Evisort

Company Size: 200-500 employees
Industry: Contract Management SaaS

Evisort is a trusted partner in AI-powered contract intelligence, supporting corporate legal and contract management experts who want to play a bigger part in driving business success for the entire enterprise.

Ensuring users get the most out of the Evisort platform depends on robust training to reinforce product knowledge. At first, Evisort’s only customer education offerings consisted of Knowledge Center articles and one-off live trainings led by Customer Success Managers. However, this was a very manual effort that lacked standardization, making it impossible to scale as their customer base continued growing. 

A dedicated, branded hub for customer learning became a must-have. This led the team to seek out WorkRamp as their learning management system, and in just 6 months, they were able to stand up Evisort Academy.  

Over the last year of engaging customers through Evisort Academy, the Evisort team has seen:

How Evisort uses WorkRamp to deliver engaging and scalable customer education

• Easy, intuitive UI/UX. WorkRamp’s drag-and-drop interface enables the Evisort team to collaborate on and produce high-quality content efficiently without any technical knowledge of SCORM or coding.
• Single Sign-on (SSO). With SSO enabled, the Evisort team gives learners easy access to register for the academy and ensures they’re all getting relevant training content.
• Events. The Evisort team leverages WorkRamp Events to host live and on-demand training sessions in their academy and help increase the discoverability of other courses and resources.

Evisort’s top 3 strategies for driving learner engagement:

• Program Socialization. To ensure customers know that Evisort Academy is the dedicated place for becoming a product expert, the team consistently mentions the academy at every live training or event and has a dedicated series of links to academy resources that CSMs can share out in customer emails.
• Micro-lessons. Time is of the essence, especially for adult learners. The Evisort team breaks content out into small, digestible lessons whenever possible so that learning feels easy and manageable to fit into a busy schedule.

  “Our goal is really to chunk things out so you can take them in pieces, as you need them, and ultimately they’ll accumulate into getting you a badge. Most people have five minutes and that seems manageable. Sometimes just seeing that something’s going to take longer than that will keep people from even getting started, so that’s my biggest thing– small chunks when possible. If we can’t get you to figure it out in five minutes or less, then whatever we’re trying to get you to do is probably too complicated.”
  
  

• In-app Guidance. The Evisort team supports end users with in-app guidance to drive product knowledge and adoption. In tandem, they leverage this channel for directing users to the academy for additional training content whenever possible.

“Being able to stand Evisort Academy up in six months with WorkRamp was amazing. We were able to deliver a high impact in little time, which was incredibly helpful to getting executive buy-in and support for our program.”

 

–Allison Esposto, Director of Product Education & Adoption

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