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Retail ERP System Training
We partner with retail organisations to provide customised ERP training and change solutions.
Tailored retail ERP user adoption programmes
Having supported nearly 40 different retailers, Optimum has the experience to provide you with an unparalleled end-user training programme for any ERP system. This includes all ERP systems, covering workstreams such as finance, HR/payroll, customer services, POS, inventory management, retail manufacturing, customer loyalty and ecommerce.
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, as many of the users are customer facing, 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.
Partnering with Dr. Martens, the global footwear brand
“As a project manager I would absolutely recommend Optimum as a training partner. They have fully-trained professionals who do commit and ultimately, go the extra mile.”
Retail 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.
Typical retail audiences we support
As with any industry it’s important to select an ERP training consultancy who are experienced in working with retail user groups. Having partnered with over 50 retailers across the globe, we’re perfectly placed to do this. Here are a few of the user groups we typically support during retail projects.
Training for stores staff is ideally delivered in the store. Depending on the number of stores, Optimum would recommend training internal resources so as to cascade the training and keep the training programme inhouse.
Alternatively, a mock-up of a store(s) could be used to deliver role-based training simulating real-life customer interactions/transactions.
Roles include Store Managers, Assistants, Replenishment Managers etc.
Alternatively, a mock-up of a store(s) could be used to deliver role-based training simulating real-life customer interactions/transactions.
Roles include Store Managers, Assistants, Replenishment Managers etc.
Considerations should be given to shift patterns for some user groups. Training for operatives is better received in the workplace rather than a classroom setting. Short modules on tasks such as goods in, transfers, stock counting, pick-pack-dispatch, and so on could be included with coloured quick cards (cheat sheets) on each of the processes.
Team leaders and mangers could benefit from classroom training depending on their level of system usage.
Roles include Operators, Team Leaders, Despatch Managers etc.
Team leaders and mangers could benefit from classroom training depending on their level of system usage.
Roles include Operators, Team Leaders, Despatch Managers etc.
Although part of the same workstream, the roles and ERP tasks carried out by these user groups are different but intrinsically linked.
It is important that each user group is trained to understand all roles within the merchandising and buying workstream.
Roles include Merchandisers, Buyers, Stock Managers etc.
It is important that each user group is trained to understand all roles within the merchandising and buying workstream.
Roles include Merchandisers, Buyers, Stock Managers etc.
It is key that the training programme for both sales and marketing is interlinked. Sales need to understand the offering across all channels as well as understand how the Customer Service team will service their customers.
Training for these audiences will be varied, possibly involving short presentations for field-based sales teams and hands-on classroom session for users of the core functionality such as the Marketing team.
Roles include Field Sales, Sales Managers, Marketing Teams etc.
Training for these audiences will be varied, possibly involving short presentations for field-based sales teams and hands-on classroom session for users of the core functionality such as the Marketing team.
Roles include Field Sales, Sales Managers, Marketing Teams etc.
Timing for the training of a Customer Services team is paramount as they need to be proficient from day one as well as carrying out their BAU role. This can be done in a blended way, providing them with real customer scenarios, therefore simulating what they will be expected to do from go live.
Training should consist of walkthroughs using your customers, products and inhouse processes.
Roles include Customer Managers, Customer Assistants, Refunds Managers etc.
Training should consist of walkthroughs using your customers, products and inhouse processes.
Roles include Customer Managers, Customer Assistants, Refunds Managers etc.
Training for these audiences should involve hands-on classroom consolidation activities which are business aligned. If the finance team is small, their involvement in UAT could mean only reference material is required.
Timing for the training of finance users is paramount and cannot disrupt their end of month/quarter commitments.
Roles include Accounts Payable Clerks, Accounts Receiveable Clerks, Finance Managers etc.
Timing for the training of finance users is paramount and cannot disrupt their end of month/quarter commitments.
Roles include Accounts Payable Clerks, Accounts Receiveable Clerks, Finance Managers etc.
We’re ready to support your Retail ERP project!
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