SkyPort IT is an industry-leading Managed Security Service Provider that has been helping companies stay secure and up to date with technology trends for over 35 years. Emily Marson, Marketing Coordinator, worked with Whale certified partner Jason Henderberg to move the team’s documents out of a messy Google Drive and into an organized, training-ready system. The challenge: making 35 years of founder knowledge accessible and deployable to new hires.
Before Whale, most of SkyPort IT’s documents lived in Google Drive. Over time it became very messy, with so many documents that it was hard to keep track of anything. The team needed a way to use that documentation for onboarding new hires and helping people understand the company’s values and the work they do.
Dan, the owner, had been writing down how things were done for years, but everything was stored in different places without any organized structure. There was no way to deploy a sequence of training to someone new. The team needed both an organized home for existing knowledge and the ability to turn that knowledge into training workflows.
“Before Whale, we were storing most of our documents in Google Drive, and over time it gets very messy. There are so many documents and things that it gets hard to keep track of. Whale gave us a really nice, organized place to put all of our documents, and we definitely needed that!”
Working with Whale certified partner Jason Henderberg, the team loaded over 100 documents into Whale. Jason helped SkyPort IT get everything structured so it could be used to train new team members. The result is an organized, centralized documentation system with automated training workflows in place for future hires.
The Whale app has been particularly useful for field workers, who can access information wherever they are, regardless of location or device.
“Dan, as the owner, for many years had been writing down how to do things, but they were stored in different places, and it wasn’t in an organized manner where you could just deploy a sequence of training modules to somebody new. Now that the documentation has been organized, we’re putting into practice training workflows in Whale so we can actually start deploying those to employees.”
With tags and the CoPilot extension, when team members use the web or apps they work in daily, the relevant information is surfaced automatically. Employees get the information they need quickly and can get straight back to work. Offsite employees access the same information through the mobile app.
“I work with a lot of different types of companies and what was unique at SkyPort was their core team was very involved in the process.”
Key features the SkyPort IT team uses to train and organize.
All company documentation is centralized in one organized location, replacing the scattered Google Drive setup the team had outgrown.
Automated training workflows mean new hires can be assigned a structured sequence of learning from day one.
Field workers and offsite employees can access the same information as the office team, from any device, at any time.