Complete Customer Training For INVOICES

Transcription

1 Complete Customer Training For INVOICES SUMMARY: The purpose of this document is to detail the topics that will be presented during the INVOICES training for new customer implementations. This will include curriculum, topics for discussion, demonstration, training and hands-on work. A written and practical test will be given at the end of the training to ensure validity of skill set has been reached and the individuals can use the ReadSoft INVOICES product. Written by: Bob Kay Created: October 2011 Modified: January 2014 Distribution: External Status: Final ReadSoft

2 Table of contents 1 About this training course Training overview Organizational Roles Pre-Requisites Attendee Experience Expectations Class duration and location and agenda Session I Training before user acceptance testing for all roles Session II Training in advance or just after go live... 6

3 1 About this training course 1.1 Training overview This course is designed to provide new customers with comprehensive end user, supervisory and technical administrative knowledge of ReadSoft INVOICES. The curriculum and materials provided in the course cover basic and advanced topics necessary to become proficient in the operation, administration and support of the software. The training sessions described here include instructor lead presentations of the concepts and functions of the software, as well as hands on work to familiarize students with the use of the software. Other best practices on operation of the software and how to deal with process exceptions are also presented to provide the students with more challenging scenarios likely encountered in their production environment. The goal of training is to provide competency in the use of INVOICES as an integral component of invoice entry within the accounts payable business process. 1.2 Organizational Roles ReadSoft has identified and targeted the training curriculum to the specific roles in an organization that will operate, manage and support the software solution: Invoice processors role This group of end users is primarily responsible for performing the work to process invoices through the system on a day-to-day bases. This includes all of the assigned work tasks via the operation of the INVOICES software modules as well as any other ancillary tasks. Account payable manager or Super User role - This person or group of supervisors is primarily responsible for the day-to-day management of the invoice work process which includes supervision of the invoice processors and measurement of productivity and effectiveness. IT / system administration and support role This person or group is primarily responsible for the technical configuration, management and primary support of the solution.

4 1.3 Pre-Requisites Training computers and classroom requirements The customer is assumed to provide the technology for ReadSoft to conduct training at the customer s business location. Each student in attendance must have their own PC running an instance of the software to perform the classroom work. Windows PC (in accordance with the product specifications) Access and operation of current production release version of INVOICES software in one of these configurations. o Installed locally as part of production or QA system o Operating on a Virtual Machine o Accessed via Ctrix thin client Document scanner (1 per classroom) Extensive sample of original invoice documents (more than 200) Access to an PC account authority with administrative rights (if needed) Overhead projector for instructors computer 1.4 Attendee Experience Training attendees must have experience working within a Windows desktop computer environment: Use of the mouse and keyboard Understanding common Windows user terminology Understanding of the accounts payable procedures and terminology. 1.5 Expectations Upon completion of the training, attendees with have the operational, administrative, and technical knowledge to competently operate, manage and support the INVOICES document capture software.

5 2 Class duration and location and agenda This training is typically delivered at the end user s business location in two distinct sessions. A typical training day with in each session lasts about 7 hours during business hours and includes scheduled time for breaks and lunch. 2.1 Session I Basic training with IT support This session lasts two and one half or three days depending on the number of students. Session Description Day 1 IT/ System Admin A/P Manager Invoice Processors About ReadSoft INVOICES Overview for Users Document capture with the Scan Module, Scan Helper (VRS optional) Verifying Documents in Production Day 2 Verifying Documents in Production Optimizing suppliers Production after Optimization Day 3 Production supervision INVOICES Technical Overview System Admin and Installation procedures Solution Configuration, Management and Support

6 2.2 Session II Advanced training This session lasts one and one half or two days depending on the number of students. IT/ System A/P Invoice Session Description Admin Manager Processors Advanced invoice verification Advanced optimization Managing Suppliers in production Managing Production and process analysis System Maintenance and Performance tuning