Exterro Fusion Software Training
Exterro’s training curricula gives users the skills they need to maximize the effectiveness of Fusion’s EDRM software, rich set of tools, integrations and capabilities. Exterro delivers training in several ways to match client needs: in-person at client facilities, over the web and through recorded sessions, as well as on-site 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 budget constraints. Exterro assigns a single point of contact to work with each client and shepherd users through software rollout. Exterro also provides hands-on, individualized EDRM software training, and remains available to answer questions and address issues if they arise.
Exterro’s clients can choose from a variety of proven training approaches that follow e-discovery project management best practices:
Train-the-trainers
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 software training, and supports them through the process of educating the rest of the organization.
On-site group training
Group training can be conducted in a classroom setting to directly educate Fusion end users, ensuring that each user receives a consistent message and allowing the group to benefit from diverse internal perspectives on functionality and processes. Exterro group training focuses on explaining different scenarios and use case questions.
Targeted training
When time is of the essence, Exterro offers a targeted training program broken down into several shorter classes for key functional teams or individuals. Client success team members work with clients to determine the best path to ensure users get the training they need for a successful rollout. Exterro can deliver finely targeted training to attorneys, IT support staff and paralegals, each of whom will learn exactly what’s needed in their functional roles.
No matter what training approach a client chooses, 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 coaching from a client success team member, maximizing the user’s learning opportunity.