Virtual training

How Procentia Successfully Transformed Customer Training with CloudShare

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Jun 29, 2023 - 2 min read
Procentia and CloudShare - case study blog

To call the modern business world fast-paced would be an understatement. These days, it seems like everything moves at lightspeed. As though each day comes with some new challenge — a new technology, an emerging trend, or some sort of foundational market disruption.

In order to stay ahead of the competition, organizations must develop the capacity to adjust. They must constantly seek out innovative new ways to optimize their operations. Most importantly, they must ensure that their customer onboarding process is completely seamless.

Procentia recognized that these three objectives all begin with one thing: training. A renowned global leader in pensions software, Procentia has always prioritized delivering flexible, reliable, high-value solutions to their clients. Training has always been a part of this process — but Procentia’s existing tools left much to be desired in terms of efficiency.

“When I came to work at Procentia, we had just one system for training,” explains Procentia’s Group Head of Training Rebecca Forster. “We spent a great deal of time preparing, and struggled with limited delivery time.”

“We could only do one set of training at a time,” adds Stewart Colgrave, Technical Software Training Expert at Procentia. “We would then have to pause, reset the environment, set it up for a new client then start over again.”

Recognizing the need to streamline and optimize their operations, Forster and Colgrave embarked on a quest for a better training platform, a search that eventually led them to CloudShare.

Efficient, Effective Hands-on Training

Hands-on experiences are vital for effective software training, enabling learners to engage in immersive, unforgettable experiences. With that in mind, Procentia has used CloudShare to create a more immersive learning experience through hands-on labs. Learners can actively explore Procentia’s software in a safe virtual environment, allowing them to both retain and apply their knowledge more effectively.

Procentia’s clients can access training materials and participate in interactive training sessions from any device with a web browser, saving time and eliminating the logistical challenges commonly associated with software training. Procentia can also rapidly deploy demos and presales experiences with the click of a button. This has greatly boosted training efficiency, helping the company keep pace with their dynamic industry.

More importantly, this agility enables Procentia to serve clients promptly and position themself as a truly reliable, trusted partner. In this regard, Procentia’s investment in CloudShare has resulted in a competitive advantage, as clients recognize the value of their innovative and effective training programs.

“We’ve had feedback from many clients on just how much CloudShare differentiates us from their other providers,” says Colgrave. “We can run sessions with different clients simultaneously without having to worry about resetting or reconfiguring our system.”

A True Game Changer for Software Training

Ultimately, by leveraging CloudShare’s advanced training capabilities, Procentia has experienced significant growth and solidified their position as the industry leader in pensions administration software. The seamless integration of CloudShare into their training operations has elevated Procentia’s ability to deliver exceptional customer experiences, leading to higher levels of client satisfaction and loyalty.

“CloudShare has been transformational,” exclaims Forster. “It’s been a game-changer for us. We simply would not be able to support our training demands without CloudShare — it simply allows us to do everything more quickly and effectively.”

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