2 0 1 6
CUSTOMER CONFERENCE
DETAILED SCHEDULE
PRE-CONFERENCE – WEDNESDAY MAY 4TH, 2016
7:00 PM - 9: 00 PM – BADGE PICKUP & COCKTAIL RECEPTION
DAY 1 – THURSDAY MAY 5TH, 2016
7:00 AM - 8: 00 AM – BREAKFAST8:15 AM - 9:00 AM – STEVE COWAN & ASHLEY PAGLIARO – CONFERENCE KICK-OFF 9:00 AM - 10:30 AM – NETWORKING WORKSHOP – DOUG BOLGER
10:30 AM - 10:50 AM – BREAK 10:50 AM - 12:00 PM
SERVICE WORK FLOW: CONNECTING THE DOTS PRESENTER: MAGGIE PAUL, ACCOUNT MANAGER
The Jonas Service Solution includes several modules that work together to give you and your customers the best possible experience. This workshop will walk you through the full Service Cycle from A to Z using e-Service, Dispatch Scheduler, eMobile, and Jonas Service Billing.
PARTNER LAB
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
We take pride in our Business Partners. Join us to learn more about whom we are working with. ProEst, BlackMesh and GlobalVcard will be in attendance.
ProEst - an innovative construction estimating solution that combines the power of SQL with
the intuitive look-and-feel of Microsoft Office, which lessens the learning curve to speed adoption.
BlackMesh – a managed service provider, delivers cloud-based solutions to government agencies, non-profit
organzations, development groups, and large enterprise corporations to help them become more sustainable.
GlobalVCard – a leader in electronic payments, providing virtual cards, mobile payment solutions, and corporate purchasing cards.
GENERAL REPORTING OVERVIEW
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
There are so many ways to report in Jonas the challenge is to know when to use each option. Standard Jonas Reports, F9 Reports, Report Generator, DataMart, and e-Reporting will all be discussed as we explore the best reporting solution for common requirements in Jonas.
JONAS TOOLS
PRESENTER: NATASHA BAWA, CUSTOMER EXCELLENCE COORDINATOR
There are so many ‘hidden features’ in Jonas including the Executive Dashboard, JMAIL, Contacts, Jonas Help; join us in the informative session to learn all about how Jonas tools can provide you with added value. We will also be show casing our New Client Gateway!
12:05 PM - 1:05 PM
DISPATCH SCHEDULER: WHAT’S NEW AND TIPS AND TRICKS PRESENTER: MAGGIE PAUL, ACCOUNT MANAGER
Our Development team was very busy with Dispatch Scheduler since our last customer conference. There are several new features that we are very excited to share with you; from a dynamic F2 lookup to the return of ‘Go to Tech’, the 12.6 Dispatch Scheduler is truly ‘new and improved’.
JOB COSTING
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
This workshop will provide an overview of our newest features and additions in Project Management, Subcontract, and Change Order Management. We will also explore industry best practices and how to maximize your Job Costing experience and result in Jonas.
DIGIO: BEGINNER
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
Become more paperless and streamline your business using Digio, our Document Management system. This session will focus on how to store, manage and track your documents in one central location and how Digio fully integrates with Jonas. Emphasis will be on how to set up Digio to optimize easy retrieval and searches, how to set up users in Digio giving them access to documents relative to their responsibilities. Join this workshop if you are just starting to use Digio.
GL, AR, AND AP
PRESENTER: ANGELA BRUTTO, VP OF CUSTOMER EXPERIENCE
Join us for an introduction to some of the innovative changes we have added to General Ledger, AR, and AP. From new Drill Downs to updated Inquiries, you asked, and we listened. Time permitting, we will also be exploring Best Practices in this session.
1:05 PM - 2:05 PM LUNCH
2:10 PM - 3:10 PM DIGIO: ADVANCED
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
This session will focus on all the advanced features of Digio. How workflow approval process can be set up and
integrated with Jonas, how to optimize the viewing of documents using folders and subfolders, set up defaults and pick lists so documents are stored in a consistent manner. Learn how Digio and E-Digio can be used for document retrieval and approval from remote access. See how Digio is integrated with all of our eProducts. New features and enhancements will also be covered during this session as well.
PROJECT MANAGEMENT
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
We are very excited to show you what is new in Project Management in 12.6. Please join us for this workshop to see the new Job Documents and Dashboard. This session will not includea formal group but please bring your ideas for future development as discussion related to next steps will be included.
