Note: This class now runs as a private session to focus on you and your firm's needs. After
purchasing this course, an InterAction Trainer will reach out within two
business days to scope and schedule your Train-the-Trainer Workshop at mutually
convenient times. Purchasing the class as listed on LNU covers one seat/person
in the class only. If you wish to discuss a private workshop delivery for
multiple people from the firm, please use the Request Private Training form to
contact the training team for separate scoping & pricing.
This virtual
course is a comprehensive, hands-on overview focused on preparing trainers to
educate attorneys, fee earners, professionals and assistants to use InterAction tools your
firm has available: Client Insights Module (CIM) & IA for Office365 (IA365)
or InterAction for Microsoft Outlook (IMO) & the Web Client.
One of the
biggest challenges to implementing or redeploying any software program is
getting your users trained. Time, content, technology, and user willingness are
often your biggest obstacles toward a successful rollout. The Train the Trainer
session gives you the knowledge, tools and support needed to train your staff
on all the essential functions of the InterAction product, and provides
invaluable resources and lessons to educate your end users.
This class focuses on already developed resources in the InterAction Education
Toolkit such as Quick Reference Guides, On-Demand Education Modules, and business procedures to
help you develop a customized InterAction education program that specifically
meets the needs of your firm. This live, instructor led session also encourages
a cross-firm dialogue regarding tips and tricks and other best practices that
trainers in your industry have used to train their users efficiently and
effectively.
Note: Course materials will be provided for the tools
your firm has available.
Course Objectives
- Understand the InterAction
fundamental concepts
- Complete InterAction end-user
tasks
- Learn tips and tricks for
teaching end-users
- Understand the framework of
developing end-user InterAction courses
Course Outline
InterAction Overview
- Fundamental Concepts
- Communicating InterAction
Fundamentals
Creating Your Training Plan
- Organizational Goals for
InterAction
- Best Practices for Training
Development
- Course Design
- Scenario Mapping
- Prioritizing Topics for Training
- Tips for Training
IA365 & IMO
- Overview of InterAction for
Office365 or InterAction for Microsoft Outlook (IMO)
- Searching contacts & contact
details
- Creating/editing/managing
contacts
- Logging Emails/Appointments
CIM & Web Client
- Overview of Client Insights or
the InterAction Web Client
- Searching contacts & contact
details
- Creating/editing/managing
contacts
- Viewing and contributing to lists
- Reviewing pending contact updates
- Creating working lists
Prerequisites: None
Audience: Trainers who will be educating
end users on the any of the following products:
- InterAction for Office365
- InterAction for Microsoft Outlook
- InterAction Client Insights
- InterAction Web Client
Private Training Available:
- Tailor a custom training session
for up to 12 members of your firm.
- Private sessions are scheduled
around your convenience with our InterAction trainers.
- Contact LNTraining@lexisnexis.com
for more details.
Training
Quarterly Newsletter:
As part of your training purchase,
participants will receive a subscription to our InterAction Training Quarterly
Newsletter: The latest news from IA Training!
End User
On-Demand Access:
Class participants will have access to
End User On-Demand modules for up to 90 days after attending class.