California 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)  

  • Key Enterprise ERP Updates for your Organization

10:00-10:50 AM: Breakout 1 Sessions 

  • Breakout 1A: What’s New in Time and Attendance & Mobile App (CPE)
  • Breakout 1B: Content Manager - More than a Viewer
  • Breakout 1C: Update on Enterprise Asset Management & Mobile Field Execution (CPE)

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: Bank Reconciliation Manager and AP Payment Manager Overview (CPE)
  • Breakout 2B: Getting the most out of Personnel Actions (CPE)
  • Breakout 2C: Rethinking Budgeting using Priority Based Budgeting

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

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Vendor Access Overview/FIN Roundtable
  • Breakout 3B: Employee Access Overview/HCM Roundtable
  • Breakout 3C: Non-EERP Products Roundtable

2:00-3:00 PM: Afternoon General Session (CPE)

  • How to Self-Serve with Customer Tools and Enterprise ERP

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

What’s New in 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

Update on Enterprise Asset Management & Mobile Field Execution

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

Bank Reconciliation Manager and AP Payment Manager Overview

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

Getting the most out of Personnel Actions

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

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

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

Additional Information

Session Descriptions:

Key Enterprise ERP Updates for your Organization: This opening session is designed to keep you up to date on the future of Enterprise ERP regarding versioning and technological changes. Following these updates, we will review exciting functionality in Financials, Payroll and Accounts Receivable to segue into the initial breakout sessions.

What’s New in Time and Attendance & Mobile App: Join our Time and Attendance expert in this session to learn about functionality added in new versions. This session will also touch on the Mobile App and geofencing functionality.

Content Manager - More than a Viewer: Content Manager is mostly known for the viewer that is launched from EERP. We want you to learn about all the additional functionality that is also included in your current Content Manager license! We will briefly review scenarios that you may have within your organization and how functionality within Content Manager can help you work through them.

Update on Enterprise Asset Management & Mobile Field Execution: Our EAM expert will be leading this session to educate attendees about the EAM product and its available functionality and integrations, as well as features added in new versions. The session will also cover the Workforce Mobile app and what it offers.

Bank Reconciliation Manager and AP Payment Manager Overview: Our focus in this session will be two programs available in Cash Management – Bank Reconciliation Manager and AP Payment Manager. Each are optional alternatives to existing programs and provide unique benefits in comparison.

Getting the most out of Personnel Actions: Personnel Actions are the recommended approach to processing employee changes, as they allow pending changes to be stored until they are ready to be enacted as well as leveraging workflow for proper approval of said changes. This session will highlight some efficiency tools within Personnel Actions that can further heighten the value they provide.

Rethinking Budgeting using Priority Based Budgeting: Those who work with Budgeting will want to join this session to learn about the Priority Based Budgeting software in Tyler’s portfolio, which provides new functionality for entering and reporting on budget information for organizations. This session will be introductory so attendees can receive an overview of what Priority Based Budgeting looks like and offers for functionality as well as some of the basic setup and processing.

Vendor Access Overview/FIN Roundtable: Following a brief overview of Vendor Access, this session is devoted to open discussion amongst attendees regarding Financial 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!

Employee Access Overview/HCM Roundtable: Following a brief overview of Employee Access, this session is devoted to open discussion amongst attendees regarding Payroll or Human Resources 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!

Non-EERP Products Roundtable: This roundtable will provide an opportunity for attendees to ask Tyler experts about System Administration topics or any lingering questions that may have emerged during the morning sessions on Time and Attendance, Tyler Content Manager, or Enterprise Asset Management. Conversation between attendees is also encouraged to spread knowledge. 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 offers free Enterprise ERP 101 webinars on a regular basis? Our focus in this session is ensuring 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!