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Services Career Path MS TS BIS

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Services Career Path

MSTSBIS

The process used by an employee to chart a course within Ricoh Services (BIS, MS and TS) for his or her career path and career development

Involves understanding what knowledge, skills, personal characteristics, and experience are required for an employee to develop his or her career

Can be lateral, or through access to promotions and/or departmental transfers.

Requires the employee to make a plan to obtain what is necessary in each of these areas to carry out his or her career path.

Starts by defining the opportunities available to them……

What is a Services Career Path?

Management Career Progression

Non-Management Career Progression

Document Specialist–1H,3HCourier--2HOn Site Services Specialist –3HSr. On Site Services Specialist –4H

Technology Services Engineer–11H

Technology Applications Specialist H8Print Support Specialist I/II–6H, 7HTechnology Service Technician I/II–6H, 7H

Managed Services Training Continuum

OSSS/SOSS Site Supervisor Site Manager Integrated Account Manager

Field Operations Manager/Area Director

Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS

Steps to Success 2TRAC Modules−Applicable to Site

Site Employee Modules- Applicable to Site

eLearning Courses (Recommended)MS Office Fundamental Courses

General Employee Development (Recommended)Climbing the Ladder Preserving the Customer Relationship

Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS

Steps to Success 2TRAC Modules−Applicable to Site

Site Procedures Guide Site Employee Train-the-Trainer Site Employee Modules- Applicable to Site

eLearning Courses (Recommended)MS Office Fundamental Courses

General Employee Development (Recommended)Climbing the LadderPreserving the Customer RelationshipGrowing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersPresentation SkillsApplied Presentation SkillsSL Financial TrainingMOR TrainingAccountability & Problem SolvingSuccession Planning

Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS

Steps to Success 2TRAC Modules −Applicable to Site

Site Employee Modules- Applicable to Site

Site Employee Train-the-TrainerSite Procedures Guide Coaching ModelSM Tier ISM Tier IISL Financial TrainingMOR TrainingPresentation SkillsApplied Presentation SkillsSuccession PlanningClimbing the Ladder

Management & Leadership Development Program (Required)• Leadership Effectiveness PlaybookFoundations for New ManagersAssessing & Selecting TalentManaging PerformanceManaging the Workplace EnvironmentDiversity for ManagersPerformance Mgt. Process

Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS

Steps to Success 2TRAC Modules −Applicable to Sites

Site Employee Modules-Applicable to Sites

Site Employee Train the TrainerSite Procedures GuideCoaching ModelIAM Tier lIAM Tier llProject ManagementSL Financial TrainingMOR TrainingPresentation SkillsApplied Presentation SkillsSuccession PlanningClimbing the Ladder

Required Training Steps to Success 1 RSE Customer ServiceRSE Culture and ToolsBenefits HIPAA /HITECH Mail Safety Code of EthicsOn Site Safety Ricoh New Employee Orientation ISMS

Steps to Success 2TRAC Modules −Applicable to Sites

Site Employee Modules-Applicable to Sites

Site Employee Train the TrainerSite Procedures GuideCoaching ModelIAM Tier lIAM Tier llProject ManagementSL Financial TrainingSuccession PlanningClimbing the Ladder

Managed Services Training Continuum

Continued

OSSS/SOSS Site Supervisor Site Manager Integrated Account Manager

Field Operations Manager/Area Director

eLearning Courses (Recommended)MS Office Fundamental CoursesMS Office Proficient Courses

General Employee Development (Recommended)Preserving the Customer Relationship Growing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersAccountability & Problem SolvingManaging Your BusinessProject Management

Management & Leadership Development Program (Required)•Leadership Effectiveness PlaybookFoundations for New ManagersAssessing & Selecting TalentManaging PerformanceManaging the Workplace EnvironmentDiversity for ManagersPerformance Mgt. Process

eLearning Courses (Recommended)MS Office Fundamental CoursesMS Office Proficient Courses

General Employee Development (Recommended)Preserving the Customer RelationshipGrowing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersAccountability & Problem SolvingManaging Your Business

Management & Leadership Development Program (Required)•Leadership Effectiveness PlaybookFoundations for New ManagersAssessing & Selecting TalentManaging PerformanceManaging the Workplace EnvironmentDiversity for ManagersPerformance Mgt. Process

eLearning Courses (Recommended)MS Office Fundamental CoursesMS Office Proficient CoursesMS Office Expert Courses

