AX-11 · Implement
Training and adoption
Role-based sessions on your staging site, plus short procedures the team can follow after we leave the call.
Typical length: 1–3 weeks around UAT
Outcome
Each role can complete its own cycle without a consultant sharing their screen.
Who it is for
- Teams about to go live
- Sites that went live and quietly returned to spreadsheets
- New supervisors joining a live ERPNext company
What is included
- Role tracks
- Separate rooms for sales, buying, stores, production, and finance. A mixed room teaches nobody’s job.
- Practice data
- Exercises use your items and customers on a training site, then get wiped.
- Floor procedures
- One page per cycle: the documents, the status they must reach, and the report that proves it.
- Manager clinic
- Approvals, credit, stock adjustments, and what to do when a document will not submit.
How the work runs
- 01List the rolesReal job titles, not ERPNext module names.
- 02Run the practicePeople do the clicks. We do not narrate a tour.
- 03Fix the blockersA missing permission or a bad master is corrected before go-live, not after.
Deliverables
- Training plan by role
- Exercise scripts
- One-page procedures
- Attendance and open-question list