All of our Business Process Assessments are molded around our customers’ needs. BPAs can be broadly focused to cover your entire shop, or they can be focused to specific problem areas such as:

• Accounting
• Production
• Job Costing
• Etc.

2-DAY BUSINESS PROCESS ASSESSMENT
This review combines a database assessment with a system process evaluation. Combining these two crucial analysis along with collecting information from your key players, the consultant gains a perspective of your full business from quote to cash. Halfway through day two, the consultant will compile the findings into a comprehensive spreadsheet comparing your current process with our recommended improvements. At the end of day two, a final review of the findings will be delivered to the management team providing suggestions for the future.

• Database Examination
• Process Assessment
• 2-Day On-Site
• Review

3-DAY BUSINESS PROCESS ASSESSMENT
The 3-day BPA is inclusive of the evaluations performed in the 2-day BPA. In addition, this assessment includes an additional day on-site for initial training on the short-term opportunities to get you realizing benefits from your assessments immediately. Learn what opportunities you have, and start acting on them before your consultant leaves.

• Database Examination
• Process Assessment
• 3-Day On-Site
• Recommendations
• Goal Setting
• Short-term goal training

ANDREA NAGURSKI
Prior to working for JobBOSS, Andrea worked in manufacturing for 7 years as an Inventory Manager and Production Planner for a large manufacturing company. She also worked for a smaller manufacturing company in an accounting capacity with responsibilities including month/year end inventory, monthly closings, day to day accounting transactions and material cost accounting prior to joining the JobBOSS team.

Being a trainer for 8 years, Andrea has trained over 4,000 customers to understand JobBOSS and Synergy features and functions and how to use both to benefit their company.

Andrea believes scheduling any shop environment is loaded with challenges! But she enjoys the challenge of analyzing customer processes and shop resources to configure JobBOSS in the most efficient way possible to ensure capacity and load information is correct, up to date and reliable.

TRACY LeMASTER
Tracy is an accomplished professional with the demonstrated ability to perform in fast-paced, competitive environments while improving quality control and overseeing tight budgets. He is a technically oriented executive with diverse and progressive experience in product development, manufacturing production, operations management, project management, purchasing and budgets. He is also adept at analyzing markets and working with customers to uncover unmet needs—and then developing marketing, sales and process strategies to meet those needs. One constant of his professional experience is the ability to produce results.

EDMOND MELNYCHUK
Edmond Melnychuk has more than 20 years’ experience in the software industry, fourteen of which as an Exact manufacturing and application consultant and developer. His impressive track record includes creative solutions, data migrations and database repair or recovery. He has performed countless JobBOSS installs, upgrades and Access to SQL conversions. Edmond is a sought after resource for on-site solutions and training.

RICK NICHOLSON
Rick’s background encompasses more than 25 years of experience in manufacturing, operations, quality, engineering, and ERP software. Rick has held many key management positions throughout his career and understands the challenges you face each day. His deep knowledge for JobBOSS and manufacturing allows Rick to critically look at your business and improve process flow using unique Exact JobBOSS features such as: Wireless Data Collection, Crystal Reports, Material Management and Scheduling. Rick is also very equipped to educate your team through implementation and general JobBOSS training.

“We contracted with Job Boss Software for a BPA analysis in October 2010. We had been using Job Boss since 1997 and felt that we needed to use it better. The actual two day analysis was done over, late November. It was done with the involvement of all participants using the operating system at Brant Form Teck. All players’ comments were documented and reported to us in the report, so to give us a training plan for the company. These interviews were done professionally and all gained some knowledge of the software from the consultant. This analysis was quite intensive and opened our eyes to how badly we were using JOB Boss. The report came about two to three weeks after the visit. The report gave us a clear understanding of where we stood now, where we could go, and with a road map of how to get there. It had specific recommendations on how to get there with the most effective way possible. We highly recommend this format for gaining better utilization of your existing JOB Boss operating system”.

- Vic VanDeCappelle, Brant Form Teck, Ltd

“The Exact BPA we had implemented helped reduce our data entry steps quite a bit, thus helping increase our business by 20% without adding any overhead costs.”

- Kevin Beach, R&D Specialty Manco

“The BPA with JobBOSS helped us document a plan to reduce our reliance on external systems and increase our utilization of JobBOSS. Hearing process recommendations from an external, impartial expert resonated very well with our internal staff and energized them to move forward. The consultant that came on site was very professional and very knowledgeable about JobBOSS and manufacturing best practices which is evidenced in the 56 page detailed report we received from her.”

- John Johnston, Operations Manager, R&M Manufacturing Co., LLC

A supplier of equipment and parts to the oil and gas, farming, mining and engineering industries wanted to make the transition from a traditional family-type business to a modern organization. With strong customer ties built up over 50 years, it wanted to ensure it retained the best of the old while improving efficiency behind the scenes. The question was: where to start? Having read about the JobBOSS BPA, they thought it could help them learn from people who knew their systems and their business. The company didn’t want accountants; they wanted “techie, operational” consultants who could “look for ways to make things better.” The company had three goals: to discover what they didn’t know; to learn how to implement JobBOSS properly; and to get some insights into how to change. The resulting BPA report surprised the company – pleasantly. It helped slash paperwork by convincing people to trust the software. It identified major opportunities to standardize, streamline and increase the efficiency of the inventory and picking and packing processes. It led to the introduction of a “warehouse concept” in which staff can be more proactive. And the willingness of the consultants to show, as well as explain, the benefits of a change proved a powerful persuader in itself.

A JobBOSS Business Process Assessment helps you to improve your efficiency today and manage change for tomorrow – without having to re-engineer your business. Although there is never a bad time to check the efficiency of processes, there are a number of triggers that can make a BPA particularly worthwhile:

Growth
Manage and capitalize on expansion, diversification, reorganizations and strategic changes to your business.

People
Minimize the loss of knowledge that happens when key people move on to a new position or expansion or reduction in workforce occurs.

Economy
Becoming lean and efficient with processes, come out stronger from economic downturns with increasing efficiency and profitability.

Investment
Remove the uncertainty over the need for a major IT investment. Have a clear picture and plan for required resources and tools needed to support your business goals. Remove the uncertainty of whether added resources are truly needed. A BPA helps in all of these cases.

Common signs you need a BPA:

1. Do you ship from sales orders (inventory)?
   How confident are you of the accuracy of your finished part costs? If there are missed costs profitability reporting will be inaccurate. Commonly shops do not take the time to analyze job costing before putting parts into stock. This results in incorrect cost vs. project reporting.
2. Have you ever noticed that the “completed quantity” on the job isn’t correct when looking at the Job Cost Detail or other similar report?
   Often when customers ship a partial from stock and partial from WIP, they are unaware that JobBOSS must be “told” to get the parts from stock. If not done correctly the completed quantity will be inaccurate, throw off production costs, and the inventory will still show in stock.
3. Do you buy materials to jobs rather than picking from inventory?
   What happens with any leftover materials? Are they stacking up against a wall? How can you have them be visible in JobBOSS to use on other jobs?
4. Are Customers expecting materials traceability for their products?
   How much time is spent prepping the paperwork for each shipment? JobBOSS can simplify the process in a number of ways.