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  1. Transitioning from TrialDirector 6.8 to TRIAL DIRECTOR (aka TrialDirector 360) By Susanne Strong, Trainer, IPRO Product Learning Experience Team If your company has recently switched from TrialDirector 6.8 to TRIAL DIRECTOR (aka TrialDirector 360) don’t fret. If you haven’t, check out more about transitioning to TRIAL DIRECTOR. The products might look different with the layouts and workflows contrasting a bit, but the basics are the same. Even though change can be daunting, I think you’ll find that once you start using it, TRIAL DIRECTOR is extremely user-friendly. That said, in order to get started, here’s what you need to know to make the transition as smooth as possible. When you get right down to the nitty-gritty, there are a myriad of items that are different between the two products. First off, there’s the interface, which has a new look and feel in TRIAL DIRECTOR and there’s also some new terminology to go along with it. For example, instead of Pack & GO, we now have Export / Import and Data Sync. And then of course there’s the fact that you no longer have to worry about file pathing simply because all data is copied into the case database directory upon import. In a nutshell, we’ve simplified a few things, kept several items the same, and have made workflows a little more straightforward and easier to use. New Features in TRIAL DIRECTOR Let’s dive a little deeper and take a look at what’s changed: The Interface: The Interface between the two products is entirely different. First off, in TrialDirector 6.8, there are five main modules: The Case Library; The Document Manager, The Transcript Manager, The Coding Module and Presentation; whereas in TRIAL DIRECTOR there are only three, two of which are found on home base: The Case Manager and Evidence, with one embedded into Evidence: Presentation. In addition, TRIAL DIRECTOR is now wizard-based and is highly customizable. Terminology: You’ll notice in training that we use some new terminology in TRIAL DIRECTOR to explain the interface and how we conduct certain tasks. For instance, work areas and ribbon bars, etc. For more information on this topic, take a look at our online help center: Overview: TrialDirector Evidence Data Sync: Users have the ability to collaborate on cases with something called “Enabling Case Data Sync.” If TrialDirector is installed on the network, teammates can work on cases together as long as data sync is enabled upon case creation. In addition, TRIAL DIRECTOR now makes it easy to transfer your case to a local repository when it’s time to present and push any and all changes back up to the network at any time thereafter. Export/Import: Instead of Pack & Go, in TD 6, in TD, we now have the Export/Import function for those cases that are stored locally only. File Pathing/Conversion: With TD, all files are now copied to a centralized repository, thus managing a case file path is no longer a consideration. Synced Deposition Transcripts: In 6.8 .cms files are imported, while in TRIAL DIRECTOR, .dvt files are the file type of choice, though you can still import .cms files should you receive them. Parity between TrialDirector 6.8 and TRIAL DIRECTOR Now that we’ve taken a look at the main differences, how about we talk about the parity between the two? You can still import Native Files into TRIAL DIRECTOR, which, in my book is a huge plus. This includes MS Office files such as Word and Excel docs as well as PowerPoints. Something to note, however, is that after launching in their native application, these files are saved in their native file formats, so if you make a change to these items in ][ TrialDirector, changes will get saved to the native files. Users can also import metadata files (.csv’s) to code document properties such as Descriptions, Common Names, Exhibit Numbers, and the almighty Trial Exhibit Number. Having been a former hot seat operator, I speak from experience in saying this makes coding documents a whole lot easier. Next up, we have creating and editing video clips. When it comes to editing clips, the waveform editor works virtually the same way. Lastly, we have Presentation. Though the Presentation modules open up differently, both TrialDirector 6.8 and TRIAL DIRECTOR have Presentation Mode, Presentation Preview, and Mirror Mode, and thankfully, the functionality of them work essentially the same way (as do all those fabulous little command keys we’ve been using for years). Conclusion While the product itself looks a little different, the additional functionality is deeper and richer – and it continues to evolve to make trial prep and presentation better and better. We here at IPRO hope you’ll find that the look, feel, and usability of TRIAL DIRECTOR will make your transition effortless. 