JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW

Transcription

1 JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW

2 CONSULTING AND TRAINING DRIVES RESULTS AND SUCCESS Based on 1,000 s of successful JobBOSS implementations, we know that achieving results from any software requires investment in both consulting and training. JobBOSS Professional Services Organization delivers strategic consulting and tactical skills training when and how you need it.

3 JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW 3 JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW Software that drives increased visibility, control, and profits is the rocket engine of today s manufacturing economy. If you want lift off, you need training. At JobBOSS, we have over 30 years of successful implementations under our belt. Our implementation team and trainers can move you forward quickly and help you build the knowledge and skills to take your shop to the next level. The variety and accessibility of JobBOSS training resources are unmatched in the manufacturing ERP software industry. What is Training? An JobBOSS Trainer will provide structured training in a classroom setting: Demonstrate how to on clicks and keystrokes of the software application Provide step by step instructions and exercises to practice in class Conduct training on sample/test data Typically deliver services off-site at regional locations or remotely Why is Training Needed? With JobBOSS training you will: Learning on-the-job may work for some areas of a job shop, but not for learning software, which requires specific training Learn the basics in a structured setting which accelerates all future learning Learning in smaller segments to create better retention and use Off-site training is more productive than on-site; attendees are free from distractions and demands of the shop

4 The business process assessment with JobBOSS helped us document a plan to reduce our reliance on external systems and increase our utilization of JobBOSS. Hearing process recommendations from an external, impartial expert resonated very well with our internal staff and energized them to move forward. the consultant that came on-site was very professional and very knowledgeable about JobBOSS and manufacturing best pratices which is evidenced in the 56 page detailed report we received from her. R&M Manufacturing Co., LLC John Johnston, Operations Manager

5 JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW 5 JOBBOSS DRIVES PROCESS IMPROVEMENTS AND ORGANIZATION CHANGE The JobBOSS Consulting services include Business Process Assessments (BPA) to help your company increase efficiencies, reduce redundancies and streamline your processes. Our senior consultants and subject matter experts, with a combined domain expertise of over 200 years in the manufacturing industry, hold certifications and degrees to include BA, MBA, CPIM, CPA. JobBOSS senior technical resources ensure your installation and upgrades are completed quickly and smoothly to minimize downtime if you do not have experienced IT staff on hand to perform these functions. They can also help move your software to a new server and plan for other network updates. Our Custom Solutions team can help you modify or create user defined reports to meet your business requirements. They also perform data migrations, data imports and integrations to 3rd party products and hold certifications to include MCP, MCTS and MCSE. What is Consulting? An JobBOSS Consultant will: Analyze and assess your current business/ production processes Meet with decision makers to understand your goals and challenges Provide recommendations based on their domain expertise and industry best practices Provide strategic, holistic and objective guidance Outline how JobBOSS can serve your specific business needs Typically deliver services on-site Why is Consulting Needed? With JobBOSS consulting you will: Uncover inefficiency and redundancy that improves business processes Define the steps to effectively manage change in your organization Define custom reports/utilities needed to track your business metrics and Key performance Indicators (KpIs) Discover how to implement new ways to improve your operations, rather than just using new software to do the same old thing

6 LEARNING PASS - THE BEST ROI The Learning Pass training plan from JobBOSS allows you to send any users or multiple users, to instructor-led online courses, any number of times, for one full year. The Learning Pass allows you to review, retake, replay training as necessary to ensure optimum learning. This yearly training subscription allows you to reduce costs, optimize software and training investments, and help realize the power of learning: more knowledgeable teams, increased productivity, and higher project quality. On-Demand Tutorials Short videos providing just the help you need on a wide variety of topics Available via the JobBOSS customer portal 24/7 for training whenever you need it Unlimited access for the first year Free access annually with paid maintenance Instructor Led Online Training Learn from live instructors, ask questions and interact with other JobBOSS customers Interactive classes, led by experienced instructors who will assist you during lab exercises and answer all of your questions While instructors oversee your work and provide assistance you can use our online labs to immediately apply what you have learned Comprehensive materials provided for online classes are used for hands-on work exercises and additional reference following the class Classes are designed for various roles. Employees can attend the specific training they need New hires can get up to speed quickly and effectively Classes are all recorded and available 24/7 as supplemental learning for review if needed Classes are restricted to 12 attendees to provide the best instructor-to-attendee ratio Job Control 2-Day Workshop Included in the learning pass for the first year - send your two key implementation employees to

