ERP Implementation: The Training, The Process, The Budget, and More

ERP Implementation: The Training, The Process, The Budget, and More

Do you have an idea why implementing ERP is so important? ERP systems that successfully revolutionize enterprises through data centralization, improved cooperation, and increased return on investment—despite a high failure rate.This guide will make sure your ERP journey is meaningful and seamless by covering everything from planning and training to continuing support.

A 2019 survey revealed that 67% of distributors and manufacturers found their ERP implementations successful, while a 2020 report found that 93% of organizations reported their projects as successful. Yet, some respondents reported poor software quality during implementation. According to Gartner’s research, 75% of ERP implementations fail.

Let’s be real- when installing an ERP (Enterprise Resource Planning) platform for the very first time, improper planning can make it difficult. The figures on ERP implementation failures highlight a major area of worry for businesses undergoing digital transformation.

To receive the intended benefits, you need time and thoughtful planning. It is like crafting perfection – strategy, patience, and a whole lot of brainstorming.

Making the transition gets challenging as you and your staff members have to become familiar with the new framework while simultaneously learning ways to work with it properly. The primary challenge is the fact that it modifies the technology employed and has a significant effect on your organization’s culture.

Regardless of the kind of new ERP system selected, the effectiveness of the preferred business solution when it comes to user engagement, workflow alignment, data integrity, and business compatibility is dependent on the successful ERP implementation process.

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ERP Implementations

The complete procedure that involves gathering company specifications, choosing the best software platform and ERP vendor, the implementation team partner setting up integrations, transferring legacy data to new software, and lastly, executing the new ERP system is referred to as the ERP implementation lifecycle.

What Experts Say?

Successful ERP implementations are about aligning technology with business processes and ensuring that all stakeholders are engaged and committed to the transformation journey.”

– Michael Krigsman, Industry Analyst and Host of CXOTalk

The whole ERP implementation project process highlights effective change management in addition to checking that the technical elements of the new system‘s operation are put into operation effectively. This is achieved by making sure that client requirements are taken into account at every stage of the implementation process and that everybody involved receives system training.

However, the implementation remains in progress, given that the system is operational. ERP systems, like any other software platform, need to be updated and maintained on a regular basis to perform at their best.

Why Does Your Organization Need ERP Implementation?

ERP serves as the business’s data archive and primary source of reference. It facilitates the decision-maker’s job and gives staff members the confidence to rely on the data when making significant choices that impact the company. 

Here are a few reasons why your organization should have an efficient ERP system: 

Easy Collaborative Work

Implementing ERP reduces the likelihood of duplication and gives the entire organization access to centralized data. No department must wait for another to acquire data before beginning work. It lessens reliance, boosts openness, and encourages cooperation.

Bird’s-eye View of Business Operations

ERP systems are essential for numerous sectors, but supply chain and retail are the two that need them the most. Getting an up-close perspective of the entire organization enables executives to spot issues early and take action before they become a hindrance. Dynamic tracking systems are a feature of modern ERP systems that minimize uncertainty and give pertinent stakeholders the most recent data.  

Well-defined Analytics

It keeps track of each participant and implementation team‘s activity and helps company executives in making decisions that enhance operational efficiency. Generating reports without an ERP system could take many days to weeks. Previous reports help map data migration to implementation partners and out what companies might overlook in real-time monitoring.

Improved ROI

ERP unifies every significant application within an organization. Employees can use ERP as a single point of data instead of switching between several programs to get information. Employees only need to use one application, which saves time, minimizes training, and increases visibility, all of which increase return on investment. 

ERP Implementation Training

Adapting your IT systems requires time. The distinguishing feature between an automated system and an individual is the fact that once you have communicated a precise set of commands to a machine, it will not challenge them. Individuals are not all the same; they are not very open to a shift. If they fail to receive high-quality training, even the most committed employees could find it difficult to make changes to the way they work.

There is more to training than merely showing staff team members how to operate a system in a single session. You should think about incorporating interactive elements into your training, holding follow-up meetings, and figuring out methods to know if the initial training itself was successful. Moreover, training requires continuous effort.

Inappropriate use of the program’s features can lead to faults throughout the system. ERP software greatly improves information flow throughout an organization, which sets it apart from competing solutions. However, it also implies that errors generated by one department might propagate to other departments, causing data inaccuracies all the way through the system.

