Opening Session

Welcome and thank you for being here!

Monday Seminar Agenda 9:00-10:00 Welcome Session and New Features 10:00-10:15 SAMPro 9.1 New Server Requirements – Derek Lauro 10:15-10:30 Fleetmatics/SAMPro Integration Features- Adam Restifo 10:30-10:45 XOEye/TechAnywhere Integration Features – John Cahalan 10:45-11:00 Break 11:00-12:30 Breakout Sessions (here and across the street) 12:30- 1:30 Lunch (Outside Room A at the Hyatt) 1:30- 3:00 Breakout Session #2 3:00- 3:30 Afternoon Break 3:30- 5:00 Breakout Session #3

6:00-???

Tuesday Seminar Agenda 8:00- 9:00 Breakfast & Registration (Luggage storage available in Room B2) 9:00-10:30 Breakout Session #4 10:30-11:00 Morning Break 11:00-12:30 Breakout Session #5 12:30- 1:30 Lunch 1:30- 3:00 Breakout Session #6 (half session 2:15-3:00) 3:00- 4:30 Breakout Session #7

SAMPro 9.1 Feature Highlights What’s New SAMPro 9.1 Feature Highlights AP Journal Auto-set Requires Approval: Registries allow Vendor Invoices to be designated as Requires Approval if they exceed a specified dollar value and/or the PO Variance % (CRN 3.1.1). If user has access to AP Approve Held Invoices, they will be given the option of approving the invoice. Lien Waivers SAMPro now supports Partial and Final Lien Waiver Processing (CRN 3.6). Invoicing Work Breakdown Structure (WBS) Budgeting and Invoicing A Work Breakdown Structure (WBS) provides a means of decomposing a construction project into smaller components that organizes the team's work into manageable sections (CRN 7). Standard Schedules of Values are also supported.

SAMPro 9.1 Feature Highlights What’s New SAMPro 9.1 Feature Highlights Guaranteed Maximum Price (GMP) Billing GMP (Guaranteed Maximum Pricing) implements Cost Plus / Not-To-Exceed invoicing where the Percent Overhead is used to calculate the profit. GMP Contract and GMP SoV are both supported. Billing is accomplished via Record Billing Adjustments (CRN 9.3). Job Costing Job Billing Item Change Order Requests When changes to a Job are required but not yet approved, Change Requests (CORs) may be created for budgeting / reporting purposes. When a Change Request is approved, it may be converted to or attached to a Change Order for billing and costing; budgets included on the Change Request will be added to the Job's Budget tab during this process (CRN 8.12).

SAMPro 9.1 Feature Highlights What’s New SAMPro 9.1 Feature Highlights Purchase Order When this button is clicked in a saved PO, the system will open the Inventory Receipts Journal. A new transaction will automatically be started for you with the PO Id already entered. Service Management Bulk Work Order Generation The new Project Work Order Generator is designed to streamline the process of creating a large number of Work Orders with Milestones to implement a one-time project (CRN 16.15).

SAMPro 9.1 Feature Highlights What’s New SAMPro 9.1 Feature Highlights Service Management TechFinder Multiple Certifications: TechFinder supports multiple certifications when launched from New Call and the Dispatch Boards (CRN 16.4.1). Bulk Work Order Generation The new Project Work Order Generator is designed to streamline the process of creating a large number of Work Orders with Milestones to implement a one-time project (CRN 16.15).

What’s New

TechAnywhere Feature Highlights What’s New TechAnywhere Feature Highlights

TechAnywhere Feature Highlights What’s New TechAnywhere Feature Highlights

TechAnywhere Feature Highlights What’s New TechAnywhere Feature Highlights

TechAnywhere Feature Highlights What’s New TechAnywhere Feature Highlights

TechAnywhere Feature Highlights What’s New TechAnywhere Feature Highlights

TechAnywhere Feature Highlights What’s New TechAnywhere Feature Highlights

What’s New

SubAnywhere SAMPro.net What’s Coming SubAnywhere SAMPro.net

CRMAnywhere Enhanced UI and Web Service What’s Coming CRMAnywhere Enhanced UI and Web Service

CRMAnywhere Enhanced UI and Web Service What’s Coming CRMAnywhere Enhanced UI and Web Service

CRMAnywhere Enhanced UI and Web Service What’s Coming CRMAnywhere Enhanced UI and Web Service

Web Upgrade Preparation Guide SAMPro 9.1 Web Upgrade Preparation Guide

SAMPro 9.1 and Future SAMPro Version 9.1 provides several new .NET web applications that support and streamline SAMPro’s back office capabilities. Current SAMPro 9.1 and future SAMPro 9.X back office versions will continue to run on the same development platform as it has in years past. The upgrade to SAMPro 9.1 brings new features and a shift in development towards web-based additions and alternatives to the modules of the SAMPro Enterprise Software. To support the new features, SAMPro 9.1 mandates a new set of minimum software and hardware requirements. Starting with the release of SAMPro version 9.1, IIS will need to be installed to support these features. Internet Information Services (IIS) for Windows® Server is a flexible, secure and manageable Web Server.

SAMPro 9.1 Upgrade Options Your firm may choose the following upgrade paths: Option 1: Upgrade to SAMPro 9.1 and the new web applications at the same time. Option 2: Upgrade to SAMPro 9.1 first, upgrade the new web applications at a later date. Option 3: Upgrade to SAMPro 9.1 without the new web applications. - If CRMAnywhere is installed at your firm, you must go down the path of Option 1. - With Options 2 or 3, the existing Java versions of DBAnalytics & FMAnywhere will continue to be supported.

List of Web Applications What Web Applications Are We Talking About? There are new and existing web applications. Existing Java/Glassfish applications have been upgraded to run under the Microsoft IIS Web Server. DBAnalytics FMAnywhere CRMAnywhere SubAnywhere New Call / Dispatch Board Job Scheduler Project Manager’s Workbench Workflow Control Purchase Order for General and Inventory Items Subcontractor Purchase Order

Do I have to upgrade to the New Web Components? No To Upgrade Or Not? Do I have to upgrade to the New Web Components? No If you have no interest in the using the web components and would like to use SAMPro 9.1 for what it is, no problem. Keep in mind: While it is possible to continue to use the existing web components like DBAnalytics, this is not the future of SAMPro and Data-Basics software moving forward. Looking towards the future, we will increasingly rely on new web-based additions and alternatives to the modules of the SAMPro Enterprise Software.

What’s Involved? Client: Software and hardware requirement review. Upgrade if necessary. Prepare and install IIS web server. Networking setup for DNS and/or public access. Purchase and install SSL Certificate. Inform Data-Basics when complete and ready. Data-Basics: Install SAMPro.NET Framework Service. Install Web Deploy Platform. Configure web site(s). Deploy web application(s). Configure deployed web applications within SAMPro.

Server Requirements Client Requirements Database Server Requirements   Minimum Microsoft SQL Server 2005 – with SP4 Recommended Microsoft SQL Server 2016 Web Server Requirements   Minimum Microsoft Windows Server 2008 x64– with SP 2 Microsoft .NET version 4.5.2 Microsoft IIS version 7 Recommended Microsoft Windows Server 2016 Microsoft .NET version 4.7 Microsoft IIS version 10 Hardware Intel Xeon 2.0+ GHz quad+ core (or equiv) 8GB+ RAM 100GB+ Storage Depends on # of Users and Software Installed Client Requirements  Recommended Internet Browser - Google Chrome Best viewed with 1920x1080 or greater screen resolution

Visual Flow