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/ 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 comment on this post 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. TRIAL DIRECTOR Training: Where do I Start? By Brittany Thaler, ACP eDiscovery When it comes to trial, time is limited. There are so many deadlines, motions, hard copies, and settlement talks floating around that there simply isn’t enough time in the day to breathe, let alone remember how to use IPRO TRIAL DIRECTOR It’s even more frustrating when you’ve transitioned over from TrialDirector 6.8 to TRIAL DIRECTOR (also known as TrialDirector 360) and you need to learn new functionality! For many, trial doesn’t come around often. It may be several months, or even years, since you last worked in TRIAL DIRECTOR, much less presented in it. As a trainer, this is something I hear often: “I just haven’t used it in so long, I don’t even know where to begin”. If this is something you are struggling to admit, now you know, you are not alone. In fact, as a paralegal, I experienced this myself. I went from using it once a year, to using it 5 times a year, back to using it once a year throughout my tenure. Lucky for you, the Product Learning Experience Team is packed full of trainers like me with real world experience, knowledge, and humility. Knowing that this is something our clients grapple with, we have tried to address the common pitfall of “just haven’t used it in a while” with IPRO’s Learning Center. Getting Started with TRIAL DIRECTOR Our Self-Guided Getting Started Series can be helpful for overall understanding TRIAL DIRECTOR if you are just totally lost. At a very low cost, this series provides you with a full product training at your own pace and on your own schedule. The unique thing about trial is that you are working around the clock; with self-guided learning, you can start and stop whenever you need, 24/7. If you are pressed for time, you can purchase our TRIAL DIRECTOR Administrator – Recorded Webinar. The courses are formatted into three different 3-hour webinar sessions. When finished, you will have a thorough, complete, advanced, and in-depth knowledge of ][TrialDirector, as well as study guides, sample data, and practice scenarios to help retain the information gained. We also have Live Administrator Training for small private groups if you want a more one-on-one feel or sessions that are open to TRIAL DIRECTOR users on a per seat basis. The courses are formatted in the same manner as referenced above. Learning specific tasks in TRIAL DIRECTOR The Learning Center also hosts the On a Mission series, providing bite-sized videos for accomplishing a specific task or workflow. This series is perfect for those times when you simply need a little extra help and don’t have a lot of time to dedicate. Perhaps you recall how to set up cases, but you just can’t remember how to Create & Manage Exhibit Labels, or Create & Present Carousel Workbooks, or you want to utilize Alias when working in transcripts. These itty-bitty videos are less than 10 minutes long and free of charge. Yes, that is correct, FREE! Whatever your situation when it comes to preparing for trial, we know the struggle is real. With all of the options listed above, know that panicking can take a backseat because IPRO is on your side. Happy Learning! For more information about Transitioning from TrialDirector 6.8 to TRIAL DIRECTOR (aka TrialDirector 360), checkout this blog article. 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.iprotech.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, please feel free to drop us a line and we will incorporate your ideas into future blog posts.
  4. 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.
  5. By Brittany Thaler, ACP eDiscovery Productions can be scary, they can be time consuming, and quite frankly, sometimes we don’t even know where to begin to create the desired output type. The Learning Experience Team at IPRO has got your back, like always! We know the struggle can be real to find the right fit, output, and workflow necessary to complete a competent production. That is why we have so many individualized, self-guided options to fit your training and production needs. Just Starting Out If you are new to discovery ][ Local, the best place to begin is at the starting line. Whether you choose to complete a full product introduction with the LOCAL DISCOVERY User Certification Learning Path or decide to take the standalone Productions & Exports course only, you'll learn the basics and fundamental workflows of how to complete a production in discovery ][ local. In these lessons, we help guide you through common considerations