How to choose the best user training method after ERP, CRM or ECM implementation

“If you think education is expensive — try ignorance”. — Derek Bok, president of Harvard University.

User training is one of the puzzle’s pieces which allows you to create a complete picture of a successful implementation project. Attention should be paid to end-user training in the case of implementing such IT systems as ECM (Enterprise Content Management), which will be used by many employees.

No less important is the training of ERP and CRM users, because they are aimed at solving complex business problems. Whether an implemented IT system or business application becomes a productive and useful tool for a company, directly depends on the well-organized training for end users.

In this article, we will look at end-user training in terms of process organization.

We will examine a different kind of ways to organize end-user training on implementation projects, limitations, advantages, and disadvantages of each approach, as well as our experience in applying some of these methods on IT implementation projects.

These days, the most popular methods of organizing end-user training are:

• small group training in a computer lab;
• face-to-face workshops;
• webinar seminars;
• training videos integrated into the system;
• e-Learning.

Let’s review each method for various parameters: the number of users, the effectiveness of training, training schedule, complexity and cost.

Small groups user training in the computer class

This training method is optimal for organizations where the number of users working constantly with the new system is limited to several tens. The method is most effective in terms of the quality of education. Computer room user training is also recommended if the majority of employees do not have practical experience in using the automation systems. In this case, it is recommended to conduct full-time training with practical exercises. Based on our experience, such a format is most often used to educate a workgroup first.

Full-time seminars for users

This method is optimal for organizations with 100-200 users (it could be in case of ECM implementation). This training method is less effective than the previous one, but at the same time, it retains the ability to ask questions and get answers to them in real time. It is recommended to make a video recording of the training seminar, so in the future, end-users can refer to it and refresh their knowledge.

From our personal experience of using face-to-face seminars, we can recommend combining such training with detailed user instructions (both for the business process and for distribution by roles). It is also necessary to provide resources for the organization of the first line of user support at the stage of pilot production.

Webinar user-training workshops

Webinar end-users training is optimal for companies where the number of users is several hundred and more and/or employees are geographically detached.

From our experience of conducting webinars, I would like to draw attention to the following points: webinars are devoid of “eye contact,” the teacher is hard to get feedback from the audience in real time. However, if users are employees who already have experience in automation systems, such a format is quite viable.

Training videos embedded in the IT system

This method also has no restrictions on the number of end-user and the time of training. Training videos demonstrate the standard functionality of the system, without taking into account any additional modifications for a specific customer. Therefore, it can be recommended to those companies whose business processes fit into the standard functionality of the system or have been adapted to the system.

Watching videos does not replace full-training and is recommended as an addition to other formats of user training.

Online Learning Tools (e-Learning)

The use of online learning tools (for example, based on SAP Enable Now, Oracle Learning, DoceboLMS, etc.) is recommended for large organizations with a large number of users working in the system, including employees who working from home-office. Users can independently allocate time to complete these courses, and then refer to them if necessary when performing their daily duties.

In terms of efficiency, the method is comparable to training in a computer class, because a user can test his knowledge’s in a practical task.

If you want to learn more about user training, please read other materials:

• User Training: The Key to Unlocking the Benefits of a Software System
• The importance of User Training during software implementation
• How A Proper End User Training Can Improve Performance After A New Software Implementation
• Why software upgrades in companies can cause panic and fear

We, as Software Provider, truly understand how important it is to organize user training for employees. It is necessary to pay attention to users’ needs, and not only to the system being implemented. Investment in employees training will allow enterprises to quickly get the benefits that the new IT system provides.

Tatyana Vandich

Tatyana Vandich is a seasoned marketing professional with a focus on technology and business solutions. She regularly contributes to the Namtek Consulting Services blog, sharing insights on data integration, EDI, and digital transformation to help businesses improve operational efficiency.

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