Instructor-led training is included

Description

Instructor-led training in Corporate Performance Management (CPM) software is a crucial exercise to encourage user adoption of the system. These sessions allow users to ask questions, share their screen, and have an interaction that is above and beyond simple videos.

Example Use Case

Scenario: A mid-size company adopts CPM software to streamline its financial and operational planning. The staff, however, have varying degrees of technical expertise and the software's interface and capabilities are relatively unfamiliar to them.

Solution: The software vendor offers instructor-led training that begins with basic orientation and gradually expands into more complex functionalities. The finance team, for instance, gets trained on budgeting and forecasting features while the sales team learns to interpret the dashboard analytics of sales data. The gradual, role-based training facilitates an organization-wide efficient use of the CPM software.

Considerations

A mature vendor should have full training manuals, hands-on exercises, and follow-up materials. Training is often broken down into groups and is specific to where the customer is in their implementation. For example, before implementation starts, specific admin users from finance may be asked to attend training that is general to the product. This will enable them to be more effective during implementation. Once the implementation is complete, that would be the appropriate time to bring in non-core users who will learn the application in its final form.

Questions to Ask a Vendor

• Pre-Work: What kind of training should we attend before implementation begins?
• Training Framework: How comprehensive is your instructor-led training? Does it cover basic to advanced functionalities of the software?
• Tailor-Made Training: Can the training be customized as per the needs and capabilities of our team?
• Post-Training Support: What kind of post-training support do you provide? How can we reach out for help when facing issues?
• Training Material: Will we have access to training manuals, guides, or videos for future reference and learning?