SyteLine Training: Curriculum and Learning Paths for Every Role

Role-Based Training Tracks

Different user roles interact with different SyteLine modules and forms, making a one-size-fits-all training approach wasteful. Define training tracks for end users, power users, IT administrators, and executives, each with distinct depth and focus. Map each track to the specific SyteLine forms, workflows, and reports that the role touches daily.

• End users: task-specific training on the 5-10 SyteLine forms they use daily with hands-on exercises
• Power users: deeper module knowledge including reporting, inquiry forms, and cross-module workflows
• IT administrators: SyteLine system administration, security configuration, and Mongoose server management
• Executives: Birst dashboard training and SyteLine KPI configuration for operational visibility
• Super users: train-the-trainer program covering all modules to serve as internal first-line support

Training Delivery Methods

SyteLine training effectiveness depends on delivery format as much as content. Instructor-led sessions with a sandbox environment produce the highest retention. Recorded sessions provide on-demand reference but lack interactive correction.

The most successful programs combine live workshops for initial learning with recorded content and quick-reference guides for reinforcement.

• Instructor-led workshops using a dedicated SyteLine training environment with sample data
• Infor Education e-learning modules on Infor Campus for self-paced foundational knowledge
• Recorded screen-capture walkthroughs of company-specific SyteLine processes and configurations
• Quick-reference cards: one-page PDF guides for frequent SyteLine tasks pinned at each workstation
• Sandbox access: give users a safe environment to practice SyteLine transactions without production impact

Measuring Training Effectiveness

Training programs without measurement devolve into checkbox exercises. Track SyteLine-specific metrics before and after training to quantify impact. Support ticket volumes by module, data entry error rates, and time-to-complete common transactions provide objective evidence of training effectiveness and identify modules needing additional investment.

• Baseline support ticket counts by SyteLine module before training and measure reduction at 30, 60, 90 days
• Track data entry error rates in SLCos, SLPos, and SLJobmatls tables as accuracy indicators
• Measure average time-to-complete for key transactions like customer order entry and purchase order creation
• Conduct post-training competency assessments aligned with role-specific SyteLine skills checklists
• Survey user confidence levels on a 1-5 scale for each SyteLine module covered in training