Use case

Software implementation & migration

Provide colleagues with organization-specific instructions, user guides, and training materials to ensure successful software implementations and migrations.

Suitable for all applications

Create instructions regardless of the application. You can even create instructions that cover multiple applications.

Microsoft Word
AFAS
Moodle
UiPath
TOPdesk
Salesforce
Citrix Workspace
Kubion Chat
Slack
Trello
SquaredUp
Adobe Acrobat Pro
Nedap Ons®
Unit4 Cura
Planon
Adobe Acrobat Reader
Wooniezie
ADP Analytics
Kubion Sociaal
OBI4WAN Insights
ServiceNow
WoonConnect
Microsoft Word
AFAS
Moodle
UiPath
TOPdesk
Salesforce
Citrix Workspace
Kubion Chat
Slack
Trello
SquaredUp
Adobe Acrobat Pro
Nedap Ons®
Unit4 Cura
Planon
Adobe Acrobat Reader
Wooniezie
ADP Analytics
Kubion Sociaal
OBI4WAN Insights
ServiceNow
WoonConnect

Why instructions are essential for changing software

To ensure colleagues quickly and accurately work with new or changing software, it's crucial that instructional material matches the application screens they use. Standard instructions often differ too much, leading to a lack of recognition for the user. Organization-specific instructions prevent incorrect use and reduce frustration among colleagues.

 Why instructions are essential for changing software
How it works

Support software migrations and implementations with SelfGuide

Create organization-specific instructions for the changed or new software, share them with colleagues, and use them to support and train your organization.

1

Create organization-specific instructions, user guides, and training materials.

Simply perform the action you want to record. SelfGuide automatically creates an instruction, always described step-by-step in a consistent format. Bundle these instructions into user guides and training materials.

 Create organization-specific instructions, user guides, and training materials.
2

Share instructional material with colleagues

Send a link to colleagues or place it in a central location so that the instructions and user guides can be easily found.

 Share instructional material with colleagues
3

Support colleagues before, during, and after the migration or implementation.

Support and train your colleagues with organization-specific instructions, user guides, and training materials to achieve a successful migration/implementation.

Support colleagues before, during, and after the migration or implementation.

Geschikt voor alle applicaties

Maak instructies ongeacht de applicatie. Je kunt zelfs instructies maken die gaan over meerdere applicaties.

Microsoft Word
AFAS
Moodle
UiPath
TOPdesk
Salesforce
Citrix Workspace
Kubion Chat
Slack
Trello
SquaredUp
Adobe Acrobat Pro
Nedap Ons®
Unit4 Cura
Planon
Adobe Acrobat Reader
Wooniezie
ADP Analytics
Kubion Sociaal
OBI4WAN Insights
ServiceNow
WoonConnect
Microsoft Word
AFAS
Moodle
UiPath
TOPdesk
Salesforce
Citrix Workspace
Kubion Chat
Slack
Trello
SquaredUp
Adobe Acrobat Pro
Nedap Ons®
Unit4 Cura
Planon
Adobe Acrobat Reader
Wooniezie
ADP Analytics
Kubion Sociaal
OBI4WAN Insights
ServiceNow
WoonConnect
Gallery

Gemaakt met SelfGuide

Enkele voorbeelden van instructies gemaakt met SelfGuide

Deelnemen aan een vergadering vanuit Outlook
Stap 1: Selecteer vergadering
Klik met de rechtermuisknop op
de desbetreffende vergadering.
1
4
Deelnemen aan een vergadering vanuit Outlook
Stap 2: Open vergadering in Teams
Klik op Deelnemen aan Teams-vergadering
2
4
Deelnemen aan een vergadering vanuit Outlook
Stap 3: Nu deelnemen
Schakel eventueel je microfoon en camera aan/uit door
te klikken op de schuifknoppen achter de icoontjes.
Is de schuif gekleurd dan staat het apparaat aan.
3
4
Deelnemen aan een vergadering vanuit Outlook
Stap 4: Vergadering beïndigen
Klik op Verlaten als je de
vergadering wil verlaten.
4
4

Deelnemen aan een vergadering vanuit Outlook

4 stappen

Bankkoppeling maken in Exact Online
Stap 1: Open het Bank tabblad
Klik op het tabblad: Bank.
1
4
Bankkoppeling maken in Exact Online
Stap 2: Start Bankkoppeling
Klik op Bankkoppeling aanmaken om een koppelingen te leggen tussen de bank en de administratie in Exact Online.
2
4
Bankkoppeling maken in Exact Online
Stap 3: Doorloop aanmeldingsproces
Kies een type bankkoppeling (PSD2 of bankeigen koppeling).

