AI + ERPNext: A 7-Step Onboarding Plan That Cuts Training Time by 50–70%

The fastest way to make ERP stick is to ship value in week one. With ERPNext + ERPy, you can give every user a coach that explains each step in plain language and can execute actions on voice or text. Here’s a practical 7-step plan you can follow immediately.

Step 1 — Define “Day-1 Outcomes”

Pick 3–5 activities that prove value instantly (e.g., create a sales invoice, receive stock, pay a supplier, run a P&L). ERPy’s plain-English prompts (“Create an invoice for ACME for $1,250”) make these outcomes achievable on day one.

Step 2 — Map Roles to Actions

List the top 3 actions per role.

• Sales: create quotation → convert to sales order → raise invoice
• Purchasing: raise purchase order → receive items → post supplier invoice
• Accounts: post payment → reconcile bank → run month-to-date P&L

ERPy can generate links to the exact forms and prefill fields to speed up completion.

Step 3 — Build “Guided Checklists” in ERPy

For each action, add a short checklist script for ERPy (e.g., fields to confirm, validations to watch, who to notify). Users can either follow the steps or ask ERPy to execute the action directly.

Step 4 — Seed Clean Masters

Import a minimal set of customers, suppliers, items, and opening balances. ERPy can validate columns and highlight missing required fields before import.

Step 5 — Run a 90-Minute “Do It Live” Session

1. Start with outcomes (“Today we will raise a real invoice”).
2. Use ERPy commands so people see the natural-language path.
3. Let each role complete one end-to-end transaction.

Step 6 — Measure Adoption Daily (7 Simple KPIs)

• 1. # of users who completed at least one guided action
• 2. First-action time (min from login → first completion)
• 3. Average clicks per action (target: −30–50%)
• 4. Corrections per action (validation catches)
• 5. Abandoned actions
• 6. ERPy executed vs. user executed ratio
• 7. Issues raised and resolved

Step 7 — Lock In Wins with Shortcuts

Pin the top commands and links to an “Action Bar” and save ERPy prompts like:

• “Create invoice for {{customer}} for {{amount}} due {{date}}.”
• “Receive items for PO {{number}}.”
• “Show P&L for this month.”

What You’ll See in Week One

• 50–70% less training time because ERPy explains every step.
• 30–50% fewer clicks thanks to direct actions and deep links.
• Higher confidence: users succeed on their first try.

Ready to try this? Request a demo login and we’ll preload ERPy with your role-based checklist so your team can execute real actions on day one.