Education training solutions

Education training solutions

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


Having supported 60 different educational institutions, 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 student record and research management 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. Academics may have very little time for IT training so their training solution must be targeted and appropriate to their needs. Typical audiences and challenges are captured in the workstreams below.

Principal investigators, assistants, technicians

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.

Students, postgraduate students, senior students

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.

Department assistants, department managers, administrators

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.

Recruiting managers, interview panelists, candidates

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.

Management accountants, cashiers, 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

Unit4 ERP

D365 Customer Service



Dynamics 365 for Sales

Oracle NetSuite

Oracle Cloud ERP

Advanced ERP

Civica Financials


MHR iTrent


Oracle HCM Cloud

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...

“We now have access to good materials that are a basis for ensuring that users have the necessary knowledge to undertake their work. We would definitely use Optimum for our training support requirements in the future.”


Lester Woollard Finance systems manager

“I would wholeheartedly recommend Optimum and would have no qualms about using them again for another Agresso upgrade. The trainers were excellent. They delivered the courses very well and we had positive feedback from the end users.”


Donna O’Brien Finance project manager

“Using a professional training company 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.”


Ian Sibbald Financial controller

Since 1998, we’ve worked with…

educational institutions
educational institutions

    Send your enquiry below!

    Tell us about your next project…

    Join our mailing list and get all the latest Optimum news direct to your inbox

    I consent to join the mailing list and have Optimum collect my name and email address.
    Read our Privacy Policy to see how we protect and manage your data

    Prefer to talk to someone?

    Give us a call and lets chat…

    UK/EU +44 207 234 0380
    US +1 877 406 6078