| Sunday,
April 21, 2002 |
| Time |
Topic |
Presented by |
Description |
1:00-6:30
Georgian |
Check In |
|
Check in for conference
attendees will be available outside of the Georgian room. |
5:30-7:30
Venetian |
Reception |
|
Hors d'oeuvres
will be provided at a reception hosted by RTI. |
| Monday,
April 22, 2002 |
| Time |
Topic |
Presented by |
Description |
8:00-9:00
Georgian |
Check In |
|
Check in for the
conference will be available outside of the Georgian room for those
attendees that did not check in on Sunday. |
9:00-9:45
Georgian |
Welcome
RTI Today and Tomorrow |
Dr. E. James Emerson,
President,
RTI |
Dr. Emerson will
formally open the conference. He will then provide an overview of
RTI and discuss the company's strategic direction and new development
plans. |
9:45-10:45
Georgian |
Now That The
eBubble's Burst
(Key Note Speaker) |
Richard Currier,
Chairman,
Park City Marketing
|
Well known
high-tech industry marketing guru Richard Currier presents the new
model for success in today's unforgiving economy. Currier also details
the crucial role support plays in leveraging revenue growth in this
new business model. Currier will discuss a recommended approach
for focusing and energizing company staff, management teams and
senior executives for success in the new model. |
| 10:45-11:00 |
Break |
|
|
11:00-6:00
Tudor |
Product Demonstration
Area Open |
|
RTI personnel
will be available to answer questions and provide specific product
demonstrations. During this time you can participate in an activity
to win a PDA at the dinner cruise on Tuesday evening. |
11:00-12:30
Session A
Georgian |
Using Tasks
and Task Templates |
Renee Conrad
Business Consultant
RTI
|
The presenter
will discuss how tasks can be used within your organization to manage
work that is associated with a specific incident or problem. The
new functionality available in Version 4.2 that allows you to define
task templates and automatically create tasks based on specific
criteria will be reviewed. |
11:00-12:30
Session B
Astor |
Managing Your
Sales Cycle with SalesFirst |
Kathy Emerson
VP of Professional Services
RTI
|
The presenter
will discuss how you can effectively manage your sales processes
throughout the sales cycle using SalesFirst. She will review
the key functionality in SalesFirst and highlight the new
features available in Version 4.2. |
12:30-1:30
Venetian |
Lunch |
|
|
1:45-3:15
Session A
Georgian |
Designing Forms
in CustomerFirst & SalesFirst |
Andrea Bovis
Business Consultant
RTI
|
The presenter
will provide an overview of the Forms functionality and review how
to create several different types of forms using each of the key
features. Use of the various formatting options and the one to many
relationship within forms will be discussed. |
1:45-3:15
Session B
Astor |
Managing Temporary
Fixes, Permanent Fixes, and New Releases |
Deborah Beamish
Director of Client Services
RTI
|
The presenter
will discuss how to use CustomerFirst to manage the modifications
made to your products and the new product releases associated with
those modifications. The new functionality available in Version
4.2 that allows you to define the appropriate implementations associated
with a permanent fix, separately assign the fix for a specific version/implementation,
and communicate at a new level with the associated incident owners
will be reviewed. |
| 3:15-3:30 |
Break |
|
|
3:30-4:30
Session A
Georgian |
Escalation
within CustomerFirst & SalesFirst |
Randy Kubacki
Business Consultant
RTI
|
The presenter
will discuss how the escalation facility in CustomerFirst
and SalesFirst can be used to help ensure that you are responsive
to your customers and that you meet your internal objectives. The
new features available in Version 4.1 and Version 4.2 will be reviewed. |
3:30-4:30
Session B
Astor |
Technical Environment
for RTI Products |
Dr. E. James
Emerson
President
RTI
|
This session will
provide information related to the hardware and software requirements
for RTI products, the configuration options, and remote communications. |
| Tuesday,
April 23, 2002 |
| Time |
Topic |
Presented by |
Description |
8:00-5:30
Tudor |
Product Demonstration
Area Open |
|
RTI personnel
will be available to answer questions and provide specific product
demonstrations. During this time you can participate in an activity
to win a PDA at the dinner cruise later this evening. |
8:30-9:45
Session A
Georgian |
Using Pivot
Tables with CustomerFirst |
Renee Conrad
Business Consultant
RTI
|
The presenter
will provide an overview of the Pivot Table reporting feature within
CustomerFirst and the related setup requirements. How to
generate several different types of graphical reports using the
key functionality within this feature will be reviewed. |
8:30-9:45
Session B
Astor |
Using SalesFirst
as a Marketing Tool |
Deborah Beamish
Director of Client Services
RTI
|
The presenter
will discuss how to make SalesFirst an integral part of your
marketing strategy. How to define a specific marketing event, identify
your target market, and track your marketing efforts using the new
marketing campaign functionality available in Version 4.2 will be
reviewed. |
| 9:45- 10:00 |
Break |
|
|
10:00-11:15
Session A
Georgian |
Workflow Options
for Client Services |
Andrea Bovis
Business Consultant
RTI
|
The presenter
will discuss several different workflows that can be implemented
with CustomerFirst for Client Services. Specific workflow
examples will be reviewed and workflow diagrams will be provided. |
10:00-11:15
Session B
Astor |
SalesFirst
Synchronization and Pivot Tables |
Randy Kubacki
Business Consultant
RTI
|
The presenter
will discuss the data synchronization feature within SalesFirst
and review how it is used. An overview of the Pivot Table reporting
feature within SalesFirst and how to generate a graphical
report will also be presented. |
11:15-12:30
Session A
Georgian |
Workflow Options
for Development and QA |
Deborah Beamish
Director of Client Services
RTI
|
The presenter
will discuss several different workflows that can be implemented
with CustomerFirst for the Development and Quality Assurance
areas. Specific workflow examples will be reviewed and workflow
diagrams will be provided.
