Evaluating ClickLearn for ERP Training

Evaluating ClickLearn for ERP Training

ClickLearn is a market leading training solution, used to create instructional videos, eLearning, and process guides for a variety of software.

ClickLearn is compatible with a variety of ERP systems, including Microsoft Dynamics 365, SAP S/4HANA, Oracle Cloud ERP, and IFS Cloud. ClickLearn can be used in all of these systems to record processes and then convert those recordings into a variety of outputs, including written guides and videos.

The platform is advertised as a tool for automating the production of training and supporting materials, allowing organizations to save 80% of the time they currently spend writing these materials. However, a closer look shows that there are some limitations, and the solution may not be as cost-effective as it seems.

We have assessed the pros and cons of using ClickLearn so you can decide whether it is the best solution for your organization. As well as considering whether it is really as efficient in terms of time and cost as it claims to be, we have also investigated whether ClickLearn can provide the right level of customization and role-specific training to make your ERP implementation a success. It is crucial to remember that if your end users are not supported to use the new system effectively, the expected rewards of an implementation project might not be realized.

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What exactly is ClickLearn?

ClickLearn is a user-friendly process recording tool which enables you to record a process once and then create up to eight distinct outputs from that single recording, including written document, interactive eLearning, and videos with audio content. This flexibility of output is a major selling point, but it has its limitations. The formats available are unlikely to match your organization’s existing documentation. Furthermore, ClickLearn can only capture functional steps, not contextual information on business processes.

ClickLearn is easy to use, which is a great advantage in situations where non-trainers are producing training materials. However, ClickLearn users will still need some training on how to use ClickLearn to record and edit content. One of the major drawbacks of ClickLearn is that the recording and editing processes are not as simple as they might seem, so producing a full recording can be quite time-consuming. Furthermore, because ClickLearn only captures functional steps, there is sometimes a lot of work required to enrich the materials with additional context and explanations specific to your business.

It has a built-in support tool, the ClickLearn Virtual Assistant, to help users create and edit recordings. There is also plenty of support available online, from both ClickLearn and the wider ClickLearn user community.

The application allows organizations to create templates for their outputs to ensure the same formatting across all materials. However, even when using templates, outputs can vary greatly, so you will need to develop best practice guidelines for creators to follow to minimize inconsistencies. For instance, all creators should be using the same resolution and scaling and ensure that all other windows are closed when recording in ClickLearn.

ClickLearn also has a built-in translation function which can automatically translate your recordings into over 45 languages, and more than 135 dialects. This makes ClickLearn a very effective solution for global organizations that intend to use their ClickLearn outputs across multiple regions.

How much does it cost?

ClickLearn operates a license model, so prices vary according to the size of your organization. For smaller organizations, a single license can cost about $400USD per month, while larger organizations can expect to pay more than $700USD per month for one license. Furthermore, each ClickLearn user requires their own license, so if multiple users will be creating recordings you must have multiple licenses.
Pricing accurate as of August 2022.

Evaluation of ClickLearn

While ClickLearn is versatile and easy to use, on its own it cannot offer the level of customization you would expect from a dedicated training partner. Working with a specialized training provider can be more efficient in terms of both time and cost, and you can be sure that your end users are receiving training that is specific to their roles and to your business.

Onboard and ClickLearn: A Collaborative Approach

At Onboard, we have worked with clients who had already chosen to develop training materials using ClickLearn, but who did not have the internal expertise and resources to create and edit the recordings themselves. By collaborating with our clients’ Subject Matter Experts and Business Process Owners, we have created engaging and accessible training materials to be used for implementation training and business-as-usual training for new joiners.

After the training materials have been created, Onboard can also create and manage a learning portal to store the materials using virtual books and shelves. A book lets you combine multiple recordings that users can browse, while a shelf combines multiple books to create a single, easy-to-use website.

ClickLearn is an undeniably valuable tool, allowing you to create short walkthroughs quickly and easily to train employees in the use of your new ERP system. However, you should consider whether it can provide the right level of customization to suit your training needs.

The Onboard Approach

Onboard provides tailored training solutions for ERP implementations, offering a range of materials and delivery styles to meet the needs of different end user communities and support the development of an effective and confident workforce.

Onboard has supported the training of over half a million end users, working for more than 700 organizations globally. We have provided training programs for software including Microsoft Dynamics 365, Unit4 ERP, SAP S/4HANA, NetSuite, Oracle Cloud ERP, IFS Cloud ERP, and many more.

Contact us today to find out how Onboard can meet your training requirements.

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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