Financial Services ERP Training

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

Tailored financial services ERP user adoption programmes

As experts in Oracle ERP Finance module training, we understand the unique challenges facing financial institutions. Our specialised training programmes are designed to meet the demanding needs of modern financial services organisations, ensuring seamless system adoption and operational excellence.

Having supported some of the largest financial services organisations in the world, 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, client, wealth and portfolio management, core banking and insurance.

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.

Change Management We help organisations manage the people part of digital transformation via various ERP change management initiatives.

Project Team Training Optimum offer a series of generic key user training courses, supporting implementation project teams working with various ERP systems.

Training Plan Our ERP training planning exercise will scope the entire end-user training phase, covering the who, what, why and when.

Developing Training Materials We develop bespoke training deliverables for any ERP application, from traditional printed handouts to digital eLearning.

Internal Upskill Training Optimum help organisations build internal training capability by equipping your super users with the skills, tools and role-based process knowledge.

Training Delivery Where organisations need support with ERP training delivery, our experience consultants can support via three different delivery formats.

Post Go-Live Support When the end user training phase is complete and the system is live, we can continue to support organisations with hypercare and floor-walking.

Partnering with Cambridge Building Society, a UK financial institution

“I would definitely recommend Optimum to other suppliers, they took an extremely professional approach and also, were very flexible when we needed them to be.”

Michael Stead, Customer Experience 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.

Dynamics 365 Microsoft Dynamics 365, AX and CRM

SAP S/4HANA SAP S/4HANA, ECC ERP and SAP PLM

Oracle Cloud ERP Oracle ERP Cloud, Fusion ERP and PLM

Infor ERP Infor CloudSuite, M3, LN and Infor SyteLine

Typical financial services audiences we support

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

Training for these audiences should be short (no longer than 0.5 day) with the option to attend follow-up surgeries/workshops should they wish.

The training should sell the advantages of the ERP solution and not be seen as a tool to hinder the service of financial planning/advice.

Roles include Financial Planners, Financial Analysts, Financial Advisors etc.

This audience will often have light-touch requirements and will have a need for the general functionality across all employees such as requesting leave, entering expenses and raising purchase requisitions. eLearning would be useful for this audience.

Their ERP requirement will be specialised and focus on interrogating transactional data to ensure all tax regulatory submissions can be made. For some tax teams, this is provided in the form of reference material only.

Roles include Tax Advisors, Tax Managers, Tax Accountancy Trainees etc.

Training for any advisory role must be short and focussed. It should provide a high-level overview of entire processes so the delegate understands the different roles/departments involved.

A blended style of learning will suit these audiences, providing them with classroom, eLearning and live sessions online.

Roles include Mortgage Advisors, Mortgage Administrators, Product Research Assistants etc.

Training for this group should be modular and enable the learner to complete this at their convenience rather than locking them in to a scheduled classroom training session.

This could be in the form of eLearning or self-teach materials.

Roles include Pension Consultants, Pension Administrators, Pension Trainees 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 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.