Best Practices

 

v4.0 Upgrade Planning

Upgrading from one version of MRI to another can be smooth with the right preparation. Managing the upgrade process to v4.0 with clear, proven guidelines improves the overall experience. You will learn the necessary steps for a successful upgrade to IRES’ v4.0 – for NetSource and licensed clients. Activities that will be included in this session are scheduling procedures, test environments and customization testing and installation options.

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 concerns

ID: T04, W07
Track: Best Practices
Audience: All
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Updated!

Maximizing General Ledger v4.0

This workshop provides an overview of the financial reporting tools within the General Ledger module. We’ll show you how to create sophisticated, focused reports using the standard GL report options and the Financial Formats program. We’ll also show how to use the alternate chart and year-end reporting features, GL account groups, and review the standard financial report library.

Learning Outcomes:

• Learn how to optimize standard financial formats and run-time parameters
• Learn how to set up alternate chart, year-end reporting and GL account group functionality
• Review standard financial report library

ID: M08
Track: Best Practices
Audience: All
Platform: All
Prerequisite: General Ledger working knowledge
Advance Preparation: None
CPE Level: Basic

Maximizing Enterprise Ledger v4.0

A step beyond the basics, this session is for advanced users of the financial reporting tools within the Enterprise Ledger module. We’ll delve into features like calculated journal entries and ownership reporting, and discuss how to manage complex consolidations. We’ll also review how ownership setup can affect report outputs, as well as NCREIF and AIMR reporting.

Learning Outcomes:

• Understand the capabilities of calculated journal entries for advanced ownership reporting and complex consolidations
• Review how setup ownership structures affect reporting outputs
• Review NCREIF and AIMR reporting features

ID: W08
Track: Best Practices
Audience: All
Platform: All
Prerequisite: Enterprise Ledger working knowledge
Advance Preparation: None
CPE Level: Intermediate

Commercial Management Recoveries

Of course you can do recoveries without Excel! You don’t have to write custom formulas for most recovery calculations. Learn about expense pools and best practices for charts of accounts, contribution pools and how they work as well as standardizing recoveries in new leases with your leasing team.

Learning Outcomes:

• Best Practices for chart of accounts design – segregating recoverable and non-recoverable expenses
• Benefits of standardized lease documents
• How investing extra time now will provide significant time savings in future years

ID: W04
Track: Best Practices
Audience: End User
Platform: All
Prerequisite: Basic knowledge of commercial management and recovery concepts
Advance Preparation: None
CPE Level: Basic

Don't forget about our post-training class available: Recoveries

Report Design – Preferred Practices

Join fellow MRI Users to learn Report Design Tips from IRES’ report writers. You will learn some standard practices and advanced features of the report writer. Activities to be covered are optimizing the reports for speed, importing and exporting data, advanced SQL writing inside the report and much more.

Learning Outcomes:

• Enhance report design capabilities with ideas from the IRES team
• Make the most of your reporting skills
• Increase efficiencies with new report techniques

ID: W17
Track: Best Practices
Audience: All
Platform: All
Prerequisite: None
Advanced Preparation: None
CPE Level: Basic
Don't forget about our post-training class available: Advanced ReportDesign

Integration Strategies

Join this client panel as they discuss how to successfully integrate additional programs with IRES solutions including CRM, SharePoint and IRES-supported integrations. They will discuss how they have solved business challenges outside the IRES offering suite. Best practices for creating and maintaining integrations will be covered as well as IRES-supported integrations.

Learning Outcomes:

• Gain insight and knowledge into what clients have done to integrate independent solutions with IRES data
• Gain insight into IRES-supported integrations
• Learn about additional solutions that can aid in overcoming business challenges

ID: W14
Track: Best Practices
Audience: Executive, IT Professional, IT End User, Operations Mgr.
Platform: All
Prerequisite: None
Advanced Preparation: None
CPE Level: Basic
Updated!

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!

User Security

Join us for an overview of the Security module and gain insight into how it can help you optimize your MRI security. We’ll discuss the v4.0 Security Console, difference between Web and Windows security, exporting roles and classes, and using security audit reports. Understand how your organizational structure aligns to security and determine internal roles.

Learning Outcomes:

• Basic understanding of how MRI security works
• How to use the console to your benefit for segregation of duties and audit reports
• Where you should set up security based on the product

ID: W02
Track: Best Practices
Audience: IT Professional, IT End User, 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

Accounts Payable Bank Reconciliation

The bank reconciliation process can be a challenge if the MRI User does not fully understand how it works and how to recover from these challenges. Join this group session to review enhancements to as well as gain a better understanding of the tables that make it work. You will also learn where the information comes from, how it is used and where it writes to in MRI. A review of calculations/validations will be covered. Tips will be given to these attendees to use in situations where your results are not as anticipated.

Learning Outcomes:

• Understand where the bank reconciliation information evolves from
• Know how the information is used for validations and calculations
• Improve efficiencies for the bank reconciliation process – streamline tasks

ID: M09
Track: Best Practices
Audience: End User
Platform: All
Prerequisite: Knowledge of the Bank Reconciliation Process, basic database/table structure and basic SQL
Advance Preparation: None
CPE Level: Basic

Commercial Management Lease Administration Process

This workshop focuses on best practices for all leasing administration activities. Join us for an in-depth understanding of the standard functions, options and wizards available to streamline your leasing administration process. Ensure proactive administration of your leases.

Learning Outcomes:

• Learn best practices for lease renewals, terminations and adding additional spaces
• Understand the features of the master occupant ID and the occupancy statuses
• Understand rent roll segments and options, and when square footage records are updated

ID: W12
Track: Best Practices
Audience: End User
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic

Accounts Payable Expense Control for the Web

Do you know where you stand on expenses throughout the month? If not, Expense Control for the Web is the tool to make your expense world easier. In this session, you will have an operational overview on how to manage property expenses with this tool as well as a technical overview that explains the process on how to properly setup the expense control module. Additionally, the way to use web pages as expense overview without workflow authorizations will be discussed. Whether your business is commercial, residential or mixed use, you will benefit from this session.

Learning Outcomes:

• How to set up Workflow Approvals and Expense Categories
• The use of purchase orders via web
• How to perform invoice authorizations via web

 

ID: W22
Track: Best Practices
Audience: Executive, End User, IT End User, Regional Mgr., Operations Mgr.
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Overview

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