Education Kickoff

CUSTOMER

SERVICEMAX

What's Happening (Customer)

Establish training resource and SME contact information
Agree to a defined meeting cadence for education
Provide answers from Education Kickoff regarding training logistics and planning
Schedule SVMX 101 administrator training session from link
All core team users sign up for ServiceMax Community Access
Review ServiceMax Introduction Videos from the training plan

What's Happening (ServiceMax)

Project Manager
Administrators
Training Coordinator and/or Lead
Subject Matter Experts

Resources (Customer)

Misalignment on education scope, training needs, expectations, and deliverables
Administrators will be ill-prepared to manage ServiceMax support
Unable to access key training materials if not on community

Resources (ServiceMax)

Training Kickoff presentation
- Introduction to Education Roadmap and Community
Review administrator training seats in Statement of Work (SOW) and communicate with customer
Share the admin training link with customer for them to schedule trainings
Provide links to ServiceMax Introduction Videos from the training plan
- Service Revenue and Profitability
- Overview of ServiceMax as a Product

Risks (Customer)

Education Consultant
Project PM
Product Education Team Member

Risks (ServiceMax)

Misalignment on education scope and training role in project
No knowledge for education support by project and customer teams

DOCUMENTS

Product Videos:
Overview of ServiceMax as a Product
Service Revenue and Profitability

Education Blogs:
Creating a Great Team
Top 5 People Tips for Tech Projects
5 Principles of Change Management