TRUCKMATE – CLASS DESCRIPTIONS

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

Please join the TruckMate Senior Executive and the rest of the TruckMate user community as we give the latest updates on the TruckMate division and the latest product news. Each department head will give a short presentation updating their activities for the past year.

Who should attend: All TruckMate users.


Disaster Recovery: Are You Ready?
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Technical

In the real world, disasters are a possibility, but losing your data is never an option. This course will offer helpful suggestions and best practices on how to prepare for the worst so that you can keep experiencing the best.

Who should attend: IT personnel and management involved in budgeting or disaster infrastructure planning.


Dispatch Overview
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Basic
TRACK: Operations

This session will cover the purpose and use of the Dispatch module. Covered topics will include the method involved in the movement and tracking of freight, drivers, trucks, trailers and other resources. The importance of filters and some of the right
click options will also be discussed during this session. At the end of the session the attendees will have a good understanding of the dispatch process from beginning to end.

Who should attend: Dispatchers and terminal managers with little or no prior TruckMate experience.


TruckMate Crash Course: Operations
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Basic
TRACK: Operations

This session will provide new TruckMate users with an overview of the operations modules. Understand how orders and other data flow through the system and integrate with different modules to provide valuable operational reporting.

Who should attend: Operations managers and system administrators.


TruckMate SQL I enhancements, and new add-on modules such as the Freight Board
DAY / TIME: Monday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Reporting

SQL, or Structured Query Language, is the tool behind the scenes of every TruckMate application and the key ingredient in any Crystal Report, The DAWG, or KPI. This session will start with an introduction to SQL for complete beginners, and discuss its
powerful uses for fi nding and analyzing information in TruckMate. Users will leave this course able to construct their own basic SQL queries.

Who should attend: Systems administrators, report get more information out of TruckMate. We suggest that you also attend TruckMate SQL II on Monday at 1:45 p.m.


TruckMate Accounting I
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Back Office

SQL, or Structured Query Language, is the tool behind the scenes of every TruckMate application and the key ingredient in any Crystal Report, The DAWG, or KPI. This session will start with an introduction to SQL for complete beginners, and discuss its
powerful uses for finding and analyzing information in TruckMate. Users will leave this course able to construct their own basic SQL queries.

Who should attend: Accounting personnel and management. We suggest that you also attend TruckMate Accounting II on Monday at 3:45 p.m.


TruckMate Crash Course: Accounting
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Basic
TRACK: Back Office

A step-by-step walkthrough of the general flow of a freight bill through TruckMate emphasizing the accounting aspects, from Customer Service to A/R to G/L and including a look at the A/P to checks and bank reconciliation to the GL.

Who should attend: Users who want a better understanding of the Accounting process and where it fits in their workplace or who would like a refresher if they are following common practices.


Effective Training and The Use Case
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Basic
TRACK: Business Improvement

This class will explore the concept of use case scenarios and their valuable role in your overall training plan. Find out how effective use case scenarios are determined and incorporated into training. This class is a must for any organization in the midst of TruckMate deployment, or contemplating the deployment of additional TruckMate modules.

Who should attend: Project managers and IT personnel.


Lab – Basic Dispatching
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Basic
TRACK: Operations

This session will walk you through the creation of dispatch trips, assignment of resources and movement through the system via the status update. Tracking of resources through the processing of the trip will be demonstrated at each status change. At the end of the session you will feel comfortable updating the statuses
of your freight and equipment and identifying the location every step of the way.

Who should attend: Dispatchers and dispatch managers. This class is a continuation of Dispatch Overview, offered on Monday at 10:45 a.m.


LTL Dispatch I
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Operations

In this class, we will walk through an overview of LTL processes in the TruckMate environment. This class will begin with basic setup, including terminals, terminal zones, and status codes, as well as Crossdock Lanes and City Dispatch Routes and their use.

Who should attend: Operations management and personnel. We suggest that you also attend LTL Dispatch II on Monday at 3:45 p.m.


