Trends and Best Practices in

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1 Trends and Best Practices in ERP Training i Andy Klee, President Klee Associates, Inc. Andy.Klee@ERPtips.com

2 Agenda Evolution of the Training Model Aligning Training with Strategy Skills Gap Analysis ERP Training Trends Training Technologies The Future of JDE Training

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5 Cushing Anderson: The thought leader in ERP Education Impact of Training on Project Success Projects allocating 7% of the budget to training were significantly more successful than projects where only 4% of the budget went to training. Note: Average training budget reported by SAP clients on the 2009 ERPtips SAP Training Survey: 3.6% The Silent Killer: Knowledge Leakage and the Impact on Technical Skills Knowledge leakage is a silent killer and it can kill organizational performance. An IT organization s skill can be degraded by half in just six years. Impact of Training: Functional Excellence Leads to Operational Productivity Certifications represent rigorous and meaningful bodies of knowledge and deliver tremendous value high performing teams spend less time deploying and fixing solutions and spend more time maintaining and improving the systems they operate. Cushing Anderson s profile:

6 Learning and Business Strategy "The only competitive advantage is the ability to learn faster than the competition. " Arie de Geus, former Corporate Planning Director, Royal Arie de Geus, former Corporate Planning Director, Royal Dutch Shell

7 "The only competitive advantage is the ability to run faster than the competition. W. E. Coyote, Sr.

8 Strategy is about: What is Strategy? creating competitive advantage differentiation what makes your company unique? making tradeoffs knowing what your company doesn t do, helps define what it does do. Define the company s economic purpose: We have to figure out and find who we matter to. Who would care and why, if we no longer existed? The added value of our company is the value that would be lost to the world if we disappeared. Additional Resources Putting Leadership Back Into Strategy by Cynthia Montgomery, Harvard Business Review The Five Competitive Forces that Shape Strategy, by Michael Porter, Harvard Business Review.

9 Aligning Training with Business Strategy???? Soft Skills Training Hard Skills Training Sales Skills Strategy issues for the CLO Seat at the table paradox Centralized vs. decentralized approach Most are not translating changes to the business strategy into training Example: new emphasis on reducing costs CLO needs to lead the training organization to teach cost control techniques Should the CLO be in charge of all training? Or is the proper role to ensure: Capabilities of all employees and other assets are being leveraged People are aligned with business goals Company focus on business process improvements Resources Aligning training with the business: hall.com/solutions/linking_central.shtml Core principles for a CLO: com/clohollyhuntley

10 Learning Governance Improve alignment and build consensus among learning leaders and business units to increase adoption of a broadly defined learning charter. Uncover and manage risk uncover pitfalls, both known and unknown, and resolve conflict. Establish best practices to optimize organization alignment, operating processes, rules of engagement and investment justification.

11 Skills Gap Analysis Identify the critical skills needed to execute the business strategy Inventory current skills Team basis not individual Example: Upgrade from JDE Xe to 8.12 Need to reposition the company on the price/quality curve. You want to stake out a position between Wal MartandNeimanMarcus. and Marcus. Structured pricing on demand is a part of the strategy Present pricing setup on Xe weak, prone to errors. A huge amount of new functionality in Advanced Pricing, starting with 8.9.

12 Training Trends: Multiple Delivery Methods Simulations Instructor Led Training (ILT) Virtual Instructor Led Training (VILT) Self-Directed elearning Learning on Demand Social Learning Networks

13 Virtual/Classroom Mix Today 12% virtual <--> 88% on premise Younger employees actually prefer virtual training they are used to multitasking.