7 TRAINING AND IMPLEMENTATION SERVICES TO FIT ALL LEARNING STYLES JobBOSS offers five training methods to fit all learning styles. Each is designed to assist and guide you through your JobBOSS implementation. Whether you like to learn online at your convenience, as an organization or group, or within a larger gathering of your peers, we can cater a learning approach specific to your needs. We recognize that blended learning is needed for success, which is why JobBOSS offers training in an a la carte model or through a Learning Pass that includes unlimited access to all five methods. Built in Help Guides Included in the software and available immediately by pressing F1. Get guidance you need when questions arise EXAMPLE: You are unsure how to add routings within the Quoting function: From the Quoting screen press F1 and the help for Quoting specifically appears No need to search through thick manuals, get information you need immediately Content is always up to date on the release that you have installed Customize your help files and save your favorites Customer Portal The JobBOSS customer portal offers three categories of information: Customer-related information on your account, license of customer file Country-related information such as news, events and local services Product-related information such as release notes, help files and trips & tricks You can easily navigate the menus to find the information you need and there are several ways to search for specific information. You may, of course contact us directly if you cannot find the information you are looking for on the Customer Portal. The service links enable you to ask a question via internet or you may contact us by phone if you need an answer right away.

8 8 JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW IMPORTANCE OF SELECTING AN INTERNAL IMPLEMENTATION CHAMPION/OWNER Identifying the appropriate person to own the JobBOSS implementation is critical to success. Industry experts agree on the value of choosing a key resource to drive the implementation. Considerations: Has authority to make decisions about business process and the project completion dates Executive sponsorship has been given and will stay involved during implementation Has a strong understanding of the company s business processes-both Manufacturing and Front Office and can collaborate with both IT and JobBOSS consultants Ability to identify and escalate risk(s) to the project Has the capacity to dedicate time each week to monitor implementation milestone progress Characteristic: Strong organization skills Leader skills Effective communicator Resourceful and well-connected within your company If other software vendors are not telling you what it takes to get shop management software implemented, they are not a trusted advisor. Learning pass gave our employees at precise technologies the opportunity to learn correctly, efficiently and most importantly see the ease of use and flow of information provided by JobBOSS. Precise Products Steffeney Price

9 10 KEYS TO A SUCCESSFUL IMPLEMENTATION 1. Plan carefully 2. Select a team and empower the team leaders 3. Be open to change 4. Get end-user buy-in 5. Ensure your staff is prepared 6. Ensure hardware meets specifications 7. Identify super-users 8. Provide training and consulting 9. Set realistic expectations 10. Listen to front line users TRAINING DATABASE PROVIDES A RISK-FREE TRAINING ENVIRONMENT Included in the JobBOSS software installation is a training database your team can use without risk to your valuable business data. Unintended errors while training in your live database can corrupt or delete your live data. with JobBOSS, your employees get the flexibility to learn and explore in a training environment without impacting your live database. IMPLEMENTATION SUCCESS JobBOSS has Implementation Guidance Representatives to help assist new customers get started with their software. Their goal is to introduce you to the various tools and resources we have available at Exact for implementing your new software. The Implementation Guidance Rep will stay in touch with your internal implementation champion to help coordinate the install of the software, make sure they know how to access and register for training classes, help determine when it makes sense to schedule time with our consultants and in general give advice on which resources are appropriate to assist you. They are dedicated to helping you focus on moving forward with your implementation by providing regular contact and guidance on the next steps needed to accomplish your implementation goals.

