Partnership Forum Conference Registration Package

Partnership Forum
Conference Registration
Package
Partnership Forum November 4th - 5th, 2014
Located at the DoubleTree by Hilton Conference Centre
Edmonton, Alberta
knowledge. innovation. reach.
Dear Bellamy Customer,
We are pleased to invite you to the 2014 Bellamy Partnership Forum, scheduled for November 4th and 5that
the newly renovated Hilton Garden Inn in West Edmonton.
There has never been a more important Forum to attend! Why?
The Introduction of Bellamy Version 8.
Innovation. Knowledge. Reach. This has been the cornerstone of our value proposition for a number of
years, but never more so with Bellamy Version 8.
•
Innovation:
o
o
o
•
Knowledge:
o
•
Completely redesigned user interface
New enhanced reporting capabilities
Single vendor enterprise wide solution: Analytics, Operations Budgeting, Salary Planning, Capital
Planning, Assets & PM, Work, Costs, Project Management, Request, Building Permits & Inspections,
Planning, and By-Law & Licensing.
The sharing of our business knowledge as translated through our solutions and customer support,
celebrating 35 years of working with municipalities and education customers
Reach
o
o
Tablet and smart-phone based solutions for inspections, requests, and work orders
Tablet based data analytics and budgeting
You now have a single enterprise solution to help you eliminate significant administrative overhead and for
the first time create an integrated enterprise wide view of financial, engineering, operations, and GIS
information with world class decision support tools.
Bellamy Version 8 is a significant turning point in our collective future. Your executive management team
needs to understand the tremendous value we can deliver to your organization. To help with this, we are
offering each organization a set of free registrations to attend the Version 8 stream on Day 1.
As in past years we will also offer the Early Bird registration incentive. Ensure you have registered by October
the 6th to take advantage of this offer. We look forward to seeing you in November at this historic
Partnership Forum. Please review the attached documents for registration information. If you have any
additional questions, please contact Bellamy at 780- 489-5756 or via email to
[email protected]
Thanks for your business and continued support.
Sincerely,
Derek Lutz
Director of Business Development - Public Sector
Bellamy Software
Registration Package
2014 Bellamy Partnership Forum
Page 2
Session
Descriptions
*Please Note: All sessions are Municipal/General unless indicated by (Education).
General Sessions
The Bellamy Summit
Date: Tuesday November 4th, 2014
Time: 9:30am – 10:00am
In this session Derek Lutz and Len Adams will deliver the opening remarks for the 2014 Forum
and provide an introduction of Bellamy Version 8. Version 8 embodies our theme of
Innovation, Knowledge and Reach. It offers Bellamy customers’ significant advancement in
functionality, ease of use, data analysis, efficiencies and reporting that will truly integrate all
elements of your business. 10 years ago Bellamy accurately anticipated the value of ‘the
Cloud’; today we are ahead of the curve again with Data Analytics. Come and see what the
future holds.
Payroll/HR Sessions
Payroll I (Education): 2014 Highlights - Session 112
Date: Tuesday November 4th, 2014
Time: 10:30am – 12:00pm
In this session we will review the changes to the Payroll and HR systems included in Version
4.07. This will include required changes to the ASEBP health spending file, various updates
to the Sub system, the addition of a new deduction special code, and a program to send an
email message to a group of employees.
Registration Package
2014 Bellamy Partnership Forum
Page 3
Payroll II (Education): Employee Master Maintenance - Session 113
Date: Tuesday November 4th, 2014
Time: 1:00pm – 2:30pm
A comprehensive overview of the Payroll Employee Master will be addressed. We will review
each field in the Master and identify the tables and codes referenced in the Master. Mass and
individual update processes will also be examined. We will investigate the relation between
Payroll fields, Human Resources and the Name & Address systems.
Payroll III (Education):
(Education): The Bellamy Sub System - Session 114
Date: Tuesday November 4th, 2014
Time: 3:00pm – 4:30pm
Learn how to use SMAP (Substitute Management Application Product) to manage sub
teacher booking and teacher absences. We will learn how to log in to the web application as
a supervisor and as an employee, book a sub and manage bookings. We will discuss various
implementation options, including the ability to use the system to book absences for support
staff.
