Register for Synergy Now

WHEN

SEPTEMBER 20-24, 2010

WHERE

HYATT - Milwaukee, WI
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Agenda

Download the printable Synergy agenda

  • Sunday,
    September 19
  • Monday,
    September 20
  • Tuesday,
    September 21
  • Wednesday,
    September 22
  • Thursday,
    September 23
  • Friday,
    September 24

Sunday Afternoon, September 19

Time Activity
TBD

Customer Golf Outing

Will be offered before the event begins. You can sign up for this activity when you register for Synergy, check out the Activities page for complete information.
 

 

Monday, September 20

Industry Day

Time Activity Roles Addressed
7 a.m. - 8 p.m. Registration and Information Desk  
All day CustomerConnect & Hands On lab  
7 a.m. - 8 a.m. Continental Breakfast  
9 a.m. - 9:30 a.m. Industry Day Welcome All
9:45 a.m. - noon WennSoft for Mechanical Contractors All
9:45 a.m. - noon WennSoft for Construction All
9:45 a.m. - noon WennSoft for Specialty Trades All
9:45 a.m. - noon WennSoft for Equipment, Assets & Tools Intensive Organizations All
9:45 a.m. - noon WennSoft Cross-Industries All
Noon - 1 p.m. Lunch All
1:00 p.m. - 2:00 p.m. Consider the Possibilities Keynote All
2:15 p.m. - 4:15 p.m. Leadership Within the Mechanical Industry Leadership
2:15 p.m. - 4:15 p.m. Operations Focus For the Mechanical Industry Operational
2:15 p.m. - 4:15 p.m IT for Mechanicals IT
2:15 p.m. - 4:15 p.m Leadership Within the Construction Industry Leadership
2:15 p.m. - 4:15 p.m Operations Focus in Construction Operational
2:15 p.m. - 4:15 p.m IT for Construction IT
2:15 p.m. - 4:15 p.m Leadership Within the Specialty Trades Industry Leadership
2:15 p.m. - 4:15 p.m Operations Focus in Specialty Trades Operational
2:15 p.m. - 4:15 p.m IT for Specialty Trades IT
2:15 p.m. - 4:15 p.m Leadership of a Highly Equipment, Assets and/or Tools Centric Organization Leadership
2:15 p.m. - 4:15 p.m Operations focus in the Equipment, Assets & Tools Intensive Organization Operational
2:15 p.m. - 4:15 p.m IT for the Equipment, Assets & Tools Intensive Organization. IT
2:15 p.m. - 4:15 p.m Leadership Challenge: The next 3 to 5 years Leadership
2:15 p.m. - 4:15 p.m Operations Focus Operational
2:15 p.m. - 4:15 p.m IT Focus IT
4 p.m. - 7 p.m. Expo  
7 p.m. - 9 p.m. Synergy Welcome Reception  
Additional concurrent session details will be posted soon!

Tuesday, September 21

Time Session
7 a.m. - 5 p.m. Registration and Information Desk
7 a.m. - 8 a.m. Breakfast, email stations, hands on labs
7 a.m. - 5 p.m. Expo Open
8 a.m. - 9:30 a.m. Welcome Keynote "Seizing the Opportunities
9:30 a.m. - 9:45 a.m. Break
9:45 a.m. - 10:45 a.m. Microsoft Keynote
10:45 a.m. - 11:00 a.m. Break
11 a.m. - 5 p.m. CustomerConnect
11 a.m. - Noon Solutions Close Ups
Job Cost Solution Close Up
Service Management Series Solution Close Up
Equipment Management Series Solution Close Up
Noon - 1 p.m. Lunch & Support Round Tables
1 p.m. - 2 p.m. Solution Close Ups
Job Cost Solution Close Up*
Service Management Series Solution Close Up*
Graphical Schedule Board & Mapping Solution Close Up
Equipment Management Series Solution Close Up*
2 p.m. - 2:15 p.m. Break
2:15 p.m. - 3:15 p.m. Solution Close Ups
Job Import and Project Integration Solution Close Up and Prioritization
Graphical Schedule Board & Mapping Solution Close Up*
MobileTEC Solutions Close Up
3:15 p.m. - 3:30 p.m. Break
3:30 p.m. - 4:30 p.m. Solution Close Ups
Job Import and Project Integration Solution Close Up and Prioritization*
Customer Portal Solution Close Up and Prioritization
MobileTEC Solution Close Up*
4:30 p.m. - 4:45 p.m. Break
4:45 p.m. - 5:45 p.m. Solution Close Ups, Product Prioritization and Concurrent Sessions
Job Cost Portal/PMP Solution Close Up
eTimeTrack and Excel Client for TimeTrack Solution Close Up and Prioritization
CRM, WennSoft Extensions for CRM, SmartConnect and the GP Adapter Solution Close Up
Business Insights
Evening On your own**
  * Denotes repeated session.