Lab – KPI/Dawg Design
DAY / TIME: Monday – 1:45 p.m.
LEVEL: ALL
TRACK: Reporting New Class

This interactive, strategic planning session will see us, as a team, imagine, design, for the KPIs or for the learning experience! All KPIs built will be distributed to attendees at the conclusion of TransForum.

Who should attend: Management. We suggest that you also attend the Key Performance Indicators Roundtable class on Tuesday at 3:45 p.m.


TruckMate SQL II
DAY / TIME: Monday – 1:45 p.m.
LEVEL: Advanced
TRACK: Reporting

Building on concepts learned in Part I, this class will build your skills and knowledge of the TruckMate data model, with specific application to the building of KPIs, WatchDawgs, and Crystal Reports. We will also touch on the use of SQL to perform general maintenance tasks.

Who should attend: Systems administrators, report like to get more information out of TruckMate. This class is a continuation of TruckMate SQL I, offered on Monday at 10:45.


TruckMate Accounting II
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Advanced
TRACK: Back Office

This session is intended for the Intermediate to Advanced user of the accounting modules of the TruckMate for Windows product. The material presented in this class will be a continuation from the Accounting I session. Topics will include: posting source register to the G/L, recurring journal entries, foreign exchange GL setup,
foreign exchange calculation (daily and month end), balancing of control accounts and financial statement creation.

Who should attend: Accounting managers, controllers and CFO’s. This class is a continuation of TruckMate Accounting I, offered on Monday at 1:45 p.m. We suggest that you also attend the hands-on Accounting Lab on Tuesday at 9:00 a.m.

Exception Monitoring and Reporting Operations
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Operations

This session will focus on the many tools that exist to monitor exceptions within TruckMate, with an emphasis on operations. We will explore how tools such as filtering, grid formatting, Command Center, The DAWG, and Crystal Reports can be used to highlight exceptions. Live presentations showing various scenarios will
be demonstrated.

Who should attend: Dispatch supervisors and terminal managers


LTL Dispatch II
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Advanced
TRACK: Operations

Building on the fundamentals presented in LTL Dispatch I, this class will delve deeper into TruckMate LTL functionality. City Dispatch, Crossdock, and Line-haul dispatch will be presented, along with typical scenarios such as missed pickups, refused  deliveries, missing pickup information, and lane filtering. There will be a demonstration of the Service Level Matrix, mapping features, and a discussion on other LTL technologies such as hand-held dock devices, D2Link mobile communications, and bar-coding. 8.0. In addition, upcoming 8.1 LTL enhancements will be discussed.

Who should attend: Operations management and personnel. This class is a continuation of LTL Dispatch I, offered on Monday at 1:45 PM. We suggest that you also attend the hands-on LTL Dispatching. Lab, offered on Tuesday at 10:45 a.m


TMW OnRoute, D2Link and TruckMate
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Operations

Learn to integrate the power of mobile communications with the ease and convenience of your cell phone! TMW’s OnRoute and D2Link™ are powerful and convenient products that can save time and money, and above all, provides fleet-wide simplicity for drivers when sending macros.

Who should attend: Operational management, driver managers and IT professionals.


CLASS/TITLE: Lab – SQL
DAY / TIME: Monday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Reporting
Be sure you retain your new found SQL knowledge by attending this hands-on follow up to SQL I and SQL II. TruckMate SQL experts will walk through guided exercises in which you will create basic Dawgs, KPIs, and Crystal Reports, and explore the
TruckMate data model in greater detail.

Who should attend: All TruckMate users– from dispatchers to executives– who want a better understanding of how to access the vast amount of information contained in TruckMate. This hands-on class is a continuation of TruckMate SQL II, offered on
Monday at 1:45 p.m.


Back-Office Efficiency Through EDI
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Back Offi ce
Electronic Data Interchange is a powerful and often essential part of your customer relationships. This session will provide an overview of the EDI format and document types used in TruckMate. We will demonstrate how to minimize data entry (204), send paperless invoices (210), and give customers real time status updates (214) in an effort to create back-offi ce effi ciencies. We will also touch on brand new features in TruckMate EDI, including electronic cash receipts (820) and support for Windows Services.

