Rolling out Epicor® ERP is a major milestone—but the true measure of success lies in how effectively your team adopts and uses it. Many businesses invest heavily in training but lack clear visibility into who’s actually learning, where users are struggling, and how to improve adoption.

In this post, Epicforce Tech offers proven, actionable tips to help organizations track Epicor® training progress and measure user adoption, ensuring that your ERP investment delivers measurable value long after go-live.

Why Tracking Training and Adoption Matters

Even the best-configured Epicor® instance can fail to deliver ROI if users:

• Don’t complete training

• Don’t apply what they learn

• Revert to manual workarounds

• Lack confidence in the system

By tracking training progress and measuring user adoption, you can:

• Identify gaps early

• Reinforce learning where needed

• Improve system utilization

• Drive consistent process execution

• Accelerate ROI on your ERP investment

1. Define Clear Training Objectives and KPIs

Before tracking anything, set clear objectives for your Epicor® training program. Typical KPIs include:

• Training completion rate by role

• Task proficiency scores (e.g., processing a PO)

• Time-to-productivity per department

• Support ticket volume post-training

 Tie each KPI to specific ERP workflows, so you’re tracking meaningful behavior—not just attendance.

2. Use a Training Tracker or LMS for Structured Monitoring

Whether you use Epicor University, custom training modules, or instructor-led sessions:

• Track who has completed what

• Log completion dates

• Set role-specific milestones

Many organizations benefit from using a Learning Management System (LMS) to structure and report on training activity.

3. Assign Ownership by Role and Department

Designate department-specific training owners (e.g., finance, supply chain, HR) who:

• Monitor completion within their teams

• Validate user understanding

• Serve as the point of contact for role-specific questions

Decentralized ownership improves accountability and aligns training with operational priorities.

4. Measure User Interaction With Epicor® Modules

Post-training, measure usage patterns such as:

• Log-in frequency

• Number of completed transactions

• Use of advanced features (e.g., dashboards, BAQs)

• Time spent in each module

Epicor® system logs, user tracking tools, and third-party analytics platforms can all support this.

5. Use Role-Based Performance Testing

Create simple performance tests for each key user group:

• Can a buyer create a PO correctly?

• Can finance close a period without errors?

• Can a warehouse manager process receipts efficiently?

Scoring these tests helps you measure not just usage, but correct usage.

6. Conduct User Surveys and Feedback Loops

User feedback is vital. Survey users post-training with questions like:

• “How confident do you feel using Epicor® in your role?”

• “What features are unclear or underused?”

• “What additional training would help you?”

Combine qualitative feedback with system data for a complete picture.

7. Track Support Tickets and Error Rates

Training success often correlates with support ticket volume. Monitor:

• Ticket frequency by user or department

• Ticket category (e.g., system navigation, data entry errors)

• Time-to-resolution

A spike in post-go-live tickets can indicate gaps in training. Use that data to refine future sessions.

8. Audit Business Process Compliance in Epicor®

Build BAQs or dashboards to monitor:

• Whether users are following proper workflows

• Completion of required fields

• Approval steps being bypassed

• Manual overrides or exceptions

This reveals if users are adopting the system as designed—not just “using it.”

9. Use Dashboards to Visualize Training and Adoption Metrics

Create Epicor® dashboards that show:

• Training completion by team or site

• User activity by module

• Adoption trends over time

Share these dashboards with department heads to drive visibility and ownership.

10. Celebrate Wins and Share Success Stories

User adoption isn’t just about numbers—it’s about confidence and culture. Highlight:

• “Power users” who complete training early

• Departments with 100% adoption

• Real business improvements driven by training

Recognition reinforces good behavior and motivates other teams to engage.

11. Conduct Periodic Refresher Training Based on Gaps

Training shouldn’t be a one-time event. Use data to:

• Identify modules with low adoption

• Target users struggling with specific processes

• Offer refresher sessions or micro-learning content

Run quarterly adoption reviews with stakeholders.

12. Integrate Training Progress With Epicor® Upgrades

Each new Epicor® version brings changes. Plan training checkpoints:

• Before and after system upgrades

• With clear documentation of what’s new

• Including performance validation tasks

This ensures adoption keeps pace with system evolution.

13. Build a Long-Term Training Strategy

Tracking training is only useful if it feeds into a long-term plan. Establish:

• A role-based training lifecycle

• Training checkpoints for new hires

• Continuous improvement based on usage data

Make Epicor® training part of your company’s learning culture—not just a project milestone.

Conclusion

Tracking Epicor® training progress and user adoption isn't just an IT responsibility—it’s an enterprise-wide strategy for ensuring that your ERP investment performs at its best.

By combining usage data, feedback loops, task validation, and dashboard monitoring, you gain real visibility into how well users are engaging with the system.

At Epicforce Tech, we help organizations design and implement Epicor® training programs that are measurable, role-driven, and aligned to real business outcomes.