Service Request Module (SRM) - Sessions 142
Date: Tuesday November 4th, 2014
Time: 10:30am – 12:00pm
In this session we will demonstrate one of our most popular modules, the Service Request
Module (SRM). This module simplifies the process of managing requests from citizens,
council, and internal staff from creation to resolution. Attend this session to see how SRM
allows you to quickly enter, view and track all service requests from initiation and assignment
to the final response, monitor results and analyze statistics. See how SRM is used to track,
manage and enhance the performance of the services being provided, the allocation of
resources and the statistical results. SRM can be extended to the call center and be included
as a component of a new or existing community Web portal. Either way, capturing the
location, description, category, and requester information is fast and efficient. SRM directly
integrates with your email system to simplify the flow of information. It utilizes automated
email responses notifying requestors at each stage of the process by automatically capturing
the internal email correspondence and documentation. Requests can also be directly linked
to our Work Order module automating the process of creating work orders. Implementation
of SRM takes only a few days and it delivers immediate value, streamlined workflows, and
the ability to address, qualify and quantify your customer service needs. Let SRM provide the
facts and statistics you can use to demonstrate effective service, quantify results and justify
intelligent resource allocations.
Registration Package
2014 Bellamy Partnership Forum
Page 4
Employee Self Service (Municipal
(Municipal)
Municipal) - Session 143
Date: Tuesday, November 4th, 2014
Time: 1:00 – 2:30 pm
This session will provide you with an overview of the functionality of Employee Self Service.
We will be discussing Daily Time Entry, Time-off request and approvals, and new features of
entering mileage and entering hours for salary employees. We will share how other
municipalities have used the module to streamline their operations and make data entry
easier and more accurate.
Payroll/HR Open Discussion (Municipal)
Municipal) - Session 144
Date: Tuesday, November 4th, 2014
Time: 3:00pm – 4:30pm
Take part in a round table discussion on the Payroll and HR modules that will include:
- What does 2015 have in store for the Payroll and Human Resource applications?
- A general discussion on these applications and which enhancements would be most
beneficial to customers.
- An opportunity for customers to share things like their cheat sheets and guides. If you can
provide them to Bellamy ahead of time, we will pick the best ones and make them available
to the customers attending the session. We will also provide prizes to the customers whose
cheat sheets are selected for distribution.
Payroll I: 2014 Highlights (Municipal)
Municipal) - Session 211
Date: Wednesday, November 5th, 2014
Time: 8:30am – 10:00am
There will be a review of the changes to the Payroll and HR systems included in Version 4.07
This will include the addition of a new deduction special code, and a program to send an
email message to a group of employees.
Payroll II: Employee Master (Municipal)
Municipal) - Session 212
Date: Wednesday, November 5th, 2014
Time: 10:30am – 12:00pm
This session will provide a comprehensive overview of the Payroll Employee Master.
We will review each field in the Master and identify the tables and codes referenced in the
Master. Mass and individual update processes will also be examined. We will investigate the
relation between Payroll fields, Human Resources and the Name & Address systems.
Registration Package
2014 Bellamy Partnership Forum
Page 5
Payroll III (Municipal)
Municipal): Earnings & Deductions Codes - Session 213
Date: Wednesday, November 5th, 2014
Time: 1:00pm – 2:30pm
This session will be a guide to the creation and maintenance of Earning and Deduction codes.
We will learn to create and update codes, globally and individually. Focus will be on the
functions of specific fields within the records and the relation between the codes, employee
masters, and payroll batches.
Payroll IV (Municipal
(M unicipal)
unicipal): Accruals - Session 214
Date: Wednesday, November 5th, 2014
Time: 3:00pm – 4:30pm
In this session we will discuss the use of accruals in Payroll.
We will review the set up and maintenance of Accrual codes, inclusion in Payroll batches, and
printing of Accrual reports. An overview of the use of Employee Self Service, Daily Time and
the Payroll program for Accruals will be presented.
