TMWSUITE - CLASS DESCRIPTIONS

TMWSuite Kick Off
DAY / TIME: Monday – 9:00 a.m.
LEVEL: All
TRACK: Special Interest

This introductory session gives you a chance to meet the TMW staff members who develop and support the TMWSuite family of products. It also gives us a chance to welcome all of you to the conference. Join us to learn about current projects and future plans for the product line.

Who should attend: All TMWSuite Customers.


Microsoft Dynamics GP – Accounts Payable
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Back Office

Having trouble getting those checks out the door? This class will cover Dynamics GP Payables Management™ module, related GP module features, third-party modules, and the TMWSuite interface for carrier and owner operator settlements.

Who should attend: Dynamics GP accounting users and administrators. This class is also offered on Tuesday at 3:45 PM.


Basic Pay Rates
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Basic
TRACK: Back Office

To begin setting up pay rates in TMWSuite, new accounts payable, payroll, and management staff must learn the concepts and terminology. In this class, you will build examples of primary, secondary, and line item pay rates using a variety of real life scenarios including mileage rates, rates based on a percentage of revenue, and fuel surcharge rates.

Who should attend: Payroll staff, accounts payable staff, and managers.


TotalMail – Seeing the Unseen “GeoFencing”
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Basic
TRACK: Operations

Are you tired of your drivers forgetting to send in their arrivals and departures? Would you like to move to the next level with your mobile communications and have this data come into the system automatically with little to no driver intervention? Find the answers to your Geofencing questions. You will explore many concepts and aspects of Geofencing including a detailed look into how vendors use Geofencing. Learn how to configure and fine-tune your Geofences.

Who should attend: System administrators, TotalMail administrators, and operations managers.


Lab – Executive Reports Overview Hands-On
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Reporting

This hands-on lab covers the key elements required to create custom reports by utilizing the Microsoft Excel based Executive Reporting module. Included in this session is an overview of the available canned Executive Reports as well as hands-on experience utilizing the TMW Generic Excel workbook. In this session, you will learn to explore the TMW data model and how to integrate your own SQL queries directly from Excel.

Who should attend: Data analysts, system administrators, and those who will use the SQL data model to create queries and design custom reports. This class is also offered on Tuesday at 1:45 p.m.


Introduction To Management Reports
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Basic
TRACK: Reporting

This class is a hands-on introduction to Management Reports. This session will illustrate best practices for installation and upgrades of Management Reports, setting user access with enhanced security functions, running standard reports, and creating basic reports using the Report Wizard.

Who should attend: System administrators, managers, and anyone charged with creating reports.


Lab – Creating Custom Documents
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Reporting

In this class, you will learn exciting and new ways to create your own custom documents using Microsoft Word and HTA. You will dig into VB, VBA, SQL, and HTML. No previous development experience necessary, but an adventurous spirit is a must. As part of the adventure, be prepared to explore a realm of documents, including PODs, BOLs, driver letters, trip sheets, etc.

Who should attend: Anyone interested in creating custom forms.


EDI Intro – The Basics
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Basic
TRACK: Special Interest

This class will answer basic questions about EDI features available for TMWSuite. Questions include: What is EDI? What is a transaction set? What products are available? How does EDI interface with TMWSuite?

Who should attend: Carriers new to EDI. This class is also offered on Tuesday at 9:00 a.m. 


Raising the Bar – Doing More and Doing It Better, with Less
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Business Improvement

While “more for less” is a theme commonly heard during recessionary times, it is something every operation should strive for in terms of continuous improvement. Recognizing this, the TMW Systems Consulting Services group is offering a broad range of classes that address how to utilize technology, and how to manage that
technology’s use throughout your operation. This kick-off session will provide an overview of TMW Consulting Services and a brief review of all classes within this track.
Who should attend: Management personnel.


TMWSuite New Features Overview
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Basic
TRACK: Special Interest

Want to get the scoop on some exciting new ways to use the system? This class is offered the first day of the conference to review, at a high level, some of the new features that have been added to the system within the last year. We will discuss enhancements that represent a sampling of what you will see in product-based classes and in hands-on labs throughout the conference.

Who should attend: System administrators, trainers, or any user who has a thorough understanding of the base system. This class is also offered on Monday at 1:45 p.m.


