The outline of our internal implementation-training course: in projects, client-team sessions are tailored from it, and the materials and exercises are delivered with the course.
“SaaS ERP Implementation · Foundation”
Getting ready
Preparations
PrerequisitesA working grasp of ERP concepts and double-entry bookkeeping is recommended first.
Learning environmentUse the practice environment and the system manual — never practise on production.
Pre-course quizA short quiz on the prerequisites, to calibrate the starting point.
Implementation method
The implementation method
Guiding principlesPace yourself, understand processes, respect data, train well, plan ahead, review regularly — published as a long-read.公开长文
Project managementImplementation is a complex project: a complete plan first, then resource coordination and milestone control.
User trainingOperation training, dress rehearsals, going live — user capability is built in training.公开长文
Business and system
Business processes
System settings
Access control
Working standards
Data and improvement
Data quality
Continuous improvement
Final assessment
按角色的学习路径
从公开材料开始:业务用户读用户手册,管理员先理权限,实施参与者理解方法。
Business users
Start with the daily-operations chapters; read the manual by role.
Step by step, understand the process, respect the data, train properly, plan well, review regularly — the six principles that open our implementation training. The full version, each with its common failure mode and how we apply it.
ERP projects rarely succeed or fail on the software — they turn on whether people come along. Stage by stage — diagnose, design, build, go live, operate — the human risks, their symptoms, and how we work.