Getting back to basics, 4 questions with a Hyland educational trainer

OTTC 2014 BreakoutThe first quarter of the year is always tough. There’s meeting after meeting to plan strategies and then there are more meetings to plan how to implement those strategies. There’s goal setting and transitions of all types. In terms of internal commotion, the first quarter can be a hectic time.

How best to handle the rigors of all of this work? How best to manage all of the change and transition and upheaval?

Sometimes, it’s just a matter of getting back to the basics of what brought you success in the first place. We spend so much time focusing on the complexity of the problems at hand that we often overlook the good habits that got us ahead in the first place.

What does it really mean to get back to basics?

I cannot speak for everyone else here at Hyland, but for me it means getting back to what has made me successful in the past. We’re a software company and I sit in front of a computer all day. But getting back to basics for me included busting out a pen and notebook to track my daily to-do lists. It meant picking up the phone or walking over to a colleague to ask questions and get clarity on a project.

But getting back to basics also meant getting involved in every project I could. When I joined Hyland, I was reluctant to venture into the deep end. I just hadn’t gotten to the level of confidence I needed for what I was doing and where I was heading.

Maybe it was part of a New Year’s resolution, but I needed to get back to valuing my own talents and skills to dive deeper in my current projects and branch out into new ones.

I needed to stop feeling like “the new guy” and start pushing myself ahead, the type of approach that worked for me in past jobs. Thus far, it’s going well.

Maximizing the return on technology you’ve already invested in

So, there’s the big question left to answer: How can we help our customers get back to basics?

It’s a two-part process. The first part is relatively simple. It involves gaining a deeper understanding of the issues the businesses we serve are experiencing and how our product suite helps solve those issues. It’s strengthening partnerships by sharing ideas and focusing on what can be done together. It’s getting back to the core purpose of why we work together in the first place.

There’s also a second part, which fits nicely with our core message: One platform, unlimited potential. This part of the process is all about helping our customers get back to basics by reducing the number of disconnected systems and data silos across their enterprises.

Luckily, we also have a new way of getting there. We developed a new course called OnBase Fundamentals, which is a three-day online course that covers a wide range of features, solutions, and modules to unlock your organization’s full potential.

Advice from an expert

We designed the new course with the idea of “back to basics” in mind. To better understand the course, I sat down with Joe Carlone, the Education Services trainer who created the course, to better understand how to best get back to the basics.

Here are the highlights of our discussion:

Q (Joe Russo): You talked about three core questions about the typical student for this course. What are those questions and why are they so important to this class?

A (Joe Carlone): At its core, the OnBase Fundamentals course is meant excite our customers about their solutions and educate them about all the possibilities available to them. To do that, we need to show them what our solutions can do and give them resources to help them be successful.

We start the conversation with  three questions:

  1. Are you using your solution to its fullest potential? Basically, your solution is working, but do you know what else is possible?
  2. Are you able to articulate your business challenges and use OnBase language to strategically discuss OnBase with others?
  3. Are you two or more years behind the current OnBase release? If you’re not using the current release, you most likely don’t know all opportunities OnBase has to offer.

The class is focused on showcasing the power of our solutions using the most current release and is designed to inspire customers to be passionate about their solutions and expand their solutions across their enterprises.

Q: You’ve come up with a great headline for this course that is very compelling. How did you settle on those words, “Educate, Empower, and Enable” to communicate the value of the course?

A: As I thought about the class, I came up with three questions, the ones mentioned before. The more I thought about those questions, I started thinking about what we are doing with this course.

At the foundation we are educating customers on what is possible with OnBase. What’s out there that they don’t know about but would, or could, use to continue making their investment even better? When we educate them, we enable to them to start thinking strategically about their business challenges and their solution.

How can the new things they learned about OnBase work for them? How can they leverage what they already have to make it more efficient? All of this empowers our customers to ask the right questions, use specific language, and engage their resources to expand their solutions.

Q: For you, how does a course like this that gets “back to the basics” make a difference?

A: It’s easy to get stuck in the status quo of everything. You think, if your solution is working, then you don’t need to touch it. But that mentality prevents you from seeing the other opportunities to make your solution better, to improve on what is already working.

You need ask, “What don’t I know that I can use?” or “How can I tweak what I am using?” Many of the topics in this class can be functionality of OnBase that they already have and can implement immediately without additional licensing.

Q: Lastly, how do people register for the course?

A: The first stop is OnBase Training, where there is more than just the OnBase Fundamentals, but a wide range of training and educational resources for users of all types. By clicking the Schedule link on the top of the page, anyone can register for courses that fit into their calendars.

Are you ready to get back to basics to make an impact at your organization? Get the training you need, when you need it.

Joe Russo

Joe Russo

Joe Russo is a strategic account manager at Hyland. Currently, Joe also writes for Factory of Sadness, a Cleveland sports website operated by Fansided, and The OnBase and Hyland Blogs.... read more about: Joe Russo