Breakout Descriptions
Sales & Marketing
End User Retention: The Whys and the Hows
On the surface, everyone understands the importance of retaining clients for the long term. However, most of us don’t take it as seriously as we should … and our bottom lines are suffering as a result. In this session, you will learn:
• Why retaining clients may be one of your most important strategies for long-term profitability
• Why your retirement depends on it
• Things you should be doing to ensure clients for life • Ways to generate annuity business from your client base
How to Sizzle - Not Burn - During the Sales Process
Effectively delivering clear and concise information about the benefits of your software solution is more important than ever in what has become an increasingly crowded and competitive marketplace. This fun, action-packed breakout will assist you in gathering upfront information from your prospect so that you can prepare a professionally developed demonstration and shorten your sales cycle. This session is for all partners—both rookies and veterans, OSAS and/or TRAVERSE—who want to dramatically improve their return on investment.
Implement a Vertical Market Strategy
Michael Bertini will present how to identify, research and implement an effective vertical market plan in your business. Don’t miss this opportunity to change your sales strategy and build
consistent prospect opportunities.
The Learning Partner Program – What It Is and How You Win
The Learning Partner Program has a track record for helping partners move forward. Many partners have taken full advantage of its offerings and continue to be instructed, motivated, and mentored to greater success. If you’re not one of them, this session is for you. You will learn:
• Which offerings make up the LPP
• What benefits you should receive as an LPP member • How to maximize your ROI
LPP Partner Roundtables: Your Ticket to Synergy & Accountability
OK, you’ve been to the LPP workshops and you understand the need to keep working ON and not just IN your business. You’ve made some positive progress. BUT … finding the time and discipline to consistently work on your business is easier said than done. This session just may provide an answer to your dilemma. You’ll learn how the new LPP Partner Roundtables:
• Will provide you peer accountability, teamwork and synergy
• Are organized to facilitate consistent and significant partner progress • Are the logical next step to your success
• Will expand your thinking and knowledge for how to grow your business
Marketing 101
What are you doing today to market your business? What can the OSI team do to help you? If you need a few new ideas on how to jump-start your marketing, join us. We’ll take a look at some traditional and non-traditional ideas that you can implement today to prepare your business for tomorrow.
Pricing Strategies for the Future
Plan on joining this session to find out how you can utilize the many pricing options when selling OSAS or TRAVERSE. How does the competition price their solutions? How does OSAS/TRAVERSE compare? And with the new pricing, are there any pitfalls that I should be aware of? Also find out how to utilize financing options through Open Systems, Inc. for new sales, upgrades, and even CES renewals. In addition, does it make sense for your customer to “rent” their accounting software?
Pricing options today: BUY IT……… FINANCE IT……… RENT IT………..
Smooth Transitions – TRAVERSE for the OSAS Partner/Customer
Are you an OSAS partner who is contemplating taking on TRAVERSE – but you fear the “gotchas” of such an endeavor? Or maybe you’re a TRAVERSE partner who has encountered a long-time OSAS customer looking to convert to TRAVERSE, and you’re concerned about the hurdles you and the customer may face in the transition. Come join us for this informative, OSI partner-lead breakout where we will discuss:
• How to add TRAVERSE to your business solutions mix if you are currently offering OSAS only
• What preparation and data issues you will need to consider before converting an OSAS customer to TRAVERSE
• Checklists that you can utilize and provide to OSAS customers to insure a smooth migration from OSAS to TRAVERSE
• Setup and migration tips to assist you in converting an OSAS customer to TRAVERSE • The common questions and challenges that long-time OSAS clients will ask and face
once they convert from OSAS to TRAVERSE
We promise you will walk away with a new perspective and the knowledge that will assist you in migrating your clients, increasing your revenue, winning new business and improving your client retention!
Telesales: What Do I Say After ‘Hello’?
Learn how to make calls that bring you more revenue. We’ll discuss customer call campaigns and prospect campaigns. We’ll also share scripts and help you hone your phone skills. We promise not to make you role-play!
Using the Internet as a Marketing Tool
This session is designed to introduce you to some exciting, innovative tools that are available on the Internet; tools that will help you in all aspects of your corporate marketing. Upgrade your corporate image, execute direct mail campaigns, optimize your website, learn about online advertising, and find out how to build a mailing list for free. We’ll also talk about some basic fundamentals of marketing as it relates to each of these categories.