ALTERNATE 2 – School Payroll
Teacher Workforce Information System (TWINS)
TWINS) (Education) – Session 261
Date: Wednesday, November 5th, 2014
Time: 8:30am – 10:00am
This session will discuss the enhancement to the Payroll / HR application to assist with the Teacher
Workforce Information System (TWINS) for Alberta school divisions. We will walk through the step by
step procedures to update the employee information and how to submit the Fall and Spring
submission.
Payroll Discussion for Schools (Education) - Session 262
Date: Wednesday, November 5th, 2014
Time: 10:30am – 12:00pm
The Payroll Open Discussion will include a report on plans for 2015 Payroll and HR modules.
The floor will then be open to questions, observations and suggestions from participants. A
payroll programmer will be in the session for reference regarding existing processes, or those
the group would like to amend or add.
Registration Package
2014 Bellamy Partnership Forum
Page 6
ESS/SMAP for Schools (Education) - Session 263
Date: Wednesday, November 5th, 2014
Time: 1:00pm – 2:30pm
This session will provide you with an overview of the functionality of the Employee Self
Service and SMAP modules. We will be discussing security, employee access and the various
capabilities of these web based products. We will review the recent enhancements to the
SMAP lite, including booking subs for support staff, approvals for time off-requests, entering
hours for salaried employees and mileage thru time entry.
Human Resources for Schools (Education) - Session 264
Date: Wednesday, November 5th, 2014
Time: 3:00pm – 4:30pm
In this session we will review the processing of FTE, location, categories, status and grid and
allowances changes in Human Resources and how Payroll can control how and when these
changes are applied in Payroll. Bellamy will also review the recently enhanced Global
updates for tasks, education and contracts. Bring your ideas and let us know if there are any
other global updates that would make your job easier.
Did you know that there is a status code in Human Resources that is totally independent of
Payroll? We will review how some of our customers are using this code and how it could
benefit your organization.
Finance Sessions
Finance I: 2014 Highlights - Session 122
Date: Tuesday November 4th, 2014
Time: 10:30am – 12:00pm
We will provide an overview of the new enhancements and improvements for V4.07 Bellamy
Software update. This will include such topics as uploading a journal entry batch from a
spreadsheet, changes to contact information in AP, process to move from one banking
institution to another, a new stale-dated cheque report in banking, and more.
Registration Package
2014 Bellamy Partnership Forum
Page 7
Finance II: Account Segments for Financial Reports
Repor ts - Session 123
Date: Tuesday November 4th, 2014
Time: 1:00pm – 2:30pm
In this session users will learn the framework of defining “Elements” and how that will
maximize ReportWeb and Bellamy 8 Analytics. This session will also provide an overview on
generating and creating on the fly reports in ReportWeb, along with utilizing the Bellamy
General Ledger reporting tool kit.
Finance III: General Ledger (JE/Accruals & Prepaids)
Prepaids) - Session 124
Date: Tuesday November 4th, 2014
Time: 3:00pm – 4:30pm
We will provide an overview of some of the tools in the General Ledger module to reduce
keying and make data entry more efficient. This will include functions such as Auto Journals
for Prepaid Expense, Recurring Entries and Uploads from spreadsheets.
Purchase Order: Everything you wanted to know...
know... - Session 221
Date: Wednesday, November 5th, 2014
Time: 8:30am – 10:00am
In this session we will go through everything you wanted to know about Purchase Orders this
year and more.... The session will focus on the benefits of implementing the Purchase Order
system, the workflow, the integration to other systems and the way in which it contributes to
encumbrance accounting/reporting.
Accounts Payable: You Asked Us.... - Session 222
Date: Wednesday, November 5th, 2014
Time: 10:30am – 12:00pm
The main focus of this session will be a complete an overview of this year’s “how to”
questions from you the users along with an open forum. This will include discussions on
Accounts Payable Toolkits, uploads from spreadsheets and implementing direct deposit for
vendors.
