Concept To Solution Learning and Mastering Sage 300 Construction and Real Estate – Office Connector

CPE Credit In order to receive CPE credit for this session, you must be present for the entire session. Session Code: P-0632 Recommended CPE Credit = 1 Delivery Method = Group Live Field of Study = Specialized Knowledge and Applications Visit the Sage Summit Connect kiosks to enter CPE credit during the conference. Required Slide This slide is required as part of our NASBA CPE certification. For the most part, you do not need to change the text on this slide. However, you do need to enter the Session Code and Recommended CPE Credit. A one-hour session is equal to 1 CPE credit. A 90-minute session is equal to 1.5 CPE credits. The session code is the same code as the session was listed on the Sage Summit website (www.sagesummit.com) and on the attendees schedule. An example of a code is C-CRE12 or P-ERP45. Sessions are either 60 (1 credit) or 90 minutes (1.5 credits). Information about how to claim CPE credit is provided at conference check-in and in the conference guide.

Introduction Presenters James Coyle, Co-Founder & President, Event 1 Software Michael Newland, Co-Founder & Vice Present Product Management, Event 1 Software This presentation will be available on Sage Summit Virtual Totebag Follow Sage on Twitter: @Sage_Summit Use the official hashtag: #SageSummit Recommended Slide A good introduction piques interest, sets expectations, and answers the question, “What’s in it for me?” Use this slide if you have particular issue(s) you need to cover about your session such as introducing guest speakers or roundtable participants, reminding participants of prerequisites or advanced content, explaining how you want to handle questions, and so on. Alternately, you can use your Title slide or Learning Objectives slide for this purpose (and delete this Introduction slide). You can change the title from “Introduction” to something that better suits your slide content or delete this slide altogether. Remember sessions are short in length so introductions should be brief and cover only information pertinent to the presentation. Example: For a session about Crystal Report® design, it might be relevant to describe presenters’ consulting experience, but their Microsoft® Certification is probably not relevant. Please add your Twitter hashtag

Session Approach Simulated Customer Report Request Process for Discovery and Scope Development Hands-On Activities Developing the Scope Of Work / Specifications Constructing a Report

Customer Request “Attached is an example of a report that we need to produce on a monthly basis for each of our divisions. The report is initially provided to the division manager who will note anticipated changes by marking up their copy and sending it back to accounting. That number gets entered and then the report is reprinted and delivered to our executive team. This provides our team with a summary of the jobs in progress and their expected profitability. We’ve been producing this report for many years out of our old system but as we migrate to Sage 300 Construction & Real Estate, we’re hoping to do more with this. For example, we find that when the report is circulated among our executive team, they will often write comments on the report and we’d like to retain those comments (somehow) because sometimes there are issues or questions that may linger for a while and we don’t want to lose track of them. We’re thinking that with the technology that is available we should be able to streamline the whole process. Please let us know what this would cost.”

Customer Request

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Contact Information Presenter Contact Information: James Coyle: jamesc@event1software.com Michael Newland: michaeln@event1software.com Follow us on Twitter: @Sage_Summit Use the official Sage Summit hashtag: #SageSummit Don’t forget to use the Sage Summit mobile or web app for all your conference needs. Access presentations on Sage Summit Virtual Tote Bag. www.sagesummit.com/virtualtotebag Thank you for your participation.