Breaking Silos: Using Shared Dashboards for Cross-Departmental Visibility
Published on June 25, 2025
As municipalities adopt cloud-based platforms for everything from permitting and licensing to asset management and budgeting, one of the most overlooked hurdles is training non-technical staff. Not everyone on a city payroll is a tech whiz, and that’s okay, so long as your rollout includes a realistic, well-structured approach to onboarding. This article outlines how to design effective training that supports learning, reduces frustration, and boosts productivity across departments.
Before jumping into the how, help staff understand why the move to a cloud platform is happening. Explain the benefits in terms they care about - less paperwork, faster approvals, better transparency, and fewer redundant tasks. When staff see the value, they’re far more likely to engage with the training process.
Not all employees start from the same baseline. Conduct a simple digital literacy survey to identify staff comfort levels. Tailor your training accordingly:
Beginner track: Navigation basics, browser skills, login procedures
Intermediate track: Using dashboards, data entry, search functions
Advanced user: Managing settings, generating reports, integrating tools
Generic software training can lead to confusion. Instead, build sessions around real-life workflows:
A clerk processing a license renewal
A foreman logging a completed work order
A finance officer reviewing submitted budgets
Role-based exercises improve retention because staff see how features connect to their day-to-day work.
Avoid overwhelming users with a single multi-hour session. Instead, deliver training in bite-sized modules:
Session 1: Logging in and navigating
Session 2: Searching and entering data
Session 3: Reporting and exporting
Session 4: Troubleshooting common problems
Offer recordings and reference sheets for review.
Interactive training sticks better than lectures. Provide a sandbox or demo environment so users can click around without consequences. Let them try common tasks themselves while trainers walk them through it.
Identify and train a few staff members who can act as department liaisons or “power users.” These individuals serve as first-line support and help reinforce learning within their teams.
Post-training, staff will still have questions. Provide easy access to:
A searchable FAQ or help center
Quick video tutorials
A support contact for escalations
This keeps learning going beyond the formal sessions.
Use plain language. Avoid jargon unless you define it. Assume a low-tech audience.
Reinforce with repetition. Follow up a week or two later with refresher sessions or quizzes.
Celebrate progress. Acknowledge staff who complete training or demonstrate early success. Recognition helps motivate others.
Skipping training for “easy” tools. Even intuitive platforms require guidance.
Underestimating resistance. Change management is just as important as technical training.
Failing to test. Don’t wait for real workflows to discover if staff truly understand the system.
Effective cloud training isn’t about teaching people to love technology. It’s about helping them feel confident enough to use it without fear. By focusing on real-world use, keeping training accessible, and providing ongoing support, municipalities can ensure smooth adoption, and better outcomes for the residents they serve.
Footnotes:
"Why SaaS is Ideal for Municipal Governments," GovWare Reviews, 2024.
National League of Cities, Digital Equity in Local Government, 2023.