From Cozy Coupe to the Real Deal: Why Training is the Key to Success Table of Contents Share From Cozy Coupe to the Real Deal: Why Training is the Key to Success Twenty-five years ago, almost to the day, I was the picture of pure excitement. It was my 15th birthday, and I was standing in line at the DMV, ready to get my driver’s permit. After years of studying car magazines, playing with Matchbox cars, and perfecting my laps around the house in my Cozy Coupe, I was convinced I was ready. I couldn’t wait to slide behind the wheel of the family’s 1998 Saturn SL2, pop in my Discman-to-tape-deck converter, and blast Led Zeppelin. Best of all, in my fantasy world, the state of Illinois and my parents would recognize my extensive “training” and let me skip driver’s ed entirely. Unfortunately, despite my best efforts—including a PowerPoint presentation decked out in dazzling WordArt—there was no getting around the most critical part of learning to drive: actual training. The same logic applies to enterprise-wide software systems like ERP and CRM systems. No one in their right mind would toss a teenager the keys to a car without lessons, yet many organizations hand over a brand-new system without providing real training. What looks easy from the passenger seat can be overwhelming and dangerous when you’re in the driver’s seat. The Classic Excuses We’ve all heard them. Maybe we’ve even said them: “They’ll figure it out once they play around with it.” “Just send a write-up with some screenshots.” “We’ll hold a quick Teams meeting and call it a day.” This kind of thinking is short-sighted and, frankly, a disaster waiting to happen. Training isn’t just a checkbox—it’s an opportunity to ensure a successful implementation. Skimping on it is like skipping driver’s ed and expecting no one to crash. Why Intensive Training is Non-Negotiable? 1. Preparation The last thing management or a VAR wants on go-live day is a room full of people standing around in a panic. Training helps users get familiar with the system, understand processes, and recognize why certain decisions and features were implemented. 2. Buy-In Most users are skeptical of any system upgrade. “Everything was working fine before—why do we need this?” Training is the time to turn skepticism into excitement by showing users how the new system will actually make their lives easier. 3. Collaboration System upgrades often feel like marching orders from the C-suite, which can create resistance. But training turns the transition into a shared effort. When employees feel involved, the upgrade becomes a team-building opportunity instead of a source of frustration. 4. Reprieve A well-trained team reduces the burden on both management and the VAR. When multiple employees understand the system, they become in-house resources, making troubleshooting and ongoing training much easier. 5. Course Correction Hands-on training gives decision-makers direct access to the people who actually use the system. These frontline users often catch potential issues, risks, and areas for improvement—something that, of course, was totally covered in the pre-project surveys and documentation. (Right?) Building an Effective Training Approach There’s no one-size-fits-all method for training because corporate cultures vary. What works for a small industrial manufacturer won’t necessarily work for a multinational chemical company. That said, the most effective strategy I’ve seen (outside of the training method I once tried to sell before the state of Illinois shut me down) is getting on the floor with the users: Get to know them. Become someone they can approach without fear of reprimand or embarrassment. Explain why the system is changing—not just how. Walk through real-life examples. Listen to their concerns and answer their questions (seriously, don’t flake on this). And for the love of all that is good, be encouraging! If a user figures out a process on their own or explains a workflow correctly, celebrate it. That kind of enthusiasm spreads, and before you know it, the whole organization is engaged. Training is the Key to Success A well-managed, comprehensive training program will make or break a system implementation. When users are empowered and the “because management said so” barrier is removed, companies build stronger systems, foster collaboration, and turn employees into system experts. Plus, leadership and the implementation partner gain a more proactive, informed workforce, making go-live far smoother. So don’t just toss the keys to your team and act surprised when someone crashes through a chain-link fence. Train them first. About the Author Matthew Newcomb is an experienced and certified Microsoft Dynamics AX & 365 Supply Chain Functional Consultant, specializes in Advanced Warehousing and Production, who’s been navigating the twists and turns of ERP implementations long enough to know that training makes all the difference. As a functional solution architect, business analyst, and project wrangler, he helps companies get the most out of their Microsoft Dynamics solutions—without the headaches. When not untangling digital roadmaps, you might find Matt getting the Led out. Author: Matthew Newcomb Senior Solution Consultant Icon-linkedin Share Latest Posts You might also like:
