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  1. TRIAL DIRECTOR – Presentation Tips & Tricks By Susanne Strong, Content Developer, IPRO Learning Experience Team When it comes to getting ready for Trial, practice and preparation are key. As a former Paralegal and Trial Technician, I believe in the tried-and-true method of practicing before being put in the hot seat. Whenever I had a spare moment, I practiced using Presentation Mode and Presentation Preview in TrialDirector. Why? Simply because practice makes perfect. The fact is, no one is perfect. But, the more we use the Presentation Mode in TrialDirector when we’re preparing for trial, the more comfortable we feel when the pressure is on. It’s our muscle memory that will get us through when we’re in the hot seat. If the attorneys I was working with didn’t use trial outlines, I used Presentation Mode solely. If they used outlines, I used both Presentation Mode and Presentation Preview in conjunction with each other. When the attorneys used an outline approach, I would put one exhibit up on the screen in Presentation Mode, while getting the next exhibit ready in Preview. If I had time late at night, or on weekends before a trial, I would take my laptop home and practice putting exhibits up on the screen, in different zones, replacing exhibits, and moving them around on the screen. Thereafter, I’d use annotations, call-outs, screen-shots and workbooks. Trial presentation short cuts Once I was comfortable with that, I’d work on my command-key shortcuts (a list of which can be found on our Help Center). It is with practice, and practice alone that I became comfortable. When I first started out, and in cases where there were several deponents or key issues, I always used workbooks, both to organize my documents and to present from. This helped me choreograph my presentations, and let’s face it, that’s half the battle, right there. While there are a couple of methods you can use to place documents into zones, I used the function keys on my keyboard (F1 for zone 1, F2 for zone 2, etc.), for me this is the quickest and the easiest method, thus this is what I practiced doing. Once I got that down pat, I then moved documents around using the Zone Mover tool. While there are two ways you can move items, my go to was also a function key, the F10 key, in conjunction with the zone I wanted to move a document to. The benefit of the F10 key option is that the document moves “magically” and the jury didn’t get distracted watching me move the documents around on the screen. Committing commands to memory With practice, I comfy using command keys as referenced above. Initially, I didn’t have them memorized like I do now. At first, I had the key commands typed on an index card (before those became obsolete!). Luckily, that became unnecessary once command-keys were included in TrialDirector’s Preferences in both Presentation Mode and Presentation Preview. Last but not least, I made sure to practice using a projector to ensure that I could pretend like I was in a courtroom and could use both modes of Presentation. Another must for me was contacting the court to set up a time to view the courtroom. Knowing their setup and determining what technology they had, in order to be prepared ahead of time, in case I needed to bring all my own equipment, was key as well. While these tips aren’t TrialDirector specific, knowing the courtroom setup and being familiar with the hardware needed during trial greatly improves the presentation experience for you and the jury. It’s the knowledge of and practice in the tool that takes you from good to great. If you’d like to learn more about IPRO’s products or purchase any type of training, head to our online Learning Center: https://learn.iprotech.com/ If you need any help with the Presentation course in TRIAL DIRECTOR, go here: TRIAL DIRECTOR: Presentation IPRO’s Help Center, which is where you can find documentation on all IPRO products can also be found here: https://myipro.iprotech.com/help If you have topics you’d like for us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.