(Please forward any A/P questions to:
[email protected] or [email protected])
Registration Package
2014 Bellamy Partnership Forum
Page 8
Finance Open Discussion - Session 223
Date: Wednesday, November 5th, 2014
Time: 1:00pm – 2:30pm
In this round-table formatted session, we will discuss what 2015 has in store for the financial
applications, the status of the financial applications and which enhancements would be
beneficial to customers. We would also like to share any ‘cheat sheets’ you may have created
and are willing to share with your fellow Bellamy user. If you can provide them to Bellamy
ahead of time, we will pick the best ones and make them available to the customers
attending forum. We will also provide prizes to the customers whose cheat sheets are
selected for distribution.
Updating Fixed Asset by using Projects & Work Orders - Session 224
Date: Wednesday, November 5th, 2014
Time: 3:00pm – 4:30pm
This session will discuss how you can use projects and/or work orders to accumulate your
capital cost and then demonstrate how you can transfer these costs to the Fixed Assets
system. This simple connection can save hours of data entry and at the same time
significantly enhance budgeting and reporting on your Fixed Assets.
Revenue
Revenue Sessions
Tax 1: Property Tax App - Session 132
Date: Tuesday November 4th, 2014
Time: 10:30am – 12:00pm
In these sessions, we will review the changes in the Property Tax Application that will be
included in the V4.07.00 release. The highlights include a new Costing Interface, Tax Batch
Auditing and a Local Improvements interface to the Accounts Receivable System.
Tax II:
II: Even More Taxing!
Taxing - Session 133
Date: Tuesday November 4th, 2014
Time: 1:00pm – 2:30pm
Continuation of Tax 1 – even more taxing! We will extend our discussion to review the
V4.07.00 release changes not addressed in the Tax 1 session.
Registration Package
2014 Bellamy Partnership Forum
Page 9
Tax III: Tax Open Discussion - Session 134
Date: Tuesday November 4th, 2014
Time: 3:00pm – 4:30pm
In this round-table formatted session, we will have an open discussion on the tax
modules and discuss issues or suggestions to enhance the product. This discussion will be
lead by the customers so please come prepared with your suggestions and experiences.
Utility 1: B & B’
B’s Excellent UT Troubleshooting Tools (Tips for the Uninformed)
Uninformed) Session 231
Date: Wednesday, November 5th, 2014
Time: 8:30am – 10:00am
Billing should have been out yesterday and now you’re panicking. Why didn’t this work order
come in? Why is this account billing for $1M+? Why is this account computer estimating?
Why aren’t my reports printing? Why..Why… Why????? If you have more why’s than
wherefores, this session is for you! We will be providing you with some great tips on how to
avoid the most troublesome issues and show you some really useful tools for making your
next billing a breeze.
Utility II: UT’s Excellent Prospects - Session 232
Date: Wednesday, November 5th, 2014
Time: 10:30am – 12:00pm
Just when you thought a Utility Billing system couldn’t get any better….An upload for
overrides? A direct connect to your desktop for meter reading
Downloads /uploads? - A purge that really purges fast….Analytics in a Dashboard? What will
they think of next? Come see, come share. We want to know what you think.
Utility III: UT Setup Excellence - Getting the most out of your system - Session 233
Date: Wednesday, November 5th, 2014
Time: 1:00pm – 2:30pm
It has been said ‘that you only get out what you put in’. That statement cannot be truer when
applied to how your Bellamy environment has been set up. Thinking about emailing
invoices? Find out how to set that up. Need to account for O&M fees vs. consumption? Find
out what needs to happen. Need to set up 5 new rates? Get the know-how here. Bring your
challenging questions and we’ll get you the answers.
Registration Package
2014 Bellamy Partnership Forum
Page 10
Utility IV: Excellence in UT Reporting (demystifying big data)
data) - Session 234
Date: Wednesday, November 5th, 2014
Time: 3:00pm – 4:30pm
It’s really not all that big especially when you have great tools like ReportWeb to bring it
down to just your size. We will show you how a little ‘know how’ with Ad Hoc reporting can
go a long way in getting you the information you need. From Billing Stats to Consumption
Analysis, it will be quick and easy. You also get a sneak peek into the future of reporting with
the new dashboard concept.
