5 reasons task guides are a CIO’s best friend


There has long been a rift between employees and the software they use. Processes can be convoluted, resources can be limited, and asking questions can be less-than-easy when instances are difficult to explain.

Often times, the pain points among employees become the pain points of the IT department, and, eventually, the CIO. In the big picture, the greater loss is the hit taken by productivity and time management as schedules get derailed by software issues.

It’s for these reasons that Task Guides have received such great attention as a key part of the new Microsoft Dynamics AX release. Task Guides offer a simple and intuitive solution to software-employee discrepancies and promise to help IT teams catch bugs faster, train employees more efficiently, and cut down on their total cost of ownership deliberately.

Let’s take a closer look at why CIOs, IT departments and companies everywhere will be the benefactors of Task Guides in the New Dynamics AX.

It requires minimal training;

Task guides are an interactive tool that use step-by-step instructions, along with click-by-click videos, to break down complicated tasks. A user will be instructed to complete steps by pop-up prompt bubbles which use an animated cursor to point to the element within the UI that needs to be used.

If the next step is a simple click, for example, users will be prompted with instructions on where to click, whereas more complex tasks such as data entry will show users exactly where to enter data and what kind of values to enter.

It is pre-loaded with existing guides

The fear many CIOs have when new troubleshooting processes crop up is first, that they may not be intuitive, and, second, that the work put into their current procedures will be rendered obsolete. Fortunately, Lifecycle Services comes preloaded with helpful Business Process Libraries that you can integrate into AX with a few clicks, thus providing dozens of excellent Task Guides created by Microsoft’s team of AX experts. Task guides are also downloadable for editing, archiving, or use in other types of training.

It eliminates the guess work with the Task Recorder

With the Task Recorder, Task Guides are equally as useful for creating questions as they are for answering them. The new Task Recorder allows users to create their own step-by-step videos and automatically-generated guides.

This utilization becomes especially helpful for IT teams fielding support questions for employees, as inquiries can be paired with the video and written guides of what an employee tried to do, and where the process hit a snag. Task guides help employees generate pointed questions for IT teams, making for more direct and effective communication and speeding up the process of creating more efficient protocol.

It archives guides for easy access

Task Guides are built to integrate directly into Lifecycle Services’ Business Process Management (BPM). This helps IT teams test functionality without going live yet and also archive guides and questions for later reference.

Task guides also create manageable Word documents that automatically populate instructions as well as screenshots so that guides can be printed.

It cuts down on costs

Depending on the goals of your IT team, Task Guides can do everything from reduce troubleshooting time to help analyze process performance. As a dynamic resource, Task Guides can also grow with organizations and allow training time to decrease and productivity to increase.

The New Dynamics AX has something for everyone, and with Task Guides, CIOs can rest assured they have the right tool for handling an AX upgrade or implementation.

Have a question about the Task Guides in the New AX? Let us know in the form below or tell us what you think about the feature in the comments section! 

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