14 Training Trends: Technology elearning Creation software Learning Management Systems End User Performance Blended Learning Systems Live Presentation Capture/Search Audience Response Systems

15 elearning Creation software

16 Learning Management Systems Over 100 LMS are available Industry leaders include: Saba Software Plateau Systems Cornerstone OnDemand SumTotal Functionality Course administration and evaluation Skills gap tracking / competency & performance management Talent management Integration with elearning creation software Manages access to courses and classrooms SCORM compliant Delivered On premise or On demand

17 Gartner s Magic Quadrant Corporate Learning Systems

18 End User Performance Management Provides end user metrics Transaction response times System & application errors Use of the help desk Measures the end user experience

19 Blended Learning Systems With the ecampus you can rapidly develop blended learning programs that weave together e learning courses with sametime web meetings, threaded discussions and coached e assignments; and integrate the activities of learners, coaches and managers. Video at:

20 Live Capture/Search Systems Anyone have any videos of training classes back at the office? Is anyone using them? Live Capture/Search Systems: Every spoken word in a recorded class is now searchable

21 Audience Response Systems Attendees answer questions on a proprietary device instant scoring on instructor s workstation PowerPoint interface Point and Shoot Wireless, Mobile, and Internet software also available. No hardware required. Might be a good idea to create class questions first!

22 Selecting Training Technology Determine what your requirements are first. Try to look out into the future (at least 5 years). Look for standards compliant, interface-ready solutions. Best of Breed vs. Corporate Learning System Packages Do these steps sound familiar? Remember: Technology is a lot less important than strategy and execution.

23 Certification For a blog on JDE Certification go to:

24 The Future of JDE Learning: Social Networking Increased use of Social Networking tools especially Twitter In house and outside networks > quicker responses Use in the classroom Not many JDE folks are on Twitter follow Quest Web 2.0 social interaction features coming soon The goal: Creation of an online JDE/Oracle learning community Separate areas for project teams, users, and learning professionals Sandbox environment for testing new ideas and sharing solutions Unlike LinkedIn no advertising

25 The Future of JDE Learning: Content & Delivery More free stuff in front of the firewall, balanced with paid subscription content Formal training will include integration of discoverable content Greater personal responsibility for learning your future your personal learning environment/ learning environment/ A 50/50 mix of on premise and virtual training Advanced, master level classes Executive level classes Simulation and virtual reality based opportunities

26 The Future of JDE Learning: The Oracle/JDE Ecosystem Diagnostic tools help identify people p who are a good fit for project teams Skills gap analysis tools Role based training tips embedded in Oracle/JDE software Oracle University External partners providing education related solutions both technology and services The per day price of training will decline primarily with TrainingPak discounts.

27 How will Fusion Applications Fusion Applications Change JDE Training? i Evolution or Revolution? Net change or the whole enchilada? Emphasis on: Analytics Usability / User Interface Integration Packs Net new applications Initial release in 2010 Financials, Inventory, Purchasing

28 What are the top two factors in creating great learning experiences? Instructor s teaching skill Instructor s background as an implementation consultant Instructor s ability to handle real world questions Training manuals: quality and level of detail Critical knowledge taught in a limited amount of time Vendor s dedication to training as a core service

29 What really matters, doesn t change Instructor s s teaching skill Instructor s background as an implementation consultant Instructor s ability to handle real world questions Training manuals: quality and level of detail Critical knowledge taught in a limited amount of time Vendor s dedication to training as a core service

30 Meanwhile, back in the real world Training & travel budget cuts less of an issue in More training is happening informally Hunt and peck solutions not optimal Formal training $ spent will be tightly controlled Increased accountability for practical learning Leads to competitive advantage

31 Whoweare Configuration level training and knowledge for project teams, IT staff, key business users JDEtips Journal: Blog: Twitter: t LinkedIn: JDEtips LinkedIn group: Contact Andy Klee if you are interested in: Being interviewed for JDE blog on end user training Helping start a Quest Training SIG Andy.Klee@ERPtips.com ext 210 Contact Sandy Acker for JDE training or consulting requirements Sandy.Acker@ERPtips.com ext 140 See you at Collaborate 2010!

32 Future JDE Training Topics Get the most value you can from training Tips on interviewing and selecting a trainer End user training best practices for organizing, staffing, and executing end user training

33 Words to Remember "The only competitive advantage is the ability to learn faster than the competition. " Arie de Geus, former Corporate Planning Director, Royal Arie de Geus, former Corporate Planning Director, Royal Dutch Shell