2007 Customer Excellence Conference Class List
Learning Lab - Please stop by the OSI Learning Lab to see the current OSAS and TRAVERSE products. The lab will be staffed with OSI employees to discuss and address your general questions. If you have specific needs that require an OSI specialist, we can schedule an appointment. Per your requests from last year, the Learning Lab hours have been extended to include Wednesday afternoon. See you there!!!
* Denotes that CPE credits are earned for the classes below.
OSAS
*Excel Reporting for BBj - This class will cover the setup necessary to link your OSAS data to an ODBC/JDBC-compliant data source such as Excel/Access. It will also cover how to get the OSAS productivity reports to display your company’s information. Includes the unique setup procedures for BBj. This class is technical. An understanding of OSAS data files and fields will be helpful.
*General Report Writer - Covers creating a custom report in OSAS General Report Writer, including file and field selection, sorts, breaks and overall selection criteria. An understanding of data file layouts is helpful.
OSAS 7.5 Features and Functions - Get a good look at the latest and greatest features in OSAS 7.5! *Year End Processing - This class will cover the proper methods for closing out your year for
Accounts Receivable, Accounts Payable, Inventory and General Ledger.
*OSAS Bank Reconciliation - This class will cover the setup, transactions, reconciliation, and common issues encountered in Bank Reconciliation.
*OSAS 7.03 Enhancements - This class will cover the new features added with OSAS 7.03; for example, OSAS users, address mapping, shipment tracking, and document sharing.
*Building GL Statements - This class will cover all the steps needed to set up your GL financial statements. We will discuss the most efficient methods for setting up your balance sheet and income statement and we’ll show you how to set up a statement from scratch all the way through printing the statement. This is a great class for those who would like to build and maintain GL statements.
*Sales Order Transactions - This class will cover the OSAS 7.03 sales order transactions process from a new order through invoicing and posting your sales orders.
*OSAS Info-Alert - Info-Alert is an application that every client can use and will love. Instead of digging through reports to find critical information, you can be proactively alerted of critical business situations. Come see how this module works and how it will give you a fast return on your investment. *Resource Manager Tips and Tricks - Discover all the hidden features in OSAS Resource Manager! *OSAS Applications Tips and Tricks - Each OSAS application has many shortcuts and time-saving
OSAS File Layouts – This class will give you a sound understanding of the OSAS file system, including fields and record types. This is a must-attend class for anyone serious about using ODBC and General Report Writer.
OSAS Under the Hood - Open Systems includes its source code free of charge to OSAS users. Many users customize OSAS to maximize user productivity, reporting and data analysis within their
organizations. Come to this session to learn the basics about how OSAS programs are designed and organized. This class is technical and is best suited for those who do light programming or can read code.
OSAS Tools to Streamline Your Business
Be sure to attend our breakout session to learn how our RCG product line for OSAS will save you time and 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
TRAVERSE
*Info-Alert - Info-Alert is an application that every client can use and will love. Instead of digging through reports to find critical information, you can be proactively alerted of critical business
situations. Come see how this module works and how it will give you a fast return on your investment. *TRAVERSE Customer Relationship Management - 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. Includes the new features and functionality of TRAVERSE 10.5.
*TRAVERSE System Admin. - This class will cover a TRAVERSE server and client installation as well as how to apply service packs and object fixes to your TRAVERSE client and server. Also covers the basics in TRAVERSE security. A great class for a system administrator.
*Purchase Order Transactions - This class will cover the TRAVERSE 10.5 purchase order transactions process from a new order through invoicing and posting your purchase orders. *Sales Order Transactions - This class will cover the TRAVERSE 10.5 sales order transactions process from a new order through invoicing and posting your sales orders.
*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. *Building GL Statements - This class will cover all the steps needed to set up your GL financial statements. We will discuss the most efficient methods for setting up your balance sheet and income statement and show you how to set up a statement from scratch all the way through printing the statement. This is a great class for those who would like to build and maintain GL statements.
*Year-End Processing - This class will cover the proper methods to close out your year for Accounts Receivable, Accounts Payable, Inventory and General Ledger.
