Are you looking for a Santi software trainer who can lead corporate training at your company? We can match you with an experienced Santi trainer who can run a virtual ERP training session for your business.
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There are many reasons why companies request training in using Santi software. They might have recently signed up to Santi and want to ensure that they’re using the software to its full potential. They might want to onboard staff members to use Santi and want a certified trainer to answer all the tough questions that the team has.
In this article, we’ll be looking at some basic information that will help you get prepared for working with a software trainer. We’ll look at Santi implementation steps, how to onboard new users, how to train admins and how to best set up permissions. We’ll also look at a sample one-day training schedule that you could tailor with your trainer and will outline our upcoming Santi online course. Let’s start with implementing Santi in your business.
To get started with Santi, an ERP software, the company should first identify its specific needs and goals. Next, they should select a team of employees who will be responsible for the implementation process. The team should include individuals from different departments to ensure a comprehensive understanding of the company’s operations. The next step is to conduct a thorough analysis of the existing systems and processes to identify areas that need improvement. Once the analysis is complete, the company should customize the software to align with its specific requirements. This may involve configuring modules, setting up workflows, and integrating with existing systems. After customization, the company should conduct extensive testing to ensure the software functions as intended. Finally, the software can be rolled out to all relevant employees, and training sessions should be conducted to ensure a smooth transition and maximize the benefits of using Santi.
For a company getting started with Santi, an ERP software, there are several types of users who would benefit from training. Firstly, the IT department would require training to understand the technical aspects of the software, such as installation, configuration, and troubleshooting. Secondly, the finance department would need training to learn how to use the software for financial management, including budgeting, invoicing, and reporting. Thirdly, the sales and marketing teams would benefit from training to understand how to utilize the software for customer relationship management, lead generation, and sales forecasting. Lastly, the operations and production teams would require training to optimize the software for inventory management, supply chain coordination, and production planning. Overall, training would be essential for all users involved in different aspects of the company’s operations to effectively utilize Santi.
1. Begin by creating a user account for each new user in the Santi ERP software.
2. Provide the new user with their login credentials, including a username and password.
3. Offer a comprehensive training session to familiarize the user with the software’s features and functionalities.
4. Provide access to relevant documentation, such as user manuals and guides, to assist the user in navigating the software.
5. Assign a mentor or point of contact for the new user to address any questions or concerns during the onboarding process.
6. Encourage the user to explore the software and practice using its various modules and tools.
7. Conduct periodic check-ins with the new user to ensure they are comfortable using the software and address any issues that may arise.
8. Offer ongoing support and training opportunities to help the user maximize their efficiency and productivity with the Santi ERP software…
To train admins of Santi, an ERP software, start by providing an overview of the software’s features and functionalities. Familiarize them with the user interface and navigation. Conduct hands-on training sessions to demonstrate how to perform common tasks such as creating and managing user accounts, configuring system settings, and generating reports. Emphasize the importance of data security and teach them how to handle sensitive information. Provide comprehensive documentation, including user manuals and video tutorials, for reference. Encourage admins to participate in online forums and communities to stay updated with the latest software updates and best practices. Offer ongoing support and periodic refresher training sessions to ensure admins are proficient in using Santi effectively.
To set up user permissions in Santi, an ERP software, start by accessing the admin panel. From there, navigate to the user management section. Create user accounts for each employee, ensuring to input their relevant details. Next, assign roles to each user based on their job responsibilities. These roles can be customized or selected from pre-defined options. Once roles are assigned, specify the permissions for each role, such as access to specific modules or functions within the software. It is important to carefully consider the level of access granted to each user to maintain data security and prevent unauthorized actions. Finally, save the settings and inform users about their login credentials and assigned permissions.
9:00 AM – 9:30 AM: Introduction to Santi ERP software, its features, and benefits.
9:30 AM – 10:30 AM: Navigating the software interface, understanding the main modules, and their functionalities.
10:30 AM – 11:00 AM: Break and Q&A session.
11:00 AM – 12:00 PM: Creating and managing user accounts, setting permissions, and security measures.
12:00 PM – 1:00 PM: Lunch break.
1:00 PM – 2:00 PM: Exploring data entry and management, including importing and exporting data.
2:00 PM – 3:00 PM: Understanding reporting and analytics capabilities, generating and customizing reports.
3:00 PM – 3:30 PM: Break and Q&A session.
3:30 PM – 4:30 PM: Troubleshooting common issues, best practices for software usage, and additional resources for ongoing support…
We have a comprehensive Santi course on our waitlist for creation. Join the course waitlist for the below course.
Course Name: Mastering Santi: An Introduction to ERP Software
Description: This online course is designed for individuals who want to learn how to use Santi, an ERP software that helps businesses manage their operations. The course will cover the basics of Santi, including how to navigate the software, create and manage accounts, and generate reports. Participants will also learn how to use Santi to manage inventory, track sales, and handle financial transactions. The course will be taught by experienced software trainers who will provide hands-on training and support throughout the learning process.
Expected Learning Outcomes: By the end of this course, participants will be able to confidently use Santi to manage their business operations. They will have a solid understanding of how to navigate the software, create and manage accounts, generate reports, and handle financial transactions. Participants will also be able to use Santi to manage inventory, track sales, and make informed business decisions based on the data provided by the software.
We’ve outlined above some of the basics of implementing Santi in your business, getting staff onboard, updating settings etc and we’ve also looked at a sample online training schedule. If you’re looking for a virtual training session or in-person, on-site Santi training, reach out using the Request Training button above. If you’d like to enrol in a self-paced, online Santi course, join the course waitlist and you’ll be the first to know when it launches.
