We are the world leader in Unit4 ERP end-user training

Having perfected our ERP training methodology for over 25 years, Optimum's bespoke offering really is the obvious choice.

We specialise in providing Unit4 ERP end-user training for businesses around the world.

Our role-based, tailored offering has been successfully deployed on over 350 Unit4 ERP projects since 1998.

500+ Clients trained globally400+Unit4 ERP clients trained globally

Delivery Methods10Development & delivery methods available

500+ Clients trained globally94%Delivery satisfaction rating

500+ Clients trained globally500,000+End users trained since 1998

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Our solutions

Unit4 ERP is a leading ERP solution within the Education, Not-for-Profit, Public Services, Professional Services and Construction industries. However, any 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.

Changing or upgrading an ERP system such as Unit4 ERP will have a big impact on your organisation. Unless you make sure that your users know how to use the application in the most effective way, you won’t achieve full return on your investment.

Optimum is an expert in end-user training for the implementation and upgrades of Unit4 ERP (previously known as Unit4 Agresso and Unit4 Business World), 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 organisations with workstreams such as Financials, HR, Projects, Procurement and Research.

We develop training programmes for users of Unit4 ERP 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 Unit4 ERP 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® – scoping your training requirements
  • Development of bespoke deliverables including reference guides, quick cards, trainer packs and three different eLearning options
  • Assistance 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 their Unit4 ERP 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 Unit4 ERP 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.

Unit4 ERP reporting courses.

As part of our comprehensive range of business as usual solutions, Optimum also offers a number of tailored reporting courses to enable you to consolidate your skills in Unit4 ERP systems.

Our training consultants can develop training sessions utilising your system build and therefore your data. The courses available are:

Excelerator Basics – 2 day
This course is designed for Unit4 ERP users who want to use Excelerator. Starting with the basics of an Excelerator report, participants will learn a range of commands and techniques to maximise their reporting capability.

Excelerator Advanced – 1 day
This course is designed for advanced Unit4 ERP users who want to create server-based Excelerator reports. Starting with an introduction to the mechanics of server-based reporting, participants will learn how to convert Excelerator reports into server-based reports, including report-splitting and emailing.

Balance Tables – 1 day
This course is designed for advanced Unit4 ERP users who want to create server-based Excelerator reports. Starting with an introduction to the mechanics of server-based reporting, participants will learn how to convert Excelerator reports into server-based reports, including report-splitting and e-mailing.

Enquiry, Browser & Analyser – 1 day
This course is designed for Unit4 ERP users who need to extract information from anywhere within the system. Starting with a Simple Enquiry, participants will explore the reporting functionality provided by the Unit4 ERP Browser.

Pre-implementation Unit4 ERP key user courses.

Optimum has developed a suite of key user courses for Unit4 ERP. These courses are aimed at people who will be involved in implementing Unit4 ERP (previously referred to as Unit4 Agresso and Unit4 Business World) and want to get some hands-on experience and understanding of the system.

The course will aim to give an overview of the system, key concepts and terminology, and key screens using a generic Unit4 ERP build.

The course will not advise or discuss how best to implement Unit4 ERP for any specific organisation, but will rather give delegates enough understanding of the system in order to most effectively engage in subsequent discussions about implementation.

Courses include:

  • Introduction to Unit4 ERP
  • General Ledger
  • AP (Accounts Payable)
  • AR (Account Receivable)
  • PCB (Project Costing & Billing)
  • Fixed Assets
  • Budgets
  • HR & Payroll

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“What you’ll get from Optimum will be three things; a professional approach, great customer service and an amazing can-do attitude, and that’s what will get you over the line.”

Caroline Gray – National Trust

Unit4 ERP Brochure

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

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WHITEPAPER Can Knowly be used as a training tool for Unit4 ERP?
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WHITEPAPER End-user training – an afterthought or the key to ERP success?
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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

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.

Here's how we do it

1 Indicative costs

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

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

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

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

8 Go-live support

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

A few more of our client success stories

“Optimum are a pleasure to work with. They’re approachable, flexible and responsive. They communicate very openly and in my experience they always have the client’s long term interests at heart.”


Richard Blundell Global IT programme director

“We did the mass user training ourselves when we went live in 2007 but we recognised that it was a struggle because we lacked the resource and we weren’t professional trainers.”


Adrian Powell Project manager

“The fact that it is an external authority can give the training extra credibility.”


Ian Sibbald Financial controller

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