Who should attend: IT professionals and operations managers interested in adopting EDI internally for the first time.


Lab – Accounting
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Back Offi ce

This lab will build on the information learned in Accounting I and II, providing hands-on experience for any of the topics discussed. Come learn how to get more out of TruckMate Accounting and troubleshoot common problems, such as balancing control accounts, matching up your balance sheet and income statement, or dealing with foreign exchange.

Who should attend: Accounting personnel and management. This hands-on class is a continuation of TruckMate Accounting II, offered on Monday at 3:45 p.m.


TruckMate Payroll I
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Back Offi ce

Come learn how to set up and process payroll using TruckMate’s integrated payroll module. We will cover all the basic set up requirements and address both US and Canadian issues.

Who should attend: New payroll users, or payroll users looking for a refresher. We suggest that you also attend TruckMate Payroll II on Tuesday at 10:45 a.m.


Billing and Rating I
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Operations

This session will provide participants with a fundamental understanding of TruckMate’s rating system. You will be introduced to the fundamentals of automatic rating and how it relates to other processes and TruckMate modules. You will gain fi rsthand knowledge of rate sheet creation and their use within the TruckMate environment.

Who should attend: Billing supervisors, rating and billing personnel, and back-office personnel. We suggest that you also attend Billing & Rating II offered on Tuesday at 10:45 a.m.


DB2 System Maintenance I
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Technical

Today’s business environment requires a data server to react immediately to ensure availability, optimal performance and reliability. In this session, you will receive an overview of DB2’s robust abilities, beginning with an introduction to DB2 and the Windows environment, DB2 9 Server Architecture, instances and schemas. You will learn how to analyze database activity through DB2 Control Center, automate your maintenance tasks, perform data backups and recovery, and perform basic troubleshooting.

Who should attend: IT personnel and those with system administration responsibilities. We suggest that you also attend DB2 System Maintenance II on Tuesday at 10:45 a.m.


Dispatch Resource & Trip Planning
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Operations

This session will introduce some of the powerful load and resource planning features available in TruckMate. Tools such as ‘Find Near’, MapView and the Trip Planning form can greatly aid the dispatcher in making sound load/truck matching decisions. In addition, we will examine Load ETA and Driver PTA calculations and their use.

Who should attend: Dispatchers and terminal managers.

Mobile Communications Interfaces
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Operations

Come and see what’s new and what’s next for Mobile Communications and TruckMate! Discover new features that will save you time and money. Learn about what Mobile Communication vendors have done to improve integrations which will help your drivers send in the correct information the first time! This class will have information on vendors such as Qualcomm/Shaw Tracking, PeopleNet, Geologic
and FleetMind as well as an introduction to TMW’s D2Link solution. This class is suitable for all skill levels.

Who should attend: Operations personnel, operations managers and system administrators. We suggest that you also attend Mobile Communications Macro Writing on Tuesday at 3:45 p.m.


Report Writing I (Hands-On)
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Reporting

Learn how to harness the vast information TruckMate maintains regarding your business. In this hands-on session, you will be introduced to the world of TruckMate report writing, learning how to tweak existing reports and create your own simple reports from scratch.

Who should attend: TruckMate users with limited or no previous Crystal Reports experience. We suggest that you also attend Report Writing II, offered on Tuesday at 10:45 a.m.


Steering Committee Directions /Results
DAY / TIME: Tuesday – 9:00 a.m.
LEVEL: Basic
TRACK: Special Interest

The TruckMate Advisory Board has been hard at work reviewing suggestions from their peers in the user community, directing the efforts of the TruckMate development team. Come learn more about the Advisory Board and how they can work for you, and
learn what exciting changes they have made to the product over the last year. We will show demos of new product features added by your request. Attendees will also be given a sneak peak at requests that were approved the Sunday before the conference.

Who should attend: All TruckMate users.


TruckMate Payroll II
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Advanced
TRACK: Back Office

This class will focus on new functionality and usability enhancements in TruckMate Payroll, including the automatic creation of AP Invoices for third-party remittance to various government agencies. If you are looking for new and exciting changes to the Payroll functionality, this is the class for you!

