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Onboarding, Training & Workflow Setup

Help your team get more out of the tools they already use with expert training and proven workflow templates

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Introduction

Software without adoption is just an expense. BetaQuick ensures your teams actually use their tools effectively through hands-on training, workflow configuration, and practical implementation that drives real productivity from day one.

Comprehensive Training Programs

We offer role-based training modules designed around real-world workflows—not generic software features.
01

Smartsheet Foundations

Module

Master project tracking, automated workflows, and dashboard creation. Learn to build dynamic work management systems that replace spreadsheets and manual tracking.

What You'll Learn:
  • Custom onboarding sessions
  • Role-based training modules
  • Workflow templates & best practices
  • Faster team adoption
  • Better tool utilization
  • Duration: Half-day or full-day session 
  • Format: Virtual or on-site
02

Monday.com Team Onboarding

Module

Get your team up to speed on visual project management, automation recipes, and collaborative workflows.

What You'll Learn:
  • Board setup & customization
  • Automation workflows
  • Team collaboration features
  • Timeline & Gantt views
  • Integration capabilities
  • Duration: Half-day session
  • Format: Virtual or on-site
03

DocuSign Workflow Essentials

Module

Transform your document processes with electronic signatures, automated routing, and compliance-ready workflows.

What You'll Learn:
  • Document preparation & templates
  • Routing & approval workflows
  • Compliance & audit trails
  • Integration with business systems
  • Advanced automation features
  • Duration: Half-day session
  • Format: Virtual or on-site
04

Freshdesk Ticket Management

Module

Build efficient customer support and internal ticketing systems with automation and knowledge base integration.

What You'll Learn:
  • Ticket workflow configuration
  • Automated routing & prioritization
  • SLA management
  • Knowledge base creation
  • Reporting & analytics
  • Duration: Half-day session
  • Format: Virtual or on-site
05

Zoom AI & Collaboration

Module

Maximize your video conferencing platform with AI meeting summaries, transcription, and workflow integration.

What You'll Learn:
  • Meeting setup & management
  • AI Companion features
  • Recording & transcription
  • Integration with work platforms
  • Security & compliance settings
  • Duration: 2-3 hours
  • Format: Virtual
06

Asana & Jira Workflows

Module

Configure task management and development workflows that match your team's actual processes.

What You'll Learn:
  • Project & sprint setup
  • Workflow customization
  • Automation rules
  • Reporting & dashboards
  • Team collaboration features
  • Duration: Half-day session
  • Format: Virtual or on-site

Custom Workflow Configuration

Training teaches how—workflow setup makes it real. We build the actual workflows, templates, and automations your team will use daily.

  • Intake & Routing Workflows
Automated systems that capture requests, assign tasks, and route work to the right people without manual intervention.
Common Applications:
  • Help desk ticketing
  • HR request processing
  • Project intake & triage
  • Document review routing
  • Vendor & procurement requests
  • PMO Dashboards & Reporting
Executive-ready dashboards that provide real-time visibility into project status, resource allocation, and portfolio health.
Common Applications:
  • Multi-project portfolio views
  • Resource capacity planning
  • Budget & timeline tracking
  • Risk & issue management
  • Executive reporting automation
  • Document Approval Workflows
Streamlined approval processes with automated routing, DocuSign integration, and complete audit trails.
Common Applications:
  • Contract approvals
  • Policy & procedure reviews
  • Purchase requisitions
  • HR documents & forms
  • Compliance documentation
  • Automated Reminders & Notifications
Smart notification systems that keep work moving without constant manual follow-up.
Common Applications:
  • Deadline reminders
  • Approval pending alerts
  • Status update requests
  • Milestone notifications
  • Escalation workflows
  • HR Onboarding Workflows
Complete new employee onboarding systems with automated task assignment, document collection, and progress tracking.
Common Applications:
  • New hire paperwork automation
  • Equipment & access provisioning
  • Training completion tracking
  • 30/60/90-day check-ins
  • Onboarding dashboard for HR
  • Template Libraries
Pre-built templates customized for your organization's specific processes and standards.
Common Applications:
  • Project templates
  • Document templates
  • Form templates
  • Workflow templates
  • Reporting templates

How We Train

Hands-On Practice
We don't lecture about features—we build real workflows during training sessions using your actual use cases.
Practical Examples
Every training includes examples from your industry and workflows similar to your team's daily work.
Role-Based Learning
Different roles need different skills. We customize training content based on how each team actually uses the platform.
Post-Training Support
Training doesn't end when the session does. We provide documentation, quick-reference guides, and follow-up support.

What Your Team Gains

  • Faster Adoption

Teams that understand tools properly adopt them faster and use them more effectively.

  • Cleaner Workspaces

Proper setup prevents the chaos of unstructured boards, sheets, and documents proliferating across your organization.

  • Better Reporting

Well-configured systems provide accurate, real-time reporting without manual data compilation.

  • Fewer Manual Tasks

Training reveals automation opportunities that reduce repetitive work and free up staff time.

  • AI-Ready Workflows

Structured workflows are essential for adding AI capabilities later—we build that foundation from the start.

  • Maximized ROI

Software licenses are expensive. Training ensures you actually get value from what you're paying for.

Flexible Training Options

  • Virtual Training

Live, instructor-led sessions via video conference. Perfect for distributed teams or quick onboarding needs.

  • On-Site Training

In-person sessions at your location. Ideal for large group training or hands-on setup with your team.

  • Hybrid Approach

Combine virtual foundational training with on-site workflow configuration and advanced sessions.

  • Self-Paced Resources

Video recordings, documentation, and quick-reference guides for ongoing learning and new team member onboarding.