Scheduling B-Viz training for your team

Hi Jade, Thanks for your time on our call. It was useful to hear how you are settling in as the B-Viz admin, and welcome again to the role. As we discussed, I would like to get some proper training in the diary for your team. Usage has been quiet lately, and I think the quickest fix is to make sure the account managers and credit control know how to find what they need, rather than going back to the old spreadsheets. Marlcliff has 40 licensed users, so there is plenty of room for more people to be getting value from it. Could you let me know: - which days in the first week back suit you and the account managers best - who you would like in the room, and whether the control room should be included - which two or three questions your team asks most often about a client, so I can build the session around them I can run it online or on site, whichever works better for you. I will write up notes afterwards so you have something to hand to anyone who could not attend. No rush to reply tonight, I know it is New Year's Eve. Kind regards, Laura Laura Penhaligon Implementation Consultant, BG-Demo

Hi Laura, Thanks for this, and sorry for the late reply. I wanted to get my list together while it was fresh. I have a few questions, if that is all right: 1. Could we do the first session online, with a follow-up on site once I have a better idea of what the team needs? I am still learning the system myself, so I would rather not pretend to know more than I do in front of the account managers. 2. Can you show me how the client views are built? I would like to understand which report the account managers actually use each week before I change anything, and I will tell them first if anything moves. 3. Would it be possible to have a short session just for me beforehand? I would like to be able to explain the answers to the team, not only pass them on. 4. Could the control room and credit control be included, or would you suggest separate sessions for each? On timing, the first week back looks best for me, but I need to check diaries with the account managers, as a few are still on leave. I will come back to you with proper options as soon as I have them. It does concern me that so few people are logging in. I think many of them simply have not been shown where to start. I will write it up for the team once we have run the session. Thanks, Jade