User Training - Reports -
users security

Training is an essential part of a successful implementation whether that is ERP or CRM. As a business, do not leave the training as an afterthought. Even though end users training may not happen until acceptance testing. It is worthwhile for your end users to start learning as early as possible, so there are no delays in performance.

By incorporating training elements early in implementation, you help to provide your users with basic information about the new system and the processes, whether that is through, screenshots or tutorials or even a live demo. So So when are further into the implementation and the training is more complex. Your users have a basic understanding, which ensures a rapid progression.

When it comes to end users, it is very important in knowing who, how many and which aspects of the system they will have access to. This will give you a better overview to create a training program which will be best suited to each individual rather than generic training.

Each department will need to learn how the new system will incorporate with their existing operations. Each department head will likely know what is required from training so their employees are ready to start using the new technology.

But the most important part about all of this, it works with your technological partner, it becomes invaluable. At DFSM we have a group of professionals experienced with ERP system deployments and user training. We have been providing user support for a number of years for companies of all industries. We understand the issues and hardships organisations find and we are able to work closely with you from start to finish to provide the best support to make sure your implementation is a successful one.

When dealing with financial transactions, intellectual property and customers private information. There is more increased attention for improved security measures when it comes to this information inside businesses or an enterprise, sometimes security does not receive the same consideration.

ERP systems are an example of how business can potentially neglect those aspects of the company. With vendors improving and increasing the functionality available within such systems, with a CRM or ERP, these systems may be open and more exposed to security failures.

You may be asking yourself, what concerns are there for a system breach, this could range from stoppages with production and therefore reduce the quality, and potential of theft of financial records, or customer information.

If there is one breach, there is a potential for more, due to vendors being concerned about creating the latest functions for your system, security measures become forgotten due to trying to improve productivity and efficiency of other processes.

Since Security isn’t always incorporated with an ERP solution, organisations may have to look for third-party solutions. You do get a basic level of security with an ERP, but depending on your industry needs firewalls, system & access logs and data encryption may not be sufficient. Users will find that cloud-based systems, actually offer a better level of security. Speak with your vendor to ensure your ERP is protected.

When it comes to the importance of reports and writing reports in an ERP implementation, it is often overlooked, but it is a critical step. Gaining knowledge and information is an integral aspect of an ERP implementation. With a strategic approach in combination with capable resources, your organisation will be able to reach its overall goal.

Report Writing falls into a wide range of categories, these include but not limited to Accounting, Financials, Sales, Analytics, KPI’s and Taxes. All of these categories are important when writing reports for your organisation so you have a comprehensive idea. Of your business needs, data analytics, deployment and other reporting methods.

Different Types of Reports

  1. Accounting    
    1. Invoices, Purchase Orders, Accounts Payable & Receivables.
    2. Trial Balance, Transaction Summaries, Account Activity Details
    3. Ad Hoc, Key Performance Indicators
  2. Financials     
    1. Comparative Income Statements, Comparative Cash Flow,
    2. Income Statements, Cash Flow, Budget vs. Actual
  3. Inventory
    1. Inventory Valuation Report, Inventory Value Detail Report
    2. Sales, Inventory, Profitability Analysis
  4. Tax
    1. Sales & Tax Summary Reports, Sales & Taxes Statements