EVO21 Training plan 1

Pastel Evolution

Training Plan

EVO21 Training plan 2

Contents

End User Training .......................................................................................................................................... 3

Training ....................................................................................................................................................... 3

Goals of End User Training ........................................................................................................................ 3

Training Content ......................................................................................................................................... 3

End User Training Schedule ...................................................................................................................... 4

End User Training Materials ....................................................................................................................... 4

End User Training Environment ................................................................................................................. 4

Administrator Training .................................................................................................................................... 5

Training ....................................................................................................................................................... 5

Goals of Administrator Training .................................................................................................................. 5

Training Content ......................................................................................................................................... 5

Administrator Training Schedule ................................................................................................................ 5

Administrator Training Materials ................................................................................................................. 6

Administrator Training Environment ........................................................................................................... 6

EVO21 Training plan 3

End User Training

Training The Solution for Training was created specifically to support the content and rollout of Pastel Evolution at [Customer name].

In order to support the training efforts, a Change Management Communication Guide is included in the Pastel Evolution methodology toolset.

Goals of End User Training Successful end user training is one of the key success criteria for the Pastel Evolution implementation project. The goal of end user training is to give each end user a detailed understanding of Pastel Evolution and the ability and readiness to independently navigate through the system. End users have to be prepared to use Pastel Evolution for daily productive business transaction processing in their area.

Training Content End-user training can be provided either in a classroom setting, as e-learning courses provided by Pastel Evolution, or in one-on-one sessions. The exact training sessions and end user should participate in depends on their role and responsibilities in the organization. Duration and training needs are highly depend on exact tasks the user will perform and previous software expertise.

Estimated duration of classroom training

Training contents 1-7 users 8 or more users

System Overview:

Basic navigation

Drag & Relate

Document editing

2 hours 2 hours

Financials:

Chart of accounts

Financial accounting (GL, AP, AR)

Period closing

Banking

Reporting

3 hours 4 hours

Sales:

Sales opportunities and CRM

Sales and deliveries

Business partners

Items and pricing

Reporting

4 hours 5 hours

Purchasing:

Purchase orders

Business partners

Items and pricing

Reporting

2 hours 3 hours

Production and operations:

Inventory

Items

Production

2 hours 3 hours

EVO21 Training plan 4

MRP

Reporting

Service management:

Service calls

Reporting

CRM

2 hours 2 hours

Human Resources:

Employee master data

Reporting

1 hour 1 hour

Estimated total classroom training time 16 hours 20 hours

End User Training Schedule End user training will be held from MM/DD/YYYY to MM/DD/YYYY from 9:00 am until 4:00 pm. A detailed training plan and materials will be provided during the course.

End User Training Materials The following materials are available for end user training:

PowerPoint presentation about system functionality available on the Partner Portal. The presentation can be edited as needed

End user documentation (Business process procedures)

Exercises and solutions - available on the Partner Portal. Editing will be necessary if you wish to use the customers test system.

Pastel Evolution e-learning courses available on the Customer Portal

End User Training Environment

End user training can be conducted at the customer site working with the customer test system on customer equipment.

EVO21 Training plan 5

Administrator Training

Training This training solution was created specifically to support the content and rollout of Pastel Evolution at [Customer name].

In addition to the Pastel Evolution administrator training, we recommend that the technical team attend courses at one of the Pastel Evolution training centers to include general system and database administration.

Goals of Administrator Training Successful administrator training is crucial for the initial implementation of Pastel Evolution and especially for the smooth ongoing operation of the system. The goal of administrator training is to give the administrator the ability to independently perform routine database and system maintenance tasks, apply system patches, provide first level user support, and troubleshoot the system. As a result, we recommend that the administrator also attend all or part of end user training.

Training Content Administrator training can be delivered in a classroom setting, as e-learning courses provided by Pastel Evolution, or in one-on-one sessions. If training will be delivered in a classroom, administrators should attend the following training sessions.

Training contents Estimated classroom training duration

System Overview:

Basic navigation

Drag & Relate

1 hour

System maintenance:

Database backup and restore

Network connectivity

Upgrades and patches

Using the Pastel Evolution customer portal

Using OSS

1.5 hours

System administration:

System initialization

System setup

Data import/export

License administration

User administration and authorizations

1.5 hours

Estimated total training time 4 hours

Administrator Training Schedule End user training will be held from MM/DD/YYYY to MM/DD/YYYY from 9:00 am until 4:00 pm. A detailed training plan and materials will be provided during the course.

EVO21 Training plan 6

Administrator Training Materials Following materials will be used for administrator training:

PowerPoint presentation about system functionality available on the Partner Portal. The presentation can be edited as needed

Exercises and solutions - available on the Partner Portal. Editing will be necessary if you wish to use the customers test system.

Pastel Evolution e-learning courses available on the Customer Portal

Pastel Evolution Guides and How-To documentation

Administrator Training Environment Administrator training will be conducted at the customer site working with the customer test system on customer equipment.