a new hire group give you a quick show of how that works we'll pin that one in the bottom right hand corner so what you're seeing right now is the deliver window in the bottom right hand corner this here is essentially that that option or that ability to produce resources at the point of need so this will follow me around as I go through different applications it kind of oversees my word here but if I go back into Chrome it'll still be available to me I can use that search function or I can click on some of these different tiles that we've created for this user group because this app point of need I can just search in here so if I wanted to find a word resource I could search for word and that might come up with some type of word resource for me that I can then use whilst I'm navigating Microsoft Word it can also be used to suggest different types of content so if you wanted to attach a module to a particular action within application so for example there I click to review it's going to suggest turning on track changes there is a common problem within the review tab so it's going to show me that there's also a module here that I can do what's kind of roaming around my application when we're using it in tandem with create that means that we're then also able to launch their content while still in the application so I'm still in my word document I found the resource using deliver it's going to deliver me the option to launch said resource that's then going to open up my resource here and this is something that we've created using intellect create so like I said using the two tools in tandem it's going to show me that create module this one's going to be welcoming me to turning on track changes and Microsoft Word I'm going to go ahead and click next they're going to say in your open Word document navigate to and click review it's going to show me where I've used it and that will always show me uh regardless of how big that application window is I can click on review and that's going to transition me through to that next instruction it's going to say now click on track changes again it's going to show me where that sits within the within the app natively I can click on track changes and it's going to complete my module for me I can close that off and I'm going to stay inside word and I can start using that feature that I've just turned on so essentially what is enabling you to do by using both tools together I can find resource or locate the resource using deliver I can launch that resource uh live in the application at that point of need and then go through and complete the actions of that lesson within the application when both of those things are finished I can remain in my application so there's no effect on productivity I've stayed here I can keep doing what I'm doing in my document whether that is just turning on track changes or maybe it's merging documents or inserting tables whatever that activity is um in reality I complete that activity our learning module and I stay with inside my documentation as well or inside any application doesn't necessarily have to be word it could be Excel could be I manage could be anything along those lines so I'm just not having any effect there on my productivity I'm just able to keep going it's very useful for replicating that informal learning piece um obviously where everyone used to be in the office 100 or close to 100 of the time you go and save your desk mate or your colleague oh you know how how do I turn on track changes you might give somebody a nudge and they might show you um or there might be somebody around that you can ask whereas now there's people working remotely or in a hybrid nature they can just use these resources to get that or replicate that informal learning there just quickly showing you something in the application that you may already know and just forgotten or it's just that one bed bug that you always forget so that's how it works on a general level you're using deliver to find the resources and you're sending them out in terms of why you would use it or how how would you use it and we can go through a couple of use cases that we have set up so we'll take a couple of steps back and we'll just go straight into the deliver admin area so as I mentioned earlier on this is an installed application this is what you would see as administrators administrating intelligence so you have your company profile you'd have an area for all users and then you can start creating custom groups underneath that what you have on the right hand side is slightly different so this is an amalgamation of all of the resources you have available to you at the firm so it might be videos it could be PDFs it might be a direct link to the intellect LMS or um content in any other LMS that you might have it might be content you have stored on teams or SharePoint or some sort of Internet anything along those lines we have the import function so you can browse to network import URLs the LMS or SharePoint directly and you can bring those over and they will create one of these corresponding tiles of content or content tiles very simple to keep these going you have the right click option and you can refresh it so if you are adding content into your LMS or to your SharePoint on a regular basis you can just refresh it and it'll pull through any new content it's important to note that we're not re-hosting the content here in deliver we're just exposing the links for those content so you're always essentially doing is saying we have all of this information available to us somewhere at the firm and we're just pulling in the route to that resource and then we're storing that in these different areas here in terms of that storage for anyone that's interested that storage of that information I believe is on rtsp um Microsoft Azure so it's Cloud hosted information on Azure exactly the same way it would be in the LMS or create so that's the explosion of the content side of things and then we have our organization structure that you might have already set up to your LMS so again we just connect to an active directory that would pull through that information and again just like you do in your LMS with custom groups you have the ability to create custom groups too so you can kind of use those different different shapes or parameters to create certain groups that you then want to send out particular bits of information to on this left hand side so nothing in terms of Reinventing the wheel it's it's very similar to how you may currently interact with your LMS in terms of organization pulling through information for groups creating those custom groups and then you're just exposing different elements in the content store and that's that right hand side hey we're on the left hand side you then have those different cohorts different audiences all those different groups depending on the terminology you want to use we have the all users and they might just get a welcome to internet deliver message and they might have some application set up or they might also have some links exposed to them and then you can start using those different custom groups that we may have created now a popular use case so in terms of answering that question of why would I use it internally or how could we use it internally it's a really useful tool for new hires and as you can see here I've got my new higher list so welcome to intellect deliver and anyone who qualifies as a new hire using those custom groups will get this messaging within their window that we saw a moment ago in the bottom right hand corner they're going to have a welcome to deliver a message it's going to be a welcome message here and we can start reading that here so we're excited to have you on board we can then add in different bits of information like get support so I could add a mail to link if I want to make it easy