What to Expect During User training and onboarding for ERP platforms

Implementing an ERP platform is a game-changer for building materials businesses, but the key to success lies in how well your team adapts to the new system. That’s where user training and onboarding come in. Here’s what you can expect during this crucial phase:

• Kickoff & Introduction

Before diving into the system, users will get an overview of the ERP platform’s capabilities, objectives, and how it aligns with your business processes. This session helps build a shared understanding and sets expectations.

• Role-Based Training

Not everyone uses the ERP the same way. Training sessions are customized based on job roles—whether it’s sales, inventory, procurement, finance, or dispatch. Each team learns how to use the system features relevant to their daily tasks.

• Hands-On System Walkthroughs

Users are guided through live simulations of tasks they’ll perform regularly—like creating purchase orders, tracking inventory, or managing dispatches. These sessions are interactive, practical, and designed to build real confidence.

• Common Use Case Scenarios

The training also covers typical day-to-day scenarios that your team will encounter, such as managing stock across multiple warehouses or generating GST-compliant invoices. These use cases help users connect the dots between the software and real business challenges.

• Support Materials & Resources

You’ll receive user manuals, video tutorials, and cheat sheets tailored to your ERP setup. These resources are great for refresher training or onboarding new team members in the future.

• Q&A and Troubleshooting

Throughout the training, there are open sessions where users can ask questions or get help with any confusion. Early troubleshooting ensures smoother transitions and fewer errors post-launch.

• Go-Live Support

After training, the onboarding team provides hands-on support during the go-live period. This includes real-time assistance, on-call support, and help with system adjustments based on early feedback.

• Ongoing Learning

ERP systems evolve, and so does your business. Expect periodic refresher sessions, updates on new features, and access to support channels to ensure your team continues to get the most out of the platform.

Final Thought:

ERP training isn’t just about learning software—it’s about empowering your team to work smarter, faster, and more efficiently. With the right onboarding process, your business can hit the ground running and make the most of every feature your ERP system offers.