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Solutions Summit 2014 Lists, Lists, and More Lists T-Recs® Enterprise Process Manager.

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Presentation on theme: "Solutions Summit 2014 Lists, Lists, and More Lists T-Recs® Enterprise Process Manager."— Presentation transcript:

1 Solutions Summit 2014 Lists, Lists, and More Lists T-Recs® Enterprise Process Manager

2 Chesapeake System Solutions, Inc. Proprietary and Confidential Objectives Best Practice recommendations Recommendations for global roll outs How do I get started? Import functionality What’s new in 7.0 Upcoming Enhancements – We are going mobile!

3 Chesapeake System Solutions, Inc. Proprietary and Confidential Let’s Have Some Fun! A man condemned to death has the option of picking one of the mentioned three rooms. The first room is a furnace filled with feeding flames, the second has armed men with loaded guns while the third has lions starving for years. Which one should the man choose?

4 Chesapeake System Solutions, Inc. Proprietary and Confidential Let’s Have Some Fun! You're stranded in a deserted place when you discover an old cabin. It's freezing outside and you only have one match, a candle, a newspaper, and some hay and twigs. What do you light first?

5 Chesapeake System Solutions, Inc. Proprietary and Confidential Process Manager Best Practices Potential Uses for Process Manager Month End Close Audit/PBC List Compliance Reporting Any checklist or process that requires oversight I love Process Manager. Now what?  Plan  Populate upload for groups and tasks  Import groups and tasks  Rock and Roll!

6 Chesapeake System Solutions, Inc. Proprietary and Confidential How Do I Avoid Messing This Up? a.k.a. I want to look Like a Rockstar when I roll this out. Security Operational Structures Security Permissions Sectors Organization (Folders and Task Categories) How does management view the information? Make sure it is searchable. Begin with the end in mind Avoid Unnecessary Dependencies Task Priority

7 Chesapeake System Solutions, Inc. Proprietary and Confidential How Do I Avoid Messing This Up? a.k.a. I want to look like a Rockstar when I roll this out. Notifications Users – , To Do List, Pop-up Management – Saved Queries, , Reports Task Recurrence Options One time vs. Recurring Daily, Weekly, Monthly, Quarterly, Annual Current Fiscal Period START and End dates and times Work in a Test Environment if possible

8 Chesapeake System Solutions, Inc. Proprietary and Confidential Global Considerations Security Operational Structures – What can I see? Sectors – What can I change? Users and Reviewers – What can I do? Time and Time Zones on Tasks Languages Phased Roll Out

9 Let’s see it!

10 Importing!

11 Chesapeake System Solutions, Inc. Proprietary and Confidential What’s New in 7.0

12 Chesapeake System Solutions, Inc. Proprietary and Confidential Upcoming Enhancements We are going mobile!

13 Chesapeake System Solutions, Inc. Proprietary and Confidential What if I Need Help? Reference Materials Best Practice Guide Importing Guide Import Template Webinars Reference Materials are great, but I need “Process Manager for Dummies” Services for Train the Trainer Services for Full Implementation

14 Questions?


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