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How to Have a Great Training Experience

For far too many clients, the scariest part about implementing new software is the initial transition from their old software. Migrating all their key data properly and ensuring their employees are trained effectively on the new system is a crucial and important step to their long-term success. If the training process is not carried out adequately their staff may lack the knowledge and confidence they require to become proficient users.  The above indicates just how critical proper training is for a smooth software transition and reduced headaches – but how do you go about accomplishing that? Simple! Just follow these four steps:

Establish Goals –

Establishing goals on both ends goes a long way to ensuring a smooth learning curve throughout the training process. Set clear expectations and then strive to meet them; exceed if possible.

Make a Schedule

Setting out a realistic schedule will get the client to gradually use the software and be eager to learn.

Understand different learning styles

Get to know your client’s learning style and cater to them. People learn differently – some better with shorter training sessions, while others are more comfortable with a hands-on approach. Offer different options so that you can transfer your knowledge in a way that is most effective for your client.

Unlimited Training

Premier believes that offering unlimited training goes a long way in ensuring your client’s success. People learn at different paces, as companies grow employees are hired, or people simply forget how to use certain functions. Offering unlimited training gives clients the confidence that they will never be stranded.

 

Premier is dedicated to help you manage and grow your business. We offer advice on best practices, use a challenger approach and help you get the most out of our software. We understand the importance of the training phase and put an emphasis on always being available, creating efficient training schedules that are flexible, and sharing with our clients all the knowledge we have acquired over the years.

Please refer to our implementation process page for additional information.

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Trends & Technology

Premier Construction Software Permission Levels and Security

Cloud software provides your employees access to any information at any time, right? The answer is only if you want it to. Premier Construction Software is partnered with one of the world’s most trusted hosting providers, Microsoft Azure, which ensures your data is always available and secure. Premier allows the administrator to set up various security levels by company, division, job or menu design in order to provide or restrict access to certain groups or individuals.

 

Once the security levels are set, you have the ability to control what users can access and do. Within the software, users can set up read-only privileges and control who has access to view, post and or approve key documents. For example, key users can enter and edit change orders but the approval itself can be restricted, or a user can enter in a purchase order or an AP invoice but they will not be permitted to post them.

 

The security levels you assign to users is critical as it sets proper controls and makes it easier to hold users accountable.  A full audit trail, revision tracking and an automatic document storage system makes it easy to find an entry or any particular posting history. Another benefit to setting up proper security levels from the start is the capability to remove menu options for certain users which creates a cleaner and more user-friendly working experience. Permission levels are usually defined during the initial implementation stage but are easily adjusted as users are added.

 

Cloud software promotes collaboration by creating an environment that is secure and easily accessible for all important parties such as your colleagues, vendors and clients. Premier takes that security to an even higher level – it allows you to set up external third party access for your subcontractors and customers. Using this feature, they can easily log-in to a portal to get immediate access to view or approve documents related specifically to their projects. Using advanced security parameters, you can define which type of document is available within the portal (i.e. invoices, change orders, payment applications, quotes etc.). Premier accomplishes this by using a fluid permission levels system that does not hinder productivity while simultaneously allowing everyone to remain informed and continue being part of the team.

 

Now you can manage, access, and protect your data while gaining visibility and increasing communication within your team!