ERP Training

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  • 1. Enterprise Resource Planning Project (ERP)
  • 2. ERP TRAINING
    • What?
    • Who?
    • When?
    • How?
  • 3. What?
    • Process Improvements
    • People Improvements
    • Technology Improvements
    Training! Training! And More Training!
  • 4. Who? EVERYONE ON CAMPUS And Some Off-Campus! (such as Vendors, Alumni, Prospective Students)
  • 5. Financials 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 Production January 2005 ERP Team Training Oct 2002 – Jan 2003 System Configuration & Process Definition Feb 2003 – Sep 2003 System Configuration & Process Definition Feb 2003 – Feb 2004 HR & Payroll ERP Team Training Oct 2002 – Jan 2003
  • 6. Processes must be fairly well developed before we can even start planning training!
    • AAAGGGGHHHHH!
  • 7. How?
  • 8. Training Materials Included With System
    • 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
  • 9. Preliminary Training Plan ERP Project Training Team ERP Project Team Leaders/Members College/Department Liaisons HR Dept Reps, Academic Advisors Technical Trainers Functional Owner Department Processes Employees (Faculty, Staff, OPS) (Self-Service) Hiring, Time/Leave, Purchasing, Payables, etc. Dept Processors Complex Processes Reporting/Queries Data Warehouse
  • 10.
    • Design Classes Based on Roles
      • Administrative Office Functions
      • Departmental Functions
      • Employee Self-Service
    ERP Training Team Responsibilities
  • 11.
    • Train ERP Team Leaders / Members
      • Delivering pre-designed training to Administrative Office Staff
        • Human Resources Office Staff
        • Purchasing Office Staff
        • Accounts Payable Office Staff
        • Budget Office Staff
        • Etc.
    ERP Training Team Responsibilities (cont’d)
  • 12.
    • Train Departmental Trainers
      • Delivering pre-designed training to departmental office staff and faculty
        • Time/Leave Input
        • Benefits Enrollment
        • Other self-service applications
    ERP Training Team Responsibilities (cont’d)
  • 13.
    • Train ERP Project Team Trainers
      • Delivering pre-designed training to departmental specialized function staff
        • Time/Leave Coordinators
        • Department Procurements (Purchasing/Payables)
        • Appointment Processing
        • Applicant Recruitment/Job Vacancies
        • Etc.
    ERP Training Team Responsibilities (cont’d)
  • 14.
    • Schedule Classes
      • Dates and Locations for all training except inter-departmental
    • Facilitate Registration and Track Attendance
    • Facilitate Security Access
      • Arrange for access upon successful completion of training
    ERP Training Team Responsibilities (cont’d)
  • 15.
    • Identify Learner Groups
    • Modify Documentation (Web Learning Assistant)
      • Processes
      • Techniques
    ERP Functional Team Responsibilities
  • 16.
    • Assist in Development of Course Objectives
      • Processes
      • Techniques
    • Participate in Training Class Tests
      • Feedback for Improvement
    ERP Functional Team Responsibilities
  • 17. Departmental Trainers Responsibilities
    • College/Department Volunteers
      • Attend Training Class Tests
        • Provide feedback
      • Train Faculty and Staff
        • Self Service
          • Pay stubs online
          • Time/Leave entry online
          • Benefits enrollment/changes
      • Help Desk
  • 18. Departmental Trainers Responsibilities (cont’d)
    • Academic Business Administrators (ABAs)
      • Training College/Department Volunteers
      • Some Financial Applications
      • Help Desk
    • Academic Advisors
      • Student applications
      • Student employee applications
  • 19. Sample Course Design
    • Variety 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.
  • 20. QUESTIONS ? COMMENTS ? CONCERNS ? IDEAS ! ? ! ?