The ERP Advisor
How to Approach ERP User Training and Adoption - The ERP Advisor Episode 136
Why It Matters
Effective ERP training directly impacts go‑live success, user productivity, and ROI, making it a critical component of any implementation. By understanding the nuances of tools, roles, and industry needs, organizations can reduce disruption, accelerate adoption, and ensure the new system delivers its promised benefits.
Key Takeaways
- •Plan training early, not just before go-live.
- •Align train‑the‑trainer expectations and documentation early.
- •Leverage existing tools (LMS, videos) to avoid reinventing.
- •Tailor training method to team roles and industry context.
- •Use process owners to validate field usage and measure success.
Pulse Analysis
User training is the linchpin of any ERP rollout, yet many projects relegate it to the final days before go‑live. The episode stresses that training must be scheduled alongside data migration and configuration, not tacked on at the end. Early planning includes defining a train‑the‑trainer strategy, selecting the right mix of SOPs, user guides, and hands‑on sessions, and ensuring subject‑matter experts understand their future teaching role. This proactive approach prevents the common pitfall of rushed, ineffective instruction that can derail adoption.
A recurring theme is the power of leveraging existing tools. Rather than building a brand‑new learning platform, the speakers recommend repurposing the organization’s current LMS, video libraries, and documentation repositories. By aligning training assets with familiar workflows, companies reduce resistance and accelerate competence. The discussion also highlights the need for a change‑management mindset: training formats should reflect team dynamics, industry nuances, and job‑site realities. For example, manufacturing floor staff benefit from concise job guides on iPads, while field‑service crews may need in‑person handheld demos or virtual walkthroughs.
Finally, the episode outlines how to measure training effectiveness. Process owners are tasked with validating entries, monitoring real‑time usage, and providing feedback loops during user acceptance testing and post‑go‑live. Hands‑on practice, coupled with continuous oversight, ensures users apply the system correctly in their daily tasks. By combining early planning, tool reuse, and rigorous validation, organizations can achieve smoother ERP adoption and realize the promised operational gains.
Episode Description
End users who fail to train on their new ERP before go-live can be one of the biggest roadblocks to a successful ERP implementation. Why do they refuse to train? How do you get them to participate? What blocks their buy-in? It is important to understand how to best support them so they are ready to use the new system at cut-over. On this episode of the ERP Advisor, Shelby Toney breaks down the key factors to consider when approaching ERP user training and outline EAG’s top 7 tips for successfully training your users during an ERP implementation.
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