Training

Application training example of CRM Deweloper

Two-stage training:
1. Implementation stage training
2. Training during application usage

Implementation stage training can be divided into many issues. Each of them is analysed both collectively and individually:

The issues are:

programme interface – moving around the application, windows, buttons, menu, shortcut menu
programme’s main functions – general coverage of all the main functions of the application, property module, client module, contract module, accounting module, etc.
document patterns – creation, modification, instructions for creating document patterns
invoice module –invoice drawing, invoice templates, invoice correction, etc.
employee authorization – designing employee database, issuing authorisation to employees, general coverage of rights
security – data protection mechanisms
payment import from financial module to CRM - export converter setup, payment import summary
data export from CRM to financial module – export converter setup, rules of exporting data to financial module
statistics, coverage of various statistics, data export from statistics
payment schedule – ways of creating schedules, schedule patterns
correction – making corrections, correction folder
correspondence module - conducting correspondence, envelope templates, mail merging
reservation module – property reservation, waiting lists, reservation queues
valorisation – ways of calculation valorisation, configuration
property import – property data preparation, data import to programme
price list import – property price list preparation, data import to programme
internet application – internet service of StartUp – deweloper on line, telesurvey
remotely operated service – service of remotely controlled CRM Deweloper

Training during application usage consists of:

presentation of alternations to application
individual training – on request – coverage and training in issues requested
individual training - on demand - coverage and training in issues regarded as necessary