TMWSuite – A Beginner’s Overview
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Basic
TRACK: Special Interest

“The Life of an Order, from cradle to grave”: A real HOW TO class, designed for true TMWSuite beginners. From the first notification (e.g., call, fax, or EDI) through dispatching, invoicing, and settlements, you will witness how best practices can make things easier for everyone in the organization. Learn how the “typical” optional modules most clients have (e.g., Mileage Interface, Fuel Card SmartLink, Mobile Comm, etc.) interact on a daily basis. The goal of this session is to build core application understanding and provide an insight for your organization’s future utilization of TMWSuite.

Who should attend: New TMWSuite clients, clients just starting implementation, and users new to trucking or to their organization.

Basic Settlements Processing
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Basic 
TRACK: Back Office

This is an introductory session to Settlements, designed especially for those who are just starting in TMWSuite. The class will cover the following points: setting up settlement schedules, creating settlements for company drivers and owner operators, using TMW Settlements for recurring deductions, and using built-in batch processing to streamline the settlements process.

Who should attend: Users new to TMW Settlements, pay clerks, managers, and users interested in a refresher in Settlements processing.


Lab – Microsoft Dynamics GP – FRx
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Back Office

Take a little time to get familiar with FRx. This class will cover everything in the catalog from rows and columns to reporting trees. We will have hands on exercises to enable you to build you own report by the time you leave the lab.

Who should attend: Dynamics GP accounting users. This class is also offered on Wednesday at 10:45 AM.


File Maintenance
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Basic
TRACK: Operations

File Maintenance is one of the cornerstones of the TMWSuite system. Entering master files in File Maintenance is a critical part of the setup process in TMWSuite. In this class, you will learn how to set up company and resource profiles to ensure optimal
processing in dispatch, invoicing, settlements, and reporting.

Who should attend: System administrators and end-users who are responsible for resource information for their company.


Lab – Intro to Management Reports Follow-Up
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Basic
TRACK: Reporting

Attend this session for an in-depth review of the Management Reporting application. This lab will combine an enhanced  overview of the available canned reports with discussion of the key components utilized by the application. In this lab, learn how to
generate and manage reports with confidence by creating reports hands-on and reviewing all the features that Management Reports can provide for you.

Who should attend: Data analysts, system administrators, and users tasked with creating reports from within TMWSuite.


Load Tender Smartlink 2
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Special Interest

Load Tender Smartlink 2, or LTSL2, is the new TMWSuite integrated solution for accepting EDI load tenders. Using the EDI tab of the Planning Worksheet in Dispatch, users can see new, updated, and cancelled load tenders; accept and decline them; and view the EDI details that generated the orders in TMWSuite. In the class, attendees will learn how to configure LTSL2 for different trading partners, see how the TMW fl at file 204 becomes a TMWSuite order, understand how to use the LTSL2 functionality within Dispatch, and witness demonstrations of LTSL2’s advanced update 204 logic. The conversion process from existing Load Tender Smartlink to LTSL2 will also be discussed.

Who should attend: EDI Load Tender recipients.


SQL Server Administration – A list of “Must Do” Items
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Technical

Your database server is not unlike a vehicle—it requires a certain amount of routine maintenance to continue to run well over time. This course provides a concise list of “Must Do” administrative items that should be taking place on ANY production SQL
Server. Concepts to be explained in detail are: database backups (what, how and when); removal of aged backups and log files; table health (fragmentation, statistics, corruption); detecting unauthorized entry attempts (hackers); observing stalled jobs
(non-failing); monitoring disk % full ratios; getting SQL Server to alert you via email when something is “wrong.”

Who should attend: SQL Server database administrators


Order Life Cycle Review and Heuristics
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Basic
TRACK: Business Improvement

Stop the insanity! Many clients often ask “What is the correct ratio for support personnel to tractor count?” Because of the workflow-specific daily user tasks (e.g., phone calls, driver and client interaction, etc.), no single algorithm can be used for every operation. However, this class quantifies the amount of effort that should be expended for processing an order through its full life cycle in TMW, and reviews
ways and supporting technologies that can minimize the effort needed to process an order.

Who should attend: Management personnel.

TMWSuite Settlements
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Basic
TRACK: Back Office

This lab will cover basic procedures on paying assets in TMWSuite. You will have a hands-on opportunity to become familiar with the basic workflow of preparing pay information in the Trip Settlements Folder and finalizing the settlement in the Final Settlements Folder. Some key points that will be discussed included setting up pay
rates, computing pay automatically, creating pay details manually, and assigning pay to a pay period.

