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ERP Training

An ERP Nobody Knows How to Use Is an Expensive Filing Cabinet

Organisations spend heavily on the software, cut the training line to protect the budget, and then conclude the software was the problem. We train people on what they actually do each day, on a copy of your own database, and we test whether it stuck.

50+ ERP and software projects. Zero failed projects since 2021.

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Role Training Matrix
Illustrative
Sales and customer service
Quotations, sales orders, credit limits, returns
1 day
Warehouse and dispatch
Receipts, put-away, picking, stock counts, dispatch
Half day
Finance
Invoicing, payments, reconciliation, period close
2 days
Management
Dashboards, approvals, exception reports
Half day
Super-users, two per department
Full role depth, admin basics, how to train a new joiner
3 to 5 days
Nobody is trained on the whole ERP. Each role learns its own eight tasks.
0.5-2 d
Per end user role
3-5 d
Per super-user
2-4 wk
Refresher after go-live
Yours
Data used in every session
Why It Matters

Training is the first line cut and the most expensive one to lose

A large share of the support tickets organisations pay for every month are training gaps wearing a support badge.

Role-Based, Not Module-Based

Nobody needs to learn the whole ERP

A warehouse supervisor needs to do their eight tasks confidently. They do not need to understand the finance module, and sitting them through it wastes two days and teaches them that the system is complicated. Generic system overview training is the format that fails most reliably. Training built around what a person does daily is shorter, cheaper and actually sticks.

  • A task list per role agreed before any session is booked.
  • Sessions sized to the role, from half a day to two days.
  • No module tours, no screens a person will never open.
A department team learning their own ERP tasks in a hands-on session
Train on Your Own Data

Your products, your customers, your approval rules

Sessions run on a copy of your own database rather than a vendor demo dataset. People learn their job instead of an abstraction they then have to translate. When the session shows the same customer names, the same item codes and the same discount approval that blocks them on a Tuesday, the gap between training and Monday morning disappears.

  • A training database refreshed from your live configuration.
  • Real document layouts, real tax rules, real approval chains.
  • Mistakes made safely, in a copy, before they cost anything.
Trainer walking a team through their own ERP records in a test database
Training Tracks

Six tracks, and you rarely need all six

Pick the tracks your organisation is actually short of. Paying for tracks you do not need is how training budgets get a bad name.

👤
End user role training
Half a day to two days per role. Each team runs its own daily transactions start to finish, on your data, until they can do it without prompting.
🎓
Super-user and train the trainer
Three to five days for a named person per department. They learn the role in depth, plus how to teach it, and become your first line support permanently.
💰
Finance and period close
The track that needs the most time. Invoicing, payments, bank reconciliation, tax handling and a full dry run of the month-end close before you depend on it.
📊
Management reporting and dashboards
Half a day for the people who read the system rather than operate it. Which numbers exist, where they come from, and which ones to stop asking finance for by email.
âš™
System administration
Users and roles, permission changes, new item and customer setup, print layouts, backups and what to escalate rather than attempt. Usually one or two people.
📖
Onboarding for new joiners
Recorded sessions, written role guides and a two-week path with a sign-off at the end, so the person who starts six months after go-live is not taught by rumour.
How It Works

Five steps from role list to a team that can be tested

Timing decides most of the outcome. Training delivered two months early is forgotten by go-live, and training delivered in the final week leaves no time to fix what it reveals. We aim for the two to three weeks before cutover, with a refresher two to four weeks after it.

1
Role and task mapping
We list every role and the transactions each one owns, then agree what each session must cover.
2
Training database
A copy of your own system with your products, customers, rules and layouts, refreshed for the sessions.
3
Super-users first
Named super-users are trained deeply ahead of everyone else, so they can support the wider sessions.
4
Role sessions and recording
Hands-on sessions per role, recorded, with a written role guide produced alongside each one.
5
Competence check and refresher
Each person completes their real transactions unaided, then a refresher two to four weeks after go-live.
What Is Included

What a training programme delivers

📋

Role and task matrix

Who needs training on what, how long each role takes, and which people can be left out.

