₮Financial peace isn’t the acquisition of stuff. ₮Confirm 2014/2015 programming and support activity ₮Review what customers are using and briefly highlight.

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Presentation transcript:

₮Financial peace isn’t the acquisition of stuff. ₮Confirm 2014/2015 programming and support activity ₮Review what customers are using and briefly highlight those success and challenges ₮Highlight our best accomplishments for this past year ₮Talk about top customer concerns ₮Statement for 2015/2016 goals

₮SEF.900 is a wonderful tool ₮EMF.900 is a wonderful tool ₮Option to indent to the right? What that does to an overlay ₮New option to Go to PDF OR now Excel! (DOF.900?) ₮Send to is F4able.. OR …. Can send to a single OR … to a group

₮Over 50 enhancements/new feature to Core ₮Over 50 enhancements/new feature to Connects ₮4 Webinars ₮20 Updated documents/videos

A/ReFile Direct Deposit J/E RequestsBid/Stock PermitsWork Order Activities Prev Mtce SD72YYYY DELTAYYYY SD23YYYYYY FMPSDYYYYYY BSDYYYStartingYY SDMLYYYYYYY RETSDYYYYYYY SOSDYYYYYYY TMSDYYYY PLPSDPayr OnlyYY YYYY ISDYYY HSDY A/P + PO Only YStartingY LSSDYYY

Efile A/P Inv Efile P/O Efile A/R C/R Efile J/E Efile Ven Appr P/Os Appr Inv Bid Reqs Stock Reqs Perm its W/OJ/E Reqs 2014 #J/Es Key Card Actv ChkL st SD72 YY Y Y 602 DELTA Y Y Y Y Y Y 1532 SD23 Y Y Y Y Y YY 1658 FMPSD Y Y Y YYY Y YY 620 Y BSD Y Y YYYA Y Y YY 762 SDML Y Y Y Y YY Y Y Y 383 Y Y RETSD Y Y Y Y Y Y Y YY 1541 S OAKS Y Y Y YY Y Y Y YY 1166 TMSD Y YY Y Y 127 PLPSD Y YY Y Y Y 201 Y Y ISD Y YYYYY Y 261 HSD Y YY A Y Y 132 LSSDY YU AY 512 Y

Work Order ActivitiesPrevMtcKey Inventory SD72Y 450 DELTA SD23 FMPSDY BSDY SDMLYYYY 1200 RETSDY SOSDY TMSD PLPSDYYY ISD HSD LSSDY 1270 Such great products and so under-used !!! ₮Completely integrated with the G/L ₮Completely integrated with School Admin ₮Completely integrated with Custodial ₮Ipad ready with Tradesman ₮Potential for Mobile!

₮Our Focus - AdminConnect ₮Getting Schools and Departments to buy into online – gain better understanding, easy access to information, rely less on ‘canned reporting’ …. SUCCESSFUL? ₮Providing appropriate previous and next year online access (Accounting, Stock and Bid Requests) … Adequate? ₮Getting Superintendent/IT/Other finance users onboard with lookup, reporting, access ….. USING? ₮No More Core … moving all Finance enduser work to AC.. I think most of you are there?!

₮eFile ₮Most everything can browse/attach.. Newest is in work order … I think this one is ‘DONE’ ₮.. Continued effort on your part to reduce filing and re- think your processes to take advantage of this newest evolution! ₮Continued effort at schools, C/R, A/R … total efile ₮.. More statistics on numbers P/Os, etc. in further sessions

₮C’mon people – this is the coolest.. Who is using? 7Oaks, I could not find a place to pay online? ₮Completed School Fees eCommerce (Student Fee Session Thursday) ₮Looking to add ecommerce for A/R … will you use? ₮Permit payments ₮International Students? ₮Continuing Ed?

₮I/T Work Requests ₮A/R eCommerce ₮What else.. This list is not too long!