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ERP Training

ERP User Training Services

Organisations spend heavily on the software, cut the training line to protect the budget, and then conclude the software was the problem.

  • 0.5-2 dPer end user role
  • 3-5 dPer super-user
  • 2-4 wkRefresher after go-live
  • YoursData used in every session

Why It Matters

Training is the first line cut and the most expensive one to lose

Nobody needs to learn the whole ERP

A warehouse supervisor needs to do their eight tasks confidently. They do not need to understand the finance module, and sitting them through it wastes two days and teaches them that the system is complicated.

  • A task list per role agreed before any session is booked
  • Sessions sized to the role, from half a day to two days
  • No module tours, no screens a person will never open

Your products, your customers, your approval rules

Sessions run on a copy of your own database rather than a vendor demo dataset. People learn their job instead of an abstraction they then have to translate.

  • A training database refreshed from your live configuration
  • Real document layouts, real tax rules, real approval chains
  • Mistakes made safely, in a copy, before they cost anything

Five steps from role list to a team that can be tested

  1. Role and task mapping

    We list every role and the transactions each one owns, then agree what each session must cover.

  2. Training database

    A copy of your own system with your products, customers, rules and layouts, refreshed for the sessions.

  3. Super-users first

    Named super-users are trained deeply ahead of everyone else, so they can support the wider sessions.

  4. Role sessions and recording

    Hands-on sessions per role, recorded, with a written role guide produced alongside each one.

  5. Competence check and refresher

    Each person completes their real transactions unaided, then a refresher two to four weeks after go-live.

What a training programme delivers

  • Role and task matrix

    Who needs training on what, how long each role takes, and which people can be left out.

  • Training environment

    A refreshable copy of your database so people practise on real records without touching live data.

  • Written role guides

    One short guide per role in your language for your process, with your screens, not the vendor manual.

  • Recorded sessions

    Every role session recorded and indexed, so a new joiner can watch the same training in month nine.

  • Competence checks

    A pass or fail per person against their real transactions, with a named list of who needs a second run.

  • Post go-live refresher

    A session two to four weeks after go-live, once the real questions and bad habits have surfaced.

Why teams bring us in to train their people

  • We train roles, not modules

    Every session is built from a task list for one job, so nobody sits through screens they will never open.

  • Always on your own data

    A copy of your database with your products, customers and rules. Never a vendor demo dataset.

  • We build super-users deliberately

    Internal experts are the highest-return format, and far cheaper than paying a contract to answer how-to questions.

  • We test, then report honestly

    A competence check per person, and we will tell you which team is not ready rather than sign off a register.

  • We plan for the joiner problem

    Recordings, role guides and an onboarding path, so competence does not decay as staff turn over.

ERP training questions

How long does ERP training take?

End user training runs half a day to two days per role, depending on how many transactions that role owns. A warehouse or sales role is usually half a day to one day. Finance is normally two days because period close has to be covered properly. Super-user training runs three to five days per person. For a mid-sized organisation the whole programme typically lands between two and four weeks of elapsed time.

Is the training onsite or remote?

Both work. Remote sessions are cheaper, easier to record and fine for office roles who already live on a screen. Onsite is clearly better for warehouse, production and shop floor staff, where the training needs to happen next to the actual process with the actual scanner. We usually recommend onsite for operations roles and remote for finance and management, rather than forcing one format on everyone.

Can you train us on our own data?

Yes, and we insist on it. Sessions run on a copy of your database with your products, your customers, your approval rules and your document layouts. A vendor demo dataset teaches people an abstraction they then have to translate. Training on your own records means the screens in the session are the screens they will see on Monday.

What happens when new staff join after go-live?

This is the part almost nobody plans for, and it is why competence decays about a year after a successful go-live. We record the role sessions, write a short guide per role, and document an onboarding path that says what a new joiner completes in their first two weeks and who signs it off. Your super-users then run that path without us. Turnover stops being a training crisis.

Do you provide written documentation?

Yes. You get a role guide per role, written in your language for your process, with your screenshots and your approval rules. It is not the vendor manual with a cover page on it. The vendor manual describes the software. A role guide describes the eight things a specific person does and what to do when one of them fails.

How do we tell whether the training actually worked?

With a competence check, not an attendance register. Each person completes their real transactions unaided in a test database while someone watches, and we record who passed and who needs a second session. Training that is not tested is an assumption, and the place that assumption gets discovered is your first week of live trading.

Plan Your ERP Training Programme

No commitment. A straight view of what your team actually needs to learn.