software migration

Software Migration Situation

A large government agency in Houston, Texas had plans to migrate to an updated version of Microsoft Office. Leading the software migration, the Help Desk team wanted to develop a plan to ensure that employees were familiar with the new software, without experiencing any decreased productivity. The agency sought to partner with Solo Learning to develop a solution that would capture features and functionality of the software, while additionally providing powerful information with easy access to all employees at and away from the office.


Solo Learning partnered with the agency to deliver a blended solution using quick reference cards (QRCs). The quick reference cards were comprehensive, concise, userfriendly learning aids.  They provided step-by-step instructions, shortcuts, and tips on the most ‘mission critical’ data. The QRCs provided information on all the new features and functionality within Microsoft Office imperative to the agency. Additionally the quick reference cards helped the employees increase their productivity, retention, and expertise on techniques and useful tools within Microsoft Office. Replacing traditional manuals, the QRCs permitted the organization to save significant costs on production. At the same time they allowed for fast user implementation and time savings for the company and employees.

Solo Learning also implemented an online tool to help manage an organization’s requirement for providing dynamic and concise information regarding specific job functions, changes, tasks, processes, or even marketing materials. A shortcut to the application was installed on the desktop of every employee’s PC. Subsequently, employees were able to access training and support material in seconds. The ease of the process, allowed individuals to create customized quick reference cards in seconds from anywere with internet access. Solo Learning’s content library includes over 500 topics on Microsoft Office with specifics on new features and functionality for each application within use at the agency. With this tool, users could find answers and features of Office that were imperative to their role in the company. Users could access standard content as well as company specific, proprietary information. Additionally employees could print the content to PDF format, email the content, or print it out.


The software migration to Microsoft Office was successful for the agency and employees saved time and increased productivity. They did so by learning new features and functionality directly from their desktop, no  travel or time off required.  Our solution served as the knowledge management tool allowing employees to quickly create or access mission critical data. Additionally, the quick reference cards allowed employees to learn critical information, while choosing the topics they wanted to learn at the touch of a button. The training services implemented drove business performance and opportunity providing a continued foundation for success within the agency.

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