Holly Bierbrauer from Missouri Southern State University discussed their implementation of Salesforce for admissions processes. They began a phased implementation in October 2017 and were fully live by September 2018. As part of onboarding staff, they created a "mini-game" where staff completed Trailhead training modules on a timeline for prizes. Successes included staff gaining experience in practice orgs, while pitfalls were a short timeline and lack of follow through from leadership. Going forward, they plan incentive programs and dedicated training time for ongoing learning.

1. #TargetXSummit
New User Adoption: Implementation & Beyond
Holly Bierbrauer
Coordinator of Admissions Operations
Missouri Southern State University

2. MSSU &
The Admissions Team

4. #TargetXSummit
Implementation
● Began in October 2017
● Phased Implementation
● February 2017 – Live with recruitment and Communications
● September 2018 – Fully live with application, and connected to SIS
● Overhaul of Current Business processes
● Some staff were excited for the change,
some were firmly against it.

5. Prepping for
On-Site Training
(AKA The never ending challenge of onboarding)

6. #TargetXSummit
Mini - Games
● Great Game of Education
● Based on Jack Stack’s “Great Game of Business”
● Details a style of management centered around transparency, educating staff, giving
employees a voice, and competitive fun to reach goals.
● Requirements
● All staff members have to participate
● Everyone must reach the goal as an office to win prizes
● Must have a scoreboard for tracking the game
● Have a weekly huddle with staff to review progress
● Goals must be clear, and have reasonable timelines

7. Trailhead
● Trailhead by Salesforce allows
you to get hands on training
through tutorials and challenges.
● As you progress, you earn points
and badges.
● These points and badges give
you special ranking.

9. Trailmixes
● You can create personalized lists
of training modules that you want
employees to go through
● You can create mixes that are
customized to employee roles or
user level.
● When finished, share the link.

10. #TargetXSummit
Mini-Game Guide
● Clearly define:
● What it is about
● What are the goals
● What are the prizes
● What is the timeline
● Don’t bog it down with too much
text or unnecessary details.

11. #TargetXSummit
Tracking
● A vital part of the training is tracking staff progress.
● Each employee needs their own Trailhead account
● Then they must share their user profile
*Use caution with
Trail Tracker apps
on the App
Exchange

12. Staff Profiles

13. Staff Profiles
● Have all staff members
share their Profile link
with you.
● This will be how you track
the progress of your
team.

14. Scoreboard
● Keep with the theme of the game
● Keep it simple
● It could be a physical or digital
scoreboard
● Find ways to share with your team
while they are traveling.
● Make the goals clear
● Be creative

15. Scoreboard
● Added personalized Astro
mascots for each person
● Used the large Astro to mark
the overall office progress

16. Weekly Huddles
● Posted digitally to Workplace
● Used Trailhead Graphics
● A chance to open up discussion
● Included images of updated scoreboard

17. Tips & Tricks
● Do not let staff use TargetX login to create Trailhead account
● Take everyone to a computer lab to set up account
● Have them fill out a web form to submit profile link
● Hold everyone accountable
● Always be available to help with questions
● Have the team help each other
● Promotes ownership
● Increases team knowledge
● Avoids the trap of one person being the “go to”

18. Pitfalls &
Successes

19. Pitfalls
● Short time frame
● Needed more collaboration
● Needed more follow through
from leadership
● All or nothing prizes
● Didn’t award stand out work
● All prizes given at the end
instead of when goals were
accomplished

20. Successes
● Everyone had experience in
practice orgs
● Familiar with navigation and
structure
● Save time in on-site training
● Didn’t have to teach basics
● Employee were able to help
each other
● Everyone brought unique skills
from varied training
● We were able to get into more
advanced lessons during on-site

21. On-Going Training

22. New Staff
● Create Trailmixes that are specific to job roles
● Don’t allow deviation from Trailmix in the beginning
● Focus on hands on training tutorials
● Make users reach certain rank before allowing them in TargetX

23. #TargetXSummit
Going Forward
● Super Badges
● Incentive Program
● Dedicated Training Time
● Ongoing Scoreboard

24. Questions?

25. #TargetXSummit
Thank You
Bierbrauer-H@MSSU.edu
linkedin.com/in/hollybierbrauer