Tuesday, Nov. 11, 4:00 - 5:30 p.m.

IMPACT and Waterfall Deal Structuring

Learn how deal structuring and waterfalls have been incorporated into IMPACT v2.0. You will learn the basic features of the deal structuring/waterfall capabilities in IMPACT, deal structure reporting, IMPACT integration points and use case options. Prepare to be impressed!

Learning Outcomes:

• Understand the basics of deal structuring functionality
• Deal structure reporting options
• How to take advantage of deal structuring, IMPACT and waterfalls in your business
• How to save time and make more accurate decisions with IMPACT’s deal structuring functionality

ID: T17, W09
Track: IRES Next Gen
Audience: Executive, IT Professional, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: Understanding of basic deal structuring using current waterfall modeling techniques
Advance Preparation: None
CPE Level: Intermediate
New!

Enhance the Upgrade Experience – Best Practices for v4.0

Upgrading from one solution to another and mastering the new solution has shown that it can be a daunting task. Learn from internal IRES employees and clients about some of the dos and don’ts you should know for v4.0 best practices. Managing the upgrade process to v4.0 with clear, proven guidelines improves the overall experience. Join MRI Users as they discuss lessons learned during their software upgrade process, including workstation and network considerations, how to preserve and maintain customizations and database upgrades and much more.

Learning Outcomes:

• Planning for upgrades to new versions of MRI
• How to design and maintain your customizations to facilitate upgrades
• Tips for handling common upgrade issues

ID: T18
Track: Best Practices
Audience: IT Professional, IT End User, End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: None
Advanced Preparation: None
CPE Level: Basic
New!

Go! Migration to v5.0 and Beyond

Experience the technical side of the actual migration to MRI v5.0. Discuss software installation and technical configuration considerations. Learn about application and security configurations. You will hear suggested views regarding the testing approach and IRES go-live support.

Learning Outcomes:

• Discover the software and hardware requirements for migration to MRI v5.0
• Understand the security model of v5.0 and the benefits associated with the new role-based model
• Support available for planning and execution of your migration

ID: M21, T19, W19
Track: IRES Next Gen
Audience: IT Professional, Executive, IT End User
Platform: All
Prerequisite: Get Ready! Planning for Migration v5.0; Get Set! System Requirements for Migration to v5.0
Advanced Preparation: None
CPE Level: Intermediate
New!

Solution Customizations in v5.0, v6.0 and Beyond

Discover how the v5.0 customization direction provides an easier upgrade path. Learn what the long term strategy for customizations is in Next Gen products.

Learning Outcomes:

• How custom fields/lists work in the v5.0 platform
• How custom pages work in the v5.0 platform
• How to utilize the API built into the v5.0 platform

ID: T20, W13
Track: Technology in Action
Audience: Executive, IT Professional, IT End User
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Intermediate
New!

Disaster Recovery Planning II – Specific Plans for IRES Solutions

Learn how three technical teams have successfully implemented DR solutions for the MRI product suite. The information shared will help you get started planning, designing and implementing a DR solution that meets business needs.

Learning Outcomes:

• Architectures/Technologies currently in use for DR by NetSource and licensed clients
• Tips for successful DR implementation – from the technical perspective
• Tips for successful DR implementation – from the process perspective
• How to design a DR solution that meets your business needs

ID: T21
Track: Technology in Action
Audience: IT Professional
Platform: Licensed Clients
Prerequisite: Understanding of the MRI Product Architecture and Basic Understanding of DR Terminology
Advance Preparation: None
CPE Level: Intermediate
New!

SQL Series II – Advanced SQL Use

Building on the basics in SQL Series I, discover how to write queries involving more than one table using joins and sub-queries. We’ll also discuss techniques for safely testing potentially dangerous queries and backing up and recovering individual records.

Learning Outcomes:

• Review the most frequently used queries and how they work
• Understand advanced SQL topics such as joins, sub-queries and unions
• Learn how to test potentially unsafe queries without harming your data, and how to backup and recover individual records

ID: T22, W06
Track: Technology in Action
Audience: IT End User
Platform: All; NetSource friendly
Prerequisite: SQL Series I – Practical SQL Use or experience with basic SQL queries
Advance Preparation: None
CPE Level: Intermediate

Commercial Management Solutions - Achieve Maximum Results

Whether you’re new to Commercial Management or an experienced User, you’re sure to pick up pointers that increase productivity, simplify processes, and ensure accurate information. Take an in-depth look of the features and functionality in Commercial Management. Learn how your company can benefit by optimizing this solution.

Learning Outcomes:

• Review new or little-known product features that improve efficiencies
• Learn best practices that ensure accurate transactions and reporting
• Discuss solutions to client-supplied questions

ID: T23
Track: Today’s Solutions
Audience: End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: None
Advance Preparation:
CPE Level: Basic

Accounts Payable v5.0 II – Expense Profiles

Not all expense processing is created equal! When using Accounts Payable v5.0 application, you will find out how to tailor your expense processing to match your payable needs. Topics that will be discussed in this session include Expense Profile Data Entry configuration, Expense Profile Approvals setup, Expense Processing business rules and Expense Profile creation and assignment.

Learning Outcomes:

• How to define an expense category checklist
• How to creation an Expense Profile in v5.0
• Learn about the ability to assign Expense Profiles by site or property

ID: T24
Track: IRES Next Gen
Audience: All
Platform: All
Prerequisite: AP v5.0 I – Purchase To Pay Overview
Advance Preparation: None
CPE Level: Basic
New!