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How to Approach iCat Training
How to Approach iCat Training

What do you do next? How do you learn how to use the software? Get advice on best practices when adopting a technology infrastructure.

Support MD avatar
Written by Support MD
Updated over a week ago

You're reading this article either because you already have iCat or you are thinking of getting iCat and want to know how best to train your teams.

Think of iCat as an accounting software.  Those purchasing accounting software typically have varying degrees of understanding in terms of what they need from accounting software to continue their day-to-day financial operations and reporting.

Would you happen to have a good understanding of your requirements and processes?  Is your team aware of them?

For sure, the quick answer is YES.  Yes, you are currently processing contents.  Yes, you are handling jobs.  You must be doing something right to warrant using iCat to help you improve and manage your growth.  

So, let's start here: What is your current process?  Take the time to write out your process, even in the most basic big block format.  It's a valuable exercise for your team and will likely take minutes.   Then, use this process to ask: How can iCat assist with this process?  Then, all of a sudden, you are navigating the features within iCat with purpose, of helping you deliver on your existing process.

As you begin to seed iCat into your current process and operations, you will naturally have "aha" moments where some processes will be tweaked, changed, removed altogether, and new ones inserted into place.  Until then, get confident using iCat in a manner which supports what you are doing right now.

Here's an example of Big Process Blocks in your contents operations: 

Receive a New Job
Pack-Out Inventory
Bring Contents To Warehouse
Clean/Restore/Package
Store Contents
Reporting/Billing
Deliver Contents

Once you have the Big Process Blocks written out, break it down further.  

When analyzing your macro and micro processes, you can continue to get deeper and deeper into the micro steps until you have a perfect picture of your production and administrative process driving your current business.  

You are ready to learn how to use iCat quickly in every scenario.

Let's Begin.

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