ERP Staff Training.
We train your team to use your ERP or accounting system correctly for their role, in batches of up to ten people. Sessions use your own masters and transactions in a training company or test environment, and cover daily entries, approvals, reconciliations and the reports each role is responsible for.
Typically 2–3 half-day sessions per batch of ten. The number of modules and roles covered drives the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Teams going live on a new system
- New joiners who need to learn the system quickly
- Businesses where errors and rework point to gaps in user knowledge
What you receive at the end.
- 01Role-based training sessions for each batch
- 02Exercise sets based on your processes
- 03Quick-reference guides for common tasks
- 04Attendance and assessment summary
ERP Staff Training, step by step.
Typically 2–3 half-day sessions per batch of ten. The number of modules and roles covered drives the time.
- 1
Training needs review
We confirm the system, modules and roles to cover, and the common errors you want addressed.
- 2
Curriculum and data
We prepare role-wise modules and set up a training company or test database with realistic data.
- 3
Hands-on sessions
Each batch works through transactions, approvals and reports on screen, with time for questions.
- 4
Participant assessment
Participants complete short exercises so you can see who needs more support.
- 5
Reference material
We hand over quick-reference guides, and session recordings where you allow recording.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- List of participants and their roles
- Access to a training company or test environment
- Your SOPs or process notes, where available
- A training room or video-conference setup
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about ERP Staff Training.
Ready to discuss ERP Staff Training?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.