The Training Desk
Home / CoreFlow Case Study / Training Needs Analysis
Training Needs Analysis · Home Dashboard

Why this training exists

The analysis behind the engagement, the gap between where CoreFlow users are and where they need to be, and how we close it.

Download Analysis
CoreFlow · Training Needs Analysis
Home Dashboard
Prepared by
The Training Desk

1 Background

CoreFlow launched a unified business-management platform to 4,500 customers but had no structured onboarding or documentation. New users were left to explore the product unaided, and support absorbed the cost. The Training Desk was engaged to identify the specific learning gaps and design a program to close them, beginning with the Home Dashboard, the screen every user encounters first.

2 Current state vs. desired state

Current state
  • New users open the dashboard with no orientation
  • Key numbers and badges are misread or ignored
  • Tasks tracked outside CoreFlow, or missed
  • Repeat "how do I…" tickets to support
  • No consistent daily routine across locations
Desired state
  • Users name and use all five dashboard areas
  • Numbers and statuses interpreted at a glance
  • Tasks managed in CoreFlow, visible to the team
  • Common questions self-served via guide & KB
  • A shared daily open & review at every location

3 The gap & its root causes

The gap is knowledge and skill, not motivation or tooling, users want to succeed and the product works; they simply were never shown how. Root causes:

1
No onboarding path. Nothing guided a new user from first sign-in to confident daily use.
2
No reference material. No guide, quick reference, or knowledge base to answer questions in the moment.
3
No shared standard. Each location invented its own habits, so quality and consistency varied.

4 Recommended solution

Our recommendation

A blended, self-serve-first learning ecosystem for the Home Dashboard: a structured End User Guide and Quick Reference for orientation, a searchable Knowledge Base, FAQs, and Troubleshooting for in-the-moment help, a daily SOP for consistency, an onboarding checklist to sequence it, and practice, assessment, and a certificate to confirm competence. Every asset shares one product environment and terminology.

5 Audience & constraints

Primary audience
All CoreFlow end users, from owners to first-week front-desk staff
Range of skill
From tech-comfortable managers to users never "trained on software"
Constraints
Minimal time away from work; must be usable on the job, self-paced
Delivery
Web-based, mobile-friendly, plus printable branded documents
Success measure
↓ 40% repeat tickets · 3× faster time-to-proficiency

6 What this feeds

This analysis directly informs the Learner Personas (who we’re designing for) and the Learning Objectives (what they’ll be able to do), which in turn shape every deliverable in the Home Dashboard set.

CoreFlow · TNA v1.0Prepared by The Training DeskFictional · for demonstration