General Employee Development (Recommended)Preserving the Customer RelationshipGrowing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersPresentation SkillsApplied Presentation SkillsMOR TrainingAccountability & Problem SolvingManaging Your Business

Managed Services Training Continuum Continued

Print Support Specialist I Print Support Specialist II Service Delivery Specialist/ManagerRequired Training Steps to Success 1 RSE Customer Service RSE Culture and Tools Benefits HIPAA /HITECH Mail Safety Code of Ethics On Site Safety Ricoh New Employee Orientation ISMS

Steps to Success 2TRAC Modules −Applicable to SitePSS1 Reference Guide

Site Employee Training Modules- Applicable to Site

eLearning Courses (Recommended)MS Office Fundamental Courses

General Employee Development (Recommended)Climbing the Ladder Preserving the Customer Relationship

Required TrainingSteps to Success 1 RSE Customer Service RSE Culture and Tools Benefits HIPAA /HITECH Mail Safety Code of Ethics On Site Safety Ricoh New Employee Orientation ISMS

Steps to Success 2TRAC Modules − Applicable to SitePSS2 Reference Guide

eLearning Courses (Recommended) MS Office Fundamental Courses

General Employee Development (Recommended) Climbing the Ladder Preserving the Customer Relationship

Required Training Steps to Success 1 Steps to Success 2 TRAC Modules applicable to site SET Modules applicable to siteSDS/SDM Reference Guide SDS/SDM Tier I Program GuideSite Employee Train-the-TrainerSite Procedures Guide Coaching ModelSM Tier ISM Tier IISL Financial TrainingMOR TrainingPresentation SkillsApplied Presentation SkillsSuccession PlanningClimbing the LadderManagement & Leadership Development Program (Required)Foundations for New ManagersAssessing & Selecting TalentManaging PerformanceManaging the WorkplaceEnvironment Diversity for ManagersPerformance Mgt. ProcesseLearning Courses (Recommended)MS Office Fundamental CoursesMS Office Proficient CoursesGeneral Employee Development (Recommended)Preserving the Customer RelationshipGrowing Your AccountTime Management SkillsManagerial CourageEmpowerment: Empowering OthersAccountability & Problem SolvingManaging Your BusinessProject Management

Technology Services Training Continuum

TAS

Applications(First 90 days)

EDGE New Hire Training

Compliance(First 90 days)

See HR Compliance (including Customer First and ISMS Diversity)TS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required

Professional Development (First 90 days)

TAS Playbook The Perfect Service Call Interpersonal Communication:

Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business

Professional Development (Within 12 months)

Excelling at Customer ServiceDigital Color Basics or Competency Exam (6-12 months)

Professional Development (Within 18 months)

CTT+ certification

Core Requirements (First 90 days)

Technical Printing Technologies Scanning Technologies

Technology Services Training Continuum Continued

9

TASCore Requirements(90 -180 days)

Fax Basics

Hardware •Accessory• B to C MFP• BW MFP• BW Printer• Color MFP• Color Printer• Controllers & RIPs• Device Management• Digital Duplicator (optional)• Digital Wide Format• Geljet Printer• Production Printing – Color• Production Printing - B/W• Scanner•Fundamentals of Product Technology

Solutions(Within 12 months)

@Remote Tier 1 Self Paced for Service Professionals

@Remote Tier 2 Instructor Led for Service Professionals

Global Scan for 1st Responders Fiery Class Cloud Computing – online course Global Scan for 1st Responders

(recommended or required?) PCS Director recommended Fonality – recommended @Remote (Enterprise Pro)

recommended PPDM V3 (recommended)

Solutions(Within 18 months)

Hot Spot PrintingSupporting Security SolutionsMacintosh Fundamentals (1 day class)

Technology Services Training Continuum

Associate Technician and On Site Associate Tech

Technology Services Specialist I

Technology Services Specialist II

Production Systems & TS Specialist I

On-boarding(First 30 days)

Applications(First 90 days)

For On Site Associate Tech: RMS Steps to Success 1

For Associate Tech and On Site Associate Tech:EDGE New Hire Trainingwill include SCALT and Inventory

