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Role Based Training Development

Development and review of specific role based training for customer

guy-black-icon CUSTOMER
servicemax-black-icon SERVICEMAX
What's Happening (Customer)
  • Confirm roles & responsibilities
  • Provide detailed Use Cases/User Stories
  • Review and provide feedback on training materials


What's Happening (ServiceMax)
  • Define modules for specific roles & profiles
  • Documenting step by step actions based on notes and use cases
  • Develop required training materials
  • Conduct training material review meetings
Resources (Customer)
  • Project Manager
  • Administrators
  • Training Coordinator and/or Lead
  • Subject Matter Experts
Resources (ServiceMax)
  • Project PM
  • Education Consultant


Risks (Customer)
  • Poor adoption and understanding of system use without detailed processes included in training
  • Additional costs if training materials need to be revised during or after training

Risks (ServiceMax)
  • Lack of understanding of roles will lead to ineffective training and additional costs for retraining
  • Without customer review of training the materials may not meet the needs of the business and lead to poor adoption