After understanding the organization’s situation and desires, Surety Systems presented an alternative solution. Surety proposed a custom training package that combined the strength of seasoned Lawson reporting expertise with training experience delivered on-site over six days over a three-week period. Providing two days of training each week over the three-week period lowered the impact to their normal operations while facilitating stronger retention of the training delivered. Surety Systems introduced a senior Lawson consultant who had experience with Crystal Reports working in the LBI environment. Since the consultant also had user training experience, he was the perfect fit for a training effort tailored to the healthcare provider’s needs.
Considering the timeframe and the desire to minimize costs, Surety’s Lawson consultant designed a custom Crystal Reports Lawson training curriculum based on a standard Crystal Reports training manual. Since the organization’s team had limited LBI & Crystal Reports experience, the consultant designed a step approach to training, to be delivered in three successive weeks with key users attending face-to-face sessions. The first two weeks were dedicated to Crystal Reports with the final week focusing on utilizing those reports in LBI. In addition, training in the third week included other functional aspects of administrating the LBI system such as dashboards, report scheduling and bursting.
One challenge uncovered while preparing for training was the awareness that, historically, the healthcare provider had predominately pulled tables for their reporting. While effective, the consultant was able to introduce and train users on writing SQL queries to leverage the strength and flexibility that queries had over pulling tables.