  2. Why You Too Should be Utilizing Workbooks in TRIAL DIRECTOR By Susanne Strong, Content Developer, IPRO’s Learning Experience Team As a former Paralegal, I am a huge fan of organization. In fact, you could say that organization is one of the key factors as to why I was successful in my past roles and why I continue to be as a Content Developer here at IPRO. The fact that I love organization may be why Workbooks in TRIAL DIRECTOR just happen to be one of my favorite features and something I love diving deep into , when delivering live training. The reason why? Workbooks can assist you in a variety of ways, whether it be to help organize your case data in Evidence, or to better help you present when it comes to arbitrations and trials. Utilizing Workbooks in Evidence is a great way to organize documents and relate them to specific groups of items, such as documents or clips or to a particular witness or an issue. If you’re from my generation, think of Workbooks in TRIAL DIRECTOR like that Trapper Keeper you used to use in school, with the Velcro, Notepad, Storage Packet, 3-Ring Binder and all of the separate folders inside. For someone geeky like me, that binder just about made my school day and professionally speaking, I can say the same for Workbooks. Organizing evidence in Workbooks by deponent or issue When it comes to organizing documents into Workbooks in Evidence, I create workbooks in the same manner that I would deposition and trial notebooks: by deponent, issue and/or opening and closing statements. Going back to my paralegal days, creating workbooks for each deponent and placing documents related to those deponents into those workbooks enabled me to effectively prepare attorneys for upcoming depositions. Creating reports of the documents in those workbooks, of course, goes hand in hand. Compiling the corresponding transcripts for each deponent to go along with those is simply a must. If your case is issue intensive and you’ve categorized both documents and transcript text by issue, you can create Workbooks by issue, electronically print those workbooks and their Workbook Listing reports, and all Transcript Issue reports after you’ve coded them to go along with the corresponding Workbooks. It’s just like organizing documents into those 3-Ring Binders and all of the separate folders in that good old Trapper Keeper of mine, except it’s even better because I haven’t had to print any paper! Organizing documents in Workbooks by argument Organizing documents in Workbooks by trial argument, such as opening and closing statements, is another way to set up documents in Evidence and effectively present arguments at trial. Besides creating trial exhibit and deposition workbooks, to use in both Evidence and Presentation, in my opinion, this is the best use of workbooks in TRIAL DIRECTOR. While everyone wants to know how to present on the fly and show off their mad skills in the courtroom, organizing your documents into workbooks and presenting from there is in fact one of the most flawless ways of presenting. By placing documents into workbooks in the order you wish to present them, you can simply launch them in that manner, one at a time and then flip through all pages of those items seamlessly. If you use the spacebar to launch from the workbook instead of the green launch button, it’s almost like waving a magic wand, no one sees you doing it, and magic happens on the screen right before your eyes. In this instance, you too can be either Harry Potter or Hermione Granger (take your pick!). The Trial Exhibits Workbook is the default Workbook, as they are of course the most used items. and we’ve put them at your fingertips. All you have to do is launch them in order or select the exhibit you want and voila, the item is presented on the screen. You can also organize clips via Workbooks and present them in this manner as well. Whether you create a clips Workbook on its own or create Workbooks by deponent and place all documents and clips that relate to each deponent into that Workbook is up to you. Conclusion When it comes to the use cases for Workbooks, the options here are truly endless. For me, it’s all about organization: Organizing items in Evidence and using that organization to the best of my ability when it comes to presenting. When I’m organized, I’m confident and that makes me one heck of a hot seat operator. If you’re looking for a little help on creating workbooks or say, working with transcripts, here at IPRO, we’ve got you covered. We have several topics on our help center that’ll get you started and we also created a whole bunch of self-guided learning courses related to TRIAL DIRECTOR made especially for you. Workflow: Get Started in TRIAL DIRECTOR Overview: Workbooks TRIAL DIRECTOR Self-Guided Learning TRIAL DIRECTOR Document Management For links to other courses, or if you’d like to learn more about IPRO’s products, log on to our online learning center, https://learn.iprotech.com/ For step-by-step instructions, on processes, IPRO’s Help Center can also be found here: https://myipro.iprotech.com/help If you have topics you’d like for us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.
