Quick Start

Initial Training

The essentials that you need to know to use any of your 150+ Systems2win templates for process improvement

Where to find and open your templates

Excel > Systems2win tab > Systems2win Templates

For about 30 of your 150+ templates,
you also have the option to Insert Sheet into any other Excel workbook.

Additional ways to find and open your templates

If the Systems2win tab is not there yet... then either:

1) Ask your IT Department to install your licensed software now, or...

2) Download your free trial and install it now, or...
3) Troubleshoot if your menu was there, and somehow disappeared

How to find help and training

(Watch the video)

Search keywords

Use Site Search to find pages containing keywords,
and CTRL+F to find keywords within a page

Get live support

to ensure success getting started with your new tools for process improvement

More thorough

New User Training

• Self-paced New User Training

  and Learning Exercises to validate your learning

  anytime, anywhere, anyone

• Live instructor-led New User Training

  Free training web conference every month

  for licensed users

Help and Training for Each Template

Start with the 'Help' and 'Sample' sheets in each Excel template

for sample data, examples, pop-up help,
Excel tips, learning exercises, links to online training, and other useful learning aids

to get you off to a great start using each new template