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Training Discovery

Education consultant working with project team and customer to validate customer specifics needs and training planning details

guy-black-icon CUSTOMER
servicemax-black-icon SERVICEMAX
What's Happening (Customer)
  • Attend regularly scheduled education meetings
  • Begin preparation of all resources (Mobile Devices such as iPhone, iPad, Android, or Surface)
  • Review and update training needs
  • Prepare and share training rollout plan
  • Complete review of ServiceMax Flawless Field Service videos and Field Service Application Readiness Videos identified in training plan

What's Happening (ServiceMax)
  • Schedule meeting with Customer PM/Training Lead
  • Confirm training logistics
  • Verify tools for project (iOS, Android or Windows)
  • Verify roles and identify Subject Matter Experts (SME)
  • Discuss need for process flows/user stories
  • Review Education Roadmap next steps
  • Plan for cadence with internal team
  • Plan for ServiceMax navigation introduction (terminology, objects, roles)
Resources (Customer)
  • Project Manager
  • Training Coordinator and/or Lead
  • Subject Matter Experts
Resources (ServiceMax)
  • Education Consultant
  • Project PM

Risks (Customer)
  • Misalignment of training scope, expectations, timelines and deliverables
  • Lack of ServiceMax terminology and system navigation
  • Impact to early adoption for project team members
Risks (ServiceMax)
  • Misalignment of training scope, expectations, timelines and deliverables
  • Inability to plan and communicate education timeline and deliverables