What are the most effective methods to train and support users in workflows?

4 Provide ongoing support

Training is not enough to ensure that your users follow the workflows correctly and consistently. You also need to provide ongoing support to help them overcome any difficulties, doubts, or errors they may encounter. You can provide support through various channels, such as email, phone, chat, or forums, depending on the urgency, frequency, and nature of the issues. You should also create and update a knowledge base, a FAQ section, or a help desk, where your users can find answers to common questions and solutions to common problems.

5 Evaluate the results

The last step is to evaluate the results of your training and support efforts. You need to measure and analyze the impact of your interventions on the user performance, behavior, and satisfaction. You can use different metrics and tools, such as surveys, tests, interviews, analytics, or reports, to collect and interpret the data. You should also compare the results with the predefined objectives and expectations, and identify the strengths and weaknesses of your training and support methods. You should also solicit and incorporate the user feedback and suggestions for improvement.

6 Iterate and improve

Training and supporting users in workflows is not a one-time event, but a continuous cycle of improvement. You should always look for ways to update, refine, and optimize your methods, based on the changing user needs, preferences, and feedback. You should also monitor the changes in the workflows, the business environment, and the technology, and adapt your training and support accordingly. By doing so, you will ensure that your users are always well-trained and supported in following the workflows that enhance your business operations.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?