Seeking Guidance on Company-Wide Onboarding

​@Sandin  You have a great partner that will guide you through all of this.  We do have lots of documentation in Help Acumatica there is a good Getting Started with Acumatica section and on our University  Acumatica Open University has lots of free classes.

We are also working towards going live April 1. 50+ employees. We have been created Operating procedure (SOPs) documents for all our critical processes, have had to CRP workshops with all respective owners including approvers doing transactions with all other key managers watching and providing comments on gaps/improvements. Key is to have a limited number of knowledge champions that can sustain the evolution to maturity post go live. will watch this thread for more best practices.

I spoke to ClickLearn at Acumatica Summit 2025.  I haven’t looked at pricing, but I was very impressed with their product offering.  Multiple different learning methods (not everyone learns by just reading an SOP manual), the ability to step through processes in your own instance, and multi-language support.  Might be worth the up-front investment  vs. the ongoing support.