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Team Training & System Adoption

CBIZ Technology turns enterprise resource planning (ERP) implementation into measurable business value by equipping people to use ERP confidently after go-live.

System Adoption

Work more efficiently, make better use of system features, and reduce routine support requests with confident ERP users. CBIZ Technology ERP training services can help you streamline processes and implement more productive workflows.

Our expert-led enterprise resource planning training solutions address what each team member needs to know and where knowledge gaps exist. With role-based training and needs assessments, you can rely on targeted support that addresses your specific demands and challenges.

Accelerate productivity with training that helps each role make the most of your ERP. Shorten the learning curve and gather measurable data to support your organization through change management or the integration of a new enterprise system.

Strategic Technology Solutions for Lasting Success

Our Services

Our approach connects training content to your organization’s ERP goals.

construction

Role-Based Training

We conduct needs assessments and tailor training materials by role, branded for your organization.

Manufacturing

Change Management Support

Adoption is about more than implementing new technology — it’s also about helping people adapt.

Distribution

Project-Aligned Rollout

Our training initiatives are tailored to your team and timelines, minimizing downtime and improving financial gain.

Non-profit

Platform-Specific Enablement

Instead of offering generic ERP training, we provide support for specific platforms so your people can learn based on the systems they actually use.

Meet Our Strategic AI Consulting Leadership Team

David Mustin

David Mustin

Managing Director, ERP & Finance Transformation

Lisa Ricardo

Lisa Ricardo

National Leader, ERP & Finance Transformation

Justin-Van-Druff

Justin Van Druff

VP, Business Development

Why Choose Us?

Unlike an off-the-shelf or siloed training solution, our team training and system adoption services for ERP offer:

  • ROI-driven outcomes: CBIZ Technology uses training metrics to show how users engage with the system, where adoption is improving, and which workflows may need more support.
  • Vendor-centered trainers: Whether you are implementing Oracle NetSuite, Sage Intacct, Sage 100, Acumatica, Microsoft Dynamics, or other ERP platforms, you can rely on our team to support your process with in-depth knowledge and hands-on experience.
  • Hyper-customized solutions: Employees focus on the ERP tasks, workflows, and features they use in their roles. We use metrics such as time-to-competency, first-time-right rates, and post-training usage to identify knowledge gaps, refine training, measure adoption progress, and connect training to workflow performance.
  • Complete ERP support: Our team evaluates your organizational needs and goals and offers ERP user adoption consulting. We then design, develop, and deliver ERP training and implementation services based on your requirements. We can also manage the implementation of your ERP.

Frequently Asked Questions

Can you train my team to use AI in my ERP?

Yes. Where AI-enabled ERP features are available, CBIZ Technology can help your team learn how to use them for tasks such as forecasting, analytics, and automated invoicing.

How long does ERP training take?

Timelines for ERP training and adoption depend on your team’s current proficiency, your goals, and the configuration you’re using. Our goal is to support seamless integration of your new ERP configuration into daily workflows, and we work with you to develop a timeline. 

Why shouldn’t I just have my team watch some how-to videos to familiarize them with ERP?

Video-only training may leave employees with broad information instead of the role-specific guidance they need to apply ERP features in daily work. Self-paced video training may not fully support ERP adoption on its own because it can be a passive form of learning. 

Train for ROI

Drive measurable ERP adoption with customized training. Engage with our experts for a customized plan.

Strategic Technology Solutions for Lasting Success
CBIZ Technology
Corporate Headquarters

68 South Service Road, Suite 300 Melville, NY 11747
877-454-0039

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