EDGE New Hire Trainingwill include SCALT and Inventory

EDGE New Hire Trainingwill include SCALT and Inventory

EDGE New Hire Trainingwill include SCALT and Inventory

Compliance(First 90 days)

See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required

See HR Compliance Learning PathTS Specific::•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required]

See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required]

See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required]

Professional Development (First 90 days)

Customer Awareness Training The Perfect Service Call Interpersonal Communication:

Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business

Customer Awareness Training The Perfect Service Call Interpersonal Communication:

Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business

Customer Awareness Training The Perfect Service Call Interpersonal Communication:

Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business

Customer Awareness Training The Perfect Service Call Interpersonal Communication:

Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business

Professional Development (Within 12 months)

Excelling at Customer Service Excelling at Customer Service Excelling at Customer Service A+ or Network+ or MCTS

Excelling at Customer Service Network+ or MCSA and either A+

or MCTS

Professional Development (Within 18mos.)

A+ Recommended A+ or Network+ or MCTS Participating in Teams Taking Control of Your Workday

Participating in Teams Taking Control of Your Workday

Participating in Teams Taking Control of Your Workday

Core Requirements (First 90 days)

Core Basics / Technology Essentials or Competency Exam

Digital Color Basics or Competency Exam

MFP Hardware Training

Core Basics / Technology Essentials or Competency Exam

Digital Color Basics or Competency Exam

MFP Hardware Training

Core Basics / Technology Essentials or Competency Exam

Digital Color Basics or Competency Exam

MFP Hardware Training

Core Basics / Technology Essentials or Competency Exam

& High Volume Equivalency Digital Color Basics or Competency Exam

Production Hardware Training

Technology Services Training Continuum Continued

11

Associate Technician and On Site Associate Tech

Technology Services Specialist I

Technology Services Specialist II

Production Systems & TS Specialist I

Core Requirements(90 -180 days)

Digital Troubleshooting Concepts Fax Basics Global Scan for 1st Responders

Digital Troubleshooting Concepts Fax Basics

Digital Troubleshooting Concepts Fax Basics

Digital Troubleshooting Concepts

Hardware Per local management direction based on Territory Requirements• Accessory• B to C MFP• BW MFP• BW Printer• Color MFP• Color Printer• Controllers & RIPs• Device Management• Digital Duplicator• Digital Wide Format• Geljet Printer• Production Printing – Color• Production Printing - B/W• Scanner

Per local management direction based on Territory Requirements• Accessory• B to C MFP• BW MFP• BW Printer• Color MFP• Color Printer• Controllers & RIPs• Device Management• Digital Duplicator• Digital Wide Format• Geljet Printer• Production Printing – Color• Production Printing - B/W• Scanner

Per local management direction based on Territory Requirements• Accessory• B to C MFP• BW MFP• BW Printer• Color MFP• Color Printer• Controllers & RIPs• Device Management• Digital Duplicator• Digital Wide Format• Geljet Printer• Production Printing – Color• Production Printing - B/W• Scanner

Per local management direction based on Territory Requirements Accessory Controllers & RIPs Digital Duplicator Digital Wide Format Production Printing – Color Production Printing - B/W Scanner

Solutions(Within 12 months)

@Remote Technical Printing Technologies

Teknoforce Proactive Services Global Scan for 1st Responders

@Remote Technical Printing Technologies

Teknoforce Proactive Services Global Scan for 1st Responders

@Remote Technical Printing Technologies

Teknoforce Proactive Services Global Scan for 1st Responders

@Remote Technical Printing Technologies Teknoforce Proactive Services Global Scan for 1st RespondersPer local management direction based on

Territory Requirements @Remote (Enterprise Pro) Fiery Solutions v2 PCS Director DocumentMall

Solutions(Within 18 months)

Scanning Technologies App 2 Me

Per local management direction based on Territory Requirements• Hot Spot Printing• DocumentMall

Scanning Technologies App 2 Me

Per local management direction based on Territory Requirements• Hot Spot Printing• DocumentMall

App 2 Me

Per local management direction based on Territory Requirements•Hot Spot Printing• DocumentMall

Per local management direction based on Territory RequirementsSupporting Security Solutions

Electives Macintosh Fundamentals Macintosh Fundamentals Macintosh FundamentalsFTSM DevelopmentSee Also – Management & Leadership Learning Paths

