Collaborate 2019 Session List

Better Together: We Built Our Agenda Based on Your Feedback

When we asked you which sessions you wanted, from product to industry issues, you answered and we listened— and then we found speakers and built sessions that fit your needs. Our Industry Best Practices track is available to all attendees, but the rest is specific to your ERP.

Do you want to attend a session located in a different ERP track? No problem. Just let us know.

Industry Best Practices Sessions

Available to all attendees regardless of ERP, these sessions were built based on the issues you’ve raised or wanted to learn more about.

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Stamping out Construction Fraud

Fraud within the construction industry is simply bad for business. In this session, attendees will learn how to spot potential fraud, effectively implement preventative measures and how modern technologies can help. This session will help contractors reduce their organizational risks and protect their hard-won profits.

Industry Best Practices

Data Security in Construction

Ensuring the organization’s sensitive data is secure is a daily issue for contractors. From preventing security breaches at the server level to regularly backing up data to preventative measures that protect against scams like phishing, ransomware or malware on computing devices, companies need to stay on guard at all times. In this session, attendees will learn how the cloud — once considered a risk for data security — is now driving the latest data security measures. Come away from this session with an understanding of cloud-based security as well as the top tips to protect data across all avenues of the company’s business.

Industry Best Practices

6 Tips for Improving Cash Flow

Did you know that many businesses that fail are actually profitable? Poor cash management is the culprit that drains the life out of many successful companies. This course helps you understand the importance and impact of managing cash flow to improve the bottom line. Cash flow does not equal profitability. To be profitable, you must have the cash needed to keep your business operating efficiently. In this session, you will learn how to create a system to forecast and monitor cash flow, as well as develop procedures to manage receivables so that you can effectively organize vendor payments.

Industry Best Practices

Women in Construction

In what has traditionally been a male-dominated industry, women are making their mark in construction. From growing and emerging leadership positions to new pushes for recruitment of women in the field, women are playing a much more important role in the future of construction. Hear their stories, successes and challenges they’ve faced along the way in this powerful panel session.

Industry Best Practices

Understanding the Construction Tax Landscape

For construction finance professionals, staying on top of the current taxation landscape is critical to success and avoiding costly business interruptions. In this session, you’ll hear the latest on 2019 tax changes, dive into the new revenue recognition standards you need to know and learn about tax incentives like the R&D and 179D tax credits your company may not be taking full advantage of.

Industry Best Practices

The Construction Industry KPIs You Should be Using

Learn what key industry KPIs are being used to measure success among contractors in this informative session. From where contractors are spending their money to the biggest costs and concerns to the biggest risks on projects and more —see how your company measures up and the things you can do to improve.

Industry Best Practices

Building Tomorrow’s Skilled Workforce: Leveraging Technology to Recruit and Retain Younger Professionals

Want to attract the next generation of construction leaders to your company? Then you’d better get tech-savvy throughout your organization. This session will focus on how technology and innovation is the key to attracting talent back to the construction industry. From recruitment, onboarding and training solutions to expanding reach and automating processes for construction professionals to deploying the latest technologies and fostering a true sense of innovation to inspire future leaders. We’ll show you why technology is the key to mitigating construction’s skilled labor shortage.

Industry Best Practices

What it Takes to be a Construction Leader

Today’s changing construction landscape makes the need to develop effective leaders more important than ever. The complexity of managing and motivating team members to achieve projects and deadlines requires your ability to apply proven leadership principles, best practices and techniques. Participants in this session will learn the tools to achieve success through specific construction based situations and examples. We’ll cover gaining buy-in, trust and accountability, motivating the team, effective communication, staffing dynamics and more.

Industry Best Practices

Emerging Trends in the Construction Industry

We all know about the construction industry’s biggest challenges today – finding skilled labor, navigating material costs, balancing razor-thin profit margins — but what you know about other industry trends can help you. From the industry’s transformation to the cloud to new ways to build (and materials to build with) to field tools that are taking the guesswork out of projects, this session will look at both the current trends you should be aware of, as well as new and emerging trends that you’ll want to know about and get ahead of.

