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Key steps to learn how to work with new business software

A new business system takes getting used to. A new user interface, processes that are different, searching for where that one function is now in the system, getting used to the new possibilities. When transitioning to a new business system, how do you ensure that you, the user, are fully "in control" of the system?

Make sure you understand and fully support the new way of working

A new business system brings with it a new way of working. And when done right, it's an improvement. A process is more automated, more efficient and/or more effective. If you want to be "in control" from the beginning, it is important to have a good understanding of the new way of working. So do not accept it blindly, but consciously think about it, even think along with it and then fully support working this way in the new system. Perhaps because it saves time, reduces errors, promotes cooperation or ensures more satisfied customers.

Get the most out of the workshops with the consultant

The business consultant of your software partner is the specialist on the new system, but especially on the new processes. During training sessions and workshops with the consultant, you will learn the new way of working and gain insight into the benefits. Prepare well for these workshops, be sharp and alert, and discuss what you think is important. Do not see the workshops as an annoying extra burden on top of your daily work, but as a perfect opportunity to make your work more enjoyable and to make the company more successful.

"After the go-live, you're faced with reality: that one exception in the process that you hadn't anticipated."

Train, document and teach yourself

Just the knowledge transfer by the consultant is insufficient toward the go-live with the new business system. You will have to get to work yourself. Go through the processes, test whether exceptions in processes are possible, highlight the new system from all sides and make it your own. In addition to the standard documentation from your software partner, it is also important to document yourself what you do in the system, how you do it and why. You can always fall back on that when the new software goes live.

Utilize 'training on the job' and optimize working methods

There is no better time to test the software than shortly after going live. Of course, you tested extensively before that, but this was still all you thought you needed to test. After go-live, you are faced with reality: that one exception in the process that you hadn't taken into account. Have a business consultant ready to help you through this. And use this phase to learn where the system does need to function slightly differently than previously thought. In other words, start optimizing the system and processes. After all, sitting still is going backwards!