for them to find and get the support they need we can add in like I say different documents so we might have a review or contract and then we can also start exposing different useful links for those end users they might be LMS related they might be people system related whatever your systems you use internally but you want them to start using and setting up as part of their induction or onboarding onboarding process you then have some applications now a lot of new hires they might be new to the legal world or certain legal technology applications so it might be that you want to create some type of resource allocation for those new applications that they might be using for the first time they might just be you know interface um walkthroughs or kind of help guides to certain particular applications but you can start tying into an application work as well those new hires can then use that area as a checklist so if we go ahead and preview as this new High group again and we'll repaint that scenario we'll just wait that we need to come up and we'll give that a pin this scenario could be that the new higher has just opened up their laptop or desktop for the first time um and they've got this pop-up come in the bottom right hand corner they can come and interact they can hit that welcome message and they would get a you know we're excited to have you on board welcome you can use this tool to help you find any resource of the firm because you've used that content store on the right hand side of the setup to bring through any resource that you want to make available to your end users we then have a get support we can click on that one and that might open up an email so I can email support and Derek if I need any help during my onboarding or hopefully support at whatever firm you are working for um so we have that function too I can review my contract or I can start using these links so I've got to view your assignments and obviously in the intelli color mess you can have those assigned modules that were taken through to that page there I could launch that from here and I can carry on with my assignments within one click especially if you have single sign-on um at the firm as well and you're utilizing that piece of functionality I can then go for a more self-elective approach so I can hit the find courses on your LMS and this is just a link to the library um just a couple of examples that you could use and then this could introduce them to that self-elected phase of choosing what models they'd like to do as part of their induction process and then we also have links doesn't necessarily have to be the LMS it could be setting up a different type of profile so I can set up my profile here as well this will take me through to my motorboxing profile this is something that we use internally it's actually kind of like a praise system or Employee Engagement system um but maybe you want them to start setting up their profiles here as well and again it kind of pull them through to those different areas again if you're using signal sign-on they can do that with one or two clicks and I'll see I've gone through and I've completed my motor Varsity profile so once I've set up my profile I can just hit this cross on the bottom right hand corner and that will get rid of that task for me in that checklist so new hires can start using this as a checklist and they work their way through that process if they then go and review their contract they can take that off and again like I mentioned they can use this as Longo and checklist to complete any task that you want them to do it's not just a checklist though for those new hires as I mentioned they do have that ability to still get those suggestions within the application so this one here for example turning on the track changes if that will still appear maybe it's you know uh first year associates and maybe they don't use a lot of the technology before they want to kind of come in and you want to give them those those different Helping Hands throughout you can do that too so you can still suggest that type of learning that's one use case for it um really useful for new hires in general and any kind of custom group that you want to highlight pieces of content for there is also another use case and that is for communication or important messages across the firm so if we wanted to send something to all users I can add an important message a message here and I could say something like a scheduled downtime on lottery random system or something on those lines once we have that we can schedule us to go out immediately or you can set a date if you want to schedule that message to go out on a particular morning maybe you want to give them a heads up you could schedule that one to go out but we'll just say this one's okay for now and then we'll re-preview as an all user so if you were to do this as a as an all user for example and you wanted to highlight that scheduled downtime on a DMS you could just send this out and this will just appear in the middle of their screen now they can interact with other applications of course but it'll always be a reminder on their dashboard and they can see that one and it won't leave until they uh until they acknowledge that one so you can say yeah I understand and I'll I'll say don't show me this one again and I can get rid of that and get rid of the message so once it's done I can confirm that I've seen it you can do that for a whole host of things um you know sometimes you might want to use it for expense reminders uh maybe schedule downtime things more recently over the last sort of two years or so maybe it's a covered outbreak within a certain office um but you can start populating the information you can share information and it's not just another email um it's a case of you know giving Communications in a different way and you know they've seen other peers on their desktop do you have a another use case so I'll just open up another file and that file is going to be something more application based so we have one for potentially Microsoft Office in general um but it doesn't always necessarily have to be just one application what you can also do here is I've got a few different applications so the office suite in general word excel Outlook and this can suggest lots of different options um during lots of different applications so if I were just to preview as an all user in this one it's slightly different interface just because it's giving us different different information it's only going to have one link that's the intellic LMS but as I go into word it will give me a lot more suggestions in terms of content so again if this is somebody new or somebody who uses certain applications a lot or they're a heavy user of word or any application like say you can use this for other applications I manage net docs anything along those lines you can start stretching more content so as I hit that home button out on the ribbon there it will give me information like what's new knowledge checks you can use it to add in things um like proficiency tests I'd say take efficiency tests I can launch that one and then that'll take me through to a module as well so lots of flexibility in terms of what your able suggest as pieces of content uh it's not just one piece again you can offer a whole host of pieces of content and they can be a variation between those traditional e-learning modules scorm links on the LMS and then HTML as well as I mentioned earlier if you're using Create in tandem with deliver it gives you a whole host of flexibility because essentially what you can do and create is if we just get a step back into the Content Library we have the different publishing options so in here you can take the link straight away so you can share that content and pop it into deliver or you can decide to publish that content as HTML obviously