Transformational software (ERP, CRM, PLM, etc.) implementations rarely deliver the promised benefits. Companies spend tens of millions on the implementations, but the ROI is usually late - or worse yet, never materializes at all. The software itself is rarely the problem. Instead, benefits arrive slowly because of failures in process redesign, change management, and training.

Three essential dimensions contribute to user acceptance: understanding, motivation, and skill. Check out this short self-assessment to see how your company or project stacks up in these areas.

For a good discussion of big-App training see Tony Karrer’s site.
He starts the discussion with a post of a question from B.J. Schone, who is looking at a major PeopleSoft upgrade. Someone suggested to him that users would need 80 (no, it’s not a typo, eighty!) hours of training. B.J. was rightly concerned that something was wrong.
Read Karrer’s post, and some comments, including mine.
Here’s my comment as well:

“80 hours of PeopleSoft training? Could that estimate possibly have come from someone with a vested interest in selling lots of training?… Some further thoughts on BJs question:

1) Complete agreement with the training design starting and ending with roles & tasks: don’t make people sit through “general” stuff…engage them with what they actually have to do in the to-be world of new processes and new (or changed) technology.

2) Get off the Happy Path. Bj talks about how boring applications training can be. He’s right and adding some random Nascar simulation doesn’t make it any more engaging. Apps training that takes people down a single happy path where everything works perfectly is boring because learners understand as soon as they leave the training room and return to the real world, they’ll fall right off that happy path. So, give em real-life scenarios where things get complicated and messed up and engage them in figuring out how to solve the real problems they’ll have.

3)Dr. Tony talks about using hybrid/reference tools. If he’s talking about what we call EPSS — a system that allows users to view the process flowchart, find their swim lane, find their task, see its relationship to other roles and tasks, and finally drill down to a step-by-step work instruction he’s right. The point is that no matter how good training is people don’t retain much.

4) Plan for (as in save time and $$$) post go-live training. Pilots are a good start on getting the training right. But give people the first month of limping along with the new process/tech and then offer them more training. Devise the content for this post go-live training by reviewing help desk call logs, or by getting users to send in questions. Or just hold open labs where users can come in and work through real-life problems shoulder-to-shoulder with an expert. This training actually sticks because it addresses real problems that real users have, NOT a random, boring stroll down the happy path.”

Everybody knows good training is essential to the success of enterprise software implementations, right? Well, if that’s true, why do so many companies fail to budget for it sufficiently?

Once a typical ERP project is about to go-live, chances are it’s over budget. Unfortunately, just prior to go-live is also about the time that:

- Senior management and business unit leaders start asking how everyone is going to get trained.
- The project team starts asking where the money for training is going to come from.

To make matters worse, the software vendor’s sales pitch is starting to sound, at best, like an optimistic version of the truth: “Don’t worry, our software is so intuitive you won’t really need to add much for training.”

To help those caught in the trap of shrinking budgets and expanding training needs, here’s a list 10 ways to stretch a training budget.

1. Start early. Request system access for the training team months in advance, not weeks. The last thing you want to do at crunch time is figure out how to access for another half-dozen team members.

2. Insist that your software vendor and integration partner construct a stable training environment so that training developers don’t spend time (and money) debugging untested software.

3. Get virtual private network (VPN) access for training developers and remote employees involved in acceptance testing. This will save thousands on travel and living expenses.

4. Use web-based training (WBT) as much as possible. A solid curriculum of asynchronous WBT modules, and synchronous eLearning (webcasts) can greatly reduce – or even eliminate – the need for in-person classroom training.

5. If you out-source WBT development, provide your vendor with corporate standards for online material and access to your LMS for compatibility testing. Do this early. Don’t consume budget on last-minute hassles with LMS connectivity.

6. Manage all class logistics from enrollment through room setup and materials reproduction internally. This is administrative work – don’t pay external consultants for busy work.

7. Document the job roles of system users and the tasks they will perform in the system. Provide your training developers with flowcharts or use cases that delineate job roles and process boundaries.

8. Assign one or more experts from the development/ configuration team to answer questions about the details of your customizations so that your training team or vendor can quickly document and prepare accurate scenarios. Don’t make them waste their time searching for answers.

9. Provide the training team with realistic training data for use in training classes – don’t make them spend their time searching for data.

10. Develop a team of super users who can attend classes (or stop in at scheduled intervals) to answer process-specific questions that might stump the stand-up trainers.

I know what you might be thinking: many of these items don’t seem like traditional cost-cutting measures. Assigning a member of the development team to training, for example (#8), sounds like a cost increase.

And it’s true, in the short run, some of these items might actually cost money. The trouble is, shortcuts in these areas will end up costing the company thousands – or millions – in lost productivity, errors, and re-work. (The term penny-wise and pound-foolish comes to mind).

In the end, it’s not just about the cost of training – it’s about cost of training’s impact on the organization.