Successfully migrating to NetSuite from QuickBooks is just the beginning. Ensuring that your team is well-trained on the new system is crucial for maximizing its potential and achieving a smooth transition. Here’s a detailed guide to help you effectively train your team on NetSuite:
Understanding Training Needs
Assess Skill Levels
Start by assessing the current skill levels of your team members. Identify who needs basic training and who requires more advanced instruction. This helps in tailoring the training program to meet the specific needs of different users.
Define Training Objectives
Clearly define what you want to achieve with the training. Objectives might include understanding basic navigation, mastering specific modules, or learning how to generate reports. Setting clear goals ensures that the training is focused and effective.
Training Resources
NetSuite Learning Cloud Support (LCS)
Utilize NetSuite’s Learning Cloud Support, which offers a variety of on-demand learning methods, education plans, and tailored user enablement support options. LCS provides courses that cover a wide spectrum of NetSuite product areas, industry-leading practices, and business processes.
Suite Learning Product Training Series
Participate in Suite Learning webinars that showcase training content available through NetSuite Learning Cloud Support. These webinars provide top tips and best practices from education experts, helping users expand their NetSuite knowledge and skills.
Learning Labs
Attend Learning Labs, which are free, half-day training events offered by the NetSuite Education Services team. These events provide hands-on training with technical experts on topics such as defining KPIs, creating personalized dashboards, and optimizing reporting.
Training Methods
On-Demand Training
Provide access to on-demand training resources that users can access at their convenience. This includes video tutorials, e-learning modules, and online courses. On-demand training is flexible and allows users to learn at their own pace.
Live Training Sessions
Conduct live training sessions, either in-person or virtually, to provide interactive learning experiences. These sessions can include demonstrations, Q&A segments, and hands-on practice. Live training helps address specific questions and provides immediate feedback.
Role-Based Training
Tailor training programs to the specific roles within your organization. For example, finance teams might need in-depth training on financial modules, while sales teams might focus on CRM functionalities. Role-based training ensures that each team member learns the skills most relevant to their job.
Post-Training Support
Ongoing Support
Provide ongoing support to help users as they continue to learn and adapt to NetSuite. This can include access to a helpdesk, regular check-ins, and additional training sessions as needed. Ongoing support ensures that users feel confident and capable in using the system.
User Feedback
Collect feedback from users about their training experience and any challenges they face. Use this feedback to improve future training programs and address any gaps in knowledge. Regular feedback helps ensure that the training remains relevant and effective.
Knowledge Sharing
Foster a culture of knowledge sharing within your organization. Encourage experienced users to share tips and best practices with their colleagues. This can be facilitated through internal forums, regular meetings, or collaborative tools.
By following these steps, you can ensure that your team is well-equipped to use NetSuite effectively. Proper training helps maximize the benefits of the new system, improves user adoption, and enhances overall productivity.
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 support.