Public Services training solutions

Public 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 overly 90 different public service bodies, 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 patient case management, environmental management (EMS) and utilities/waste 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. It is important that the training programme addresses both the ERP functionality and business processes the end users are required to adopt. Teaching one without the other will lead user groups to make assumptions and decisions as to the business process. Typical audiences and challenges are captured in the workstreams below.

Managers, employees, contractors

This broad user group covers most departments across public services. Typical workflowed requests for the employee and possibly contractor could include: Requesting materials and services; requesting leave and entering expenses. The manager’s Self Service solution would enable them to authorise the workflowed requests.

As these audiences are high in number, eLearning would be a good way to train this audience. Involving nominated super users in User Acceptance Testing would also be beneficial.

Local finance teams, administrators, department heads

Some schools are responsible for processing their own supplier invoices with other AP/AR functions devolved to the schools. The challenge with training the school user community is that typically, there are only a few users in each school scattered around the area and it would not be cost effective to provide face-to-face training to all of them.

One solution is to nominate school champions who are trained together and are then responsible for cascading the training to schools in their area.

Payments officers, trainee cashiers, credit controllers

Training for this group should be delivered in multiple sessions so the entire team is not taken out of the workplace. Ideally, training would be delivered outside the core hours when not supporting customers.

This will mean no distractions for the audience who will be able to concentrate on learning the new system and accompanying business processes.

Planning officers, planning assistants, regeneration officers

Planning teams will spend a majority of their time on site as well as reviewing plans and applications. Their use of the ERP solution will be light touch and involve the submission of expenses, possibly timesheets and managing their personal data online.

This audience will be difficult to entice into the classroom, so for these light-touch topics, Optimum recommend eLearning and supporting quick cards.

Management accountants, finance assistants, financial controllers

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

Advanced ERP

Unit4 ERP



Oracle Cloud ERP

Infor CloudSuite ERP


Civica Financials

Integra Financials


MHR iTrent

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...

“I would like to say that the feedback on course content, the delivery and the Optimum Training Consultant have all been good or excellent. We are very happy with the training provided and will look to use Optimum again in the future.”


Helen Belenger Accountancy services manager

“This was a major undertaking in a very short timescale – a ‘big ask’ for everyone involved and we pulled it off! The trainers were very adaptable and able to think on their feet to deal with the number of course variants to be taken on board.”


Mac Pugh Head of IT

“Optimum added a lot of value. They gave us some excellent advice and guidance at the beginning and the users rated them very highly on the content and quality of the training.”


Adrian Powell Project manager

Since 1998, we’ve worked with…

public service organisations
public service organisations

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