These mistakes will require you to cope with inaccurate data and pay for additional training later on. Why not just avoid them now? Getting an effective training program for your employees at the very beginning of the ERP implementation process is the best way to prevent any errors. 

See related: SAP vs Oracle.

Different Training Methods

There are several tested and well-designed training methods used at Onboard to help every employee, team member and project owner or manager in your organization become well-versed in the proper implementation and use of any ERP solution.


This activity is performed to map out project progress through the end-user training phase, resulting in an organized timeline with resources designated for the design, development, and delivery stages. Through this activity, the likelihood of time or financial overruns will be reduced, and it will make certain that an appropriate amount of development days is already decided upon, being  programmed and monitored by project leader throughout.

Reference Guide

Reference guides are thorough instruction manuals or guides that include detailed business process diagrams to ensure business-specific procedures are understood and adhered to. Onboard creates customized reference manuals with system screenshots specific to your ERP build, providing thorough explanations of both function and procedure.

Training Pack

A trainer pack is useful for ensuring uniformity of the delivery process, particularly when numerous trainers have been assigned to the project at hand. We incorporate the following when creating training packs.

  1. Lesson plan including introduction to topics, flow ideas and delivery tactics.
  2. An introductory PowerPoint presentation to structure the session.
  3. Consolidation exercises to help delegate further grasp a process.
  4. Data setup, including a list of the data needed to deliver the course.

Quick Cards 

The basic components of a process are covered on these dual-sided A4 cards, which are beneficial for basic and often used business processes. They have eye-catching graphics and are simple to understand without getting overly complicated.  Additional quick cards can be made to ensure that details remain accessible if the necessary amount of data is too much for one quick card.


We have years of experience in developing high-quality eLearning for every system application. The categories of videos consist of:

  1. Interactive eLearning programs containing system simulations, activities, and quizzes.
  2. A method is demonstrated in tutorial videos. 
  3. Quick movies show a procedure in a passive manner, supported by verbal narration and background music. 
  4. Concept videos are unprofessional, eye-catching animations.

All videos are created in MP4 format.

Digital Self-Learn

Digital Self-Learn is an eLearning module designed for self-teaching that is divided into discrete modules. The e-learning will consist of many components, such as interactive exercises, text, photos, quizzes, embedded films that show off system capability, and more.

Skill the Trainer

By providing the appropriate tools, role-based process expertise, and delivery abilities to your designated super users, Onboard will help you develop your internal training capacity and guarantee positive outcomes. 

Classroom Delivery

Employees get the chance to learn and apply their skills in a monitored environment during “hands-on” training sessions in the classroom, which are facilitated by skilled training consultants. This type of a training program is appropriate for remote workers, new users, and those going through a lot of change at work.

Online Delivery

The geographical dispersion of end consumers is made easier to deal with by online delivery. Providing a controlled, dynamic, and interactive online platform for audience engagement expands the reach without the need for more training consultants. This implies that we can provide anyone, anywhere, with reasonably priced, incredibly effective training programs.

Presentation Delivery

Putting on polished, interesting presentations that include a system demonstration is an affordable method of training big crowds. When there is little material to learn and “hands-on” practice is not required, this works best.

Go-live Support

During the go-live stage, the training experts will be available to answer questions, enhance process knowledge, and offer a ‘triage’ service to restrict the number of user-triggered issues handled by the company’s internal help desk. 

Training sessions can be scheduled in advance with the training consultant, or they can be provided “on-demand” to support users when they are adapting to a new ERP solution. Those who are less comfortable using technology may find this approach practical training very helpful.

ERP Implementation Training Process

Onboard’s ERP implementation training process has been designed after years of experience with multiple businesses in different industries. 

Indicative Cost

To properly estimate ERP implementation cost, you must have a clear understanding of the whole project management team‘s size and scope. The initial cost estimate can be given soon after the full project manager tasks and user count have been provided. This estimate facilitates resource allocation and budget preparation.


This step comprises a scoping exercise that evaluates your project plan, organization’s specifications, business goals, the complexity involved in ongoing training, and the optimal training phase method. It may be helped by a tool such as RapidScope®. It helps identify the best training tactics for successful implementation depending on the particular requirements of your business.

Material Selection

After determining your organization’s requirements, you decide which training materials should be leased to Onboard’s ERP and project team members for development. This could include any kind of instructional content needed for efficient training, such as manuals, movies, simulations, or other materials.

