Onboarding in INNERGY + Microvellum

Two-Track, Hands-On Workshop

This workshop will feature two separate tracks, allowing attendees to focus on the software most relevant to their role. Please review each workshop description carefully and register for the room that best aligns with your needs.

Onboarding in INNERGY Workshop Description:

This Workshop has been created to assist INNERGY Champions within a company in sharpening their INNERGY skills to get their organization onboarded. This will be a hands-on workshop where you will be in your instance of INNERGY.

This Workshop emphasizes finishing key Onboarding tasks, creating Standard Operating Procedures, and preparing to go live with certain Milestones in INNERGY when you get back to the office. 

The goal of the Workshop is to give you an overview of INNERGY start to finish, while emphasizing the critical path training needed to go live with Managing Opportunities, Managing Work Orders, Purchasing, and Time Tracking. Below is what you can expect will be covered during the workshop, in the chronological order these concepts are covered:

1. Sales Workflow
2. Managing Opportunities
3. Takeoff Basics
4. Sales to Project Management Handoff
5. Creating Work Orders from the Budget, with Products
6. Creating Work Orders without a Budget
7. Importing Projects with Custom Products, representing the Budget
8. Importing Projects without Products
9. Managing Work Orders
10. Date Management
11. BoM Status
12. Workflow Status
13. Work Order Tags & Work Order Custom Fields
14. Custom View Configuration
15. RFI Management
16. Bottleneck Report
17. How to prepare for the Workload Meeting
18. How to prepare for the Production Meeting
19. How to read the Bottleneck Report
20. SOP Creation for Work Order Management – documenting your organization’s procedures for all the items above. This SOP will be distributed to your organization when you get back to the office.
21. BoM Creation
22. Purchasing
23. Time Tracking
24. Invoicing
25. Material Management on the Shop Floor
26. Shipping
27. Closing Work Orders

Prerequisites:

1. Ideally, you will attend the Workshop as part of your onboarding process.
2. INNERGY customers who have been with us for a while are more than welcome - in fact, feel free to send new employees to the Workshop for a crash course on INNERGY.
3. Watch the Change Management webinar and fill out the Change Management Questionnaire.
4. Ideally, your organization will have completed the Initial Setup Checklist and General Navigation homework.
5. It is suggested that you and your organization read “The Goal” by Eli Goldratt.

Objectives:

As a result of this course, you will leave our workshop with:

1. Action items to complete your Onboarding of INNERGY.
2. A plan for creating and maintaining SOP Documents.
3. Several Onboarding Milestones either started or completed, and dates entered to the Target fields in the Onboarding area of INNERGY.
4. Information needed to go live with certain Onboarding Milestones when you get back to the office.
5. A better understanding of the software and how the various modules connect with each other.
6. Reinforcement of the Kotter Change Model and its application to your organization, with an emphasis on reducing resistance to change.

Microvellum Onboarding Workshop Description:

This Workshop has been created to assist Toolbox customers in providing their employees with skills to learn the fundamentals of the software. This will be a hands-on workshop where you will work in a standalone fresh copy of the Foundation Library.

This Workshop emphasizes in teaching people the essential skills to create jobs, modify products to suit, and process to the factory floor ready for manufacture.

The goal of the Workshop is to provide an overview of Toolbox screen to machine, while emphasizing the critical path training needed to go live back in the factory. Below is what you can expect will be covered during the workshop:

1. Creating Projects
2. Drawing Walls and Products
3. Controlling Products via Subassemblies
4. Custom Machining via 2D Part Editor
5. Part Manipulation via Part Properties
6. Shop Drawing Skills
7. Processing Work Orders
8. Managing Toolfiles, Processing Stations and Materials

We recommend that all new employees attend this workshop to gain the foundational skills needed for success.

Prerequisites:

1. You have contacted your Toolbox representative to have a local copy of the Foundation Library installed onto your laptop. Note: the latest Foundation Library available will be installed onto your laptop as a separate configuration unconnected to your company’s database.
2. Toolbox customers who have been with us for a while are more than welcome! In fact, feel free to send new employees to the Workshop for a crash course on Toolbox. A temporary license can be installed onto a laptop so not to disrupt the factory.

Objectives:

As a result of this course, you will leave our workshop with:

1. Familiarity with Toolbox.
2. Ability to get to work in designing jobs, processing work orders and creating shop drawings.
3. Many tips and tricks learned from conversations with industry peers.
    

Required Items:

1. Please bring your laptop, chargers & mouse.

Confidentiality is a must! There may be instances where champions are sharing information with each other. It is imperative that we keep this a safe space.

Please Note: This workshop spans 2.5 days. It will begin at 8:00 AM on Day 1, with sessions ending at 4:30 PM on both Days 1 and 2, and will conclude around noon on Day 3.