Enterprise application training and release enablement: ERP, CRM and HR systems
A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 6 details that are specific to your organisation.
- Length
- 40 min
- Lessons
- 6 lessons
- Frequency
- Before go-live of a business system
- Last reviewed
- 21 Oct 2026
Two suppliers with near-identical names exist
Try it: this is one of 15 interactive activities in the course.
What's included
Three pieces that work together
Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.
Self-paced course
Short lessons with real workplace scenarios, not walls of text.
- 6 lessons, about 40 minutes
- Sorting activity, scenario, timeline, process and quizzes
Live session deck
An AhaSlides presentation to run after the course, in person or online.
- 10 slides
- Quiz, poll, ranking, word cloud slides
- A closing slide for your contacts
Two surveys
Find out what landed, and whether people use it on the job.
- Post-course feedback, about 2 minutes
- 30-day check-in
- Anonymous by default
- Results feed your next refresher
Learning objectives
At the end of this course, learners can
Each objective and the lesson that covers it.
| ID | Objective | Source | Where it's covered |
|---|---|---|---|
| TO 236.0 | Achieve ≥ 80% on the final assessment | - | Whole course |
| SO 236.1 | Explain why the system changed and what it means for your role | Organisation change plan | Whole course |
| SO 236.2 | Walk through order to cash and procure to pay in order | Best practice | Whole course |
| SO 236.3 | Avoid common master data mistakes | Best practice | Whole course |
| SO 236.4 | Find reports and complete approvals + your info | Organisation's SOPs | Whole course |
| SO 236.5 | Use release changes and raise a ticket for help + your info | Organisation's change-management policy | Whole course |
Your part: what a template can't do for you
- Your workplace details: fill in the 6 highlighted fields so the course describes your own policies, contacts and locations.
- Records: record completion in your own LMS or record system.
Course outline
6 lessons, about 40 minutes
Minutes per lesson are an estimate, shared out by page count.
1Why the system changed and what it means for your job
3 pages
8 min
Why the system changed and what it means for your job
3 pages
2Core process walkthrough: order to cash, procure to pay
3 pages
8 min
Core process walkthrough: order to cash, procure to pay
3 pages
3Master data and the common mistakes
3 pages
7 min
Master data and the common mistakes
3 pages
4Reports and approvals
3 pages
7 min
Reports and approvals
3 pages
5What is new in this release
2 pages
5 min
What is new in this release
2 pages
6Getting help and raising a ticket
2 pages
5 min
Getting help and raising a ticket
2 pages
Live deck and surveys
10 slides to run live, two surveys to close the loop
Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.
Post-course feedback: 11 questions, about 2 min
- Overall rating 5 stars
- Relevant, realistic, right length, helpful activities agree/disagree grid
- What was most useful? multi-select
- Confidence before this course, and now 1-5 scale
- Confidence in order to cash · procure to pay · master data · reports · raising a ticket grid
- Have you used the new system yet? multiple choice
- What worries you most about go-live? short text
- I can say ‘I do not know where to click’ without feeling judged. 1-5 scale
- One thing we should change or add open text
- Would you recommend this course? NPS
30-day check-in
- Have you used what you learned since the course? multiple choice
- How confident are you today? Compare with day 1 1-5 scale
- Do you know where to find the SOPs and the support route? yes / no / not sure
- A moment where the training helped, or where you weren't sure open text
- Which topics should the next refresher focus on? ranking
Results show whether people use the training on the job, not just whether they finished it.
Make it yours
6 fields to fill in, and you're ready
Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.
- Link to the standard operating procedures for the system
{{SOP_LINK}} - Who to ask for help or to report a concern
{{HELP_CONTACT}} - Where completion is recorded
{{LMS_OR_RECORD_SYSTEM}} - Link to the post-course and 30-day survey
{{SURVEY_2_URL}} - Link to the self-paced course
{{COURSE_URL}} - Link to the baseline survey
{{SURVEY_1_URL}}
FAQ
Common questions
Can I run enterprise application training and release enablement: ERP, CRM and HR systems training online?
Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.
How often is this training needed?
Before go-live of a business system, and at each major release.
Who needs this training?
Finance, procurement, sales and HR staff learning business software, plus super-users and implementation consultants; run by business-systems teams and change managers with L&D.
What records should I keep?
Record completion in your own LMS or record system, so you can show who finished the course and when.
Can I edit the content?
Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.
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Ready to run it?
Open the live deck to see how the session runs alongside the course and both surveys.