Knowledge Base

CADLearning

CADLearning Just Got Better

CADLearning just got even better with the rollout of an update and a couple of bug fixes.

Here’s what’s new in the latest release:

  • When adding a lesson to a badge within a Role, available lessons are now filtered by version in the dropdown.
  • Fixed a bug that allowed users to play lessons from their current goal without a subscription.
  • Fixed a bug with auto-play that caused an application error when playing the last lesson in a topic.

 

What’s coming up?

We hope to roll out new Revit Roles and Goals within the next week, so stay tuned!

Achieve Your Financial Goals

Did you know that 4D employees have free access to a financial wellness program?

It’s called FinFit.

 

FinFit helps you chart a course toward financial freedom with easy-to-use tools tailored to your unique situation.

 

Get to Know the FinFit Financial Tool Kit

Financial Education: FinFit’s educational portal, Ready University, features 38 short, engaging lessons focused on key elements of financial well-being that can guide you down the path to financial stability.

Financial Dashboard: FinFit’s customized online financial dashboard is a powerful tool to help you manage your personal finances. MoneyView helps you with money management tasks like creating budgets, tracking and organizing expenses, setting alerts, paying bills, and more.

Budget Calculators: FinFit offers 20 comprehensive and easy-to-use financial calculators that cover topics ranging from buying a car or house, retirement readiness, paying off debt, and paying for college.

Financial Coaching: Whether you’re looking for one-on-one budget coaching, help with specific debt concerns, guidance with mortgage, vehicle or student loan decisions, FinFit’s certified financial counselors can help – free of charge.

Student Loan Services: If you’re one of the millions of Americans struggling with student loan debt, FinFit’s student loan services can help you find solutions for managing your student loan debt.

Coupon Vault: FinFit’s Coupon Vault has the best active coupon deals so you can stop wasting time trying invalid ones.

To start your FinFit journey to financial stability, activate your membership at finfit.com/employee.

Wishing You a Joyful Holiday Season

As you may have noticed, the holiday season is here. This special time of year brings thoughts of joy and gratitude – so there’s no better time to express our sincere appreciation for your amazing hard work, creativity, and dedication. We can’t thank you enough for everything you do that makes our team the best!

And as we head into the new year, we wish you abundance, happiness, and peace throughout 2022.

“Cheers to a new year and another chance for us to get it right.” – Oprah Winfrey

Planning Meetings Recap – Part 2

That’s a wrap! We’ve finished all our 2022 planning sessions, so let’s recap the second half.

Ensuring Assuring PnP

In one of the first breakouts of day three, the Content Team gathered to review documentation relevance, production best practices, and managing exercise files.

🎦 View the recording

Sales 2021 Bootcamp

In the other of the first breakouts of the day, the Sales and Customer Success Teams gathered for Sales Bootcamp. They took a look at the activity during the past year, what we have to do better in the next year, and how we’re going to get there.

🔁 View the slide deck

Team Execution

In the second breakout of day three, we discussed the execution lessons learned last year, our hand-off processes between teams, setting and meeting milestones, as well as our goals and expectations for 2022.

🎦 View the recording

Marketing and Social Media

As day three drew to a close, we took a look at where we want to take our marketing and social media efforts in the coming year. The bottom line: “We’re the best in the industry. More people need to know it. So, we’ve got to be louder!” Then we brainstormed ways to make that happen with our websites, ads, videos, emails, social media, and even more great content.

🎦 View the recording

State of the Company

First up on our fourth and final day, Dave and the Directors painted the picture of where the company stands today. We took a look at how we’ve grown and what opportunities are on the horizon for us.

Refining Customer Assets

In the second breakout of the fourth day, we took a look at some of our current customer assets and brainstormed ways to refine and update them. Then we discussed strategies to increase their usage and ways to increase touchpoints with customers.

Remote Culture

As we wrapped up the final day, we took a look at our company culture now that we’re fully office-less. And we brainstormed ways to deepen relationships, build trust, and enhance communication. Starting interest-based office clubs garnered unanimous support from the team. So, stay tuned for more information as we work out the logistics of implementing those!