Who should attend: More advanced payroll users. This class is a continuation of TruckMate Payroll I, offered on Tuesday at 9:00 a.m.


Measuring Your Profitability
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Business Improvement

How do you measure the profitability of your company? Certainly financial statements are the most common form, but how do we get these results weekly, daily, or even in real time? This comprehensive session will walk you through the financial statement, showing you how to create advanced financial statements with columns like
revenue/employee, cost/mile, quarterly budgets, variances from last year, etc. We will also work back through weekly reporting, demonstrating KPIs for truck and driver profitability, mileages per week, and others. We will finish with a thorough look beneath the sheets of TruckMate’s sophisticated solution for costing, Reports Pack 3, learning how the numbers are calculated. We will take these profitability metrics and translate them into monthly reporting through the Command Center. Real-time trip
profitability KPIs have finally arrived.

Who should attend: Management.


DB2 System Maintenance II
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Operations

Building on the material learned in DB2 System Maintenance I, you will learn how to optimize your DB2 database to gain even more power from DB2’s real-time and reliable system. We will cover regular maintenance and optimization tasks in detail, including Backups, Frequency Log Files, Forward Recovery Optimization, Optall, Runstats, Rebind, and Self-tuning Memory Management.

Who should attend: IT personnel and those with system administration responsibilities. This class is a continuation of DB2 System Maintenance I, offered on Tuesday at 9:00 a.m. We suggest that you also attend the hands-on DB2 Maintenance Lab on Tuesday at 3:45 p.m.


Billing and Rating II
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Operations

This class is designed for users with an intermediate to advanced understanding of the TruckMate Rating and Billing modules. Attendees will be exposed to several of the advanced features and capabilities of TruckMate Rating. Tariffs, vendor rating, and
sequencing of multiple rate sheets are but a few of the topics to be covered. New billing and rating features in TruckMate 8.1 will also be introduced.

Who should attend: Billing supervisors, rating and tariff personnel. This class is a continuation of Billing & Rating I, offered on Tuesday at 9:00 a.m.


Brokerage Overview 
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Basic
TRACK: Operations

This session will cover the fundamentals of TruckMate for brokerage operations. Carrier set up and confi guration options will be presented, thus allowing brokerage operations to utilize the various tools available to maximize operational effi ciency
managing brokerage activity.

Who should attend: Operations managers, brokerage personnel and carrier settlement personnel.

DB2 System Maintenance II
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Technical

Building on the material learned in DB2 System Maintenance I, you will learn how to optimize your DB2 database to gain even more power from DB2’s real-time and reliable system. We will cover regular maintenance and optimization tasks in detail, including Backups, Frequency Log Files, Forward Recovery Optimization, Optall, Runstats, Rebind, and Self-tuning Memory Management.

Who should attend: IT personnel and those with system administration responsibilities. This class is a continuation of DB2 System Maintenance I, offered on Tuesday at 9:00 a.m. We suggest that you also attend the hands-on DB2 Maintenance Lab on Tuesday at 3:45 p.m.


Lab – LTL Dispatching
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Operations

In this hands-on lab you will explore the LTL dispatching features of TruckMate. Learn the basics of TruckMate’s LTL operational modules and follow a pickup from request through to completion. After completing this lab you will feel comfortable entering
pickups, crossdocking freight and performing deliveries.

Who should attend: Dispatchers and terminal managers. This hands-on class is a continuation of LTL Dispatch II, offered on Monday at 3:45 p.m.

Strategies for Recruiting and Retaining Drivers
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Basic
TRACK: Operations

This class will provide participants with knowledge of how TruckMate manages the process of recruiting potential drivers and strategies on how to retain them from HR Recruiting and Safety and Compliance. Learn how to manage the employment
application process. Attendees will be shown how to use TruckMate to track driver performances and manage awards.

Who should attend: Driver managers, human resources personnel and management.

