Market leading end-user training for your Civica Financials project

We have perfected our finance system training methodology for over 25 years - making Optimum's bespoke offering the obvious choice.

Our end-user training programmes have supported business system implementations and upgrades across the world.

This role-based, tailored offering is available for all finance systems, including Civica Financials.

500+ Clients trained globally750+Projects trained globally

Delivery Methods10Development & delivery methods available

94% Delivery satisfaction rating94%Delivery satisfaction rating

400,000+ End-users trained since 1998500,000+End users trained since 1998

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Our solutions

Civica Financials is an integrated, web-based financial management system. However, any system is only as good as its users, so prepare for your go-live with a tailored, role-based training programme for your staff.

We provide flexible, tailored and cost effective end-user training solutions.

Implementing or upgrading a finance system such as Civica Financials will have a big impact on your organisation. Unless you make sure that your users know how to use the solution in the most effective way, you won’t achieve full return on your investment.

Optimum are experts in creating bespoke end-user training programmes for the implementation or upgrade of finance systems, including Civica Financials, as well as business-as-usual (BAU) refresher training solutions.

We not only understand the way the system works but also how to best train your staff. By using a mixture of tools and methods, Optimum’s training consultants have the relevant expertise to help ensure your workforce adopt the new software and any changing business processes.

Our training consultants are experienced in developing customised, client-branded, collaborative learning solutions for businesses within any industry. We develop training programmes for users of Civica Financials that reflect their way of working, incorporating the individual business processes and workflows for each role group.

Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure that your organisation achieves full value across the lifetime of the system, as users engage with the system and adopt the new processes.

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 project is different and so our approach is unique to you. We can either provide a fully-managed training solution or fill the skills gap in your internal team.


Training solutions include:

  • Training needs analysis (TNA)
  • RapidScope® – scoping your training requirements
  • Development of bespoke deliverables including reference guides, quick cards, trainer packs and three different eLearning options
  • Assistance with Skill the Trainer and Go-Live Support
  • Delivery in the form of classroom, presentation, eLearning and various online solutions
  • Localisation and translation services for global rollouts

We can support our clients in building internal training capabilities.

Many organisations plan to manage the end-user training programme using internal resources, as this is often seen as the most cost-effective 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, provides a very successful outcome.

Optimum helps organisations to build internal capabilities for training by equipping identified internal super users with the right delivery skills, tools and role-based process knowledge to ensure effective training delivery.

Super users or subject matter experts (SMEs) usually have the technical knowledge, but often lack the training expertise to teach other users how to learn new processes. They may also have little time outside of their day job to develop the tailored training materials for each role-based course.

This is where our training consultants can draw upon their specialist skills to equip your super users for current and future system implementations and upgrades.

UK not-for-profit leisure group

“Now that our project is live I am happy to say the training programme was very successful because, in just under two weeks before the system went live, we trained over a thousand members of staff all over the UK.”

Mirela Holmes – GLL

Business Systems Training Brochure

Download our brochure to find out more about the training solutions offered by Optimum

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WHITEPAPER A Hybrid Approach Minimises your Training Risk
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WHITEPAPER Why User-Focused Training Works Best
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Benefits of using Optimum

Benefits of Optimum

Designed for you

A bespoke programme developed using your specific build and business processes, delivered by us or you.

Benefits of Optimum

Flexible offering

Flexibility to cherry pick which training modules are developed in-house and which to outsource.

Benefits of Optimum

Fully-prepared staff

A confident, competent workforce, ready for go-live, maximising the return on investment.

Benefits of Optimum

Greater focus

Time for your project team to focus its attention elsewhere during the busy pre-go-live period.

Learn from the world’s most experienced team

Whilst other training providers build training teams with one-off contractors, we have a large group of permanently-employed training consultants, who provide our clients with an expert, flexible service.

meet the team

An unrivalled choice of training methods

We design bespoke training programmes which meet the diverse needs of the different user groups. This means having a variety of supporting materials and delivery methods which engage end users with timely, relevant content so they retain the information.

Here's how we do it

1 Indicative costs

A free initial estimate once your project workstreams & user numbers are shared

Timeline
2 RapidScope®

Scoping exercise to produce a recommended approach for your training phase

3 Materials selection

You select which training materials to outsource to Optimum for production

TimelineTimeline
4 Assign staff

Optimum assigns the relevant training resource(s) to your project

5 Knowledge transfer

Optimum conduct KT sessions with your workstream and system experts

TimelineTimeline
6 Produce materials

Training materials are produced and translated for your different user groups

7 Training delivery

Optimum either prepare your in-house team or deliver your training directly

Timeline
8 Go-live support

Optimum provide floor walking and hypercare support during go-live period

A few more of our client success stories

“We’re very happy with the training provided and will certainly look to use Optimum again in the future.”

 

Helen Belenger Accountancy services manager

“The fact that it is an external authority can give the training extra credibility.”

 

Ian Sibbald Financial controller

“What you’ll get from Optimum will be three things; a professional approach, great customer service and an amazing can-do attitude, and that’s what will get you over the line.”

 

Caroline Gray Training communication manager

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    US +1 877 406 6078