Success Path
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Create a Rollout Plan

Plan how your organization will introduce Vuforia Chalk to the employees who will use it. A rollout plan helps you navigate change and encourage users to adopt this new technology.

Define your rollout plan

Plan how to support employees as they learn how to use this new technology. You may roll out Vuforia Chalk to a large audience all at once or release it to smaller groups gradually. The specifics of your rollout plan will vary, depending on your organization’s use case. If your organization has a training department, work with them to plan how you’ll train end users.

A rollout plan outlines:

  • Who, specifically, will be using Vuforia Chalk?
  • What needs to be communicated to end users?
  • How will you communicate with them as they get started and use Chalk?
  • When and how should they receive training? Who will conduct the training?
  • When should they start using Vuforia Chalk?
  • In what situations should they use Chalk?
  • Will employees use Chalk to communicate with other people who also work at your organization? Will they use it to communicate with people outside the organization, like customers or contractors? Or both?
  • Who will be assigned a standard versus premium license?
  • How often are they expected to use Chalk?
  • How will they access the devices they need?
  • How will they get assistance, if needed?
  • How should they provide feedback about issues or potential improvements?
  • Is the Multi-Expert Sessions feature disabled? Multi-Expert Sessions won’t be available if your organization requires end-to-end encryption. Inform your users that only two people can participate in a Chalk session.

Consider some of the potential challenges new users may experience and how you will address them in your rollout plan. Consider creating a job aid or document that answers common questions.

Common challenges may include:

  • Does the user’s location affect their network access? What should they do if they do not have access to WiFi or a strong data connection?
  • Is there a specific WiFi network that users should connect to?
  • Who are the experts that users should contact when they need guidance? Do you have an organizational directory or documentation about who to contact based on your use case?
  • Are they comfortable using Chalk on their device?
  • If you’re using Chalk to connect with someone outside of your organization, will they need your help to learn how to use the app and its features?
  • Are hosts required to choose their own encryption type? If so, how will they know whether end-to-end encryption or standard encryption is appropriate for their situation? If you’re not sure about your encryption type, contact your Primary Administrator: In the Chalk app, select “Settings,” then “Help,” then “Contact Company Admin.”

Your rollout plan will communicate many of the decisions you made through project planning. Document your rollout plan and share it accordingly.

Establish internal technical support

Employees at your organization will sometimes need technical support to help them use Vuforia Chalk. To support these users, PTC recommends establishing a “help desk” within your IT department. An internal help desk is a central place where people using Chalk can go for help. Oftentimes, members from your IT organization will work the help desk. The help desk can also share best practices that help your employees get started with Vuforia Chalk more efficiently.

IT personnel should complete Vuforia Chalk training so they’re prepared to answer basic questions and troubleshoot issues. Schedule time for the project team to train the IT personnel and provide them with a chance to use Chalk.

In cases when the help desk is unable to resolve the user’s issue, PTC offers technical support. Your organization’s help desk personnel or Vuforia Chalk administrator may open a case with PTC Technical Support. Once received, a member of the technical support team will assist you.

Recommended Resources

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Technical Support

Open a case with PTC Technical Support using your Service Contract Number. Don’t have it? Ask the Community.

Product Documentation

Find step-by-step instructions and information about using Vuforia Chalk in the Help Center.

PTC Community

Visit the PTC Community to get product assistance, share ideas, and browse information about using Vuforia Chalk.

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