Step 1: Learn & Practice

Welcome to the Start of Your VOGSY Onboarding.

Successful software adoption begins with a strong foundation. In this initial phase, Step 1: Learn & Practice, we establish that foundation through direct interaction with the system. This document serves as your roadmap for both the kick-off session and the subsequent self-learning track.

Our objective is two-fold: first, to ensure complete strategic alignment during the kick-off; and second, to encourage a "hands-on" approach from the very beginning. By taking these first steps in the software yourself, we ensure a rapid learning curve and a seamless transition toward your first go-Live.

Focus: Alignment, System Access, and Initial Familiarization.

Agenda for the Kick-Off session

1. Welcome & Introductions

   - Introductions for any new participants

2. Goals & Milestones

   - Set and confirm project goals

   - Align on key milestones

3. Scope for first Go-Live

   - Review processes included the first release

4. Current Tooling Overview

   - Walk through the tooling list (retain, replace, or integrate)

5. Team Setup & Communication

   - Confirm team members and their roles

   - Agree on communication channels and expectations

6. Onboarding steps

   - Understand the required onboarding workflow

   - Q&A sheet guidelines

7. VOGSY access and Setup

   - Activate VOGSY

   - Walk through the pre-populated demo projects

8. Planning for upcoming sessions

   - Agree on timing and team members for the calls

   - Confirm a target Go-Live date ("deadline")

   - Agree on meeting cadence

   - Define who needs to be on each call

After the kick-off, jump straight into VOGSY with a self-learning exercise. This hands-on experience is crucial for understanding navigation before the first official session.

1. Creat Core Data

   - Set up a customer organization

   - Create a contact person

2. Generate a Sales Cycle

   - Create an opportunity

   - Generate a corresponding quote

3. Build a Test Project

   - Create a project that mirrors a real project as closely as possible

   - Include employees for staffing and time logging (ideally, team members of the onboarding team)

4. Complete the Cycle

   - Plan the resources

   - Log several time entries

   - Create an invoice

To prepare yourself well for the kick-off & self-learning session, read the following document:

- Learn how VOGSY works