Exterro’s training curricula gives users the skills they need to maximize the effectiveness of Fusion’s rich set of tools, integrations and capabilities. Exterro provides in-person training sessions, either on-site or at Exterro headquarters in Portland, Oregon.
Client success specialists work closely with each Fusion client to choose a training approach to best suit each company’s needs, from organizational and IT infrastructure to time, location and budgetary constraints. A single point of contact within Exterro’s client success department works with each client to shepherd users through the entire process, provides hands-on, individualized training, and remains available to answer questions and address issues whenever they arise.
Exterro’s clients can choose from a variety of proven training approaches:
Client success team members help clients identify a small handful of internal staff to act as designated trainers for employees who will use Fusion. Exterro provides this team with extensive training, and supports them through the process of educating the rest of the organization going forward.
Group training conducted in a classroom setting to directly educate all Fusion end users, ensuring that each user receives a consistent message and allowing the group to benefit from disparate internal perspectives on functionality as well as maximize the variety of scenarios that give rise to questions during training.
When time is of the essence and functional roles are significant to operational success, Exterro offers a targeted training program broken down into several unique, shorter classes for key functional teams and/or individuals. Client success team members work with clients to determine the best targeted approach. Past programs have included targeted training for clients’ attorneys, IT support staff and paralegals, each of whom received training tailored specifically to their functional roles.
No matter what training approach is utilized, Exterro understands that users will often have questions that cannot be answered internally. Continuing support and training is available to answer these questions in whatever form is convenient for clients – typically a web-based training session where the end-user maintains control of his or her computer and receives over-the-shoulder, hands-on assistance from a client success team member, maximizing the user’s learning opportunity.