Macintosh FundamentalsFTSM DevelopmentSee Also – Management & Leadership Learning Paths

Technology Services Training Continuum Continued

12

Senior Technology Services Specialist

Production Systems Technology Services Specialist II

Technology Services Engineer

Applications(First 90 days)

EDGE New Hire Trainingwill include SCALT and Inventory

EDGE New Hire Trainingwill include SCALT and Inventory

EDGE New Hire Trainingwill include SCALT and Inventory

Compliance(First 90 days)

See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required

See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required

See HR Compliance Learning PathTS Specific:•HIPAA/HI-TECH•Driver Safety•Distracted Driving•All CS Modules•CAC Training as required

Professional Development (First 90 days)

Customer Awareness Training The Perfect Service Call Interpersonal Communication:

Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business

Customer Awareness Training The Perfect Service Call Interpersonal Communication: Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business

Customer Awareness Training The Perfect Service Call Interpersonal Communication: Listening Essentials Telephone Essentials for Business E-Mail Essentials for Business

Professional Development (Within 12 months)

Excelling at Customer Service Network+ or MCSA and either A+ or

MCTS

• Excelling at Customer Service• Network+ or MCSA and either A+ or MCTS

Excelling at Customer Service MCSE or MCITP

Professional Development (Within 18 months)

Participating in Teams Taking Control of Your Workday

Participating in Teams Taking Control of Your Workday

Participating in Teams Taking Control of Your Workday

Core Requirements (First 90 days) Core Basics / Technology Essentials or Competency Exam

Digital Color Basics or Competency Exam

MFP Hardware Training

Core Basics / Technology Essentials or Competency Exam and High Volume Equivalency

Digital Color Basics or Competency Exam Production Hardware Training

Core Basics / Technology Essentials or Competency Exam

Digital Color Basics or Competency Exam

Core Requirements(90 - 180 days)

Digital Troubleshooting Concepts Fax Basics

Digital Troubleshooting Concepts Teknoforce Proactive Services Global Scan for 1st Responders Network Services: Essentials & SMB Technologies

Hardware Per local management direction based on Territory Requirements Accessory B to C MFP BW MFP/PrinterColor MFP/PrinterControllers & RIPs Device Management Digital Duplicator Digital Wide Format Geljet Printer Production Printing – Color Production Printing - B/W Scanner

Per local management direction based on Territory Requirements Accessory Controllers & RIPs Digital Duplicator Digital Wide Format Production Printing – Color Production Printing - B/W Scanner

Per local management direction based on Territory RequirementsControllers & RIPs

Technology Services Training Continuum Continued

13

Senior Technology Services Specialist

Production Systems Technology Services Specialist II

Technology Services Engineer

Solutions(Within 12 months)

@Remote Technical Printing Technologies Scanning Technologies Teknoforce Proactive Services App2 Me

Per local management direction based on Territory Requirements

@ Remote (Enterprise Pro) Fiery Solutions v2 PCS Director DocumentMall HotSpot Enterprise

@Remote Technical Printing Technologies Scanning Technologies Teknoforce Proactive Services App 2 Me HotSpot Printing Supporting Security Solutions Global Scan for 1st Responders

Per local management direction based on Territory Requirements

Hot Spot Printing DocumentMall

Supporting Security SolutionsNetwork Services: Active Directory Infrastructure

Per local management direction based on Territory Requirements Controllers & RIPs Global Scan SLNX

Solutions(Within 18 months)