OSAS
Advanced ODBC
This class will cover some advanced features for ODBC. Some of the items to be discussed will be options for limiting access, DDBuilder, accessing last year files, and creating a pivot table.
BASIS IDE Overview and Configuration
Learn the features of the powerful BASIS Integrated Development Environment. This breakout covers the setup of the IDE as well as the features included in the tool.
BBj Install for Beginners
This class will demonstrate the process involved with the installation of the v7.03 BBj in a Windows environment. The discussion will involve the JRE (Java Runtime Environment),
creating a Windows user and other prerequisites of the installation. Through the process, class discussion will involve some of the installation differences between BBx and BBj, desktop and enterpriseinstallation procedures.
Choosing Your Platform: BBj or Pro/5
This breakout will show you the benefits your clients can gain from the two platforms offered with OSAS v7.0 and 7.5. Understanding the requirements of the platforms and the features offered with each can help you recommend the solution that best fits your client’s needs.
BBj for the PRO/5 Programmer
Making the move to BBj can seem like a challenge for long-time PRO/5 programmers, but it's really not difficult. This special two-hour breakout session examines the many ways in which BBj and PRO/5 are alike, and also discusses the differences between them. If you program in PRO/5, you'll be surprised at how easy it is to move forward with your development efforts!
Common Support Questions with OSAS
This breakout will cover the most common recent support question topics; for example: printers, pathing, sharing documents and the JRE. If time permits we will also discuss the process and techniques that can be used to resolve common BBx and FlexLM errors through live examples.
Effectively Utilizing the Newest BASIS Features in OSAS 7.x
BASIS highlights some of the latest language features by creating a digital dashboard using the newest GUI controls such as graphs; spinner controls; and font, file/directory, and color
choosers. BASIS also demonstrates how to recreate traditionally preprinted forms employing
software that is programmed using either an object-oriented API (Application Programming Interface) or traditional mnemonics.
Enhancing OSAS with BASIS Technology
BASIS demonstrates many ways that users of both current OSAS versions and some older
versions can make use of new database-centric features. See how you can use stored procedures to provide easy access to OSAS data from third-party applications; learn how triggers can easily manage, control access to, and manipulate data on the fly; learn how record sets enable rapid data-bound application development with new RAD wizards; and see how you can use SQL to create keys on strategic fields to gain data access speed improvements.
Features of OSAS v7.5
This breakout will cover the great new things users will receive in the OSAS v7.5 release. Come and find out about the features offered to users on each platform.
OSAS 7.0: Configuring/Using the Graphical General Report Writer
This breakout will walk through the installation and setup issues regarding the Graphical General Report Writer. It will include the configuration and use of the server as both an executable and as a windows service, and the customization of report displays.
OSAS 7.0: Exploring the BBj Enterprise Manager
This breakout will review and explore the relationship between several Enterprise Manager settings and your OSAS BBj installation. This breakout will include a discussion of the log files available to debug memory, BLM issues, and OSAS errors.
OSAS 7.03 BBj OSAS ODBC Setup
This breakout will walk through the basic setup and creation of data sources using the BBj ODBC Driver (OSAS version 7.03 with BBJ). With the setup of data sources, the breakout will demonstrate how to link these data sources to the OSAS data for use with Microsoft Excel, MS Query and Microsoft Access.
OSAS v7.5 Under the Hood
OSAS version 7.5 contains a number of file and technical enhancements you’ll need to be aware of if you modify OSAS or maintain a vertical application. This breakout will provide you with an understanding of these new features to make it easier for you to move your applications to
OSAS Tips and Tricks
This breakout will cover several under utilized features of the software as well as some of the new enhancements available with OSAS 7.03. We’ll discuss and demonstrate topics such as Ship Tracking, Address Mapping, OSAS user configuration and more.
Programming with the BASIS IDE
The BASIS IDE is a powerful programming tool. This breakout will show you how to make the most of the IDE to manage your development projects.
Security and OSAS
BBj offers several new security features, some of which are available in OSAS and some that you can optionally take advantage of with some changes to OSAS. Learn about all of the security options available to your clients, including passwords, file encryption, SSL, and Enterprise Manager tools.
Thin Clients for OSAS
You can run OSAS on BBj using any of three different thin client options: the BASIS Thin Client, Java Web Start, and the browser. Learn the benefits and drawbacks of each option and how to set them up so that you can help your clients choose the best option for them.