and traditional load file productions. On a Mission Are you on a mission to get something out efficiently using common ESI production preferences? On a Mission: Output Options and Best Practices for Productions in LOCAL DISCOVERY is your one-stop shop to learn about output file options, file naming options, OCR and Redaction options, and discussion on best practices for load file field outputs. In this free course, learn some best practices and workflow guidance. Deep Dive Looking for something a little more specific? Need some guidance on creating placeholders, what to ask for from opposing counsel, and templates for your production workflow? We got you! Brand New to the Learning Center is Deep Dive into Productions with LOCAL DISCOVERY. With downloadable content, deeper discussions, and informational content containing more sophisticated ESI Protocols, IPRO is here to help allay your fears and get you on the right track! Be on the look-out for this course in the Learning Center! If you are an Admin or Basic subscription user, access to this new course is included in your subscription. Once you take a look, you’ll notice that new content is being added on the Learning Center constantly. The Learning Experience Team’s goal is to provide you with the right content, at the right time, and in the right format. As we continue to execute 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 that 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
  6. Technical Support Can Help with Your IPRO Solutions By Kelly Lyons, IPRO Learning Experience Team When working with any technology, chances are that you’ll run into some hiccups along the way. Maybe a certain feature isn’t working quite right, or you might have a question about a new task. That is why having the assistance of a strong technical support team at your fingertips is so crucial. IPRO is committed to ensuring your experience with our products runs as smoothly as possible, so we’ve enlisted incredible technical support engineers to help you along the way! To ensure top-notch support, we have Support Engineers in the United States, Amsterdam, Germany, and Canada who specialize in every major component of each IPRO solution. Their email and new ticket request response times average less than 1 hour, while average wait time for incoming calls is under 10 minutes. We also offer live chat support during regular business hours (8AM-5PM Arizona time) and emergency on-call assistance after hours and on holidays. Our customers deserve more than just speed and availability, however, they require high-quality support above all else. Customer reported quality support Our customers know that when they reach out to IPRO support, they’ll receive the assistance of a skilled and knowledgeable product expert. In fact, our support Engineers have maintained an impressive 4.8 out of 5 Customer Satisfaction (CSAT) rating over the last 12 months from over 2,700 responses. So how can our Technical Support team assist your specific needs when challenges arise? First, our Support Engineers practice in-depth troubleshooting techniques designed to minimize time spent diagnosing and resolving any issues our clients may encounter, whether they be related to data, the environment, end users, or the product itself. We have designed clear escalation paths for any issue that may arise, which allow you to leverage Escalation and Senior Escalation engineers, all of whom have years of experience troubleshooting and engineering complex and creative solutions to problems. These experts have the skills to guarantee the quickest resolution possible. Combining support and product releases Our Support Team also works closely with our Software Engineering and Quality Engineering teams for every minor and major release cycle. This collaboration helps us identify and prioritize any issues as early as possible for resolution. Finally, we offer publicly available help articles and product documentation on our Help Center if you wish to troubleshoot on your own. We also recommend checking out our public forum, where customers can discuss IPRO-related topics with other users. Technical Support plays a critical role in resolving the inevitable hiccups that arise when dealing with any software. IPRO has invested heavily in this area to ensure a positive customer experience. By offering flexible, high-quality support over numerous mediums, we aim to meet our customers where they are, resolving issues in a timely manner and helping our customers achieve their goals with minimal downtime. Keep tuning in to 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, visit 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://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.
