5 Proven ERP User Training Strategies to Increase Adoption

5 Proven ERP User Training Strategies to Increase Adoption

Did you know that effective ERP training revolutionizes your organization’s productivity? ERP user training strategies ensure employees fully utilize ERP systems. How? By concentrating on clear communication, personalized user experiences, structured change management, real-life scenario training, and varied training methods. Onboard ERP provides a comprehensive training plan for successful user adoption of ERP.

Enterprise resource planning (ERP) implementation is a major process for streamlining internal functioning and improving your organization’s efficiency. With ERP applications, you get to streamline the work burden within your organization, minimize the complexity of multiple daily tasks, and automate some regular tasks.

What Experts Say?

“ERP is a strategic tool that helps businesses to streamline their operations and improve efficiency by integrating all facets of an enterprise into one comprehensive information system.”

— Robert Jacobs and Ted Weston

By following this process, the working efficiency and revenue productivity of your organization eventually increase. With 50% of companies acquiring, upgrading, or planning to update ERP systems soon, the need for strategic training becomes inevitable.

The effect of ERP on your organization finally depends on how the employees of your organization are trained. The end-user training process ensures that the users of ERP systems are well-trained and can utilize ERP software to the best potential.

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What is ERP User Training?

ERP user training is a process that includes a complete renovation of the existing functioning of your organization and the ways in which the employees carry out each process. Effective ERP user training should be planned during the initial project phases, as it is essential for organizations to maximize efficiency and productivity through streamlined processes and automation.

Under this training process, the employees of an organization are trained to implement ERP software that combines multiple sectors of an organization, including finance, admin, customer relations, and marketing, and streamlines them for smooth functioning and enhanced productivity.

5 ERP User Training Strategies to Increase ERP System Adoption

There are several ERP training strategies that each organization must follow to adopt automation of tasks within their organizations and improve work efficiency and productivity. 5 major ERP user training strategies to increase adoption are listed below:

Source: Focus Softnet

1. Communication

At the outset of your ERP project, it’s important to conduct open communication with your workforce. Clearly discuss and explain the project’s purpose, the changes management looks forward to, the business advantages it offers, the potential value for different aspects of the business, and any relevant information. Regular and transparent updates establish expectations for employees regarding the project’s implementation.

During the implementation phase, involve as many individuals as beneficial. Whenever possible, seek input from your team and consider it, even in the early stages of an iterative process, such as when selecting the type of system. Clear and meaningful communication that establishes a collective objective, which the system will contribute to achieving, is one of the most effective ways to enhance user adoption.

2. Personalized User-Experience

In organizations with diverse roles and workflows, personalization becomes a crucial element for both user satisfaction and enhancing software adoption. This approach recognizes the unique requirements and preferences of individual users. By tailoring the user experience, organizations cultivate an environment that resonates with employees on a personal level, ultimately boosting user adoption.

Personalization actively involves end users in the design process to gain insights into their specific needs. Customizing the technology to address particular pain points results in a more intuitive and engaging user interface.

To introduce personalization features effectively within the technology, documentation and software-specific tutorials come into play. These tutorials, combined with in-app messaging, offer step-by-step guidance on how you can customize dashboards and workflows, empowering users to craft an experience that aligns with their individual preferences and requirements.

3. Training and Management Programs

For organizations undergoing frequent technological transformations, this organizational change management strategy is an essential asset. It effectively addresses the common resistance to change that arises during transitions and helps employees overcome the unfamiliarity associated with new tools. A structured change management strategy offers employees a clear roadmap, reducing uncertainty and facilitating smoother transitions.

Change management involves creating a comprehensive plan that includes communication, training sessions, and support mechanisms. These elements work together to train users to ensure a complete understanding of the technology’s purpose and usage.

Interactive tutorials play a pivotal role in successful change management. They serve as training resources, guiding users step by step through the transition process. Through hands-on experience, employees gain confidence and proficiency, ultimately leading to improved software adoption.

4. Real-life Situations

In ERP training, real-life scenarios play a crucial role in illustrating the practical application of the system. By incorporating case studies and relatable examples, users gain a deeper understanding of how the ERP solution addresses real business challenges. This method not only enhances user comprehension but also builds confidence in their ability to effectively integrate ERP into their daily work tasks.

5. Effective Training Methods

During the implementation and early training of ERP projects, it’s common to follow the trainer method, where your ERP partner trains your key users, who later train the rest of your team. This procedure builds ownership among power users in your team and reduces training costs.

When following the ongoing training, consider the most effective approach for training the team together. Some users prefer in-person live training sessions, while others consider videos, articles, or recorded sessions. A combined approach usually works best to cater to different learning preferences within your team.

To create an effective training and ongoing learning structure for your employees, follow these best practices:

  1. Provide self-directed learning opportunities, often achieved through recorded online videos for users to access at their own pace.
  2. Make the training content goal-oriented, highly relevant, and practical according to the user’s day-to-day work. Focus on the workflows and processes needed to achieve specific outcomes.
  3. Encourage collaboration within your team by involving certain employees as trainers or pairing up learners with experienced users.
  4. Offer just enough information, keeping it relevant to each user’s role and avoiding unnecessary depth.
  5. Break your training sessions into manageable, focused segments to better accommodate short attention spans and enhance information absorption.

Why is ERP User Training Sessions Important?

