Construction ERP System Training

We partner with construction organisations to provide customised ERP training and change solutions.

Tailored construction ERP user adoption programmes

Having supported over 25 different construction businesses, Optimum has the experience to provide you with an unparalleled end-user training programme for any ERP system. This includes all ERP applications, covering workstreams such as finance, HR/payroll, customer services, planning, service and commercial.

Your end-user training programme must be targeted so the right content is being trained to the right audiences. This fast-moving sector where the end users are both customer facing and office based brings with it a unique set of challenges when training.

Firstly, there is typically significant differences in the level of user ability. Secondly, depending on how old the existing processes have been in place, there will be resistance to change. Finally, the timing of the training must be flexible and not hinder business in any way.

Partnering with McCarthy & Stone, a leading UK property builder

“We chose Optimum because of their previous experience of Unit4 ERP, their collaborative approach and their flexibility.”

Terry Gardener, Unit4 Training Manager

Construction ERP systems we regularly support

We can train on any business system, whether it’s off-the-shelf, a customised equivalent or an ERP system built specifically for your business. Here is a selection of systems on which we regularly support.

Typical construction audiences we support

As with any industry it’s important to select an ERP training consultancy who are experienced in working with construction user groups. Having partnered with numerous construction firms across the globe, we’re perfectly placed to do this. Here are a few of the user groups we typically support during construction projects.

The buyers will procure goods/services for materials and machinery. This group must be proficient in raising requisitions and the authorisation process so as to support Commercial. Training for this group can be blended and include eLearning and quick card cheat sheets.

The Commercial managers would need an intense classroom session addressing processes including subcontracting managing variations and extras, tools to manage supplier relationships as well as overseeing any regional/national agreements. Training should not be delivered during milestones or billing periods.

Roles include Commercial Buyers, Commercial Managers, Surveyors etc.

It is sometimes better to train site and contract managers off-site to avoid interruptions/distractions. This keeps them focussed and means the training can be concentrated and delivered over a shorter duration.

The Site Admin teams (depending on their usage level) can have a blended approach with a combination of online learning, reference aides and classroom sessions.

Roles include Site Managers, Contract Managers, Site Administrators etc.

This user community is one of the most important – providing support to Commercial and Construction streams. These users can carry out most functionality used by their Commercial/Construction colleagues and typically are the heaviest users of the system. They could also manage the time recording for all workers on a job ensuring accurate billing.

The training for this audience must be classroom so they have the opportunity to practice using the new solution as well as understand the new business processes which underpin the new functionality they are being taught.

Roles include Construction Administrators, Timekeepers, Administrators etc.

These users will be based on the customer’s site so ideally the training should be delivered on site to ensure business-as-usual activities are covered.

The onsite workers will typically be processing job requests through tablets and consuming materials so their training will be very light touch and could be delivered at the start or end of a shift.

Roles include Data Centre Managers, Estates Managers, Onsite Workers etc.

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.

Roles include Management Accountants, Finance Assistants, Treasurers etc.

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.

Roles include HR Administrators, HR Business Partners, Line Managers

We’re ready to support your Construction ERP project!

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