Industry Best Practices

Construction Law Update

What changes in the construction legal landscape could affect your company and how it conducts business? Construction law can be a tricky practice to keep up with, but attendees of this session will learn about recent legal cases they need to know about, along with practical advice that every construction industry professional can use.

Industry Best Practices

Best Practices in Safety Management: A Look at Technologies and Strategies Proving to Reduce Incidents

Mitigating safety risks has been one of the most pressing challenges for the construction industry. While jobsites have been made significantly safer in recent years, still far too many safety incidents occur each day. This session will look at the latest safety trends and best practices, the latest technologies like wearable devices, drones and more that reduce physical risks and explain why having a solid safety strategy that ensures daily checks and balances is vital to avoiding costly injuries and tragic fatalities.

Industry Best Practices

Getting the Most From Your Heavy Equipment Investments

Without the right equipment — operating at peak efficiency — your projects will suffer. When it comes to managing your heavy equipment fleet, it’s important to understand your “sweet spot” between ownership and operating costs. This session will break down the principles of effective equipment management, as well as look at the latest technology solutions to streamline accurate equipment data and management.

Industry Best Practices

Optimizing Your Service Fleet

As a service or specialty contractor, you rely on your fleet of vehicles to keep your business moving. That’s why it’s important to keep them running efficiently. This session will explore the best practices of fleet management, how technology is helping maximize investments and the strategies that leading contractors use to protect their assets.

Industry Best Practices

Optimizing Working Relationships Between Subcontractors and GCs

How successful projects are depends on how well each of the project teams involved work with each other. This session will explore the dynamic between general contractors and subcontractors (and subs’ subcontractors), as four different contractors share their experiences. Hear what works well and what can go wrong and how to address issues quickly. Learn why collaborative operating environments and utilizing the same data and technologies across entire project teams can make all the difference between success and frustration.

Industry Best Practices

Real-Life Stories of Optimized Field Processes

Ever dream of an automated jobsite where work is always carried out the right way the first time, on-time and on budget? Well in this session, you’ll learn about the processes and technology solutions that are making this a reality — straight from those using them! Our panel of field users will share their stories on how technology has helped them simplify work, boost productivity, reduce costly mistakes and mitigate typical construction risks.

Industry Best Practices

Implementing Business Intelligence to Measure KPIs for General and Heavy Highway Contractors

We all want better understanding of our projects, but are you looking at the right data in the right ways? With the advances in data analytics and business intelligence it’s easier than ever before to drill into the real-time heart of your projects and understand what’s working and what’s not. This session will look at the key performance indicators that leading general and heavy highway contractors are using to grow their profit margins, reduce risk and grow their business.

Industry Best Practices

Implementing Business Intelligence to Measure KPIs for Specialty and Subcontractors

As a trade contractor working as a sub on larger projects, your work is vital to the end result. Work smartly and efficiently to produce stellar work and you’re in a good position to win more work. Work inefficiently, fail to collaborate with other contractors or get mired down in mistakes and costly rework and you could be costing your company valuable future opportunities. With the advances in data analytics and business intelligence it’s easier than ever before to drill into the real-time heart of your specialty jobs and understand what’s working and what’s not. This session will look at the key performance indicators that leading trade and self-performing contractors are using to grow their profit margins, reduce risk and grow their business.

Industry Best Practices

What is the Internet of Things (IOT) and How Does it Apply to Construction

You’ve probably heard the term: Internet of Things, or IOT, but do you know what it means? As construction moves to the cloud, having a network of integrated technology solutions is vital to ensuring contractors’ success. This session will give attendees a sound understanding of IOT, it’s role in construction technology and what it means for improving collaboration and productivity in the construction industry.

Industry Best Practices

Advanced Technologies for the Jobsite

Technology is changing the way work gets done on jobsites in significant ways. Join us with our colleagues from Trimble’s Building Division as we demonstrate the latest in advanced technologies and tools for the jobsite. From automated jobsite layout solutions to mixed reality PPE gear, this is the session to see some of the industry’s most groundbreaking new technology for the field at work.

