The Complete Resource Your Team Needs to be Successful

Our one day summit will provide up to 7 CPE Credit.  Agenda will cover Setup, Basic Functions and Advanced Options of many areas of OfficeTools Workspace including Projects, Billing and Document Management. Workshops will give everyone an opportunity to ask questions and network with other users in an open forum.

Day 1
Time Session Speaker
7:30AM -8:30AM Breakfast Provided
8:30AM -9:00AM Introductions of Trainers and Attendees, Summit Overview
Meet your Trainer and Introduce yourself and your team!
9:00AM -10:00PM General Setup & Usage, Tip & Tricks
Learn more about the basics, this is a great way opportunity to educate new staff on how Workspace works, and re-visit best practices for experienced users.
10:00AM -11:00AM Project setup
Setting up Projects correctly is important to having efficient and productive workflow, learn what you need to know in this session.
11:00AM -12:00PM Time & Billing
Learn how to optimize your billing processes. Create the best methods and setups for time & billing procedures.
1:00PM -1:00PM Lunch Provided
1:00PM -2:00PM Project Training
Now that your Projects are setup correctly, what are the best practices when using them? Let’s talk about it!
2:00PM -3:00PM Projects Workshop (Roundtable with a scenario driven discussion)
Workflow, Budgets, Documents, Billing and more. Hands-on Discussion with other users on how they use Projects, networking at its finest.
3:00PM -4:00PM General Q&A
Still not clear on something? The floor is yours!

This schedule is not finalized, and is subject to change.


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