Who should attend: Payroll personnel who are new to the Settlements process, or who would like a refresher.


Microsoft Dynamics GP – Payroll
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Back Offi ce

Payroll is a crucial part of your business. Well, at least your staff and drivers believe it is. This class will cover the integration between TMWSuite Settlements and Microsoft Dynamics - GP US Payroll. You will familiarize yourself with transfer options as well as the proper set up of pay types and GL Accounts. Finally, stay and explore the set up
of US Payroll and advanced features such as Deductions in Arrears and Payroll to Payables Integration.

Who should attend: Dynamics GP clients currently using Great Plains US Payroll.


Basic Dispatch Overview
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Basic
TRACK: Operations

Come to the Basic Dispatch Overview where you will have an excellent opportunity to learn the basic dispatch functions. This session will include assigning resources, starting and completing trips, dealing with deadheads, and understanding how to resolve load requirement and date/time conflicts. Some high-level dispatch topics will also be discussed.

Who should attend: Dispatchers new to the TMW product, as well anyone who wants to enhance their existing knowledge and skills.

This class is also offered on Wednesday at 9:00 a.m.


Brokerage and Logistics with TMWSuite
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Basic
TRACK: Operations

This class is intended as an overview of existing and developing functionality within TMWSuite tailored to the unique needs of brokerage and 3PL environments. The session will focus on new features and functionality that have been added to TMWSuite to run brokerage operations more effectively and efficiently. Attendees will
take away a fundamental understanding of brokerage operations and process flow within TMWSuite, as well as an understanding of how TMWSuite can be configured and optimized to best fit unique brokerage needs.

Who should attend: Clients currently involved in load brokerage or considering TMWSuite for new brokerage operations, and operations personnel. This class is also offered on Tuesday at 9:00 a.m.


Order Entry Basics
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Basic
TRACK: Operations

This class provides an overview of the Order Entry application within TMWSuite. We will focus on capturing the load information provided on a customer’s request. This information will include items such as stop locations, earliest/latest arrival times, commodities, load requirements, and more. You will develop a broad understanding of the order entry process, ensuring effi cient service movement.

Who should attend: This class should be attended by beginners who have little to no prior experience.


Order Import Toolkit
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Operations

Do you receive a large number of orders electronically? If so, then consider using the TMWSuite Order Import Toolkit, featuring Data Exchange, to automate your processes. This scripting utility allows users to import flat files, spreadsheets, tables, and XML
files into TMWSuite to create and update orders. Data Exchange acts like a robot, accurately updating your system behind-thescenes and eliminating unnecessary data entry. In this class, you will learn about the advantages of using Data Exchange
and witness a full demonstration of its abilities. If you receive a large number of orders electronically and create orders by hand, come to this session and witness Data Exchange’s flexibility and advanced features.

Who should attend: System administrators and power users who receive orders electronically.


TotalMail for Administrators
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Operations

This intermediate level class will focus on learning the ins and outs of the TotalMail Configuration Utility. We will also cover a functional overview of the TotalMail Agents.

Who should attend: System administrators and TotalMail administrators.


Lab – Advanced Management Reporting
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Advanced
TRACK: Reporting

Have a TMW reporting specialist help you with your custom reporting, find the data you need, and create the format you want. Bring your reporting requirements to class. During this session, we will cover everything from sorting and subtotals to advanced queries.

Who should attend: System administrators, managers, and anyone who wants to augment their Management Reporting skills. This class is also offered on Tuesday at 10:45 a.m.


Managing via Operational Metrics – KPIs & How to Use Them…
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Business Improvement

Because most operations manage via financial metrics (e.g., operating ratio, revenue per mile, percent loaded, percent empty, and so on), they may unknowingly create an “end justifies the means” environment. With no tools in place to manage the available technology, that technology is more likely to be used inefficiently. This session will identify the TMWSuite tools and reports that enable operations to manage both their financial metrics and system utilization metrics.

Who should attend: Management personnel.


Advanced Billing Features
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Advanced
TRACK: Back Office

This class is designed for anyone who is already familiar with the basic functionality of the Rating and Invoicing applications and wants to understand the more complicated features in the system. In this class you will explore ways to streamline the billing  process and take advantage of exciting new functionality that you may not have used previously.

