Professional Services training solutions

Professional Services 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 30 different professional services firms, 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 legal case management, practice management, portfolio and audit 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. Fee earners and partners 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.

Partners, fee earners, paralegals

Depending on the hands-on involvement of this audience, the training solution will differ. For client-facing fee earners and partners, little time will be spent using the ERP system, so they would benefit from a short presentation introducing them to their dashboard/KPI reports. For more hands-on users, short classroom modules

could be introduced to address topics such as: creating a client; creating a new matter; an overview of billing and closing a matter. This user community may not relish being taken from their day job and brought in to the classroom, so the training must be relevant and focussed.

Billing teams, accounts operators, billing managers

This audience will require in-depth training in the billing process. For international practices, this should also address multi-currency invoicing. Training for this audience would need to be delivered in the classroom with a high level of hands-on practice and consolidation.

Not only should this audience understand billing processes including rate tables, professional disbursements billing, invoice processing, credit control, managing client balances and debt ledgers but they need to have a solid understanding of the matter inception > management >close process.

Risk partners, risk management
team, compliance officers

Training for this audience is very specific and should be tailored. Hands-on practice of running client checks, producing conflict reports and the business process behind addressing any conflicts should be addressed.

In order to do this, we would recommend short session which can be attended by small audiences to ensure business-as-usual activities are covered in the lead up to go live.

Lead secretaries, administrators, secretaries

This training session should provide not only training in the tasks carried out by a secretary but should also provide an overview of what the fee earner will be required to do. Fee earners vary considerably regarding their system usage, with many of their secretaries completing many of the on-system tasks.

This user community will also need an understanding of billing, records management and conflict management. Classroom training with hands-on consolidation and practice would be recommended for this audience.

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 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

Microsoft Dynamics AX



Oracle NetSuite

Infor CloudSuite ERP


Microsoft Dynamics NAV

Civica Financials

Integra Financials


SAP SuccessFactors

Sitecore CMS

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...

“It was a huge project and the quality of the user training was going to be crucial. It’s not what the system itself can do that makes the difference but how it’s used minute by minute. Outsourcing the training to an external, professional consultancy added credibility to the whole project because we had visibly invested in our staff.”


Neil Morling Group finance director

“Optimum was the only consultancy who specialised in producing ERP training materials and could deliver to the standard we required within the timeframe. They added value by producing consistent, high quality documentation to deadline which we couldn’t have done to the same standard ourselves. I’m really pleased.”


Simon Bray Group director of IS

“This was a complex project. We used our expertise to create a blended suite of learning materials and deliver training to a wide audience of end users, both face-to-face and remotely, in the UK and the Far East.”


Joanne Harrison Optimum sales director

Since 1998, we’ve worked with…

professional service organisations
professional service organisations

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