| Registration form is located at the bottom of this page. Click here to register! |
| Monday, December 6, 2010 |
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Welcome Reception
Cocktails and reception |
5:30-7:00 |
| Tuesday, December 7, 2010 |
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Breakfast |
7:30-8:30 |
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Welcome and Introductions:
John Harlow, Greg Carscallen, Jennifer Ferguson, Roger Bentley, Alex Oliveri |
8:30-9:00 |
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ProfitZoom – User Interface, General Ledger, Job Costing & Inventory
Roger Bentley, BravePoint
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9:05-10:05 |
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This session will introduce you to the ProfitZoom application. You will learn how the application can help you manage your business more effectively. We will cover the web-based interface and its features and functions, General Ledger & Job Costing – how they work and the new reports. We know inventory is boring – but we will show how you can manage it and save money at the same time. |
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Break |
10:05-10:20 |
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ProfitZoom – Accounts Payable, Accounts Receivable, Order Entry, and Service
Roger Bentley, BravePoint
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10:20-11:20 |
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This session continues the tour of the ProfitZoom application. Learn how ProfitZoom processes Accounts Payable and Accounts Receivable. See the different ways a Service Order/Job Order can be entered. We will show you the new features in the Service portion of ProfitZoom, including the new Dispatch Board. |
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Dispatch List View
Shannon Adkins, Fireline
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11:20-12:10 |
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Watch how to increase your productivity with our new list view Dispatch Board. The new view gives you the ability to narrow down or group your orders by service type, geographical location, or date range. With the flexibility of the new dispatch board you could dut down the time spent while ensuring the Technician has the most efficient route. |
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Lunch |
12:10-1:30 |
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Sales Force Automation
Koorsen Fire & Security
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1:30-2:25 |
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Sales Force Automation is the complete tool for your sales people; track prospects, sales calls, sales goals, group goals, sales commission and proposals in the system. Management will be able to see the efforts of their team and measure their results in the web interface. Estimating will be coming soon... |
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Back-up Strategies and Disaster Recovery
John Harlow, BravePoint
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2:30-3:15 |
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Learn how you can protect your IT investments and ensure your data and applications will be available regardless of any current crisis such as fire, power failure, human error, or malicious destruction. You'll also learn how BravePoint's COR Solution can provide worry free protection of your business's critical data. |
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Break |
3:15-3:30 |
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Dynamic Reporting
TBD
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3:30-4:30 |
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A look at reporting options within ProfitZoom. We will show some of the most powerful reports and how to use them most efficiently, via email, pdf, Excel, Word and other formats. This session shows you how to use the ProfitZoom Dynamic Reporting Module to customize existing reports or create new ones. No coding required. |
| Wednesday, December 8, 2010 |
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Breakfast |
7:30-8:30 |
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Field Service Dispatch Solutions
Alex Oliveri, BravePoint
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8:30-9:30 |
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Empowering your field technicians to be able to quickly and easily perform their inspections and other tasks is the focus of this session. As most of you know, there is no one solution that meets everyone’s needs. That’s why ProfitZoom has mulitiple solutions for you to consider. Come see the range of solutions, from small handheld devices to portable laptops, all integrated into the sales/Services modules of ProfitZoom. |
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Migration Planning/Strategies
Roger Bentley, BravePoint
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9:35-10:20 |
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Currently running the SI application and wondering how to get upgraded to the new ProfitZoom release? Interested in learning how to implement ProfitZoom for the first time? These sessions will cover the steps and processes needed to make your transition as smooth as possible. This informative discussion will be split into two concurrent sessions. One for existing customers and one for new customers. |
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Payroll Portal
Bonnie Gerhart, APG Electric
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10:25-10:45 |
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The Payroll Portal is a secure location for employees to log in to see their payroll information. Rather than emailing the check stubs out to employees where security could be compromised, assign them user name and passwords to use the Payroll Portal to view their check stubs and payroll information. |
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Open Session - Discussion of ProfitZoom
Everyone
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10:50-11:40 |
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This session is your opportunity to give us your feedback! Tell us what features and functions you would like to see in ProfitZoom. |
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Conference Conclusion |
11:45 |
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For more information regarding the DoubleTree hotel where Synergy will be hosted,
click here.
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