User Training

Once you've completed the Solution Design phase of your GoldFinch implementation, your Sandbox Org should be fully configured to match your company’s business processes. Now is the time to begin training your users on how to enter master data and process business transactions within the system.

Training Resources

GoldFinch provides a variety of comprehensive training documents and videos for customers. These resources include detailed, step-by-step instructions for performing nearly every task within GoldFinch, making them an excellent starting point for your user training.

User Training Approaches

1. Train-the-Trainer Approach
   Often, a GoldFinch Implementer will train your Project Lead or Super User. These trained individuals will then take responsibility for training the rest of your team. This method ensures that your internal team has in-depth knowledge of the system, and the Super User can continue providing guidance after implementation.

2. GoldFinch-Led Training
   Alternatively, you may prefer to have a GoldFinch Implementer directly train your users. This approach allows for expert-led training sessions that can be tailored to your company’s specific needs, ensuring that all users receive consistent instruction.

Next Steps

Once training is complete, your users will be equipped to handle data entry and transaction processing confidently. As you move closer to go-live, consider running real-life test scenarios in the Sandbox Org to ensure all users are comfortable with the system before transitioning to the Production Org.

By using a structured training plan and the available resources, you can ensure that your users are well-prepared for a successful GoldFinch implementation.