Wrote training docs for an Enterprise Resource Planning (ERP) software rollout

Primary Tools Used: SnagIt, MS SharePoint, MS Office, MS Teams,

Dates: July 2023 to October 2023

Deliverables: MS Word files with screenshots to be printed out and used for training end users

Wrote printable docs for training end users on Infor/M3 Enterprise Resource Planning (ERP) software. This new system would handle all the sales, accounting, inventory and order fulfillment for branches of a national company selling construction supplies and services.

This project was still in the early stages of testing before being rolled out. My role was to document how typical tasks in one division would be handled in the new system. To do this, I:

  • watched screencasts of previous software demos by Subject Matter Experts (SME) and the Implementation Team
  • Re-created these steps using beta versions of the Infor software
  • Created screenshots with SnagIt to capture the various steps of completing a certain task.
  • Wrote instruction sets for these tasks — accompanied by relevant screenshots.

Also: prepared an early draft of a style guide to be used by other technical writers and occasionally proofed other people’s docs for accuracy and consistency.