*Excel Reporting for TRAVERSE - Back by popular demand, with additional features and added value. This class will cover setting up pivot tables in Excel for use with existing TRAVERSE data. An understanding of Excel will be beneficial.
*TRAVERSE 10.5 Banking - Understand what the TRAVERSE 10.5 banking module can do for you. Will cover the basic concepts, setup and business flow: a must-see for anyone upgrading to 10.5. *TRAVERSE 10.5 Business Rules and Security - This class will cover setting up the security, options and interfaces in TRAVERSE 10.5, a great class for the system administrator.
*TRAVERSE 10.5 Landed Cost - A discussion of Landed Cost and how it is designed in TRAVERSE 10.5. Covers setting up Landed Cost, business process flow, and posting to General Ledger.
*Navigating TRAVERSE Like a Pro - Get some tips from the pros! Navigating the software should be easy, and it is when you learn all the shortcuts and tips that save you keystrokes and time.
*Mobile Applications for Handheld Devices - 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’ll show you a demo of both applications and talk about where each application fits within the marketplace.
*TRAVERSE 10.5 Features and Functions - This class will cover many of the TRAVERSE 10.5 features and functions and is a great class for anyone moving to TRAVERSE 10.5.
TRAVERSE Under the Hood - Open Systems includes its source code free of charge to TRAVERSE users, and many users customize TRAVERSE to maximize user productivity, reporting and data analysis within their organizations. Come to this session to learn the basics about how TRAVERSE databases are designed and organized. This is a technical class. Some knowledge of Access and programming will be helpful.
Using Query Tools to View TRAVERSE Data - This breakout will cover using both Access and SQL to troubleshoot TRAVERSE data and give some behind-the-scene pointers. This is a technical class for those who are interested or have knowledge of SQL and Access. This is not a programming level class.
*Warehouse Management - This session provides an overview of the features and functionality of this powerful application. Warehouse Management enables users to more closely control inventory,
*Distribution Requirements Planning (DRP) - A TRAVERSE module with broad user appeal, this breakout gives an overview of the features and functionality of the DRP module. DRP enables those who need better product planning control to visually see the future and plan for product demand. DRP automatically creates purchase requisitions for future demand. This easy-to-use module offers planning tools for distributors and retailers, which until now have only been available to manufacturers.
*Business Intelligence Tools - Come see what makes TRAVERSE shine. The business intelligence tools TRAVERSE has to offer really set it apart. We will take a look at Advanced Information Analyst, Advanced Financial Analyst, Digital Dashboard, Info-Alert, and productivity reports.
EDI Manager for TRAVERSE 10.5
Review the EDI Manager for TRAVERSE module enhanced for version 10.5. EDI Manager allows wholesale companies to sell to major retailers that require EDI (electronic business documents). The module will process inbound Purchase Orders into TRAVERSE Sales Orders. Other inbound
documents include Product Data reporting (sales information) and Payment Remittance reporting (payment and deduction information). A complete packing function has been added to Sales Order which allows for producing required carton ASN (Advanced Ship Notice) labels, invoice and ASN EDI document creation. Additional optional features such as catalog automation, Pitney Bowes interfacing and chargeback tracking are available for companies needing this type of assistance.
OSAS & TRAVERSE
*Oh, No! Solving Problems in Accounts Payable/Purchase Order (Back by Popular Demand & Expanded) - In this highly interactive class, participants will be asked to break into groups and provide solutions to various scenarios presented. The scenarios in this session are based on Accounts Payable and Purchase Order problems or issues, including how to handle out-of-balance situations. This class is for OSAS and TRAVERSE users.
*Oh, No! Solving Problems in Accounts Receivable/Sales Order (Back by Popular Demand & Expanded) - In this highly interactive class, participants will be asked to break into groups and provide solutions to various scenarios presented. The scenarios in this session are based on Accounts Receivable & Sales Order problems or issues, including how to handle out-of-balance situations. This class is for OSAS and TRAVERSE users.
*Oh, No! Solving Problems in Inventory (New for 2007!) - In this highly interactive class, participants will be asked to break into groups and provide solutions to various scenarios presented. The scenarios in this session are based on Inventory problems or issues, including how to handle out-of-balance situations. This class is for OSAS and TRAVERSE users.
