Series 8 Steps: 7) Developing a training plan

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With Pre-Steps A and B and steps one through six completed, it’s time to develop a training plan. Why? If training your team is given little or no attention, then the time and effort (and money) spent on a cloud-based ERP solution that brings every aspect of your company (financials, customers, sales, and more) under one, cohesive system will have been wasted.


Step seven: Developing a training plan


To begin, the training is separated into two components: Subject Matter Experts (SME) Training and User Training.


In SME Training, members of your IT and financial departments who will be administering the system need separate training. These include superusers, system administrators, and database administrators. SMEs are required to know their subject area well enough to teach user training and be the go-to person pre and post go-live.


In User Training, all users of your new system will learn how to perform their roles. Users will include members of your financial team as well as members of sales and marketing, field services, warehouse, shipping and receiving, and any other department who will be using the system. If the new system introduces new company procedures, these changes should be incorporated into the training.

Set your team up for success with cloud ERP


Training your team on how to use the system from the get-go will set you and your team up for success. Training every employee, from the top down, results in many benefits, including increased productivity as old, inefficient processes become obsolete and users buy-in.


Acumatica also provides further training assistance through:



  • Free Acumatica documentation online

  • Built-in User guide for self-paced learning

With Acumatica, every person will be able to access a single source of truth from any location and at any time. The system rests upon Acumatica’s flexible, open platform and allows seamless integration with third-party applications. Information is synced between every department and business application, taking decision making based on incomplete, outdated data to decision making based on real-time, accurate data.


If you would like to find out more about Acumatica’s affordable, mobile, and integrated business management solution as well as more about how we handle ERP implementations, contact our team today.

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