A not-for-profit network of healthcare providers with more than 10,650 employees and 1,000 physicians had purchased Lawson Business Intelligence (LBI) and Crystal Reports but had not gone live with them due to a lack of product knowledge.  Crystal Reports would allow a more robust and flexible reporting ability of the data across the healthcare provider’s HR, Supply Chain, and Finance functions.  To fully realize LBI’s value, the healthcare provider knew they needed user training and desired Crystal Reports training within a Lawson context.



Training options were limited.  While there are various Crystal Reports training options available, there were very few Lawson specific choices.  Additionally, much of the Crystal Reports training classes available are web-based, and some were self-guided with video instruction.

Non-Standard Crystal Reports Training: Challenge

This healthcare provider desired a higher caliber of training experience.  They wanted training options to consider specific to Lawson that would provide users the ability to use their own data.



After understanding the organization’s situation and desires, Surety Systems presented a non-standard solution.  Surety Systems proposed a training package that combined the strength of seasoned Lawson expertise and training experience delivered over 6 days onsite over a short 3-week engagement.  Providing 2 days of training each week over the 3 week period lowered the impact to their normal operations while facilitating stronger retention of the training delivered. Surety Systems introduced a senior Lawson consultant who had experience with Crystal Reports working in the LBI environment.   Since the consultant also had user training experience, he was the perfect fit for a training effort tailored to the healthcare provider’s needs.

Non-Standard Crystal Reports Training: Solution

Considering the time frame and the desire to minimize cost, the Surety Systems Lawson consultant designed an LBI training curriculum based on a standard Crystal Reports training manual.  Since the organization’s organic team had limited LBI & Crystal experience, the consultant designed a step approach to training, to be delivered in three successive weeks with key users attending face-to-face sessions. The first two weeks were dedicated to Crystal Reports with the final week focusing on utilizing those reports in LBI.  In addition, training in the third week included other functional aspects of administrating the LBI system such as dashboards, report scheduling, and bursting.

One challenge uncovered while preparing for training was the awareness that historically the healthcare provider had predominately pulled tables for their reporting.  While effective, the experienced Surety Systems’ consultant was able to introduce and train users on writing SQL queries to leverage the strength and flexibility that queries had over pulling tables.

Each hands-on training attendee trained with their own laptop and access to their organization’s Lawson data. The consultant documented training lessons and together with the standard Crystal Reports manual, used as the training base, was provided as leave behind documentation.  In the end, each user was familiar and comfortable with their expected Crystal Reports duties in LBI.



Through a seasoned Lawson consultant and a non-standard approach to user training, tailored to fit the specific needs of this healthcare provider network’s LBI users, Surety Systems was able to minimize the financial training investment while maximizing the user training experience with an onsite, hands-on experience.