A consultant’s path to Happit user training
My path to drive user adoption and better understanding of solutions started over 20 years ago as a trainer. I trained various topics including internet programming, use of different applications like SharePoint, Content Management Server, BizTalk Server, etc. My goal as trainer was and still is to ensure best possible end-user experience by describing complex topics as simple as possible, showing a lot of demos and making sure users are able to try things in practice to learn and understand better. While actively training I grew towards consultancy where I was not only training and showing but also accountable of the results. I wanted to make sure that learning became practice. I became even more passionate about technology, software and solutions which I later designed, developed and tested for customers together with the team. One thing led to another and I found myself in technical sales positioning solutions for customers through showing how to use software and bringing them into situations to try solutions in real life scenarios close to their own. By creating immersive experiences, I was able to open their eyes for new opportunities and accelerate the adoption of new solutions .
Understanding the importance of …
Now 20 years later I am part of the team developing Happit. We help users better understand how the solutions could and should be used in the context of solution itself. Whether we are talking about:
- introducing all new features when launching new Intranet using e.g. Microsoft SharePoint
- describing the importance of filling out all required fields in Dynamics 365 CRM solution to improve quality or
- giving opportunity for prospect to understand solution being sold,
the goal is same.
When place and time are not critical, why would you train these kind of things in a classroom, online or on-demand session and let people forget what they have learned, before they start using the solution? You could be training all of this in a real context while users are actually using the solution. Being able to guide and support users through a sequence of actions is powerful way of supporting them. Especially when we want to drive a change in our organization. Happit is your tool for that.
Happit making training easier
I discussed lately about Happit and how it could be used with my dear friend Antti Jokinen who is working for Happit partner Cloudriven. I said that Happit can be used so many ways in his work as an architect and consultant. E.g. when his customer is launching a new Intranet Happit can be used to guide users through all new features instead of traditional training. Business authors can be trained in the context how to manage and create new content into Intranet. Later when people have been using the intranet service owners who monitor the use of search and find out e.g. that handbook or something else is searched often can use Happit to let users know where they can find handbook easily or the item they are looking for. When end users want to tailor their own view in SharePoint document library Happit can be used to guide how to do it. When sales management wants to land a new process, Happit can be used to describe and guide users through the process and fields required to be filled. And the list goes on. All this without huge changes in the target application to drive better user experience and adoption.
So How does Happit work
Happit can easily be integrated into target web application with single line of JavaScript. In case this is not possible e.g. because of not having access to source code, you can use Happit browser extension. In both cases, your web application will be extended, and you will see Happit. As business author or content admin you can create new material, Happspots, on top of any item on the page. You can create single Happspots to present functionality of the application like search or sequence to demonstrate how to use search step by step. Content can be translated manually to multiple languages when authoring or using built-in integration to Microsoft Azure Cognitive Services based automatic text translation. Happit users see Happspots as created in the application. The Happspots are guiding the users how to use the application more efficiently. In case Happspots are not available in local language, users are able to use automatic translation to localize content.
From technical perspective Happit is a modern SaaS service, hosted in Microsoft Azure to provide high availability and security. All traffic between your application and Happit API is encrypted, stored data is encrypted at rest and user data can be pseudonymized to maximize privacy. Happspots are located using metadata on the web page and no content from target applications is stored at any point to ensure best possible security for yourself and your application.
Want to learn more? Try it yourself. Get #JustHappit today.