Supporting Security Solutions

Per local management direction based on Territory RequirementsSLNXeCopy

Per local management direction based on Territory RequirementsSLNXeCopy

Network Services: Messaging & Collaboration

Network Services: SonicWall Network Services: Supporting Fonality

PPDM V3 HotSpot Enterprise

Electives Macintosh Fundamentals Network Services: Essentials & SMB

Technologies FTSM Development

See Also – Management & Leadership Learning Paths

Macintosh Fundamentals Network Services: Essentials & SMB

Technologies FTSM Development

See Also – Professional Services and / or Management & Leadership Learning Paths

Macintosh Fundamentals Network Services: Essentials & SMB

Technologies FTSM Development

See Also – Professional Services and / or Management & Leadership Learning Paths

Technology Services Training Continuum Continued

14

Field Technology Services Manager Field Operations Manager/Area Director

Required Training OnePlus Benefits HIPAA /HITECH Code of Ethics Ricoh New Employee Orientation ISMS Territory Manager Coaching ModelManagement & Leadership Development Program (Required)• Leadership Effectiveness Playbook Foundations for New Managers FTSM Development Assessing & Selecting Talent Managing Performance Managing the Workplace Environment Diversity for Managers Performance Mgt. Process RLI – Manager level functionalityeLearning Courses (Recommended) Project ManagementGeneral Employee Development (Recommended) Preserving the Customer Relationship Site Employee Train-the-Trainer Growing Your Account Time Management Skills Managerial Courage Empowerment: Empowering Others Presentation Skills Applied Presentation Skills MOR Training Accountability & Problem Solving Managing Your BusinessBACK TO BASICS TRAINING SERIESRefresherPayroll RefresherHR Policy RefresherLeave of Absence ProcessTime and Attendance RefresherCorrective Action RefresherWorker’s Compensation Process

Required Training OnePlus Benefits HIPAA /HITECH Code of Ethics Ricoh New Employee Orientation ISMS Territory Manager Coaching ModelManagement & Leadership Development Program (Required)• Leadership Effectiveness Playbook Foundations for New Managers Assessing & Selecting Talent Managing Performance Managing the Workplace Environment Diversity for Managers Performance Mgt. Process RLI – Manager level functionalityeLearning Courses (Recommended) Project ManagementGeneral Employee Development (Recommended) Preserving the Customer Relationship Site Employee Train-the-Trainer Growing Your Account Time Management Skills Managerial Courage Empowerment: Empowering Others Presentation Skills Applied Presentation Skills MOR Training Accountability & Problem Solving Managing Your BusinessBACK TO BASICS TRAINING SERIESRefresherPayroll RefresherHR Policy RefresherLeave of Absence ProcessTime and Attendance RefresherCorrective Action RefresherWorker’s Compensation Process

Technology Services Certifications

* Either Microsoft Certified Systems Engineer or Microsoft Certified Solutions Expert** Either Microsoft Certified Systems Administrator or Microsoft Certified Solutions Associate

• Two Certifications: Either A+, Net+, MCTS, or MCSA** AND Security+

Technology Application Specialist • CTT+

Technology Services Certification

Changes and Suggestions

FOR INTERNAL USE ONLY - DO NOT DISTRIBUTE OUTSIDE OF RICOH 16

• Changes: Add Security+

• Changes: Add Security+

• Changes: Add Security+

Technology Application Specialist • Changes: Added CTT+

BIS Training Continuum

17

Admin AssociateAdmin AssistantSr. Admin Assistant

Executive Admin Assistant Document Specialist I/IIQuality Assurance Specialist

Technical Document SpecialistTechnical Tech Ops Specialist

(includes National)

Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report

Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501OversizeRicoh MPW3600/3601BindingMailoutsOn-Sites

Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating Practices

Left SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling

Level 5ATelephone EtiquetteReceptionist Phone ScriptPaging Sales Calls OutE-mail EtiquetteFacility Traffic LogPostageHandling Customer ChecksShippingPurchase OrdersPO AccrualsFIPS GuideSpherion POOrdering Supplies & Declining BudgetCOA Checklist & Monthly SOX Testing

Level 5BInvoicing – FIPS FIPS ModulesFIPS UpdaterField Office Setup & MaintenanceWho to ContactProduction OverviewSales OrderJob BuilderInter-CompanyVend WorkPTS DataFinal CheckInvoiceCommissionsCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition Policies

Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report

Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501OversizeRicoh MPW3600/3601BindingMailoutsOn-Sites

Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating Practices

Left SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling

Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report

Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501OversizeRicoh MPW3600/3601BindingMailoutsOn-Sites

Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating Practices

Left SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling

BIS Training Continuum Continued

18

Technical Document SpecialistTechnical Tech Ops Specialist

(includes National) cont

Assistant Shift Manager Assistant Shift Manager Assistant Shift ManagerContinued

Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced

Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report

Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501Oversize

Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced

Level 5ATelephone EtiquetteReceptionist Phone ScriptPaging Sales Calls OutE-mail EtiquetteFacility Traffic LogPostageHandling Customer ChecksShippingPurchase OrdersPO AccrualsFIPS GuideSpherion POOrdering Supplies & Declining BudgetCOA Checklist & Monthly SOX Testing