Who should attend: Anyone who has a strong understanding of terminology associated with the Rate Schedules and Invoicing applications. You should also be familiar with TMWSuite operations and how to use the basic features in these applications.


Billing Rates for Beginners
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Back Office

Need to record multiple rates for one schedule? Do you have rates that vary based on weight, count, mileage, or commodity? For those who are new to TMWSuite or rating, this class is a must! Discover how truly flexible our system is and how its features can
increase the efficiency and accuracy of your billing process. This session will cover billing rate basics such as setting up charge types and how using the rate tables and indexes can account for varying conditions. See how easy it is to automate your billing
process and ensure the correct rates are pulled every time.

Who should attend: Those needing first-time training or refresh training.


Lab – Microsoft Dynamics GP – Smartlist Builder
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Back Offi ce

Want to get information from GP, but can’t seem to find the right Smartlist? This class will allow you to create your own Smartlist view. We will be building our own views to include data from various SQL tables and view them in your customized Smartlist.

Who should attend: Accounting users and GP system administrators looking to maximize their accounting system functionality.


An Introduction to TotalMail Form Design
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Operations

What is a form? How does a form compare with a message? How do I know what my forms are doing? This session will answer these questions by examining the basic features of TotalMail forms. Emphasis will be placed on the form designer, form fields, processing fields, labels, and processing views.

Who should attend: System administrators.


Lab - TMWSuite Operations
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Operations

Whether you deal with customers or drivers, you still need to know how to move freight accurately and efficiently. Come learn how TMWSuite can help make that happen. This hands-on session will follow an order from conception to completion. Learn how the
customer service representative deals with an order and how a dispatcher follows through with the delivery to the customer. The session will show you how to find orders in the system, locate stop locations, and check pickup/delivery dates and times. Also, you will learn how to deal with load requirements, driver qualifications,
and asset expirations.

Who should attend: Customer service representatives, dispatchers, or anyone who wants to learn the flow of orders in TMWSuite.


Exploring TMWSuite’s Data Model with Advanced SQL Queries
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Advanced
TRACK: Reporting

If your company is ready to begin mining the wealth of data contained within your TMWSuite database, or if you are already doing so but want to learn more about how to dig into your data, then this class will be well worth your while. The TMWSuite
database consists of over 400 tables containing about eight thousand columns. Some tables can reach into millions of rows. Structured Query Language, or SQL, is an advanced database tool that you can use to turn that data into gold. All of the
TMWSuite reporting tools, including Management Reports and ResultsNow, are based on SQL. This class will help you reach the next level in data analysis through instruction in both TMWSuite data structures and advanced SQL queries. We will take a brief look at a simplified data diagram, and then we will build a stored procedure that provides data for a lane analysis report.

Who should attend: This class is geared toward anyone with a technical bent, a need for information, and prior background in (at least) the basics of Structured Query Language. This class is not for the faint of heart. Are you ready for some SQL?


European Customer Roundtable
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Special Interest

TMW European committee members and staff will meet to discuss development progress on approved projects. We will also conduct Committee business relating to Charter amendments, membership vacancies, and membership policy.

Who should attend: TMWSuite European customers.


TMWSuite – Make the Most of It
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Special Interest

Come see the power of TMWSuite in action! Find out how configuration settings, time-saving features, and add-ons can optimize your use of the system. As we follow an order through its life cycle, we will visit new and old options that allow you to
achieve maximum efficiency. Learn how to save time by setting up the system to automatically populate data instead of keying it in manually. If you are used to processing one record at a time, see how easy it is to set up the system so that you can process multiple records all at once. Questions are welcome throughout.
We also ask that you share options you might have used that helped your bottom line.

Who should attend: Business leaders, system administrators, and anyone else interested in improving operational efficiency and increasing bottom-line performance.


Change Management
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Business Improvement

“Why do so many projects involving implementation of proven new technologies or processes fail to deliver their projected ROI? Most often it’s because they do not account for Change Management. Every small detail and contingency is planned for to the nth degree up until deployment. Then, little if no time or effort is expended
after the cut over, which is the most critical period for most projects to become successful. This session will review and discuss how to identify and manage this area for any project, be it a new system implementation or simply a change in procedure.

Who should attend: Any person who is planning or went through a major process change. Any person who wants to implement a new process change but isn’t sure how to get the ball rolling. This is a nontechnical class that will provide a template for successfully managing a new process or project from inception through post implementation.


