2013 Regional Training Day 1

Presenter: Anita Luce

Helping you move faster!

Why are we here?Discovering program efficiencies by utilizing MoversSuite features and capturing Industry Best Practices.

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

House RulesTurn off cell phoneBe courteousBe respectful of others timeAvoid side conversations

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.

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

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

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.

Data OwnershipThe first user to come into contact with the information owns it and it is their responsibility to get it into MoversSuite.

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.

Industry Best Practices

Utilizing Industry Best Practices may involve changing current practices.

Don’t be a Work Place Zombie!

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

Security

Security in MoversSuite provides visibility while controlling access.

Common Under Utilized FeaturesConnect imports to and from the connectionAccount ProfilesTasksProcess standardizationMoversSuite training resourcesDocument ManagementBookmarked lettersAccounting Tools –Dynamics GP Order InquiryNotesEmail Options

New MoversSuite Releases Include

Release Notes With New FeaturesKnown IssuesRelease System Requirements

New Features of MoversSuiteTelephone NumbersShipment StatusMoversSuite Administration ToolMoversSuite Help

Not New And Still GreatAccount ProfilesMilitary/Government TabDocument ManagementSITFull Function GridsQuotesReportsEmail Options

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

Account ProfilesAccessing Account Profile Administration and Setup

Steps to setup Profiles

Lunch Break – See you back at 1:00 pm

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

Setting Up Task Definitions and TasksCan be customized for specific accountsTask Responsibility Roles or ndividualsTask Dependency Dates

Utilizing Tasks in the Order Record

Selecting the Task DefinitionProcessing Tasks in the Order RecordEditing TasksAdding Task Notes

Utilizing Tasks in the Task ModuleWorkflow tab

UsersDatesGridProcess Buttons

Utilizing Tasks in the Task ModuleNotes TabProcessing Tasks

Account Profile ContinuedPredefined FieldsSpecial InstructionsResults in MoversSuite

Military/Government TabDocument ManagementSITFull Function Grids

Quotes

Multiple quotes per orderAmounts based on Rate PlanItems can be imported into Revenue EntryQuote tab is available to all modules

Reports

Reporting ServicesMicrosoft Word Documents

Bookmarking

Microsoft Word Bookmarking

Bookmarking not Bookmaking!

Bookmarks provide users with the ability to transfer data to labeled text fields in Microsoft Word document.

Question and Answer Period

Goodbye and Thank You!