Advertising & Media training solutions

Advertising & Media training solutions

Your end users deserve job-specific training solutions which will help them achieve the maximum benefit from the new system.


Having supported various global advertising and media businesses, Optimum has the experience to provide you with an unparalleled end-user training programme for any business system. These include finance, HR/payroll, CRM and business-wide ERP systems, as well as industry-specific advertising management and media management (MMS) systems.

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.

Tailored role-based training for your users

Your end-user training programme must be targeted so the right content is being trained to the right audiences. This sector is reacting to the rise of digital advertising online, providing innovative and smart solutions for their clients. Likewise, their system and training solution must match this ethos as well as providing value for money. Some typical audiences and challenges are captured in the workstreams below.

Marketing executives, customer services, new business teams

This audience need to be proficient in the marketing and CRM function provided by their system solution. Training for these audiences should be underpinned by the typical journey for a lead becoming a prospect, opportunity and then customer. Marketing campaigns should be realistic and engage with the learner to reflect what their needs will be when they go live.

Classroom sessions would typically be delivered to these types of users addressing all areas including the involvement of other areas of the business such as advertising, market research, production, sales and distribution.

Procurement teams, contract managers, purchasing executives

This audience will need their training in shorter modules so they are not taken out of the business for long periods. Providing 0.5 day modules will ensure continuity of the Purchasing function.

Purchasing is typically one area of a business which changes significantly with the introduction of an ERP solution so super user courses for local champions would provide support across the business.

Designers, content writers, advertising installers

The Advertising installers will require training on how to pick up and process jobs on their hand-held device and possibly order parts. To ensure maximum learning, real examples of jobs should be used to make it relevant. This training should be short so could be delivered at the start or end of a shift.

Designers and content writers could receive relatively light touch training using generic functionality such as inputting expenses, raising requisitions and requesting leave. These can be addressed using online learning.

Regional managers, account managers, sales executives

Training for these audiences must factor in the roles carried out by the Sales and Account teams. Providing short and focussed modules with online learning for any forms/procedural content means this user community can control when their learning takes place rather than expecting them to attend a classroom session.

If Q&A needs to be included in a learning event, live sessions can be delivered so the audience can dial in/Skype to participate.

Management accountants, finance assistants, treasurers

Timing for the training of finance users is paramount and cannot disrupt their end of month/quarter commitments. Your training programme should train on a build which will be familiar to the audience when they go live, introducing walkthroughs using your COA, approval hierarchy and data.

Classroom training is popular with these audiences, however, if the audiences are overseas, modular delivery across WebEx/Skype can be delivered in shorter durations.

HR administrators, HR business partners, line managers

HR works closely with the departmental administrators as well as recruitment. Their core system users are normally the HR administrators who will require hands-on training so they are competent for go live.

Users such as HR business partners and line manager approvers will not require classroom training but a short session on the core benefits, their role in the process and the functionality they are required to use.

Industry systems we have worked with

Microsoft Dynamics 365

Microsoft Dynamics AX

Oracle NetSuite


Unit4 ERP

Civica Financials



SAP SuccessFactors

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.

A few comments from our clients...

“User training requires a very specialised skill set and we couldn’t have done it to such a high level internally. The fact that Optimum are professional trainers gave the whole project added credibility and the training exceeded our expectations.”


Tony Risino Director of finance shared service centre

“The differentiator was Optimum’s flexibility and their collaborative approach. They were very open and willing to work together to find ways to provide what we wanted while keeping costs down.”


John Crook International finance systems manager

“There’s no doubt that we couldn’t have done it without Optimum. Everything that they came up with was very high quality, and the feedback from users on the courses and materials was outstanding.”


Ian Wright Project training manager

Since 1998, we’ve worked with…

advertising or media organisations
advertising or media organisations

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