2013 Regional Training Day 1

1. Presenter: Anita Luce 2013 Regional Training Day 1 Helping you move faster!

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

3. Day One Agenda Morning: 8:00 Open and Introductions MoversSuite and Tools New Features Not So New Great Features Account Profiles Lunch: 12:00 to 1:00 Afternoon: 1:00 Tasks Reports Q&A 5:00 Close

4. House Rules Turn off cell phone Be courteous Be respectful of others time Avoid side conversations

5. History of MoversSuite MoversSuite 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.

6. How can this be done and gain efficiencies, improve productivity and increase profitability? Single point data entry. Tight integration from customer serviceto accounting Single system eliminates redundancy Automated systems for imports to statement generation

7. 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 3rdParty Connects

8. 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.

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

10. Data Pushback The 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.

11. Industry Best Practices Utilizing Industry Best Practices may involve changing current practices. Don’t be a Work Place Zombie!

12. Work-A-Rounds Can Take on a Life of Their Own Why are monsters created? Not wanting to change Not taking the time to research Ignoring the potential benefits Unaware of the benefits

13. Security Security in MoversSuite provides visibility while controlling access.

14. Common Under Utilized Features Connect imports to and from the connection Account Profiles Tasks Process standardization MoversSuite training resources Document Management Bookmarked letters Accounting Tools –Dynamics GP Order Inquiry Notes Email Options

15. New MoversSuite Releases Include Release Notes With New Features Known Issues Release System Requirements

16. New Features of MoversSuite Telephone Numbers Shipment Status MoversSuite Administration Tool MoversSuite Help

17. Not New And Still Great Account Profiles Military/Government Tab Document Management SIT Full Function Grids Quotes Reports Email Options

18. Account Profiles Why 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 order Manage a list of account services that will display on each assigned order Account 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 order Automatic email notification will be submitted to account contacts when the load or delivery date has changed on orders to which they are assigned

19. Account Profiles Accessing Account Profile Administration and Setup Steps to setup Profiles

20. Lunch Break – See you back at 1:00 pm

21. MoversSuite Tasks Key Features Personnel workflow is easily defined for an order or claim Tasks items are dynamically generated for personnel based on Task Definition and role assignment on an order or claim Task due dates are dynamically based on key move dates Module security allows task items to be managed and/or viewed across branches Workflow 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 postponed Workflow provides users a bulk edit ability on certain functions, such as marking several task items as not applicable all at once Task 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

22. Setting Up Task Definitions and Tasks Can be customized for specific accounts Task Responsibility Roles or ndividuals Task Dependency Dates

23. Utilizing Tasks in the Order Record Selecting the Task Definition Processing Tasks in the Order Record Editing Tasks Adding Task Notes

24. Utilizing Tasks in the Task Module Workflow tab Users Dates Grid Process Buttons

25. Utilizing Tasks in the Task Module Notes Tab Processing Tasks

26. Account Profile Continued Predefined Fields Special Instructions Results in MoversSuite

27. Military/Government Tab Document Management SIT Full Function Grids

28. Quotes Multiple quotes per order Amounts based on Rate Plan Items can be imported into Revenue Entry Quote tab is available to all modules

29. Reports Reporting Services Microsoft Word Documents Bookmarking

30. Microsoft Word Bookmarking Bookmarking not Bookmaking! Bookmarks provide users with the ability to transfer data to labeled text fields in Microsoft Word document.

31. Question and Answer Period

32. Goodbye and Thank You!