Data Integrity / Validation: The Whys and Hows
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Business Improvement New Class

There is an old saying in the computer industry: “Garbage In, Garbage Out.” There is a not-quite-so-old saying in the transportation industry: “TMI stands for Too Much Information.” Somewhere between GIGO and TMI is a sweet spot that optimizes the integrity and validity of the data that is crucial to leveraging your IT investment for effective and successful decision support. This session explores the whys and hows of data integrity and validity.

Who should attend: Clients seeking a better understanding of managing the collection of data to improve reporting, analysis & decision support.


Microsoft Dynamics GP– Accounts Receivable
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Back Office

This class will review the integration between TMWSuite Invoicing and Microsoft Dynamics - GP Accounts Receivable. Find out about items such as revenue allocation, multi-company capabilities, and posting options. In addition, this session will cover cash receipts, reporting, and maintenance procedures.

Who should attend: Accounting users and accounts receivable personnel. This class is also offered on Wednesday at 9:00 a.m.


Paperless Dispatch – Optimal Dispatch Procedures
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Operations

Traditionally, operations staffs are reliant upon paper support tools such as dispatch sheets, spreadsheets, and manual dispatch boards to assist with the daily tracking and dispatching of their assets. In this class, you will discover new tools to use in your Planning Worksheet. Do away with some of your manual processes by learning customized dispatch view definitions and grid configurations.

Who should attend: Operations managers and dispatchers.


Invoicing
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Basic
TRACK: Back Office

This class is an excellent opportunity for beginning users to familiarize themselves with basic billing operations. You will learn how to successfully invoice, rate, print, and transfer orders both individually and through a batch process. The class will also
illustrate the use of invoice and master bill formats, and how to configure a particular company to use a specific format.

Who should attend: Billing personnel, offi ce managers, and system administrators who are new to billing in TMWSuite or who would like a refresher course. We suggest you also attend the TMWSuite Invoicing lab on Tuesday at 3:45 p.m.


Advanced TotalMail Form Design
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Advanced
TRACK: Operations

Back by popular demand, this session will provide an in-depth look at the advanced features of TotalMail forms. Emphasis will be placed on paging, error handling, updating moves, conditional processing, and triggering additional forms and messages.

Who should attend: System administrators.


Freight Board Interface
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Basic
TRACK: Operations

Imagine: Posting a load without leaving your TMW Dispatch screen. Learn how the TMW Freight Board Interface can make operations easier with the click of a button by simplifying the tedious task of posting loads and equipment onto external third-
party freight boards. We will demonstrate how you can utilize the interface to pull the information from those third-party posting products into TMW. Attendance is highly recommended if you regularly use external third-party freight boards.

Who should attend: Operations, managers, and brokers.


Advanced EDI
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Advanced
TRACK: Special Interest

This class on the TMWSuite EDI interfaces provides information on new setup features and how to troubleshoot EDI fl ow.

Who should attend: EDI administrators.


SQL Server Disaster Recovery & High
Availability Options
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Technical New Class

Clustering, mirroring, log shipping, replication, virtualized standbys, and RAID arrays: Who is to make sense of all these options?! (And these are just the offerings in Microsoft’s SQL Server bag. Third party vendors only muddy the waters.) In this
class we will discuss all of Microsoft’s available options to achieve high availability and to ensure timely disaster recovery for your SQL Server.

Who should attend: IT department heads and staff for TMWSuite implementations.


Advanced System Configuration
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Advanced
TRACK: Special Interest

Are you responsible for database maintenance and installation of new applications? What about the upgrade of existing applications, backups, menu security, or even field level security? Do you want to know how to track changes made to the General Info Table? Do you want to rearrange fields on the screen or hide them? What about changing the tab sequence in different applications? If the answer is yes, then this is a course you should attend. If you are interested in learning how to customize TMWSuite to meet your company’s specific needs, then this is the class for you. Learn about some of the available set up options and restrictions that can be put in place.

Who should attend: System administrators, database managers, and super users.


Advanced Pay Rates
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Advanced
TRACK: Back Office

So, you are familiar with pay types, rate headers, indexes, and tables. Do you want to take your knowledge of rating to the next level? If so, this is the class for you. This session will focus on ways you can use TMWSuite to handle some of your more complex rating scenarios.