  7. An Introduction to the IPRO Learning Center Subscription Plans By Julie Badger, Director Learning Experience Last spring, IPRO launched a Learning Center to help all our customers further their understanding and use of our solutions. Since then, our team of content developers have continued to add and update Learning Center courses with updated information. When we first launched the IPRO Learning Center, customers could buy courses on a per seat basis. Access to self-guided courses and recorded webinars was time limited to a two-month access window. Today, I’m excited to announce an annual subscription model for the IPRO Learning Center, allowing longer timeframes to access to all that great content! Learning Center subscriptions also offer some significant savings on training costs. We will continue to offer options for pay-as-you go training, as we understand not everyone will need long-term access to our training courses and want all customers to feel comfortable buying only the content that meets their needs and budget. Purchasing options for Learning Center content IPRO now will offer two options for purchasing Learning Center content. 1. Our Pay-As-You-Go option allows you to buy just the courses you need on a per-seat basis. 2. Our subscription plans allow you to buy year-long access for basic users and admin (courses included differ per subscription type). Here’s a quick visual breakdown Pay-As-You-Go versus the Subscription plans. Why purchase Pay-As-You-Go? Pay-As-You-Go allows users to only buy the courses or learning paths they need now on a per seat basis. Small firms with limited budgets may find that purchasing courses/paths ad hoc via the pay-as-you-go plan is the optimal way to get staff trained on IPRO products. The price point for individual courses is low and offers access to the courses for two months. However, in the long run if firms purchase a lot of individual courses, they may end up paying more for training. Why purchase a Learning Center Subscription? For mid-sized firms or organizations that have a significant number of users, the subscription route is likely the best bet. A Basic User Subscription offers access to the Learning Center for up to 10 basic users. Courses available in this package are beginner-level courses, such as the self-guided User Certification learning path and the Getting Started recorded webinar series for your product line. For administrators, you can purchase the Admin Subscription, which provides admin access to all of the self-guided and recorded webinar courses. What if I need both Subscription and Pay-As-You-Go? But you don’t have to pick just one option for access to IPRO’s Learning Center content. You can mix our pay-as-you-go model and only purchase subscriptions strategically. For example: Basic Subscription with Pay-As-You Go for Admins: Some firms may decide that they want to buy the Basic Subscription for users and just buy the admin courses ad hoc. Admin Subscription with Pay-As-You Go Basic Users: Other firms prefer the basic user training to be purchased on a per-seat basis, but they want the Admin to have full access all year long. Subscription Plans and IPRO Cloud Tiers One major benefit of moving to the IPRO Cloud is that the Cloud packages include subscriptions. The seat count for each package is: Starter Package =10 Basic User and 1 Admin Subscriptions Business Package = 20 Basic User and 2 Admin Subscriptions Business Plus Package = 30 Basic User and 3 Admin Subscriptions Premier Package = 100 Basic User and 10 Admin Subscriptions Subscription plans are the next frontier in the IPRO Learning Experience. If you want a deeper dive view into what’s included in each course, see our free course here. We look forward to continuing to serve your learning needs in 2022. Happy Learning! For more information about tips like these, keep tuning in to our regular blog series from our 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://myipro.iprotech.com/help
  8. 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.
  9. Using Built-In Support Features in IPRO to Optimize Success By Kelly Lyons, IPRO Product Learning Experience Team You’ve been tasked with learning a new product and you don’t know anything about it. The learning curve seems insurmountable. Conversely, maybe you’re already pretty knowledgeable. However, you want to improve your skills and you don’t know where to start. We’ve all been there before, and many of us have been at various stages in between. Learning a new product can be daunting at the onset and even once you gain some experience, it seems like there is always more to learn. However, with the right scaffolding, this process becomes easier every day. IPRO knows how crucial it is to help our customers feel supported wherever they are in their learning journey, and we have developed the Learning Center and Help Center with this priority in mind. Navigating Your Resources on the Learning Center The Learning Center has a lot to offer, and you might be wondering where to begin. To get started, we recommend visiting the Start Here section. This section provides valuable tips, such as how to navigate the Learning Center and how to navigate the Help Center. You can also find essential information on eDiscovery and product terminology. Best of all, this content series is offered free of charge, so you can launch your learning journey on the right foot without breaking the bank. Now that you know the basics, it’s time to get started. Click on the catalog card for the product you own and sign up for the Getting Started Learning Path. This affordable course series teaches you the fundamentals about your product, the workflow when using the product, and provides a detailed overview to get you up and running. Once you’ve gotten a solid grasp on this foundational knowledge, you’ll want to be aware of our Troubleshooting section. We’ve identified the most common issues customers face when using their products and created bite-sized videos to walk you through the troubleshooting process. In just a few minutes, these tutorials can help you resolve problems such as bulk TIFF overload and error logs. These resources are also free, and they are readily available with just a few clicks of a button. On a similar note, you can peruse our On a Mission content. These quick videos guide you through key tasks such as creating a multi-sort index, creating templates, and importing designations. You can freely navigate through