Industry Best Practices

How the Role of the Construction Financial Manager is Changing

Construction financial management used to largely mean tracking the money, balancing the books and making sure there was enough cash on hand to do business. But in today’s digital construction environment, CFOs and finance executives are being called on to do more, including helping diversify, finding new revenue streams and playing a key role in achieving operational efficiencies. In this session, attendees will hear what modern construction finance professionals needs to be successful and the technologies helping them along the way.

Industry Best Practices

Creating Accurate Estimates to Win More Work

Innovative, next-generation estimating and powerful reporting is changing the way contractors facilitate the complete construction workflow. In this session, attendees will learn the ways modern contractors are improving the accuracy and efficiency of their estimating processes through technology to deliver more accurate project costs and win more work.

Industry Best Practices

Mitigating Risk Throughout the Construction Project

Managing risk on construction projects is nothing new. But what if you could dramatically reduce the risks your construction projects faced every day. This session focuses on the strategies and technologies helping contractors mitigate risks, including a look at enhanced safety measures, cloud-based document and collaboration software that increases accuracy and reduces costly rework, winning strategies to ensure compliance management and much more.

Industry Best Practices

Staying on Top of Construction Employee Benefits

Contractors face unique challenges with managing employee benefits. From Davis-Bacon to the Service Contract Act to the ACA, compliance and prevailing wage issues can require significant time to stay ahead of. Attendees will learn the best practices and resources available to help contractors.

Industry Best Practices

Surveying the Construction Technology Landscape: Dodge Report Deep Dive

This session will provide attendees with an in-depth look at how the roles of construction firms are changing as new technologies emerge. We’ll go deep on findings from the 2019 Impact of Technology Implementation on the Construction Industry Study compiled by Dodge Data & Analytics. Attendees will learn how contractors are capturing and processing data today, how technology is aiding project performance, the benefits of contractors moving to the cloud, how more intuitive business intelligence and analytic solutions are being implemented and what technologies contractors can expect to see more of in the near future.

Industry Best Practices

Viewpoint Executive Panel: Today’s Advancements and Tomorrow’s Opportunities

Please join a panel of Viewpoint executives for an engaging discussion of the company’s direction and future opportunities. We’ll take plenty of your questions — we encourage submitting them beforehand — on where we’re going, how we’ll support you and your products, progress made in the year after Trimble’s acquisition and much more.

Industry Best Practices

Why We Moved to the Cloud: Client Stories

As nearly all aspects of business today is moving to the cloud for their operations and management, contractors that have yet to make the switch could soon be at a competitive disadvantage. In this session, you’ll hear from clients using Vista, Spectrum and ProContractor about their own cloud transformations, what challenges they faced, how they prepared for change and the benefits they’re now realizing.

Industry Best Practices

Maximizing Your Company’s IT Investments

As more contractors digitize their operations to increase efficiency and profitability, how do you manage your technology transformation strategy effectively and ensure the expected return on your investment? In this presentation and following panel session, attendees will hear from leading construction IT professionals on how they addressed technology implementations, how to get the most out of the solutions and technologies they’ve purchased, and key elements to think about for a successful IT strategy.

Industry Best Practices

Change Management: Best Practices for Implementing New Technologies

Change can be hard. But as the technology transformation continues and more contractors digitize their operations, move to the cloud and embrace new technologies for the office, team and field, change becomes necessary. In this session you’ll learn the winning technology adoption strategies and best practices to get your teams prepared for change, ensuring smooth transitions and maximum returns on your technology investments.

Industry Best Practices

Viewpoint Technology Award Winners and Their Stories

Every year, companies go above and beyond by utilizing technologies to solve their business problems. From innovative uses of software and technology in the field to intuitive workflows to increase productivity and efficiency to customized, integrated functionality that solves a specific problem or saves hundreds of hours of work, our clients are leading their own technology transformations. We’ll showcase the winners of the 2019 Technology Awards, highlighting the key problem they solved, how they did it and how you too can take advantage.