  3. Making the Leap from Eclipse SE to OPEN DISCOVERY By Brittany Thaler, ACP eDiscovery In the ever-evolving field of eDiscovery and the massive influx of content coming through our litigation and investigation doors, we need to be in the know and prepared to take whatever changes come along in the process. That includes making changes to the software and workflows we use on a continuous basis. I lost your attention there, didn’t I? A big wall went up and said “No. No. No. What I do works, and I am sticking with it!” Does it really work to its utmost potential though? In the past couple years, have you ever thought to yourself, “Man, I could really get through this review faster if I didn’t have to tag each chain per custodian,” or “Is this the same email chain, or is it different?” Those “ummms” and frustrations waste time. A new way forward with OPEN DISCOVERY These types of questions were necessary in Eclipse SE, where threading and near-duplicates aren’t trackable. However, in OPEN DISCOVERY, this task could be accomplished in mere minutes. Isn’t that better than hours of uncertainty? If I can look at a series of threads all at once in OPEN DISCOVERY, see the differences and tag accordingly, I can reduce the time it takes me to get the production out the door. I may even have found key facts that would have been lost in the redundancy. That’s a win in my book. Let’s take a gander into our new normal of remote team working. Years ago, the idea of working remotely as a paralegal was sort of taboo. Attorneys wanted you in the office, with a big bulky machine. Today, however, more and more paralegals (and review attorneys) are working from home, whether it’s in the same city or a different state entirely. With OPEN DISCOVERY, remote workers can, with little to no effort, utilize the Self-Service portal to upload and ingest data received. Unlike having to replicate and sync in Eclipse SE, workers have the ability to access Review in the cloud, avoiding a bulky and tedious synching process. To boot, OPEN DISCOVERY has Active Learning, Email Threading, and Keyword Management, among many other analytic tools, which can further simplify your review process. OPEN DISCOVERY has numerous benefits to offer, but in my opinion, this functionality alone makes it worth the leap into the cloud. You’ll still enjoy the traditional features you’re used to such as templates, customized input and productions, and tagging and coding. But with OPEN DISCOVERY you will have so many more tools at your disposal just waiting to assist you! We’re excited to help you on your journey with these new tools at your fingertips, which will help make you become a truly remarkable eDiscovery practitioner! Happy Leaping! For more information about tips like these, keep tuning in to our regular blog series from our Product Learning Experience team. If you’re interested in migrating, check out this Help Center topic: Migrating an Eclipse SE Case to OPEN DISCOVERY as well as this course on our Learning Center: Moving an Eclipse SE Case to OPEN DISCOVERY. If you’d like to learn more about IPRO’s products or sign up for Self-Guided Learning, log in to our online learning center, https://learn.ipro.com/ IPRO’s Help Center can also be found here: https://myipro.iprotech.com/help If you have topics you’d like for us to cover in our blog, or want to share feedback about the Help Center or the Learning Center, please feel free to drop us a line.
  4. By Brittany Thaler, ACP eDiscovery Are you suffering from “Click-y wrist”? If you are a paralegal, you know what I am talking about. That pain in your wrist and hand that comes with redacting hundreds and hundreds of social security numbers, date of births, and account numbers from records. Thank goodness for area-specific redactions in Review. Wait, you don’t know about this? So you have been redacting dates of birth that appear over hundreds of pages in one general area one by one? Oh no, we need to fix this! Use the following procedure to apply a redaction to content in the same location in a range of pages (comprising one or more documents). For example, a date of birth that needs to be redacted may be repeated in the header of all pages or a document, or several documents. This procedure works accurately when the pages are the same size and resolution. Identify the starting and ending image keys (BEGDOC values) of the documents/pages to which the redaction should be applied. In the Image tab, apply the redaction to one of the pages. Right-click the redaction and select Annotation Options > Apply to Range. Enter the Start and End Image Key, or click ... and select them, then click OK. The redaction is applied to all pages in the range. Once the redaction is applied, it is unique to each page. That is, if you move or otherwise change one of the redactions in the range, the other redactions are unaffected. Pages don’t always scan in perfectly, and sometimes the redaction can be a little “off”. Be sure to QC the redactions to ensure the “DOB” you bulk redacted is completed covered. If it is not, you can move and/or resize: Move a redaction: Locate the redaction to be moved. On the Image tab toolbar, click the Move button, . On the image, the mouse pointer changes to . Place the mouse pointer over the redaction, drag it to the needed location, then release the mouse button. When finished, click the Pointer, , or another button to stop the redaction activity. Resize a redaction: Locate a redaction to be resized. On the Image tab toolbar, click the Move button . On the image, the mouse pointer changes to . Place the mouse pointer over the edge of the redaction that needs to be resized. The resize arrows will appear. Drag