Transformation, training and trust

Kate Watson • May 11, 2021

Key considerations when planning training

Putting me in the cab of a JCB and saying 'on you go' is not something anyone sane would do. However, all too often the end-user training on a transformation is an afterthought, sometimes not much better than my self-taught excavation skills. As a result, defeat is snatched from the jaws of a victorious transformation, due to poor adoption.

How do you avoid that?

Start early

Consider training right from the start of the Programme. At the discovery stage, capture information on what people do now; what they like/dislike about how it’s done now; and what the organisation’s comfort zones look like. “As-is” is never just an assessment of the technology – where are the hearts and heads?

Start early on building a consistent – honest! - narrative of how the new system will be better and make life easier, aiming to kindle an appetite for what’s coming. You want people to be clamouring for their training slot by the time it comes to launch.

Avoid lazy thinking

Just because 'the kids' are a whizz with social media doesn't mean that they won't be like rabbits in the headlights when presented with a new system. And a training programme that only tells them which buttons to press is no use unless it tells them why as well. Nobody will be a natural.

Show some understanding

It is also true that someone who has been there 30 years and is a whizz on the 'as is' may still be very fearful of the 'to-be'. Who wants to look and feel like a newbie where once they were an old hand?

People don't like change, full stop. Even if they have been bleating about how inefficient the old systems were, it doesn’t mean they’ll openly embrace the new. New is scary.

This is where the appetite-creation comes in. You will have been selling the benefits to everyone for some time by this stage. But make sure you’re also tolerant of and understanding about these very real fears.

Make it safe

People need to learn in a place of safety. So start early and keep it positive.

Allowing plenty of time and using non-threatening trainers will create a much more relaxed learning environment. That’s essential, because people must be allowed practise without penalty to build confidence. And nobody learns or retains anything if they’re stressed.

Also, in the run up to and in the first days of 'Go-Live', the business needs to be very relaxed about outputs. Accept imperfection - mistakes and correcting them are key to the learning process.

And what about the training teams?

Use genuinely skilled trainers

For many years, IT thought the best bet for training was to send in the Local IT Expert – the person who knew the most about the relevant piece of software or hardware. That way, any questions that arose could be answered. On the spot.

Meanwhile, back in real life, trainees don’t actually ask challenging questions about how the software works behind the scenes. They don’t want a coding expert: they want a mentor. They want someone to teach and support them as they go through the difficult task of re-learning everything they know about doing their job. Trainees are often in a place where they see the new solution as “slower” and “more work” than their familiar processes and tools. They’ll feel frustrated, exasperated and even threatened. Time to be kind.

Consequently, you’re looking for trainers with empathy, a supportive attitude and saintly patience. Charm doesn’t go amiss, either. And again, the E-word: it’s worth hiring a small training capability early, as prototypes and demos shared with focus groups and UAT volunteers can all be used as part of the engagement campaign.

Above all, you need trainers people trust.

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Many companies initially believe they can handle complex ERP implementations internally. After all, who knows their business better? Grant du Preez of Ignition Transformation looks at what to consider before deciding to go it alone: and he’s a guy who’s seen all the elephant-traps. He advises:  Don’t underestimate how complicated it will be Enterprise Resource Planning implementations are challenging under normal circumstances. When layered onto major business transformations like carve-outs or mergers, they become exponentially more complex. These scenarios introduce unique challenges, such as: · Multiple legacy systems that must be harmonised · Interdependent business processes needing careful redesign · Data migration requiring deep technical expertise · Compressed timelines driven by business imperatives · Organisational resistance amid broader change And all that is needed simultaneously… At best you might see missed business opportunities if you can’t make the speed: at worst, you’ll spend too much or possibly even see a failed implementation. Remember Transition Service Agreements (TSAs) are real rules TSAs present some of the most significant challenges during carve-outs and acquisitions. These agreements typically impose strict and legally-binding deadlines for transitioning from parent company systems. There are substantial financial penalties for delays. Hard cash. To work within TSAs, you will need: · Proven strategies for meeting TSA deadlines · Templates for identifying and prioritising critical path items · Tactics for negotiating more favourable terms when necessary · Experience balancing short-term TSA requirements with long-term system needs It’s a Matterhorn-steep learning curve if you haven’t done it before. Make sure you have just one source of truth During business transformations, competing narratives inevitably emerge. Typically, there are strands on requirements, data structures, and implementation approaches. It soon becomes 3D chess. You will need to establish what we call a "single source of truth" – authoritative references for decisions that prevent revisiting settled issues. This includes: · Documented design decisions with clear ownership · Master data governance frameworks · Process models validated by business owners · Requirements traceability matrices Without this discipline, projects often circle Heathrow, cycling through the same decisions repeatedly, wasting valuable time and resources. You need to know what’s going on You will need complete transparency across all aspects of an ERP programme. Every day, you have to be in a position to give your stakeholders an unvarnished view of: · Project status against critical milestones · Resource allocation and utilisation · Emerging risks and mitigation strategies · Budget consumption and projections This transparency creates accountability and enables early intervention when issues arise. But it can’t be a hefty administrative burden that slows progress. Get the top corridor on board You will need to secure the right level of commitment from organisational leadership and key stakeholders. You will have to be clear about the specific involvement needed at different stages. Most importantly, you will need to be listened-to when you communicate these needs to busy executives. Executive steering committees, dedicated business process owners and carefully structured sign-off procedures will help ensure decisions are made by the right people at the right time. Without this orchestration, ERP implementations often stall waiting for critical decisions or proceed with insufficient business input. Remember DIY may only LOOK like the cheaper option Whilst engaging experienced consultants requires investment, the return is substantial. Looking at dozens of implementations we've led or observed, those with experienced consultants consistently: · Complete on time or with minimal delays · Stay closer to budgeted costs · Deliver more of the promised business benefits · Create less disruption to ongoing operations Organisations embarking on ERP transformations during carve-outs, mergers, or other significant business changes face a choice: invest in experienced guidance upfront or pay far more in delays, overruns, and missed opportunities later. DIY-er, beware!
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