Bringing a new team member into your SAP Business One environment is more than just giving them a login—it’s an opportunity to set them up for long-term success. A thoughtful onboarding process can boost productivity, reduce errors, and help new users feel confident in their roles from day one.
At Consensus, your trusted SAP Business One Partner, we’re here to support you every step of the way. We’ve developed proven onboarding strategies and resources to help your new users hit the ground running—whether they’re brand new to SAP or stepping into a complex role.
Start with the Right Foundation: SAP Business One 101 & 102
To help new users get familiar with the system, we’ve created a two-part webinar series:
- SAP Business One 101 introduces the system’s “personality” and core concepts
- SAP Business One 102 focuses on basic navigation and how to get started with daily tasks
These sessions are designed to give users the confidence to explore the system while staying focused on their specific responsibilities.
Prefer learning in Spanish? Our SAP Business One 101 & 102 webinars are also available in Spanish to support users who feel more comfortable learning in their native language.
Introduccion a SAP Business One 101 (Parte 1)
Introduccion a SAP Business One 102 (Parte 2)
When There’s No Proper Handover
Sometimes, a new user is stepping into a role previously held by someone who managed many different tasks—and unfortunately, a proper handover isn’t always possible. In these cases, the learning curve can be steep and the risk of errors increases.
If the new user is a key user, we strongly recommend enrolling them in our intensive onboarding program:
- Daily sessions with one of our expert consultants for two weeks
- Hands-on guidance tailored to their role and your business processes
- Ongoing support to ensure they’re never left alone during the critical early days
This approach minimizes operational disruptions and helps avoid costly mistakes that can take time to reverse and create confusing data.
Want to enroll a user in our Intensive Onboarding Program?
Contact us here and we’ll help you get started.
Documenting Your SAP Business One Processes: A Smart Investment
One of the most valuable things you can do during onboarding is to document your internal processes—especially if your SAP Business One environment includes customizations, automations, or third-party integrations.
We recommend:
- Creating checklists and cheat sheets based on your company’s actual workflows
- Using real business scenarios during training to make learning more relevant
- Keeping a shared knowledge base or internal wiki for quick reference
This documentation not only helps new users ramp up faster, but also protects your business from knowledge loss when roles change in the future.
Best Practices for a Smooth Onboarding
- Tailor training to the user’s role
- Use real scenarios for practice
- Provide quick-reference guides
- Introduce best practices early
- Schedule follow-up sessions
Final Thoughts
A strong onboarding process is one of the best investments you can make in your SAP Business One users. With the right support, tools, and training—like our SAP Business One 101 & 102 webinars, intensive onboarding program, and process documentation guidance—you can ensure your new team members are confident, capable, and ready to contribute without delay.
