Key Highlights

• The training phase of implementation is an essential part of providing users with a comprehensive understanding of the production scheduling software and how to utilize it in their daily operations
• The key objective of the training phase is to prepare users to independently perform user acceptance testing.
• Clients have the flexibility to choose their preferred training method.
• During this phase, an Optessa application specialist takes the lead. Typically, it's the same application specialist who has been working with the client since the beginning of the project. 
• We record each training session, and provide clients with access to the videos and recordings. This enables them to revisit the material whenever necessary, whether it's for reviewing the content or training new employees joining their organization.
• After the go-live phase, Optessa offers a dedicated post-implementation support period that spans three months. This support is included as part of the project implementation.

Overview of Phase 3: Training

The training phase of implementation is an essential part of providing users with a comprehensive understanding of the production scheduling software and how to utilize it in their daily operations. It serves as the initial introduction to the software, enabling users to dive deep into its functionalities. During the previous phases, we focused on assisting users in analyzing the results generated by the software. In contrast, this phase empowers users to actively use the software for a full week. Training sessions include step-by-step guidance, from logging in and navigating the user interface to importing data, adjusting constraints, running planner schedules, and conducting analysis.

First Day

To delve further into the training, the first day serves as an introduction. We cover the basics of logging into the production scheduling software, navigating the user interface, and understanding menu items. This interactive training focuses on fundamental aspects such as constraints and attribute kits. Attribute kits allow for data isolation, while constraints establish the client's specific business rules. Our goal is to ensure engagement and address any technical questions from the users.

Second Day

On the second day, we begin with a review of the previous day's material, as we do every day. We then proceed to actually running the production scheduling software. Topics include importing data into the software, addressing potential issues, and empowering users to independently operate the software. The following three days primarily involve users running the software, examining results, utilizing charts and graphs, and reviewing any customized reports. We also assist with solution tuning to align the results with their expectations.

Last Day

The final day focuses on preparing for user acceptance testing (UAT), which occurs after training. UAT involves users running the production scheduling software with their own data as a dry run before going live. Any issues or bugs encountered during UAT are reported to us for remediation. We use the last day of training to ensure the readiness of data sets for UAT and encourage testing a range of business use cases. Throughout the training week, we provide take-home exercises to reinforce familiarity and comfort with the software beyond the training sessions.

What are the key objectives of the training phase?

The key objective of the training phase is to prepare users to independently perform user acceptance testing. During this phase, users gain the necessary skills to import data, analyze results, and identify any deviations from their expectations and functional requirements. Training serves as a crucial preparation step for the upcoming user acceptance testing process.

In-Person vs Virtual Training

Clients have the flexibility to choose their preferred training method. Optessa’s preferred approach is to conduct in-person training sessions. This allows us to establish personal connections and interact face-to-face. However, if on-site training is not feasible, we offer remote training as an alternative. In remote training, each user is provided with their own software version, and we engage in virtual sessions where participants work on exercises together. This option ensures a productive training experience even when in-person sessions are not possible.

Who at Optessa is involved in this phase?

During this phase, an Optessa application specialist takes the lead. Typically, it's the same application specialist who has been working with the client since the beginning of the project. This specialist possesses the technical and functional knowledge required for effective training.

If any technical questions arise that go beyond the scope of the training session, we can consult with our developer to provide answers. In terms of trainers, there are two Optessa application specialists. Having two trainers is advantageous during in-person training as it allows for more personalized instruction. 

How does Optessa help develop and deliver training programs?

The training programs Optessa offers are customized to meet the specific needs of each client. We take into account the functional requirements identified during the discovery phase, ensuring that the training aligns with those requirements. If there are any software customizations specific to the client, we incorporate them into the training. Additionally, we record each training session, and provide clients with access to the videos and recordings. This enables them to revisit the material whenever necessary, whether it's for reviewing the content or training new employees joining their organization.

How does Optessa ensure that clients are fully prepared to transition to the next phase of testing & go live?

To ensure readiness, we emphasize the importance of trainees' full engagement during the training sessions. Clearing their schedules for the five-day training period allows them to absorb the most information. We encourage users to ask questions both during and after the sessions. Optessa also provides them with email and phone support for any challenging problems they may run into. By promoting active participation and open communication, our goal is to equip clients for a successful transition to the next phases of testing and go-live.

What kind of support is provided to clients following the completion of the implementation process?

After the go-live phase, Optessa offers a dedicated post-implementation support period that spans three months. This support is included as part of the project implementation. During this time, any user encountering issues about the production scheduling software can freely reach out to us for assistance. We take pride in our responsiveness, typically responding to user inquiries within one hour with the necessary help or additional information. Whether it's a question about certain functionalities or concerns regarding the accuracy of results, clients can rely on their Optessa team to provide prompt assistance.

If you have questions regarding implementation or general production scheduling inquiries, connect with us at 1-800-918-3597. You can also send an email to marketing@optessa.com, or visit our website at https://www.optessa.com/. Additionally, you can get access to the latest news and tips in our resource center at https://www.optessa.com/company/resource-center/.