We don't have anything as sophisticated as that. We are a small company. I do like the idea of the questionaire to see what people need to know. Good point!
Our office has sorta/kinda been using Outlook the last couple of years. We have been using another contact management software as long as I can remember. This software is no longer meeting our needs and we are slowly beginning to use Outlook. It is a real struggle since most of the people who are trying to get up to speed are not real software savvy. You know the type. If they have been using something forever and nothing changes, they do just fine but don't ask them to do something new.
Since it appears that we are really going to drift toward using Outlook, I would like to "train" people so that they can get what they need and not be constantly frustrated. I was thinking of doing an every couple of weeks lunch training or something similar.
I can make a list of the features that our old contact managment system had that were grealy utilized and show them how Outlook can do similar (if not the same) functions.
I need help in developing some kind of training. Should I have written handouts? I have a projector available to show something working on the computer. Is this a good idea? I just don't know where to start.
I feel like as the fall and winter begins and people will be staying indoors for lunch it would be a good time to do this. Any ideas?