Financial Services training solutions
Your end users deserve job-specific training solutions which will help them achieve the maximum benefit from the new system.
A bespoke programme developed using your specific build and business processes, delivered by us or you.
Flexibility to cherry pick which training modules are developed in-house and which to outsource.
A confident, competent workforce, ready for go-live, maximising the return on investment.
Time for your project team to focus its attention elsewhere during the busy pre-go-live period.
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.
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.
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.
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.
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 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.
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.
“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 which for us was really important.”
Michael Stead Customer experience manager
“The advantages of working with a specialist training consultancy in creating the eLearning were that they challenged our approach at times and made us think about our user training earlier in the project.”
Stephen Robinson Project manager
“Optimum knew the system so well they were able to develop a structured programme, tailored to our precise needs, within a few days. Feedback from the users on the quality and usefulness of the training was very good.”
Tom Lynch Divisional director of finance
|financial services organisations|