Enterprise Resource Enterprise Resource Planning Project Planning Project

(ERP)(ERP)

ERP TRAININGERP TRAINING

What? What? Who? Who? When? When? How?How?

What?What?

Process Improvements

People Improvements

Technology Improvements

Who?Who?

Plan Financial Training

Sep 2003 – Feb 2004

Plan HR/Payroll Training

Mar 2004 – Aug 2004

Deliver Financial Training

Mar 2004 – Jun 2004

Deliver HR/Payroll Training

Sep 2004 – Dec 2004

Financials In

Production

Jul 2004

HR/Payroll In

ProductionJanuary

2005

ERP Team Training

Oct 2002 – Jan 2003

System Configuratio

n& Process DefinitionFeb 2003 – Sep 2003

System Configuratio

n& Process DefinitionFeb 2003 – Feb 2004

ERP Team Training

Oct 2002 – Jan 2003

Processes must be fairly well Processes must be fairly well developed before we can developed before we can

even start planning training!even start planning training!

AAAGGGGHHHHH!AAAGGGGHHHHH!

How?How?

Training MaterialsTraining MaterialsIncluded With SystemIncluded With System

End User Training Kit (EUT)End User Training Kit (EUT) Web-Based Learning Assistant (WLA)

System Documentation HELP Functions within System

Student and Instructor Manuals Training Designs including Exercises Modifiable

Preliminary Training PlanPreliminary Training Plan

ERP Project Training Team

ERP Project TeamLeaders/Members

College/DepartmentLiaisons

HR Dept Reps, Academic Advisors

Technical Trainers

FunctionalOwner Department

Processes

Employees (Faculty, Staff, OPS)

(Self-Service)

Hiring, Time/Leave,Purchasing, Payables, etc.

Dept ProcessorsComplex Processes

Reporting/QueriesData Warehouse

Design Classes Based on RolesDesign Classes Based on Roles Administrative Office Functions Administrative Office Functions Departmental FunctionsDepartmental Functions Employee Self-ServiceEmployee Self-Service

ERP ERP Training TeamTraining Team ResponsibilitiesResponsibilities

Train ERP Team Leaders / Train ERP Team Leaders / MembersMembers Delivering pre-designed training to Delivering pre-designed training to

Administrative Office StaffAdministrative Office Staff Human Resources Office StaffHuman Resources Office Staff Purchasing Office StaffPurchasing Office Staff Accounts Payable Office StaffAccounts Payable Office Staff Budget Office StaffBudget Office Staff Etc.Etc.

ERP ERP Training TeamTraining Team Responsibilities Responsibilities (cont’d)(cont’d)

Train Departmental Trainers Train Departmental Trainers Delivering pre-designed training to Delivering pre-designed training to

departmental office staff and facultydepartmental office staff and faculty Time/Leave InputTime/Leave Input Benefits EnrollmentBenefits Enrollment Other self-service applicationsOther self-service applications

ERP ERP Training TeamTraining Team Responsibilities Responsibilities (cont’d)(cont’d)

Train ERP Project Team TrainersTrain ERP Project Team Trainers Delivering pre-designed training to Delivering pre-designed training to

departmental specialized function staffdepartmental specialized function staff Time/Leave CoordinatorsTime/Leave Coordinators Department Procurements Department Procurements

(Purchasing/Payables)(Purchasing/Payables) Appointment ProcessingAppointment Processing Applicant Recruitment/Job VacanciesApplicant Recruitment/Job Vacancies Etc.Etc.

ERP ERP Training TeamTraining Team Responsibilities Responsibilities (cont’d)(cont’d)

Schedule ClassesSchedule Classes Dates and Locations for all training Dates and Locations for all training

except inter-departmentalexcept inter-departmental Facilitate Registration and Track Facilitate Registration and Track

AttendanceAttendance Facilitate Security Access Facilitate Security Access

Arrange for access upon successful Arrange for access upon successful completion of trainingcompletion of training

ERP ERP Training TeamTraining Team Responsibilities Responsibilities (cont’d)(cont’d)

Identify Learner GroupsIdentify Learner Groups Modify DocumentationModify Documentation (Web (Web

Learning Assistant)Learning Assistant) ProcessesProcesses TechniquesTechniques

ERP ERP Functional TeamFunctional Team ResponsibilitiesResponsibilities

Assist in Development of Course Assist in Development of Course Objectives Objectives ProcessesProcesses TechniquesTechniques

Participate in Training Class TestsParticipate in Training Class Tests Feedback for ImprovementFeedback for Improvement

ERP ERP Functional TeamFunctional Team ResponsibilitiesResponsibilities

Departmental TrainersDepartmental Trainers ResponsibilitiesResponsibilities

College/Department VolunteersCollege/Department Volunteers Attend Training Class TestsAttend Training Class Tests

Provide feedbackProvide feedback Train Faculty and StaffTrain Faculty and Staff

Self ServiceSelf Service Pay stubs onlinePay stubs online Time/Leave entry onlineTime/Leave entry online Benefits enrollment/changesBenefits enrollment/changes

Help DeskHelp Desk

Departmental TrainersDepartmental Trainers Responsibilities Responsibilities (cont’d)(cont’d)

Academic Business Academic Business Administrators (ABAs)Administrators (ABAs) Training College/Department Training College/Department

VolunteersVolunteers Some Financial ApplicationsSome Financial Applications Help DeskHelp Desk

Academic AdvisorsAcademic Advisors Student applicationsStudent applications Student employee applicationsStudent employee applications

Sample Course DesignSample Course Design

Variety of Training TechniquesVariety of Training Techniques Lecture/Explanation of Process(es) Hands-On Exercises Discussion of concepts Utilizing reference materials

Student Manuals Other Materials Developed by Training Team

(cheat sheets, process flow charts, WLA on-line help)

etc.

QUESTIONS ?QUESTIONS ?

COMMENTS ?COMMENTS ?

CONCERNS ?CONCERNS ?

IDEAS ! ? ! ?IDEAS ! ? ! ?