Financial and Operational Reporting in TRAVERSE and OSAS Made Simple
Join us to learn how to leverage Synoptix' easy-to-use format for financial and operational reporting in TRAVERSE and OSAS. Synoptix, a CompuSoft Development product, allows you to create reports from anywhere in your database with incredible ease and then gives you the ability to drill all the way down to the source data with just a few mouse clicks. Learn how to easily create financial and
operational reports that can be filtered by any criteria, and then changed with simple point and click procedures. You’ll also find out how to use Synoptix' advanced dashboard capabilities; reports can be quickly transformed to display key performance indicators. Presented by CompuSoft Development
IP Telephony and VoIP: Ready for Prime Time
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 your OSAS or TRAVERSE 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.” It can be easily interfaced to TRAVERSE, OSAS and any other business management or customer relationship management software. FacetWin and FacetTerm are powerful networking, terminal emulation, and productivity products used worldwide by over a million people. Presented by FacetCorp
Grow Your Business with SalesCTRL™ - Customer Relationship Management is about finding, getting, and retaining customers. It includes your business strategy, people and processes, and technology.
This is a must-attend breakout session that will help you understand: a. What CRM is all about
b. Why CRM is a mission critical business application c. How the right solution will solve your “points of pain”
d. How a successful CRM implementation is less expensive than you think e. Why SalesCTRL is the best choice for OSAS and TRAVERSE users
SalesCTRL is a proven solution that manages company and contact information, account relationships, business opportunities, lead generation and tracking, sales forecasting and analysis, marketing
automation, workflow processing, custom reporting, appointment scheduling, remote user data synchronization, email campaigns, and customer service. SalesCTRL is integrated with OSAS and TRAVERSE to provide a 360° view of your customer, order, sales history, and inventory data. We will show you how to access your customer, item, order and sales history information, create new customers on-the-fly during entry of orders and quotes, and email/print/fax user-defined order
acknowledgements, quotes, and picking slips forms from the SalesCTRL contact screen. Presented by Advanced Concepts, Inc.
BUSINESS/EXECUTIVE
eBusiness: Conducting Business Online - Do you want to expand your business to new markets, provide better customer service to your clients, and give your sales representatives the flexibility to access information via the Internet? If so, this is the breakout for you. Attend this session and learn about the power of the TRAVERSE eBusiness applications.
*The Leadership Challenge - Winning in a Changing World
Leading your organization in this ever-changing world is no small challenge … but your successes, and maybe even survival, depend upon your ability to rise to the occasion. To win will require clarity of direction and strategies, and the ability to gain true commitment and teamwork from those you lead. In this session, you will learn:
• How to apply the Success Orienteering Model™, resulting in meaningful, proactive and consistent
progress
• How to keep your organization focused on your true performance indicators • How to create a HIGH ACHIEVEMENT culture
*Life and Career Management – Reaching Your Potential in Both
Today’s world is demanding, with pressures and distractions coming at us from all directions. For some, success means surviving one day at a time – taking life as it comes with little control over what tomorrow may bring. Others seem to navigate life with purpose and direction, focusing their time and energy on achieving their potential in both their personal and business life. In this session, you will learn:
• How to set the right priorities that will govern how you spend your time and energy • How to organize your life to succeed at home and at work
• How to avoid and say “no” to things that sap your time and energy • How to stay motivated and committed to reaching your goals
Strengthening Your Business Processes with Technology
Portals? Web Services? Paperless? In this session we will attempt to cut through the buzz words to help you understand the latest technology terms and tools. The session will include demonstrations and real examples of ways that you can use the technology available today to strengthen your business processes.
Executive Briefing with CEO Michael Bertini: Lead Transformation and Change
Customer expectations, competition, globalization, technology, employee motivation and more are forcing us all to improve our businesses. Today, your system should be used as a leadership tool to transform the company, as a management tool as the foundation to manage operations, as an empowering tool for employees to make better decisions, as a competitive tool to offer customers better support, and as a stakeholder tool to satisfy all stakeholders (shareholders, vendors, etc.). This presentation will discuss becoming an agent of change for your company in order to become more successful. Learn how to gain a competitive advantage using your software system as the core platform for change.
