Migrating from Microsoft Dynamics GP to NetSuite is a significant step towards enhancing your business operations. However, the success of this transition largely depends on how well your team adapts to the new system. A well-structured training plan is essential to ensure that your team can effectively use NetSuite. Here’s a detailed guide to help you create a comprehensive training plan for a smooth transition.
Assessing Training Needs
Identify Training Requirements Start by determining the specific training needs based on different roles within your organization. For instance, the finance team will need to focus on financial modules, while the sales team will need training on CRM functionalities. Assess the current skill levels of your team to identify any gaps that need to be addressed.
Training Objectives Define clear objectives for what each user group should achieve by the end of the training. Ensure these objectives align with your business goals and the functionalities of NetSuite.
Developing Training Materials
Training Content Create comprehensive user manuals that cover all essential functions and processes in NetSuite. Develop video tutorials for visual learners, demonstrating key tasks and workflows. Additionally, provide quick reference guides for common tasks to facilitate easy access to information.
Customization Tailor training materials to reflect your specific business processes and configurations in NetSuite. This customization ensures that the training is relevant and practical for your team.
Delivering Training
Instructor-Led Training (ILT) Conduct hands-on workshops where users can practice using NetSuite in a controlled environment. Host live webinars for remote employees, allowing for real-time interaction and Q&A sessions.
Self-Paced Learning Develop e-learning modules that users can complete at their own pace. Create interactive simulations that allow users to practice tasks in a virtual environment. NetSuite provides a host of self-paced learning options on NetSuite MyLearn.
Blended Learning Combine ILT and self-paced learning to cater to different learning preferences and schedules. This approach ensures that all users can benefit from the training, regardless of their preferred learning style.
GSI’s training program involves guiding users through the necessary steps to perform their job functions, offering basic or customized scripts based on client needs, and encouraging users to share their screens and take control for a hands-on learning experience.
Scheduling Training
Phased Approach Implement a phased approach to training. Start with initial training that focuses on core functionalities and essential tasks users need to perform immediately after go-live. Follow up with advanced training on more complex features and customizations once users are comfortable with the basics.
Training Calendar Develop a training calendar that outlines the schedule for all training sessions, including dates, times, and topics. This calendar helps keep the training organized and ensures that all users know when and what they will be learning.
Hands-On Practice
Sandbox Environment Set up a sandbox environment where users can practice without affecting live data. This allows them to experiment and learn from mistakes in a risk-free setting.
Practice Exercises Provide practice exercises and scenarios that mimic real-life tasks and challenges users will face in NetSuite. These exercises help reinforce learning and build confidence.
Support and Resources
Post-Training Support Establish a help desk to provide immediate support for any issues or questions that arise after training. Schedule regular Q&A sessions where users can ask questions and get clarifications.
Ongoing Learning Create a knowledge base with articles, FAQs, and troubleshooting guides. Encourage continuous improvement by gathering feedback from users and refining the training program as needed. GSI provides ongoing training through our Managed Services offering called SuiteCare.
Evaluation and Feedback
Training Effectiveness Conduct assessments to evaluate users’ understanding and proficiency in using NetSuite. Gather feedback from participants to measure the effectiveness of the training and identify any gaps.
Continuous Improvement Use the feedback to continuously improve the training program. This iterative approach ensures that the training remains relevant and effective over time.
Conclusion
A comprehensive training plan is crucial for ensuring a smooth transition from Microsoft Dynamics GP to NetSuite. By following these detailed steps, you can equip your team with the knowledge and skills they need to effectively use NetSuite and maximize its benefits for your organization. If you have any specific questions or need further details on any aspect of the training plan, feel free to ask! Happy training!
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CONSIDER GSI AS YOUR NETSUITE IMPLEMENTATION & SUPPORT PARTNER
Ultimately, businesses implementing NetSuite need help from a partner who is both an expert in NetSuite and ready and able to consult on the client company’s pain points and objectives.
Using a knowledgeable implementation and support partner, you can roll out a transformative business software system to address current pain points and build a stable relationship with experts who can help adapt and scale the platform as your business grows.
GSI is the #1 Ranked NetSuite Solution Provider by G2, with a senior-level, 100% US-based NetSuite implementation and NetSuite support teams, all of whom average 10+ years of experience in the NetSuite ecosystem. By applying industry best practices and insights, we enable clients to fully leverage NetSuite, enhancing their processes, decision-making, and performance. Our team collaborates closely with clients to align NetSuite's capabilities with their strategic goals, fostering long-term partnerships through transparent communication and ongoing