Each Expert session is a small-group interactive workshop, where we’ll look at your processes, best practices, and how to use Expert to achieve your goals in each workflow as efficiently as possible. Bring your questions for our consultants and your peers; we’re all here to learn from one another.
The schedule is subject to change as we finalize speakers and sessions. Please check back for the most up-to-date information.
8:00 am – 10:00 am
Registration & Breakfast
10:00
10:00 AM – 11:30 AM
Welcome to the Expert sessions!
Welcome to Fort Worth! Wayne and the ELT will share what’s new with customer experience, L&D, professional services, and new tools available for Expert users.
Featured Sponsor: Record360
11:30 am – 12:30 pm
Lunch
12:30
Session 1
12:30 pm – 1:20 pm
Configurations & Parameters
Are you set up for success? Most businesses don’t look here after they’re through with implementation. We’ll look at common Expert configurations and parameters and show you how to re-optimize your setup for your unique business needs.
Service & Maintenance
We’ll explore and share best practices for managing service & maintenance processes, depending on your business’s workflows.
1:20 pm – 1:30 pm
Break
1:30
Session 2
1:30 pm – 2:20 pm
Fleet Management
Discover proven strategies for monitoring and optimizing your fleet’s performance. Understand Expert’s tools for asset lifecycle management, so you can reduce downtime and maximize ROI.
Event Contracts, Quote to Cash
One of the biggest challenges in the event industry is getting a customer from quote to payment. Let’s see how we can streamline those processes with Expert workflows.
2:20 pm – 2:30 pm
Break
2:30
Session 3
2:30 pm – 3:20 pm
Subrentals
There are plenty of reasons to subrent! We’ll discuss how to track them, manage them, and use them in a way that controls your costs and ensures profitability.
Security
There are so many ways to ensure your team has access only to the right data at the right time. Let’s look through best practices and talk about who you’re giving access to in each feature.
3:20 pm – 3:30 pm
Break
3:30
Session 4
3:30 pm – 5:00 pm
TBD
Attendees’ Choice! We’ll be polling registrants to see what they’d like to see during this session soon. Register now so you can help make the decision!
5:00 pm – 6:00 pm
Break
6:00
6:00 – 6:30 PM
Account Manager Meet & Greet
6:30
6:30 – 11:00 PM
Night Event
8:00 am – 8:45 am
Breakfast
9:00
9:00 am – 10:00 am
Keynote Speaker: Elliott Vigil
Welcome to Fort Worth! Wayne and the ELT will share what’s new with customer experience, L&D, professional service, and new tools available for Expert users.
Featured Sponsor: Global Payments Inc. (GPI)
10:00 am – 10:10 am
Break
10:10
Session 5
10:10 am – 11:00 am
Dispatch & Logistics
Remote work isn’t just for us software folks! Let’s talk about how we can use Expert’s dispatching tools and Mobile Workforce to get where we’re going, quickly, and with robust documentation.
Sales Tools & Customer Management
Uncover the power of data-driven customer insights through effective reporting and analysis. Learn how to identify trends, enhance revenue streams, and improve sales processes.
1:20 pm – 1:30 pm
Break
11:10
Session 6
11:10 am – 12:00 pm
Event Warehouse Ops
Improve your event readiness with tips and tricks for organizing your warehouse operations. Learn best practices for order preparation, fulfillment, and workflow efficiency.
Accounting
What are the best ways to get the financial information you and your accounting team need? We’ll explore ways you can use general ledger accounts and accounting reports to understand your business better.
12:00 pm – 1:00 pm
Lunch
1:00
Session 7
1:00 pm – 1:50 pm
Consulting Services
Learn how consulting services can help optimize your business operations and technology. Discover tailored strategies to address unique challenges and drive success.
Parts Management
There’s more than one way to manage your parts! We’ll explore best practices for managing your parts inventory and purchasing new stock.
1:50 pm – 2:00 pm
Break
2:00
Session 3
Sponsors
2:00 pm – 2:30 pm
Record360
There are plenty of reasons to subrent! We’ll discuss how to track them, manage them, and use them in a way that controls your costs and ensures profitability.
Global Payments Inc. (GPI)
There are plenty of reasons to subrent! We’ll discuss how to track them, manage them, and use them in a way that controls your costs and ensures profitability.
RepMove
There are so many ways to ensure your team has access only to the right data at the right time. Let’s look through best practices and talk about who you’re giving access to in each feature.
2:30 pm – 2:40 pm
Break
2:50
2:50 pm – 3:30 pm
Migration Panel
Ask our panelists about their experience with moving from Expert to Elite – each of them have gone through the process and can tell you the highs, the lows, what they wish they knew beforehand, and answer your questions.
Featured Sponsor: RepMove
3:30
3:30pm – 4:00pm
Closing Remarks
4:00
4:00pm – 6:00 pm
Happy Hour