Level 5B ContinuedCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition PoliciesLevel 6The Job Call In ProcessShop Light StatusDeclining HoursJob Check In RequirementsShift TransferOvernight and Weekend Planning

Final CheckOrders OutError Reporting Process

BIS Training Continuum Continued

19

Technical Document SpecialistTechnical Tech Ops Specialist

(includes National)

Assistant Shift Manager Assistant Shift Manager Assistant Shift ManagerContinued

Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced

Ricoh MPW3600/3601BindingMailoutsOn-SitesLevel 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating PracticesLeft SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling

Level 5BInvoicing – FIPS FIPS ModulesFIPS UpdaterField Office Setup & MaintenanceWho to ContactProduction OverviewSales OrderJob BuilderInter-CompanyVend WorkPTS DataFinal CheckInvoiceCommissionsCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition Policies

Level 6The Job Call In ProcessShop Light StatusDeclining HoursJob Check In RequirementsShift TransferOvernight and Weekend PlanningFinal CheckOrders OutError Reporting Process

Level 7Management & Leadership DevelopmentRicoh Digital Online TrainingRicoh Coaching ModelManaging From the XMachine VisitsMaximizing ProductivityManager Checklist and Floor Management ExecutionLabor Revenue Tracking SpreadsheetOffice Contingency PlanMedia Duplication

BIS Training Continuum Continued

20

EDD Workflow Manager, Shift Manager, Site Manager

Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report

Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501OversizeRicoh MPW3600/3601BindingMailoutsOn-Sites

Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating PracticesLeft SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling

Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced

Level 5ATelephone EtiquetteReceptionist Phone ScriptPaging Sales Calls OutE-mail EtiquetteFacility Traffic LogPostageHandling Customer ChecksShippingPurchase OrdersPO AccrualsFIPS GuideSpherion POOrdering Supplies & Declining BudgetCOA Checklist & Monthly SOX Testing

Level 5BInvoicing – FIPS FIPS ModulesFIPS UpdaterField Office Setup & MaintenanceWho to ContactProduction OverviewSales OrderJob BuilderInter-CompanyVend WorkPTS DataFinal CheckInvoiceCommissionsCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition Policies

BIS Training Continuum Continued

21

EDD Workflow Manager, Shift Manager, Site Manager

Level 6The Job Call In ProcessShop Light StatusDeclining HoursJob Check In RequirementsShift TransferOvernight and Weekend PlanningFinal CheckOrders OutError Reporting Process

Level 7Management & Leadership Development

Ricoh Digital Online TrainingRicoh Coaching ModelManaging From the XMachine VisitsMaximizing ProductivityManager Checklist and Floor Management ExecutionLabor Revenue Tracking SpreadsheetOffice Contingency PlanMedia Duplication

Level 8 Where to get Ricoh FormsSOX Monthly Self AuditsState Law ResourcesFederal and State Law PostingsShift Manager Delegation SkillsMicrosoft Excel BasicMicrosoft WordOperations ResponsibilitiesSales ResponsibilitiesEquipment Combinations and PackagingBest Practices and Form UsageFIPSWorking with Percentages & QuizCosted SchedulesCredit RebillsNew Hire DocumentsSite Certification – Keeping Tasks Organized

How to Present a Huddle

Level 8 continuedOnsites-The Customer and YouOnsites-Sales ForceOnsites-RFP, SOW, BidOnsites-StaffingOnsites-Equipment DeploymentOnsites-Project Instructions/NeedsOnsites-FIPS BillingOnsites-Copier RentalFinancial Principals

BIS Training Continuum Continued

22

National Operations Manager EDD, Operations Manager I, Operations Manager II

Level 1New Employee OrientationFasTimeHIPAASecurity PolicyJob ExpectationsHistory of LDS/BISBIS StructureBIS Service OfferingsJob JacketJob GradingProduction Tracking SheetWaste SystemTour QualityWork Station SetupIntro to PS+ScanningProper Barcode UsagePS+ Problem ResolutionsException Report