with the hosting of flexibility you have of a HTML format you can then put that on the SharePoint or an internet and then you can make that available in the window too so you don't always have to go via the LMS it's just a couple of use case ideas there for how you might use it in terms of where it comes to adding value there are also additional features to intellect deliver to give you a bit more insight from a training perspective so if we were to look at the view tracking information we can do that one here so we can give you some information some special information on the use for application so for example it might say that you know 15 searches have happened in word and 10 in Excel and 15 and I manage and you know eight in Adobe whatever that looks like uh in in a real world scenario but then you can also get this information in the back end you can see exactly what functions they're looking for what type of applications they're looking for support in whether that's Excel word Adobe the Search terms they're using to find that you can extract all the information and then you can start making informed decisions about the training that you want to provide at the firm so you can see firsthand exactly where people are struggling because it will tell you where they're viewing resources in applications you can get that information there and that can like say inform your decision on what type of training you then put on if you notice that there's a you know a whole host of people searching for content in word or Excel or I manage then it gives you pretty good indicator that actually maybe you need to provide more training um for those applications so it can give you that type of information there as well there's also the added benefit of less help desk inquiries because essentially that becomes your first line of support because you can use intellect deliver to to as a search function as well instead of that first question coming to you guys or the help desk in general that first question could go through um to deliver itself just by saying you know I want to look for a resource in Excel or word or whatever that scenario might be I type in that function and it comes up with some suggested content in there as well just because it is exposing all those different links from those different content stores so it's making uh your life a lot easier from a support perspective because they should be able to use that as their first their first protocol in terms of troubleshooting you also have then the the flexibility like I say to use them in Tandem and it gives you the ability to to stop or limit the effect um learning has on productivity from that word application with the window open you do have the ability to just like I say hit the review and get that suggested content that then means that I can launch that directly from the application so there's no effects or less effect on productivity and then you also can use the deliver window um sporadically too so it comes up it does leave you uh and then also it can be found and it's all by the bottom there but also in the systrace you have the the intellic head there come up and you can decide to mute that for a period of time so if it is a case of you don't want any interruptions maybe during a meeting like this um any any attorneys out there that have outward facing meetings maybe they want to mute that for an hour or so they can do that and they can just relaunch it from here as well so there's a lot of flexibility in terms of how your end users can interact uh with intellect delivered too so then there are also added benefits um to the deliver and create collaboration uh We've looked at it so far as a learning resource so using deliver to find resources at that point of need or learning in the flow of work um a very literal definition but then we also can use it to like I say redefine those training strategies so if you notice for example on intellect deliver so if we just go straight back into that tracking information but actually there's a lot of people that are struggling with Excel for example or in word um using that data in the background perhaps then you might want to start using the assessment side of things in create as well so what you then can do you can identify users as well as certain applications and then you can create those custom groups and you might want to make something else available to them um as a as a cohort basically so you might then create a group that says something like you know word users or something like that you would use that title to then promote something like the um the create assessment in terms of what that may look like again you have that same flexibility in terms of publishing so we have the Microsoft Word uh fundamentals one here that can be published in exactly the same way so again HTML can be stored in most places aicc or obviously directly to the LMS regardless where you host it but then you can also complete the Assessments in the same fashion where you complete the learning modules as well we'll go ahead and we can preview this one and we'll just do a quick assessment uh in the word application itself and then we can get further data or further information on some of these proficiency within an application go ahead and click next put some data in there I'll give you some learner instructions again like I mentioned it might not only be the first time they've interacted with said application but it might also be the first time they've interacted with this type of technology so we can give them some instructions on that front as well they can go through next and the complete section one create and save a document click next on that one it's going to give us a task it's going to ask us to open um a blank document we'll just use this one that we're in for the time being and we're going to type in round 10. hit enter on that one and then blast turn on the show and hide to do that as well and then that will progress us through to the next step so very similarly to the learning content where it will naturally progress you through to the next stage the assessments will do just that too so we can save the document and click next and then using a keyboard combination goes to the beginning as document I'm going to hit control home and that's going to take me to the top again it will pick up keyboard combinations as well as your math clicks click next on this one and insert a paragraph I'm just going to hit enter and then ask me to type in agreement a and next to continue and then using the quick start gallery we're going to add title you can add in things like Alternatives so if you're not particularly strict then heading one fits the bill you could type heading one now or use heading one and that could allow you to progress in this instance it hasn't instead to make sure it's going to ask me for that title I can hit title and then that will progress me through to the next step that next step coincidentally is also the end essentially in terms of where it's adding value it's not just the learning tool as well but you can also start using it as an assessment tool together like I said you can identify a group of cohort or a group of users or an audience that are potentially struggling applications and then you can deliver those assessments that are exactly the same as the learning modules just a slightly different delivery method and then you can also put that on deliver and start training or start reassessing users in that sense too I think that's more or less everything we wanted to cover um obviously the the aim of the session today was to redefine or Define the intellect digital adoption platform give you a brief understanding of how it works uh where you might use it or how you could use it and where potentially add value at the firm I think that's everything covered off
2022-10-16 22:45