Troubleshooting OSAS Installs
Common issues encountered during and after the installation of the v7.03 Open Systems software will be addressed. Topics will include flexLM errors, BASIS License Manager, BBj Services administration, pathing setup implications and printer setup. This course is designed for attendees that would like simple explanations of the causes of these types of issues.
Understanding Networks and TCP/IP
If you didn’t already know that TCP/IP stands for “Transmission Control Protocol/ Internet Protocol” you may want to attend this breakout session. It covers the basics of network
configuration, including setting up and managing TCP/IP on your clients’ network installations.
Using Info-Alert with OSAS 7.03
This breakout discusses the installation, setup, and administration of Info-Alert as it interacts with OSAS. We’ll include examples demonstrating the uses of predefined alerts as well as explanations of the Work Flow Intelligence file (WFI), Data Source configuration, and the basics of using the Info-Alert Toolkit.
Web Services with OSAS and TRAVERSE
For years we’ve been touting web services as the future platform for Open Systems’
development efforts. Come to this breakout to learn more about how web services work, how you can use them in your own development efforts, and to see real examples of how both consumed and offered web services work with OSAS and TRAVERSE.
TRAVERSE
Access and SQL Tips Using TRAVERSE
This breakout will cover using both Access and SQL to trouble shoot TRAVERSE data and give some behind-the-scene pointers. A must attend class for the TRAVERSE support person. This is not a programming level class.
Creating Installable Updates: How to Deploy Modifications to Your Client Using TRAVERSE Technology
You’ve modified TRAVERSE for a client (or several clients) and you want to install it at their site with minimal manual intervention (or better yet, give them instructions to install it
themselves)! Come to this breakout to learn the easy and efficient tools utilized by the Open Systems Consulting department.
Custom Data Conversions
A demo will cover importing third party data into TRAVERSE. Simple data migration tools provided by SQL Server’s Enterprise Manager will be used to transfer data from Excel
spreadsheets and Access databases into SQL Server. Familiarity with Enterprise Manager will be needed for this part of the breakout.
Digital Dashboard
Impress your customers by providing a value-added service through the creation of custom dashboards. Take Digital Dashboard to the next level by exploring its custom capabilities.
Modifying TRAVERSE - Best Practices
During this session, members will be presented with various strategies for customizing TRAVERSE to your customer’s needs.
SQL Server Reporting Services
Attendees will learn the basics of the newest reporting tool for Microsoft SQL Server, including how to create a simple report, how to schedule the report to run at a specific time, how to publish the report to a SharePoint portal, and how to use a Reporting Services report with the new
TRAVERSE Report Viewer.
TRAVERSE 10.5 CRM
This class will cover the setup and features of the new CRM application for TRAVERSE. Topics covered will be how to set up and use Contacts, Tasks, Campaigns and Bulk Communications.
TRAVERSE 10.5 DRP and MRP Product Overview
This presentation will be a functional overview of the DRP (Distribution Requirements Planning) and the MRP (Manufacturing Requirements Planning) products. These products are easy to present, have quick setup, and offer a lot of value for the dollar. Both products essentially utilize existing data in the Sales Order, Purchase Order, Inventory, Manufacturing, and BOM/Kitting areas.
TRAVERSE 10.5 Features Overview
Trying to put together a plan on what to discuss with your customers about 10.5? This is the class for you. During this session we will cover an overview of the new 10.5 feature set.
TRAVERSE 10.5 GL Budgets
Unlimited GL budgets are a new feature for TRAVERSE. This class will cover setting up GL budgets. We’ll cover complete functionality, including the interface with the GL statements and the Excel add-in. This is a great class for support and implementation personnel.
TRAVERSE 10.5 Manufacturing
We’ll provide a quick overview of the TRAVERSE Manufacturing modules. This breakout will serve as a review for those resellers who have already seen the manufacturing product in depth or as a great introduction for resellers who are new to manufacturing but want a first glance at the product. The breakout will focus on general concepts rather than specific detail.
TRAVERSE 10.5 Purchase Order Transactions
Much has changed in the Purchase Order transaction screen offering new options and interfaces, landed costs, transaction source, plus much more.
TRAVERSE 10.5 Sales Order Transactions
Much has changed in the Sales Order transaction screen, offering new options and interfaces, blanket orders from DRP and RMA’s and much more. Check it out at this session!
