1. Welcome to Neoserra

2. Presentation Overview
What is Neoserra?
How can I access Neoserra?
What do I need to know before I use Neoserra?
When should I switch to Neoserra?
Demonstration
Questions & Answers

3. What is Neoserra?
Neoserra is the next general Client Activity Tracking System provided by OutreachSystems.
Neoserra is based upon the most current technology and promises to provide a complete CRM system for economic development organizations.
Neoserra is a new application based upon the old WebCATS database structure.
Because both applications share the same database structure migration from WebCATS to Neoserra is completely transparent.
In fact, administrators will continue to use WebCATS for some higher end features.

4. How do I log into Neoserra?
You will use your same username and password for Neoserra as you have used in the past for WebCATS.
Your same permissions will apply.
The only change you need to make is the URL you go to to access the database.
OLD:
NEW:

5. What should I know before I log in?
Neoserra does not support Microsoft Internet Explorer 8.0.
If you are using IE 8 (which is 5 years old), then you should consider upgrading to IE 9, 10 or 11 or change to a different browser. (See FAQ:
Documentation is still being added on a daily basis to Neoserra, and some features have not yet been documented.

6. What should I know before I log in?
Neoserra is still under development! Most of the WebCATS functionality has been brought over to Neoserra, plus we added a whole lot more:
Consolidated Milestones interface
Professional Development module
View real-time and instant charts based upon activity
Create calendar reminders and integrate with Google Calendar, Apple iCal and Outlook

7. What should I know before I log in?
Plus:
Create messages as counseling sessions
Create messages with attachments
Customize all record types, including counseling sessions
Mass update capability of client fields
Upload images for counselors/centers/login page
Access Neoserra in your own time zone
Access Neoserra in Spanish

8. What should I know before I log in?
Still under development:
Import EDMIS Error Logs (you can already create EDMIS Exports)
Chrisman reporting features
All of these functions can be performed in WebCATS in the interim

9. What should I know before I log in?
The following legacy features will not be included in Neoserra:
Comparative Reports
Impact Grouping Reports
Training Event Summary Surveys
Contact Surveys

10. Terminology Changes
Investments are called: Capital Funding in Neoserra
Conferences are called: Training Events in Neoserra
Conference Sign-ups are called: Training Requests
Client Sign-ups are called: Intake Requests
Subsets are called: Filters in Neoserra
Accessed via “Blue Ribbon”
Counselors are called: whatever you want in Neoserra!

11. New Terminology: Data Stream

12. New Terminology: Right Hand Panels

13. General Navigation Tips and Tricks
Where is the Save button?
Save button is generally found at the bottom of the screen, but you don’t need it! Just press Enter to save you changes on all field types except Notes or drop down.
 Where is the Duplicate check option?
You don’t need it, since Neoserra will auto check for you both on eCenter requests and when adding clients/contacts
Hover-over gives immediate info
Where is the Delete option?
To delete a record look under the More menu
To delete a session you should be in View mode
Where are the field links?
All external Web sites are accessible from Help menu

14. Customizing the Interface Tips and Tricks
Preferences
Time zone selection
Menu selection
Open Client selection
Calendar sharing
Counselors
Different terminology? Admins can change.
Add image to counselor record

15. General Navigation Tips and Tricks
How do I change centers?

16. Creating New Client/Session
All data is entered directly on the client/contact record (no longer necessary to navigate through the client merlin)
Navigate to View/Clients and click New
Duplicates are shown at bottom
Pre-Clients/Contacts can be made into clients under the More menu

17. Demonstration

18. Create Counseling Session from Email
On client record, clicking on link will bypass the Neoserra module; you must select More| to get the functionality
The functionality to add an as a counseling session is automatically provided when sending s from filter or training events

19. Demonstration

20. Creating Milestone
All Milestones are presented on one data entry screen (each milestone, however, is saved as a separate and independent record)
Counseling session can be automatically created as part of milestone entry
Follow-up calendar reminder prompt is offered at the end of the milestone entry screen
FAQ:

21. Demonstration

22. When should I switch to Neoserra?
Whenever you want!
You have all of 2014 to migrate to Neoserra. WebCATS will retire on December 31st, 2014.
All users don’t have to switch over at once, the migration can occur counselor by counselor, center by center
And you always have WebCATS to fall back on!

23. Questions