US PAYROLL
PRESENTER: MIKE LASANOWSKI, PAYROLL SPECIALIST
The Jonas U.S. payroll module is one of the most sophisticated in Jonas. It has several options and flags allowing
you to customize it to your business. This session is geared to those who have a general understanding of Jonas Payroll process and are looking for a more comprehensive look at unique ways you can use payroll in Jonas. This will be a very interactive session enabling you to leverage from other users as we share best practices. We will cover processing and procedures surrounding multi union/groups, remittances, direct deposit, fringes, journal entries, creating reports to track your employees time and show what’s new in U.S. payroll in Jonas.
DATAMART BEGINNER
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
Have you ever wanted to unleash your Jonas Data? This workshop will help you understand the basics of DataMart, how to use the data dictionary, accessing your data, and creating reports across all modules within Jonas. We will learn how to use pivot tables and slicers with the use of Microsoft Excel and PowerPivot. By the end of the class we will have created a simple yet powerful report with the abilities to analyze its data quickly. 3:15 PM - 4:15 PM
GENERAL REPORTING OVERVIEW
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
There are so many ways to report in Jonas the challenge is to know when to use each option. Standard Jonas Reports, F9 Reports, Report Generator, DataMart, and e-Reporting will all be discussed as we explore the best reporting solution for common requirements in Jonas.
INTRODUCTION TO PROJECT SCHEDULER
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
Come and see our newest Job Costing module! Gantt charts, Jonas resource scheduling, and integration to Jonas, excel, and MS Project are just a few of the highlights of this much anticipated addition.
CANADIAN PAYROLL
PRESENTER: MIKE LASANOWSKI, PAYROLL SPECIALIST
The Jonas Canadian payroll module is one of the most sophisticated in Jonas. It has several options and flags allowing
you to customize it to your business. This session is geared to those who have a general understanding of Jonas Payroll process and are looking for a more comprehensive look at unique ways you can use payroll in Jonas. This will be a very interactive session enabling you to leverage from other users as we share best practices. We will cover processing and procedures surrounding multi union/groups, remittances, direct deposit, burdens, journal entries, creating reports to track your employees time and show what’s new in Canadian payroll in Jonas
INTRODUCTION TO E-REPORTING PRESENTER: ORTON BAKER, VP OF R&D
The much-anticipated e-Reporting module is now available in Jonas. Join us for this informative session that will
hi-light the power and flexibility of this innovative new tool.
4:15 PM - 4:35 PM BREAK WITH FIT BREAK 4:40 PM - 5:20 PM
GROUP BREAKOUT WITH JONAS STAFF 6:30 PM - 11:00 PM
10:50 AM - 12:00 PM
SERVICE WORK FLOW: CONNECTING THE DOTS PRESENTER: MAGGIE PAUL, ACCOUNT MANAGER
The Jonas Service Solution includes several modules that work together to give you and your customers the best possible experience. This workshop will walk you through the full Service Cycle from A to Z using e-Service, Dispatch Scheduler, eMobile, and Jonas Service Billing.
PARTNER LAB
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
We take pride in our Business Partners. Join us to learn more about whom we are working with. ProEst, BlackMesh and GlobalVcard will be in attendance.
ProEst - an innovative construction estimating solution that combines the power of SQL with
the intuitive look-and-feel of Microsoft Office, which lessens the learning curve to speed adoption.
BlackMesh – a managed service provider, delivers cloud-based solutions to government agencies, non-profit
organzations, development groups, and large enterprise corporations to help them become more sustainable.
GlobalVCard – a leader in electronic payments, providing virtual cards, mobile payment solutions, and corporate purchasing cards.
GENERAL REPORTING OVERVIEW
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
There are so many ways to report in Jonas the challenge is to know when to use each option. Standard Jonas Reports, F9 Reports, Report Generator, DataMart, and e-Reporting will all be discussed as we explore the best reporting solution for common requirements in Jonas.
JONAS TOOLS
PRESENTER: NATASHA BAWA, CUSTOMER EXCELLENCE COORDINATOR
There are so many ‘hidden features’ in Jonas including the Executive Dashboard, JMAIL, Contacts, Jonas Help; join us in the informative session to learn all about how Jonas tools can provide you with added value. We will also be show casing our New Client Gateway!
12:05 PM - 1:05 PM
DISPATCH SCHEDULER: WHAT’S NEW AND TIPS AND TRICKS PRESENTER: MAGGIE PAUL, ACCOUNT MANAGER
Our Development team was very busy with Dispatch Scheduler since our last customer conference. There are several new features that we are very excited to share with you; from a dynamic F2 lookup to the return of ‘Go to Tech’, the 12.6 Dispatch Scheduler is truly ‘new and improved’.