TRAVERSE 10.5 System Admin Tips
This class will cover new features in TRAVERSE 10.5, explaining the business rules and other system setup features.
TRAVERSE 10.5 Under the Hood
This session will introduce programmers to some of the new standards and functionality
available in v10.5. Topics will include generating PDF documents, email and faxing documents, adding functions to the new system audit, and how to work with the list areas found in the new transaction entry forms.
TRAVERSE 10.5 Warehouse Management
This class presents an overview of the features and functionality of this powerful application, Warehouse Management. WM enables users to more closely control inventory, taking the quantity control down two levels beyond the current "by location" level. See how inventory receiving, shipping, pull, and put away can be precisely controlled down to the bin and container level.
TRAVERSE 11 Under the Hood
For those that want to get ahead of the curve, this will be an introduction to the new standards and technologies that will be used in the next major version of TRAVERSE. Topics will include service-oriented architecture (SOA) and object-oriented programming (OOP).
TRAVERSE Data Migration
This class will cover an OSAS-to-TRAVERSE 10.5 conversion and also a TRAVERSE 10.2-to-10.5 upgrade.
TRAVERSE eBusiness Applications and What They Offer To Your Customers
Gain a better understanding of the TRAVERSE eBusiness offering by seeing an overview of each module. A pre-installation checklist will be provided in this session.
TRAVERSE Imports and Exports
Explore and understand the new and old TRAVERSE Import and Export features in each application.
TRAVERSE Mobile Applications
Are you excited about new technologies and what they can offer your business? Come and see a demo of our Mobile Order and Mobile Warehouse applications to see how they can increase your company's revenue.
We will show you a demo of both applications and talk about where each application fits within the marketplace.
TRAVERSE - Technology Integration
Come to this highly technical session to learn about Web Services and how they can be used for integration to Microsoft Outlook, SharePoint and other productivity tools.
TRAVERSE - SharePoint Integration
Come to this session to learn about how TRAVERSE can interact and co-exist with Windows SharePoint Services. This session will provide an overview of the integration between
SharePoint and TRAVERSE.
Using Excel with TRAVERSE
Back by popular demand, Tom Benson will cover how to set up pivot tables in Excel for use with TRAVERSE data, and how to use Excel as an ad-hoc query tool to view TRAVERSE data.
Web Services with OSAS and TRAVERSE
For years we’ve been touting web services as the future platform for Open Systems’
development efforts. Come to this breakout to learn more about how web services work, how you can use them in your own development efforts, and to see real examples of how both consumed and offered web services work with OSAS and TRAVERSE.
How to Document Your Modifications
Documentation should be more than adding comments to programs and keeping handwritten notes in a file folder. Documentation starts with the requirements-gathering process and ends with user and technical documentation. We’ll review the benefits of having formal
documentation and different methodologies that you can use.
How to Gather Business Requirements
This interactive breakout will teach you how to gather and document solid project requirements so that project managers can plan and communicate project expectations, programmers can create accurate designs, and quality assurance members can measure project quality.
How to Plan Your Implementation
Are your implementation plans a check-off list of things that need to occur to complete an installation? It’s a good implementation plan, but do you want to go to the next step and have
great implementation plans and happy clients? This session is a discussion of the development of thorough implementation plans and, more importantly, when and what should be communicated to the client so they can be prepared as well.
Info-Alert Training
Info-Alert is an application that every client can use and will love. Instead of digging through reports to find critical information, they can be proactively alerted of their critical business situations. Come see how this module can be set up quickly, giving your clients a fast return on their investment.
Managing Chaos Brought About By Change
Have you experienced the chaos caused by a new system implementation? People inherently do not like change. This class discusses how to manage the disruptions caused by change.
SharePoint - What Is It?
Come to this session to learn about Windows SharePoint Services. This session will provide an overview of the features and functions within the team collaboration tool.
Tomorrow's Technology: How Will It Benefit You and Your Customers?
This session will be a discussion of the technologies of today and tomorrow and the role they will play in how your customers manage their business. We will offer definitions of terms such as Web 2.0, SaaS, SOA and more, and we’ll discuss the promise and challenges of these technologies.
