USING EPAK TO DOCUMENT AND TRAIN EMPLOYEES

Julie Shoemaker

Guide Technologies, LLC

AGENDA

• What is it and what does it offer

• How does it fit the business needs of documentation and training

• Discuss functionality

• See it in action

• Wrap-Up / Q & A

WHAT IS EPAK

Enterprise Performance

Accelerator Kit

WHAT IS EPAK

An authoring tool that records your keystrokes and instantly creates videos and documentation as you step through your business procedures.

• Fast way to create documentation

•Multiple outputs from the same recording

•Relatively easy to learn

• Infor content

WHY USE EPAK?

EPAK SAVES TIME!

Traditional Tools EPAK Developer

Number of procedures (assumes average complexity) 100 Procedures 100 Procedures

Number of steps to complete procedure (assumes avg complexity) 20 20

Number of days to create procedures with 1 full-time employee (includes, development, QA and editing)

4.5 days per Procedure =

450 days

.75 day per procedure=75

days

USER ADOPTION & COMPETENCY

“The #1 reason for failed implementations”Source: AMR Research, 2005

“87% of learning is lost within one month of the training”Source: Huthwaite study published in American Society for Training & Development Journal

WHEN TO USE EPAK

• New Employee Training

• Continued Education Training

• Change management

• New Product / Process implementationoPre: evaluate the functionality you need and conduct user acceptance testing,

business process reviews, and approvals in a consistent format.

oDuring: tools for instructor-led and web-based training, as well as usage tracking and user acceptance training.

oPost: deliver job aids, product assistance, simulations, application coaching, and usage tracking.

• See It! Mode

• Try It! Mode

• Know It? Mode

• Do It? Mode

• System Process

• Job Aid

• Training Guide

• Instructor Manual

• Test Document

• Test Results

• Presentation

OUTPUTS

HOW DOES IT WORK?

LIBRARY

CREATING A NEW TOPIC

DOCUMENT TYPES

• Module: A module (purple book) is used to organize a specific unit of learning. It can contain other documents such as sections, topics, or even other modules to form a component of an outline.

• Section: A section (blue book) is very similar to a module in that it also can contain other documents such as sections, topics, or other modules.

• Topic: A topic represents a series of recorded steps that complete a task in an application.

• Package: A package is a collection of one or more files that can be imported and attached to documents as additional content. For example, a package can be as simple as a document that contains an image file or more complex where it contains multiple files that comprise an entire web site.

• Web Page: A web page is an HTML page that can contain text, audio, images, and hyperlinks to other content. It can be linked to modules and sections or frames and bubble text within a topic.

• Question: A question tests student knowledge on a piece of content. There are seven types of questions including Fill in, Hot Spot, Matching, Multiple Choice (single answer), Multiple Choice (many answers), True/False, and User-Defined.

• Assessment: An assessment is collection of questions and topics used to test a student's knowledge of larger portions of content.

• Glossary: A glossary is a list of specialized terms unique to your company, or terms that require further clarification for your users.

• Role: A role generally represents the actions and activities assigned to or required or expected of a person or group. A role is used to filter topics in the Player.

• Template: A template controls the bubble text that is automatically populated when you record a topic.

• Publishing Project: A publishing project contains all of the files that are used in a publishing style. For example, the Training Guide publishing project has various Microsoft Word documents and XML files that control the output format of this style. You can customize a delivered style by copying the relevant publishing project document and editing the files to define your custom style.

CREATING A NEW TOPIC

New topic

Concept

Introduction

RECORD

• Auto or Manual

• Prepare!!!

• Can edit after – but only so far . . . .

EDIT & PREPARE

Bubble text

Display

Preferences

Player

Settings

Video

Display

Frame

Structure

EDIT & PREPARE

OUTPUTS

ADDITIONAL INFORMATION

Pre-built Content

Advanced Features

Additional Resources

ADVANCED FEATURES

• Alternative Actions / Paths

• Decision Frames

• Record it! vs Developer Client

TECHNICAL LAYOUT

• Player

• Knowledge Center

• Developer

PDF overview

NETWORKED OPTIONS

Versioning

Check In/Out

PRE-BUILT CONTENT

Consists of the most common actions and processes in the software, following best practices. You can then edit this

content to follow the practices at your organization.

• EPAK Pre-Built Content Versions

• EPAK Content for Infor EAM

• EPAK Content for Infor LX

• EPAK Content for Infor Supplier Exchange

• EPAK Content for Infor WFM

• EPAK Content for Infor XA

• EPAK Content for Infor Expense Management: Expense Reports

• EPAK Content for Infor Expense Management: Timesheets

• EPAK Content for Infor System 21 - Distribution

• EPAK Content for Infor System 21 - Financials

• EPAK Content for Infor System 21 – Production

• …. And many more

THANK YOU!Q&A

Julie Shoemaker

jshoemaker@guidetechnologies.com