The Seven Steps to Implementing ERP – Step 6 – End User Training

Hi Folks – On to Step 6 of the ERP Implementation Process…

The previous posts have covered a lot of ground…

Step 1 – Justification and Specification
Step 2 – Sourcing and Qualifying your ERP Supplier
Step 3 – Negotiating and Purchasing your System
Step 4 – Installing and Configuring your System
Step 5 – Process Integration

And if you have not completed the above 5 steps, I would strongly advise you to complete them prior to even thinking about end user training…

If on the other hand you have traveled the long road to get to step 6 – first of all CONGRATULATIONS!…

So how do you train end users? There are any number of approaches but let me throw one that WORKS at you that HAS worked for me…

First of all, let me clarify, end user training is providing front line personnel with specific instruction in how to do his or her job.

It is NOT ERP System 101. That should have happened a while ago.

At this phase in your implementation, you have to train users in how to use your new system to perform their jobs. You have integrated certain processes that probably for the most part existed prior to your new system – maybe other parts are new.  Now you are performing some of the tasks that were once either done manually or on another system on your new one.

You have to give them clear guidance in how to do their jobs – and if you do a good job – if you have performed all of the steps and phases up to this point, your implementation will be successful. If not – well – I think it’s pretty obvious what’s going to happen…

So how to you go about doing conducting End User ERP training?

  • First it has to be hands on. This isn’t going to be a 20 minute PowerPoint…
  • Next involve key users – those that have assisted in the implementation – perhaps supervisors and others that have expertise specific to the process you must train…
  • The training should consist of 4 components…
    • A facilitator should walk the entire class through the process.
    • Have each student follow the process and another student through the process.
    • Have each student demonstrate his / her proficiency in front of the rest of the class – guided by another student (This keeps everyone paying attention.
    • Have each student watch while every other student walks through the process. No talk – just watching.

By the end of the session – all those that participated should be sufficiently trained to participate in the next Pilot. Those that didn’t – well what can I say.

This method works – I have seen it in action many times….

Once all are trained in how to do their jobs … the only thing left to do is … Go Live – Next Post…

The Business Software Implementation Tracker to be Released any Day…

As mentioned in the last couple of posts – My new guide – The Business Software Implementation Tracker will be released shortly…

It is 450 pages packed with information – and takes the step by step approach that I have been talking about for a couple of years now on my web-cast Implement ERP Fast. This guide will provide you with a hands on tool and guidance from the very beginning in trying to build consensus, requirements specification, through sourcing, purchasing, installing, testing, process integration and training… whew …. no wonder it took soooo long to write the damn thing!

I will notify my list first – and will give them an special introductory price – so if you are not signed up – just head to the top of this page. If you are … Hang tight – I think you will like it…

To you success…

 

Rick