Lori A. Schroeder Email & Phone Number

Consulted with new-to-product districts and existing customers on process or setup changesConducted on-site policy and procedure meetings, including site observations of current product specific processes and practicesProvided escalation and consulting assistance to support and service personnel during troubleshooting and resolution of customer reported issues

Conducted webinar-based and in-person training to a range of audience sizes from national conferences to one-on-one with districtsImplemented core products for 15 districts totaling more than 14,000 studentsActed as lead trainer on 70+ premium product implementationsEngaged in continuous education to become an internal and external subject matter expert in core company solutions and 6 premium product solutions

Greater Minneapolis-St. Paul Area

Led development of technical and end-user training manuals and provided training for internal departments on new product lines to ensure consistent messaging to customers and high-quality installationsCoordinated with external sales staff to conduct product demonstrationsDeveloped company-wide on-boarding documentation as well as department-specific training and mentorship programs for Design and Education (DEC) teamSupervised DEC staff and managed department project load and resource allocation, including maintaining a personal portfolio of customer projects

Greater Minneapolis-St. Paul Area

Provided needs assessment consultation to clients acquiring new health care communication technology; presented how new technology can benefit current workflowsProvided thorough on-site and webinar-based practical training for devices, software, integrations, and reports to all levels of staff including clinical, management and ITDesigned and updated training manuals, training procedures and best practices to ensure consistent, high-quality trainingSubject matter expert in Nurse Call systems, Real Time Locating systems, Wireless Handset solutions, Patient Wandering systems, and the integrations of these systems*Received inaugural company-wide Ideacom ICARE Award for Resourcefulness in 2017

Ripon, Wi

Organized all aspects of new hire training for fundraising call center including assessing training needs, developing new materials, updating existing curriculum, overseeing logistics and leading classesOversaw content and distribution schedule for alumni email newsletter and event notices Utilized project management systems to track responsibilities, project deadlines and team communicationsDeveloped Student Philanthropy and Young Alumni initiatives to increase affinity and donations to the College, performed program evaluations and modified strategy based on feedbackCommunicated effectively with team members and other offices of the College to coordinate interoffice objectives and events

Ripon, Wi

Managed all aspects of student fundraising call center including data entry and management, departmental reporting, hiring and monitoring the work of 25-35 student callers, and standardizing and enforcing call follow-up procedures. Under my leadership, the pledge rates for fiscal year 2015 increased 4%Wrote queries to generate constituent lists for mailings, calling, and comparison analysis and formatted results to distribute to division membersStreamlined student worker assignment policy to increase productivity and monitored results for enhanced quality and consistencyDesigned and updated operating manuals, training procedures and best practices for programs to ensure consistent, high-quality output

Directed fundraising calling teams of eight to fifteen student workers, organized training sessions and guided new workers through beginning calls; called alumni, parents, and friends of the college to solicit gifts; worked independently on related administrative duties including filing and data management