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新品云 ERP 正式上线,几分钟开通专属实例

培训

理解业务流程,让团队用好系统

从公开的实施培训讲义开始,了解 ERP 上线前后的流程、数据与人员准备。

课程大纲

The outline of our internal implementation-training course: in projects, client-team sessions are tailored from it, and the materials and exercises are delivered with the course.

“SaaS ERP Implementation · Foundation”

Getting ready

  1. Preparations
  2. PrerequisitesA working grasp of ERP concepts and double-entry bookkeeping is recommended first.
  3. Learning environmentUse the practice environment and the system manual — never practise on production.
  4. Pre-course quizA short quiz on the prerequisites, to calibrate the starting point.

Implementation method

  1. The implementation method
  2. Guiding principlesPace yourself, understand processes, respect data, train well, plan ahead, review regularly — published as a long-read.公开长文
  3. Project managementImplementation is a complex project: a complete plan first, then resource coordination and milestone control.
  4. User trainingOperation training, dress rehearsals, going live — user capability is built in training.公开长文

Business and system

  1. Business processes
  2. System settings
  3. Access control
  4. Working standards

Data and improvement

  1. Data quality
  2. Continuous improvement
  3. Final assessment

按角色的学习路径

从公开材料开始:业务用户读用户手册,管理员先理权限,实施参与者理解方法。

公开培训资料

以下资料来自开石已发布的实施经验文章,可直接阅读,无需报名。

项目中的用户培训与上线支持

培训是实施交付的一部分。具体内容应围绕团队的实际角色、业务场景与上线准备共同确认。