Industry Best Practices

How Encore Electric Became the Safest Construction Company in America

Colorado’s Encore Electric was recently named the grand award winner in the 2019 Construction Safety Excellence Awards, presented by the Associated General Contractors of America (AGC) and Willis Towers Watson. In this session, you’ll hear first-hand how Encore earned its nod as the safest construction company in America by investing in its employees, developing policies that work and supporting them with the latest technologies. Attendees will learn how this approach helped drive bottom- and top-line growth and lessons for other construction companies to improve workplace safety and boost employee performance and morale.

Industry Best Practices

ProContractor Sessions

ProContractor users get all the Industry Best Practice sessions above, as well as the ProContractor track sessions. In addition, if you’d like to attend a session in a different ERP track, just let us know and we’ll help you out.

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ProContractor: What’s New?

Get Caught up on the new features. Learn how the new features can benefit your day to day activities and how to take advantage.

ProContractor

ProContractor: See What’s Happening and Make Your Voice Heard!

ProContractor: Come see where we are headed and make your voice heard!

ProContractor

Payroll Compliance Forms & e-filing with Aatrix.

Viewpoint and Aatrix have created a partnership, around ProContractor & Vista. This session will include speakers from both companies where we will discuss how ProContractor & Vista are integrating Aatrix to support print and eFile compliance forms.

ProContractor

ProContractor: Advanced Report Writing

Come extend your knowledge of reporting writing with ProContractor. The session will cover a variety of topics to maximize your report writing capability. Attendees will learn a vareity of techniques including conditional formatting of background colors, show/hide capability, group filtering, and many others.

ProContractor

ProContractor Forum: Share the Knowledge

Come learn from your colleagues in this interactive session. Presenters include project managers and controllers from ProContractor users in the General Contractor and Specialty Contractor markets. Learn how they are using ProContractor to maximize their business.

ProContractor

ProContractor Forum: Leveraging ProContractor Moving Forward

What are the top 5 issues impacting your business that ProContractor could solve? Bring your issues and let’s discuss! Collaborate and share with your colleagues to provide feedback on how ProContractor can help solve the business problems.

ProContractor

ProContractor: Managing the Project

Let’s dive into managing your projects efficiently. The session will dive into details on the recommend flows and routing of information from the estimate, transmittals, change orders, billing, and others.

ProContractor

ProContractor Mobile: Maximizing PC Mobile

Need to have information flow from the field into the office? Let’s investigate how Pc mobile can help maximize the exchange of information between the office and the field.

ProContractor

ProContractor: Perfecting Your Paid Time Off

Are you new to PTO setup and want to learn how ProContractor can accrue and manage hours for you? Perhaps you are looking to simplify your already set up PTO tracking? This is the class for you! Come learn all about Paid Time Off in ProContractor — topics covered will be Setup, Accruing, Paying, Reporting, Timing, and Adjustments.

ProContractor

ProContractor: Time to Make Some Money!

Time to bill those projects! Wait.. there’s a change to the project? Now What? Billing for your projects is critical and so is making sure it is accurate. We will walk through the billing setup, how change orders impact the billing, ensuring change orders appear properly on your billing, and how to address adjustments and corrections properly (because those never happen..).

ProContractor

ProContractor: Power World of Views

Need to check some information? Need to provide invoice backup for your billing? Views can help. The views are a powerful component that help solve many everyday tasks and scenarios.  Let’s dive in on the power of views and walk through various scenarios that each of the views can help solve.

ProContractor

ProContractor: Corrections are Inevitable

If all of our daily tasks would just follow the golden path, we would never need to make any correction or adjustments. However, real life happens! We will walk through the best practice for making corrections for wrong posting dates, payment dates, and how best to void and re-enter, etc.

ProContractor

ProContractor: Top 20 Capabilities

We have 20 golden nuggets of various ProContractor capabilities that can help make managing your business easier and more efficient. Come see if your tips are on the list.

ProContractor

ProContractor: Payroll 101

Payroll can be easy but when unions and prevailing wages get added, things can get complicated. Let’s dive into all things related to setting up payroll properly including unions and prevailing wages.

ProContractor

Spectrum Sessions

Choose from all the Industry Best Practice sessions above, as well as the Spectrum track sessions specific to your ERP use.

