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DAY 3 - JULY 18th - Focus on deposits, banks, expenses, etc. -Started off with a question from online which led us back into flex grid -Back into flex grid... (Transparent & non-transparent flex grid options) -The only caution for flex grid is plan it out so you don't have to re-do all of your work and so that you can have the pieces you need where you want ^I need to learn more about flex grid and elements of time -I love the problem solving aspect of setup and consulting.... understanding their issues, concerns, needs, goals and helping choose the best tools to fit that goal or an acceptable solution for their concerns -It is so neat that the flex grid is its own customizable database on top of the application. -You can even barcode flex grid if you would like - a company uses this because they have different pricing for many of their customers on the same parts *We need testimonials and experiences from customers - people see the value in that, it had been mentioned by multiple class members -Stock units seem really neat - we saw a little bit with a company that had done a lot of internal invoicing with stock units - really amazing how much they tracked everything.... construction management and job costing to the n-th level -Once you have all of this data, you can do SO many things. Plan ahead, know what you need for future projects, have everything tracked to the finest detail... huge potential, everywhere! -Brandon did a little show & tell of how some different company's use adilas - people LOVE this! This seems to give people an understanding to the point where they finally grasp some of the possibilities of adilas. It is interesting to hear their reactions, because we have been working in adilas now for 2 days and they have been really excited but people love seeing how this is really used in business and they start seeing an even bigger picture. A good little wow show, they really capture just how much this tracks and how easy it makes people's lives in business and how great of a business tool adilas is. ....... Now we just need to get some "commercial", "testimonials" from so many of these customers that are using adilas. -Adilas really increased the re-sale value when you have such a detailed customer base and detailed books and you really increase the value by showing what the company is that is being sold. *IDEA: A rep training - which was already mentioned above but what if it was largely rep led and instructed - specifically for reps and how to setup clients, but also all that adilas does -Protection by sharing - and the users and those in the class were expressing their appreciation of that and also feedback on how smart or a good route that is -Security question - password & profile help page. Talking about all the upfront adilas does to keep things safe *Users get super frustrated when they are set up and feel like they have been left alone. If you can make a good setup and initial training, that is critical, but there is a definite need for consultants and training - no question obviously, why we're here again and why adilas university is forth coming. You will definitely have some people that will get in and figure it out and make things work and you definitely have other people who will need more hand holding. Also known - just figuring out how to address that again and help users to be successful! That should be the focus of the rep/consultant - help your users/clients to be successful. -Is accounting even needed if nothing is happening? Great way to ask that - let operations lead. Put the horse before the cart. -Zipper analogy - a great starting point - because merging operations with accounting will change the ways businesses can function and can change the face of what will occur in business accounting and tracking.... Brandon wanted me to record that Joe was talking about this but more of a comment than an idea. Maybe an idea as an approach??? -Reps/consulting/instruction note: we really need to be able to help people understand principles, flow, some basics and where to go for help (help file, tech support, adilas university, etc.) about how adilas functions.... because when people understand flow and more principles, then hopefully they can be more prepared to go in and figure out how to make things work for them. -Interactive map: operations on the bottom and as things flow through the bottom section, then thing begin to rise to the top (a little cream scenario), when you have good operations, things will be cascading to the top - your accounting aspects -I'm really impressed with Brandon's teaching: sometimes it gets really challenging to cover basics, flow, and possibilities when you have such varying levels of users and also users or clients who really want their "problem" questions answered... anyhow, it definitely takes a balance and I am grateful for Brandon's patience and teaching and all such things. -Accounting comes with the natural flow of accounting -It is important to understand that there are many ways around the track. Different ways work for different people, industries and preferences - and help other to work in the way that they need... Roxanne: demoing expense/receipt - Good to remind people when setting up and the interface looks intimidating. That assets are any monies coming in, liabilities are any monies going out. With that PO's are tied to inventory, what you are paying and bringing in for inventory. Expense/receipts are any other money out for whatever....... -She also copies and pastes a lot of her little