Témoignage - Intégration K-NOW x Val Software

Knowmore

23 Jan 202403:34

Summary

TLDRAnaïs Bonemirabaris, Chief Product Officer at Val Software, a SaaS provider for training management software, discusses their integration with Cano to enhance the user experience. Val Software's application is highly customizable and complex, necessitating guidance for users. By partnering with Cano, they aim to introduce new features effectively, streamline user onboarding, and provide training on core functionalities like invoicing, course creation, and scheduling. After a successful proof of concept validating Cano's compatibility with their personalized application, Val Software is now implementing Cano into production. Their goals are to simplify user adoption, communicate updates efficiently, and potentially reduce support tickets through Cano's intuitive guidance.

Takeaways

👩‍💼 The speaker, Anaïse Bonemirabaris, is the Chief Product Officer at Val Software, a SaaS provider for training management software.
🔑 Val Software's product is a software solution that helps manage all aspects of professional training, including administration, planning, invoicing, and integration with external tools.
🧭 They want to implement guided walkthroughs and product tours using Canny.io to introduce new features and onboard users on the software's complex functionalities.
🎯 The key objectives are presenting new version features to end-users and guiding them through basic functionalities like invoicing, training creation, and scheduling.
📝 After a successful proof-of-concept (POC) phase to validate technical compatibility, they are now moving into the production phase with a team of authors creating walkthroughs and suggestions.
🤝 As a SaaS provider, Val Software needed to embed Canny.io within their software, not just on the surface, which necessitated the POC phase.
🙌 They hope Canny.io will simplify the user experience, facilitate onboarding, promote faster adoption of features, and reduce support tickets.
📰 Currently, release notes are often sent only to administrators, not all users, so Canny.io will help communicate updates to a broader audience.
🔭 During the POC, they started with a demonstration, created a minimal connector, validated technical integration, and had a Q&A session before approving the POC.
💡 Canny.io's guided walkthroughs aim to address the complexity and customization options of Val Software's product, ensuring users can effectively utilize the software.

Q & A

What is Val Software?
-Val Software is a SaaS company that develops software for managing professional training, including administrative tasks, planning, billing, and integration with external tools.
What is the primary objective of using Cano's solution?
-The primary objective is to implement guidance systems within their software to help users learn about new features and onboard more efficiently.
What were the two key goals mentioned for implementing Cano's solution?
-The two key goals were: 1) To inform users about new version updates and train them on the latest features, and 2) To provide training on core functionalities like billing, course creation, planning, etc.
What was the purpose of the initial Proof of Concept (POC) phase with Cano?
-The purpose of the POC phase was to validate the technical integration of Cano's solution with Val Software's highly customizable application.
What was the concern Val Software had during the POC phase?
-Val Software was concerned that Cano's solution might not be able to accommodate the high level of customization present in their software.
What is the current phase Val Software is in with Cano's implementation?
-Val Software is currently in the production deployment phase, where a team of authors is creating guidance content and suggestions to be rolled out to end-users.
How does Val Software hope Cano's solution will benefit their users?
-Val Software hopes that Cano's solution will simplify the user experience, facilitate onboarding, and reduce the time needed for users to familiarize themselves with the application's functionalities.
What is one of the challenges Val Software currently faces?
-One of the challenges Val Software currently faces is that release notes are often sent only to administrators and not to all end-users.
What is another expected benefit of implementing Cano's solution?
-Another expected benefit is that it could potentially reduce the number of support tickets created by users.
What steps were involved in the POC phase with Cano?
-The POC phase involved a functional demonstration of Cano, the creation of a minimal connector by Cano's team, validation of the technical integration, a demo session where questions were addressed, and finally, validation of the POC to proceed further.

Outlines

00:00

📝 Introduction to Val Software and Cana's Role

Anaïs Bonemiratabaris, the Chief Product Officer at Val Software, introduces her company as a provider of software for managing professional training. She discusses the role of their software, Amon, in handling various aspects of training management, including administration, planning, billing, and integration with external tools. In this context, Cana's involvement aims to provide guidance and inform users about new features, assisting with user onboarding and training on core functionalities.