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Session/Description Tract

50 Things You Didn’t Know Spectrum Could Do

Think you know everything about Spectrum? Join us for a fun, rapid-fire session that will send you home with new Spectrum information that you can use every day back at the office.

Spectrum

Dashboards and You

Learn how to create your own Spectrum Dashboards.

Spectrum

Deep Dive Into Spectrum Security

Join us as we take an in-depth look at Spectrum Security. Learn about the standard security levels and how to change them. Understand how to use security schemes and operator overrides to control access.

Spectrum

Spectrum Enhancement Forum

Join us to discuss ideas to make Spectrum that much better in the future!

Spectrum

What’s New in Spectrum

Join us as we discuss the new features in Spectrum since last Users’ Conference!

Spectrum

25 Things You Didn’t Know A/P Could Do

Learn tips and tricks to make you a power user in Accounts Payable.

Spectrum

All About Invoice Approval

In this session we will talk about setting up Invoice Approval, the hierarchy of routes and security.  We will also discuss instant approvals and how to quickly find an invoice in the routing process.

Spectrum

Automating Pay When Paid in Spectrum

Learn how to use Spectrum to track vendor invoices to be disbursed once the customer makes payment.  See how to create specific ‘pay-when-paid’ policies and apply them to your jobs.  Approve and manage the release of vendor payments using Job Payables.

Spectrum

Change Management Forum

Join us to discuss the future of Change Management in Spectrum and in Team.

Spectrum

Advanced Business Intelligence

Learn about the more advanced features in Business Intelligence. Use the context menus to configure, display and customize your reports. Learn how to link one report to another letting your readers drill down into more detail.  Add prompts to control the information displayed on your Dashboards and Interactive Reports.

Spectrum

Introduction to Business Intelligence

In this overview session we will introduce the basics of Spectrum Business Intelligence. Learn how to create reports using this integrated toolset.

Spectrum

Mastering Cash Management

Take a deep dive into Cash Management.  Learn the ins and outs of recons as well as common issues and how to resolve them. We will also discuss setting positive pay up, wire transfers and direct checks.

Spectrum

Things You Didn’t Know You Could Do with Spectrum Data Exchange

Learn about how Spectrum Data Exchange can make your data entry processes easier, faster, and more flexible while providing you with an excellent audit trail.  Join us to see the basics of getting the module installed, authorizing user security, syncing data with Spectrum, basic troubleshooting, and locating other resources to get the most out of Data Exchange.

Spectrum

Standard Cost Inventory

FIFO? LIFO?  No way!  We want Standard Cost Inventory!

Spectrum

Crystal Reports for Mere Mortals

See what Crystal Reports can do for you and learn the basics of creating and customizing reports.

Spectrum

Info-Link and Excel – Your Data Your Way

Discover how Info-Link and Excel can be used to create custom reports for your field and office.

Spectrum

10 Things You Didn’t Know That Job Cost Could Do

Learn tips and tricks to get the most out of Job Cost.  Topics include overhead allocations, history reclassification, quick job setup, displaying phases over budget and more!

Spectrum

Job Compliance Tracking – Part 1 (Beginning)

“Its 11 o’clock – Do you know where your subs are? On any given construction project the project administrator manages a variety of compliance items for vendors and subcontractors, as well as the vendors and subs of the contractor’s subcontractors. They also manage compliance items with the project owners and even items that relate to the contractor themselves.This session will introduce Spectrum’s Job Compliance Tracking features. Learn how to set up, track, and manage different types of compliance items.

Spectrum

Job Compliance Tracking – Part 2 (Advanced)

From subcontractors, to material vendors, to sub-tier vendors, Spectrum’s Job Compliance Tracking features help contractors manage the various levels of compliance items and other tasks relating to the job.

Spectrum

Production Quantity Tracking

This session will cover the move advanced features of Spectrum’s Job Compliance features, including liens, material suppliers and tracking items created by the system.  Learn how to manage subcontractors and as well as their subs and vendors.  Finally see how the Subcontract Kiosk module streamlines the collection and management of your subcontractor compliance information.