until it is the correct size, then release the mouse button. When finished, click the Pointer, , or another button to stop the redaction activity. Looking for some more tricks and tips for Review? Check out On a Mission: Deeper Dive into Review Functionality in LOCAL DISCOVERY. There is so much more content on the Help Center and in the Learning Center overall. The Product Learning Team’s goal is to provide you the right content, at the right time, and in the right format. As we continue to execute on our mission, more content will become available and easily accessible to guide you through your journey. The Learning Experience Team wants you to succeed in this fast-paced, new world. We wish you luck on this endeavor and know with the right tools, the right training, and the right support, you can be a truly remarkable eDiscovery practitioner! Happy Learning! For more information about tips like these, keep tuning in to our regular blog series from our Product Learning Experience team.  If you’d like to learn more about IPRO’s products or sign up for Self-Guided Learning, log in to our online learning center, https://learn.ipro.com/ IPRO’s Help Center can also be found here:  https://my.ipro.com/help
  5. By Brittany Thaler, ACP eDiscovery Considering upgrading to OPEN DISCOVERY 11.0? Why not!?! OPEN DISCOVERY 11.0 has so much to offer, including: Enhanced Document Navigation – Document navigation streamlined and more intuitive to get reviewers up to speed faster. Updated "Save & Next" button replaced with an “Arrow” to function as a save and move to the next document while taking up less real-estate on screen. “Next” moves to the next document without implied save. If the document was updated, the user will be prompted with a message that changes will not be saved if they continue. “Back” moves to the previous document without implied save. If the document was updated, the user will be prompted with a message that changes will not be saved if they continue. "Undo" removes any unsaved changes if changes exist. "Save" will save any saved changes if changes exist. Improved Document Grid – New and improved document grid to increase usability, visualization, and filtering options. For a more friendly user experience. Column width changes made by a user are maintained from session to session. No more realigning each column at the start. Pin a column to the document grid. Select all, selects all documents in the active search versus the visible span by default. Shift-Click enabled to select multiple documents within the grid providing greater consistency with expected application behavior. Document count currently selected is now fixed to the bottom left corner of the grid providing unobtrusive persistent visual cues. The Applied relationship is actively visible across all instances when in the document grid. Multi-Sort by holding the "ctrl" key when applying filters provides intuitive access to multi-sort and can be applied across up to 9 sort fields. The name field now has a direct text filter, enabling reviewers to quickly filter on names without having to run a custom search. Search for Tagged & Un-tagged documents – In document viewer, users can create a search to quickly find all documents where a specific tag has been applied via right-click option from the tag. The search criteria are added to the queue in the Visual Search dashboard and can be run as is or updated with additional search criteria. We have you hooked and excited now, right? Now it’s just a matter of what to expect and how to prep for the upgrade? Learning Experience Team has you’re back on that workflow! Starting with 2022.11.0, IPRO software is deployed via a configurable VM image. This means that a lot of the actual work will need to be done by someone with access to the VM layer, typically this will be a member of you IT team. What will you need to do? First thing first, submit an upgrade ticket request. IPRO Support will discuss with you the preparation process for upgrading to 11.0 during a prep call. What will they have you do? Complete the SQL Validation Check SQL must be installed on a machine ahead of the install and must be configured correctly. VM preparation steps with your IT team Before IPRO can configure anything, you will need to review documentation with your IT team on how to prep the VMs for the install. IRPO Support will provide you with written instructions. Be sure to go over each step and ask as many questions as need be. Configuration Input Document provided by IPRO support. This document is a complete list of every input that the configuration is going to ask for during the configuration step of the install. You will need to fill out this document and submit it back for review. This will be used for our Environment Documentation, as well as give us a chance to spot-check the inputs you will be using during the install. Ready and confident? Submit your ticket to IPRO Support! Looking for more details on what to expect? Check out OPEN DISCOVERY 11.0 Upgrade: What to Expect on the Learning Center. To take a peek at a few of these exciting new features, check out these free On a Mission lessons on our Learning Center: Customizing the Grid Display Adding a Tag to the Search Criteria Calculating the Page Count of a Document Pinning a Column to the Grid Display If you’d like to learn more about IPRO’s products or purchase any type of training, head to our online Learning Center: https://learn.ipro.com/   IPRO’s Help Center, which is where you can find documentation on all IPRO products can also be found here: https://myIPRO.IPROtech.com/help   If you have topics you’d like us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.  