JOB COSTING
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
This workshop will provide an overview of our newest features and additions in Project Management, Subcontract, and Change Order Management. We will also explore industry best practices and how to maximize your Job Costing experience and result in Jonas.
DIGIO: BEGINNER
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
Become more paperless and streamline your business using Digio, our Document Management system. This session will focus on how to store, manage and track your documents in one central location and how Digio fully integrates with Jonas. Emphasis will be on how to set up Digio to optimize easy retrieval and searches, how to set up users in Digio giving them access to documents relative to their responsibilities. Join this workshop if you are just starting to use Digio.
GL, AR, AND AP
PRESENTER: ANGELA BRUTTO, VP OF CUSTOMER EXPERIENCE
Join us for an introduction to some of the innovative changes we have added to General Ledger, AR, and AP. From new Drill Downs to updated Inquiries, you asked, and we listened. Time permitting, we will also be exploring Best Practices in this session.
1:05 PM - 2:05 PM LUNCH
2:10 PM - 3:10 PM DIGIO: ADVANCED
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
This session will focus on all the advanced features of Digio. How workflow approval process can be set up and
integrated with Jonas, how to optimize the viewing of documents using folders and subfolders, set up defaults and pick lists so documents are stored in a consistent manner. Learn how Digio and E-Digio can be used for document retrieval and approval from remote access. See how Digio is integrated with all of our eProducts. New features and enhancements will also be covered during this session as well.
PROJECT MANAGEMENT
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
We are very excited to show you what is new in Project Management in 12.6. Please join us for this workshop to see the new Job Documents and Dashboard. This session will not includea formal group but please bring your ideas for future development as discussion related to next steps will be included.
US PAYROLL
PRESENTER: MIKE LASANOWSKI, PAYROLL SPECIALIST
The Jonas U.S. payroll module is one of the most sophisticated in Jonas. It has several options and flags allowing
you to customize it to your business. This session is geared to those who have a general understanding of Jonas Payroll process and are looking for a more comprehensive look at unique ways you can use payroll in Jonas. This will be a very interactive session enabling you to leverage from other users as we share best practices. We will cover processing and procedures surrounding multi union/groups, remittances, direct deposit, fringes, journal entries, creating reports to track your employees time and show what’s new in U.S. payroll in Jonas.
DATAMART BEGINNER
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
Have you ever wanted to unleash your Jonas Data? This workshop will help you understand the basics of DataMart, how to use the data dictionary, accessing your data, and creating reports across all modules within Jonas. We will learn how to use pivot tables and slicers with the use of Microsoft Excel and PowerPivot. By the end of the class we will have created a simple yet powerful report with the abilities to analyze its data quickly. 3:15 PM - 4:15 PM
GENERAL REPORTING OVERVIEW
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
There are so many ways to report in Jonas the challenge is to know when to use each option. Standard Jonas Reports, F9 Reports, Report Generator, DataMart, and e-Reporting will all be discussed as we explore the best reporting solution for common requirements in Jonas.
INTRODUCTION TO PROJECT SCHEDULER
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
Come and see our newest Job Costing module! Gantt charts, Jonas resource scheduling, and integration to Jonas, excel, and MS Project are just a few of the highlights of this much anticipated addition.
CANADIAN PAYROLL
PRESENTER: MIKE LASANOWSKI, PAYROLL SPECIALIST
The Jonas Canadian payroll module is one of the most sophisticated in Jonas. It has several options and flags allowing
you to customize it to your business. This session is geared to those who have a general understanding of Jonas Payroll process and are looking for a more comprehensive look at unique ways you can use payroll in Jonas. This will be a very interactive session enabling you to leverage from other users as we share best practices. We will cover processing and procedures surrounding multi union/groups, remittances, direct deposit, burdens, journal entries, creating reports to track your employees time and show what’s new in Canadian payroll in Jonas
INTRODUCTION TO E-REPORTING PRESENTER: ORTON BAKER, VP OF R&D
The much-anticipated e-Reporting module is now available in Jonas. Join us for this informative session that will
hi-light the power and flexibility of this innovative new tool.
