Lunch and Learn Training Sessions

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Lunch and LearnTraining Sessions
Lori Braun Business System Analyst Continental
Structural Plastics
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• Lunch and Learn training sessions provide a
  casual atmosphere for advanced training of
  current QAD users in a small group setting.
• They additionally allow for the assessment of
  their knowledge levels in a non-threatening,
  interactive environment.

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What was my reason for doing these? What was
the business issue I faced?

• QAD was implemented at Continental Structural
  Plastics in 2006
• The original IT manager no longer works at CSP.
  Implementation was hurried and not necessarily
  thorough.
• There is virtually no one left who worked at CSP
  at the time of the original implementation
• Many users do not understand the impact of their
  entries in QAD

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Why not just do standardizedtraining sessions?

• I wanted
• To target the specific functional groups
  individually and remediate any incorrect training
  they received
• A more casual atmosphere
• To take them through their daily activities

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Why not just do standardizedtraining sessions?

• Users are able to ask their questions in a less
  intimidating atmosphere
• There is not enough time in a regular work day
• This is more of a refresher than training

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• Bring Candy!

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What types of sessions have I held?

• Initial training
• Navigation for all who chose to sign up
• No matter how long people have been using QAD,
  most of them learn something from a navigation
  training session

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What types of sessions have I held?

• Materials Group
• Spanned approximately 10 weeks, usually twice a
  week
• Customer Service
• Spanned approximately 12 weeks so far, usually
  once a week

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QAD Navigation Training - Example

• Signing on to QAD
• Signing off QAD CORRECTLY (no stranded windows or
  sessions)
• Close all reports / inquiries / browses
• Exit maintenance screens when not using
• When to use a mouse in QAD
• Search using screen names vs. screen numbers
• Find screen number Right click name, left click
  properties Menu

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Lunch and Learn Materials Group - Example
Attendees Maddia K / Sheila Y
Training Topics

• Item Master
• Item Master Maintenance (1.4.1)
• Item Data Maintenance (1.4.3)
• Item Inventory Data Maintenance (1.4.5)
• Item Inventory Planning Maintenance (1.4.7)
• Item Cost Maintenance (1.4.9)
• Item Site Records
• Item-Site Planning Maintenance (1.4.17)

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Lunch and Learn Customer Service Group -
Example Attendees Kathy W / Lynne
B Training Topics

• Sales
• Customer
• Customer Address Report (2.1.3)
• Sales Order - Discrete
• Sales Order Maintenance (7.1.1)
• Master Comment Maintenance (1.12)
• Customer Schedule
• Scheduled Order Maintenance (7.3.13)
• Schedule Maintenance (Plan 7.5.1 - 830 Ship
  7.5.2 - 862)
• Required Ship Schedule Update (7.5.3 manual
  schedule)
• Required Ship Schedule Update (7.5.5 / 7.5.6
  automated, review only)
• CUM Shipped Maintenance (7.5.16)
• Schedule Comparative (7.5.11)

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• Let them sleep!
• (or give them the illusion they can)

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What issues did I face, being new to the company,
and how did I deal with them?

• I was unfamiliar with the users job functions,
  so I asked them to give me a summary of their
  daily routines, and a list of the screens they
  use most often
• I started with a broad outline, based on their
  responses, and on my knowledge of QAD
• I fleshed out as sessions progressed and they
  asked questions about specific situations

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Dont be afraid to digress during a session.

• Discuss whats fresh and relevant to the users.
  It can also provide additional opportunities to
  uncover bad practices and correct them
• Example Off site inventory issues
• As we stepped through their daily processes, we
  discovered they were doing double entries of
  transactions.

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What is the value of the sessions?Whats the
cost?

• Bag of chocolate candy Approximately 4.00
• An hour of my time 2 3 times a week If I tell
  you, Ill have to kill you . . .
•  Users becoming more familiar with
  QAD Priceless!

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What did the users gain from this?

• First ask What keeps people from using computer
  systems efficiently?
• Fear Of failure, of looking stupid, of creating
  material shortages, of short shipping a customer,
  the list can go on and on

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What did the users gain from this?

• As you take them through 1 screen at a time, and
  get them to understand the fields and their
  functions, it takes away a lot of the fear
• Many times theyve said they had no idea what a
  field entry did, or how it impacted another
  screens data

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And the most important thing to remember about
Lunch and Learns?

• . . . . . .

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• Bring Candy!