Transcript of TD Industries Customer Testimonial Video

[00:30] My name is Stacie Kritz. I am with TD Industries, and we are a commercial construction and full lifecycle building services organization founded in 1946 by Jack Lowe, Sr. here in Dallas, Texas.

[00:48] The D365 implementation for TD Industries, basically setting the platform for our entire future of the organization. We replaced all of our legacy Solomon systems, as well as our field service applications, with this new highly integrated 21st century ERP Platform.

[01:14] When we started to evaluate how we were going to get all of our 1,500 partners trained right before go-live, we knew that we had about a three-week window to do that. Ultimately, our objective was to provide just-in-time training so that they could have the skills that they needed and then could apply them as they pivoted from their old system into the new system. And so, during the course of our implementation and also during COVID, we knew that we had to do this virtually. And having a partner like IBI really enabled us to put the virtual training model in place, but also provide bite-sized information to our learners that was easily consumable and really aligned with adult learning theory.

[02:10] In the change management approach, we really took a three-legged stool strategy. Number one was training, number two was communications, and then number three was business readiness. So, they (IBI) really helped enable the training leg of the three-legged change management stool.

[02:30] The videos that IBI provided that were off the shelf really helped fast-track our training development. So, we didn't have to focus on doing anything that was centered around finance and operations. And so it gave the team the ability to focus more on the custom areas that weren't available with any other off-the-shelf training options.

[02:55] Partnering with IBI during training content creation was one of the most streamlined efficient partners that we've ever or I've ever had the experience enjoy working with. It was a great experience and I'm super grateful that we were able to find a partner like Elif and IBI because of their domain expertise on D365.

[03:19] Item by item is a great partner. I would wholeheartedly recommend anybody that is thinking about doing an ERP D365 upgrade or implementation to consider IBI as their change management and training partner. Not only are they experts in D365, but they are also experts in adult learning concepts.

[03:42] My name is Heather Minyard and I am a director of our service operations for TD Industries. And for the ERP project, I was the workstream lead for our field service division.

[03:57] The videos that we created were very short videos, and so they kept the users’ attention. They were able to easily follow those to know what step to do next and specifically what they were doing for the task that they were working on.

[04:14] It's important that when we're going through training to be repetitive in the things that we are teaching. And the videos allowed for the trainer to show the video to give exposure to the user before they went over the information in more detail.

[04:30] IBI was super simple to implement and use for our training. If we wouldn't have had the tool and the videos from IBI, it would have been like the first day you're starting as an infant not knowing anything. So, it would have been very new, very fresh. They would have walked in with no idea of what they were about to see. So, it gave them an opportunity to see that information ahead of time and kind of have some exposure to that information before the training actually started.

[05:07] The IBI platform is easily scalable up or down based on its flexible subscription-based model.

[05:16] IBI has been a huge part of our post-go-live training strategy. In that, we prepared for hyper care, which was a period of about four weeks immediately after our go-live. Being able to point them to the videos as they were actually trying to learn the system was a huge help for our team. Beyond that, we have really leveraged IBI for new team members that have recently joined TD as well as maybe people that needed a little bit of a refresher.