Grappling with new software and digesting a massive user manual is not much fun, particularly if you don’t work in IT.
Having successfully installed and set up your new software we want to ensure that you start getting the very best from it as soon as possible. We will not leave you to flounder, we can provide optional training for : Opera 3. Opera II, Pegasus XRL, Capital Gold, Excel, SuiteCRM and WordPress.
In-house, individual or grouped, made-to-measure
Ivy will deliver training directly to your end-users to underpin the internal processes within your business. These training sessions can be in small groups or to individuals; at your office or ours – you decide. We are even happy to work with you at your desk. Training is a continual process until your system is efficiently used.
Re-training and refreshers
From time to time your users may require re-training. For example new modules may have been added or the system reconfigured, or maybe you have new employees. Our Ivy consultants will plan, prepare and deliver a course around their needs.
Accounting applications all do the same things in simple book-keeping terms. Pegasus Opera is no different and works in a very traditional bookkeeping fashion but it is capable of going way beyond simple bookkeeping. Pegasus Opera is a very comprehensive business intelligence system and, on average, we actually use little of what it has to offer.
Pegasus Opera 3 & Opera II
- Basic overview of the application to get you started
- Individual Modules within Pegasus eg. Sales Order Processing
- Payroll Training, including getting started through to Payroll Year End.
- Month and Year End Procedures
XRL – Excel Reporting Layer
Write your own reports in XRL with our assistance, so we can get you started and then you can take it from there. It’s often easier to start with something and adapt it as you go. We offer you:
- XRL Intermediate and Advanced training
- Excel Intermediate and Advanced training
Often the limitations in what you can achieve in XRL are down to your Excel skills, so we will discuss this with you prior to any XRL Training to make sure you will achieve what you need out of the training.
Training is available for Capital Gold Accounts, Capital Gold Payroll, Lite, Standard and 300. We can also cover Job Costing, Electronic Payments and Factoring with or without EDI.
Your tailored training package may include any or all of the following:
- SuiteCRM basics
- The Sales Process, Suspects, Leads and Opportunities
- Quotations and Products
- Contract Management and Billing
- Time and Case Management
- Target List Preparation
- Email Templates
- Email Campaigns and Results
- Reporting features
Having designed and built your WordPress website for you, we want to ensure that you are able make use of your ability to make instant, quick changes whenever you need to. We can design a training programme that encompasses as much or as little as you would like to learn about maintaining your new website – depending upon your level of interest and technical know-how.
Whatever your skills gaps, we can formulate the right level of training for you and your staff – ensuring that your business is best equipped to handle today’s business process challenges.