Mindmap

Keywords

💡Chief Product Officer

A Chief Product Officer (CPO) is a senior executive responsible for overseeing the development, strategy, and management of a company's products or services. In the context of the video, Anaïse Bonemirabaris introduces herself as the CPO of Val Software, an education management software company. Her role likely involves leading the vision, roadmap, and execution of Val Software's core product offerings.

💡Training Management Software

Training management software, also known as a learning management system (LMS), is a platform designed to administer, track, and report on educational and training programs. Val Software's product is specifically tailored for managing professional training, including administrative tasks, scheduling, invoicing, and integration with external tools. This type of software is essential for organizations that provide or require employee training and development.

💡User Onboarding

User onboarding refers to the process of introducing new users to a product or software application and providing them with the necessary guidance, training, and resources to effectively use it. In the context of the video, Anaïse mentions that one of the key objectives of implementing Cano is to assist with user onboarding for Val Software's platform, helping users understand and adopt its features and functionalities more efficiently.

💡In-App Guidance

In-app guidance, also known as product tours or walkthroughs, refers to interactive guides or prompts that appear within a software application to assist users in navigating and understanding its features. Anaïse explains that Val Software aims to implement in-app guidance through Cano to guide users, inform them about new releases, and provide training on core functionalities such as invoicing, course creation, and scheduling.

💡Proof of Concept (POC)

A proof of concept (POC) is a preliminary project or exercise intended to validate the feasibility and practicality of a proposed solution or technology. In the video, Anaïse mentions that Val Software initially conducted a POC phase with Cano to ensure that the in-app guidance solution could effectively integrate with their highly customizable software platform.

💡Software as a Service (SaaS)

Software as a Service (SaaS) is a software distribution model where applications are hosted and maintained by a third-party provider and made available to customers over the internet, typically on a subscription basis. Anaïse notes that Val Software is a SaaS publisher, meaning they offer their training management software as a cloud-based service rather than an on-premises installation.

💡Release Notes

Release notes are documents that accompany new software releases, providing information about the changes, improvements, bug fixes, and new features included in the update. Anaïse mentions that Val Software aims to use Cano to communicate release notes and new features directly to end-users, rather than solely relying on administrators to disseminate this information.

💡Support Tickets

Support tickets are requests or cases submitted by users to a company's technical support team for assistance with issues or questions related to a product or service. Anaïse hopes that by providing better in-app guidance and training through Cano, Val Software may be able to reduce the number of support tickets raised by users, as they will have a better understanding of the software's functionalities.

💡Customization

Customization refers to the ability to modify or tailor a software application to meet specific requirements or preferences. Anaïse mentions that Val Software's platform is highly customizable, which initially raised concerns about whether Cano's in-app guidance solution could accommodate such customizations. However, the POC phase successfully validated that Cano could handle Val Software's customized environments.

💡Embedded Solution

An embedded solution refers to software or a functionality that is fully integrated and packaged within another application or platform, rather than being a separate, standalone offering. Anaïse explains that as a SaaS publisher, Val Software needed to embed Cano's in-app guidance solution directly into their training management software, rather than having it as a separate, external layer.

Highlights

Val Software is an SaaS software publisher specialized in training management.

Their software allows managing administrative aspects, planning, invoicing, and integrating with external tools for professional training.

They want to implement in-app guidance to present new version features and onboard users on key functionalities.

Anaïse conducted a proof of concept (POC) to validate Cana.ly technically, which worked well despite their highly customizable software.

As an SaaS publisher, they needed to embed Cana.ly within their software, not just have it as an overlay.

They have two key objectives: informing users about new version features, and training them on core functionalities like invoicing, creating training sessions, and planning.

During the POC, they had a demo, created a minimal connector, validated the technical integration, and had a Q&A session.

They hope Cana.ly will simplify users' lives, facilitate onboarding to their application, and reduce support tickets.

Currently, release notes are often sent only to administrators, not all users.

They want to communicate new features to more people using Cana.ly.