In-House Training: Discovery

Attendees: Core Workamajig Implementation Team

During this call, we want to get to know you and your processes. We will discuss your needs, expectations, and goals for implementing Workamajig. Based on the information you provide, we will establish your training plan which will include an estimated go-live date. We will also find out who will be on your Core Training Team, and discuss what that means with our Train the Trainer concept. Your team will also want to review the Project Intake Guide, to have a better understanding of how Workamajig is designed.

Why is this important? This session is designed as a “get to know you” meeting. It is a time to define the goals and expectations of your teams implementation of Workamajig. Your Account Manager will be asking you questions related to your current workflows and your wants and needs for Workamajig. This also helps to set the path that will be taken for future trainings.

Q & A Topics

Below Are Some Of The Questions That Will Be Asked To Better Understand Your Process:

• Current Project Management System?
• Current CRM System?
• Anticipated number of people that will use Workamajig?
• What are your goals for using Workamajig?
• How is your company organized? Do you have a Traffic Manager? Account Executives?...
• How will projects be ordered? By whom?
• Do you have chargebacks?

These are just a sample of some of the questions that will be asked by your Workamajig Trainer. 

Homework:

Prior to this call, we ask that you send us any relevant files for review, such as schedules or timelines of your current projects. We also ask that you include any forms or reports that you are used to having, i.e., project status reports, project request forms, etc.

1. Review & Download Implementation Checklists

2. Review & Download Deployment Guides.

3. Review & Download Go Live Checklist

Resources

VIDEO

Workamajig Overview Video

Remember, as your training and support team, we are here to help. If you have difficulty with your homework, please email support@workamajig.com.