4:15 PM - 4:35 PM BREAK WITH FIT BREAK 4:40 PM - 5:20 PM
GROUP BREAKOUT WITH JONAS STAFF 6:30 PM - 11:00 PM
DINNER & TORONTO BLUE JAYS GAME AT ROGERS CENTRE
10:50 AM - 12:00 PM
SERVICE WORK FLOW: CONNECTING THE DOTS PRESENTER: MAGGIE PAUL, ACCOUNT MANAGER
The Jonas Service Solution includes several modules that work together to give you and your customers the best possible experience. This workshop will walk you through the full Service Cycle from A to Z using e-Service, Dispatch Scheduler, eMobile, and Jonas Service Billing.
PARTNER LAB
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
We take pride in our Business Partners. Join us to learn more about whom we are working with. ProEst, BlackMesh and GlobalVcard will be in attendance.
ProEst - an innovative construction estimating solution that combines the power of SQL with
the intuitive look-and-feel of Microsoft Office, which lessens the learning curve to speed adoption.
BlackMesh – a managed service provider, delivers cloud-based solutions to government agencies, non-profit
organzations, development groups, and large enterprise corporations to help them become more sustainable.
GlobalVCard – a leader in electronic payments, providing virtual cards, mobile payment solutions, and corporate purchasing cards.
GENERAL REPORTING OVERVIEW
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
There are so many ways to report in Jonas the challenge is to know when to use each option. Standard Jonas Reports, F9 Reports, Report Generator, DataMart, and e-Reporting will all be discussed as we explore the best reporting solution for common requirements in Jonas.
JONAS TOOLS
PRESENTER: NATASHA BAWA, CUSTOMER EXCELLENCE COORDINATOR
There are so many ‘hidden features’ in Jonas including the Executive Dashboard, JMAIL, Contacts, Jonas Help; join us in the informative session to learn all about how Jonas tools can provide you with added value. We will also be show casing our New Client Gateway!
12:05 PM - 1:05 PM
DISPATCH SCHEDULER: WHAT’S NEW AND TIPS AND TRICKS PRESENTER: MAGGIE PAUL, ACCOUNT MANAGER
Our Development team was very busy with Dispatch Scheduler since our last customer conference. There are several new features that we are very excited to share with you; from a dynamic F2 lookup to the return of ‘Go to Tech’, the 12.6 Dispatch Scheduler is truly ‘new and improved’.
JOB COSTING
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
This workshop will provide an overview of our newest features and additions in Project Management, Subcontract, and Change Order Management. We will also explore industry best practices and how to maximize your Job Costing experience and result in Jonas.
DIGIO: BEGINNER
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
Become more paperless and streamline your business using Digio, our Document Management system. This session will focus on how to store, manage and track your documents in one central location and how Digio fully integrates with Jonas. Emphasis will be on how to set up Digio to optimize easy retrieval and searches, how to set up users in Digio giving them access to documents relative to their responsibilities. Join this workshop if you are just starting to use Digio.
GL, AR, AND AP
PRESENTER: ANGELA BRUTTO, VP OF CUSTOMER EXPERIENCE
Join us for an introduction to some of the innovative changes we have added to General Ledger, AR, and AP. From new Drill Downs to updated Inquiries, you asked, and we listened. Time permitting, we will also be exploring Best Practices in this session.
1:05 PM - 2:05 PM LUNCH
2:10 PM - 3:10 PM DIGIO: ADVANCED
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
This session will focus on all the advanced features of Digio. How workflow approval process can be set up and
integrated with Jonas, how to optimize the viewing of documents using folders and subfolders, set up defaults and pick lists so documents are stored in a consistent manner. Learn how Digio and E-Digio can be used for document retrieval and approval from remote access. See how Digio is integrated with all of our eProducts. New features and enhancements will also be covered during this session as well.
PROJECT MANAGEMENT
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
We are very excited to show you what is new in Project Management in 12.6. Please join us for this workshop to see the new Job Documents and Dashboard. This session will not includea formal group but please bring your ideas for future development as discussion related to next steps will be included.
US PAYROLL
PRESENTER: MIKE LASANOWSKI, PAYROLL SPECIALIST
The Jonas U.S. payroll module is one of the most sophisticated in Jonas. It has several options and flags allowing
you to customize it to your business. This session is geared to those who have a general understanding of Jonas Payroll process and are looking for a more comprehensive look at unique ways you can use payroll in Jonas. This will be a very interactive session enabling you to leverage from other users as we share best practices. We will cover processing and procedures surrounding multi union/groups, remittances, direct deposit, fringes, journal entries, creating reports to track your employees time and show what’s new in U.S. payroll in Jonas.