Alternate
Service Request Module (SRM)
SRM ) – Session 241
Date: Wednesday November 5th, 2014
Time: 8:30am – 10:00am
In this session we will demonstrate one of our most popular modules, the Service Request
Module (SRM). This module simplifies the process of managing requests from citizens,
council, and internal staff from creation to resolution. Attend this session to see how SRM
allows you to quickly enter, view and track all service requests from initiation and assignment
to the final response, monitor results and analyze statistics. See how SRM is used to track,
manage and enhance the performance of the services being provided, the allocation of
resources and the statistical results. SRM can be extended to the call center and be included
as a component of a new or existing community Web portal. Either way, capturing the
location, description, category, and requester information is fast and efficient. SRM directly
integrates with your email system to simplify the flow of information. It utilizes automated
email responses notifying requestors at each stage of the process by automatically capturing
the internal email correspondence and documentation. Requests can also be directly linked
to our Work Order module automating the process of creating work orders. Implementation
of SRM takes only a few days and it delivers immediate value, streamlined workflows, and
the ability to address, qualify and quantify your customer service needs. Let SRM provide the
facts and statistics you can use to demonstrate effective service, quantify results and justify
intelligent resource allocations.
Registration Package
2014 Bellamy Partnership Forum
Page 11
Support Desk - How can you do it? - Session 242
Date: Wednesday, November 5th, 2014
Time: 10:30am – 12:00pm
Join our support team, for a review of all things Support related from inside Bellamy. This
session will focus on all the basic what, where, when, why and how of using and accessing
the Support Centre. We will be provide an overview of the different methods of logging
tickets, using the website customer care areas, and reviewing all the Service Level
Commitments and priority levels needed to effectively communicate with the Bellamy team.
This is a great chance to comment on how our support team is helping you to get the most
out of your Bellamy software!
Alternate 1
Building Permits & Inspections - Session 152
Date: Tuesday November 4th, 2014
Time: 10:30am – 12:00pm
In this session we will review the Building Permits and Inspections component of the Bellamy
Land Management solution.
The Building Permits capabilities of the Land Management solution automates and tracks the
processing of permit applications, supports your approval workflow including orders,
automatically calculates required fees, includes inspections scheduling and tracking, and
regulatory reporting.
The Mobile Inspections Thread supports the inspection process for both building permits and
by-law enforcement in either a connected or disconnect mode on a tablet. All the
information necessary to complete inspections and email the results is supported, including
the ability to create a new inspection in the field and attach it to the relevant property. All
inspections results, included geo-coded date stamped pictures, are uploaded to the Building
Permit eliminating many hours of administrative time each week.
Planning & ByBy-Law Enforcement/Property Standards - Session 153
Date: Tuesday November 4th, 2014
Time: 1:00pm – 2:30pm
In this session we will review the Planning Applications and By-Law/Property Standards
components of the Bellamy Land Management solution.
Registration Package
2014 Bellamy Partnership Forum
Page 12
We will review how our solution helps municipalities manage the application and decision
process for all development related applications such as Official Plan amendment, Zoning
changes, Minor Variances/Consents, Plans of Subdivision/Condominiums, and Municipal
Board appeals. Our solution features a flexible workflow that can configure the steps,
activities, and notifications required to support the individual processes of each application at
the level of detail your municipality desires to track.
The By-Law component is designed to support the enforcement of by-law and property
standards with a fully configurable workflow. Similar to the Planning Thread, all steps
required to track each complaint/violation can be configured. Security supports controlled
access to information as required by municipalities. Business licensing applications are also
supported as part of this thread.
Next Generation Reporting - Session 154 & Session 253
Date: Tuesday November 4th, 2014 / Wednesday November 5th, 2014
Time: 3:00pm – 4:30pm
/ 1:00pm – 2:20pm
This session will provide you with a first look at Bellamy’s next-generation reporting suite.
You will learn about the direction Bellamy is heading in for its reporting, consolidating all
current reporting into a single, seamless, fully-integrated reporting solution. This session will
demonstrate the early work that has been done to revolutionize reporting in the Bellamy ERP
solution.