**10+ year customers will receive a personal invitation for dinner with our executives.
 

Wednesday, September 22

Time Session
6 a.m. - 7:30 a.m. WennSoft Fun Run/Walk
7 a.m. - 5 p.m. Registration and Information Desk
7 a.m. - 8:30 a.m. Breakfast, email stations, hands on labs
7 a.m. - 5 p.m. Expo Open
8 a.m. - 9:30 a.m. Synergy Keynote
9:30 a.m. - 9:45 a.m. Break
9:45 a.m. - 5 p.m. CustomerConnect
9:45 a.m. - 10:45 a.m. Concurrent Sessions
Maintenance Contracts
MobileTEC for IT
Equipment Customer Panel
SRS Reporting and Reports
Get familiar with Microsoft CRM
Upgrading your WennSoft Solution
Sponsor Session
10:45 a.m. - 11 a.m. Break
11 a.m. - Noon Concurrent Sessions
Tasking Set Up
Working with SQL Views
Streamlining your service and equipment
Getting jobs into your system with Job Import
Extending Your WennSoft application to CRM
Getting Control of Inventory
Sponsor Session
Noon - 1 p.m. Lunch & Support Round Tables
1 p.m. - 2 p.m. Concurrent Sessions
MobileTEC Customer Panel
Winning new business and retaining customers with Customer Portal
Costing equipment on a job
Job Cost Reporting
What's New in Microsoft Dynamics GP 2010
Business Insights*
Sponsor Session
2 p.m. - 2:15 p.m. Break
2:15 p.m. - 3:15 p.m. Concurrent Sessions
Fine tuning your routing, mapping and scheduling
Leveraging Microsoft SharePoint
Customer Portal Solution Close Up and Prioritization*
Get Familiar with office 2010
Technical tips and tricks for upgrading
Sponsor Session
3:15 p.m. - 3:30 p.m. Break
3:30 p.m. - 4:30 p.m. Product Prioritization Sessions and Concurrent Sessions
Job Cost Portal and Project Management Portal Prioritization
Graphical Schedule Board & Mapping Prioritization
MobileTEC Prioritization
Equipment Management Series Prioritization*
Evening WennSoft 15th Anniversary Celebration at Miller Park
*Denotes repeated session.

Thursday, September 23

Time Session
7:30 a.m. - 5 p.m. Registration and Information Desk
7:30 a.m. - 8:30 a.m. Breakfast, email stations, hands on labs
7:30 a.m. - 5 p.m. Expo Open
8:30 a.m. - 9 a.m. Closing Keynote
9 a.m. - 5 p.m. CustomerConnect
9 a.m. - 9:15 a.m. Break
9:30 a.m. - 10:30 a.m. Product Prioritization Sessions
Job Cost Portal and Project Management Portal Prioritization*
Service Management Series Prioritization Part I
MobileTEC Prioritization*
Graphical Schedule Board & Mapping Prioritization*
10:30 a.m. - 10:45 a.m. Break
10:45 a.m. - 11:45 a.m. Product Prioritization Sessions
Job Cost Prioritization
Service Management Series Prioritization Part II
11:45 a.m. 12:45 p.m. Lunch & Support Round Tables
1 p.m. - 2 p.m. Product Prioritization Sessions (Repeated)
Job Cost Prioritization *
Service Management Series Prioritization Part I*
2 p.m. - 2:30 p.m. Break
2:30 p.m. 3:30 p.m. Product Prioritization and Concurrent Session
Time and Expense Recording for Labor Management
Service Management Series Prioritization Part II*
Imports and Integration
Document Management
3:30 p.m. - 3:45 p.m. Break
3:45 p.m. - 4:45 p.m. Focus Groups
Mobile solutions for Jobs
Scheduling tools and equipment
Next steps in CRM Extensions
An equipment intensive future
*Denotes Repeat Session

Friday, September 24

Power User Acceleration

Time Activity Level
8:00 a.m. - 8:50 a.m. 50 tips in 50 minutes for Job Cost 100
8:00 a.m. - 8:50 a.m. Business Alerts: The next level of performance 100
9:00 a.m. - 9:50 a.m. 50 tips in 50 minutes for Service Management 100
9 a.m. - 9:50 a.m. REPEAT: Maximizing SRS Reports 200
10:00 a.m. - 10:50 a.m. 50 tips in 50 minutes for the Equipment 100
10:00 a.m. - 10:50 a.m. Microsoft Dynamics GP 50 Tips in 50 Minutes 100
11:00 a.m. - 11:50 a.m. Maximizing SRS Reports 200
11:00 a.m. - 11:50 a.m. REPEAT: Microsoft Dynamics GP 50 Tips in 50 Minutes 100
  Key
100 = Introductory
200 = Some Knowledge
300 = Technical 		 
noon Box lunch and shuttle back to airport  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Getting the functionality to stay ahead of the curve.
Rental contracts, assets on jobs, equipment, and more.
Scheduling your tools and equipment with Graphical Schedule Board.
Mobile devices for costing component in field (form factors, etc.)
To drive business process improvement through effective handling of documents.
Technical session for those interested in understanding the options around importing and integration of data and solutions.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Learn how to speed up billing by leverging time and expense recording.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Tell us what you'd like to see in future releases, then help prioritize the list based on what's most important to your organization.
Whether you're upgrading GP or WennSoft or both we'll help make sure it’s a success.
It's the latest release but should you move to it? We'll highlight some of the things we believe are most interesting for you.
You've provided great feedback on Customer Portal. Come see the current enhancements and learn ways to optimize your deployment. Also, tell us what you would like to see in future product enhancements.
This session overview's SharePoint, it's value, and easy ways to start working with it.
Learn how to take your routing, mapping and scheduling to the next level.
This executive level session focuses on the possibilities you'll want to revisit regularly to ensure your organization has the information needed based on individual roles. Focus only on the exceptions, instead of massive reports.
Details and demonstration on the latest release as well as review of their product release timeline.
Tackling work in progress and other critical reporting elements. Set up and best practices.
There are many ways to help job profitability. Learn how you can include equipment costing on jobs to manage costs and profit margins.
Learn how to position customer portal as an advantage for your customers as well as optimizing its use.
Hear how others like you are using MobileTEC to drive business efficiency
Learn more on inventory management regardless of your organization's inventory levels or sophistication.
Learn more about WennSoft Extensions for CRM as well as your integration options whether to GP or to many other solutions.
Walk though the details required to set up and execute Job Import including best practices.
Work orders are a critical component to managing equipment. Learn more about the power of the combination.
Get more out of your reporting through the use and management of SQL Views.
best practices to proactively ensure you're successful with tasking activities.
Best practices for you to consider in planning an upgrade, and the questions you should be asking to ensure success.
Deep dive into Microsoft CRM 4.0 and how it can impact your business.
Deep dive into set up and technical information that gets you ready for Friday's Power User Acceleration.
Hear from your peers on how they're using equipment series to manage business.
Optimizing mobile solution includes hardware and software management.
tips and tricks to get the most out of your customer service contracts.
This executive level session focuses on the possibilities you'll want to revisit regularly to ensure your organization has the information needed based on individual roles. Focus only on the exceptions, instead of massive reports.
There's been a lot of buzz, and many enhancements around CRM delivered both by WennSoft and Microsoft. Learn more about connecting CRM to WennSoft data through WennSoft's extensions for CRM.
See the functionality available and learn how to optimize it's use for your organization. Also, tell us what you would like to see in future product enhancements.
Utilization of these collaborative solutions will help you realize Tooltip trigger goes here.a positive impact on your business. Learn what's available and how it's being used today.
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See highlights of the many enhancements to MobileTEC and learn how to use the solution and hardware to maximize your technicans' productivity.
You've provided great feedback on Customer Portal. Come see the current enhancements and learn ways to optimize your deployment. Also, tell us what you would like to see in future product enhancements.
Getting data accurately into Job Cost from estimating systems, and other systems, along with integration with Microsoft Project adds value. Learn what's available and how to maximize your use of the solution. Also, tell us what you would like to see in future product enhancements.
See highlights of the many enhancements to MobileTEC and learn how to use the solution and hardware to maximize your technicans' productivity.
See what's available today and how to take full advantage of the solution.
Getting data accurately into Job Cost from estimating systems, and other systems, along with integration with Microsoft Project adds value. Learn what's available and how to maximize your use of the solution. Also, tell us what you would like to see in future product enhancements.
Your options to grow the equipment size of your business are increasing. Learn more about the functionality available today.
See what's available today and how to take full advantage of the solution.
Maximize your service solution through a deep review of the product including functionality released in WennSoft Classic 2010.
See what's new in WennSoft Classic 2010 and learn ways to expand your use of Job Cost functionality.
Your options to grow the equipment size of your business are increasing. Learn more about the functionality available today.
Maximize your service solution through a deep review of the product including functionality released in WennSoft Classic 2010.
See what's new in WennSoft Classic 2010 and learn ways to expand your use of Job Cost functionality.
The requirements, standards, and expectations continue to evolve. You have a unique view of your organization, and an overall view the IT world. Spend time connecting with your peers to share best practices, gotcha's, and build your own network of resources.
Operations is at the epicenter of every business - you juggle strategy while you make sure today's business is completed. In a world where the mantra is to do more with less you have a unique challenge. Spend time with others focusing on how to get it all done and still look ahead to the next big strategy to hurdle.
As a leader in your organization there are always interesting challenges and opportunities, but it's not always easy to connect with other leaders similar to you that may be able to help you and your team think about things in a new way. This session is dedicated to the uniquenesses of those in your role focusing on the things you are thinking about today in terms of running your business over the next 3-5 years.
The requirements, standards, and expectations continue to evolve. You have a unique view of your organization, an overall view the IT industry and the specialized focus around what it means to drive business around Equipment. Spend time connecting with your peers to share best practices, gotcha's, and build your own network of resources
Operations is at the epicenter of every business - you juggle strategy while you make sure today's business is completed. In a world where the mantra is to do more with less you have a unique challenge. Spend time with others focusing on how to get it all done and still look ahead to the next big strategy to hurdle.
As a leader in your organization there are always interesting challenges and opportunities, but it's not always easy to connect with other leaders similar to you that may be able to help you and your team think about things in a new way. This session is dedicated to the uniquenesses of those in your role within an equipment-intensive organization focusing on the things you are thinking about today in terms of running your business over the next 3-5 years.
The requirements, standards, and expectations continue to evolve. You have a unique view of your organization, an overall view the IT industry and the specialized focus in the specialty trades industry. Spend time connecting with your peers to share best practices, gotcha's, and build your own network of resources.
Operations is at the epicenter of every business - you juggle strategy while you make sure today's business is completed. In a world where the mantra is to do more with less you have a unique challenge. Spend time with others focusing on how to get it all done and still look ahead to the next big strategy to hurdle.
As a leader in your organization there are always interesting challenges and opportunities, but it's not always easy to connect with other leaders in the construction market that might be able to help you and your team think about things in a new way. This session is dedicated to the uniquenesses of those in your role and industry focusing on the things you are thinking about today in terms of running your business over the next 3-5 years.
The requirements, standards, and expectations continue to evolve. You have a unique view of your organization, an overall view the IT industry and the specialized focus in the construction industry. Spend time connecting with your peers to share best practices, gotcha's, and build your own network of resources.
Operations is at the epicenter of every business - you juggle strategy while you make sure today's business is completed. In a world where the mantra is to do more with less you have a unique challenge. Spend time with others focusing on how to get it all done and still look ahead to the next big strategy to hurdle.
