Soho 4 rollout - manager/employee notifications & education

unknown

Curious if anyone is willing to share how they rolled out soho 4.0 communication/education to managers and employees.

Did you re-do all of your documentation for managers (evals, all that kind of stuff) with new screen shots, etc

Feeling as though this will be big impact on usability for managers, admin assistants

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kacie-burge

Hi Annette!

My clients that began using SoHo 4.0 created short 2-3 video tutorials showing the new navigation along with How-To's for the most popular forms that the users will use.

I also thought you could turn on Soho 4.0 in a Train/Test environment (while your production stays in 3.5)so that your users might have access to in preparation for you moving your production system to Soho 4.0, you might look into that as well?

Hans Mueller

Saw your post - would you be willing to share those videos with other clients. If you attach them here, or want to email me directly, I can put them in a place where many of our clients can access them as part of our FSM-GHR Customer Forum.

Dr. Awesome

I'm really curious about this too for a couple of aspects. First off, what isn't obvious enough in my UI that warrants a training video? Amazon and TurboTax don't need training videos.

Secondly, I also wonder if anyone has done any tracking/metrics as to what degree these videos are actually used (and valuable) to end-users. Are we just doing this because it's what we've always just done? How do we know it's working? How do we measure it's value? Is this a hold-over from the PTSD from really unnatural ERP UI/UX? Or has the SoHo 4 UX not totally arrived yet, and if not, how!

kacie-burge

Hi Hans, These were built on the client's system, not in our sandbox. If I recreate them using our sandbox and no client information I would be happy to share!

Thank you,

kacie-burge

In my clients situation, the end users (Requesters and Approvers) had not been introduced to the v11 system so they were not comparing functionality/navigation from Soho 3.5 to Soho 4.0. We decided to do the training videos as a supplemental resource before attending remote training sessions with a trainer (due to Covid) and it allowed the remote training sessions to run much more smoothly since they already had been introduced to the new user interface via the training videos they watched. The only users that watched these videos were Requesters and Approvers. In my clients case, these videos were very helpful to be introduced to the system, but again, they were not only covering navigation but actual functionality of v11 as well. It sounds like you already have users using 3.5 and want to know how to prepare them for the switch of 4.0?

Either creating a short video tutorial showing some of the key differences in navigation between to the 2 interfaces or creating a document they could review and posting that to a Custom Homepage could be helpful as well?

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