Animal License - Session 251
Date: Wednesday, November 5th, 2014
Time: 8:30am – 10:00am
In this session, we will review the changes in the Animal License Application that are included
in the V4.07.00 release. The ability to bill monthly based on renewal date, license subledger and animal license reporting using ReportWeb will also be reviewed.
Business License - Session 252
Date: Wednesday, November 5th, 2014
Time: 10:30am – 12:00pm
In this session, we will review the year end process, including the Word merge process to
streamline renewals. Changes in the Business License Application that are included in the
V4.07.00 release will also be reviewed.
Registration Package
2014 Bellamy Partnership Forum
Page 13
Yes! We do that. - Session 254
Date: Wednesday, November 5th, 2014
Time: 3:00pm – 4:30pm
Join Derek for the best 14 elevator speeches you have ever heard! Based on feedback from
our customers we will present a short overview of Bellamy’s most popular and highest
growth products and services. With an emphasis on the big picture benefits and value of
these additional systems and services (with real life examples), come by to hear about and
ask questions on:
· Operations – Assets and PM, Budgeting, Dashboards, Inspections, Service Requests
· Call2Order – meeting management
· Excel Integration for GL – statement preparation
· Web Business Directory – tied to your Business License software
· Employee Self Service – including Daily Time and Time Off Requests
· Citizen Self Service – online services for citizens
· Additional Libraries – for smaller entities
· Toolkits – AP, AR and CR – remove manual keying
· Intelligent Routing – remove postage costs
· Bank Reconciliation – streamline the process
· Systems Review for Legacy Clients – onsite review of use of Bellamy
· Direct Deposit for Vendors – remove postage costs
· Moving to our ASP (Hosted) environment – significant savings in many areas
· Purchase Orders – track commitments and streamline processes
Technical
Printers and Intelligent Routing - Session 162
Date: Tuesday November 4th, 2014
Time: 10:30am – 12:00pm
Printing from the iSeries has become a much more complicated process than simply getting a
report to print off on a direct connected line printer. This is especially true now with the
implementation and use of print to email, print to archive and intelligent routing.
We will be taking a look at the different types of printers, walk through the process of
creating new ones as well as changing existing ones. In particular we will be focus on the
“Intelligent Routing” print writers including IR constants setup, SMTP settings and TCP/IP
settings.
Registration Package
2014 Bellamy Partnership Forum
Page 14
Managing Users - Session 163
Date: Tuesday November 4th, 2014
Time: 1:00pm – 2:30pm
Bellamy has automated the setup of users in their software, but what really happens when a
new user is created through GP00100 (User ID Maintenance)? What happens if some of the
user’s information changes and where do you go to modify it?
We will review setting up a new user and discuss all the things that get created behind the
scenes with the goal of knowing where to go to change individual details if they need to be
changed.
Process Flow and Trouble Shooting - Session 164
Date: Tuesday November 4th, 2014
Time: 3:00pm – 4:30pm
Report won’t print? Batch won’t apply? Backup not working?
This is a general session on job flow from Bellamy on the iSeries and troubleshooting if you
are experiencing problems.
Strategic
V8 Lifting the Hood - Session 172
Date: Tuesday November 4th, 2014
Time: 10:30am – 12:00pm
In this session we will lift the hood on Bellamy’ Version 8.0 and demonstrate the great strides
we have made since the 2013 Forum. In that time we have integrated Bellamy’s existing
applications with the new Bellamy Operation Modules to produce the only single-vendor
solution that truly brings your entire operation together. Budgeting on a daily basis,
rendering meaningful data on tablets, providing data visually for more powerful and
persuasive analysis and so much more. We will dig into the details and discuss practical
examples of how Version 8 is a game changer.
Registration Package
2014 Bellamy Partnership Forum
Page 15
V8 How do we get there? - Session 173
Date: Tuesday November 4th, 2014
Time: 1:00pm – 2:30pm
In this session, Bellamy will lay out the path to follow as we move from to our exciting new
V8 version. We will discuss upgrade options, opportunities and how your organization can be
one of the first to implement these new capabilities. We will discuss a new structure to our
business relationship moving forward, and how Bellamy will commit to an annual review of
your use of our solutions to ensure that each customer is using the solution to the fullest.
