Electro Rent

Microsoft Dynamics 365 ERP training for a US provider of electronic test and measurement equipment.

The Onboard training partnership enabled this Dynamics project to go-live on schedule.

The Onboard training partnership enabled this Dynamics project to go-live on schedule.


Microsoft Dynamics 365 ERP


Finance and Operations

No. of End-Users:

400 End-Users



“Despite the Covid-19 pandemic, we guided Electro Rent through a highly successful D365 user adoption phase.”

Joanne Harrison, Onboard Sales Director

Electro Rent contracted Onboard to facilitate their transition from two legacy systems to Microsoft Dynamics 365 and SalesForce Lightning and CPQ.

With multiple locations across the US, EMEA, and Asia, they needed a solution that would enable all regions to implement the same universal business processes. The roll-out included core functions such as Lead to Order, Operations, Product to Purchase, Customer care and Billing, and additional functionality for Finance.

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The Challenge

The client required an ambitious roll-out schedule for offices across multiple continents, with processes that would not be cemented until late in the timeline.

Two organizations were merging into one, which lead to combining drastically different practices into one global business process, with individual regional localizations.

The Solution

In order to meet the client’s needs, Onboard sent consultants to offices across the US, Europe, and Asia. They helped the client define their global processes and produced training material including reference guides, quick cards, eLearning modules, and trainer packs. All training deliverables were translated into regional languages where needed. 40 internal subject matter experts were upskilled to deliver training in a professional and consistent manner.

Notably, Onboard successfully delivered training on schedule, despite sudden travel bans caused by the COVID-19 pandemic, by switching seamlessly from in-person to remote training. Remote training programs were not typical at that time, but Onboard demonstrated flexibility and creativity in its agile approach.