Classroom Training |
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Level 1
Your initial management software purchase will usually include San Diego classroom education for your implementation leaders. Classroom education removes you from everyday distractions and frees your mind to focus on (1) how the software can work and (2) how it should be used in your business.
Choosing the right attendees is critical to a successful implementation. Management software implementation is usually categorized into three departments:
Sales Staff: Bids, Sales, Sample Check Outs, Measure Requests, Sales Reports.
Operations Staff: Warehouse, Scheduling, and Installation Management.
Accounting; Business Office and Admin: AR, AP, Purchasing, Work Orders, Commissions, Sales Tax, General Ledger, Reports, Database Management (Product and Labor Catalog), B2B, Passwords (Security), Customer Pricing, System Administrator.
Depending on your company size, this could be 4 to 5 people or more, or maybe all these positions are you. So whether you have staff wearing multiple hats, or are more departmentalized, you want to send your Sales Manager, Operations Manager, Controller or Bookkeeper, and the Owner (to make Work Flow and Password decisions).
Please remember that classroom attendees have the added responsibility of using our training videos and their own training, to educate other members of your staff, so be certain all attendees are positively committed to the software decision and implementation project. They should be able to retain and relay their knowledge, and oversee internal education.
Choosing the right attendees is critical to a successful implementation. Management software implementation is usually categorized into three departments:
Sales Staff: Bids, Sales, Sample Check Outs, Measure Requests, Sales Reports.
Operations Staff: Warehouse, Scheduling, and Installation Management.
Accounting; Business Office and Admin: AR, AP, Purchasing, Work Orders, Commissions, Sales Tax, General Ledger, Reports, Database Management (Product and Labor Catalog), B2B, Passwords (Security), Customer Pricing, System Administrator.
Depending on your company size, this could be 4 to 5 people or more, or maybe all these positions are you. So whether you have staff wearing multiple hats, or are more departmentalized, you want to send your Sales Manager, Operations Manager, Controller or Bookkeeper, and the Owner (to make Work Flow and Password decisions).
Please remember that classroom attendees have the added responsibility of using our training videos and their own training, to educate other members of your staff, so be certain all attendees are positively committed to the software decision and implementation project. They should be able to retain and relay their knowledge, and oversee internal education.
Level 2
Plan on Spending an Extra day or two!
San Diego is a dynamic and interesting city. Discovered in 1542 by Juan Rodriguez Cabrillo, it's a city rich in Spanish, Mexican and American history. From historic Old Town to modern day attractions like the Reuben H. Fleet Space Theater and the Science Center, San Diego offers something for every-one.
You are just a short drive from both Sea World and the San Diego Zoo, as well as Cabrillo National Monument and the Wild Animal Park.
San Diego is a great place to indulge your palette. For an experience to remember, visit the Gaslamp Quarter with over eighty restaurants or possibly try some authentic Mexican food in Old Town.
Just thirty minutes away you can spend the day exploring the quaint and enchanting village of La Jolla, with its many upscale shops and breathtaking coastline, or head to Coronado Island to visit the Hotel Del Coronado, full of celebrity history and a marvel in 19th century craftsmanship. The beautiful adjoining beach is a great place to put your feet in the sand as you enjoy the view. Be sure to bring your camera and lots of film.
If it’s golfing you like, San Diego is arguably one of the world’s greatest golf destinations. More than 65 courses are available in the surrounding area. With an average winter temperature of 65 degrees and a mild, dry summer, the weather is generally agreeable for a great round of golf. Since San Diego is a desert climate, we recommend a jacket for cool evenings.
See the links below for our preferred selection of hotels, all in close proximity with our office.
San Diego is a dynamic and interesting city. Discovered in 1542 by Juan Rodriguez Cabrillo, it's a city rich in Spanish, Mexican and American history. From historic Old Town to modern day attractions like the Reuben H. Fleet Space Theater and the Science Center, San Diego offers something for every-one.
You are just a short drive from both Sea World and the San Diego Zoo, as well as Cabrillo National Monument and the Wild Animal Park.
San Diego is a great place to indulge your palette. For an experience to remember, visit the Gaslamp Quarter with over eighty restaurants or possibly try some authentic Mexican food in Old Town.
Just thirty minutes away you can spend the day exploring the quaint and enchanting village of La Jolla, with its many upscale shops and breathtaking coastline, or head to Coronado Island to visit the Hotel Del Coronado, full of celebrity history and a marvel in 19th century craftsmanship. The beautiful adjoining beach is a great place to put your feet in the sand as you enjoy the view. Be sure to bring your camera and lots of film.
If it’s golfing you like, San Diego is arguably one of the world’s greatest golf destinations. More than 65 courses are available in the surrounding area. With an average winter temperature of 65 degrees and a mild, dry summer, the weather is generally agreeable for a great round of golf. Since San Diego is a desert climate, we recommend a jacket for cool evenings.
See the links below for our preferred selection of hotels, all in close proximity with our office.
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