Construction Job Cost for TRAVERSE
This system tracks estimates and actual expenses for construction jobs. This flexible system is great for both large and small jobs. Cost can be broken down into groups and cost codes. It is completely integrated with TRAVERSE and has been enhanced to support union payroll,
workman’s compensation, and certified payroll reporting. It allows purchase orders to be entered for the job; invoices can be posted to the job as well as inventory issues and general journal entries. CJC for TRAVERSE has a complete billing system supporting percentage complete billing as well as AIA formats of billing. It handles retentions and change orders with ease. This comprehensive product runs in its own MDI and has its own user counts. It does not modify TRAVERSE in any way. This breakout will highlight the features of the Construction Job Cost module as well as a demonstration of the product.
Presented by Compusource Corporation Grow Your Business with SalesCTRL™
CRM for OSAS and TRAVERSE
Selling a proven CRM solution is now required to retain your customer base and close new business opportunities. This is a must-attend breakout session if you are interested in providing a CRM solution to your customers and prospects before your competitors do.
According to various studies by industry research firms, less than 30% of the SMB customers have a CRM solution, and studies indicate significant demand for an integrated solution over the next 3-5 years. Learn how to use SalesCTRL to create new opportunities and dramatically increase your OSAS and TRAVERSE® application sales. We help you understand how to identify and qualify new prospects (including your existing customer base), how to sell against the competition, and how to use our team-selling approach to close profitable sales faster.
Presented by Advanced Concepts, Inc. – your trusted partner for successful solutions OSAS Tools to Streamline Your Business
Be sure to attend our breakout session to learn how our RCG product line for OSAS will save your customers time and make you money!
We will cover the following products:
• Integrated Credit Card Processing – now even easier with PPI PayMover! • eForms (email/fax/routing/archive)
• Ship Track (UPS & FedEx integration)
• Wireless Handheld (pick orders, receive goods, physical count, & item transfer) • eBusiness (B2C, B2B, Sales Rep)
• Order Management (Point of Sale / Distribution) • Work Order / Field Service
Presented by Response Computer Group
In this session, get an overview of UnForm, SDSI’s most popular software product. Learn how you can seamlessly integrate UnForm with your application and offer laser printed forms, e-Documents in PDF format, emailing of e-e-Documents, laser printed checks, and presentation quality reports. Also, see the new optional components available in UnForm v7.0: Document Management and Archiving and Document Imaging/Scanning. This new technology offers the capability to automate the archiving of documents at the time documents are printing based on your archive criteria. Document retrieval is web browser based so there is no additional software to install on workstations. The document scanning software automates the process of scanning documents and storing them with previously archived documents.
Presented by SDSI
IP-PBX and VoIP Technology Update - and - Integration with Business Management Software
Learn the latest about IP-PBX and VoIP technology with an overview of FacetPhone, recipient of Internet Telephony Magazine’s 2006 Product of the Year award. You will see the resulting power of integrating an application with the phone system, and the compelling return on investment that goes way beyond simply saving money on long distance charges.
FacetPhone is a state-of-the-art IP-PBX VoIP telephone system that is “IP From the Ground Up.” FacetPhone can be easily interfaced to TRAVERSE, OSAS and any other business management or customer relationship management software.
FacetCorp is the developer and manufacturer of innovative telephone systems and IP networking products. FacetPhone is an IP-PBX VoIP telephone system – “IP From the Ground Up.”
FacetWin and FacetTerm are powerful networking, terminal emulation, and productivity products used worldwide by over a million people.
Presented by FacetCorp
Document Imaging and Workflow Trends: Execute on Vertical Markets by Adopting a Horizontal Market Approach
Document imaging and workflow projects are a top priority for mid market enterprises. Offering doc-link™document imaging and workflow as part of your complete TRAVERSEsolution will allow your organization to target existing, profitable vertical markets. At the conclusion of this presentation, you will be able to:
• Gain a high level understanding of current document imaging and workflow trends. • Gain traction in vertical markets by adopting a "horizontal approach" (automation of
‘paper intensive’ processes such as Accounts Payable and Account Receivable processes). These processes span every vertical market.
• Differentiate your proposed solution by offering integrated document imaging and workflow as part of your TRAVERSE solution.
Presented by Altec
Learn how to integrate tools such as time clocks, handheld devices and web applications to streamline and automate your clients’ payroll and job cost data collection. During this class, we will review the On-Time software solution, including options for data collection, new
enhancements in version 2, and software features and functionality.
Presented by Customware, Inc.