Then we took a little time to relax, enjoy our camaraderie, and just have fun with Teams. 😊

How did you feel about this year’s format? What worked? What didn’t? Let us know in the comments.

Complimentary Bitwarden families plan for all users

We use Bitwarden for secure password management and sharing secure information across teams and the organization. Proper password management is an important part of our security strategy and we’re happy that together we can practice secure password habits.

We can now share password management to you and your family. Through our Bitwarden enterprise subscription, every employee connected to our Bitwarden instance can redeem a complimentary Bitwarden families plan using a personal email address and invite five additional family members to join. Every user on the families plan will have access to secure password sharing and premium features, such as advanced two-step login, emergency access, encrypted file attachments, and more.

We hope that every employee will take advantage of this opportunity to protect themselves and their families.. Internet and password security is important both in the office and at home, and staying secure across our personal and work lives is a shared responsibility.

To redeem the free families plan, log in to the Bitwarden web vault and follow the instructions on-screen. A walkthrough from Bitwarden is available here.

Planning Meetings Recap – Part 1

Time sure has flown, hasn’t it? We just started our series of planning meetings for 2022 and now we’re already halfway through! So, let’s recap what we’ve covered so far.

 

Execution Planning Kickoff

Dave and the Directors kicked it all off with a brief walk down memory lane – reviewing last year’s goals and what we achieved. Then, they set the stage for our planning efforts with their vision for the coming year.

 

Tech Show and Tell: The Tree of Knowledge

Then in our first breakout, Jamie took us on a tour of our technology capabilities and what’s currently being developed. And he showed us how we’ll be able to provide full product knowledge assessments through the use of dependencies.

 

CaaS/XaaS Expansion Plans

As day one drew to a close, we explored expanding from delivering content as a service to delivering just about anything as a service. We set a goal of getting 5 times as many of these consultancy bookings in the coming year. And then we brainstormed ways to better demonstrate our capabilities to current and future customers.

🎦 View the recording

 

Support Improvements

We hit the ground running on day two, discussing improvements, next steps, and the roadmap for support in the coming year. Then, we brainstormed how to ease the workload of support. Ideas included better user error messages, Helpbot improvements, and a better support page. Then we took a look at cleaning up our documentation to make it easier for anyone fulfilling support duties.

 

Customer Success

In the next breakout, Carlie and Kelly gave us an overview of our customer success goals for 2022 including delighting customers with QBRs, providing more touchpoints less intrusively, being their go-to, and solving their problems. Then we brainstormed customer tier levels and what services could be included with each.

🎦 View the recording

 

KAMS to Portal: It’s All Connected

And in the last session of day two, Kelly walked us through how customers build courses and assessments. She also covered how the things we change in KAMS can impact customers to show everyone how it’s all connected.

🎦 View the recording

 

Stay tuned for Part 2 of the recap next week!

Planning Meetings + Holiday Party

Plan your work, then work your plan…

Our series of annual planning meetings for 2022 kicked off yesterday and is continuing tomorrow afternoon. The final two sessions will be held next week on Wednesday and Friday.

As a reminder, each meeting will begin with a 30-minute informal discussion. Then, 45-minute breakout sessions will follow with 15 minutes of reflection time in between sessions.

“As directors, we can set the vision and direction. But as a team, we need to execute that vision with real tactical plans,” Matt said. And those action plans are exactly what we’ll develop over the course of these meetings.

Work hard, play harder…

Plus, we’re super excited for Virtual Holiday Coworker Feud on Friday, December 17, at 3:00 pm ET. If you haven’t already, please RSVP by responding to the calendar invitation from Dawn.

🛎️  Survey says… See you then! Don’t forget to bring your A-game!

December Birthday’s & Work Anniversaries

Please join us in celebrating December’s birthday’s and work anniversaries!

 

🎂 Happy Birthday! 🎂

Matt Murphy – 12/11

Nick Cartony – 12/24

 

🎉 Thank you for contributing to another successful year! 🎉

Danielle Grindle – 12/2

Matt Murphy – 12/8

Dave Micciche – 12/30