2013 regional training day 1 presenter: anita luce helping you move faster!
TRANSCRIPT
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2013 Regional Training Day 1
Presenter: Anita Luce
Helping you move faster!
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Why are we here?Discovering program efficiencies by utilizing MoversSuite features and capturing Industry Best Practices.
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Day One AgendaMorning: 8:00 Open and Introductions
MoversSuite and Tools New FeaturesNot So New Great FeaturesAccount Profiles
Lunch: 12:00 to 1:00
Afternoon: 1:00 TasksReportsQ&A5:00 Close
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House RulesTurn off cell phoneBe courteousBe respectful of others timeAvoid side conversations
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History of MoversSuiteMoversSuite started in the 1990’s in a moving company with what appeared to be a simple goal of getting a moving and storage company accurate and real time information with the aim of company growth.
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How can this be done and gain efficiencies, improve productivity and increase profitability?
Single point data entry.
Tight integration from customer service to accounting
Single system eliminates redundancy
Automated systems for imports to statement generation
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How can this be done and gain efficiencies, improve productivity and increase profitability?
More-Logically structured general ledger
Real-time financial reports
Capturing viewable data for the whole move
3rd Party Connects
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Data Entered a Single Time
Time Vampire
Any activity that makes no contribution toward achieving a goal. This lack of contribution jeopardizes the financial stability of the organization.
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Data OwnershipThe first user to come into contact with the information owns it and it is their responsibility to get it into MoversSuite.
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Data PushbackThe practice of Data Pushback implies if the information provided is not adequate, then a request for correction is sent to the data owner. The correction should be made by the data owner to clarify the information and provide training.
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Industry Best Practices
Utilizing Industry Best Practices may involve changing current practices.
Don’t be a Work Place Zombie!
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Work-A-Rounds Can Take on a Life of Their Own
Why are monsters created?Not wanting to changeNot taking the time to researchIgnoring the potential benefitsUnaware of the benefits
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Security
Security in MoversSuite provides visibility while controlling access.
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Common Under Utilized FeaturesConnect imports to and from the connectionAccount ProfilesTasksProcess standardizationMoversSuite training resourcesDocument ManagementBookmarked lettersAccounting Tools –Dynamics GP Order InquiryNotesEmail Options
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New MoversSuite Releases Include
Release Notes With New FeaturesKnown IssuesRelease System Requirements
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New Features of MoversSuiteTelephone NumbersShipment StatusMoversSuite Administration ToolMoversSuite Help
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Not New And Still GreatAccount ProfilesMilitary/Government TabDocument ManagementSITFull Function GridsQuotesReportsEmail Options
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Account ProfilesWhy use account profiles?
Set account information and other default data, such as assigned coordinators and salesperson, that will automatically populate a new sales lead or orderManage a list of account services that will display on each assigned orderAccount Profile tab grants non-managers access to account information and the ability to send emails to contacts, override defined services, and establish a primary contact for the orderAutomatic email notification will be submitted to account contacts when the load or delivery date has changed on orders to which they are assigned
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Account ProfilesAccessing Account Profile Administration and Setup
Steps to setup Profiles
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Lunch Break – See you back at 1:00 pm
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MoversSuite Tasks Key FeaturesPersonnel workflow is easily defined for an order or claimTasks items are dynamically generated for personnel based on Task Definition and role assignment on an order or claimTask due dates are dynamically based on key move dates Module security allows task items to be managed and/or viewed across branchesWorkflow tab provides users an effective tool to manage tasks associated to all orders in which they have appropriate access to Tasks items can easily be marked as completed, not applicable, or postponedWorkflow provides users a bulk edit ability on certain functions, such as marking several task items as not applicable all at onceTask Definition and related Task Group assignment can provide customers secure, web-based access to information specific to their moves Store rollouts based on tasks assignments can be defined for Special Service orders
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Setting Up Task Definitions and TasksCan be customized for specific accountsTask Responsibility Roles or ndividualsTask Dependency Dates
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Utilizing Tasks in the Order Record
Selecting the Task DefinitionProcessing Tasks in the Order RecordEditing TasksAdding Task Notes
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Utilizing Tasks in the Task ModuleWorkflow tab
UsersDatesGridProcess Buttons
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Utilizing Tasks in the Task ModuleNotes TabProcessing Tasks
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Account Profile ContinuedPredefined FieldsSpecial InstructionsResults in MoversSuite
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Military/Government TabDocument ManagementSITFull Function Grids
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Quotes
Multiple quotes per orderAmounts based on Rate PlanItems can be imported into Revenue EntryQuote tab is available to all modules
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Reports
Reporting ServicesMicrosoft Word Documents
Bookmarking
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Microsoft Word Bookmarking
Bookmarking not Bookmaking!
Bookmarks provide users with the ability to transfer data to labeled text fields in Microsoft Word document.
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Question and Answer Period
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Goodbye and Thank You!