New York Botanical Garden

Unit4 ERP training for New York’s iconic living museum, educational institution, and cultural attraction.

The Onboard training partnership enabled this Unit4 ERP project to go-live on schedule.

The Onboard training partnership enabled this Unit4 ERP project to go-live on schedule.


Unit4 ERP



No. of End-Users:

250 End-Users



“With over 25 years of supporting Unit4 ERP projects at Not for Profit's organizations, we were delighted to add NYBG to that growing list.”

Joanne Harrison, Onboard Sales Director

Onboard developed an end-user training program to move New York Botanical Garden from multiple legacy systems and manual paper processes to Unit4 ERP as its ERP solution.

Business areas included Purchase to Pay (P2P), Record to Report (R2R), Budget to Cash (B2C), Human Resources (HR), Project Lifecycle (PLC), Payroll and Expenses ledger. Both Desktop and Web functionality need to be accounted for.

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The Challenge

Shifting from paper forms and Excel spreadsheets to Unit4 ERP was a dramatic change for the NYBG user community.

The introduction of a new Chart of Accounts and account structure posed additional hurdles. It was critical that the training program addressed these changes and clearly communicated their implications to all users.

The Solution

Onboard created a suite of training materials, including Reference Guides for in-depth information, eLearning videos for independent study, Quick Cards for easy reference, and Trainer Packs to be delivered to staff in classroom settings. Presentations were provided to large audiences, while smaller groups participated in hands-on practice.

Because Onboard offer tailored solutions, programs can be customized to varying needs. Where beneficial, system function training was personalized to be more exhaustive for power users and more streamlined for infrequent users. In the same vein, department heads and managers attended modules designed to fit their specific levels and areas of engagement.