Webinar
Master Acumatica in Half the Time with ClickLearn
Is your business growing and ready to upgrade to a more powerful ERP? With your implementation project already time-consuming and labor-intensive, don’t you wish onboarding and user training could be automated?
Join us for an insightful webinar to learn how ClickLearn can help your team become productive from day one and master Acumatica in half the time. Mitigate one more dimension of risk during your ERP implementation and ensure your team is empowered with the tools they need to succeed.
In this webinar, you’ll discover how ClickLearn can:
- Simplify your training and onboarding processes.
- Create dynamic, multi-format training content tailored to your organization’s needs.
- Deliver real-time, AI-driven support for faster adoption.
- Reduce training time, keeping your project on schedule and within scope.
- Leverage personalized, role-based guidance to maximize user adoption.
- Help your team confidently master Acumatica, boosting productivity from the start.
Save your spot and learn how to accelerate onboarding and simplify your user training.
How to cut Acumatica training and onboarding time in half with ClickLearn
Implementing a robust Acumatica training program can be challenging for enterprise teams. Traditional methods of creating user guides and conducting live sessions often stretch onboarding timelines. However, by leveraging process recording and smart content creation tools, ERP administrators and training managers can drastically reduce the time and effort required to get users up to speed. Below, we outline how to do this — and why watching the webinar will show you how to achieve these results in practice.
Record processes to create training content faster
One of the biggest time-wasters in software training is manually writing documentation. ClickLearn flips this paradigm: instead of writing step-by-step guides from scratch, you record your actual Acumatica processes and let the tool generate the documentation for you. Simply perform tasks in Acumatica as you normally would while the recorder runs in the background – it captures every click and field entry, then automatically transforms those steps into user-friendly instructions.
From common tasks like entering sales orders or managing inventory to complex customizations, every process can be documented effortlessly in real-time. This approach ensures consistency and accuracy (since the steps are captured exactly), and it slashes the effort needed to produce training materials. In short, your team spends far less time creating manuals, and new users get onboarded faster because the training content is ready almost as soon as your process is recorded.
Pro Tip: Recording processes not only speeds up content creation, it also captures expert knowledge that might otherwise remain informal. This means your Acumatica training materials will reflect the best practices performed by your top users, ready for any novice to follow.
Generate multi-format content from a single recording
Employees learn in different ways – some prefer watching a video, others like written step-by-step guides. Preparing all these formats manually would be a massive effort. Fortunately, ClickLearn’s platform generates multiple training formats with one click. From one recording of a process, you can get all of the following automatically:
Video tutorials: Narrated screencasts showing the process (including “show me” demos and interactive “try me” simulations).
Step-by-step guides: Written documentation in Word or PDF with screenshots, perfectly cropped and annotated for clarity.
Slideshows: PowerPoint presentations for classroom or meeting-based training sessions.
By producing seven different formats from a single recording, you ensure every learner can access Acumatica training in their preferred format. New hires might start with a video to understand a workflow, then refer to a printed PDF for quick reference while performing the steps. This multi-format content generation not only saves enormous time for the training content creators, but also improves knowledge retention by catering to various learning styles. Your training library becomes instantly rich and versatile, without extra effort from your team.
Keep Acumatica training materials updated with ease
Enterprise systems like Acumatica evolve constantly – with new releases, feature updates, or process changes. Keeping training materials current is critical for effective onboarding; outdated screenshots or instructions can confuse users and slow down adoption.
With ClickLearn, you can effortlessly update your training content whenever Acumatica changes. If a screen or process in Acumatica has been modified, you don’t need to rewrite your guides from scratch – simply re-run the recorder to recapture the process on the new version. ClickLearn can automatically replace the screenshots and steps with the latest interface changes. This means your documentation and e-learning content are always in sync with your Acumatica system, even as it upgrades over time.
Staying up-to-date has two huge benefits:
1) Trainers don’t have to spend weeks tweaking manuals for each Acumatica version update, and
2) end-users always train on the exact UI they will use, which boosts their confidence and eliminates confusion.
Remember that raining is not an event, it’s a process – you can keep the documentation and training updated over time. By building easy updates into your training strategy, you ensure long-term success of your onboarding program without significant ongoing effort.
Provide interactive in-app walkthroughs for on-demand help
Even after initial training, users will have questions or forget steps, especially if they don’t perform a task frequently. ClickLearn addresses this by offering an interactive walkthrough feature embedded right inside Acumatica’s interface. This is the built-in User Experience Panel (UXP) – essentially a help sidebar within Acumatica – that users can open whenever they need guidance. This panel acts like a virtual assistant, listing the available work instructions relevant to the screen the user is currently on and even the user’s role. Users can literally “learn in the flow of work”, accessing step-by-step guidance at the moment of need without leaving Acumatica.
For example, if a sales manager is in the “Create Sales Order” screen and isn’t sure how to apply a certain discount, they can launch the embedded ClickLearn guide for that process. The system will walk them through each field with prompts or even highlight the next action to take.
These in-app walkthroughs make onboarding much more hands-on and effective: new users can follow along in real time, practicing in the live system with help looking over their shoulder (virtually). This interactive guidance also drastically reduces support tickets and “how do I do this?” questions for your internal help desk, because users can self-serve their learning. The result is a more confident, self-sufficient user base and a faster path to full productivity on Acumatica.
Extend training to external teams and partners
Another high-value takeaway for enterprise training teams is the ability to share Acumatica training content beyond just internal employees. Many organizations need to train external users – such as business partners, vendors, or even customers – on certain Acumatica processes (for instance, a supplier learning to enter orders in your system). With a ClickLearn-powered approach, you can support these external audiences with the same efficient training materials. The platform lets you publish your recorded processes to a web-based learning portal that anyone can access with the proper permissions. This means you can onboard a partner or new contractor just as smoothly as an internal hire, by directing them to the portal for guided Acumatica onboarding.
Moreover, the content can be localized into 45+ languages instantly, which is invaluable for global enterprises. Each user – whether an employee in another country or a third-party user – can learn in their preferred language, with the interface text and even voice-over narration translated. All of this is generated from the same single recording of the process, maintaining consistency. Providing a centralized training resource for both internal and external stakeholders ensures that everyone interacts with your Acumatica system correctly and efficiently. It also protects your team’s time – you create one training module and reuse it for multiple audiences, rather than delivering repetitive live training sessions for each new group.
In summary, by recording processes and auto-generating multi-format materials, keeping content updated continuously, and delivering help when and where users need it, you significantly accelerate Acumatica training and onboarding. Enterprise learning teams can cut training time in half while improving user adoption and reducing support burden.