In the final episode before TMA Resources brands under a new name, Ron Moen joins Rob Kaighn to talk about the various workshops offered to customers. The workshops are designed to help clients develop a deeper understanding of the end-to-end solutions available through TMA Resources’ products and services. Topics include: e-business, CRM, mobile, and analytics. Specifically Ron shares takeaways and some challenges with constituent management brought up in the recent CRM workshop. Find out how Ron was able to ‘wow’ the CRM workshop attendees. Also learn about upcoming workshops.
Tammy Linskens is back to show how some community related organizations are using barcode scanners to speed up data entry. Having barcodes on invoices, badges, product lists and ID cards can improve data entry speed and accuracy.
Tammy Linskens joins Rob to talk about some creative ways community related organizations are using the lockbox process in Personify. From importing payments collected remotely to staff member donations, the lockbox process can speed up entry of payments into Personify.
Mike Harvey joins Rob Kaighn to talk about an interactive Webcast on how to create certification programs and transcripts. The Webinar will focus on how to use transcripts to automatically complete requirements, how certifications and transcripts work together, and how to use meetings to generate transcripts. The 90 minute Webcast will take place on July 18th.
To register for the Webcast, click here.
The release of the Personify 7.5.0 documentation features a complete code cleanup, improving general search and navigation capabilities. The documentation helps users find additional resources and connect with other Personify users, such as links to RSS feeds, Twitter, Facebook, as well as direct email links to the documentation team. These changes were implemented to make the navigation more user friendly.
In the weeks before TAUG, at the event, and after, Society of Manufacturing Engineers (SME) staff has specific tasks they perform to make sure the organization gets the most out of the annual users group conference. Pam Styles of SME joins Rob via Skype to discuss the staff attending strategy, including the outcomes achieved by attacking TAUG in this way.