Process Capture & Training Systems
Process Capture and Training Systems is a structured approach to turning everyday work into a scalable internal training asset. We capture real processes as they happen, convert them into concise recordings with supporting documentation, and organize everything into a usable training system within Microsoft 365. The result is faster onboarding, reduced tribal knowledge, and a repeatable way to keep training current as processes evolve.
Process Capture & Training Systems Bundles
Capture real work, build a training library, and reduce tribal knowledge using Microsoft 365.
LaunchPad
$2,500 to $4,000
Groups needing fast clarity on how work is done.
Key Features:
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Up to 3 process recordings with light edits and captions
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Basic SharePoint and Stream setup
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Simple playlist structure
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One‑page quick guides
Delivery & Training:
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Delivery Timeline: 2 weeks
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Training Hours: 3 hours
Onboarding Steps:
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Select processes
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Record and edit
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Upload and organize
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Enable owners and handoff
CSP Required Licenses (excluded from pricing):
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Determined after initial scoping
Momentum
$5,500 to $9,000
Departments moving from informal to structured knowledge sharing.
Key Features:
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Includes all features from LaunchPad
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6 to 8 recordings with light branding and captions
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Role based playlists in SharePoint and Stream
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Optional Forms quizzes
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Refresh guidance for owners
Delivery: 4 to 6 weeks
Training: 6 hours
Onboarding Steps:
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Define training needs
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Capture and edit content
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Build playlists and tagging
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Review, quiz setup, enablement
CSP Required Licenses (excluded from pricing):
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Determined after initial scoping
Impact
$11,000 to $18,500
Best for organizations reducing tribal knowledge across teams and roles.
Key Features:
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Includes all features from Momentum (and LaunchPad)
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12 to 15 recordings with scenario modules
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Role based curriculum map
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Update workflow and ownership
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Analytics dashboard option
Delivery: 8 to 10 weeks
Training: 12 hours
Onboarding Steps:
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Align on curriculum
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Capture recordings and scenarios
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Build system with governance and analytics
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Deliver adoption sessions and handoff
CSP Required Licenses (excluded from pricing):
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Determined after initial scoping
What Onboarding Looks Like
Our onboarding process is designed to minimize disruption while ensuring clarity, consistency, and long‑term ownership. We align early on what success looks like, capture the right processes in the right format, and implement a system your team can maintain without ongoing dependency.
Step 1: Discovery and Alignment
Identify priority processes, target audiences, and training goals. Confirm success criteria, content standards, and ownership.
​​​Step 2: Capture Planning and Standards
Define recording approach, naming conventions, playlists, and companion documentation formats to ensure consistency.
​​​​Step 3: System Build and Content Development
Record processes, apply light editing and captions, and organize content in SharePoint and Stream with structured access.
​Step 4: Enablement and Knowledge Transfer
Train content owners, deliver handoff documentation, and establish refresh and update cadence.
Why Work with Optimize 360 Consulting?
Optimize 360 Consulting focuses on practical enablement, not just content creation. We combine process expertise, training design, and Microsoft 365 implementation so your training system is usable, searchable, and sustainable. Our approach ensures knowledge stays current, adoption is intentional, and teams actually use what is built.
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Real process capture in your live tools and environment
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Structured training system built directly in Microsoft 365
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Standardized templates for recordings, quick guides, and playlists
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Clear ownership, update workflows, and governance from day one
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Adoption focused approach with enablement and handoff
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Optional analytics to measure usage and training effectiveness