User Adoption


UAD03 - User Training: It Doesn't Have to Be Boring

Wednesday, October 11
10:15 AM - 11:15 AM
Location: Hermitage B

Format: Member Showcase
Level: Basic

Training of your CRM users is critical to user adoption and data integrity. But did you know that people learn in different ways? Not everyone can just read a manual and be off to the races. There are many things you can do to make learning CRM not only informative but fun. Join Malcolm, administrator of an implementation with over 800 users to hear how Big Brothers Big Sisters of Canada implements training across the entire country - all done remotely!! *This is a repeat session from 2016 given the positive response received*This session hosted by CRMUG.

Learning Objectives:

Malcolm McAuley

Director, Information Systems
Big Brothers Big Sisters of Canada

In 2010, Malcolm was asked to lead the Big Brothers Big Sisters organization in Canada through their implementation of Dynamics CRM Online. Over 100 offices and 800 users later, he continues to push the envelope of CRM use. In 2015 the organization extended their CRM system to include a donation and constituent management software developed by their Microsoft Partner. Presently the organization is rolling out an online donation, peer-to-peer and event registration addition to the system with an aim to increase donation revenue and constituent registration. A relentless overacheiver, Malcolm frequently completes 45 minute workout routines in half the time without breaking a sweat. A firm believer that technology can be a conduit to organizational efficiency, Malcolm is thrilled to be attending CRMUG to share some of his experiences and learn from others.


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