What to expect with Build training
Build courses are delivered in an interactive classroom-style environment. Experienced trainers guide delegates through the hands-on Build courses, and delegates have the opportunity to build elements of the system themselves. We have packaged up the build courses with an aim of providing a foundation to the new delegate, but they can be booked individually.
Get ahead with our training courses
The courses we offer:
U4ERP How to Build a New Client (Including General Ledger)
- U4ERP How to Build a Core Accounts Payable Ledger
- U4ERP How to Build a Basic Purchasing Solution
- U4ERP How to Build a Core Accounts Receivable Ledger
- U4ERP How to Build a basic Sales Order Processing Solution
- U4ERP How to Build a Core Human Resources Solution
- U4ERP How to Build a Core UK Payroll Solution
- U4ERP How to Build a Basic Absence Solution
- U4ERP Competence (under construction)
- U4ERP Training Admin (under construction)
- U4ERP How to Build a Basic Planner Solution
- U4ERP How to Build a Basic Expenses Solution
- U4ERP How to Build a Basic Project Solution with Timesheets
- U4ERP How to Build IntellAgent Alerts
- U4ERP How to Build a Core Document Archive
- U4ERP How to Build Links
Who is the training for?
Organisations who have just purchased any of the Unit4 ERP modules and are moving forward to the build phase of the project.
Refreshers training for build team members who are now live and looking to improve their current build.
New members of an existing build team, to quickly up-skill.
Consultants looking to consolidate their knowledge and experience.
What is End-User training?
When you implement or upgrade Unit4 ERP, you need your staff to embrace the change, understand the benefits of the software and new processes, and to quickly become proficient. We deliver the right training for the right people through the most appropriate means, and to suit your budget.
We constantly adapt and develop our training methods to provide our customers with the best service. Our outstanding training abilities have also been recognised by Unit4 as we are the only Strategic Training Partners for the UK and Ireland.
End user training
What we do
When you implement or upgrade Unit4 ERP, you need your staff to embrace the change, understand the benefits of the software and new processes, and to quickly become proficient. We deliver the right training for the right people through the most appropriate means, and to suit your budget. We constantly adapt and develop our training methods to provide our customers with the best service.
Bespoke Classroom Training
Classroom sessions provide hands-on learning. End users will be trained using Highpoint’s training version of Unit4 ERP, giving practice to real-life scenarios. The benefit of having a trainer onsite means that the end-users can raise questions and concerns.
Train the Trainer
Highpoint can train members of your staff to train other end users in the software and learn some training skills. It means that the organisation doesn’t need to rely on outside help to train their team, helps with ongoing knowledge and ownership, and gives you a legacy training option for when new starters join.
eLearning is a great option for a large and distributed workforce, who carry out common tasks. It gives you the benefit of ongoing and legacy training and is always available as a just-in-time refresher for staff who do not regularly perform tasks. Our eLearning is very clear with step-by-step guides and clear simulations. The end users can access eLearning at a time that suits them. The eLearning can be customised to your company processes and look and feel.
Who Are These Courses For?
Managers contributing to the solution design
In depth detail about end user training
We will maintain a project plan which will be agreed with and reviewed by the Client Project Manager at agreed intervals throughout the project.
Like most things in life we believe the success of training programmes lies in thorough preparation and the use of robust systems to monitor progress.
Project management is the key to this. At Highpoint we have our own project management system which enables us to break the project down into tasks, to allocate a budget for each task and to record time spent on each task along with an estimate of % complete. This is central to our knowing whether or not we are progressing as expected towards our objectives.
We believe that Highpoint training is unsurpassed in delivering skills, knowledge and motivation in a highly cost effective and timely manner. Key characteristics are:
- Complementary learning approaches. Much academic research has been done into how people attain knowledge and learn new skills; their ‘learning styles’. All agree that different people learn in different ways.
Highpoint recognises this and in all of our training programmes we use a wide variety of complementary tools and techniques including face to face training; coaching; ‘floor-walking’; drop-in sessions; workbooks; user guides; PowerPoint presentations; e-movies; quick reference guides and ‘frequently asked questions’.