DATAMART BEGINNER
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
Have you ever wanted to unleash your Jonas Data? This workshop will help you understand the basics of DataMart, how to use the data dictionary, accessing your data, and creating reports across all modules within Jonas. We will learn how to use pivot tables and slicers with the use of Microsoft Excel and PowerPivot. By the end of the class we will have created a simple yet powerful report with the abilities to analyze its data quickly. 3:15 PM - 4:15 PM
GENERAL REPORTING OVERVIEW
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER
There are so many ways to report in Jonas the challenge is to know when to use each option. Standard Jonas Reports, F9 Reports, Report Generator, DataMart, and e-Reporting will all be discussed as we explore the best reporting solution for common requirements in Jonas.
INTRODUCTION TO PROJECT SCHEDULER
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
Come and see our newest Job Costing module! Gantt charts, Jonas resource scheduling, and integration to Jonas, excel, and MS Project are just a few of the highlights of this much anticipated addition.
CANADIAN PAYROLL
PRESENTER: MIKE LASANOWSKI, PAYROLL SPECIALIST
The Jonas Canadian payroll module is one of the most sophisticated in Jonas. It has several options and flags allowing
you to customize it to your business. This session is geared to those who have a general understanding of Jonas Payroll process and are looking for a more comprehensive look at unique ways you can use payroll in Jonas. This will be a very interactive session enabling you to leverage from other users as we share best practices. We will cover processing and procedures surrounding multi union/groups, remittances, direct deposit, burdens, journal entries, creating reports to track your employees time and show what’s new in Canadian payroll in Jonas
INTRODUCTION TO E-REPORTING PRESENTER: ORTON BAKER, VP OF R&D
The much-anticipated e-Reporting module is now available in Jonas. Join us for this informative session that will
hi-light the power and flexibility of this innovative new tool.
4:15 PM - 4:35 PM BREAK WITH FIT BREAK 4:40 PM - 5:20 PM
GROUP BREAKOUT WITH JONAS STAFF 6:30 PM - 11:00 PM
4:15 PM - 4:35 PM BREAK WITH FIT BREAK 4:40 PM - 5:20 PM
GROUP BREAKOUT WITH JONAS STAFF 6:30 PM - 11:00 PM
DINNER & TORONTO BLUE JAYS GAME AT ROGERS CENTRE
DAY 2 – FRIDAY MAY 6TH, 2016
7:30 AM - 8:30 AM - BREAKFAST8:45 AM - 9:45 AM - KEYNOTE SPEAKER- SARA ROSS ON EMOTIONAL INTELLEGANCE
9:50 AM - 10:05 AM - BREAK
10:05 AM - 11:05 AM
EMOBILE: IMPROVING TECH PRODUCTIVITY
PRESENTER: ASHELY PAGLIARO, MANAGER, ACCOUNT MANAGEMENT
The popular eMobile solution is a mainstay for many of our Service Users. Join us in this workshop to see what we have added to this popular module and how to maximize efficiency by utilizing new features such as Billing in the Field.
EQUIPMENT MANAGEMENT
PRESENTER: NADINE RYNKOWSKI, PRODUCT SPECIALIST
The Equipment Management workshop will be of interest to anyone who wants to better track the equipment assets they use on a daily basis; whether it is your heavy equipment being used on jobs, your service or site vehicles, or even your tools. This workshop will review basic processes, reporting and integration to other modules such as tool crib and service billing.
DATAMART ADVANCED - *PRE-REQUISITE IS JONAS DATAMART BEGINNER
PRESENTER: SAM MENDELSON, VP OF BUSINESS DEVELOPMENT
Learn how to create powerful and sophisticated reports with your Jonas Data. We’ll be going into the back-end of SQL Server to learn how to write SQL views that enable reporting across modules and/or provide a granular view of your data. You must have attended Beginner DataMart Class either this year or last year to get the most out of this class. Our focus will be on a deeper understanding of a relationship database, the use of keys, and how to create relationships between various tables. By the end of the class you’ll be able to understand what it takes to build a complex report, how to plan it and create it.
EMPLOYEE CERTIFICATIONS AND FOCUS GROUP
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER & FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
P A G E 4 Join us for an introduction to the Employee Certifications, our newest addition to Jonas 12.6. We will also
be using this opportunity to get your feedback on where we can best made additions to this module as we anticipating Phase II development in the second half of 2016.