Spectrum

WIP’ed Into Shape

Contract Status calculations, different report options, how to book earned revenue.  How to use the MTD and YTD versions of the report.  What is the provision for loss.

Spectrum

Using Purchase Order Accruals

Learn how to accrue job purchase orders using the 2-step method of receiving.  We will discuss the setup and how to use .  Also hear how a client implemented and use this new feature.

Spectrum

Advanced Payroll Topics for AP Wizards

Creating Payroll Electronic Export Files and Payroll Forumlas.

Spectrum

The Long Journey from Time Card Lines to G/L Posting

Many issues can be resolved in Payroll by understanding the created journal entries.  In this session, we will show how the journal entry is created.  We will also show you which reports to use to manually create the journal entry.

Spectrum

Introduction to Service Tech

Learn how Service Tech can streamline your techs in the field!  In this session we will introduce the Service Tech module.  We will discuss the tech’s daily workflow and how Service Tech eliminates the need for paper forms.

Spectrum

Setting T+M Up to Make Your Life Easy

Streamline your T+M or Cost Plus billings in Spectrum.  Learn how to set up your jobs, modify transactions and process billings.  Discussion will also include using Document Imaging to substantiate the billing.

Spectrum

Vista Sessions

Choose from all the Industry Best Practice sessions above, as well as the Vista track sessions specific to your ERP use.

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All About Vista: What’s New and Next?

Come see what’s new for Vista Platform. We will showcase the exciting new features delivered in 2019 and provide a peek at what’s on the horizon.

Vista

Vista Accounting: What’s New and Next?

Come see what’s new for Vista Accounting. We will showcase the exciting new features delivered in 2019 and provide a peek at what’s on the horizon.

Vista

Vista Operations: What’s New and Next?

Come see what’s new for Vista Operations. We will showcase the exciting new features delivered in 2019 and provide a peek at what’s on the horizon.

Vista

Become a Vista Work Center Wizard

Vista work centers are powerful tools. Come learn key concepts such as how to customize views, add a query, build in workflows, and more.

Vista

Vista: WIP’ed into Shape

Job Cost revenue using WIP.  Learn about integration of job cost projections and booking over/under billed to adjust revenue recognition in the general ledger in Vista.  Plus how to deal with changes in GAAP.

Vista

Vista/HR: Onboarding, Time-off Requests, Employee Self-Service, Oh My!

Viewpoint HR Management streamlines process and gives your employees the ability to self-service for many HR tasks. Learn how HRM complements Vista’s HR capability to eliminate rekeying, reduce errors and speed your critical HR workflows in this valuable session.

Vista

Have it Your Way: User Database Customization

Join us to hear examples of how Vista customers are utilizing the User Database module to simplify the user interface, augment/customize reports, and tailor Vista to suit their specific needs and provide value.

Vista

Real-Life Data Security

What keeps you up at night? It doesn’t need to be ERP security. Viewpoint product team will share recent updates in Vista security, complemented these concepts with practical examples, tips when deploying Vista security.

Vista

We’re All in This Together: Project Management Using Vista & Team

Join us to review Project Management across Vista and Team, where we will explore integrated workflows, and provide updates on the newest features in Team project management.

Vista

Perfecting PM Projections

PM Cost Projections – A to Z. Confusion over the process? We will walk through the setup and processing of this seemingly complicated process, including discussion on how the calculations are done.

Vista

Secrets for SQL Success

Learn basics of identifying best practices for setting up SQL environments for the best performance. We’ll help identify and use tools to determine performance bottlenecks, T-SQL development issues that lead to performance problems, and real world examples of pitfalls and gotchas.

Vista

Field to T&M Billing for Labor, Equipment and Materials

Come learn how to use Viewpoint Field Management to capture time for labor, equipment and materials (LEM) to support T&M billing of your customers through Vista.

Vista

Time for your Vista Technology Tune-Up!

You have been live on Vista for some time … time for your tune up? Come to this session for best practices for continued improvement of utilization of Viewpoint functionality after go-live.

