Onboarding in INNERGY and Microvellum - August 2026
August 3rd, 2026
Onboarding in INNERGY + Microvellum
Two-Track, Hands on Training
This workshop will feature , 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:
Sales Workflow
Managing Opportunities
Takeoff Basics
Sales to Project Management Handoff
Creating Work Orders from the Budget, with Products
Creating Work Orders without a Budget
Importing Projects with Custom Products, representing the Budget
Importing Projects without Products
Managing Work Orders
Date Management
BoM Status
Workflow Status
Work Order Tags & Work Order Custom Fields
Custom View Configuration
RFI Management
Bottleneck Report
How to prepare for the Workload Meeting
How to prepare for the Production Meeting
How to read the Bottleneck Report
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.
BoM Creation
Purchasing
Time Tracking
Invoicing
Material Management on the Shop Floor
Shipping
Closing Work Orders
Prerequisites:
Ideally, you will attend the Workshop as part of your onboarding process.
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.
Watch the Change Management webinar and fill out the Change Management Questionnaire.
Ideally, your organization will have completed the Initial Setup Checklist and General Navigation homework.
It is suggested that you and your organization read “” by Eli Goldratt.
Objectives:
As a result of this course, you will leave our workshop with:
Action items to complete your Onboarding of INNERGY.
A plan for creating and maintaining SOP Documents.
Several Onboarding Milestones either started or completed, and dates entered to the Target fields in the Onboarding area of INNERGY.
Information needed to go live with certain Onboarding Milestones when you get back to the office.
A better understanding of the software and how the various modules connect with each other.
Reinforcement of the Kotter Change Model and its application to your organization, with an emphasis on reducing resistance to change.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:
Creating Projects
Drawing Walls and Products
Controlling Products via Subassemblies
Custom Machining via 2D Part Editor
Part Manipulation via Part Properties
Shop Drawing Skills
Processing Work Orders
Managing Toolfiles, Processing Stations and Materials
Prerequisites
You have contacted your Toolbox representative to have a local copy of the Foundation Library installed onto your laptop.
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:
Familiarity with Toolbox.
Ability to get to work in designing jobs, processing work orders and creating shop drawings.
Many tips and tricks learned from conversations with industry peers.
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.
