Engineering & Manufacturing training solutions

Engineering & Manufacturing training solutions

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


Having supported over 40 different engineering/manufacturing 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 structural engineering, transportation engineering, inventory control, material requirements planning (MRP) and manufacturing execution (MES) 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. The user community is diverse across a manufacturing business. Although their usage and touch-points will be different, it is imperative that the entire training solution is cross-work stream linked. This means users must be educated in an entire process so they understand that their actions (or lack of them) will impact another user in another part of the business. Some typical audiences and challenges are captured in the workstreams below.

Product managers, product designers, production engineers

Classroom sessions should be delivered to these audiences with slightly different content based on their role. Walkthroughs should take the learner through the production creation/maintenance process and then provide the audience with challenging consolidation activities.

Training the entire process is critical so if any third-party systems are used then these should be addressed too.

Customer services, domestic managers, export managers

These user groups are typically heavy users of the ERP solution and have strong cross-over activities with Production and Distribution. Their training will include rebates, sales order processing, invoicing/billing and credits.

Classroom training should be provided to this audience to provide them with the opportunity to practice tasks which they must be competent with in readiness for go live.

Factory operators, planners, tools engineers

Factory operators (depending on the ERP solution) will have limited exposure to the system with access through handhelds, touch screens or customised portals. It is beneficial to simulate the factory environment so as to make the training delivered task-focussed.

Planners and tools engineers might benefit from more structured training in the classroom but this would depend on the content.

Inventory controllers, packing operators, logistics managers

Optimum has delivered training programmes in mocked up warehouses to simulate the different locations such as quarantine, goods in, goods out, and so on. This ensures the training delivered is an exact replica of what the audience will be doing when the ERP solution goes live.

Training sessions should be short so the user is not taken out of the business for long periods of time.

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


Oracle JD Edwards

IFS Applications

Epicor ERP

Microsoft Dynamics AX

Infor CloudSuite ERP


Microsoft Dynamics NAV

Oracle Cloud ERP

Infor M3 ERP

Oracle NetSuite





MHR iTrent

SAP SuccessFactors

Sitecore CMS

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...

“The Optimum team responded quickly to meet tight timescales. Training the everyday users how to work with the new system is fundamental to the successful achievement of our business transformation objectives.”


Carly Baker Business change team leader

“It didn’t matter what we asked, we got clear answers and solutions very fast. Optimum’s team is extremely skilled and the lead consultant’s contribution and dedication to the project was outstanding.”


Mikkel Lysgaard Manufacturing AX project manager

“Our super users have been impressed with the quality of the Skill the Trainer sessions. They now feel better equipped and more confident to deliver the training themselves.”


Roy Ames L&D manager

Since 1998, we’ve worked with…

engineering or manufacturing organisations
engineering or manufacturing organisations

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