################### Onboarding process ################### The onboarding process ensures that new customers are enabled to use all features of the |mrosh| efficiently. The structure and elements of the onboarding process differ based on the modules that are in the scope of the new customer. Kick-off meeting ============================ The first step in the onboarding process is a kick-off meeting. This will take place soon after the contractual aspects have been completed. During this kick-off meeting, IATA and Opremic will designate an individual onboarding manager that will guide the new customer through the onboarding process and will be the point of contact. The agenda of the kick-off meeting includes: - **Introductions** - Get to know each other and introduce the responsible persons during the onboarding processs at IATA/Opremic and the new customer. - **Individual onboarding plan** - A presentation of the individual onboarding plan and scheduling of the first/all training sessions. - **Data contribution for Evaluator** - (Only relevant if Evaluator module is in your scope.) Introduction to technical possibilities and requirements to contribute data to the |mrosh|. - **Open part for customer questions** - Open part to cover any questions with regards to the onboarding or usage of the |mrosh|. Training sessions ===================== The user training for the different roles and modules is an important part of the onboarding process. In this section, the content and target groups for the different training sessions are specified. .. note:: To organize the training sessions as interactive as possible, customers are asked to prepare some use cases, questions, and invididual requirements upfront. A specification of these requirements is also outlined in the following parts for the different sessions. In addition to that, some topics will be live sessions where users can share their screen and the required tasks are completed live on the |mrosh|. The relevant agenda points are marked with (Live). Which of the training sessions are relevant for a new customer depends on the scope of their contracts. # 1 - Administration training ------------------------------- This session targets the future company administrators of the |mrosh| for the new customer. Companies on the |mrosh| are able to administrate user accounts, company settings, trading relations on their own. The users responsible for these tasks are called company administrators. Agenda template (subject to individualization) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ #. General access to |mrosh| #. Module overview #. Login & 2-factor-authentication #. Creating the company profile (Live) #. Setting up trading relations (Live) #. Initialize company settings (Live) #. User administration (Registering new users and managing access) #. Documentation & support #. Question & answers Required material & tasks upfront of training ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - To complete a company profile during the training session, please prepare a short summary of your company, a company logo, and the general terms of service (either as a PDF file or as a URL). - To manage user accounts during the training session, please have at least one user registered to |mrosh| under https://mrosmarthub.iata.org/registration. # 2 - Connector training ---------------------------- This session targets all potential users that will use the Connector module for purchasing or selling material. Agenda template (subject to individualization) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ #. General access to |mrosh| #. Concept of Connector - differences to industry best-practices #. Upload and manage sales inventory (outright sales & exchange) (Live) #. Search and purchase parts (Live) #. Upload demands and filter offers #. Documentation & support #. Questions & answers Required material & tasks upfront of training ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - Identify all persons within the company that will work with the Connector - Let the users register and manage the accounts for the participants to enable access to the Connector - Complete the company profile on |mrosh|, if not already done during company administration training. - If possible, follow at least one other company - To upload sales inventory, prepare the CSV template that can be downloaded from |mrosh| with part and pricing information. # 3 - Evaluator training ----------------------------- This training session is dedicated to the regular users of |mrosh|. After completing the session, they are enabled to make use of all features and benefits of the Evaluator module to valuate single parts or complete lists of parts. .. note:: The Evaluator training requires a completed data contribution. To demonstrate the different use cases in |mrosh|, it is necessary to have the customer's data integrated into the platform. Agenda template (subject to individualization) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ #. General access to |mrosh| #. FMV - concept & definition #. Use Evaluator for price setting: purchase and sell (Live) #. Utilization decisions for parts in inventory (Live) #. Creating a material list and access results (Live) #. Company benchmark (Live) #. Documentation & support #. Question & answers Required material & tasks upfront of training ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - Identify all persons within the company that will work with the Evaluator. - Let the users register and manage the accounts for the participants to enable access to the Evaluator. - Collect use-cases that are part of your daily business and that should be addressed with the Evaluator. - A part list for the material list evaluation. The template can be downloaded from |mrosh|. # 4 - Consignment training ----------------------------- This session targets all potential users that will use the Consignment module for managing consignment projects. Agenda template (subject to individualization) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ #. General access to |mrosh| #. Create a consignment project as supplier #. Manage a consignment project as supplier #. Participate in a consignment project as receiver #. Documentation & support #. Question & answers # 5 - Auctioneer training ----------------------------- This session targets all potential users that will use the Auctioneer module for managing auctions. For bidders, no dedicated training session exists as they individually register for the platform. A comprehensive tutorial for bidders participating in auctions can be found here: :ref:`auctioneer`. Agenda template (subject to individualization) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ #. General access to |mrosh| #. Create a new auction lot #. Prepare information for included IATA marketing #. Manage an auction #. After the auction - awarding the parts/packages #. Documentation & support #. Question & answers Q&A / Feedback meeting ====================================== As questions may arise during the regular daily work, the training and onboarding process includes a Q&A / feedback session that will be scheduled 4-5 weeks after starting to use the |mrosh|. The content and structure of this session is completely driven by the customer and their experiences with the platform. .. note:: Required material & tasks upfront of this session - Collect all questions/issues that arise while using the platform - Collect use cases that should be addressed together with the trainer to learn how to use the platform We will collect these topics and prepare the training session to answer your questions. Sending the questions upfront is not required, it is also possible to ask questions during the session. Initial data contribution (Evaluator) ====================================== In order to have access to the Evaluator module, customers are required to provide their transaction history to the |mrosh| as outlined in :ref:`evaluatorDataContribution`. This section describes the proceeding for the initial data contribution and the technical ways to transfer the data.