  6. By Brittany Thaler, ACP eDiscovery Issues happen. Whether you imported the documents into the wrong case or just need to get some junk out, there are better ways than deleting record by record in Review. Have you tried bulk deleting records from your database in Case Management or Administration? Build a search or select your document range for deletion. For best practices, you will need to repair and rebuild your case after you have deleted records. Best practice calls for a repair and rebuild of your index to avoid potential corruption. No one wants a ghost begno! For complete instructions and a video walking you through process, visit our Learning Center to sign up for On a Mission: Deleting Records in Bulk and Best Practices in LOCAL DISCOVERY. Just as the Learning Experience Team has your back with our Blog series, we now have Workflow Wednesday! A short, concise workflow that can increase your efficiency. Drop us a line at training@iprotech.com with workflows and guidance you would like to see.
  7. By Susanne Strong, Content Developer, IPRO Learning Experience Team Have you been wanting to dive into Analytics in OPEN DISCOVERY (fka discovery ][ Enterprise), yet been a little nervous about where to start? There’s no need to fret! Here at IPRO, the Learning Experience Team has covered all the bases! From configuring analytics to analyzing each one in the Relationships Pane to setting up effective searches to glean in on only the ones you want to review – OPEN DISCOVERY has it all. Configuration The first step is, of course, configuration. Configuration is all about setting up those super important items that will help you when it comes to analyzing your documents. These include: Create Content Filters - applied to exclude repeated content (such as email disclaimers and signatures) from our Analytics Index. Create Analytics Index - set up in order to create relationships for analytics searching and similar documents (contextually similar documents). Near Duplicate Detection – set up in order to find textual near duplicates Email Threading – set up to find family of emails in an email thread Create Cluster Sets – created to find concepts within documents We’ve taken all the guesswork out of the how, by helping you, help yourself, specifically by providing you with step-by-step guidance in our Configuring Analytics course. Analytics Fundamentals When it comes to review, understanding the Relationships Pane is key. To help you on your way, here's a quick explanation of the tabs you’ll find once inside: Family documents, Duplicates, Near Duplicates, Email Threading, Document History and Similar Documents. As you can see, some of these were set up under configuration, (explained in lay person’s terms below): Family documents show how documents are related to one another, specifically, emails and their attachments. Duplicate documents show documents that are the same in content. Near Duplicates shows documents that are nearly the same. Email Thread displays the relationship among a family of emails, grouped in one conversation. Similar Documents show contextually similar documents. If you need a little more help when it comes to using the Relationships Pane, we’ve got just the thing! An entire course on our learning center, entitled Analytics Fundamentals, outlining each of the tabs and how to leverage the items inside. Leveraging Email Threading Is Email Threading something you’ve been chomping at the bit to use? Does it make you feel a little intimidated? We’re here to help you breathe a little easier! We’ve created an entire course all about leveraging Email Threading! After configuration, it’s all about understanding what Email Threading is truly all about. This includes figuring out how to work with it, getting a handle on the email threading fields and then diving into the Email Thread Panel. From there, we’ll help you create Email Threading Searches so that you too can feel like an expert. How is all this possible, you ask? Well, we’ve created an Understanding Email Threading course that will put you on the path to excellence. Conclusion I think you’ll find that when it comes to Analytics, we’ve left no stone unturned! If you’d like to learn more about IPRO’s products or purchase any type of training, head to our online Learning Center: https://learn.ipro.com/   IPRO’s Help Center, which is where you can find documentation on all IPRO products can also be found here: https://myIPRO.IPROtech.com/help   If you have topics you’d like us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.   Are you interested in being “in the know” and keeping up with the Learning Experience Team? To subscribe to our blog where we publish articles about new Product Features, new content on our Learning Center, Tech Tips, and Workflows, click the “Follow” button in the top right corner of the home page.
