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Education ERP System Training
We partner with educational organisations to provide customised ERP training and change solutions.
Tailored education ERP user adoption programmes
Having supported 60 different educational institutions, Optimum has the experience to provide you with an unparalleled end-user training programme for any business system. This includes all ERP systems, covering workstreams such as finance, HR/payroll, customer services, student services, planning and research.
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.
Our ERP training solutions
We partner with businesses implementing or upgrading an ERP system, designing, developing and delivering customised training programmes for their workforce. Regardless of your industry or the application selected, Optimum can support your project from system selection to post go-live.
Partnering with Cranfield University, a leading global university
“Using a professional training consultancy adds value because new users aren’t being told by their peer group, or a finance person, or even someone within the university, how best to use the system. The fact that it is an external authority can give the training extra credibility.”
Education ERP systems we regularly support
We can train on any ERP 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 education audiences we support
As with any industry it’s important to select an ERP training consultancy who are experienced in working with education user groups. Having partnered with numerous educational institutions across the globe, we’re perfectly placed to do this. Here are a few of the user groups we typically support during education projects.
Whether in receipt of research or industry-specific grants, the key individuals who make up the Research team have very specific needs from their ERP solution. The training programme must be based around their stage/gateway processes ensuring all are trained from initiation to the project going live.
Principal investigators and approvers will have different training requirements to that of project administrators and technicians. Role-based training ensures only relevant content is trained, optimising the time research personnel spend in the classroom. Other training mediums include eLearning.
Roles include Principal Investigators, Assistants, Technicians etc.
Principal investigators and approvers will have different training requirements to that of project administrators and technicians. Role-based training ensures only relevant content is trained, optimising the time research personnel spend in the classroom. Other training mediums include eLearning.
Roles include Principal Investigators, Assistants, Technicians etc.
Typically, the student user community will be light-touch users of an ERP solution and the training programme for this audience needs to suit their schedules.
Due to their timetables, scheduling training for this audience can be difficult so their training solution should be just-in-time sessions they can take at their convenience. Drop-in clinics work well for this user community too.
Roles include Students, Postgraduate Students, Part-time Students etc.
Due to their timetables, scheduling training for this audience can be difficult so their training solution should be just-in-time sessions they can take at their convenience. Drop-in clinics work well for this user community too.
Roles include Students, Postgraduate Students, Part-time Students etc.
One of the core departments in any Education body is its administrative team. Dealing with day-to-day operations, including student payments/accommodation/international students, as well as supporting the academic departments, they must be competent in the use of their ERP solution.
Training this audience at the right time is critical to ensure they are ready at go live.
Roles include Department Assistants, Department Managers, Administrators etc.
Training this audience at the right time is critical to ensure they are ready at go live.
Roles include Department Assistants, Department Managers, Administrators etc.
Introducing an online recruitment solution enhances the experience of all players including the candidates, students, recruiting managers, panel members and HR administrators. The training programme should generate a positive experience as many legacy processes are paper-based leading to significant change.
Underpinning the training process should be an overview of the recruitment process from start to finish. Your training solution should provide scenario-driven walkthroughs and activities for heavy transactional users as well as short presentations/eLearning to support decision makers/authorisers.
Roles include Recruiting Managers, Interview Panelists, Candidates etc.
Underpinning the training process should be an overview of the recruitment process from start to finish. Your training solution should provide scenario-driven walkthroughs and activities for heavy transactional users as well as short presentations/eLearning to support decision makers/authorisers.
Roles include Recruiting Managers, Interview Panelists, Candidates 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 Zoom/Teams can be delivered in shorter durations.
Roles include Management Accountants, Cashiers, Treasurers etc.
Classroom training is popular with these audiences, however, if the audiences are overseas, modular delivery across Zoom/Teams can be delivered in shorter durations.
Roles include Management Accountants, Cashiers, 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 etc.
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 etc.
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