Executive Briefing
Concise session for leadership covering expected benefits, governance and KPI targets (90–120 mins).
Training • Adoption • Change Management
Training & Change Management — make ERPNext stick
Practical training, role-based learning paths and a tested change-management playbook to maximize user adoption, reduce go-live risk and accelerate ROI from your ERPNext deployment.
Why structured training matters
A good ERP implementation is only as good as its users. We combine adult-learning best practices with hands-on scenarios, role-based pathways and measurable adoption metrics to ensure your people use ERPNext the right way — from day one.
Role-based learning
Tailored courses for finance, inventory, sales, purchase and operations — not generic slides.
Hands-on workshops
Scenario-driven labs and sandbox exercises to practise real tasks and edge cases safely.
Measurable adoption
Pre/post assessments, KPI dashboards and adoption tracking so leadership sees progress.
Training Programs — choose the right fit
Flexible delivery: instructor-led, remote workshops, recorded modules and train-the-trainer options.
Functional Bootcamp
Role-specific, hands-on training for Finance / Sales / Stock / Purchasing teams (2–3 days).
Power Users & Admin
Deep-dive for power users and system admins: workflows, custom reports, data import and troubleshooting.
Train-the-Trainer
Equip internal champions to run future training and onboarding — includes facilitator guides and materials.
Onboarding Pack
New user checklist, quick-start guides and role checklists for the first 30 days after go-live.
Recorded Library
Branded recordings and searchable knowledge base for asynchronous learning and refreshers.
Support Window
Post-training hypercare — scheduled Q&A clinics and targeted refresh sessions for 4–8 weeks.
Change Management Playbook
A systematic approach we follow to ensure people adopt new processes confidently.
1. Stakeholder alignment
Identify sponsors, champions and critical users. Create an adoption steering committee with clear ownership.
2. Communication plan
Targeted messaging for each audience (what changes, why it matters, how it impacts daily work) and communication cadence.
3. Role-based training & reinforcement
Combine formal training with on-the-job coaching, bite-sized microlearning and performance support tools.
4. Measure & iterate
Track adoption metrics, gather feedback, and run targeted interventions where adoption lags.
Learning design & assessment
We design training for retention — not for a single event. Assessments drive continuous improvement.
Pre-training assessment
Baseline skill mapping to tailor sessions and focus on real gaps.
Knowledge checks
Short quizzes and practical tasks at the end of modules to ensure comprehension.
Post-training measurement
Follow-up surveys, task completion rates and KPI impact tracking after 30/60/90 days.
Deliverables & Training Packs
Everything you need to onboard users and sustain adoption.
Starter Pack
- 2 functional workshops
- Quick-start guides & checklists
- One week post-training Q&A clinic
Standard Pack
- Role-based bootcamps (3–5 sessions)
- Power-user deep-dive & admin training
- 4-week hypercare & adoption tracking
Enterprise Pack
- Train-the-trainer + LMS setup
- Custom content & recorded library
- 8–12 week adoption program with KPI dashboards
Frequently asked questions
- Can training be delivered remotely?
- Yes — we run interactive remote workshops with hands-on breakout labs and recorded reference material.
- Do you supply training materials?
- Yes — facilitator guides, participant workbooks, recorded sessions and quick-start checklists are included in packs.
- How do you measure adoption?
- We use a combination of surveys, completion rates, transactional checks and KPI dashboards (e.g., process compliance, task completion times).
Request a Training Plan
Share target teams, estimated user count and go-live date — we’ll propose a tailored plan and timeline.
- Ahmedabad, Gujarat
- +91 77780 25099
- info@exalix.tech