№ files_lp_4_process_1_52158
Internal project training strategy outlining principles, audience analysis, training methods, materials, governance structure, and timeline for adoption of the OpenText document management system within a corporate law department.
Year: 2016
Document date: May 5, 2016
Template last updated: 17 November 2014
Organization: Law Department
Author: Jill Davidian
Training Manager: Cynthia Onstott
Training Lead: Jill Davidian; Tabitha Burns
Business Group Representatives: Nelda Martinez; Dena Major; Dianne Stevens
IT Development Resource: Doug Schultz
Project scope: Matters and Insurance Certificates document management processes
System: OpenText Enterprise Content Management
Related technologies: Microsoft Outlook Enterprise Connect; Microsoft Office 2013; SharePoint
Project phases: Phase 1 – Matters and Insurance Certificates; Phase 2 – Full clean up of remaining content
Target audience: Transaction corporate attorneys; Administrative Assistants; Law staff (non-attorneys)
Training methods: Instructor Led Training; Quick Reference Guides; Job Aids
Training materials: PowerPoint training decks; Quick Reference Guides with screenshots and step-by-step instructions
Key performance indicators: Migration speed; Amount of content moved; OpenText usage within 30, 60, and 90 days; Reduction of documents on shared drives
Governance: OCM Manager review and approval of training deliverables
Implementation milestone: Go-Live following end user training and UAT completion
Department repository: Law SharePoint site
Price: 8 / 10 USD
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