CUSTOMER ONBOARDING
Your first weeks with INNERGY ENGINEERING
A guided path from kickoff to go-live, with your team working hands-on in the tool the whole way.
60
minute kickoff call
4–6
weeks end to end
1
dedicated onboarding specialist
WHY IT WORKS THIS WAY
Profitability is made prior to the sawdust.
The money in a millwork business is made upstream of the saw, in estimating, project management, and engineering. INNERGY ENGINEERING is INNERGY's 2D and 3D modeling and drawing environment for the millwork industry, and onboarding is aimed squarely at that upstream work: getting clean, correct drawings and machine output moving to the floor sooner, so your team stops reworking and starts releasing on time.
THE JOURNEY
Six weeks, one at a time
Each week builds on the last. Where you land in the four to six week range depends mostly on how complete your setup information is when we start.
Kickoff and Machine Connection
Scope and goals agreed, and your machines wired up for output from a tools list, machine list, sample code, and nest report.
Optimizer
Nesting and machine output dialed in, running on the connections built in week one.
Model space
Walls and wall surfaces, products placed against them, and annotations. The model everything downstream reads from.
Sheets and scenes
Submittal drawings built from live scenes that update with the model, or static scenes your team annotates.
Pilot project
One representative live project modeled together, with machine output verified end to end.
Go-live and review
New projects start in ENGINEERING, and you measure against the baseline you set on day one.
BEFORE WEEK 1
A short list to gather up front
These four items are what Machine Connection runs on in week 1. Nothing needs to be perfect, and nothing needs to wait for the rest. Partial and early beats complete and late, so send what you have as you go.
Your tools list, every tool in your tooling library as it stands in the machines today.
Machine brand and model, for every machine that needs output from ENGINEERING.
One sample program per machine, all of them, not one program as a stand-in for the fleet.
The nest report generated from that same sample code.
THE WEEKLY RHYTHM
Every week, Classroom sessions and a check-in
After kickoff, each week includes several live Classroom sessions on that week's topic, where your team works hands-on in the tool, plus a check-in call with your onboarding specialist. Attend the sessions that fit your calendar.
Bring what came up in those sessions to the check-in. It is a standing slot with your specialist for review, unblocking, and Q&A on whatever you hit that week.
WHO'S IN THE ROOM
The people who make it work
Four roles carry the project. We name all of them before the kickoff call ends.
INNERGY Onboarding Specialist
Owns your plan, runs your Classroom sessions and check-in calls, and is your first call when something breaks.
Executive sponsor
Clears roadblocks and owns the business outcome.
Project owner, your side
Day-to-day decisions, gathers inputs, and keeps your team moving.
Champion / lead drafter
First to learn the tool, then teaches the rest of the team.
WHAT YOU GET
The team and tools behind you
Your Onboarding Specialist
One point of contact who owns your plan, runs your sessions, and is your first call when something breaks.
Classroom sessions
Several live sessions each week on the current topic, with your team working hands-on in the tool.
Weekly check-in call
Review and Q&A, or training if it comes first. A standing slot for whatever the week brings.
peAk
Our Learning Management System. Not just how to use the software, but how to run a better shop.
Knowledge Base
Searchable written answers, including 29 Engineering articles and videos, without waiting on us.
INNERGY Success Hub
Your onboarding status, notes, and action items, shared across both teams.
These don't expire when onboarding does. peAk, the Knowledge Base, and the Success Hub are yours for as long as you're with INNERGY.
Move the right work to the floor, in a perfect state, on time.
That is what onboarding is built to deliver.