If You Sense Problems in Your D365 Implementation, You Probably Have Them Table of Contents If You Sense Problems in Your D365 Implementation, You Probably Have Them ERP implementations are complex. Delays, budget overruns, and lack of progress don’t just happen randomly. If you’re noticing signs of trouble, chances are the problems already exist—and they’re growing. Most organizations don’t take action until issues become unavoidable. By then, recovery is costly, timelines are unmanageable, and executive confidence is eroding. The key to avoiding major failure is recognizing the warning signs early and acting before it’s too late. Top 5 Warning Signs Your D365 Project Is in Trouble 1. Unclear Business Objectives When asked, can your team articulate the business goals behind the implementation? If there’s hesitation, it’s a problem. A project without a clear, well-communicated vision will drift—features will be built that don’t serve the business, priorities will shift unpredictably, and leadership will struggle to measure success. What this leads to: Endless revisions and scope changes Disconnected business and technical teams A system that is functional but not useful 2. Persistent Project Delays Without Justifications Delays happen, but they should always have a clear reason and a corrective action plan. If deadlines are constantly shifting and explanations are vague, the project is already losing control. Endless revisions and scope changes Disconnected business and technical teams A system that is functional but not useful What this leads to: Rising costs with no clear ROI Low confidence from leadership and stakeholders Rushed decisions leading to poor implementation quality 3. Gaps in System Design and Customization A well-implemented ERP system should align with your actual business processes—not force users into workarounds. If teams are struggling with usability, or the system feels unnecessarily complicated, design issues may be at the core. Common red flags: Over-customization – When simple processes require excessive modifications, creating unnecessary complexity Under-customization – When critical business functions are missing, forcing teams to operate outside the system Lack of user input – Functional teams weren’t involved in the design phase, leading to misaligned workflows 4. Poor Testing and Quality Assurance Rushing through testing to keep the project “on track” is a critical mistake. If user acceptance testing (UAT) is inconsistent, errors keep resurfacing, or teams don’t trust the system, your project isn’t ready for go-live. Key risk areas: Unidentified integration issues with other systems Missing or incorrect data migration, leading to reporting errors Incomplete training, leaving users unprepared for real-world use 5. Low User Adoption and Resistance to Change The best ERP system is useless if people don’t use it. If end users are hesitant, reverting to old processes, or complaining about the system’s usability, adoption problems are emerging. This often happens due to: Inadequate training – Users weren’t prepared, so they default to manual workarounds Process misalignment – The system doesn’t fit their workflow, leading to frustration Lack of executive buy-in – Leaders haven’t reinforced the value of the system Cost of Ignoring the Signs These warning signs don’t fix themselves. The longer issues go unaddressed, the higher the recovery costs – both in budget and in business impact. If your D365 project is showing any of these signs, the best move is to act now. A structured, expert-led project assessment can uncover risks, define corrective actions, and reset the implementation on the path to success. Turning a Failing Project Around At Ascent Innovations, we specialize in rescuing D365 implementations before they spiral out of control. Our structured approach focuses on: Pinpointing root causes – A comprehensive project audit to identify critical gaps Developing a risk mitigation plan – Addressing overlooked requirements, system misalignment, and leadership gaps Rebuilding confidence – Establishing a realistic, achievable path to go-live with full executive alignment Fix the Problems Before They Cost More If you’re sensing trouble, it’s not just intuition—it’s a sign to act. A failing ERP project can drain resources, disrupt operations, and damage executive confidence. The sooner you assess the risks and take corrective action, the lower the cost and impact of recovery. Experience has no alternative. If your D365 implementation is off track, we can help you get it back under control—before it’s too late. About the Author Kalyan Kumar is a Senior Consultant for D365 and AX implementations with a track record of over 30 successful ERP rollouts across industries, including manufacturing (discrete and process), service, trade and distribution, construction, real estate, and government. Kalyan Kumar Senior Consultant for D365 Latest Posts You might also like:
