Learning &

Clients worldwide look to RBRO as a key learning organization for best practices in document management and content management. We understand that successful business user adoption starts with delivering efficiencies in their job tasks and helping them with hands-on learning.

We also provide technical, administrator and train-the-trainer programs for document management solutions, and offer a host of products which help the IT department deliver high-quality outcomes.

Best Practice

How to Assess Current Document Management Methods

A strategist plays a key role in driving your strategy throughout an engagement
and gathers, defines and clarifies the insights that drive your solutions and help make a difference to your business by using their industry knowledge of best practices.

A document management strategist will work with you to review your current day-to-day processes and map them to an easy-to-use and effective design using best practices.

Our strategists have many years of experience and understand how each employee has difference usage requirements. They will assess all your user roles and functions and work with you to design the most effective, customized plan to ensure quick and high user adoption.


Best Practice Course Design

Understanding your office workflow helps employees create and study processes that they work in. Coordinating all of the workflow requirements requires a variety of steps, tasks and skills. Although a lot of coordination takes place during the design phase, coordination is also very important during all phases of the training process. This workshop will help you with your pre-training planning and help you build checklists to be taken into account early on in the process.


End User (Instructor-led) Training

iManage Work – Basics: This course introduces end users to the FileSite client interface and gives hands-on experience with the document management and email filing capabilities of the iManage Work system.

iManage Work – Advanced: Add to your knowledge of the Work client interface, document management, search features and email filing capabilities.

iManage Work – Refresher – It is a known fact that skills fade with time. There are various reasons for this but most often it is because not all information was retained during initial training, lack of regular usage of skills or onboarding done by different people. Whatever the reason may be, the need for refresher training has to be identified and addressed, to ensure that the skills are updated and remain current.

iManage Work – Train the Trainer – Learn all aspects of Work client functionality including document management, email management, OffSite and WorkSite Web, and immediately apply new skills and develop training programs for your organization. We have over 40 years of combined experience designing, developing and delivering adult learning programs. Let us help you build the program that best suits the needs of your end users.

Customized Training – Available upon request.


System Administrator Training

iManage Certified System Engineer – Let our certified engineers work with you because they know what is needed to ensure your system is installed and configured correctly. Learn by senior technical engineers in a hands-on environment which will prepare you successfully to design, install, configure and manage the Work Server, Work Windows Clients and Work Web products. Emphasis is given to installation requirements, DMS and Indexer Server configuration and services, Server Tools, advanced SQL maintenance, and client installation and troubleshooting. This five-day course gives participants an opportunity to use Work software under the guidance of expert certified trainers and prepares them to take the iManage Certified System Engineer exam.

RBRO Tools – We offer a variety of administrative courses that help you learn how to install, configure and manage our tools. We’ve built the tools and have an in-depth knowledge of their functionality. Let us help you ensure your tools bring the most efficiency possible to your organization.


Delivery Methods

There are different types of learners. With decades of experience working with adult learners, we understand this. There are the visual learners that learn best by seeing a demonstration or having the information explained through job aids or quick reference guides. There are kinesthetic learners who learn best by carrying out physical activities, rather than listening to a lecture or watching demonstrations. The auditory learner depends on hearing the information and talking about it as their main way of learning. Along with learning styles there are also personal preferences in the type of environment in which you learn best. Some prefer to learn on their own through online learning. Others like having an instructor walk them through the process and appreciate the one-on-one attention. Others like to learn from their peers and prefer to attend classroom, hands-on training. Regardless of your preference, we know one shoe does not fit all and have a variety of delivery methods for training and transferring knowledge.


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