DAY 2 – FRIDAY MAY 6TH, 2016
7:30 AM - 8:30 AM - BREAKFAST8:45 AM - 9:45 AM - KEYNOTE SPEAKER- SARA ROSS ON EMOTIONAL INTELLEGANCE 9:50 AM - 10:05 AM - BREAK
10:05 AM - 11:05 AM
EMOBILE: IMPROVING TECH PRODUCTIVITY
PRESENTER: ASHELY PAGLIARO, MANAGER, ACCOUNT MANAGEMENT
The popular eMobile solution is a mainstay for many of our Service Users. Join us in this workshop to see what
we have added to this popular module and how to maximize efficiency by utilizing new features such as Billing
in the Field.
EQUIPMENT MANAGEMENT
PRESENTER: NADINE RYNKOWSKI, PRODUCT SPECIALIST
The Equipment Management workshop will be of interest to anyone who wants to better track the equipment assets they use on a daily basis; whether it is your heavy equipment being used on jobs, your service or site vehicles, or even your tools. This workshop will review basic processes, reporting and integration to other modules such as tool crib and service billing.
DATAMART ADVANCED - *PRE-REQUISITE IS JONAS DATAMART BEGINNER PRESENTER: SAM MENDELSON, VP OF BUSINESS DEVELOPMENT
Learn how to create powerful and sophisticated reports with your Jonas Data. We’ll be going into the back-end of SQL Server to learn how to write SQL views that enable reporting across modules and/or provide a granular view of your data. You must have attended Beginner DataMart Class either this year or last year to get the most out of this class. Our focus will be on a deeper understanding of a relationship database, the use of keys, and how to create relationships between various tables. By the end of the class you’ll be able to understand what it takes to build a complex report, how to plan it and create it.
EMPLOYEE CERTIFICATIONS AND FOCUS GROUP
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER & FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
Learn how to create powerful and sophisticated reports with your Jonas Data. We’ll be going into the back-end of SQL Server to learn how to write SQL views that enable reporting across modules and/or provide a granular view of your data. You must have attended Beginner DataMart Class either this year or last year to get the most out of this class. Our focus will be on a deeper understanding of a relationship database, the use of keys, and how to create relationships between various tables. By the end of the class you’ll be able to
11:10 AM - 12:10 PM DIGIO ADVANCED
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
This session will focus on all the advanced features of Digio. How workflow approval process can be set up and
integrated with Jonas, how to optimize the viewing of documents using folders and subfolders, set up defaults and pick lists so documents are stored in a consistent manner. Learn how Digio and E-Digio can be used for document retrieval and approval from remote access. See how Digio is integrated with all of our eProducts. New features and enhancements will also be covered during this session as well.
EPROJECT FOCUS GROUP
PRESENTER: ORTON BAKER, VP OF R&D; FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT, & ANNE STEVENSON, PRODUCT MANAGER
We will begin this focus group be introducing our new Field Time application. We would like to receive your feedback on Development to date as well as your input on what key areas will be required to create a truly comprehensive Project Management Mobile solution.
PARTNER LAB
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
We take pride in our Business Partners. Join us to learn more about whom we are working with. ProEst, BlackMesh and GlobalVcard will be in attendance.
ProEst - an innovative construction estimating solution that combines the power of SQL with the intuitive
look-and-feel of Microsoft Office, which lessens the learning curve to speed adoption.
BlackMesh – a managed service provider, delivers cloud-based solutions to government agencies, non-profit
organizations, development groups, and large enterprise corporations to help them become more sustainable.
GlobalVCard – a leader in electronic payments, providing virtual cards, mobile payment solutions, and corporate purchasing cards.
TOP 10 SUPPORT QUESTIONS
PRESENTER: HASEEB TARIQ, TECHNICAL ANALYST
Join us to review and discuss the most common questions that come up in support. Things you should know you didn’t know about the software and how to overcome basic support questions.
12:15 PM - 1:15 PM LUNCH
1:20 PM - 2:05 PM
DEVELOPMENT ROAD MAP 2:10 PM - 3:10 PM
SERVICE CONTRACTS & FOCUS GROUP
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT, & ANNE STEVENSON, PRODUCT MANAGER
In this focus group, we will be hi-lighting the changes to Service Contract in 12.6 and then move into a discussion about where this key module needs to move in 12.7 and beyond. If you are a Service Contract user don’t miss this opportunity to contribute to the Development process.
PURCHASE ORDER, PROCUREMENT AND INVENTORY: WHAT’S NEW AND BEST PRACTICES PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
This informative session will explore new features including a Digio approval process in Procurement. We will include an overview of best practices and common reporting requirements in these areas of Jonas. CREATING LOYAL CUSTOMERS
PRESENTER: ANGELA BRUTTO, VP OF CUSTOMER EXPERIENCE
In today’s competitive climate, retaining customers is more important than ever. In this session we will look
at how to map out your customers’ experience. Topics will include creating customer profiles and mapping their lifecycle. This will also include a workshop for you to build a typical customer profile for your business.