Who should attend: Anyone who has experience setting up pay rates in TMWSuite and wants to improve their skills.


Microsoft Dynamics GP – Advanced Topics
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Advanced
TRACK: Back Office

No longer tracking your entries with a #2 pencil? This class will cover modules, features and advanced topics in GP geared at getting the most out of the application. Topics include understanding the table structure for reporting, Integration Manager, Release 10.0 Extensions.

Who should attend: Accounting users and GP system administrators looking to maximize their accounting system functionality.


Fuel Dispatch - Intro to Operations, Order Creation, Managing Inventories
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Basic
TRACK: Operations

This class provides an introduction to the new .Net application designed to aid the daily operational activities of Fuel Haulers. We will examine how the application builds relationships between companies and commodities to increase operational efficiencies. You will also dive into other key features of the application, such as board security, which give fuel haulers a leg up in their day-to-day operational activities. Finally, learn how you can monitor and manage inventory of various company locations and easily identify when deliveries are needed, and create orders for those deliveries.

Who should attend: This class is geared toward operation personnel.

Round Trip Lane Analysis: New Tools & Approaches
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Business Improvement

For many transportation companies the key to understanding the real value of a lane is in the analysis of its round trip performance. This session will explore new reporting tools for identifying and analyzing round trips. In addition to applying traditional metrics like cents per mile and deadhead percent to round trips, the session will also introduce metrics based on the Throughput approach introduced in the session “Costing: The End of Cost Accounting As We Know It”.

Who should attend: Clients seeking new and better ways to perform Lane Analysis.

Project Management, Roadmap for Successful Implementations
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Basic
TRACK: Business Improvement

So what’s in the “secret sauce” for a successful implementation? First off, there isn’t a secret sauce, that’s an important acknowledgement and the ultimate first step to realize in the process. This course will explore a proven approach and some exceptional techniques and tools to help set the foundation for a successful TMW System implementation.

Who should attend: New as well as active customers who have a need.


Lab – TotalMail Form Review Workshop
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Operations

A total of four lab options, including two new advanced offerings, will be available in this year’s workshop. These are; Creating a Forward Form (Basic), Creating a Return Form (Basic), Integrating Error Handling (Advanced), Integrating Conditional Branching (Advanced).

Who should attend: System administrators.


Project Dispatch
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Operations

Project Dispatch is an add-on product designed to meet the needs of aggregate haulers and those with simple repetitive loads. This class will introduce the features that allow you to quickly enter orders for repetitive loads, assign trips, and process trips after delivery.

Who should attend: Operations managers and dispatchers for aggregate haulers.


System Admin
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Special Interest

This class will provide a general introduction to areas that are important to the setup and configuration of TMWSuite. Topics that will be covered include setting up new users and user security, label files (user-defined fields), creating dispatch regions, menu level security, and mileage verification.

Who should attend: TMWSuite system administrators who are typically responsible for the setup, security, and confi guration within TMWSuite.


Advanced Operations
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Advanced
TRACK: Back Office

Do you feel that the operation of a transportation business has become more and more complicated with each passing day? TMW is constantly enhancing the tools available to customer service and dispatch. This session provides an introduction to
those tools, and maybe a few new tricks to keep you on top of your game.

Who should attend: Customer service representatives and dispatchers that are already familiar with how to use the basic TMW features, but want to take it to the next level.


Advanced Settlements
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Advanced
TRACK: Back Office

Are you ready to take your Settlements processing to the next level? This class will cover the more advanced features of Settlements to maximize your overall usage and make your payroll deadlines on time. Among the topics we will discuss are managing deductions, using reports built into Settlements, and the development of troubleshooting skills.

Who should attend: Pay clerks and managers.


Lab – TMWSuite Invoicing
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Basic
TRACK: Back Office

If you are a beginner in the use of the TMW Suite Invoicing application, this lab will provide you with a hands-on experience accompanied by a walk through of the basic billing process. TMW technical support analysts will help answer invoicing questions.

Who should attend: Billing personnel, office managers, and system administrators. This class is a continuation of Invoicing class, offered on Tuesday at 10:45 a.m.


Fuel Dispatch – Planning
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Basic
TRACK: Operations New Class

This class provides an overview of planning resources as well as planning, dispatching, and completing orders within the new Fuel Dispatch application. By attending, you will examine how driver schedules drive resource availability, as well as the ease of planning and managing your dispatch board(s) via the Card Planner.