Assign Staff

Based on the needs discovered during the scoping process, role-based training and Onboard allocate the appropriate training assets or resources to your project team. This could involve subject matter experts, trainers, instructional designers, etc., to guarantee an adapted strategy to your training requirements.

Knowledge Transfer

Onboard leads knowledge Transfer meetings with your task force and system specialists. The purpose of these sessions is to exchange essential details on the ERP system, including its features, workflows, and compatibility with your company’s operations. This transfer of information guarantees that your staff and executive sponsor ERP implementation team members have a complete understanding of the system.

Produce Materials

Onboard creates the training resources based on the requirements that have been discovered. This could entail writing, revising, and translating data to other languages as needed to make sure they are thorough and simple enough for various user groups in your company to grasp.

Training Delivery

Onboard either trains the functional team of internal staff to provide the training or offers the training straight to your employees. This stage guarantees that the training is delivered according to the developed contents and the particular needs of new employees of your company.

Go-live Support

Onboard offers floor walking (on-site help) and hypercare support throughout the essential go-live phase to handle any last-minute issues or queries that crop up when your company begins utilizing the new ERP system. This support guarantees a more seamless transition and prompt help for users who need it.

Streamline ERP Implementation with Training 

Implementing an ERP system can be among the most significant choices for your organization. According to statistics, worldwide revenue of ERP usage will reach about $100 billion by 2026. Making the switch to an updated system as seamless as possible will pay dividends in the long run, even though it requires a significant amount of work and careful planning in the short term. Gaining practical experience in the functions of your new ERP system will undoubtedly benefit staff members / end users. 

Depending on the user group in question, customized ERP classroom training courses will enable your workforce the opportunity to have their questions answered quickly, enhancing the learning process compared to printed instructions or online video lessons. Having said that, the latter is perfectly acceptable for light-touch ERP users. It is one of the world’s leading ERP training providers. We have years of experience in providing companies of all sizes with the best service for various different ERP products. Contact us today to get the best for your business.

FAQs on ERP Implementation

Q1. What are the three pillars of ERP implementation?

Every ERP deployment has three key pillars: people, process, and technology. The majority of ERP implementation mishaps are caused by poor resource planning and management, as well as a lack of risk assessment.

Q2. What are ERP modules?

ERP modules are essentially your ERP system’s foundational components or its business functions and procedures. These modules contain features that are mostly used by the company’s administrative departments, such as demand management, acquisition, accounting and financial management, and human resources, among other nonfinancial tasks.

Q3. What is BPM in ERP?

A collection of techniques for effectively completing particular business procedures is known as business process management or BPM. To put it simply, it helps businesses implement and automate both structured and unregulated workflows or channels in order to meet certain business objectives. Workflows, however, involve humans rather than automated machines.

Q4. Why is ERP better than MRP?

ERPs tend to be more comprehensive software systems that include all of the functions of an MRP. In addition, businesses can use ERPs to administer and improve their earnings, project administration, customer relationship management, human resources, accounting, and much more.

Q 5. Is Oracle an ERP system?

Oracle Fusion Cloud ERP is a comprehensive, cloud-based ERP unit. It gives your teams access to cutting-edge tools like artificial intelligence (AI) to automate repetitive manual tasks and real-time data analysis to respond to market changes. It also offers regular updates to help you remain current while earning a competitive edge.

Q6. Which ERP is used by Amazon?

Amazon uses SAP (Systems Analysis and Program Development) software. SAP ERP customers might use the platform to handle their accounting records, logistics, human resources, order administration, transactions, and other functions.

Q7. What is the extended ERP stage?

Extended is the next phase of the ERP upgrade, which includes a number of modules that facilitate external company operations, including supply chain and logistics, e-procurement, e-commerce, and customer relationship management.

Q8. What is ERP data migration?

The complicated process of moving data from its original sources into a database of a recently implemented ERP system is known as an after ERP implementation team data migration. When a business implements a new and innovative ERP platform, the initial systematic data transfer is absolutely necessary.

Joanne Harrison
Joanne Harrison
Director of Sales

Joanne has worked for Onboard’s parent company Optimum since it was established back in 1998 and has progressed through the organization to Director of Sales. She has overall responsibility for business development and leading the growth of the company. Her role is to expand the value proposition to our clients and target markets, identify new markets, implement strategic partnerships and build valuable relationships with existing clients and system partners.

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