JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW

www.jobboss.com

CONSULTING AND TRAINING DRIVES RESULTS AND SUCCESSBased 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.

JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW 3

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 ofthe software application

• Provide step by step instructions and exercises topractice 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 ofa job shop, but not for learning software, whichrequires specific training

• Learn the basics in a structured setting whichaccelerates all future learning

• Learning in smaller segments to create betterretention and use

• Off-site training is more productive than on-site;attendees are free from distractions and demandsof the shop

JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW

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

“

JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW 5

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 goalsand challenges

• Provide recommendations based on their domainexpertise 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 improvesbusiness processes

• Define the steps to effectively manage change inyour organization

• Define custom reports/utilities needed to trackyour business metrics and Key performanceIndicators (KpIs)

• Discover how to implement new ways to improveyour operations, rather than just using new softwareto do the same old thing

JOBBOSS DRIVES PROCESS IMPROVEMENTS AND ORGANIZATION CHANGE

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 ofyour questions

• While instructors oversee your work and provideassistance you can use our online labs to immediatelyapply what you have learned

• Comprehensive materials provided for online classesare used for hands-on work exercises and additionalreference following the class

• Classes are designed for various roles. Employees canattend 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

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.

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.

Customer PortalThe 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.

Built in Help Guides• Included in the software and available immediately by

pressing F1. Get guidance you need when questions ariseEXAMPLE: You are unsure how to add routings within theQuoting 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”

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.

TRAINING AND IMPLEMENTATION SERVICES TO FIT ALL LEARNING STYLES

JobBOSS offers five training methods to fit all learning styles.

8 JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW

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 andFront Office and can collaborate with both IT andJobBOSS 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.

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.

IMPORTANCE OF SELECTING AN INTERNAL IMPLEMENTATION CHAMPION/OWNER

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

“

10 KEYS TO A SUCCESSFUL IMPLEMENTATION1. Plan carefully2. Select a team and empower the team leaders3. Be open to change4. Get end-user buy-in5. Ensure your staff is prepared6. Ensure hardware meets specifications7. Identify “super-users”8. Provide training and consulting9. Set realistic expectations10. Listen to front line users

“TRAINING DATABASE” PROVIDES A RISK-FREE TRAINING ENVIRONMENTIncluded 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 SUCCESSJobBOSS 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 JOBBOSS SOFTWARE IMPLEMENTATION OVERVIEW

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 JobBOSSImplementation Action plan spreadsheet (JIPS)

• Schedule a remote consulting session to configurethe system administration/preferences module ofJobBOSS

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 Integrationreview 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 bestpractices for entering work centers, shifts andservices. Consulting services can be delivered eitheronsite or remotely.

• Begin entering data – work centers, shifts andservices.

• 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 bedelivered either onsite or remotely.

• Begin entering data – raw stock, materials

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:

IMPLEMENTATION PLANNING OVERVIEW

System Walkthrough and Go Live• Schedule an onsite consulting visit for a system

walkthrough with key personnel and conform theJobBOSS 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 ordersfrom the beginning and process each order through thesteps 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 onsiteor 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

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

“

JobBOSS

3600 American Blvd WBloomington, MN 55431

United States

Tel: 1-800-777-4334Website: www.jobboss.com

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.www.jobboss.com

© JobBOSS, 2018. All rights reserved. All trademarks mentioned herein belong to their respective owners.

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 1-800-777-4334.