What do you do if your employees struggle to adapt to new technology for budgeting and forecasting?

Engagement is key. Most of the resistance is coming for job security fear. If you can reasonably eliminate the fear of job loss then you will get the engagement you are after.

Change management is always difficult. However, by taking the time to: * Understand the previous / existing process * Evaluate if the new technology solution simplifies the experience or offers automation into the process * Develop clear definitions of success and ensuring you have a way of measuring them * Communicate frequently and clearly with the team on the reason for the change and what success looks like * Collect feedback and refine / optimize the process to build more impactful collaboration and ensure the team is heard You'll be able to drive change and much needed scale & efficiency into your budgeting / forecasting process leveraging new technology and optimized processes.

The amount of training will only help if the budgeting and forecasting system is straightforward and more effortless for an average employee. Systems should be designed with human interaction in mind. Systems must make life easier for users and not complicated. People would adapt faster if it were easier to do the job, and it would save time.

A more robust and extensive training programs for the team in my own presence and by keeping them motivated and making them believe that they can do it.

Start with tailored training sessions that cater to various skill levels. Engage in regular feedback loops to understand their hurdles. Incorporate their insights into training improvements and ensure ongoing support is available. Remember, patience and clear communication are key to seamless adaptation.

Break down sessions by skill level—beginner to advanced—to ensure content relevance. Use practical, real-world examples to enhance understanding. Regularly update training materials based on tech updates and feedback. This personalized approach boosts confidence and eases tech transition.

Explain the value of being proactive rather than reactive which in turn increases efficiency and lessens the stress burden within the organization as a whole.

All new employees need to be inducted on the organizational processes and systems New employees are employed to come and add value in the organization. For them to unleash their potential, they need to be part of the team in all forms. Induct them on the organizational systems, resources including budgets and how to access those through the set systems New employees are likely to stay for long in their positions if the new environment is welcoming and systems are user friendly. For those struggling on the system, develop a training plan tailored to suit their needs.

An example is if your team is struggling with a new financial software, you can offer a variety of training formats to meet different learning preferences. Host hands-on workshops for those who learn by doing, provide video tutorials for self-paced learners, and offer one-on-one coaching sessions for those who need personalized support. Additionally, introduce a partner or buddy system, pairing more experienced team members with those who need extra guidance. This not only fosters collaboration but also allows employees to learn from one another in a practical, real-world context.

In addition to Ms. Boland's tailored training, be sure to offer additional training after "graduation": At least yearly, plus special training for any significant software upgrades.

Offer accessible guides, FAQs, and how-to videos for self-paced learning. Set up a dedicated helpdesk for real-time assistance and troubleshooting. Encourage peer-to-peer learning forums for shared experiences and tips. Adequate resources empower employees, fostering a culture of continuous learning.

Create channels for employees to voice concerns, share challenges, and suggest improvements. Regularly review feedback to identify common issues and success stories. Act on insights to tailor training, update resources, and enhance user experience. Open dialogue ensures continuous improvement and employee engagement.

Estabele?a meios para que os colaboradores comuniquem preocupa??es, compartilhem desafios e ofere?am sugest?es de aprimoramento. Analise periodicamente o feedback para detectar quest?es recorrentes e exemplos de sucesso. Utilize essas informa??es para adaptar o treinamento, atualizar recursos e melhorar a experiência do usuário. Um diálogo aberto promove aprimoramento contínuo e engajamento dos colaboradores.

This is true for all types of change, not just related to budgeting & forecasting technology. Change is hard for people, they are required to learn something new and learning takes effort, time, and repetition. It may require them to break old habits and leave their comfort zone. Having patience and offering support will lead to a positive experience and determine how willing they are to take on new initiatives in the future.

I definitely agree that patience is of utmost importance when it comes to any change. People usually arr hesitant to use the new technology which is backed by fear.They fear if they will be bale to use new technology or will they be able to cope up with the pace and new changes . Keeping clear milestones about progress helps employees in achieving them. A step by step process laid of initially will ease out some of the struggles. Rather than aiming to achieve 100%, focus on the most important and simple tasks initially can ease them into the new process and technology

Besides all the previous steps, invest some time to explain the benefits of this changes for the employees and the company, encouraging them to try the new technology and tools and compare it to the previous situation, leading them to reflect about those benefits and making them an important part of the tech evolution at the company.