DATAMART BEGINNER
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
Have you ever wanted to unleash your Jonas Data? This workshop will help you understand the basics of DataMart, how to use the data dictionary, accessing your data, and creating reports across all modules within Jonas. We will learn how to use pivot tables and slicers with the use of Microsoft Excel and Powerpivot. By the end of the class we will have created a simple yet powerful report with the ability to analyze its data quickly. 3:15 PM - 3:30 PM
BREAK WITH FIT BREAK 3:35 PM - 4:35 PM
SERVICE BILLING
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
Service Billing continues to be one of our most robust modules. Whether you use it as a standalone solution or in conjunction with any of the e-products, this workshop is for you. We will be hi-lighting the newest features and functionality in this module as well as our Best Practices.
JOB BILLING: CONSTRUCTION MANAGEMENT, PROGRESS, DEPOSITS
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
Join us for this informative session on Job Billing in Jonas. Whether you use Construction Management
or Progress Billing you will find this session to be informative. We will include an overview of the new
Job Deposits feature added in Jonas 12.6. eREPORTING
PRESENTER: ORTON BAKER, VP OF R&D
The much anticipated e-Reporting module is now available in Jonas. Join us for this informative session
that will hi-light the power and flexibility of this innovative new tool.
SUBCONTRACT CONTROLS
PRESENTER: NADINE RYNKOWSKI, PRODUCT SPECIALIST
The Subcontract workshop will explore how to best utilize Subcontract Control. From the basics of setting
up your Subcontracts, to creating Payment Certificates, to integration to your Billing Applications, this course
will cover it all. If you have ever considered using the Subcontract module, or just want to use it better, this is a must attend workshop.
DAY 2 – FRIDAY MAY 6TH, 2016
7:30 AM - 8:30 AM - BREAKFAST8:45 AM - 9:45 AM - KEYNOTE SPEAKER- SARA ROSS ON EMOTIONAL INTELLEGANCE 9:50 AM - 10:05 AM - BREAK
10:05 AM - 11:05 AM
EMOBILE: IMPROVING TECH PRODUCTIVITY
PRESENTER: ASHELY PAGLIARO, MANAGER, ACCOUNT MANAGEMENT
The popular eMobile solution is a mainstay for many of our Service Users. Join us in this workshop to see what
we have added to this popular module and how to maximize efficiency by utilizing new features such as Billing
in the Field.
EQUIPMENT MANAGEMENT
PRESENTER: NADINE RYNKOWSKI, PRODUCT SPECIALIST
The Equipment Management workshop will be of interest to anyone who wants to better track the equipment assets they use on a daily basis; whether it is your heavy equipment being used on jobs, your service or site vehicles, or even your tools. This workshop will review basic processes, reporting and integration to other modules such as tool crib and service billing.
DATAMART ADVANCED - *PRE-REQUISITE IS JONAS DATAMART BEGINNER PRESENTER: SAM MENDELSON, VP OF BUSINESS DEVELOPMENT
Learn how to create powerful and sophisticated reports with your Jonas Data. We’ll be going into the back-end of SQL Server to learn how to write SQL views that enable reporting across modules and/or provide a granular view of your data. You must have attended Beginner DataMart Class either this year or last year to get the most out of this class. Our focus will be on a deeper understanding of a relationship database, the use of keys, and how to create relationships between various tables. By the end of the class you’ll be able to understand what it takes to build a complex report, how to plan it and create it.
EMPLOYEE CERTIFICATIONS AND FOCUS GROUP
PRESENTER: ANNE STEVENSON, PRODUCT MANAGER & FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
Learn how to create powerful and sophisticated reports with your Jonas Data. We’ll be going into the back-end of SQL Server to learn how to write SQL views that enable reporting across modules and/or provide a granular view of your data. You must have attended Beginner DataMart Class either this year or last year to get the most out of this class. Our focus will be on a deeper understanding of a relationship database, the use of keys, and how to create relationships between various tables. By the end of the class you’ll be able to
understand what it takes to build a complex report, how to plan it and create it.
11:10 AM - 12:10 PM DIGIO ADVANCED
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
This session will focus on all the advanced features of Digio. How workflow approval process can be set up and
integrated with Jonas, how to optimize the viewing of documents using folders and subfolders, set up defaults and pick lists so documents are stored in a consistent manner. Learn how Digio and E-Digio can be used for document retrieval and approval from remote access. See how Digio is integrated with all of our eProducts. New features and enhancements will also be covered during this session as well.