notes into all the different sections, b/c different ones show up in different reports -P&L - Profit and Loss, I.S. - Income Statement, B.S. - Balance Sheet -Roxanne was saying: Get in there and get working - if you make mistakes, not a problem, it can be cleaned up but be unafraid to get in there and just use it. There are ways to clean up, to move on, just get going and try to do the best we can. -Reimbursements - when creating that expense receipts for a reimbursement, you are putting in what they paid - so "no bank assigned", then when you go to pay him that will essentially create a new expense/receipt to satisfy that one or many if there are many to reimburse *Always work out of your payables, you're always cleaning up your payables. For what you owe, look at your payables, work from there. Look at what to pay from there, and then you have it broken down to your PO's, your REI's, and your Splits. -The "not yet" verified link on PO expenses you are paying on - if you click on that link it will take you right to the verify page and then right back to your payables homepage - instead of going back and doing the process over and over and over, you can do it all there nice and fast. Wahoo! Thanks Roxanne, that was a great demo! Back with Brandon leading - but a lot of group comments and input, wrapping up the training scenarios, etc. -Great comment by Joe as we were talking about future clients - Every situation you walk into you need to assess the client, not only what they need, but what is their interest and desire - are they ready to soak up adilas like a sponge.... or are they no, no we have QuickBooks/PeachTree/whatever... then you just throw them a bone and then another bone, etc., etc. Then Brandon was discussing that you really can walk someone step by step. You can start with some aspect of the application and once they get that then you can introduce another aspect. What do you want??? *The byproducts that adilas creates is worth way more than the monthly payment for the application *People believe in adilas and the way adilas functions. They love how adilas cares about their customers and reps, they appreciate how adilas is not stingy with all of their code or training, they love it for the incredible business tool it is - that it tracks everything and does almost anything they want and that you can tie everything together and tell the whole story, they love that adilas is offering training for free right now, that adilas actually takes their ideas for improvement and incorporates that. Those things make people believe in adilas and people are selling and promoting adilas because they love the product and they believe in adilas' philosophy. -Things are automatically mapping just as you are operating. -"People do things different ways, and so does adilas." -comment from Roxanne as we were discussing how important it is to set people up right from the beginning or in a way that works for them and their preference -Also a note, a consultant was discussing that they doesn't know everything but you don't want a client to know that or feel like you don't know what you're doing. So they focus on another problem or area of training for that time, express that you can focus on the question next time or after getting these things settled, work with something that you know, - then they’ll figure out the answer for the next time. That was their trade style. *But of course another style - which others mentioned, is: I don't know the answer to that question but I know where I can get the answer and I will get it for you. That is how I like to play as well. Be completely up front and honest and transparent but I am willing to work for the answers and get them to you. You can still be confident about the system and your abilities without knowing the answer to everything. Just be up front and professional and get the answers you need or find creative solutions for their problems. The answers are there. -Here is the system, there are some rules involved but you can play like crazy with whatever you want! -History has such great power, records the rest of your story. -Traditional accounting - I need to close up my month, what happened this month. Adilas - what happened today, at any time, and at any time throughout the day. All sorts of data - run all levels over time! -You can use any aspect of adilas.... or all aspects of adilas. What do they want? Or if you hit the brick wall of tradition, offer something they don't have... then they can slowly work into things later if they want, or if not, no problem. You can sell adilas just for their pain! -Because you are not forced to play in one specific way it opens things up exponentially. That is why adilas can service all sorts of clients, industries, etc., etc. -People love that adilas supports the small business owners and truly works to support clients and does not kowtow to huge corporate companies. -And still growing.... :) -A great selling point for customers is also the idea sharing - if a client has a need, adilas often has a tool that can help, and if adilas doesn't have it you can submit your suggestions or they can build you the custom function or maybe there can be a piggyback development -Put notes in everywhere in adilas - use the notes to the max, tell the story Notes for graphic ideas: -Adilas Engine with different bodies/skins - multiple ways to show how customizable, various ways to interface -World building graphics - -Items travelling through the pipes: PO's - transformation - invoice -Steve's symbolism about an ant colony all participating to build adilas |