Training Discovery

CUSTOMER

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

DOCUMENTS

Education Blogs:
Identifying the Right Trainer for Your Project Success
Creating a Project Team for Success