EPROJECT FOCUS GROUP
PRESENTER: ORTON BAKER, VP OF R&D; FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT, & ANNE STEVENSON, PRODUCT MANAGER
We will begin this focus group be introducing our new Field Time application. We would like to receive your feedback on Development to date as well as your input on what key areas will be required to create a truly comprehensive Project Management Mobile solution.
PARTNER LAB
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
We take pride in our Business Partners. Join us to learn more about whom we are working with. ProEst, BlackMesh and GlobalVcard will be in attendance.
ProEst - an innovative construction estimating solution that combines the power of SQL with the intuitive
look-and-feel of Microsoft Office, which lessens the learning curve to speed adoption.
BlackMesh – a managed service provider, delivers cloud-based solutions to government agencies, non-profit
organizations, development groups, and large enterprise corporations to help them become more sustainable.
GlobalVCard – a leader in electronic payments, providing virtual cards, mobile payment solutions, and corporate purchasing cards.
TOP 10 SUPPORT QUESTIONS
PRESENTER: HASEEB TARIQ, TECHNICAL ANALYST
Join us to review and discuss the most common questions that come up in support. Things you should know you didn’t know about the software and how to overcome basic support questions.
12:15 PM - 1:15 PM LUNCH
1:20 PM - 2:05 PM
DEVELOPMENT ROAD MAP 2:10 PM - 3:10 PM
SERVICE CONTRACTS & FOCUS GROUP
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT, & ANNE STEVENSON, PRODUCT MANAGER
In this focus group, we will be hi-lighting the changes to Service Contract in 12.6 and then move into a discussion about where this key module needs to move in 12.7 and beyond. If you are a Service Contract user don’t miss this opportunity to contribute to the Development process.
PURCHASE ORDER, PROCUREMENT AND INVENTORY: WHAT’S NEW AND BEST PRACTICES PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
This informative session will explore new features including a Digio approval process in Procurement. We will include an overview of best practices and common reporting requirements in these areas of Jonas. CREATING LOYAL CUSTOMERS
PRESENTER: ANGELA BRUTTO, VP OF CUSTOMER EXPERIENCE
In today’s competitive climate, retaining customers is more important than ever. In this session we will look
at how to map out your customers’ experience. Topics will include creating customer profiles and mapping their lifecycle. This will also include a workshop for you to build a typical customer profile for your business.
DATAMART BEGINNER
PRESENTER: SAM MENDELSOHN, VP OF BUSINESS DEVELOPMENT
Have you ever wanted to unleash your Jonas Data? This workshop will help you understand the basics of DataMart, how to use the data dictionary, accessing your data, and creating reports across all modules within Jonas. We will learn how to use pivot tables and slicers with the use of Microsoft Excel and Powerpivot. By the end of the class we will have created a simple yet powerful report with the ability to analyze its data quickly. 3:15 PM - 3:30 PM
BREAK WITH FIT BREAK 3:35 PM - 4:35 PM
SERVICE BILLING
PRESENTER: NADINE MACHADO, IMPLEMENTATION CONSULTANT
Service Billing continues to be one of our most robust modules. Whether you use it as a standalone solution or in conjunction with any of the e-products, this workshop is for you. We will be hi-lighting the newest features and functionality in this module as well as our Best Practices.
JOB BILLING: CONSTRUCTION MANAGEMENT, PROGRESS, DEPOSITS
PRESENTER: FRANCESCO CASTAGNA, DIRECTOR OF PRODUCT DEVELOPMENT
Join us for this informative session on Job Billing in Jonas. Whether you use Construction Management
or Progress Billing you will find this session to be informative. We will include an overview of the new
Job Deposits feature added in Jonas 12.6. eREPORTING
PRESENTER: ORTON BAKER, VP OF R&D
The much anticipated e-Reporting module is now available in Jonas. Join us for this informative session
that will hi-light the power and flexibility of this innovative new tool.
SUBCONTRACT CONTROLS
PRESENTER: NADINE RYNKOWSKI, PRODUCT SPECIALIST
The Subcontract workshop will explore how to best utilize Subcontract Control. From the basics of setting
up your Subcontracts, to creating Payment Certificates, to integration to your Billing Applications, this course
will cover it all. If you have ever considered using the Subcontract module, or just want to use it better, this is a must attend workshop.
6:30 PM - 11:00 PM