Report Writing II (Hands-On)
DAY / TIME: Tuesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Reporting

Building on the knowledge acquired in Report Writing I, we will explore advanced formatting, along with sections, grouping, summarization, and sorting. Basic formulas, table linking, and sub-reports will also be discussed. We will also demonstrate how to limit your report results using parameters and selection formulas.

Who should attend: TruckMate users with basic report writing experience. This class is a continuation of Report Writing I, offered on Tuesday at 9:00 a.m. We suggest that you also attend Report Writing III on Tuesday at 1:45 p.m.


Exception Monitoring and Reporting - Accounting
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Back Office

Real-time visibility into the financial aspects of your operation is critical to your profitability. In this course, you will combine the power of integrated accounting software with powerful facilities for exception monitoring. Discover how TruckMate can track and report accounting exceptions– as they occur– through the use of the Command Center, The DAWG, and Crystal Reports. Attendees will receive examples for use with Command Center and The DAWG.

Who should attend: Accounting personnel and management.


Successful Upgrades: TruckMate Best Practices
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Basic
TRACK: Operations

TruckMate’s regular upgrades give access to the latest features and usability enhancements, helping you stay ahead of the curve. Learn how to take advantage of these upgrades smoothly with our revamped upgrade procedures, best practices, and advice. We will discuss custom code, testing strategies, and stakeholder expectations, and review the services TMW can offer to make your upgrades even more successful.

Who should attend: Project managers and IT personnel.


Competitive Advantage Through Safety & Compliance
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Basic
TRACK: Operations

Safety and compliance is an important part of limiting your company’s exposure to risk, but it can also enhance you competitive advantage. This session will look at TruckMate’s features for incident tracking, testing and training tracking, safety award management, and roadside inspections, and how tracking this information can
contribute to your organization’s competitive advantage.

Who should attend: Safety personnel, operations personnel, OSHA compliance personnel, human resources personnel, and recruiting personnel.

Intermodal I
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Operations

Learn to manage your equipment more efficiently. Enhanced Per Diem Management allows for streamlined per diem billing. Integrated functionality allows for seamless data flow throughout our system.

Who should attend: Beginning Intermodal dispatchers or equipment managers. We suggest that you also attend Intermodal II on Tuesday at 3:45 p.m.


Lab – DB2 Maintenance
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Technical

This hands-on session is an opportunity to work through typical DB2 maintenance tasks, including a backup and restore and routine optimization tasks.

Who should attend: IT personnel and those with system administration responsibilities. This class is a continuation of DB2 System Maintenance II, offered on Tuesday at 10:45 a.m.


Mobile Communications Macro Writing
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Operations

Learn how to enhance driver communication and automatically update TruckMate via message forms that display ONLY the information you choose to see! Through forms (macros), you can receive updates from drivers on their location, hours of service,
odometer readings, equipment and much, much more!

Who should attend: Operations personnel, operations managers and system administrators. We suggest that you also attend the hands-on Mobile Communications Macro Design Lab, offered on Wednesday at 10:45 a.m.


The Paperless Office
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Basic
TRACK: Operations

Come see the latest imaging enhancements to TruckMate 8.1, and learn how you can take advantage of “paperless office” technology to reduce filing costs, keep source documents at your fingertips, improve security of your paperwork, improve the accuracy of your paper-based processes, and make audits painless. Alan Slater from Bandstra Transportation will present his case study on the latest developments with TruckMate and Microdea Synergize.

Who should attend: Accounting personnel, management and IT personnel.


Lab – Billing and Rating
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Operations

The TruckMate Billing and Rating lab is designed to allow hands on set up of the rating and billing concepts covered in Billing and Rating I and II. Handouts and real life examples will be discussed and entered.

Who should attend: Billing supervisors, rating and tariff personnel. This hands-on class is a continuation of Billing & Rating II, offered on Tuesday at 10:45 a.m.


Load Boards
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Basic
TRACK: Operations

Freight matching services can help manage through periods of excess business or excess capacity for the busy operation. Learn how TruckMate helps you take advantage of load boards with the TMW Freight Board Interface, saving time and cutting down on duplicate data entry. We will also discuss how you can expand the
visibility of loads and trucks already in TruckMate using a simple right-click from the Trip Tracer, Customer Service and Dispatch programs. Whether you are already posting loads or trucks to load board services, or would like to begin, this session is for you.