âš™

Training environment

A refreshable copy of your database so people practise on real records without touching live data.

📚

Written role guides

One short guide per role in your language for your process, with your screens, not the vendor manual.

🎥

Recorded sessions

Every role session recorded and indexed, so a new joiner can watch the same training in month nine.

✅

Competence checks

A pass or fail per person against their real transactions, with a named list of who needs a second run.

🔄

Post go-live refresher

A session two to four weeks after go-live, once the real questions and bad habits have surfaced.

What Changes

What proper training is worth

Fewer
How-to support tickets
Faster
Return to normal throughput
Named
Super-user in each department
Tested
Competence, not attendance
Written
Role guides you keep
Ready
Onboarding for new joiners
Choose A Platform

Already know which ERP you want?

The training method is the same on either platform. The screens, the admin depth and the session lengths are not.

ERPNext
Open source, so super-user training goes further: your named users can handle role permissions, print formats and custom fields themselves instead of raising a ticket for each one.
See the ERPNext page →
Odoo
App by app, so training follows your rollout phases rather than arriving in one block. Useful when sales and inventory go live months before manufacturing or payroll.
See the Odoo page →
Why Us

Why teams bring us in to train their people

1
We train roles, not modules
Every session is built from a task list for one job, so nobody sits through screens they will never open.
2
Always on your own data
A copy of your database with your products, customers and rules. Never a vendor demo dataset.
3
We build super-users deliberately
Internal experts are the highest-return format, and far cheaper than paying a contract to answer how-to questions.
4
We test, then report honestly
A competence check per person, and we will tell you which team is not ready rather than sign off a register.
5
We plan for the joiner problem
Recordings, role guides and an onboarding path, so competence does not decay as staff turn over.
6
Proven delivery
50+ ERP and software projects across industries, with zero failed projects since 2021.
FAQ

ERP training questions

How long does ERP training take?
End user training runs half a day to two days per role, depending on how many transactions that role owns. A warehouse or sales role is usually half a day to one day. Finance is normally two days because period close has to be covered properly. Super-user training runs three to five days per person. For a mid-sized organisation the whole programme typically lands between two and four weeks of elapsed time.
Is the training onsite or remote?
Both work. Remote sessions are cheaper, easier to record and fine for office roles who already live on a screen. Onsite is clearly better for warehouse, production and shop floor staff, where the training needs to happen next to the actual process with the actual scanner. We usually recommend onsite for operations roles and remote for finance and management, rather than forcing one format on everyone.
Can you train us on our own data?
Yes, and we insist on it. Sessions run on a copy of your database with your products, your customers, your approval rules and your document layouts. A vendor demo dataset teaches people an abstraction they then have to translate. Training on your own records means the screens in the session are the screens they will see on Monday.
What happens when new staff join after go-live?
This is the part almost nobody plans for, and it is why competence decays about a year after a successful go-live. We record the role sessions, write a short guide per role, and document an onboarding path that says what a new joiner completes in their first two weeks and who signs it off. Your super-users then run that path without us. Turnover stops being a training crisis.
Do you provide written documentation?
Yes. You get a role guide per role, written in your language for your process, with your screenshots and your approval rules. It is not the vendor manual with a cover page on it. The vendor manual describes the software. A role guide describes the eight things a specific person does and what to do when one of them fails.
How do we tell whether the training actually worked?
With a competence check, not an attendance register. Each person completes their real transactions unaided in a test database while someone watches, and we record who passed and who needs a second session. Training that is not tested is an assumption, and the place that assumption gets discovered is your first week of live trading.

Plan Your ERP Training Programme

Book a free consultation. We will go through your roles, work out which teams genuinely need training and which do not, and give you a realistic number of days and a sensible window around your go-live.

Book a Free Consultation →

No commitment. A straight view of what your team actually needs to learn.