How to Train Your Team on Epicor® Without Slowing Down Operations

Rolling out ERP training while maintaining daily operations is a balancing act. Too much downtime, and you frustrate users. Too little training, and adoption suffers. At Epicforce Tech, we’ve helped manufacturing and distribution teams implement Epicor® training that boosts performance without halting production.

In this guide, you’ll learn:

• Why operational efficiency and training don’t have to conflict

• How to design training that aligns with real workflows

• What training delivery methods work best in an ERP environment

• Practical metrics to track training impact

1. The Cost of “Business-as-Usual” Training

ERP training often gets relegated to a conference room, disconnected from daily workflows. The result?

• Operational interruptions: Teams block out hours or days, slowing critical processes

• Low retention: Learning without context is quickly forgotten

• Lack of momentum: And when users return, they’re behind on their “real” work

According to NetSuite, successful ERP training must be role-specific, on-the-job, and ongoing—not delivered as one-off events. A smarter approach is needed.

2. Align Training to Workflow: Tie Learning to Output

Instead of generic sessions, structure training around daily user workflows:

By pairing modules to actual tasks, users understand why they’re learning Epicor® actions, not just how. This approach keeps learning relevant and minimizes disruptions.

3. Employ Blended Delivery for Maximum Flexibility

Best-practice ERP training uses a mix of formats to minimize disruption:

1. Microlearning video shorts (5 to 7 minutes): Cover a key Epicor® task. Watch, perform, and pause.

2. On-demand resources: BAQ and workflow templates that reinforce lessons.

3. Hands-on sandbox activities: Real-world scenarios in isolated environments.

4. Peer learning groups: End-user champions share usage tips weekly.

5. Refresher sessions: 30-minute live Q&A after major Epicor® rollouts.

This blended model supports ongoing development while maintaining team productivity. If someone misses a session, they can catch up on their own schedule.

4. Make Training Practical: Build BAQs, Not Just Slides

Abstract lessons do not stick. Introduce training through useful tasks, such as:

• Building a “Top 10 Backlog Orders” BAQ during the session

• Simulating inventory corrections in sandbox environments

• Creating dashboards using your organization’s KPIs

Hands-on, task-based training keeps attention high and makes learning relevant.

5. Keep It Lean: Microlearning and Just-in-Time Reinforcement

Microlearning boosts retention and reduces distraction. In practice:

• Break training into short segments under 10 minutes

• Use real transactions for demonstrations

• Reinforce with quick tips like “BAQ Formula Fridays”

These small, ongoing reinforcements often drive more impact than full-day workshops.

6. Measure Training Success: Focus on Outcomes

To demonstrate ROI, track performance using metrics like:

• User adoption rates: How many employees log in daily?

• Support ticket volume: Are ERP-related requests declining?

• Processing times: Is order entry or purchase order generation faster?

• BAQ usage: Are more users building or running queries on their own?

These indicators help measure whether training is producing operational improvements.

7. Best Practices Checklist: Training Without Slowdowns

• Align sessions to downtime or light-shift periods

• Use live sandbox data, not outdated or theoretical examples

• Focus training on tasks directly connected to the user’s job

• Rotate delivery methods including video, sandbox, and group sessions

• Communicate what’s coming next in the training journey

• Gather feedback and improve content weekly

• Connect training metrics to business outcomes

8. The Epicforce Tech Difference

Epicforce Tech has helped teams across industries train on Epicor® while preserving daily productivity. We emphasize learning that solves real problems within real systems. Our approach includes:

• Building dashboards, BAQs, and workflows in sandbox environments

• Answering real-time support requests during training

• Tracking results like fewer help tickets and faster process completion times

Our training is always connected to measurable impact.

9. Ready to Build Custom Epicor® Training That Doesn’t Interrupt?

If your goal is to:

• Align ERP training with day-to-day operations

• Track training progress with metrics

• Help your team learn without losing momentum

Call Epicforce Tech at (888) 280-5585
Email us at info@epicforcetech.com
Learn more at epicforcetech.com/epicor-training

Let’s work together to build a training program that fits your team’s pace and delivers long-term results.

Conclusion

You do not have to choose between operational productivity and ERP training. When done right, Epicor® training builds long-term capabilities without slowing daily workflows. Use blended delivery, real-world context, microlearning, and metrics to ensure adoption and performance.

Epicforce Tech is here to guide you through a training process that delivers value, improves efficiency, and sets your users up for success. Reach out to start building your Epicor® training strategy today.