Provide training and support during the rollout of iManage Work 10 as a new document management system.

The Challenge

Shakespeare Martineau were rolling out iManage Work 10 as a new document management system to the firm.

The Strategy

iManage was rolled out in a phased approach and the training included a two-hour hands-on classroom session, support from our floorwalkers for 1 week after going live to assist the team at their desks with any questions and to provide one to one sessions with each team member using a checklist to address any individual training needs.

Several super users were also selected from each team and attended an extra two-hour training session to explore iManage Work 10 in more detail than the standard training so they could continue to provide post implementation support.

iTrain produced 30 quick reference guides on iManage Work 10 with each focusing on a single topic such as ‘How to create a new version of a document’.

We also produced short YouTube style videos on the top ten iManage questions to assist people when at their desks.

A full eLearning package was developed covering iManage Work 10 which could be used as a replacement for the face to face training or to refresh people on specific topics when using the new document management system for the first time.

The Results

iManage Work 10 has now been successfully rolled out across the business and has been adopted extremely well.

Feedback from the training has been very positive:

“It couldn’t have gone any better thank you, your guys were amazing, and we received great feedback from the floor. All 3 of them are a credit to iTrain if you can pass on my huge thanks and let’s push forward to the June drop” - Sophie Morson, Business and IT Change Project Manager

“I think the way we were trained on Thursday was great- the guy was very enthusiastic about it and you can’t help but buy into it”. - Superuser, Birmingham office