Raj Patel

How I use AI to onboard non-technical clients to new software

Part of my job as an IT consultant is getting people who are uncomfortable with technology to actually use new software. That last part — the adoption — is where most implementations fail. I started using AI to create custom training materials for each client rather than generic documentation. The difference in adoption rates has been significant. Here's what I do: I take the standard documentation for whatever system we're implementing. I paste the relevant sections into Claude and say "rewrite this for a 55-year-old accounts payable officer who has been using the same system for 12 years and is nervous about change." What comes back uses simpler language, acknowledges what they already know, and connects new steps to familiar ones. "Instead of opening the register like you used to, you'll click this button — it does the same thing." I also use it to create FAQ documents by asking: "What are the 10 things someone would most likely get confused about in the first week of using this system?" Adoption rates are up. Support calls are down. Clients are happier.