10 Steps for Effective and Impactful Procurement Software Training for Teams


May 25, 2022 | Leadership diaries



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Stawan

May 25, 20223 min read


Train procurement team on procurement software to improve processes. Offer hands-on training, assign mentor, provide ongoing support, regularly scheduled sessions, custom training materials, real-world scenario training and make it a part of onboarding. Ensure team's effective use of software for successful procurement.


Training your team on using procurement software is an important step in ensuring the success of your procurement processes. IBM, Coca-Cola, and Amazon are some examples of companies that have trained their teams on procurement software. The training included topics such as how to use the software's features and functions, how to create and manage purchase requisitions, and how to analyze and evaluate supplier responses. 

Here are some tips for effectively training your team on using procurement software: 

  • Start with the basics: Begin by providing your team with an overview of the procurement process and the software's main features and functions. This will give them a solid foundation to build upon as they learn more advanced features. 
  • Provide hands-on training: Allow your team to work with the software hands-on. This will help them become familiar with the software's layout navigation and will help them understand how to use the software in real-world scenarios. 
  • Assign a mentor: Assign a mentor or a subject-matter expert to work with your team during the training period. This person can provide additional guidance and answer questions that your team may have. 
  • Provide ongoing support: Training shouldn't end once the initial training period is over. Make sure to provide ongoing support to your team to ensure that they can continue to use the software effectively. 
  • Offer training sessions regularly: Schedule regular training sessions to ensure that your team is up to date with the latest features and capabilities of the software. 
  • Create training materials: Create training materials like videos, presentations and user manuals, to provide your team with a reference guide to refer to in case they need help. 
  • Tailor the training to your team: Tailor the training to the specific needs of your team. This will help ensure that your team gets the most out of the training and is able to use the software effectively. 
  • Encourage feedback: Encourage your team to provide feedback on the software and the training. This will help you identify any areas that need improvement and make necessary changes. 
  • Train on real-world scenarios: Training on real-world scenarios is the best way to prepare your team for using the procurement software. Create mock scenarios that are similar to the real-world situation to give them a feel of how the software is going to work in real-world scenarios. 
  • Make training a part of onboarding: Make the training on procurement software a part of the onboarding process for new team members. This will ensure that new employees are able to use the software effectively from the start. 

IBM, Coca-Cola, and Amazon are some examples of companies that have trained their teams on procurement software. The training included topics such as how to use the software's features and functions, how to create and manage purchase requisitions, and how to analyze and evaluate supplier responses

In conclusion, training your team on using procurement software is an important step in ensuring the success of your procurement processes. Start with the basics, provide hands-on training, assign a mentor, provide ongoing support, offer training sessions regularly, create training materials, tailor the training to your team, encourage feedback, train on real-world scenarios and make training a part of onboarding will all help ensure that your team is able to use the software effectively. 

FactWise Source-to-Pay has been built with a strong focus on the end user – our current users love how it simplifies complex processes into intuitive workflows that do not require complex trainings, and also allow customizations on-the-go. There is a comprehensive Help section with detailed guides and product walkthroughs with which teams can design internal training programs that best suit their requirements. It is entirely self-serve: individuals and teams can onboard themselves to FactWise with their data immediately at no cost, and if required, we can seamlessly integrate with ERP or other systems within a couple of weeks. 


About the Author

Stawan is the founder and CEO of FactWise. Before founding FactWise, Stawan was the NA TMT-Procurement Leader at McKinsey. Passionate about procurement, Stawan has 15 years’ experience in enabling clients of all sizes to achieve business impact via procurement.


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