Level 2Copy FundamentalsChecking FundamentalsRicoh 907EXColorKonica CPP650/Ricoh C6501Oversize

Level 2 continuedRicoh MPW3600/3601BindingMailoutsOn-Sites

Level 3Quality Control Process13 Checking FundamentalsQuality Control Standard Operating PracticesLeft SideAuto QC @1 SecondQCS NotesRight SideE-LabelManual (Bates) Labeling

Level 4Import CDBates CapturesOptical Character RecognitionFile/Folder NamingCD BurningCD LabelingS2F AdministrationPrint CDQR Import/ To Be Produced

Level 5ATelephone EtiquetteReceptionist Phone ScriptPaging Sales Calls OutE-mail EtiquetteFacility Traffic LogPostageHandling Customer ChecksShippingPurchase OrdersPO AccrualsFIPS GuideSpherion POOrdering Supplies & Declining BudgetCOA Checklist & Monthly SOX Testing

Level 5BInvoicing – FIPS FIPS ModulesFIPS UpdaterField Office Setup & MaintenanceWho to ContactProduction OverviewSales OrderJob Builder

Level 5B continuedInter-CompanyVend WorkPTS DataFinal CheckInvoiceCommissionsCustomersCredit / Re-billsLearning AssetDiscountsPro-Bono WorkSign and Post InvoicesPayablesReportsRevenue Recognition Policies

Level 6The Job Call In ProcessShop Light StatusDeclining HoursJob Check In RequirementsShift TransferOvernight and Weekend PlanningFinal CheckOrders OutError Reporting Process

BIS Training Continuum Continued

23

National Operations Manager EDD, Operations Manager I, Operations Manager II

Level 7Management & Leadership DevelopmentRicoh Digital Online TrainingRicoh Coaching ModelManaging From the XMachine VisitsMaximizing ProductivityManager Checklist and Floor Management ExecutionLabor Revenue Tracking SpreadsheetOffice Contingency PlanMedia Duplication

Level 8 Where to get Ricoh FormsSOX Monthly Self AuditsState Law ResourcesFederal and State Law PostingsShift Manager Delegation SkillsFundamentalsMicrosoft Excel BasicMicrosoft WordOperations ResponsibilitiesSales ResponsibilitiesEquipment Combinations and Packaging

Level 8 continuedBest Practices and Form UsageFIPSWorking with Percentages & QuizCosted SchedulesCredit RebillsNew Hire DocumentsSite Certification – Keeping Tasks OrganizedHow to Present a HuddleOnsites-The Customer and YouOnsites-Sales ForceOnsites-RFP, SOW, BidOnsites-StaffingOnsites-Equipment DeploymentOnsites-Project Instructions/NeedsOnsites-FIPS BillingOnsites-Copier RentalFinancial Principals

Level 9Conducting Productive MeetingsThe Meeting ProcessThe 15 minute Shift Manager (SMART) meetingProduction Management Meeting

Level 9 continuedExecutive Team Meeting / Contributing in Sales MeetingsEmail in the WorkplaceWriting Effective EmailsHIPAA Master ChecklistSafety CommitteeSupplies/Ordering

Level 10Month End Close Checklist – Short VersionPre-Close ChecklistUnderstanding the General Ledger (GL)Close Process (Day 1 Forward)Post Close ReconciliationReading & Understanding Additional Financial ReportsPolicy-Revenue RecognitionPolicy-3rd party vendors and sub contractor agreementsPolicy-Preferred vendorsPolicy-LaptopPolicy-Gift and gratuityPolicy-Signing authorityPolicy-COD/Default credit limitTrip Manager and Travel PolicyRisk ManagementAccounting

Level 10 continuedHRMRCLegalService Excellence WebsiteManager Self ServeApplicant Tracking SystemConcur Expense ReportingHow to use Webex/Bell South/Net MeetingGlobal Help DeskForecastingBreak EvenLabor and Revenue TrackingPayroll close processBad Debt and DSOThe Site CertificationThe Ops CouncilP Card-RoughMoving a locationWhat to do when (phones are down, evacuation, fire, natural disaster, network is down)Deadline ComplianceConducting IDP’sBehavioral InterviewingManaging Direct ReportsYour first 30 days as an OMThe Annual Review Process

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Questions?

Thank You.