ERP Training

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ERP Training

  1. 1. Enterprise Resource Planning Project (ERP)
  2. 2. ERP TRAINING <ul><li>What? </li></ul><ul><li>Who? </li></ul><ul><li>When? </li></ul><ul><li>How? </li></ul>
  3. 3. What? <ul><li>Process Improvements </li></ul><ul><li>People Improvements </li></ul><ul><li>Technology Improvements </li></ul>Training! Training! And More Training!
  4. 4. Who? EVERYONE ON CAMPUS And Some Off-Campus! (such as Vendors, Alumni, Prospective Students)
  5. 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. 6. Processes must be fairly well developed before we can even start planning training! <ul><li>AAAGGGGHHHHH! </li></ul>
  7. 7. How?
  8. 8. Training Materials Included With System <ul><li>End User Training Kit (EUT) </li></ul><ul><ul><li>Web-Based Learning Assistant (WLA) </li></ul></ul><ul><ul><ul><li>System Documentation </li></ul></ul></ul><ul><ul><ul><li>HELP Functions within System </li></ul></ul></ul><ul><ul><li>Student and Instructor Manuals </li></ul></ul><ul><ul><li>Training Designs including Exercises </li></ul></ul><ul><ul><li>Modifiable </li></ul></ul>
  9. 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. 10. <ul><li>Design Classes Based on Roles </li></ul><ul><ul><li>Administrative Office Functions </li></ul></ul><ul><ul><li>Departmental Functions </li></ul></ul><ul><ul><li>Employee Self-Service </li></ul></ul>ERP Training Team Responsibilities
  11. 11. <ul><li>Train ERP Team Leaders / Members </li></ul><ul><ul><li>Delivering pre-designed training to Administrative Office Staff </li></ul></ul><ul><ul><ul><li>Human Resources Office Staff </li></ul></ul></ul><ul><ul><ul><li>Purchasing Office Staff </li></ul></ul></ul><ul><ul><ul><li>Accounts Payable Office Staff </li></ul></ul></ul><ul><ul><ul><li>Budget Office Staff </li></ul></ul></ul><ul><ul><ul><li>Etc. </li></ul></ul></ul>ERP Training Team Responsibilities (cont’d)
  12. 12. <ul><li>Train Departmental Trainers </li></ul><ul><ul><li>Delivering pre-designed training to departmental office staff and faculty </li></ul></ul><ul><ul><ul><li>Time/Leave Input </li></ul></ul></ul><ul><ul><ul><li>Benefits Enrollment </li></ul></ul></ul><ul><ul><ul><li>Other self-service applications </li></ul></ul></ul>ERP Training Team Responsibilities (cont’d)
  13. 13. <ul><li>Train ERP Project Team Trainers </li></ul><ul><ul><li>Delivering pre-designed training to departmental specialized function staff </li></ul></ul><ul><ul><ul><li>Time/Leave Coordinators </li></ul></ul></ul><ul><ul><ul><li>Department Procurements (Purchasing/Payables) </li></ul></ul></ul><ul><ul><ul><li>Appointment Processing </li></ul></ul></ul><ul><ul><ul><li>Applicant Recruitment/Job Vacancies </li></ul></ul></ul><ul><ul><ul><li>Etc. </li></ul></ul></ul>ERP Training Team Responsibilities (cont’d)
  14. 14. <ul><li>Schedule Classes </li></ul><ul><ul><li>Dates and Locations for all training except inter-departmental </li></ul></ul><ul><li>Facilitate Registration and Track Attendance </li></ul><ul><li>Facilitate Security Access </li></ul><ul><ul><li>Arrange for access upon successful completion of training </li></ul></ul>ERP Training Team Responsibilities (cont’d)
  15. 15. <ul><li>Identify Learner Groups </li></ul><ul><li>Modify Documentation (Web Learning Assistant) </li></ul><ul><ul><li>Processes </li></ul></ul><ul><ul><li>Techniques </li></ul></ul>ERP Functional Team Responsibilities
  16. 16. <ul><li>Assist in Development of Course Objectives </li></ul><ul><ul><li>Processes </li></ul></ul><ul><ul><li>Techniques </li></ul></ul><ul><li>Participate in Training Class Tests </li></ul><ul><ul><li>Feedback for Improvement </li></ul></ul>ERP Functional Team Responsibilities
  17. 17. Departmental Trainers Responsibilities <ul><li>College/Department Volunteers </li></ul><ul><ul><li>Attend Training Class Tests </li></ul></ul><ul><ul><ul><li>Provide feedback </li></ul></ul></ul><ul><ul><li>Train Faculty and Staff </li></ul></ul><ul><ul><ul><li>Self Service </li></ul></ul></ul><ul><ul><ul><ul><li>Pay stubs online </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Time/Leave entry online </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Benefits enrollment/changes </li></ul></ul></ul></ul><ul><ul><li>Help Desk </li></ul></ul>
  18. 18. Departmental Trainers Responsibilities (cont’d) <ul><li>Academic Business Administrators (ABAs) </li></ul><ul><ul><li>Training College/Department Volunteers </li></ul></ul><ul><ul><li>Some Financial Applications </li></ul></ul><ul><ul><li>Help Desk </li></ul></ul><ul><li>Academic Advisors </li></ul><ul><ul><li>Student applications </li></ul></ul><ul><ul><li>Student employee applications </li></ul></ul>
  19. 19. Sample Course Design <ul><li>Variety of Training Techniques </li></ul><ul><ul><li>Lecture/Explanation of Process(es) </li></ul></ul><ul><ul><li>Hands-On Exercises </li></ul></ul><ul><ul><li>Discussion of concepts </li></ul></ul><ul><ul><li>Utilizing reference materials </li></ul></ul><ul><ul><ul><li>Student Manuals </li></ul></ul></ul><ul><ul><ul><li>Other Materials Developed by Training Team (cheat sheets, process flow charts, WLA on-line help) </li></ul></ul></ul><ul><ul><li>etc. </li></ul></ul>
  20. 20. QUESTIONS ? COMMENTS ? CONCERNS ? IDEAS ! ? ! ?

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