Washington Enterprise ERP User Group Meeting

Please join us for an informative Enterprise ERP User Group Meeting! Here are some FAQs to review before you attend!

  • There is no cost to attend.
  • In the event of a canceled on-site meeting, a virtual one on the same day will be offered in its place.
  • Complimentary breakfast and lunch items will be available. Please let us know ahead of time if you have any food allergies for which we must accommodate.
  • This live event will not be recorded or be available for virtual attendance.
  • Please send any additional questions to EERPStateUserGroup@tylertech.com
  • Attendance is limited, please let us know if you are unable to attend and we will cancel your registration or use the cancelation link below.
  • Need to cancel? Click here!

Agenda

8:30 - 9:00 AM: Check-in, Coffee, & Networking

9:00-9:50 AM: Morning General Session (CPE)  

  • Moving Forward with Enterprise ERP

10:00-10:50 AM: Breakout 1 Sessions 

  • Breakout 1A: Enterprise ERP Contract Management Overview (CPE)
  • Breakout 1B: Let’s Explore Electronic Employee Onboarding via Content Manager (CPE)
  • Breakout 1C: System Administration Tips and Tricks (CPE)

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: Time and Attendance Mobile App (CPE) 
  • Breakout 2B: Getting Started with Project Ledger (CPE)
  • Breakout 2C: Upgrading Enterprise ERP with Tyler Deploy (CPE)

12:00-1:00 PM: Lunch and Networking

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Time and Attendance/Human Resources Roundtable
  • Breakout 3B: Financials Roundtable
  • Breakout 3C: System Administration Roundtable 

2:00-3:00 PM: Breakout 4 Sessions

  • Breakout 4A: How to Self-Serve with Customer Tools and Enterprise ERP (CPE)
  • Breakout 4B: Hub – An Organizational Tool for your Enterprise ERP Users (CPE)
  • Breakout 4C: Overview of the SaaS Migration Process (CPE)

CPE Credit Information

Morning General Session

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Enterprise ERP Contract Management Overview

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Let’s Explore Electronic Employee Onboarding via Content Manager

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

System Administration Tips and Tricks

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Time and Attendance Mobile App

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Getting Started with Project Ledger

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Upgrading Enterprise ERP with Tyler Deploy

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

How to Self-Serve with Customer Tools and Enterprise ERP

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Hub – An Organizational Tool for your Enterprise ERP Users

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Overview of the SaaS Migration Process

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

NASBA CPE Disclaimer

Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 possible CPE credits for the entire User Group Meeting. Please note attendance will be verified for CPE credit. Live attendance for at least 50 minutes per CPE-eligible session is required.

Tyler Technologies, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. One CPE = 50 minutes of instruction

Complaint Resolution Policy

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP State User Group Information EERPStateUserGroup@tylertech.com

Session Descriptions:

Moving Forward with Enterprise ERP: Join us in our opening session for important updates regarding the future of Enterprise ERP and Tyler Technologies, as well as a review of various Enterprise ERP functions reflecting the modules represented in today’s breakout sessions.

Enterprise ERP Contract Management Overview: Contracts offer a more robust array of options for managing ongoing purchase agreements with vendors in comparison to standard Purchase Orders. While not a replacement to the processing handled by Purchase Orders, Contracts are a better option for organizations to use for a variety of scenarios. In this session we will explore the basic Enforcement Methods which distinguish the Contract Management module from POs and how to attend to basic maintenance and processing for Contracts.

Let’s Explore Electronic Employee Onboarding via Content Manager: This session will focus on the Content Manager (CM)-Enterprise edition which offers an ERP-integrated onboarding workflow solution that allows you to digitally create and send packets of onboarding forms to new hires as part of an Enterprise ERP personnel action entry.

System Administration Tips and Tricks:This session will demonstrate Enterprise ERP System Architecture, Logging, Tools, Tyler HUB, and a Tyler Identity overview.

Time and Attendance Mobile App:See the new Time & Attendance app within Workforce Mobile. We'll demonstrate employee actions such as clocking, editing, adding and approving time, requesting time off, geofencing capabilities, Supervisor Actions and more.

Getting Started with Project Ledger: Project Ledger is an ideal solution for clients looking to track revenue and expenses tied to certain activities without adding additional accounts to the General Ledger. This session will cover the basics of Project Ledger, including a clear definition of what it is and how it is intended to be implemented, along with an overview of configuring the necessary components for its operation.

Upgrading Enterprise ERP with Tyler Deploy: Join this session to learn more about the retro payroll processing functionality in Enterprise ERP. We will discuss the setup process, processing retroactive payroll records, and best practices.

Time and Attendance/Human Resources Roundtables:This session will demonstrate the upgrade process for Enterprise ERP using Tyler Deploy and will identify additional resources that are available to assist clients with the process.

Financials Roundtable:This session is devoted to open discussion amongst attendees regarding Financials topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

System Administration Roundtable:This session is devoted to open discussion amongst attendees regarding Accounts Receivable topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

How to Self-Serve with Customer Tools and Enterprise ERP:Are you a regular on Tyler Community? Is Tyler Search in your bookmarks? Did you know our team conducts and records free-to-attend Enterprise ERP 101 webinars? Our focus in this session is to ensure you are up to date on all the latest resources available to assist you as a user of Enterprise ERP. Resources are constantly being updated and improved, so while you may be familiar with many, there may be some you do not know about!

Hub – An Organizational Tool for your Enterprise ERP Users:This session will demonstrate the upgrade process for Enterprise ERP using Tyler Deploy, and will identify additional resources that are available to assist clients with the process.

Overview of the SaaS Migration Process:A member of the EERP SaaS Migrations team will be guest speaking to the importance and key factors of moving to a SaaS hosted environment.