Some of the major reasons to implement and follow an ERP user training plan in your organization are:

Reason 1: Enhanced Productivity

The aim of each ERP strategy implementation is the continuous learning opportunities to enhance your company’s efficiency and productivity. With proper training and early utilization of the new ERP system, your employees can automate multiple regular tasks, minimize time and investment in their work, and decrease the cost incurred while performing a few activities.

However, you can only avail of these benefits when the ERP software is utilized efficiently. In the absence of a proper, ERP training program and strategy, you might acknowledge the degrading quality of multiple tasks in your company. Your implementation team and other employees might make multiple errors and result in time lags by not being familiar with the software. Hence, to avoid these situations, user training is crucial for effective and successful ERP implementation projects.

Reason 2: Prevents Loss

Implementation of ERP is a major investment for each organization. The investment eventually pays for itself by offering productivity and profitability together. Moreover, ERP software reduces the time your properly trained employees spend on day-to-day tasks, providing them with more time to invest in more valuable tasks that contribute to your organization’s growth.

Reason 3: Work Accuracy

Well-aligned ERP training ensures that each employee uses the same process for performing their task. You will be able to note increased accuracy in your employees’ tasks even after a few days of initial training sessions. Proper training of the employees results in a standardized way of exchanging data and performing several work-related tasks. Implementing this process for the long term can result in improved work accuracy for your organization.

Moreover, by performing the correct ERP process, the turnover process of your employees can be streamlined, and the entire data can be saved on one system. Hence, even if any employee resigns from your organization, it will not degrade the accuracy and interfere with the continuation of the work processes.

Reason 4: Role-Based Training for ERP

ERP and implementation process is a versatile process as it can be applied to each role within your organization. ERP functions and access are segregated by function and seniority. For instance, a senior marketing manager will use ERP for different purposes as compared to a junior-level software developer. Due to this reason, ERP training practices include not only basic training on the uses and application of ERP but also includes specific training for each position within your organization.

With highly personalized training, your employees can utilize it in the best way possible for their specific roles and tasks. Moreover, with role-based lead training sessions, you can ensure that every employee learns the key aspects of the software they can use for their particular task, avoiding wastage of time in gathering unnecessary information and confusion.

Note: Role-based training is different from process-based ERP Training. Unlike role-based, process-based training focuses on teaching employees how to perform specific tasks and business processes within the ERP system.

Benefits of ERP Implementation Training

Effective ERP software training is crucial post-implementation, as inadequate ERP end-user training can affect the success of ERP adoption. No organization wishes to invest in a solution intended to enhance business processes and workflows only to see it go unused. The benefits of a successful end-user training program include:

Increased Capability of Employees

Educating and training employees is instrumental in enhancing their capabilities to align training needs with the organization’s objectives. Without proper training, employees can struggle to familiarize themselves with key components of the system, hindering their ability to utilize the solution fully.

Training reinforces this principle by empowering employees to work autonomously while also collaborating effectively within a team to attain the company’s business goals.

Processes Implementation

Implementing an ERP solution is accompanied by a crucial need for comprehensive employee training. This ensures that the transition to new processes supported by the new software is effectively adopted. Proper training conducted by the vendor is the key to ensuring that employees, as the actual users of the solution, can confidently and smoothly utilize it.

Cost and Time-Saving

In the early stages, implementing an ERP system and training end users may be both costly and time-consuming. However, as the system matures, it becomes a significant time and resource saver for the organization. This is due to its ability to consolidate and store data from various business activities in a central location. It allows end users to access it quickly from anywhere, ultimately streamlining operations.

Lesser Risk

By having all employees work with a centralized database, ERP training significantly minimizes the risk of data redundancy, leading to fewer human errors and ultimately contributing to the production of higher-quality products. Therefore, the successful implementation of end-user and training programs is a crucial element for a thriving business.

Get ERP User Training With Onboard

ERP software comes with a lot of functionality and is a complex solution. Each organization must choose an easy-to-use system and train their employees well to increase work efficiency and productivity. If you are willing to reach the heights of success, focus on training your employees with dedication both during the implementation of the process and afterward.

To offer your employees the best ERP training and pave the way to success for your organization, Onboard ERP training consultancy offers the best ERP training on a global scale. With over 750+ projects, this ERP training consultancy delivers all its projects on time, offering flexible and competitive ERP training, continuous learning and change solutions. To help your employees master ERP software functionality, contact Onboard today!

Common Questions About ERP Training Strategy

Q1. What are the methods of  ERP training?

There are two primary training methods that are commonly employed by organizations: The on-the-job Training method and the off-the-job training method.

Q2. What is On-The-Job training?

As the name for practical training suggests, this training occurs on the job site. New employees learn by actively participating in tasks while observing experienced employees.

Q3. How is Off-The-Job training conducted?

In this method, training is conducted away from the job site, often in classrooms or similar settings, which can be located either near or far from the workplace but not on the actual job site.

Q4. What is the ERP training plan template?

ERP training plan template is the structure or framework of how the training will be implemented for the employees.

Q5. What are the important ERP workstreams?

The major ERP workstreams include sales and marketing, finance and accounting, manufacturing, project, materials management, and supply chain management.

Jordan Locke
Jordan Locke
Service and Delivery Manager

While Jordan was studying International Business and Politics in South Korea, he gained his first experience of teaching while working as an English teacher at the university. This is where he gained an insight into how valuable to the learner it can be to impart knowledge in a way thatis simple and accessible. He recognised these skills could be transferable to business systems training and hasn't looked back. Jordan has progressed with the business from developing and delivering a variety of training solutions to now taking on the role of Service and Delivery Manager, overseeing the operations of the business.

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