- The psychological contract. We believe it is not enough to just develop the technical skills of using Agresso. Competence involves knowledge, skills and attitude. People are often resistant to change, even when critical of existing systems. It is important therefore that trainees ‘buy in’ to the new system. We work hard at ‘selling’ the system to users. We inform users of the benefits and, where possible, attempt to answer questions on the system and implementation. We do this by positioning ourselves as part of the implementation team, not as third party trainers. Our team are always fully updated on all aspects of the project and are briefed on the client’s business. If we are unable to answer questions immediately we take ownership of the question and ensure they are answered by others.
- Setting the context. Typically we run an introductory module for Self Service and Smart Client that endorses the benefits of Agresso and introduces the basic functionality of the system. This introduction is usually accompanied by an introductory module on a specific topic.
- Face to face. Research into training methodologies indicates that end user confidence and ability to use the system is significantly higher following face to face training than by any other means. Our evidence supports this and it is our preferred method of training delivery for all but the most simple of courses.
- Totally hands on. We strive to ensure that each participant has their own training PC/laptop and training account.
- Minimal theory. Participants are immersed in using the system within minutes of starting the session.
- Small groups. A maximum of 10 participants per session. This allows for a degree of one-to-one interaction between the trainer and participants.
- Modular sessions of no more than 3 hours in length. Research indicates the ability of participants to retain knowledge diminishes considerably with long sessions. Where participants require training in several modules our preferred option is to timetable these as two or more short sessions. The benefits are:
- Significantly less disruption to the working day if only absent from normal duties for two hours.
- Repeated attendance reinforces learning from earlier sessions.
Where the situation dictates the need for participants to be trained in one longer session, material is adapted to ensure retention of knowledge through revision exercises.
- Workbook focussed. All face-to-face training sessions are based around a step-by-step workbook that leads participants through exercises on ‘core’ topics that every participant will recognise as part of their day to day activity. Workbooks are constructed to progress from simple examples to more advanced exercises.
- Repeated examples. Participants quickly move from instructor led examples to self led exercises to build confidence in using the system.
- Customised workbooks. Workbooks can be developed that are customised to the needs of specific work groups. This is achieved by adding additional exercises to the core exercises.
- Quality control. All our courses and materials are created by Agresso specialists before being rigorously peer tested within our training team. Our training material is polished by our in-house editorial team to ensure consistent, high quality training materials. Finally, we use sophisticated on-line survey software to capture trainee’s feedback on all courses and materials.
- Lesson plans. Our detailed lesson plans ensure consistent key messages are covered, irrespective of which of our experienced training team is facilitating the session.
- Face validity of the training system. All exercises are designed to have a high ‘face validity’ for users, i.e. the subject matter is directly related to their work area. For example, if their day to day work involves raising requisitions for stationery, then an exercise on purchasing stationery will be included. Highpoint works with our client to identify appropriate examples for inclusion in the workbook.
- ‘Just in time’ training. Wherever possible training is scheduled as near to Go Live as possible, so there is no degradation of knowledge retention. This is achieved by:
- Running parallel sessions for different groups.
- Running repeated sessions throughout the day on the same topic.
- Instant feedback. Following each training module participants complete an on-line questionnaire. Within minutes feedback is available to:
- Fine tune the training programme.
- Inform the project team of key issues.
- Provide the project team with perceptions of the system by participants.
- Allow follow up with participants on specific queries.
- Distance learning. There are situations where face to face training is not the optimum solution. For example where users only have access to limited functionality, such as entering timesheets, or where there are small numbers of geographically isolated users. In these cases training needs can be addressed via WebEx (or similar) distance learning courses supplemented by on-line materials such as short e-movies and training guides. Highpoint has extensive knowledge of developing and using such techniques.
- SuperUsers. Highpoint can help nominated Client staff to become SuperUsers in agreed Agresso functionality. As well as ensuring SuperUsers have the technical skills and knowledge in Agresso we are able to provide ‘training the trainers’ to assist staff to develop the skills of effective coaching and tuition.
- Support material. Highpoint can produce high quality reference material in the form of written and on-line user guides and quick reference guides. In addition to this we also offer on-line movies on key learning topics.