|
11:15-12:30
Session B
Astor |
Using Contacts
and Groups in Client Services |
Renee Conrad
Business Consultant
RTI
|
New contact
management functionality has been provided in Version 4.2. The presenter
will review these new features and discuss how they can be used
in Client Services for communication purposes and to track relationship
management activities. |
12:30-1:30
Parkside |
Lunch |
|
|
1:30-3:00
Session A
Georgian |
Accessing the
Knowledgebase thru CFS |
Andrea Bovis
Business Consultant
RTI
|
There are a number
of different ways within CustomerFirst to find a possible
resolution or additional information related to a specific issue.
The presenter will review the key elements that are available including
incident characteristics, standard search facilities, and a free
text search option. |
1:30-3:00
Session B
Astor |
CFS/SFS Database
Schema |
Dr. E. James
Emerson
President
RTI
|
The presenter
will discuss in some detail the CustomerFirst database schema.
He will present an overview of the database, review various tables,
and identify how the data is linked between the tables.
|
| 3:00-3:15 |
Break |
|
|
3:15-4:15
Session A
Georgia |
The New WebFirst
|
Randy Kubacki
Business Consultant
RTI
|
The presenter
will discuss the new WebFirst that is available in Version
4.2. The new features, the new technology being used, and the related
setup requirements will be reviewed. |
3:15-4:15
Session B
Astor |
Ask The Expert |
RTI |
RTI personnel
will be available for ten minute intervals to answer your specific
questions. Questions should be provided to RTI prior to the session.
|
| 6:30 |
Dinner Cruise |
|
An Odyssey dinner
cruise will be hosted by RTI on Lake Michigan. Additional information
about the cruise will be provided. The lucky winners of the two
PDAs being given away will be announced during dinner. |
| Wednesday,
April 24, 2002 |
| Time |
Topic |
Presented by |
Description |
8:00-1:00
Tudor |
Product Demonstration
Area Open |
|
RTI personnel
will be available to answer questions and provide specific product
demonstrations. |
8:30-9:30
Session A
Georgian |
Key E-mail
Functionality |
Renee Conrad
Business Consultant
RTI
|
The presenter
will discuss the key e-mail functionality available within CustomerFirst
and SalesFirst. The new features added in Version 4.1 and
Version 4.2 including the new e-mail history feature will be reviewed. |
8:30-9:30
Session B
Astor |
What About
an Interface to Microsoft Project? |
Kathy Emerson
VP of Professional Services
RTI
|
The presenter
will discuss the current plans for an interface between CustomerFirst/SalesFirst
and Microsoft Project. She will then facilitate an open discussion
to gather requirements for this interface. |
9:30-10:45
Georgian |
Reporting with
CFS/SFS Panel Discussion |
TBD |
Customer panel
members will discuss their current reporting requirements and how
they have addressed these requirements. RTI will then facilitate
an open discussion about what types of reporting functionality should
be provided in CustomerFirst and SalesFirst. |
| 10:45-11:00 |
Break |
|
|
11:00-12:00
Session A
Georgian |
Audit Trails
and Archiving |
Andrea Bovis
Business Consultant
RTI
|
The presenter
will review the new audit trail and archiving functionality available
in Version 4.2. Participants will then be provided an opportunity
to further discuss the additional requirements in these areas. |
11:00-12:00
Session B
Astor |
New Customer
and Contact Addresses |
Randy Kubacki
Business Consultant
RTI
|
The presenter
will discuss the new customer and contact address information that
is available in Version 4.2. How the information will be entered
in CFS/SFS, the new tables and fields, data conversion, and the
impact on forms and third party reports will be reviewed. |
12:00-1:00
French |
Lunch |
|
|
1:00-1:30
Georgian |
Interface with
Microsoft Outlook Calendar |
Kathy Emerson
VP of Professional Services
RTI
|
The presenter
will discuss the new interface between CustomerFirst/SalesFirst
and the Microsoft Outlook Calendar. She will review how ticklers
(for sales opportunities), alerts, and tasks can be sent from CustomerFirst/SalesFirst
to Outlook. |
1:30-2:45
Georgian |
Product
Enhancements and Issues |
RTI |
RTI will present
the enhancement survey results for this year and will identify the
enhancements that are currently planned for future releases. Participants
will then be provided an opportunity to discuss specific enhancements
and/or issues, and to provide input related to the prioritization
of product enhancements. |
2:45-3:00
Georgian |
Closing |
Dr. E. James Emerson,
President,
RTI
|
|
