Back to Map

Education Kickoff

Introduction of the client and ServiceMax training resources/tools and explanation of education process throughout the project

guy-black-icon CUSTOMER
servicemax-black-icon 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