Challange

A major financial institution was preparing to launch a new enterprise procurement platform to streamline its request-for-proposals (RFP) processes. The software, custom-built to align with the organization’s operational needs, was critical to managing vendor relationships, sourcing activities, and contract approvals across departments. However, as the go-live date approached, a significant gap emerged: there was no software training program in place to ensure that procurement staff and support personnel could use the system effectively.

Initially, the software integration vendor had committed to developing training materials and coaching internal “Super Users” who would, in turn, train others. But with just a few weeks left before deployment, no content had been delivered, and the internal training team lacked the bandwidth to take over. The project was at risk of delay, and leadership was concerned that users would not be adequately prepared to manage such a critical component of daily operations.

The stakes were high. Without structured, role-based training, there was a risk of low adoption, operational errors, and increased support calls. The organization needed an experienced partner who could step in immediately, assess training requirements, develop a comprehensive solution, and deliver it on time and without disrupting the launch timeline. 

Solution

Our team of training consultants was brought in to design and execute a full-scale, instructor-led software training program on an accelerated timeline. Key elements included:

• Rapid deployment, with team onboarding in just a few weeks

• Training Needs Analysis based on platform functionality and user roles

• Customized instructor-led content aligned with job-specific workflows

• On-the-job support and coaching for designated Super Users

• Flexible delivery, adapting to last-minute software changes

The training was designed for in-classroom execution and included a full suite of materials—facilitator guides, student workbooks, and job aids.

Results

Within just 6 weeks, the training initiative delivered measurable business impact:

• 100% of target employees trained before go-live

• 100% of Super Users coached and equipped to provide internal support

• All materials delivered on time and within budget

• High learner satisfaction scores and full system adoption

The organization successfully launched its procurement system with a fully prepared team and a sustainable in-house support model.