Change often feels risky—especially when it involves adopting new technology. For most companies, the real challenge isn’t picking the right tool. It’s helping the people who use it feel confident, supported, and ready to embrace the change.
That’s why training and onboarding matter.
Serina, an AI-powered platform for accounts payable automation, understands this better than most. It doesn’t just deliver intelligent invoice matching and approval workflows. It also helps teams adopt the platform smoothly through user-friendly, ongoing training and onboarding.
This blog explores how Serina’s approach to technology and training helps finance teams transition confidently and why removing complexity from onboarding is essential to successful adoption.
Understanding the Human Side of Tech Change
Why Teams Resist Change
People don’t resist new systems because they’re unwilling. They resist because they’re unsure:
- Will I be able to learn this?
- Is this going to slow down my work?
- What happens if I make mistakes?
These aren’t software issues—they’re emotional ones. Serina addresses these concerns directly with onboarding that’s easy, approachable, and personalized.
Psychological Impact and How to Address It
Digital transformation isn’t just about automation—it’s about changing routines, expectations, and sometimes even roles. Without the right support, users can feel overwhelmed.
Serina tackles this by focusing on simplicity. From the first login, users are guided through their tasks with clear instructions and real-time help. That lowers the pressure and builds confidence from the start.
The Leadership Role in Guiding Transition
Leadership plays a major role in adoption. When team leads and managers actively support the new system, the entire team follows more easily.
Serina gives finance leaders visibility into training progress, approval activity, and usage data—so they can guide and coach without micromanaging.
Designing Product Training That Actually Works
Tailoring Training to Different Learning Styles
No two users learn the same way. Some want visual tutorials, others prefer reading guides, and many learn best by doing the task themselves.
Serina’s onboarding experience covers all these learning styles with:
- In-app walkthroughs
- Clear help guides
- One-on-one guidance from the Serina team when needed
This approach ensures that everyone—from data entry staff to finance leads—can get up to speed in a way that suits them best.
Hands-On, Practical Learning Approaches
People learn best when they apply new tools in real work. That’s why Serina’s onboarding focuses on real tasks, not hypothetical examples.
Users process actual invoices, complete approval workflows, and fix exceptions right inside the system, with help prompts guiding them along. This “learn while doing” approach builds confidence quickly.
Leveraging Built-In Support for Ongoing Learning
Adoption isn’t a one-time event. Teams need help not just on day one, but as they grow, hire, or add new workflows.
Serina provides:
- Contextual help within the product
- Quick-access FAQs and guides
- Responsive customer success support
Whether someone’s using the platform for the first time or revisiting it after a break, the help they need is always within reach.
How Product-Centered Training Helps Drive Adoption
Using Smart Technology for Personalized Learning
Serina is designed to guide users through their workflows automatically. It uses smart prompts and intuitive steps to walk people through what they need to do, without requiring formal training.
For example:
- If a user skips a required action, the system flags it immediately
- If someone stalls in an approval, reminders are triggered
- If an error is made repeatedly, helpful suggestions are offered
This makes learning feel natural, not forced.
Visibility and Progress Tracking for Managers
Finance managers need insight into how their teams are adapting. Serina provides clear dashboards showing:
- Who’s using the system regularly
- Which workflows are being completed
- Where bottlenecks are happening
That makes it easier to support users before frustration builds up.
Case Example: Supporting Smooth Adoption
Many finance teams have adopted Serina after struggling with rigid systems and poor onboarding from past tools. Some users are tech-savvy, while others are not—but with Serina, that hasn’t been a problem.
One such team reported that even hesitant users were confident in just a few days. The reason? Serina’s onboarding approach:
- Walked them through their actual AP process
- Used simple language and visuals
- Offered support when needed, without overwhelming
The result was not only quick adoption, but also long-term confidence in using the tool.
Creating a Culture That Welcomes Change
Encouraging Open Feedback and Communication
Training shouldn’t be a one-way broadcast. Serina encourages users to ask questions, share feedback, and flag anything confusing.
This feedback is used by Serina’s customer success team to fine-tune onboarding content and help each client’s team improve over time.
Supporting Peer Mentorship and Super Users
Some team members pick up new tools faster than others. Serina helps identify those “power users” and supports them in guiding their peers, creating a culture of shared learning.
Peer-to-peer support often feels less intimidating and helps new users ask questions more freely.
Celebrating Adaptability and Progress
Adopting new tools is a milestone. Recognizing individuals and teams for embracing change helps reinforce positive momentum.
Serina enables this by showing clear user progress and celebrating workflow milestones, making it easy for managers to highlight wins.
Measuring the Success of Training and Onboarding
Tracking Adoption Metrics
To know whether training is working, you need data. Serina’s reporting tools show:
- Platform login rates
- Workflow completion
- Time to first successful transaction
These indicators help leaders understand who’s ready and who might need more guidance.
Gathering User Feedback
Beyond the numbers, user feedback provides important context. Serina regularly checks in with client teams during and after onboarding to gather input and improve the learning experience.
This loop ensures that onboarding keeps getting better with each rollout.
Adapting Training as Teams Evolve
Training doesn’t end after implementation. As Serina continues to release new features and enhancements, the support doesn’t stop. The Serina team provides clear, timely training whenever updates roll out—whether it’s through in-app walkthroughs, quick video explainers, or live assistance for your team.
This ensures that your team stays confident, current, and ready to take full advantage of everything the platform can do.
Common Adoption Challenges and How Serina Helps Overcome Them
“We Don’t Have Time for Training”
Time is a common barrier, especially for lean finance teams. Serina addresses this with:
- Training that’s built into the platform
- No separate sessions required to get started
- Quick wins that help users feel progress early
Learning happens as part of the daily workflow, not outside of it.
Different Skill Levels Within the Team
Some employees are tech-proficient, others aren’t. Serina’s clean interface and step-by-step prompts make it easy for all users to learn the platform without needing IT support.
For those who do need extra help, Serina’s support team is always available.
Change Fatigue
If your team has been through multiple tech transitions, they may be skeptical of another one. That’s why Serina emphasizes clarity, control, and simplicity from the first day.
Instead of throwing features at users, Serina focuses on helping them complete their core tasks with less friction and more confidence.
Final Thoughts
Technology adoption shouldn’t be a struggle. And it doesn’t have to be—especially when your team has the right support from the beginning.
Serina isn’t a general training provider. Instead, it offers in-product guidance and onboarding designed specifically to help finance teams start using Serina effectively from day one. And when new features are added, the Serina team is there again—with hands-on training that’s just as clear, seamless, and supportive as the original onboarding.
If your organization is planning to automate invoice processing or streamline approvals, consider more than just the feature list. Think about how easily your team can start using the tool.
Serina makes that part easy.
Ready to empower your team to embrace change? Choose a product that makes learning feel natural and change feel manageable—every step of the way.