Who should attend: This class is geared toward operation personnel who work in the fuel industry. We suggest you also attend the Fuel Suppliers Dispatch Module lab on Wednesday at 9:00 a.m.


TotalMail for Dispatchers
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Basic
TRACK: Operations

Are you wasting time on the phone with drivers? Do you want the ability to send your load information with the click of a button? No matter where your TotalMail Viewer knowledge stands, this session is for you. Hang up the phone and come to this class
where you will experience the Viewer from the ground up. Yes, that’s right, so you, the dispatcher, can focus your energy on your customers instead of your drivers!

Who should attend: Anyone who uses TotalMail to communicate with trucks by sending and receiving messages. This class will focus on the TotalMail Viewer only and will be geared toward new users through advanced users.


Audit System
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Reporting

When a TMWSuite user modifies various fields in the TMWSuite applications, the changes are written to the TMWSuite database; detailed records of the changes are then written to a database transaction log. This class will show you how the TMW Audit feature enables tracking and viewing of changes to your database by creating and periodically updating an audit database from a backup of the transaction log.

Who should attend: System Administrators interested in auditing more fi elds than is possible using the basic Auditing functions available in TMWSuite.


Reporting Solutions Round Table
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Basic
TRACK: Reporting

Members of your team spend much of their work time feeding information into the TMW family of products. This session will be a freewheeling, brainstorming event focused on how to do support management analysis and decision making. Join us and explore the various tools available, how they are similar and how they differ, and the new ideas that you bring to the table for what you need and want to see on the reporting front.

Who should attend: Management personnel and system administrators.


TMWSuite Add-Ons: More Than Ever –How We’ve Grown Together!
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Basic
TRACK: Special Interest

This class is designed for users with a basic understanding of TMWSuite functionality. With all of the recent TMW acquisitions, we offer more modules and services than ever to help you meet even the most demanding niche market needs. We will touch on a number of the nearly 125 optional modules currently available, plus we will give you a quick look at TMW Optimization modules. We will discuss how to determine if and when such optional modules are appropriate for your operation.

Who should attend: Management; supervisory staff from Operations, accounting and/or IT, particularly if you serve as our primary support contact.

Detention Tracking
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Operations

Configure the Detention Tracking feature to notify dispatchers and customers automatically whenever a detention situation exists. This feature also allows you to bill automatically for detention time based on global and customer specific settings, and to create reports to track and compare detention. This session will show you how to configure the system to automate alerts in Dispatch and how to create accessorial charges for detention without manual intervention.

Who should attend: Operations managers, billing managers, and anyone who is responsible for system confi guration.


Dispatch Advantage
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Basic
TRACK: Operations

Have you ever wanted a view of your loads, expirations, and resources in one easy to follow application? Dispatch Advantage gives you that “at-a-glance” view. With this application you can plan loads, perform gap-analysis through the calendar based
interface, instantly access trip and resource information, and prevent over-planning with the easy to read Gantt chart. Dispatch Advantage is a great supplement to TMWSuite Dispatch.

Who should attend: Operations and management personnel.


Lab – Fuel Suppliers Dispatch Module
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Basic
TRACK: Operations

This lab allows attendees to get their hands dirty and take the wheel exploring topics covered in the Fuel Dispatch - Intro to Operations, Order Creation, Managing Inventories, and Fuel Dispatch – Planning classes. You will be tasked with exercises to create an order and a multi-job order, create a schedule template, assign a driver schedule, and establish terminal/user relations. If you are up to it, you will also plan and complete orders as well as create orders driven by managed inventories.

Who should attend: This class is geared toward operation personnel who work in the fuel industry. This class is a continuation of the Fuel Dispatch – Intro to Operations, Order Creation, Managing Inventories class offered on Tuesday at 1:45 p.m. and the Fuel Dispatch – Planning class offered on Tuesday at 3:45 p.m.


Lab – Back Office Reporting
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Reporting

This lab will focus on generating reports specific to the back office side of your business. Here you will learn to explore multiple options including revenue-based reports, settlements reports, and profit margin reports from a detailed perspective. This lab will utilize a combination of Management Reporting and the Excel-based Executive Reporting tool.

Who should attend: Data analysts, system administrators, and those who will use the SQL data model to create queries and design custom reports.


