Do you ever feel there is more information in your software than what you can access? Having the ability to access the information you need, when you need it, is a critical component in finding problems, making decisions and improving your company’s processes. Contractors store most of this information in a variety of systems including accounting, job costing, project management, CRM and estimating. This extensive, hands-on, specific to your software and tailored-to-your-needs workshop provides the tools to unlock data that goes well beyond the basics. Topics include database management, database system structures, structured query language (SQL), data sorting (tables, filters and queries), database functions, analysis and reporting using Excel.
This highly-customized workshop is divided into 10 separate, 2-hour sessions that build on each other, with an additional 2 to 4 hours of homework per attendee per class. While Unlocking Data for Managers is primarily designed for managers who have strong knowledge of business processes and have reasonable Excel experience, this class is also valuable for IT professionals.
Learn to query your data directly, solve existing issues, and get more from your database software in this intense, hands-on and detailed workshop. Software modules of this class include Spectrum, Viewpoint, MasterBuilder, Maxwell, Jonas, Foundation, Coins, Sage 300 Construction and Real Estate (Timberline), as well as other industry software. Unlocking Data for Managers will provide you with the necessary tools and understanding to access the information you need, when you need it.
The technical requirements will be worked out with your IT Manager ahead of time. It is recommended that the IT Manager be readily available during the first session to work out any technical or security issues that may come up.
Who should attend?
Unlocking Data for Managers is primarily designed for managers who have strong knowledge of business processes and have reasonable Excel experience, however, this class is also valuable for IT professionals or other Personnel who meet the prerequisites and require a deeper understanding of how to access their data.
Workshop attendees will need:
Individually scheduled and privately held classes.
PLEASE NOTE: If you use TIMBERLINE, this requires our database integration tools. There will be a $1000 fee for executing the integration included in the pricing.