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, provides 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.

Pre-implementation courses for S/4HANA Finance workstreams.

This modular course provides a generic overview of SAP S/4HANA, including an introduction and navigation, as well as introducing the user to key business areas and processes. This demonstration-only taster course is designed for delegates who are new to SAP S/4HANA. Modules can be tailored or removed to suit particular audiences.

In order to provoke meaningful discussion, delegates should have an understanding of the business processes used within their organisation and the broad goals of the implementation of SAP S/4HANA. Although there are no IT pre-requisites for the course, delegates should have a basic knowledge of Windows techniques.

Following the completion of all modules you will be able to:

• Understand the components of SAP S/4HANA relevant to your business and explain how they interact
• Engage in conversation with your implementation partner more knowledgeable about the product and its capabilities
• Explain the basic configuration necessary for each module
• Have an understanding of how key business processes are conducted in SAP S/4HANA

Modules include:

Module 1 – Introduction and Navigation: (0.25 day)
Accessing and using the Fiori launchpad; navigating within SAP S/4HANA; filtering forms; understanding key hierarchies and elements such as chart of accounts, company code, purchasing organizations, etc.

Module 2 – Fixed Assets: (0.25 day)
Creating fixed assets; acquiring assets; retiring assets through scrapping; depreciating assets.

Module 3 – Bank: (0.5 day)
Managing bank account master data; understanding accounts payable bank integration and cash positions; understanding memo records; running cash reports.

Module 4 – Order to Cash: (0.5 day)
Creating a sales order; processing sales orders; invoicing customers; managing invoices; managing incoming payments.

Module 5 – Purchase to Pay: (0.5 day)
Creating a purchase requisition; processing purchase orders; managing supplier invoices; managing outgoing payments; invoice management reporting.

Module 6 – Record to Report: (0.5 day)
Posting and uploading general journal entries; managing recurring journal entries; displaying document flow and general ledger account balances; trial balance and financial statements.

S/4HANA Finance courses specifically designed for UAT users.

This modular course is aimed at users who will be involved in the UAT of their organisation’s new S/4HANA ERP solution. Typically, these users are selected from the business due to their knowledge of the existing/new processes to be implemented, however, they may not be familiar with S/4HANA. Without this familiarity, progress can be slow during UAT.

The course is designed to teach the user how to access and navigate S/4HANA, teach them how to carry out testing including how to navigate a test script, how to log results, and provide an overview of the testing process.

Each business area/module contains an introduction to the typical business processes along with typical apps, screens and document transactions generated. This includes demonstrations and walkthroughs during the session. This provides the audiences with the confidence to carry out testing in the different S/4HANA business areas.

To ensure the master data and document transactions will be meaningful to the audience, preparation time on the client’s S/4HANA build will be required by the Optimum consultant who will deliver the training. The preparation time is determined by the number of business areas (modules) to be included in the training.

Although there are no IT pre-requisites for the course, delegates should have a basic knowledge of Windows techniques. An understanding of the business area(s) they will be testing will be advantageous.

Following the completion of all modules you will be able to:

• Understand the UAT process and your role within it
• Understand the components of SAP S/4HANA relevant to your business and explain how they interact
• Be able to converse with members of the project team when describing S/4HANA performance and the outcome of test scripts
• Have an understanding of how key business processes are conducted in SAP S/4HANA

Modules include:

Module 1 – Your role as a tester: (0.25 day)
* Testing overview: purpose and aims of UAT and the UAT schedule
* Scripts: how to access UAT test scripts, how to interpret/navigate a script, and how to execute a test script
* Results: how to log test results and how to capture/report errors

Module 2 – Introduction and Navigation: (0.25 day)
Accessing and using the Fiori launchpad; navigating within SAP; customising the Launchpad; filtering forms; understanding key hierarchies and elements such as chart of accounts, company code, purchasing organizations, etc.

Module 3 – Fixed Assets: (0.5 day)
Creating and managing fixed assets; acquiring assets; retiring assets through scrapping or selling to a customer; depreciating assets; intercompany asset transfer.

Module 4 – Bank: (1 day)
Creating and managing bank account master data; understanding accounts payable bank integration and cash positions; understanding memo records; running cash reports; inputting bank statements; cash journals; bank transfers; situation monitoring.

Module 5 – Order to Cash: (1 day)
Managing customer master data; creating and managing sales quotations; creating a sales order; processing sales orders; invoicing customers; invoice reporting and management; managing incoming payments.

Module 6 – Purchase to Pay: (1 day)
Managing supplier master data; creating a purchase requisition; processing purchase orders; managing supplier invoices; managing outgoing payments; invoice management reporting.

Module 7 – Record to Report: (1 day)
Managing the chart of accounts and account master data; managing profit centers; posting and uploading general journal entries; managing recurring journal entries; clearing general ledger accounts; foreign currency exchange rate management and valuation; displaying document flow and general ledger account balances; trial balance and financial statements; planning and managing financial close tasks.