Fuel Import/Fuel Export Interfaces
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Basic
TRACK: Special Interest

This class will review the TMWSuite Advances/Fuel Import interface. This interface allows you to import files containing fuel purchases, driver cash advances, and bulk fuel invoices. You will explore the Fuel Tax Export module, which provides a method to
export fuel and trip information from your TMWSuite database to a number of supported fuel tax vendors. In setup, find out where the information is stored and how to fix errors.

Who should attend: System administrators and end users who process fuel data for their company.



Tasking System
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Special Interest

Come to the Tasking System class where you will be provided with information on the different methods of automating tasks. The Task System can be used to assign and track job functions that are routinely performed by the employees of a shipping company, such as checking that a truck has been assigned, checking that the driver is in proper attire, calling the shipper to find out specific information, calling the customer to fill out a customer satisfaction form, and providing instructions to terminals on how
to cross dock shipments. Come check out the new features, such as Auto Approving and Dynamically Assigning users to tasks.

Who should attend: Anyone interested in tracking tasks within TMWSuite.


Lab – Custom Rate Design
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Back Office

Some clients need to calculate a variable billing rate based on multiple criteria. A new feature called User-Defined Billing and Formula Rating allows you to attach a user-defined formula to billing rates. This feature provides you with optimal flexibility when calculating billing charges as it allows you to process invoice details based on literally any data element stored in the TMWSuite database. This lab will provide examples on creating formulas directly within the rates as well as teaching you to integrate SQL stored procedures into the rate computation.

Who should attend: Anyone with the need to create a billing rate based on complicated calculations. Proficiency with Rate Schedule terminology and familiarity with the invoicing application is required. Basic understanding of the TMW database model is also recommended.

DriverZone™ – Visual Driver Planning Tool
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: Basic
TRACK: Operations

Does your role with your company require you to minimize service failures and balance workloads? DriverZone supplies driver managers, planners, and team leaders with up to the minute data on loads and drivers. Managers can add expirations on the fly in DriverZone that are immediately visible in TMWSuite. Long gone are the days of the dispatcher’s notebook; DriverZone allows you to record driver conversations and notes, and provides a handy reporting tool called the Driver Scorecard, which allows you to keep invaluable performance information on all of your drivers.

Who should attend: Team leaders, driver managers, planners, and dispatchers.


Mileage Interfaces Overview
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Operations

Mileage is a critical factor for dispatch, billing, and settlements, but how is it calculated? How are the TMWSuite mileage interfaces set up, configured, and maintained? If you have questions, this session has the answers. You will explore how to use the various interfaces and then configure these interfaces to meet your
business needs.

Who should attend: System administrators, operations managers, and dispatchers.


Safety Module
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: Basic
TRACK: Operations

Clean up on aisle 3! Explore the many user-defined options of the Safety Reports module, which allows you to customize and manage a variety of safety-related information. Other features of the Safety Reports module are the ability to track accident and spill information, and create incident and observation reports for a variety of data types. You will learn about new features, and you will learn how to link module data to resources in TMWSuite, index to images in TMWSuite Imaging, and print reports.

Who should attend: Safety Managers, safety personnel, and system administrators.


Lab – Operations Reporting
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Reporting

This lab will focus on generating reports to help visualize the daily operations of your business. Attend this lab to gain hands- on experience by creating reports and reviewing current custom reports that are business specific to your operations. This lab will utilize a combination of Management Reporting and the Excel- based Executive Reporting tool.

Who should attend: Data analysts, system administrators, and those who will use the SQL data model to create queries and design custom reports.


Interactive Fuel Interfaces
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Special Interest

Four bucks a gallon? Go Interactive! Learn how the TMWSuite Interactive Fuel interfaces provide greater control over cash advances, fuel purchases, and card limits. Through both hardware and connectivity requirements you will learn each vendor’s current capabilities, as well as future enhancements.

Who should attend: Users interested in seeing how going interactive with their fuel can benefit their company.


Optimal Settlement Processing & The Audits Used to Support
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Back Office

In terms of supporting personnel processes, Settlements is one of the most critical, as well as one of the most time-consuming for operations to execute. During this session, best practices will be shared with you for settlement rate setup, initial and
final settlement processing, as well as settlement auditing procedures (e.g., reasonability checking).

Who should attend: Payroll managers, payroll staff, and super users.