Who should attend: Dispatchers and managers.


Successful Upgrades: TruckMate Best Practices
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Basic
TRACK: Technical

TruckMate’s regular upgrades give access to the latest features and usability enhancements, helping you stay ahead of the curve. Learn how to take advantage of these upgrades smoothly with our revamped upgrade procedures, best practices, and advice. We will discuss custom code, testing strategies, and stakeholder expectations, and review the services TMW can offer to make your upgrades even more successful.

Who should attend: Project managers and IT personnel.


TruckMate Repair & Maintenance
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Intermediate
TRACK: Operations

This session will provide you with an introduction to the TruckMate Repair and Maintenance module. You will gain an understanding of how this module can help your company save time and money by tracking inventory, scheduling equipment maintenance and tracking equipment repairs.

Who should attend: Shop personnel, safety personnel, operations managers and system administrators.


Report Writing III (Hands-On)
DAY / TIME: Tuesday – 1:45 p.m.
LEVEL: Advanced
TRACK: Reporting

Leverage your existing Crystal knowledge and delve into more advanced Crystal techniques. Conditional formatting, the Section Expert, and more advanced table linking will be demonstrated. Advanced parameters, formulas, and grouping will be discussed, along with running totals and sub-reports. A demonstration of charts and cross-tabs will also be presented.

Who should attend: TruckMate users. This class is a continuation of Report Writing II, offered on Tuesday at 10:45 a.m.


Lab – 1099s and W2s
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Back Office

Be prepared for year-end! In this guided lab, you will work through the setup and processing of 1099s and W2s for electronic fi ling. You are invited to bring your own scenarios, or work through the provided examples with a TruckMate filing expert. You will also hear what changes we are making to make this task even easier this year.

Who should attend: Payroll and IT personnel. This hands-on class is a continuation of TruckMate Payroll II, offered on Tuesday at 10:45 a.m.


Intermodal II
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Advanced
TRACK: Operations

TruckMate Intermodal is one of TruckMate’s most rapidly evolving modules in recent years. Come see the latest major upgrade to the Intermodal module. This class will give you a detailed overview and demonstration of new features.

Who should attend: TruckMate Intermodal users, or users with an interest in TruckMate Intermodal. This class is a continuation of Intermodal I, offered on Tuesday at 1:45 p.m. We suggest that you also attend the Intermodal Lab on Wednesday at 9:00 a.m.


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

Struggling to put the finishing touches on your own custom report? Not sure where to find the data you’re looking for? This hands-on session will give you an opportunity to ask questions from reporting experts, as well as put into practice the lessons learned
in the Report Writing classes. This hands-on class is a continuation of Report Writing III, offered on Tuesday at 1:45 p.m.

Who should attend: TruckMate users with basic reporting experience or who have attended the Report Writing classes.


Key Performance Indicators Roundtable
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Intermediate
TRACK: Special Interest

This valuable TruckMate session will feature some of our most proficient Command Center users; focusing on how each of them uses Command Center and the The Dawg to run their company. We will have the opportunity to ask questions of this esteemed group about the key numbers they manage, how they rolled out
Command Center to the rest of their company, how they dealt with non-conforming employees, and many other areas of interest. This interactive panel will be hosted by Bob Maddocks.

Who should attend: Management.


TruckMate Interfaces
DAY / TIME: Tuesday – 3:45 p.m.
LEVEL: Basic
TRACK: Special Interest

TruckMate is part of a large and growing ecosystem of service providers that integrate to your advantage. This session will give a basic, high-level review of the third-party interfaces available to you in TruckMate, and their ability to increase your business’ effi ciency and profitability. Integration product areas that will be discussed include mobile communications, imaging, asset management/maintenance, optimization, acounting, rating, fuel cards, mileage, mapping, EDI and more.

Who should attend: IT personnel and management.

