• UK +44 (0)20 7234 0380   US +1 877 406 6078

End-user training for your case management system project

We have perfected our training methodology for over 20 years - making Optimum's bespoke offering the obvious choice.

Our end-user training programmes have supported business system implementations and upgrades across the world.

This role-based, tailored offering is available for any case management system, within any industry.

500+ Clients trained globally500+Clients trained globally

Delivery Methods10Development & delivery methods available

94% Delivery satisfaction rating94%Delivery satisfaction rating

400,000+ End-users trained since 1998500,000+End-users trained since 1998

  • Trusted By:

Our solutions

Any case management system is only as good as its users, so prepare for your go live with a tailored, role-based training programme for your staff.

We provide flexible, tailored and cost effective end-user training solutions.

Implementing or upgrading a case management business system, whether it’s in the legal, healthcare, or any other sector, will have a big impact on your organisation. Unless you make sure that your users know how to use the solution in the most effective way, you won’t achieve full return on your investment.

Optimum are experts in creating bespoke end-user training programmes for the implementation or upgrade of any type of case management system, as well as business-as-usual (BAU) refresher training solutions.

We not only understand the way the system works but also how to best train your staff. By using a mixture of tools and methods, Optimum’s training consultants have the relevant expertise to help ensure your workforce adopt the new software and any changing business processes.

Our training consultants are experienced in developing customised, client-branded, collaborative learning solutions for businesses within any industry. We develop training programmes for users of case management systems that reflect their way of working, incorporating the individual business processes and workflows for each role group.

Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure that your organisation achieves full value across the lifetime of the system, as users engage with the system and adopt the new processes.

We offer a range of training services to support the whole lifecycle of the end-user training phase, ensuring your project team can focus on the core project at a crucial stage. Every project is different and so our approach is unique to you. We can either provide a fully-managed training solution or fill the skills gap in your internal team.


Training solutions include:

  • Training needs analysis (TNA)
  • RapidScope® of the training programmes
  • Development of bespoke deliverables including reference guides, quick cards, trainer packs and three different eLearning options
  • Assistance with with Skill the Trainer and Go-Live Support
  • Delivery in the form of classroom, presentation, eLearning and various online solutions
  • Localisation and translation services for global rollouts

We can support our clients in building internal training capabilities.

Many organisations plan to manage the end-user training programme using internal resources, as this is often seen as the most cost-effective way to train staff. However, this can be a high-risk and costly option if it is not planned correctly.

Using a combination of internal super users and a specialist training consultancy such as Optimum, can provide a very successful outcome.

Optimum helps organisations to build internal capabilities for training by equipping identified internal super users with the right delivery skills, tools and role-based process knowledge to ensure effective training delivery.

Super users or subject matter experts (SMEs) usually have the technical knowledge, but often lack the training expertise to teach other users how to learn new processes. They may also have little time outside of their day job to develop the tailored training materials for each role-based course.

This is where our training consultants can draw upon their specialist skills to equip your super users for current and future system implementations and upgrades.

Leading UK building society

“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

Business Systems Training Brochure

Download our brochure to find out more about the training solutions offered by Optimum

download pdf

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.

Learn from the world’s most experienced team

Whilst other training providers build training teams with one-off contractors, we have a large group of permanently-employed training consultants, who provide our clients with an expert, flexible service.

meet the team

Here's how we do it

1 Indicative costs

A free initial estimate once your project workstreams & user numbers are shared

Timeline
2 RapidScope®

Scoping exercise to produce a recommended approach for your training phase

3 Materials selection

You select which training materials to outsource to Optimum for production

TimelineTimeline
4 Assign staff

Optimum assigns the relevant training resource(s) to your project

5 Knowledge transfer

Optimum conduct KT sessions with your workstream and system experts

TimelineTimeline
6 Produce materials

Training materials are produced and translated for your different user groups

7 Training delivery

Optimum either prepare your in-house team or deliver your training directly

Timeline
8 Go-live support

Optimum provide floor walking and hypercare support during go-live period

A few more of our client success stories

“This was a major undertaking in a very short timescale – a “big ask” for everyone involved and we pulled it off!”

 

Mac Pugh Head of IT

“Optimum’s training staff spent time with the systems team to see how the processes work within our organisation and what specific requirements we had.”

 

Adam Davies Agresso Systems Administrator

“Using Optimum was a very positive experience. They showed great professionalism and we had really good feedback.”

 

Tim Reardon Assistant Director of Finance

Tell us about your project

Join our mailing list and get all the latest Optimum news direct to your inbox
Yes

I consent to join the mailing list and have Optimum collect my name and email address.
Read our Privacy Policy to see how we protect and manage your data