You know the feeling. You start a new software tool and, the moment you get in there, you feel overwhelmed. Where do you go first? Where do you start?
This is likely how your team feels when learning a new software tool. They are expected to learn where to go to complete different tasks, yet the screen is screaming at them with limitless options.
So how can you make it easier for them?
In this article, we are sharing our best tips for simplifying this process and helping your team members know what to prioritize when learning a new software.
This might sound obvious, but it often isn’t. The best way to reduce overwhelm is by selecting a user-friendly platform in the first place.
Far too often, companies select software based on the benefits they provide to decision-makers (for example, analytics), but fail to consider the users’ experience.
Here are some points to consider when looking into the user’s experience:
We also recommend that you involve chosen team members to help you with the software selection process. Ask about what they value. Invite them to vendor demos. Have them pilot the tool and identify any potential user issues.
Another way to reduce the overwhelm is by using a guided walkthrough. A guided walkthrough navigates the user through a few key tasks, helping the users quickly identify the most important features.
By focusing on the essential functions first, you help employees feel more confident and in control of their immediate responsibilities.
It’s also vital to offer in-context help for your users. This lets users get help in the moment, in their moment of need.
Companies frequently rely on documentation that is stored in another location. This leads to employees wasting time switching contexts to find the answers they need. Instead, we recommend that you have a support tool that exists within the platform, providing contextual help when needed.
Provide employees with self-paced learning resources, such as video tutorials, user guides, or knowledge base articles, that they can access when they need assistance.
By offering a variety of resources, employees can choose the learning method that suits them best and learn at their own pace, reducing overwhelm and frustration.
Rather than overwhelming employees with all the software's features at once, break down the learning process into manageable segments.
Start with essential features and gradually introduce more advanced functionalities. This approach helps employees to build confidence and competence over time.
The most effective method we’ve seen for this is by highlighting certain features after the user has been using a platform for a specified time. We recommend scheduling one of these tips per quarter.
Here are some recommended tips that we provide to VisualSP customers to load into the most-used applications in Microsoft 365:
When it comes to transitioning employees to a new software platform, a thoughtful and proactive approach can make all the difference. By implementing these strategies, you can help alleviate the initial overwhelm employees may experience when they open the new app and create a more positive and user-friendly onboarding experience.
VisualSP can help you make your transition seamless. Our easy-to-use software includes guided walkthroughs, in-app help, context-based search, and more.