  8. By Kelly Lyons, IPRO Learning Experience Team When you first visit the Learning Center, one of the first things you may notice is the wide array of training types to choose from. IPRO recognizes that there is no single instructional style that will work best for every person and situation as everyone learns differently. We have developed our offerings accordingly, creating self-guided courses, and webinars to serve our customers’ needs. Although you might wonder what each kind of instruction entails at first, and you may be stumped on which option will work best for you or your colleagues, have no fear! The quick rundown below will provide you with the essential information you need to choose the option that works best for you, whether you determine to proceed with a particular training type or whether you ultimately choose to mix-and-match. Self-Guided Courses and Learning Paths Just as their name implies, self-guided courses and learning paths allow you to complete lessons independently, on your own time, and at your own pace. This added flexibility is a major benefit for many learners. You can squeeze in a lesson during those spare ten minutes at the end of the workday, or you can knock out a whole path in one afternoon. You can complete self-guided courses and paths from any internet-connected device, making the learning process simple and easily accessible. Moreover, these courses can be paused and later resumed at any time. The Learning Center will autosave your progress, allowing you to pick up exactly where you started from! Just keep in mind that courses do expire 60 days after the registration date. Self-guided courses can be purchased individually for $150 per person. Alternatively, you can purchase an entire user certification path for only $300 per person. Paths include several courses covering the essentials you’ll need when using the product. They also end with a User Certification Exam, allowing you to demonstrate your proficiency in the software to your company and to any prospective employers. Webinars Some students may find that webinars combine the best of both worlds, offering the freedom of self-guided training while simultaneously providing the style and structure of a live session. Webinars are recordings of past live trainings. They can be paused and later restarted at any time prior to the expiration date (again 60 days after registration). Getting Started webinars can be purchased for $300 per person, while Administrator-level webinars cost $500 per person. Administrator-level webinars even have the added bonus of serving as a prerequisite for Administrator certification! All these benefits can be achieved from the convenience of your living room whenever you have a spare moment. IPRO knows how important it is to accommodate different learning styles and needs, and we have gone the extra mile to offer several diverse and high-quality options to meet that challenge. Between self-guided instruction, and webinars, we are confident that the Learning Center will provide a resource to help you meet your goals! Keep checking out the Learning Experience team’s regular blog series for more information on our products, the Learning Center, and the types of training we offer!  If you’d like to learn more about IPRO’s products or if you’d like to purchase any type of training, head to our online Learning Center:  https://learn.ipro.com/ IPRO’s Help Center, where you can find documentation on all IPRO products, can also be found here: https://my.ipro.com/help    If you have topics you'd like for us to cover, please feel free to comment on this post and we will incorporate your ideas into future blog posts. 
