Direct Engagement

The right training for the right people, at the right time

Customer specific and common training

An array of different customer specific or commonly available training actions are tailored to meet your needs and use cases, delivered by specialized M-Files Trainers. The best learning results are reached by blended models with live training events complimented by eLearning materials.

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M-Files Training Offering

The M-Files training offerings outline different stages of the project, users associated with each stage, and the suitable training recommended at that stage. By making use of training offerings from each stage of the project, all M-Files user roles can be supported; before, during, and after the deployment of M-Files in your organization.
Customized training plans can be designed to ensure quick and efficient user adoption in your organization.

  • M-Files Essentials Training
  • M-Files User Training
  • M-Files Key User Training
  • M-Files Business Administrator Training
  • M-Files Coach Training
  • M-Files IT Administration Training

M-Files Essentials Training

Essentials is designed to get the project team up to speed with the M-Files mindset, terminology, best practices, and design principles.

When?

The day before or combined with the first M-Files Design Workshop, with the goal of getting the understanding needed to make design decisions and drive a more productive design workshop.

For Whom?

Those who participate in designing the metadata structure and M-Files functionalities to serve your organization’s needs – especially from the user perspective.

What?

Topics covered during this training include:

Why?

To understand the intuitive and natural process of M-Files that enables the usage of information in a way that makes personal sense while maintaining company requirements.

The Importance of the M-Files Essentials Training is increased when skills with M-Files vary among design workshop participants. With training it is ensured that all participants can contribute effectively.

M-Files User Training

User training provides an understanding of the M-Files mindset and know-how of the features available from a day-to-day usage perspective.

When?

For Whom?

All internal and external users who use M-Files Desktop, Web, or Mobile in their daily routines.

What?

Topics covered during this training include:

Why?

To understand the individual and organizational benefits of using the M-Files and gain confidence in performing basic M-Files functionalities so you can start using the solution immediately.

It is recommended that M-Files Administrators and Key Users are introduced to this module before advancing into more complex topics. The training can be done in the production environment or a training vault according to your organization’s needs.

M-Files Key User Training

Key User training equips participants to act as a local support for other M-Files users. The training gives a closer look at the possibilities and advanced functions that the M-Files Desktop has to offer.

When?

In the design or testing phase before go-live: It is recommended that M-Files Key Users are trained well before the go-live date so that they have time to explore and test out the things learned in the training.

For Whom?

These key users are not necessarily internal M-Files trainers, but with advanced knowhow, they usually work as M-Files support persons for new employees with topics like:

What?

Topics covered during this training include:

Why?

To understand the individual and organizational benefits of using the M-Files and gain confidence in performing basic M-Files functionalities so they can start using the solution immediately.

Key Users need to be distributed throughout the organization, so they are available as a support for users.

M-Files Business Administrator Training

The Business Administrator training path takes a look ‘under the M-Files hood’ into topics like metadata structure, views, workflows and permissions. The modules provide participants with knowledge to fine tune M-Files to best suit organizational needs.

When?

After the Essentials training and during the design phase. It is recommended that there are more than one Business Administrator training sessions during the project.

For Whom?

The users do not need to be technically oriented but understand the organization needs and processes. Usually Business Administrators are business unit/stream/process owners.

What?

Topics covered during this training include:

Why?

Business administrators learn how to make small modifications quickly to your M-Files, e.g. changes to metadata structure, new common views, new workflows or modify existing workflows, modify the permission settings. After the training they also get a better understanding of the big picture and different possible uses of M-Files.

This is an in-depth look at M-Files administrator tools and is not necessary for every user. Usually the participants have access to the M-Files Admin tool and have taken the User course before participating.

M-Files Coach Training

A training built to enable people to act as in-house M-Files Coaches. With this training participants will know how to roll out efficient change management and support the organization’s transition to M-Files.

When?

Training should be taken well before the go-live date of the project so Coaches have time to prepare the appropriate training material, communication actions and plan for the in-house training as well as other events.

For Whom?

The participants should have basic know-how of how the system functions before participating in this training as the Coach workshop does not focus on M-Files functionality. For users that can be considered as internal M-Files advocates, they can either function as in-house trainers or grassroot support people motivating daily users of M-Files.

What?

Topics covered during this training include:

Why?

A toolkit of user-centric tips that a coach can utilize to enable and empower users to connect with and get the most out of M-Files. Coaches that can spread the M-Files mindset assist users to get up and running faster and more comfortably.

M-Files Coach training can prepare the participants to act as in-house trainers or as grassroot support for answering daily queries and enable users. The course content can be combined with some Key User topics and vice versa.

M-Files IT Administrator Training

M-Files IT Administrator training teaches the participants how to perform the tasks to support a local M-Files environment.

When?

Training should be taken well ahead the go-live date to enable IT Administrators to create all the necessary infra-structure and devise suitable maintenance schedules.

For Whom?

Users responsible managing an on-premise M-Files server and systems.

What?

This course gives detailed explanations of:

Why?

This course is designed to support IT Administrators responsible for the implementation and maintenance of a local, on-premise M-Files system on a daily basis.

The IT Administrator course in M-Files Training Subscription e-learning program, covers the typical skills required to maintain a generic M-Files local system; implementation, log file, user accounts, vault replication, and system backups. A customized course will be designed to cover all the above plus any additional configuration/design issues that are site specific. This could include email configuration support and maintaining add-on features for example, Reporting, Scanning or customized VB Scripts.

Don’t see anything that fits your specific training needs?

Understanding the change is critical during an ECM implementation project should never be seen as just an IT project, rather as a project that will change business processes and workflows, as well as employee behavior. The human aspect of the implementation is key to success.

Struggling to convey the business value of implementing M-Files to your team? We can support you with change management behavior while transitioning to M-Files.

Other training options

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