TruckMate Consolidated Billing
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Back Office

This session will examine the various options TruckMate provides for billing your customers, and the advantages and disadvantages of each. We will give particular focus to the setup and use of TruckMate’s billing consolidation module: selecting bills for consolidation, how to rate them and how to process a master bill.

Who should attend: Accounting and billing personnel. We suggest that you also attend Billing and Rating I on Tuesday at 9:00 a.m.


DB2 System Performance Monitoring
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Advanced
TRACK: Technical

Performance is a vital key to the success of on-demand applications. To improve database performance, you must first identify where performance is suffering and have some idea what to do to improve it. In this session you will learn how to use the performance monitoring tools in DB2 for Linux, Unix, and Windows to identify and solve potential problem areas before they affect your business.

Who should attend: Advanced session for database/system administrators. We suggest that you also attend DB2 System Maintenance II, offered on Tuesday at 10:45 a.m.


Driver Pay Overview
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Basic
TRACK: Operations

This session will cover the basic setup of TruckMate driver pay. It will explore basic driver pay contracts, driver deductions, different types of contract rules, the review and approval of pay, and statement and check printing.

Who should attend: Driver pay processors, accounting managers, human resources personnel, dispatch personnel.


Effective Carrier Management
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Operations

What is your liability for outsourced loads? What constitutes “due diligence” in the selection of a carrier? This class will examine many of the liability issues associated with outsourced freight and present some tools to help monitor carrier safety ratings, operating authority and insurance compliance. We will also demonstrate the system
tools used to help facilitate carrier monitoring and communication in TruckMate.

Who should attend: Operations personnel.


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

This session will examine the various options TruckMate provides for billing your customers, and the advantages and disadvantages of each. We will give particular focus to the setup and use of TruckMate’s billing consolidation module: selecting bills for consolidation, how to rate them and how to process a master bill.

Who should attend: Accounting and billing personnel. We suggest that you also attend Billing and Rating I on Tuesday at 9:00 a.m.


Lab – Intermodal
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Operations

Come walk through the basics of TruckMate Intermodal in this hands-on TruckMate lab. You will set up TruckMate for Intermodal shipping, enter a freight bill, and then dispatch it through to completion. You will also set up automatic rating and driver pay
with a focus on the options tailored to Intermodal operations.

Who should attend: Beginning Intermodal dispatchers, billers or back office staff. This hands-on class is a continuation of Intermodal II, offered on Tuesday at 3:45 p.m.


TM4Web Overview
DAY / TIME: Wednesday – 9:00 a.m.
LEVEL: Intermediate
TRACK: Operations

TM4Web is a powerful tool for enhancing your customer service offerings and alleviating the workload of your customer service staff. Empower your users to submit their own pickup requests and track their shipments without your intervention. This session will give the user and system administrator a comprehensive overview of the
TM4Web module, including basic installation and setup, along with tips and traps. We will also briefly touch on carrier management tools, and new enhancements to TM4Web. A functional overview of a working system will be provided.

Who should attend: Operations management and IT personnel.


Lab - Mobile Communications Macro Design
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: Intermediate
TRACK: Operations

Practice the techniques you learned in the Macro Writing class with the aid of a mobile communications expert in this interactive, hands-on session. Walkthrough exercises will be provided, but your own communication scenarios are welcomed, too.

Who should attend: Operations personnel, operations managers and system administrators. This class is a continuation of Mobile Communications Macro Writing, offered on Tuesday at 3:45 p.m.


Ask The Experts
DAY / TIME: Wednesday – 10:45 a.m.
LEVEL: ALL
TRACK: Special Interest

Have a burning question about your TruckMate product? Curious about something you heard at TransForum? Ask the Experts is a moderated panel discussion where you will have the opportunity to ask questions of our most senior TruckMate experts: Lee Hamilton, TruckMate Architect; Mike Petkau, Director of Development; Bob Maddocks, Director of Professional Services; and Janice O’Malley, Support Manager. Technical and business questions are all welcome. Please submit your questions to the TruckMate booth in the exhibit hall prior to the session.

Who should attend: All TruckMate users.