Blog.
Training, Support & Adoption in ACTIS: Fast Onboarding, Lasting Value
Rolling out a solar ERP shouldn’t slow operations. ACTIS ERP has two parts your teams already recognize:
- ERP/CRM for day-to-day records (contacts, contracts, leads, employees, work orders), and
- Power BI for visualization and analysis.
To speed user onboarding and adoption, we provide on-demand help, including short 2–5 minute how-to videos or live walkthroughs upon request. Meanwhile, your analysts can level up by using the free Power BI resources Microsoft provides.
And when you need more than out-of-the-box views, we also offer custom KPIs and dashboards on request, so your reporting matches your portfolio and stakeholders.
On-demand ACTIS guidance
Need to show a technician how to create and assign a work order, or a Project Manager how to relate a contract to an asset and view the % of contract attachment rate in Power BI?
Tell us the task. We’ll deliver a short, targeted walkthrough—either a guide, quick clip or live session you can share in Teams/SharePoint. Each request includes step-by-step notes and “what success looks like,” so users can self-serve and power users can coach others.
How the on-demand process works
Your assigned Account Manager is the one point of contact for everything you need. This single contact collects your requests, clarifies the use case, logs it, and coordinates the response in collaboration with our bench of seasoned IT and analytics specialists. Instead of chasing multiple people, you share context once; the Account Manager triages it, lines up the right expertise, and returns a clear, tailored solution fast, from a configuration tweak to a KPI adjustment.
One contact, from day one
The Account Manager also runs the walkthroughs and, when helpful, creates short explainer videos based on your actual questions, then shares the recording and checklist in your Teams/SharePoint. It’s crucial for us that you receive answers in a format that’s clear, practical, and easy to share with your colleagues. Your assigned Account Manager stays with you from onboarding and beyond, scheduling quick check-ins, tracking open items, and closing the loop on each request, so support doesn’t just feel fast, consistent, and centralized — it is.
Typical on-demand topics
- Work orders: create, assign, attach photos, log time/materials.
- Records: update contacts/contracts, link across sites/SPVs.
- Sharing & alerts: configure alerts and notification recipients
- KPI reports: create & customize dashboards based on your data
Leverage free Microsoft Power BI training & community
Because ACTIS uses Power BI, your analysts and managers can ramp up with Microsoft Learn, official tutorials, and a global community.
Speed up your processes by going from spreadsheets to standardized reporting via a trusted renewable energy software.
Make adoption measurable
Prove solar ERP adoption with data: time-to-first-insight, weekly active users, report/alert subscriptions, and timely completion of workflows (work-order cycle time, SLA adherence). These metrics guide training priorities and demonstrate momentum.
One Ecosystem, Many tools
- Enter once in ERP/CRM, view in Power BI. Clean records drive consistent KPIs across the portfolio.
- Use familiar tools. Share in Microsoft Teams, get notified in Outlook, manage files in SharePoint, export to Excel, and sign in with Azure.
Outcome: faster onboarding, fewer tickets, and quicker time-to-value without changing how your team already operates.
Ready to equip your team?
Book a demo and watch ACTIS stream your own data into a shared workspace, here:
Related reading: Strengthen your stack with Real-Time Monitoring and Collaboration that Accelerates Performance.
Wondering how ACTIS manages Access control? Check out :Security & Access Control for Renewable Data