Bellamy
Bellamy Customers Speak - Session 174
Date: Tuesday November 4th, 2014
Time: 3:00pm – 4:30pm
Bellamy’s new Operations systems, along with core elements of Version 8, are now being
implemented at Bellamy customer sites. Who better to share with you the process, the
benefits, the challenges and the triumphs than these users themselves? Join representatives
from various Bellamy customer sites for an open discussion on why they chose these new
solutions, what the experience has been, how their businesses have changed and will change
for the better.
Bellamy Operations
Analytics / Dashboard - Session 271
Date: Wednesday November 5th, 2014
Time: 8:30am – 10:00am
Analytics are woven throughout the various software modules including the Dashboard
Module. The Analytics component includes multi-dimensional worksheet technology to
support all cost and funding analysis. This includes detailed budget to actuals, monthly
reporting by business unit and cost centre by activity. Our powerful technology provides
instantaneous response to multi-dimensional analysis of your costs and activities.
The Dashboard Module allows users to design rich interactive decision support panels for all
modules or departments. The module provides the ability to manage a large numbers of
dimensions each with multiple rollups. Each dashboard panel can switch between a grid,
chart, multi-dimensional worksheet or report and provides drill back capability to source
transactions. With virtually instantaneous response to end users, the Dashboard module is
one of the fastest decision support tools available!
Registration Package
2014 Bellamy Partnership Forum
Page 16
Assets & Preventative Maintenance - Session 272
Date: Wednesday November 5th, 2014
Time: 10:30am – 12:00pm
The Asset and Preventive Maintenance Module provides the ability to create, assign, cost,
and then track preventative programs across an entire asset lifecycle. Preventive
Maintenance (PM) will automatically create and schedule work orders based on specific
triggers as determined by your PM strategy. Preventative Maintenance ensures you obtain
full value from all your assets.
Budgeting - Session 273
Date: Wednesday November 5th, 2014
Time: 1:00pm – 2:30pm
The Budget Module significantly reduces the time required to create, consolidate and
manage municipal budgets. Our Budget Module provides world class planning capabilities
such as Activity Based Management, asset replacement strategies, preventive maintenance,
salary administration, funding and project cost management. Data is directly linked to the
source general ledger, work and asset management systems improving accuracy and
allowing you to focus on alternatives versus tedious spreadsheet work.
Work Order & Costs - Session 274
Date: Wednesday November 5th, 2014
Time: 3:00pm – 4:30pm
The Work Module is the key module for tracking, costing, and understanding the levels of
service delivered within your municipality. The Work Module quickly and easily creates,
schedules, tracks and manages work orders. It is integrated with the Asset, and Preventative
Maintenance, Service Request, and Costs Modules to ensure everything is tracked and
accounted for. It tracks all categories of work and work types, and provides the ability to
setup recurring work to support requirements in departments such as Fleet, Water and Parks
departments.
Registration Package
2014 Bellamy Partnership Forum
Page 17
2014 Bellamy Partnership Forum Registration Form
To register for the 2014 Bellamy Partnership Forum please fill out the information below and on the session
registration sheet and send back to [email protected] or [email protected]
or fax 780-789-9539
Contact Information (Please print clearly)
Name
________________________________________ Phone
__ _____________________
Organization ______________________________________ __ Email
_ _______________________
Address
________________________________________ City/PC __ _____________________
Please check all that apply
_____ Tuesday Breakfast
_____ Wednesday Breakfast
_____ Tuesday Lunch
_____ Wednesday Lunch
_____ Tuesday Evening Dinner & Entertainment
Please check all that apply (excludes GST)
_____ $600.00 Two Day Registration (includes: all meals, Tuesday entertainment and forum swag)
Early Bird – Register prior to October 6 th
_____ $700.00 Two Day Registration (includes: all meals, Tuesday entertainment and forum swag)
Register after October 6 th
_____ $250.00 One Day Forum Registraton (includes: breakfast, lunch and forum swag)
Early Bird – Register prior to October 6 th
_____ $350.00 One Day Registration (includes: breakfast, lunch and forum swag)
Register after October 6 th
_____ $90.00 Have a guest for Tuesday Supper and Entertainment
_____ Summit & Strategic Stream ONLY
Please specify any dietary or special needs:__________________________________________________
needs
_____________________________________________________________________________________
Hotel rooms are available at a discounted cost of $169 (king/two double) at the DoubleTree Hilton Hotel.