Vista

Revolutionize Your Reporting Methods

Depending on the type of report you need, there are multiple techniques at your disposal, including Crystal Reporting, SSRS, insightsoftware’s Spreadsheet Server, and the new Viewpoint Analytics. Come get an overview of them all to make the best decisions for your team.

Vista

Financial Reporting with insightsoftware’s Spreadsheet Server

Learn how to best utilize your complimentary licenses of Spreadsheet Server by insightsoftware. In this session, Viewpoint and insightsoftware will discuss the financial reporting and budgeting available through the integration of Vista and insightsoftware’s Spreadsheet Server.

Vista

Viewpoint ePayments: The Easiest Way to Pay All Your Vendors

Learn how Vista and Nvoicepay work together to bring powerful intelligent payment automation to the enterprise through Viewpoint ePayments. In this session, we will share how to strike manual supplier payment data practices from your back office with a powerful, best-in-class solution that enrolls suppliers for electronic payment around the clock. Give a full range of payment types to your suppliers and access to detailed remittances, resolution on payment exceptions, and supplier-facing support services.

Vista

Next Level SQL

Learn advanced SQL development concepts, including Common Table Expressions, Windowed Functions, cursors/row-by-row iteration, and best practices for writing high performance SQL. We will show Vista-specific examples, though the concepts can be applied to any Microsoft SQL-based database.”

Vista

Vista: The Life of a Change Order

When do you first learn of a change order? Was it an issue or RFI first? Discussed in a project review meeting? Join us as we explore the life of a change order in Vista. See how pending changes can be tracked and managed to provide your organization visibility into changes and their impact on project financials – before it’s too late.

Vista

Getting the Most Out of Service Management

Does managing your service department got you down? Come hear best practices for using work orders, service agreements, report writing, and the technician dispatch board.

Vista

Top 10 Coolest Things You Can Do In Vista

Viewpoint employees have a lot of Vista tricks up their sleeves. Come to this session to learn about features in Vista you may not know about.

Vista

Putting It All Together: Top 10 Tricks for Using Viewpoint Field Management, Financial Controls and HR Management

Come hear lessons from the Viewpoint engineers on techniques you might not be aware of when using the package of Field Management, Financial Controls and HR Management together with Vista.

Vista

10 Ways to use Month-End Close to Avoid Data Problems

The month-end close process is an opportunity to find minor problems with data and fix them before they become major problems. This session will demonstrate how to use Vista reporting to reconcile to General Ledger and how to use the month-end close process. Get ready to dive into the best practices of closing the month, and the best reports for reconciling.

Vista

The Vista Balancing Act

Learn to balance payroll (PR) to general ledger (GL) and job cost (JC) as well as quarterly reports. We will also address the most common questions that Vista users have in regards to the Payroll module for items such as prevailing wages, unions, and voiding and reissuing payroll checks from a closed payroll.

Vista

Automate Data Entry into Vista Once and For All

Is your firm’s data being entered into another system first, then again into Vista? Do you have data in a spreadsheet that you would like to upload into Vista on a regular basis? If so come to this session and we’ll learn how simple the process can be with the right setup.

Vista

Advanced Payroll Topics

The Vista product team will present recent Payroll enhancements, including prevailing wage, certified payroll, leave accrual rates, and auto overtime processing. This session will also allow time for discussion so bring your top questions for the team to address live.

Vista

True Tales About Moving to the Cloud

Hear from the Viewpoint product and cloud teams, as well as customers, about their specific experience of moving to the cloud with Viewpoint. We will also highlight a new technology that improves the user experience.

Vista

Travel to the Future: A Peek into Vista-bots & Other Future Tech

The future is out there…and you can help drive it. Join this session to peek into Vista-bots, Trimble applications, and other technology targeting future productivity improvements to truly bring together your office, team and field.

Vista

Connecting Field and Office Once and For All

We’ve talked about it a lot, but do you truly know what it looks like to have a connected office and field — not to mention the broad sphere of folks you work with? Join this session to explore how customers who have done it have benefitted.

