When Exelon prepared to roll out a centralized Electronic Records Management System, the organization faced a critical challenge: no internal capability existed to train employees on Documentum, the highly complex platform chosen to support regulatory compliance and records governance.

TrainSMART partnered with Exelon to design and deliver custom Documentum eLearning and instructor-led training, ensuring employees could confidently adopt the new system while maintaining compliance, efficiency, and data integrity.

Training Challenge: Standardizing Records Management Across the Enterprise

Records management is a mission-critical function for regulated organizations. Like many enterprises, Exelon had historically taken a fragmented approach:

• Records stored on individual desktops
• Shared systems such as SharePoint
• Outsourced records storage vendors
• This patchwork created risk, inefficiency, and unnecessary cost.

With the implementation of an Electronic Records Management System, Exelon aimed to:

• Centralize records across the organization
• Maintain compliance with regulatory requirements
• Reduce storage and retrieval costs
• Eliminate redundant or obsolete data
• At its core, the system needed to ensure that records were retrievable, authentic, accurate, and auditable.

Why Documentum Created a Training Roadblock

Rather than purchasing an off-the-shelf records management platform, Exelon selected Documentum because it was already used internally for document management.

However, during rollout planning, the records management team uncovered a critical issue:

• No formal training on Documentum fundamentals existed—and no one internally had the expertise to deliver it.
• Documentum is a powerful but highly complex, non-intuitive system. Without proper training, user adoption, compliance, and productivity would be at risk.
• This discovery fundamentally changed how Exelon approached the rollout.

The Solution: Custom Documentum Training Built for Adoption & Compliance

Exelon sought a training partner with deep, long-standing Documentum expertise. With over 18 years of experience delivering Documentum training, TrainSMART was engaged to design a scalable solution following a structured training needs assessment.

Training Design Approach

Phase 1: Documentum 101 (Foundational Training)

TrainSMART developed a prerequisite course—Documentum 101—required for all employees using the system.

This foundational training was delivered in multiple formats to support different learning needs:

Phase 2: Records Management System Training

The Records Management course mirrored the proven structure of Documentum 101 and included:

• Instructor-led delivery option with full facilitator materials
• Participant guides and presentation decks
• Interactive job aids linked to short, one- to two-minute instructional bursts
• Clear, task-based instructions aligned to real-world use cases

This phased approach ensured that employees built confidence with Documentum before being asked to manage regulated records.

Outcomes: Confident Adoption and Scalable Training

• Employees gained a clear, consistent foundation in Documentum usage
• Records management training launched with significantly reduced risk
• Internal trainers were equipped to deliver and sustain training long-term
• The organization established a repeatable framework for future system training

Why This Matters for Regulated Enterprises

This engagement illustrates how TrainSMART helps large organizations reduce risk, translate complex platforms into usable learning, and build internal training capability through enterprise learning and development consulting that scales with the organization.

Do you have a similar project?

If your organization is launching or upgrading a complex enterprise system and an internal training capability doesn’t yet exist, TrainSMART can help. We design custom eLearning and instructor-led training for regulated, global organizations where accuracy, adoption, and compliance matter. Request a confidential consultation to discuss your training needs.

Documentum Training FAQs

What is Documentum training?

Documentum training teaches employees how to use the Documentum enterprise content management system effectively. Training typically covers document handling, records management, compliance workflows, and system navigation.

Why is custom training important for Documentum?

Documentum is a complex and non-intuitive platform. Custom training ensures learning is tailored to specific roles, workflows, and compliance requirements, improving user adoption and reducing operational risk.

Can Documentum training be delivered as eLearning?

Yes. Documentum training can be delivered through custom eLearning modules, instructor-led sessions, or a blended approach. eLearning enables scalable, self-paced learning across global teams.

How do job aids support records management training?

Job aids provide step-by-step guidance for specific Documentum tasks. They support just-in-time learning, reduce errors, and reinforce proper records management practices during daily work.

Is this training approach suitable for regulated industries?

Yes. This approach is well-suited for regulated industries where auditability, accuracy, and compliance are critical. Structured training ensures employees understand both system functionality and regulatory expectations.