Employees are often overwhelmed with all the features and functionality of the SharePoint and Office 365 platforms. Organizations have found traditional training not effective. Real-time, On-demand guidance for SharePoint and Office 365 Suite provides help to users when they need it, where they need it.
This page illustrates a variety of use cases for on-demand training and help within the SharePoint and Office 365 platforms.
Please Read Before Continuing
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Notice About Mobile Device Support
VisualSP is supported on devices with a viewport of 640 pixels and larger. This will generally include Tablets but exclude cell phones.
Communications
Announcements or Alerts to Users
Instead of sending announcements through email that no one reads, show them announcements in the context of their environment. For example, notify users of a weekly maintenance window or service interruption.
Receive Feedback Through VisualSP
Site administrators can stay informed on what their users think about the usability of their site by utilizing the VisualSP feedback link already built into the Help panel.
Compliance
Communicate Policies Effectively
When users visit the page where the compliance policy needs to be communicated, they are instantly shown the necessary information in-context of where it’s needed. In this example, whenever a user visits the library, they are notified to not upload any document that has credit card or social security numbers.
HIPPA Compliance and Reporting
An Office Manager for a large medical office needs to make sure staff have read and agreed to the new HIPAA guidelines. She also has a requirement to track and report on it.
Quarterly Compliance Certification
A VisualSP help item can be configured to appear automatically after a certain date. Users who click the acknowledge button are tracked in analytics, which can be exported for reporting and compliance purposes.
Governance
Communicate Governance Information
When a user visits a page for the first time, they are shown a governance document to remind them of file naming recommendations.
Human Resources
New Employee Orientation
New employees are sent a welcome email with a link to a walkthrough on the HR site. The walkthrough introduces the new employee to all the HR related things they need to be aware of.
Navigation
Modularize Help Items
Contextualize your Help Items by organizing them by topic and grouping them using a Quick Links web part.
Notifications
Display a Reminder on a Certain Date
Schedule announcements or reminders into the future with VisualSP Help items. For example, require users to agree to a policy once per quarter or once per year. Keep track of who has viewed the Help item through VisualSP Analytics.
Regular Tips Campaign
Easily schedule a regular tips campaign that can be shown to users through the use of a walkthrough.
Direct People to Their Learning Management System
For companies who need to provide periodic training or re-certification, VisualSP can be used to remind people that their re-certification is due and direct them to the proper Learning Management System to take their training.
On-Boarding
Show Visual Information to Users When They First Visit a Page
When a user visits OneDrive for the first time, they are shown a quick reference annotated screenshot to help them understand the OneDrive interface
Self-Help
Automate Tier 1 Support for End Users with VisualSP
Reduce support costs through this plug ‘n play solution. Once deployed, all users of the application are provided with the fundamental knowledge of the product to help them accomplish their task at their moment-of-need.
Help Users Perform a Specific Function
Oftentimes a user is at a loss on how to do a simple task like upload a document because the interface has changed or they aren’t familiar with how a document library works. VisualSP can cut down on user frustration, accelerate learning, and increase productivity by providing in context, just-in-time learning.
Support
Guidance/Self-Help in Other Languages
If your company has employees in a French or Spanish speaking country, create custom Help items in French or Spanish. These custom Help items will be displayed when they match the user’s browser language.
Utilize Help Links to Support End-Users
VisualSP can be used in conjunction with a formal Support Desk or by you to support end users. You can answer user questions by sending the link to a VisualSP help item. When the user clicks on the link, the Help item is automatically launched in the correct context.
Notify End-Users About Changes to Office 365
Keep your users up-to-date about changes to O365 by showing the change within context when the user visits the application.
One-Stop Page for All Related Help Items
Provide a single page for your users to go to for all related Help items. Great for learning paths and specialized training, job-specific duties, and functional learning. Use a Quick Links web part to display your links.