Meer over de soorten bankkoppelingen vindt u hier.
3
4
Bankkoppeling maken in Exact Online
Stap 4: Bankkoppeling bevestigen
Klik op Bank toegang geven
4
4

Bankkoppeling maken in Exact Online

4 stappen

Prijsopgave omzetten naar een order in Microsoft Dynamics
Stap 1: Selecteer prijsopgave
Dubbelklik op de prijsopgave die je wil omzetten naar een order.
1
4
Prijsopgave omzetten naar een order in Microsoft Dynamics
Stap 2: Activeer prijsopgave
Klik op Activate Quote
2
4
Prijsopgave omzetten naar een order in Microsoft Dynamics
Stap 3: Order aanmaken
De prijsopgave is nu actief
Klik op Create Order
3
4
Prijsopgave omzetten naar een order in Microsoft Dynamics
Stap 4: Order aanmaken bevestigen
Klik op OK om de prijsopgave om te zetten naar een order.
4
4

Prijsopgave omzetten naar een order in Microsoft Dynamics

4 stappen

Customer stories

How Bravis optimally supports employees during and after software implementations

How Bravis optimally supports employees during and after software implementations

“With SelfGuide, we are able to create and update software instructions very quickly. Users are enthusiastic about these instructions because they see step by step what actions they need to perform within an application. Software deployments have been much smoother since we've been using SelfGuide.”

Katja Hop

Functional Administrator

Read what customers say about us

Bravis ziekenhuis

Bravis ziekenhuis

Katja Hop
-
Functional ERP manager
Bravis ziekenhuisBravis ziekenhuis

“During the AFAS implementation, our key users created on-the-go instructions with SelfGuide. Previously, it took two weeks to create instructional material, but with SelfGuide, this took place in between without having to reserve time. As a result, we didn't have to focus on the time-consuming process of making (old-fashioned) instructional material.”

Katja Hop

Functional ERP manager

read customer story
Bravis ziekenhuis

“During the AFAS implementation, our key users created on-the-go instructions with SelfGuide. Previously, it took two weeks to create instructional material, but with SelfGuide, this took place in between without having to reserve time. As a result, we didn't have to focus on the time-consuming process of making (old-fashioned) instructional material.”

Katja Hop

Functional ERP manager

De Woonplaats

De Woonplaats

Sander Hilgerink
-
I&A Team Leader
De WoonplaatsDe Woonplaats

“We achieve concrete value by securing and centrally making specialized, technical and functional knowledge of applications available. In practice, you see that a new colleague resolves notifications using instructions in SelfGuide.”

Sander Hilgerink

I&A Team Leader

read customer story
De Woonplaats

“We achieve concrete value by securing and centrally making specialized, technical and functional knowledge of applications available. In practice, you see that a new colleague resolves notifications using instructions in SelfGuide.”

Sander Hilgerink

I&A Team Leader

Gemeente Enschede

Gemeente Enschede

Niels de Blok
-
Incident Manager
Gemeente EnschedeGemeente Enschede

“Due to the transition from basic authentication to modern authentication, around 400 people had to reset the mail on their device. With the help of SelfGuide, an instruction could be created quickly and easily that was clear and simple to follow. In fact, users were amazed at how easy it was with SelfGuide.”

Niels de Blok

Incident Manager

read customer story
Gemeente Enschede

“Due to the transition from basic authentication to modern authentication, around 400 people had to reset the mail on their device. With the help of SelfGuide, an instruction could be created quickly and easily that was clear and simple to follow. In fact, users were amazed at how easy it was with SelfGuide.”

Niels de Blok

Incident Manager

HAS Green Academy

HAS Green Academy

Laura Lap
-
Functional Administrator
HAS Green AcademyHAS Green Academy

“In a fragmented work environment like ours, SelfGuide helps us enormously to create instructions for various applications in a uniform way with a large group of editors. Especially with new applications, this is our starting point for getting started with user support. It supports both our 1st and 2nd line support enormously by being able to answer a lot of questions.”

Laura Lap

Functional Administrator

read customer story
HAS Green Academy

“In a fragmented work environment like ours, SelfGuide helps us enormously to create instructions for various applications in a uniform way with a large group of editors. Especially with new applications, this is our starting point for getting started with user support. It supports both our 1st and 2nd line support enormously by being able to answer a lot of questions.”

Laura Lap

Functional Administrator

Experience the convenience of SelfGuide for yourself