2013 VMS Users’ Conference

2013 VMS Users’ ConferenceThe Future of Ventus

Dan BishopCasey Patterson

Enhancements in 2013

• Tablets / Mobile Data• Batch processing– AR,AP,GL,PO

• Performance• eMapping• eService• Barcoding

Stabilize Ventus

• Last year’s priority• Still the priority this year• 80% of Development Time

Goals• Fix Existing Issues• Improve Testing• Respond to Issues Faster

Conversions

• Streamlining Process• Enhancements to Ventus – Batch Processing– Date Entry & Hotkeys– Performance

Roadmap

2014• eService Phase 2• Automatic Updater• Document Management• Project Management

eService Enhancements

• Create New Service Tickets• Company & Customer Branding• Ticket Details (only the billable items)• Limit sites viewable by each login• Site Details• Account Balance - Payment History & Aging

30-60-90

Document Management

• Document Management will allow you to electronically capture, file, organize, retrieve, share, manage and generally control all documents generated from your Ventus software system and third party applications, such as Microsoft Office (Word, Excel and Outlook) and Adobe Acrobat (PDF files).

• The Document Management system streamlines day-to-day operations and lowers administrative costs by eliminating the time spent on manually copying, routing, filing and searching for paper documents.

• Mitigates the risk associated with not finding the critical documents you need to support issues like change orders, work site delays and supplier disputes.

Document Management

• Automatic filing of Ventus forms (invoices, purchase orders, checks) and optional filing of reports

• Automated approval process• Sophisticated search tools sorted by pre-defined categories,

types and attributes• Integration with Outlook, Word and Excel and Windows

Explorer• Group and User level security to specify what each person can

view, add or delete

Project Management

• Makes it easy to create and track all of the documents related to each job.

• Project Control screen allows Project Managers to manage every aspect of their jobs.

• Documents created in Project Management:– Request for Information– Submittals– Transmittals– Proposed Change Orders– Customer Change Orders

Project Management

• Project Managers can access all information related to a job from one screen.

• All documents created in Project Management are automatically stored in Document Management.

• Documents can be e-mailed directly from the system.• RFI’s can be linked to Proposed Change Orders

and/or Customer Change Orders.• Dates related to each RFI, Submittal, Transmittal and

Proposed Change can be managed.

Project Management

Project Management – RFI Tracking

Project Management – RFI Contacts

Project Management – RFI Questions

Updater

Upgrade Process1. Update is downloaded to Ventus Server2. Administrator is notified that update is ready to install3. Administrator accepts update4. Update is installed on the server and applied to

Companies/Databases5. Update is made available to Workstations6. Workstations are prompted that they must update7. User accepts update on Workstation

Updater - Configuration

Updater - Databases

Updater – Upgrade Prompt

Enhancements

• Check Reconciliation– Save & Continue Later

• AR Late Letters• Dispatch Board– User Friendly