Vista

Let’s Talk About Security

Security should be top of mind, always, whether that’s on the jobsite or in your technology applications. This session will explore Viewpoint’s audit process and security strategy to protect your data from cyber hacks.

Vista

Viewpoint Analytics- What’s New, What’s Next

You’ve heard about Viewpoint Analytics, but what is it and how can you benefit? Nothing like a live session to explore how the product was built and why — and what that means for you and how you manage your business.

Vista

Is Your Construction Company Profitable? How to Track the Important KPIs

Without tracking the valuable data that truly shows your business health, how can you make the changes you need to in order to thrive? It can be easier than you thought. In this session, we’ll explore using Viewpoint Analytics for self-service reporting.

Vista

Getting the Most out of Your Data: Viewpoint Analytics

Data can be confusing. Viewpoint Analytics aims to make accessing it easier. Let’s discuss what analytics are most helpful and how they can improve what you get from your ERP.

Vista

For the Love of Field Management: Optimizing Field Processes

It doesn’t have to be this way — the pain, the disconnects, the sorrow. Extend Vista as your single source of truth for project data by having field staff write information directly to Vista forms, without syncing or relying on connectors or third party-integrations. Learn how in this session.

Vista

Confessions of a Field Quality Assurance Professional

We all want to hear from real people in the field about how they’re solving their problems. In this customer experience session, one customer wills showcase how they are solving quality assurance as well as health & safety challenges in the field

Vista

Best Kept Secrets of Customized Field Data Collection

This session will explore closing the gap between field and office with custom forms — not getting what you need to do your own job? Create a form for that! Plus, hear a first hand account from a customer of how doing so has improved their business and given them time back.

Vista

Field Management & Field View: What’s New What’s Next

Two of the newer offerings in our portfolio, Viewpoint Field Management & Field View are explored in greater detail to help you connect office and field in the ways your business needs.

Vista

A Tale of Time Management

A time management bedtime story for LEM, except this one is true — it’s no fairytale. Understand how you might be leaving money on the table, and the easiest ways to stop it through better LEM management.

Vista

Accounting is a Team Sport: Connecting Teams for Better Financial Management

Accounting doesn’t just happen in the office any more. Join us to learn how Viewpoint Financial Controls extends accounting processes to the field.

Vista

Alright STOP. Integrate and Listen.

You want to get started with Viewpoint’s project management solution, Team, before integrating with your Vista…that’s great! (We’re very supportive.) But what should you be thinking about in order to prepare?

Vista

Using Team in Real-Life: One Customer’s Perspective

We’ll sit down one customers to walk through a case study on how using Viewpoint Team to integrate his office, team and field is changing his business.

Vista

A Project Management Wish List: Focus Group

Our solutions have always been built on your needs. So tell us your needs! Join this active discussion of the top 10 items you need next for your project teams and what you wish your software could do to help.

Vista

Deeper Dive into Overall Project Management

In this Advanced session, we’ll review the most underutilized features of Viewpoint Team and how you can use them to benefit the whole organization.

Vista

What’s New in Project Management: An Active Discussion

You asked, we listened. This session was built to bring together companies who want to network and discuss project management blockers and opportunities

Vista

Project Management Using Viewpoint Team: Tips & Tricks

You’re not a product expert — we are! This is the session where we’ll explore the best uses, best practices, standards and how others are using Viewpoint Team to make their business run more smoothly.

Vista

The Future of Mobility in Construction

Mobility is now in our DNA, regardless of your age, but are you taking full advantage of that? This session will discuss how technology can improve productivity and make your workforce smarter, from the office to the field and back again.

Vista

Focus Group: Measuring the Success of Your Company

Focus Group: Join the group to discuss the best Industry metrics and KPIs to measure your business by, and how you want to use technology to understand how you can reach them.

Vista

Change Management without the BS

Change is hard. No doubt. You need to prepare for it. Join our change management leaders, our Professional Services experts, to learn how they manage the process of change, what’s next — and why it’s worth it.

Vista

Focus Group: The Future of Project Management

What are the trends that will impact project management? You tell us so we can enhance what we already provide to meet your needs… before you need them.

Vista

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