- Legacy training. This can be used to support the nominated Super Users post ‘go live’. The material can also be used to compliment your induction process for new starte
If selected, the first task will be to confirm which courses are required and what the content will be. The courses will be agreed with the Client Project Manager and the content will be agreed with the relevant Project Lead.
Our Training Needs Analysis (TNA) and Readiness Audit to help us understand specific needs and any cultural issues likely to affect implementation and training.
Our TNA involves face to face and telephone/Skype/WebEx interviews with your leading project team members, and a sample of end users not directly involved in the project. This helps us understand key issues and attitudes that will affect the training programme. In addition the TNA helps us to better understand how to pitch the training messages to your staff and which tools are likely to be the most successful.
Our Readiness Audit is a key step in helping to determine when the training team should start writing the training material. This is essential in order to prevent unnecessary rewriting of training material and the associated cost. The Readiness Audit will also help identify key factors in the Client’s project preparation that will impact on the training programme.
The resulting TNA and Readiness Audit reports are used to inform the detailed development of the training programme and to alert the project team to key issues.
The Agresso system is delivered using two separate and distinct user interfaces. These are:
- Agresso Smart Client
- Agresso Self Service
The Agresso Smart Client tends to be used by ‘back office’ staff to undertake the more complicated operations and maintain the system setup and configuration.
Agresso Self Service is a simplified user interface designed for more occasional users of the system to access a variety of functions dependant on their role within the organisation.
In terms of training, these interfaces demand a different approach.
Agresso Self Service
Agresso Smart Client
Smaller number of users
Simple transactions with limited variability
More complicated and variable transactions
May not be primary system used in the performance of their role
Probably the primary system used in the performance of their role
Short duration courses
Long duration courses
Focus on workbook, eLearning movies, Quick Reference Guides and FAQs
Focus upon User Guide, Work Book
Whatever the course, our development methodology is the same:
- Agree courses and their format with the Client Project Manager. Complete Control Sheet and obtain sign off.
- Agree and document the content of each course with the Client Project Lead.
- Confirm and document changes to template material with Client Project Lead.
- Agree examples to be used within the training material and work books with the Client Project Lead. Update CR1 form and obtain sign off.
- Collate the material in the prescribed format.
- Edit material to prepare first draft.
- Client Project Manager or nominated person to review material with our team.
- Implement any amendments.
- Second edit of training material.
- Finalise lesson plan and trainers notes.
- Test course (self service only) and obtain sign off by Client Project Manager or nominated person.
- Implement any amendments.
- Final edit.
- Publish material.
Throughout the development phase of the project we will utilise our own SharePoint system to ensure document control and facilitate collaborative working. Access to this system will be given to the Client Project Manager and other members of the project team as required.
We will require internet access to our SharePoint system when on site at your premises
All material will be handed over to the Client once it has been completed and signed off.
Any changes to the material or the courses will be subject to our change control process.
Our change control process is required in order to control events impacting the training programs which may increase the costs involved. The process will help us understand the change, why it is necessary, what the cost implications are and whether or not it will be chargeable.
It will be the responsibility of the Client to build a training system that is a copy of the production system. The training system should be tested by the Client’s project team and signed off to confirm that the setup, configuration and transactional processes are the same as the production system.
Agresso user accounts will need to be created for each training PC to be used on the courses. Trainees will use these login credentials when attending the training session. These user accounts will need to have exactly the same configuration and sufficient roles to enable them to conduct all of the tasks assigned during all courses. We will also require a number of trainer accounts that will have the same configuration. It may be necessary to alter workflow in the Training Environment to simplify training. The real-life workflow will be fully communicated in the training. This work will be undertaken by the Client project team. We will provide a detailed specification of what is required, once the courses and their content are finalised.
We are able to undertake this work if required, but this is not included in this proposal.
Once training programmes are developed, a thorough testing of all PCs and training accounts is undertaken in the training environment.
To ensure high quality of content and delivery throughout the programme at least two ‘dry runs’ are held in the training room to refine final details and test the validity of exercises selected.
At the end of each course, trainees are asked to immediately complete an on-line questionnaire. The questionnaire has been designed to gather trainees’ views about the style and relevance of the training and, most importantly, whether or not they feel confident to use the system.
Reports will be produced daily allowing for instant feedback that can inform further courses.