Call 1-800-960-4913 for reservations.
Please use the link below to access the web to reserve your room. Note: to receive the rate of $169.00 you
must book your room prior to Saturday, October 4 th. Instructions are on the site as how to register. The
Bellamy Software group booking code is "BSF".
http://doubletree.hilton.com/en/dt/groups/personalized/Y/YEGNMDT-BSF-20141103/index.jhtml
Shuttles are available from the Airport to the Hotel and vice versa
The Skyshuttle pick-up point is centrally located on the Arrivals Level (next to door #7). Rate and schedule
information are available on the Skyshuttle website: http://edmontonskyshuttle.com
Registration Cancellation
Cancellation Policy - Registrations cancelled after October 21st, 2014 will incur a 50% charge,
any cancellations after November 1st will incur a 100% charge.
Billing Information - Bellamy Software will invoice your site on November 2, 2014
2014 Bellamy Partnership Forum Session Registration Form
Name: ______________________________________
Date Registering:______________
Tuesday, November 4th
Wednesday, November 5th
9:30 – 10:00
8:30 – 10:00
_____Bellamy Summit (Introduction of V8)
_____ Payroll I: 2014 Highlights (Municipal) S211
_____ P.O.: Everything you wanted to know S221
_____ Utility I: UT Troubleshooting S231
_____ Service Request Module (SRM) S241
_____ Animal License S251
_____ TWINS (Education) S261
_____ Analytics/Dashboards S271
10:30 – 12:00
10:30 – 12:00
_____ 2014 Payroll Highlights (Education) S112
_____ Payroll II: Employee Master (Municipal) S212
_____ Finance1: 2014 Highlights S122
_____ Accounts Payable: You Asked Us S222
_____ Tax 1: Property Tax App S132
_____ Utility II: UT’s Excellent Prospects S232
_____ Service Request Module (SRM) S142
_____ Support Desk –How can you do it! S242
_____ Building Permits S152
_____ Business License S252
_____ Printers & Intelligent Routing S162
_____ Payroll Discussion: Schools (Education) S262
_____V8: Lifting the Hood S172
_____Assets & Preventative Maintenance S272
1:00 – 2:30
1:00 – 2:30
_____ Payroll II: Employee Master (Education) S113
_____ Payroll III: Earnings & Ded. (Municipal) S213
_____ Finance II: Account Segments for Financial Reports S123
_____ Finance Open Discussion S223
_____ Tax II: Continuation of Tax 1 ..Even more taxing! S133
_____ Utility III: Setup Excellence S233
_____ ESS Employee Self Service (Municipal) S143
_____Next Generation Reporting S253
_____ Planning & By-law Enforcement S153
_____ ESS/SMAP (Education) S263
_____ Managing Users S163
_____ Budgeting S273
_____ V8: Lifting the Hood S173
3:00 – 4:30
3:00 – 4:30
_____ Payroll III: Sub System (Education) S114
_____ Payroll IV: Accruals (Municipal) S214
_____ Finance III: G/L Journal Entries S124
_____ Using Work Orders & Projects S224
_____ Tax III: Tax Open Discussion S134
_____ Utility IV: Excellence in UT Reporting S234
_____ Payroll/HR Open Discussion (Municipal) S144
_____ Yes! We do that. S254
_____ Next Generation Reporting S154
_____ HR for Schools (Education) S264
_____ Process Flow & Troubleshooting S164
_____ Work Order & Costs S274
_____ Bellamy Customers Speak S174