Getting D365 Right the First Time: Why Fundamentals Matter Table of Contents Getting D365 Right the First Time: Why Fundamentals Matter ERP implementations are among the hardest things a business can do. They touch every part of an organization, bringing both transformation and disruption. The difference between success and failure often comes down to one thing: getting the fundamentals right. I founded Ascent Innovations because I’ve seen firsthand what happens when an ERP project doesn’t have the right leadership, expertise, and structure behind it. The truth is, a D365 implementation is not the time for trial and error. It’s like choosing a surgeon for heart or brain surgery—you want to know the expert you trusted will be there, not handing things off while they go golfing. At Ascent, we don’t just advise from the sidelines. I personally hire, train, and work alongside our team, ensuring that every project benefits from real experience—not just certification exam course prep level knowledge. Why the Details Matter D365 should be a game-changer for your business, but only if the foundation is solid. That foundation comes down to four things: Data – If your data is wrong, everything built on top of it will be wrong. Processes – ERP should support your business, not force you into workarounds. Integration – Systems need to talk to each other, otherwise efficiency breaks down. Analytics – If you can’t trust your reporting, you can’t make informed decisions. If any of these are overlooked, rushed, or mishandled, the result is the same—delays, budget overruns, and a system that doesn’t deliver what was promised. The 5 Most Critical D365 Implementation Fundamentals 1. Data Accuracy and Migration Your ERP is only as good as the data inside it. Messy, incomplete, or inaccurate data leads to incorrect reports, broken workflows, and user frustration. What Needs to Happen Data cleansing before migration—not after problems surface. Structured mapping to ensure all critical relationships stay intact. Rigorous validation to prevent surprises post-go live. Data translations and transformation for accuracy and efficiency. 2. Business Process Alignment ERP success isn’t just about technology—it’s about how your business operates. If key workflows aren’t well-defined and integrated, the system will never fully support your team. What we focus on: End-to-end process analysis – Understanding how departments interact. Fit-gap assessments – Identifying where D365 meets your needs and where adjustments are required. Thoughtful customization – Only where it adds business value, not adding complexity. 3. System Integration An ERP does not operate in isolation. It needs to connect seamlessly with everything from CRM and eCommerce to payroll, warehouse management and other external systems. Where failures happen: Incomplete integration planning leading to manual workarounds. Weak data mapping that creates reporting discrepancies. Delayed testing that uncovers issues too late. How we solve it: Early-stage integration planning to map system dependencies. Test-driven validation to ensure real-world functionality before go-live. Scalable architecture that grows with your business. 4. Reporting and Analytics Decisions should be based on real-time, accurate data. If leadership cannot trust the numbers coming from the system, they will revert to spreadsheets—and the entire ERP investment loses its value. What matters: Finance and supply chain reports need to be accurate from day one. Role-based dashboards so each team sees relevant insights. Data governance policies to prevent long-term reporting issues. 5. User Readiness and Training Even the best system fails if people do not know how to use it. Training is not an afterthought—it is a core part of success. Our approach: Power users trained early to act as internal champions. Train the trainers – power users will become the go-to users for their respective department as first level support Practical, role-specific training instead of generic system overviews. Post-go-live support to ensure long-term adoption. Why Leadership and Experience Matter D365 implementation is not a textbook exercise. It’s a complex transformation that requires leadership, foresight, and real experience. This is why I still practice, mentor, and work alongside my team—because when problems arise, leadership should be in the room solving them, not just checking in. At Ascent Innovations, we believe ERP should be predictable, rewarding, and successful—but that only happens when the right fundamentals are in place from the start. Let’s Have a Conversation I encourage you to explore our website and see how we approach D365 projects, but there is no substitute for a real conversation. If you are considering implementation, or if your current project is not where it should be, we would welcome a conversation. Even if, for whatever reason, you do not choose us—and we hope you do—our mission is always your success. About the Author Sohena Hafiz is the Founder and CEO of Ascent Innovations, with 20 years of experience in Microsoft Dynamics and 16 years leading ERP implementations. She has been directly involved in 50+ ERP projects, including 30+ in D365, across industries like industrial equipment, steel fabrication, food manufacturing, banking, recycling, retail, and the public sector. Sohena Hafiz President Icon-linkedin Latest Posts You might also like: