Save valuable time when entering new records in Vantagepoint by using standard workflows. Common workflows available right out of the Vantagepoint “box” include: warning / error validations, email notifications, field requirements, conditional changes and field calculations can all be configured without needing any database coding experience. Learn about the use of types of workflows available and when they might be most helpful. Select workflow functions that align with your business processes, and set them as everyday procedures in Vantagepoint. Highlights: ·       What is a workflow ·       How workflows save time ·       How to set up and use Vantagepoint’s user-ready standard workflows (no database coding experience required)

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Presenters:

Hilary Mortimer, Managing Consultant Experienced Managing Consultant with a demonstrated history of working in the computer software industry. Skilled in Enterprise Software, Software Implementation, Accounting, Professional Services, and Deltek. Strong consulting professional with a Bachelor's degree focused in Business Management from Bryant College.

Jim Kliebhan, Senior Consultant Jim is a 25-year veteran of the professional services industry, providing ERP implementation, training, and project management services for the past 15 years. He has consulted on over 250 projects involving applications that improve business processes and performance, streamline operations and win new business. He holds a Vision certification in CRM and is a certified Agile ScrumMaster and Lean Six Sigma Greenbelt. His Bachelor of Science in Business Administration is from Marquette University.

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