What to expect from your Ideagen PleaseReview free trial

Lucy Hilton Date published: Dec 05, 23

Investing in a new software solution to transform your document-review and co-authoring process is a big decision, no matter which industry you sit in. This is why we think you should be able to try before you buy. Not only this, but we want you to be able to see the savings and results of this new way of working so that you know it’s worth it.

At Ideagen, we understand the pain points our customers experienced before their implementation of Ideagen PleaseReview. But equally, we understand the fears around adopting a new software solution: Will it be a waste of money? What if our staff don’t use it? How can a software solution actually pay for itself?

With our zero commitment Ideagen PleaseReview free trial, you can use the solution and find out the answers to your questions first hand.

What to expect from your free trial

1. Training

Our highly skilled team will help to train your team for your specific needs. They will help you to set up your solution for your organization’s individual requirements, ensuring your Ideagen PleaseReview experience is tailored to you.

2. Weekly check-ins with your account manager

Your account manager will be available for weekly check-ins to see how your experience with Ideagen PleaseReview is going and to answer any questions you may have about the solution.

3. Expert-led support and guidance

We want you to be armed with comprehensive tools and resources to make sure you’re making the most of your solution. We will provide valuable bite-sized pieces of content for you and your team to help you get up and running quickly. We also have our online forum, Ideagen Community, and Ideagen Help which have user guides, set up guides, and FAQs to support you along your journey.

Your part in guaranteeing a rewarding free trial

A good trial experience gets the software in the hands of the end-user as quickly as possible. To make the experience as valuable as possible, we suggest you follow these steps:

1. Choose your trial team and Champion

We see the best results when the pilot is implemented either project by project, or department by department. As a basic requirement, your goal should be to get smaller teams or departments using the software on real projects in order to see its true value. When choosing the team to use the solution, consider the workflow you are trying to improve or replace and include everyone involved in that workflow. Your account manager can help advise on choosing your team.

Your Trial Champion is someone who is tasked with making sure the pilot runs smoothly. It’s their duty to ‘own’ the trial. This person is typically a decision-maker and is tech-savvy enough to assist with any questions the rest of the team has. They will be our lead contact and should be aware of the challenges and pain points you are trying to address in the first place.

2. Get your team using it quickly

Your Champion should be the middle man between us and the team using the solution. The champion needs to be ready to help us get our training, resources and support out to the team, and give the team the best chance of having a great trial experience.

3. Consider the possibilities of Ideagen PleaseReview

The trial will spark new ideas and give you the opportunity to explore the endless ways to improve your workflow. During your free trial, consider how a standardized change across your organization or department could make a difference your projects. Note any timeline changes and the ease with which you can collaborate and consolidate comments on documents.

How to measure the success of your free trial?

Your basic desire for this trial is to see how successful you could be with the solution. To measure this, you need to define the key metrics you are looking to improve on before you begin, and to take note of your current metrics. Your metrics will link to your current pain points (why you wanted the trial in the first place). For example, how long does it take you to consolidate all contributors comments into one document? How long does it take for you to prepare a review-report? How long does it take for you to prepare for an audit?

To find out the success of the trial, ask your team similar questions before the end of your trial. For example:

• Have you noticed you are spending less time consolidating different document versions? If so, how much time have you saved?
• Would you be happy if we removed the solution and you went back to your old way of working?
• How long has it taken you to learn to use Ideagen PleaseReview?
• How consistently would your team use Ideagen PleaseReview to co-author and review documents?
• How would your team respond if the solution was rolled out company-wide?

Sign-up for the free trial today

Want to try out the free trial and see if you can improve on your current processes? Sign up using the link below.

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