Saas Application Help Center Knowledgebase Update
Project scope
Categories
Graphic design Training & development Copy writing EducationSkills
customer acquisition management workflow management business to business software as a service (saas)Update the Help Center knowledgebase for TaskTrain, a B2B SMB SaaS application dedicated to bringing "process to the people". This project encompasses restoring missing informational graphics and screenshots, updating existing and adding new articles for recently added new features, and improving the knowledgebase to optimize customer acquisition and retention.
Activities:
- Learning the features of TaskTrain, a B2B SMB "lightweight" process/workflow management SaaS application.
- Learning the capabilities of the HelpCrunch Knowledge Base module.
- Reading the current TaskTrain Help Center to identifying missing graphics and outdated content.
- Updating the TaskTrain Help Center with new and revised articles to cover new and modified application features.
- Improving TaskTrain Help Center navigation and articles to enhance user learning and optimized customer acquisition and retention.
Deliverables:
- Updated Help Center articles
- Library of graphics used for article updates
- Brief summary report describing process of updating articles
- Orientation: Provide overview of TaskTrain company mission, product value proposition, product demo, existing support resources, existing brand and marketing collateral, competitor/adjacent landscape.
- Planning: Review project objectives and deliverables and collaboratively generate task list and timeframe.
- Regular Coaching: Schedule and hold regular check-ins to provide detailed feedback and coaching on work-in-progress.
- Conclusion: Provide closing project feedback based on process and deliverables. Provide oral or written references.
About the company
Keep your team on track. Integrate your standard operating procedures into everyday workflow as actionable assignments.
Training? …Forgotten.
Procedures? …Neglected.
Mistakes? …Made.
Get your team back on track with TaskTrain, the simple but powerful process management platform that equips teams to get things right the first time, every time. TaskTrain combines the simplicity of checklists, the power of mobile task tracking, and the support of just-in-time training, enabling teams to deliver service quickly & correctly. TaskTrain is designed to eliminate avoidable errors in routine work by integrating custom checklists with embedded training into workflow, coordinating team tasks while ensuring compliance, allowing service managers to raise quality, increase efficiency, and lower rework costs.
Benefits:
•Easy Workflow Documentation: Define standard operating procedures by creating simple, multi-level checklist templates. Add detailed, multimedia work instructions/training materials at each step.
•Team Task Coordination: Assign a procedure or any step to any teammate & instantly see status & responsibility of open assignments & tasks. Avoid “dropped balls” in the human hand-offs between steps in a process.
•Instant Job Tracking: Track work orders, support cases, care plans, & other service requests easily.
•Just-In-Time Training: Track work orders, support cases, care plans, & other service requests easily. Instantly see who’s doing what down to the task level.
•Auditable Procedure Compliance: Document procedure compliance automatically with the history of completed assignments and its detailed task-level activity log.
