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 Help for SharePoint and Office 365 Suite provides help to users when they need it, where they need it.
This page illustrates a variety of uses cases for on-demand training within the SharePoint and Office 365 platforms.
You will be able to examine these use cases in action by clicking the link to our demonstration server. You will be required to login first before accessing the site.
Username: demo@sharepointvideoscom.onmicrosoft.com
Password: pass@word1
On this SharePoint site, you’ll have to opportunity to experience a fully operational version of our solution showcasing the Help-Tab, Walkthroughs, Tutorials, Video Guides and much more.
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. Use a walk-thru that runs automatically when the user visits a page. For example, to notify users of a weekly maintenance window or service interruption. Set the End Date to automatically stop showing the walk-thru after the event is over.
Receive Feedback Through VisualSP
Site administrators can stay informed on what their users think about the usability of their site. VisualSP already has a feedback link in the Help panel. There is now a field on the Subscription Management page where you can add your email address to receive any feedback left through the VisualSP 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. A purchase requisition document library is setup. Whenever a user visits the library, they are notified to not upload any document that has credit card or social security numbers. They have to click on I Accept to continue.
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…
Quarterly Compliance Certification
Your company is a Federal contractor that is required to have all of its employees re-certify, on a quarterly basis, that they meet Federal guidelines. This can be accomplished by configuring a VisualSP Help item to appear automatically after a certain date. Users who click the acknowledge button are tracked in analytics, which can be exported for reporting 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 walk-thru on the HR site. The walk-thru introduces the new employee to all the HR 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 and download data as a .CSV file for further reporting.
Regular Tips Campaign
Easily schedule a regular tips campaign through the use of a walk-thru.
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. This can either be set-up as a notice that appears automatically starting on a certain date, or as a help item that people can find in the VisualSP Help panel.
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
SharePoint is a powerful tool but there is a steep learning curve. 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 anyone else involved with providing end-user support. For example, if someone emails you a question about SharePoint, you can find the appropriate Help item in VisualSP, copy the link, and include the link in your response. 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.
Help Users Perform an Actual Specific Function
SharePoint is a powerful tool but there is a steep learning curve. 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.
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.