As a leader in your organization there are always interesting challenges and opportunities, but it's not always easy to connect with other leaders in the construction market that might be able to help you and your team think about things in a new way. This session is dedicated to the uniquenesses of those in your role and industry focusing on the things you are thinking about today in terms of running your business over the next 3-5 years.
The requirements, standards, and expectations continue to evolve. You have a unique view of your organization, an overall view the IT industry and the specialized focus in the mechnical industry. Spend time connecting with your peers to share best practices, gotcha's, and build your own network of resources.
Operations is at the epicenter of every business - you juggle strategy while you make sure today's business is completed. In a world where the mantra is to do more with less you have a unique challenge. Spend time with others focusing on how to get it all done and still look ahead to the next big strategy to hurdle.
As a leader in your organization there are always interesting challenges and opportunities, but it's not always easy to connect with other leaders in the mechanical market that might be able to help you and your team think about things in a new way. This session is dedicated to the uniquenesses of those in your role and industry focusing on the things you are thinking about today in terms of running your business over the next 3-5 years.
We can all relate to needing more information, or different cuts of it for different people, that help you run your business better. This hour is dedicated to Business Insights. You may walk away with a idea you can execute against as soon as you get home, or you may find the session leaves you with more questions. The goal is to share possibilities - then we'll work hard to help you achieve them.
Visit one on one with those from the morning, connect with your office, or plan the rest of your day, then prepare for a full afternoon focused both on your industry and your role.
a fast moving, facilitator led session focusing on the trends and business challenges that keep you awake at night, ways to tackle those challenges including building functionality into WennSoft Classic to support your business requirements.
a fast moving, facilitator led session focusing on the trends and business challenges that keep you awake at night, ways to tackle those challenges including building functionality into WennSoft Classic to support your business requirements.
a fast moving, facilitator led session focusing on the trends and business challenges that keep you awake at night, ways to tackle those challenges including building functionality into WennSoft Classic to support your business requirements.
a fast moving, facilitator led session focusing on the trends and business challenges that keep you awake at night, ways to tackle those challenges including building functionality into WennSoft Classic to support your business requirements.
a fast moving, facilitator led session focusing on the trends and business challenges that keep you awake at night, ways to tackle those challenges including building functionality into WennSoft Classic to support your business requirements.
Kick off Industry Day with with a few comments by our Executive Vice President Tim Kennedy to ensure you maximize the day's opportunities. Industry Day will provide you opportunities to focus both on your industry, but also has sessions tailored to Business Leadership, Operational leaders and employees, and IT leaders and employees.
This fast-paced session delivers something for everything from a new user to a true "power user". We'll provide you more visibility in the functionality in Microsoft Dynamics GP, and share best practices you can implement when you get to the office.
Learn how use technology you already own to automatically push key information in almost any format to the people that need it most.
This fast-paced session delivers something for everything from a new user to a true "power user". We'll provide you more visibility in the functionality in Microsoft Dynamics GP, and share best practices you can implement when you get to the office.
Attention to detail is key to success. Give us 50 minutes and we'll give you details on getting the most from the Equipment Series. Tips and best practices that keep you in control, and can be shared with your team.
Learn how use technology you already own to automatically push key information in almost any format to the people that need it most.
You're used to working fast so let's go. Get the tips and best practices you need to go from power user to maximum acceleration. We'll cover the things that may give you alittle extra time back in your day, or that drive even greater efficiency.
From little alerts to big exceptions, get more from your solution - kick off metrics, monitor operations, automate reminds yourself and or team, or add Smartlists for even more power.  This session will both walk through many alert possibilities, but will also cover how to enable them.
Efficiency's the theme as we cover many things that can help you maximize your Job Cost solution. Become a power user, or become a more powerful user with tips and best practices specific to what you do everyday.