these lessons, jumping from page to page as these courses do not enforce sequential navigation. Like everything else on the Learning Center, this section has been developed with the goal of allowing you to quickly and easily find the information you’re looking for. Using the Help Center Finally, we encourage you to check out IPRO’s Help Center for in-depth instructions and video content to assist you with every stage of your product usage. The Help Center is organized by product and is searchable, ensuring a smooth and intuitive experience. At IPRO, we want you to feel confident using our products, at every stage of your learning journey. That is why we have developed free and easily accessible resources to help you with any questions you may have, whether you’re new to IPRO or whether you’re an experienced user. While learning new skills can initially seem overwhelming, your success is our main concern, and we’re here to support you every step of the way! Keep tuning in to 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, head to 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. How Do I Go about Getting Admin Certified? By Kelly Lyons, IPRO Product Learning Experience Team After using IPRO’s software, have you determined that you’re ready to take the next step in your learning journey? If so, becoming a Certified Administrator might be the best option for furthering your product knowledge (and your career prospects). Although becoming an IPRO certified Administrator may seem daunting at first, IPRO has got you covered! We have created a simple certification process, and we offer scaffolding every step of the way. To get started, you can sign up for one of our public or private Administrator trainings. The requirements for each training vary based on the product—check out our Learning Center for more details on the recommended skill level necessary to take each class. What to Expect at an Administrator Training Administrator training is 9 or 10 hours total (depending on the product being trained on), but we break the course out into 3-4 sessions (again depending on the product) to ensure that our learners have the best experience possible. We strongly recommend scheduling these sessions 1-3 days apart to maximize retention of the material. We have found that having a small gap in between the sessions helps our clients avoid information overload. These sessions are quite dense, providing all the information you need to know about the administrative functionality of each product and the workflows they can assist with. We want to make sure you have enough time to take it all in. To help us cover all the information you might need as an Administrator, these sessions are lecture-based. While we won’t have time to troubleshoot individual issues, you can feel confident that you will walk away from this training with a stronger and more detailed understanding of the software and how it can be used to help your organization. What’s Next? After completion of the training, you can begin preparing for your Administrator exam. To take the exam, you must have a minimum of six months experience using the application. Getting hands-on experience in the product will put you in the best position possible to succeed when your test date arrives! Before taking your test, you also will likely want to study with some of the material on our Help Center. This searchable platform is a great resource, providing tons of valuable information to prepare you for the exam. Taking the Administrator Exam To begin the exam process, you will first want to make sure you have a purchased exam available. If your organization bought a private training, one certification exam should have been included in the purchase and may be available for use. If you do not already have an exam available, the great news is that you can purchase one a la carte for $500. These can be purchased directly from the Certification Exam page of the Learning Center. You may need to have an exam unlocked prior to purchase–no worries! This is just to ensure that you’ve met the prerequisites. You can reach out to us at Training@iprotech.comand we will be more than happy to assist! Once your exam is unlocked and purchased, you are ready to begin. What can you expect? Initial certification exams consist of two parts: a multiple-choice section and a long-form question section. Each part has a time limit of one hour. You will need to pass the multiple-choice section to move on to the long-form section, but they do not need to be taken at the same time. Just keep in mind that once a section has been started, it cannot be paused, so make sure you set aside some uninterrupted time to complete each section of the test. Another exciting point worth noting is that each part of the exam has one retake available, so if you don’t pass the first time, you will have the opportunity to take it again, free of charge! You might be wondering what to expect after you have completed both parts of your exam. Our trainers will grade your long-form exam within a week of completion, so you won’t have to wait long to find out your score. As soon as your grade is available, we will let you know if you have passed or if your retake is available. When you pass the exam, you’ll receive a certificate and a Certified Administrator badge that you can add to your LinkedIn profile and your email signature! Once You’re Certified After you pass your exam, you’ll be a certified Administrator for an entire year! On an annual basis, you’ll receive a notification letting you know that your certification is up for renewal. This email will provide you with all the information you’ll need to set up your renewal exam. The renewal exam is shorter than the initial certification exam, and it only costs $100 to renew. The material you will be tested on includes features added or changed in releases throughout the past year. We hope you’ll find that the benefits of having and keeping the certification are well worth the costs associated with it. We look forward to you joining us as a certified administrator! 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 an Administrator training (or any other type of training), head to 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 in this blog, please feel free to comment on this post and we will incorporate your ideas in future posts.
  11. 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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