ProdataKey (PDK) cloud-based access control systems are designed to be streamlined and user-friendly. Still, for new customers, learning how to use PDK’s software platform often requires some training from their security integrator. Training end-users on how to effectively use their new system is crucial for ensuring smooth operation and security, but with a thoughtful approach, it becomes a seamless experience. Here are five essential tips for training end-users on ProdataKey.
1. Pre-configure the PDK Cloud Node Before Installation
Industry experts recommend setting up the customer account on the ProdataKey Cloud Node before the physical installation. That way, end-users can start familiarizing themselves with the system early on.
“We typically get the Cloud Node programmed before the installation and get it out to the customers so they can see how to program their cards (credentials),”
Chris Farrell, Install and Service Manager at Safehouse Security
Provide an overview of how to set up user credentials and let them explore other aspects of the system beforehand. Preparing end-users before the physical installation can significantly reduce the initial learning curve and build their confidence in using their new system.
2. Focus on the Access Control Basics First
Many new ProdataKey customers may have limited knowledge about managing a cloud-based access control system, so covering the basics first is essential. Immediately after the installation, or even before, cover all the basic functionalities and terminology of the PDK system. “Typically, it’s just a matter of getting their feet underneath them and understanding what each tab is about,” explained PDK Training and Event Manager Cole Nebeker. Focus on the fundamental features that users will interact with the most often, starting with managing people, groups, schedules, and running reports. Encourage users to ask questions and ensure they have a solid knowledge of PDK’s core functionalities to handle everyday tasks— no sweat.
3. Tailor Training to User-Specific Needs
After covering the basics, integrators can tailor the training to meet that customer’s specific needs, ensuring they get the most out of their PDK system. When customizing your training approach, “it really all depends on what the customer needs,” Chris pointed out. “For instance, we have a couple of schools that’ll prioritize the lockdown feature, whereas, for a 24/7 gym, we’ll go more in-depth about auto-open schedules.” It’s essential to determine each customer’s specific needs and figure out what problems they want to solve with their access control system. Then, integrators can focus their training sessions accordingly so that each customer understands how to use the most relevant features.
4. Utilize PDK Training Resources
Ultimately, every security integrator offers a slightly different onboarding experience. Still, whatever approach you take, ProdataKey provides a wide range of resources to help you achieve your training goals. Take advantage of support materials available from PDK that offer step-by-step guides and helpful visual aids to reinforce training sessions.
PDK Training Resources:
ProdataKey YouTube Playlist: Guide customers through PDK’s dedicated YouTube playlist curated specifically for educating end-users on how to use the platform.
Knowledge Base: Encourage users to utilize the thousands of comprehensive articles available in PDK’s knowledge base (support.pdk.io).
In-App Help: Be sure to highlight the help feature (question mark icon) in the ProdataKey mobile app for quick guidance on what’s displayed on the page.
PDK Social Media: Refer customers to ProdataKey’s Instagram, LinkedIn, and other social platforms that often feature helpful content about new and existing features.
These resources offer end-users accessible, on-demand help that empowers them to always stay up to date with PDK. They’re also an excellent tool for integrators to sharpen up their own knowledge. It’s important that security professionals feel very confident with the PDK software so that they can effectively present it to end-users.
5. Offer Ongoing Support & Follow-Up
PDK access control integrators should provide continuous support and periodic follow-ups to ensure users are comfortable with the system and stay updated on new features.
“Have a monthly refresher for new customers…follow up just to make sure they’re still up to par on how the system should be going,”
Chris Farrell
Post-installation support is critical for reviewing initial onboarding and addressing any unresolved issues or questions. Moreover, keeping the lines of communication open keeps users informed and builds strong customer relationships, potentially leading to referrals and repeat business.
In summary, training end-users on how to use their ProdataKey access solution is typically a very straightforward process. However, with some thoughtful strategies, integrators can ensure that customers get the most out of their new system. By following these tips, integrators can provide an exceptional experience for customers and ultimately improve the security and operations of their organization.
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