  9. Discovering the Basics of eDiscovery With IPRO’s New Learning Path By Kelly Lyons, IPRO Learning Experience Team A lot of us have a cursory knowledge of the legal system that comes from watching TV shows and in the news. A lot of us have a cursory knowledge of the legal system that comes from watching TV shows and from the news. But when it comes to the details and processes that led up to this information, we aren’t as clear. Terms like litigation, eDiscovery, and ESI—and how they all relate–can be confusing. As a leader in the Information Governance and eDiscovery sphere, IPRO knows how useful it is to have a solid grasp on these concepts, and we are here to help! Our recently released eDiscovery learning path will provide you with all the essential information you need to feel confident in this complex subject area. An overview of litigation and eDiscovery The eDiscovery learning path is organized into three sections. The first few lessons provide an overview of litigation and the early stages of civil procedure. During this portion of the course, we cover the basics of the litigation process, including how legal cases are started, what types of litigation exist in the US legal system, and information on different types of hearings that are held in the early stages of a case. These lessons summarize the most important information and provide definitions of some of the most commonly used legal terms. Once you have a solid foundation in these concepts, you’ll move on to eDiscovery, a topic of particular interest for IPRO product users. The eDiscovery portion of the course consists of three lessons. The first covers electronically stored information/ESI. In this lesson, we provide examples of ESI and summarize the unique challenges involved in collecting and storing it. You’ll also find information on the best practices for preserving ESI in a legally defensible matter. From here, we branch out to discuss the discovery process in general, including the steps to create an effective discovery plan, available ESI collection methodologies, and various options for ESI review. Finally, the course will examine different technologies that have been developed to assist with eDiscovery. We’ll review tools such as email threading, clustering, and predictive coding, showing you how they work and how they can be used to make eDiscovery more effective, more efficient, and less tedious. The basics of trial preparation The final section of the course covers the basics of trial. Here, we’ll cover the jury selection process and types of evidence that you’ll see presented in court. We’ll also discuss key elements of a trial, including opening statements, witness examination, and closing arguments. The lesson closes out with a description of different potential outcomes that might result from trial. While the learning path covers a lot of ground, each lesson within a course is only 3-10 minutes long, so you can finish the learning path in less than an hour. Or, if you only need to cover some of the subject matter, you can pick and choose only the courses you need. Your progress will be saved as you go, allowing you to pick up right where you left off! Best of all, the entire path is free of charge. This is a great way to learn more about the legal process without spending a lot of time or money! Keep checking out the Product Learning Experience team’s regular blog series for more information on our products, the Learning Center and the types of training we offer! If you’d like to learn more about IPRO’s products or if you’d like to purchase any type of training, visit our online Learning Center: https://learn.iprotech.com/ IPRO’s Help Center, where you can find documentation on all IPRO products, can also be found here: https://myipro.iprotech.com/help   If you have topics you’d like for us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.
