Xledger Training
Successful ERP projects depend not only on technology, but also on user confidence, operational understanding and effective adoption across the organisation.
Are you and your team getting the most out of Xledger?
B-Plan provides practical, role-focused Xledger training services designed to help users understand how the system supports day-to-day operational and financial processes.
Our training approach combines product knowledge, operational understanding and real-world implementation experience to help organisations maximise user adoption and long-term value from Xledger.
Role-Based Training
Different users require different levels of knowledge and system interaction. We provide tailored training for:
- Finance teams
- System administrators
- Budget holders
- Operational users
- Approvers and managers
- Reporting users
- Senior leadership teams
Training sessions are aligned to the way your organisation uses Xledger, helping ensure users gain practical and relevant understanding.
Process-Led Training
Our focus is not simply on system navigation, but on helping users understand how Xledger supports operational processes and organisational controls. Training may include:
- Procure-to-Pay (P2P)
- Accounts Payable
- Accounts Receivable
- Budgeting & Forecasting
- Reporting & Dashboards
- Approval Workflows
- Multi-Entity Processes
- Month-End Procedures
- Financial Controls
- Management Information (MI)
This process-led approach helps improve user confidence and supports more effective long-term adoption.
Administrator & Super User Training
B-Plan also provides more advanced training for system administrators and internal support teams. This may include:
- User management
- Permissions and security
- Workflow administration
- Reporting configuration
- System maintenance
- Best practice guidance
- Operational governance
Our approach focuses on ensuring organisations can access timely, accurate and relevant information to support decision-making.
Training Delivery Options
Training can be delivered in a format that best suits you and your team. Options can include:
- Remote training sessions
- On-site workshops
- One-to-one coaching
- Group training
- Refresher training
- Scenario-based workshops
- Post-go-live support sessions
We work flexibly to support both initial implementation projects and ongoing operational development.
Supporting User Adoption
Effective training plays a critical role in successful system adoption.
B-Plan works collaboratively with organisations to help:
- Improve user confidence
- Reduce operational disruption
- Encourage process consistency
- Improve reporting accuracy
- Strengthen governance and controls
- Support long-term operational efficiency
Our approach is designed to ensure users feel supported throughout the transition and beyond
Supporting Long Term Success
Our consultancy services are designed to support customers at every stage of the Xledger lifecycle. From initial planning and implementation through to optimisation and continuous improvement.
We work collaboratively with clients to provide practical, commercially realistic guidance focused on helping organisations improve operational performance, strengthen financial control and maximise long-term value from the platform.
Why B-Plan?
With decades of experience delivering financial systems and supporting organisations across both the public and private sectors, B-Plan combines practical operational understanding with proven ERP implementation expertise. B-Plan combines:
- Financial systems expertise
- Operational understanding
- Process improvement capability
- ERP implementation experience
- Public sector and education sector knowledge
- Long-term customer partnership approach
Our focus is not simply on technology, but on helping organisations build efficient, scalable and well-controlled operational environments that support long-term success.