Tuesday, Nov. 11, 2:00 - 3:30 p.m.

IMPACT and Cash Flow Budgeting Dashboards – Presenting your Data Visually

In this session, you will experience all the excitement generated by IMPACT's new data visualization tools! IMPACT and CFB now offer interactive and strategically designed performance dashboards. See how easily you can develop and deploy real estate metrics that are relevant, compelling, and end-user configurable. You will learn about the general system architecture and required applications (IRES/Xcelsius), basic Xcelsius design and deploy walk through and exporting charts to PDF, PPT and HTML.

Learning Outcomes:

• Software & hardware requirements to deploy IMPACT/CFB dashboards
• Understand full capabilities of data visualization available in IMPACT/CFB
• Understand end-user configuration capabilities
• Understand required skills to design/deploy new charts

ID: T09
Track: IRES Next Gen
Audience: Executive, IT Professional, End User
Platform: All: Basic understanding of browser based applications and real estate terminology
Advance Preparation: None
CPE Level: Intermediate
New!

v5.0 Product Roadmap

Join us for an updated look at the IRES product roadmap. You’ll see how IRES is developing software and service offerings to add the most value to your organization, based on client input.

Learning Outcomes:

• Understand IRES’ global business strategy
• Learn about new offerings and their value to your organization
• Understand IRES’ investment priorities

ID: M10, T10
Track: IRES Next Gen
Audience: Executive, End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Intermediate
Updated!

Get Set! System Requirements For Migration to v5.0 and Beyond

Learn about the requirements for constructing your .Net database including migration, overall health and how to rectify any health needs. You will discuss skill sets needed to accomplish this MRI v5.0 migration including report and configuration strategies.

Learning Outcomes:

• Required employee or contracted vendor skill sets needed to accomplish this migration
• Needs involved in constructing your .Net database
• Strategy for migrating customizations and reports

ID: M13, T11, W11
Track: IRES Next Gen
Audience: IT Professional, Executive, IT End User
Platform: All
Prerequisite: Get Ready! Planning for Migration v5.0
Advanced Preparation: None
CPE Level: Intermediate
New!

System Administration Strategies

Gain knowledge about controlling operating system administration including day-to-day operational procedures (restore, back up procedures, etc.) and configurations. Managing upgrades and service packs, SQL server maintenance, architecture of standard MRI system, and how to run MRI in a Terminal Services environment will all be covered during this session. The presenter will also give an overview of virtual servers and the MRI solutions.

Learning Outcomes:

• Day-to-day operational procedures
• Managing upgrades and service packs
• Understanding of the architecture of the MRI systems

ID: T12
Track: Technology in Action
Audience: End User, IT End User
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Don't forget about our post-training class available: Security Fundamentals

Windows to Web for Residential Management

Did you know that you can deploy both Windows and Web MRI solutions for residential? Discuss the levels of assistance you may need to support this process as well as hardware and database considerations when installing Web servers. Learn how leveraging the web improves your collaboration with companies outside your current Windows realm. Communicate with vendors, industry ILS(s) and customers.

Learning Outcomes:

• Understand how you can flexibly combine Windows and Web functionality
• Learn about advanced reporting and events monitoring available through the Web
• Understand data conversion process and requirements

ID: T13
Track: Best Practices
Audience: All Residential
Platform: All
Prerequisite: Residential knowledge
Advance Preparation: None
CPE Level: Basic

Budgeting Made Less Painful: A Cash Flow Budgeting Case Study

When CFB Version 1.0 was released, both the IRES team and early adopters joined forces and came away with many lessons learned on how best to use technology and best practices to help solve common challenges around clients’ budgeting processes. In this session, we’ll walk through a CFB “case study” to show the budgeting process end to end, and along each step of the way share the tips and techniques that we’ve learned that could help your team improve their own processes.

Learning Outcomes:

• A walk-through of the entire budgeting process using a single case study, including system basics set-up, budget creation, forecasting expenses, projecting revenue, collaborating with others in reviewing/modifying budgets and approvals
• Best practices on how to make the budgeting process more efficient
• Tips and techniques on how to set up CFB data optimally, and common pitfalls to avoid

ID: T14
Track: IRES Next Gen
Audience: Executive, End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: Recommended: Cash Flow Budgeting – The Budgeting Process, Evolved
Advanced Preparation: Understand your company’s current budget process
CPE Level: Intermediate
New!

Insight Into JobCost v5.0

Take a preview into JobCost v5.0 and learn how it will assist your organization manage a job’s financial risk and ensure that costs are accurately captured for capitalization of your company’s assets. This new version is based on client feedback regarding the challenges they face today.

Learning Outcomes:

• Preview the User Interface for v5.0 JobCost
• Understand the vision and direction
• Understand the opportunities that IRES is solving for with v5.0

ID: M14, T15
Track: IRES Next Gen
Audience: All
Platform: All
Prerequisite: None
Advance Preparation: General knowledge of MRI JobCost or the construction market
CPE Level: Basic
Updated!

General Ledger v5.0 Overview

This is an opportunity to see the first of the v5.0 suite of products released to market – see how the cost it saves to produce accurate financials can be so appealing! At this session, reducing the size of your chart of accounts will be discussed along with reducing efforts and increasing accuracy of financial transactions with GL v5.0. You will learn how GL v5.0 can help you to be SOX compliant and how to improve the management of ownership interests.

Learning Outcomes:

• How existing clients can take advantage of the GL v5.0 solution while still on a v4.0 solution
• What the GL v5.0 solution can do to help reduce maintenance and have more accurate data
• How to exert less effort and produce better results

ID: M24, T16
Track: IRES Next Gen
Audience: All
Platform: All
Prerequisite: Basic accounting knowledge and knowledge of general ledger systems
Advanced Preparation: None
CPE Level: Overview
Updated!