  10. IPRO Learning Center: Meeting the Needs of our Users By Julie Badger, Director, IPRO Learning Experience Team Today for the Learning Experience Blog, I’m interviewing Brittany Thaler, Content Developer of IPRO’s Learning Experience team, about IPRO’s Approach to Learning and how we build content that meets the needs of our users. Julie: So, Brittany, the last year has been a flurry of activity for the Learning Experience (LE) Team after having released the Learning Center to the IPRO customer community. Building a learning platform is a huge undertaking. Can you talk at a macro level about how you built your curriculum roadmap? Brittany: There has certainly been a lot going on in our Learning Experience team; it has been such an exciting year! When the idea for our Learning Center came up, we knew from the start that it needed to be something that provided value for our clients with the right information, at the right time, in the right form. In building our curriculum roadmap, we went straight to our clients: What were they looking for? What were their pain points? How were they best learning? Using that framework as our guidance, we started to build out our curriculum roadmap. Julie: Wow, that must have been a lot of work! Let’s get into the details here. What is the tactical approach that IPRO uses to build learning content, particularly self-guided learning content? Brittany: We knew we had to be methodical. With the wide variety of solutions IPRO has to offer, coupled with our amazing and vast network of clients; this wasn’t a project we could take on lightly. We knew we had to: Be user focused: deeply prioritizing our core groups of users. Be solution oriented: we needed to create protypes to present to real-world clients and collect feedback. Aspire to delight: our focus was to build a solution that met the real needs of real users, something grossly esoteric was not going to delight our client base or be useful on a daily basis. Julie: Interesting. Framing training using real-world scenarios and providing solutions for those problems can be really challenging. So often learners are overwhelmed by the details of their regular work. How do you contextualize the training to make courses and lessons more memorable? Brittany: We designed our curriculum to focus on understanding the application as it applies to real-life, not just button pushing. Teaching for understanding engages our learners to understand WHAT to do and WHY it matters. When learners have clearly articulated goals, they begin to see learning as a growing body of knowledge and skills rather than completing a series of assignments. Julie: Essentially, from what it sounds like, you’re tying process to the real world to help the information resonate and stick with the learner. Can you talk more about that? Brittany: We knew that keeping course objectives relevant and encouraging critical thinking would help information stick. Rooting around in our memory, trying to recall something is a great way to ensure that a training lesson fully absorbs. Just memorizing a fact, without understanding or context, doesn’t really tie together lessons or workflows. If content is not relevant to the learner and applicable in their daily work, learners aren’t likely to recall it. Therefore, we employ “chunking” in our self-guided learning. Chunking allows learners to tie together smaller lessons into a larger whole. The new logical WHOLE makes the smaller chunks easier to remember, and also makes it easier to contextualize the lesson in your workflow. Julie: That’s a really interesting way to build the lessons and courses. It seems like there’s a high possibility for information overload. How do you avoid that when creating new training courses? Brittany: Overwhelming a user with content is easy to do. With conceptualized lectures, in-product visuals, and hands-on activities, our content is delivered in smaller, more bite-sized quantities. This helps reduce information overload. These micro-lessons set up a better environment for our learners to succeed in finishing the course and entire learning paths as they can start, stop, and continue at their own pace. For our learners who lack time, or just need that one little bit of information that is missing, they can access our On a Mission mini courses, dedicated to particular tasks, rather than workflows and processes. We have worked hard to create the right types of content for a variety of time constraints. Julie: We know that people learn in different ways. Can you explain IPRO’s approach to meeting different learners where they are? Brittany: There are a number of different learning styles, and the Learning Center is set up to provide engaging materials for all types of learners. Auditory learners absorb information better when they are presented with a lecture styled course about the WHY. Auditory learners absorb information better when they are presented with a lecture styled course about the WHY. Visual learners need to see the functionality with someone else driving, before they start driving on their own. Kinesthetic learners need to immerse themselves in the application to really grasp the learning goal. By using different content types – PowerPoint with audio overlays, simulations, videos, and micro assessments, we appeal to the learnings styles of all our learners. Julie: Thanks for taking the time to talk about how IPRO helps customers get up and running quickly. Any tips you want to give or courses that are coming that you want to give a teaser for? Brittany: This quarter our team really focused on advanced material. We are proud to announce that we now provide on-demand recorded Administrator Training for most of our solutions. This means that you don’t have to wait around for an open session, or pay the private pricing, to gain access to the Administrator Certification Exam. Administrator Training is the prerequisite for our Administrator and Training Certificates, so it was a real priority for us to get this advanced material out and accessible for all time zones and schedules. Thank you so much for letting me share the thought process behind our Learning Center curriculum! If you’d like to learn more about IPRO’s products or purchase any type of training, head to our online Learning Center: https://learn.ipro.com/ IPRO’s Help Center, which is where you can find documentation on all IPRO products can also be found here: https://myIPRO.IPROtech.com/help   If you have topics you’d like for us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts. 
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