10 10 JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW IMPLEMENTATION PLANNING OVERVIEW The JobBOSS implementation team guides you through building an implementation plan based on these keys and your unique organization needs. We break it down into manageable phases: Environment and Planning Schedule getting started session with your Implementation Guidance Representative Review system requirements and verify hardware requirement needs Schedule a remote installation of your JobBOSS Software with a JobBOSS technical consultant Identify key resources to participate in the recommended training courses Determine internal target completion dates and owners for tasks and training defined in the JobBOSS Implementation Action plan spreadsheet (JIPS) Schedule a remote consulting session to configure the system administration/preferences module of JobBOSS Basic Master Data Review recommended training: Best Practices for Creating Master Files Using the JobBOSS Data Import Utilities Creating Employees For customers with the QuickBooks Integration review recommended training for: Customer, Vendor and GL Importing Daily Transaction Flow between JobBOSS and QuickBooks Data Information Flow between JobBOSS and QuickBooks Payroll Schedule a remote consulting session to discuss best practices for importing customer and vendor data Begin entering data customers and vendors System Training and Data Entry Regional Workshop - Register to attend JobBOSS Job Control 2 Day Workshop Quote and Order Overview review recommended training JobBOSS Track 1: Quote Processing JobBOSS Track 2: Order Processing Costing and Routing Preferences Labor Focus review recommended training Operation Master File Service Master File JobBOSS Track 3: Scheduling Schedule a consulting session to discuss best practices for entering work centers, shifts and services. Consulting services can be delivered either onsite or remotely. Begin entering data work centers, shifts and services. Material Focus review recommended training JobBOSS Track 4: Material Management JobBOSS Track 5: Shipping Services, Transfer, Closing and Time Entry Schedule a consulting session to discuss best practices for material set up. Consulting can be delivered either onsite or remotely. Begin entering data raw stock, materials

11 JobBOSS has given our company the tools to manage our inventory and schedule jobs to maximize our profitability. It has reduced the number of fires and allowed us to focus on making parts - our specialty. FBT, Inc. Chris Forstinger, Project Manager System Walkthrough and Go Live Schedule an onsite consulting visit for a system walkthrough with key personnel and conform the JobBOSS implementation to current processes. Successfully navigate the system Take orders and enter jobs Generate a traveler Post labor time Generate cost reports Products delivery schedule Produce packing slips and ship orders Generate a purchase order Receive and issue materials Use your test environment to run through new orders from the beginning and process each order through the steps with each department doing their part. Begin entering active jobs into production database. Enter purchase orders to be received after Go Live. Data Collection review recommended training Data Collection Automation for the Shop Floor Schedule a consulting session to review best practices for using Data Collection. Consulting can be delivered onsite or remotely. Synergy Implementation (As needed) Workflow or CRM Module Register for JobBOSS Synergy Integration instructor led online classes Synergy Enterprise Administration and User Setup Introduction to Exact Synergy for JobBOSS Users Defining Workflow Requests in Synergy Enterprise Managing Your Workflow Using Synergy Enterprise Understanding the JobBOSS CRM Dashboard & Reporting in Synergy Managing the Customer Quote Cycle Creating and Maintaining Customer Accounts Schedule onsite consulting hours to design, build and test workflow processes Continue end user online training classes Go-live with Exact Synergy

12 WANT TO KNOW MORE Feel free to ask any questions about why our software is right for you. We look forward to meeting you and sharing ideas. Just call JobBOSS Shop Management Solutions serve over 7,000 shops with software and business support. Since over 30 years we provide the technology and knowledge that fuels their productivity and profits, innovation and growth. JobBOSS is a job-based system designed specifically for custom and mixed-mode manufacturers an integrated, quote-to-cash solution that offers complete visibility and control of a manufacturing business. JobBOSS is an ECi Solutions product. ECi Solutions builds business software for SMEs and their accountants. Our innovative technology is aimed at specific business needs, providing an overview of today and insights into the opportunities of tomorrow. ECi Solutions inspires businesses to grow. Our employees love, share and support our customers ambition. Like them, we aim high. Like them, we aspire to lead the way. That s how we know it s a bumpy road to success. And that s why we build software to help smooth it out, enabling our customers from all over the world to grow. JobBOSS. Shop management solutions. JobBOSS 3600 American Blvd W Bloomington, MN United States Tel: Website: JobBOSS, All rights reserved. All trademarks mentioned herein belong to their respective owners.