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From your rough draft, we craft quality documentation and custom training for you

From your rough draft to final SOPs to ERP training videos and on-demand online courses

Wheeler Management Group has been truly fortunate to work with some of the countries leading manufacturers and aiding them with world-class Epicor SOP documentation and training videos. We have worked closely with client subject matter experts as well as our in-house SMEs to capture current processes, identify gaps and generate standardized procedures. The end result is a complete business-specific document set, training videos and on-demand online courses that are easy to follow and demonstrate mastery.

Transitioning to a new system?

Moving to a new ERP can be daunting, we get it, have been there. Your workforce is used to doing things a certain way. We help you document your current processes and then map those processes to how things are done in Epicor. Some things will be very similar, other topics may be a new experience in look and feel, terminology and process. We help you bridge those gaps for a smooth transition.

Just-in-time end user training is vital to implementation success. We deliver world-class documentation, SOPs, videos and on-demand online courses to your staff. We offer a branded Learning Management System (LMS) to deliver courses on your workforce’s schedule, minimizing downtime for training. Our topic-specific guides walks through complex topics with easy-to-understand procedures with clear visuals to pave the way to demonstrated mastery.

Terminology, Concepts and Context

With over 2 decades of adult learning experience, we know the shortest path from exploration to demonstrating mastery, even with complex topics like ERP, CMS, MRP and other mission-critical systems. Our documentation not only follows the “show me” step-by-step procedures, but also provides the “why” and context of how things are done for deeper understanding. This goes way beyond the online help and older Epicor courses that were once available. We also walk through all procedures to ensure every step works in your specific instance, even with custom configurations.

This is a sample video in English, no audio.

Custom Branding

We create ERP training documents, videos and on-demand online courses with your branding using your corporate style guide. This provides a consistent message to your workforce, reducing barriers to acceptance. This includes incorporating screens from your instance (even custom dashboards and reports), so your employees see beforehand what they will expect when entering information on their own.

Have a Multilingual Workforce?

We can provide ERP training documentation, learning guides and training videos in English, Spanish, French, Italian, and several other languages. See why we are the logical choice as your training and development partner for the enterprise.

We provide custom branding training and materials.

Schedule a FREE Demo from one of our Training Experts

Schedule a FREE Demo From one of our Training Experts today

Key Functional Areas

  • Company Setup
  • Accounts Payable
  • Accounts Receivable
  • Asset Management
  • Currency Management
  • Customer Relationship Management
  • Engineering Management
  • Financial Management
  • General Ledger
  • Inventory Management
  • Invoice Management
  • Job Management
  • Material Management
  • MRP
  • Order Management
  • Production Management
  • Project Management
  • Purchasing
  • Quote Management
  • Reporting
  • RMA Processing
  • Sales and Marketing
  • Scheduling
  • Shipping and Receiving
  • Warehousing
  • And More…

our course Offerings

Key Features

  • Training on Your Schedule
  • Enforce training compliance and deadlines
  • Consistent Content Delivery to every Student
  • Leads students from exploration to demonstrating topic mastery
  • Reduces training labor costs
  • Secure and nothing to install
  • Cost-effective and relevant
  • Timely Progress Reporting
  • Company branding available (familiar look and feel)
  • Easy-to-use and approachable
  • Employee email notifications
  • Access courses from desktops, laptops or mobile devices
  • Volume level pricing
  • Multi-Language Support (Coming Soon)
  • 10-Day Business Builder Challenge Course
  • Business Foundations and Structures
  • Introduction to Business Marketing
  • Productivity Skills for Remote Workers
  • Effectively Managing a Remote Team
  • Ending Workplace Harassment
  • Web Graphic Design Fundamentals
  • Instructional Design Fundamentals
  • Digital Imaging
  • Introduction to Marketing
  • Introduction to eCommerce
  • Intermediate eCommerce
  • Advanced eCommerce
  • Introduction to Business Applications
  • Introduction to Computer Hardware
  • Business Financial Applications
  • Business Databases and Reporting
  • Handling Personal Cardholder Information
  • Productivity and Time Management
  • Beginning WordPress Skills
  • Intermediate WordPress Skills
  • Advanced WordPress Skills
  • Diversity, Equity and Inclusion
  • Responsibility and Ethics
  • Sales Automation
  • Marketing Automation
  • Cybersecurity and Data Protection
  • Digital Marketing
  • Affiliate Marketing
  • Introduction to Epicor Accounts Payable
  • Introduction to Epicor Accounts Receivable
  • Introduction to Epicor Drop Shipping
  • Introduction to Epicor Sales and Marketing
  • Avoiding Phishing and Email Scams
  • Safety in the Workplace
  • Train the Trainer
  • Prospecting and Lead Generation
  • Inbound Marketing
  • …and many more

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