Creating & Maintaining ERP Training Materials Course

Continuous ERP adoption depends not just on technology, but on clear, accurate, and up-to-date training materials. We support organisations by equipping key users with the skills to create and maintain engaging ERP training content, ensuring colleagues have the resources they need to work confidently and efficiently within the system.

800+

Global Projects
25

Training Consultants
150+

Languages
27

Years’ Experience

OUR OFFERING

Supporting Users with Maintaining ERP Training Materials

Creating and maintaining high-quality ERP training materials is essential to supporting user adoption and ongoing system success. Without a formal approach, ERP training content can quickly become outdated, inconsistent, or difficult for learners to follow, limiting the impact of your ERP investment.

At Optimum, we specialise in designing and developing tailored ERP training materials that clients often need to update following system upgrades or changes in business processes. Our expert-led Creating & Maintaining ERP Training Materials course supports this need, providing delegates with a structured approach to create, refresh, and maintain clear, engaging content that accurately reflects your organisation’s ERP processes.

One of five courses offered as part of our Internal Upskill Training offering, this course equips users with practical techniques for producing content using Optimum-designed templates, covering best practices for documenting procedures, creating step-by-step guides, and leveraging familiar tools such as Microsoft Word, PowerPoint, and Microsoft Teams. Delegates learn how to structure materials for clarity, maintain consistency across multiple documents, and make updates efficiently as processes evolve.

The session is delivered in either a face-to-face or virtual classroom environment, with a high level of delegate participation to reinforce learning and encourage hands-on practice. This ensures attendees leave confident in their ability to create and maintain training materials that support end users throughout the lifecycle of your ERP solution.

Designed for users responsible for ERP training content, this course assumes familiarity with the ERP system and a good working knowledge of standard productivity tools. By investing in Optimum’s expertise, organisations can ensure their training materials remain relevant, accessible, and effective, maximising user adoption and long-term ERP success.

WHAT'S COVERED?

Course Content

Below is an overview of the topics covered within this one-day course.

Types of supporting materials: Reference guides; Quick cards.

What is a reference guide and what does it look like?; page structure (screen illustrations, explanation, instructions, notes, info and warnings); using images and canvases; phased triangles and highlights; borders; line and paragraph spacing; inserting a cross reference and table of content; buttons, fields, menu paths and what to bold; sentence structure and tense; how to write in the second person; tips and tricks when using Microsoft Word to speed up the production of a reference guide.

What is a quick card and what does it look like?; How does a quick card differ from a user guide; quick card page structure (illustrations, text boxes, triangles, instructions and notes); using guide lines for accurately placing items; headers, footers and page counts; spacing and gaps; using images, highlights and phase triangles; fields and instructions; how to write in the second person; tips and tricks when using Microsoft PowerPoint to speed up the production of a quick card.

What is a lesson plan and what does it look like?; page structure (activities; trainer notes, explanation, instructions, field tables); how to use tables; tips and tricks when using Microsoft Word to speed up the production of a lesson plan.

Producing a presentation slide deck; using the slide masters for common elements; the presentation layout (template) and sentence structure (concise/short).

The importance and purpose of consolidation exercises; exercise formats; how exercises and presentation slide decks link to a lesson plan. Using Microsoft Word, PowerPoint or Forms.

Need to upskill your key users in maintaining your ERP training materials? Let’s talk!Contact Us