Xactium Customer Training & Support

We'll guide you through your new system
Customer-Support

You've explained the rationale to the business, we've configured the product to your liking. The next step is ensuring everyone is fully able to adopt the new Risk, Audit or Compliance system into their everyday work and ultimately feel not just comfortable but confident in using it. 

Training our customers is therefore a high priority for us in making sure that each company is getting the most out of their system. Whether you have recently implemented our product/s or have been with us for a number of years, we are committed to supporting your business' training requirements. 

Champion

The Xactium Training Plan

The below plan is designed as rough outline of how training will typically be undertaken upon completion of system implementation.  

Product Orientation 

This one day training ran by a member of the Xactium training specialist will typically cover the main features of your implemented software and in doing so allow users to Champion the system to others within their business. 

Admin users may be shown additional steps in terms of managing users, accessing pre-made reports and navigating the customer community. 

Guardian

Admin Training

Xactium offers a complimentary admin training session to one admin user once initial product orientation has been completed and available for other admin licence holders.

Usually this training takes place three months after initial project sign-off, and is undertaken and delivered by an Xactium training specialist.

Following this training, admin users will be able to...

  • Manage users, password resets, general app management 
  • Be able to perform basic field, and page configurations
  • Understand and maintain the sandbox environment
  • Advanced understanding of system administration

 

Architect

Report Training 

Another complimentary session for one user is our Report training session, which typically takes place three months after admin training is conducted.

The training itself will teach delegates how to view, build and customise reports and dashboards using the flexible reporting tools provided with the Xactium system.

Those who undertake Report Training will be able to...

  • Build, tabular and grouped reports
  • Build matrix and joined reports, perfect for advanced reporting
  • Construct interactive/dynamic dashboards
  • Use reporting filters and filter logic
  • Subscribing and sharing reports and dashboards
Account-Review2

Account Review 

At the 9-12 month mark, your account manager will be in touch to review/follow-up with you to ensure you are completely capable of using the system day to day and determine whether any additional training is required. 

Often we will recommend additional training to customers, if new admins have been bought into the business following the initial admin training, or people's job roles have effectively changed, requiring them to learn more about the system. 

Xactium is constantly looking to advance it's product suite, so additional training around new product features will be available to you. 

 

Ongoing-Support1

Ongoing Support

Our support doesn't end when your team is fully trained on the system. Your account manager will continue to provide help and guidance wherever possible and will regularly be in touch to ensure you are completely happy with your system. 

In addition, our customers have access to our experienced support team, contactable via our online portal or over the telephone during UK office hours.