Successful Software Implementation Training

February 13, 2017 | Shannon Brancard

Shannon Brancard | Consulting Manager

Shannon has been in consulting since 2009 and primarily serves public and privately held companies in the education, oil and gas, government contracting, healthcare, and hospitality industries. Her expertise includes...

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Implementing new software in a business or organization often carries a high risk of failure. The reasons vary but include lack of executive and team member commitment, improper software solution selection, and poor communication and learning experience. However, with proper planning and execution, a successful implementation project can be accomplished.

Five training principles for software implementation training include:


1. Train the right people at the right time to support a successful transition to the new system before go live.
2. Align the training program with your firm’s business processes and leverage workflows, process narratives, and work instructions in design of course materials. 
3. Provide end users with a clear understanding of the purpose, importance, and benefits of adopting the new system(s) and new business processes and how to use the new system to perform key day-to-day activities. 
4. Ensure that training simulates on-the-job activities, is task based and hands on, and caters delivery to a diverse range of course participants with varying degrees of business and technical knowledge and skills.
5. Plan for ongoing training, refreshers, and follow up of both initially trained employees and new hires to ensure that the software continues to be used in the most efficient and effective manner.

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