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Advanced e5 & eFinancials End-User Training

Optimum has been the preferred training partner for Advanced since 2009, supporting client implementations and upgrades across a wide-range of their software suite.

Introduction to Advanced Training

As the preferred training partner for Advanced, Optimum offer a variety of different end-user training solutions, supporting customer implementations or upgrades across a range of Advanced systems. These include:

  • eFinancials is an Oracle-based financial management system which provides facilities for invoice-to-cash, self-service capabilities and full reporting and analysis functionality
  • e5 is an e-finance hub that enables collaborative planning and procurement commerce
  • eProcurement is a leading Procure to Pay (P2P) electronic procurement system supplied to the UK services sector


Our approach is tailored to best suit each Advanced clients’ individual requirements and in-house resources. These include:

  • Fully managed eLearning modules for anytime, anywhere learning around accounts payable, accounts receivable, general ledger and reports and enquiries
  • A handover training infrastructure, complete with delivery scripts and documentation designed by Optimum training consultants, which can be passed over to the in-house project teams at to ensure continuity in business-as-usual training
  • Classroom training sessions, complete with user real life scenario exercises and participation quizzes to fully engage users

Bespoke End-User Advanced Training

Optimum work in partnership with our clients to develop bespoke end user training programmes which help ensure full user adoption is achieved, and that the business benefits envisaged when the programme began are realised.

We develop training programmes that reflect Advance’s users perspective, analysing the degree of change and incorporating the individual business processes and workflows for each role group.

We offer a range of training services to support the whole lifecycle of the end user training phase, ensuring your project team can focus on the core project at a crucial stage. Every Advanced project is different and so our approach is unique to you. We can either provide a fully managed training solution or fill the skills gaps in your internal team.


Our Advanced training solutions include:

  • Training needs analysis
  • Planning & design of the training programmes
  • Development of bespoke user reference guides quick cards, eLearning & video tutorials
  • Delivery in the form of classroom, presentation, eLearning & remote classroom sessions
  • Administration of the training programme
  • Localisation and translation services

Advanced Internal Training Programme

Many organisations plan to manage the end user training programme using internal resources, as this is often seen as an inexpensive way to train staff. However, this can be a high risk and costly option if it is not planned correctly.

Using a combination of internal super users and a specialist training consultancy such as Optimum, can often provide a very successful outcome.

Optimum can ensure your identified super users / trainers have focused and scripted supporting documentation to enable them to cascade an effective Advanced training programme to your staff at go-live. We can also develop a bespoke internal training programme for your identified super users / trainers, ensuring they are confident and fully equipped to support during go-live and business as usual.


Advanced Business Solutions eLearning Example

Optimum has developed a variety of eLearning solutions across the Advanced Business Solutions suite of software systems. Below is an interactive example, built using Camtastia:



Tell us about your project…

We offer experienced, professional trainers for any end-user training platform…

A few of our Advanced e5 & eFinancials clients...


This style of eLearning was very effective for the company and can be easily added to should we enhance the way we use the system. Feedback from the trainees has been excellent.

John Greene
Finance Systems Manager

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The advantages of working with a specialist training consultancy in creating the eLearning were that they challenged our approach at times and made us think about our user training earlier in the project.

Will James
Head of Finance Systems

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Optimum took a large task off our shoulders and coped remarkably well in difficult circumstances. Once the courses were developed they could deliver them, including the administration, with very little impact on what was a very small WPD project team.

Chris Paisey
e5 Project Manager

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