2019 Project Management Users Group Planning Survey

2019 Project Mgmt Users Group Survey

Company Name*
First Name*
Last Name*
Email*
Estimated number of attendees likely to attend the MAIN portion of the meeting from your company:*
Estimated number of attendees likely to attend the SALES portion of the meeting from your company:*
Note: Anyone attending BOTH Main and Sales should be counted in BOTH answers above.
Q1: From the following list of possible agenda topics for the MAIN meeting, please rank them in order of interest (with the top being the topic you're most interested in). You'll have an opportunity to write in suggested topics in a subsequent portion of the survey:
- "Hands-on" demo of Pro Warehouse in the FH Warehouse
- "Hands-on" look at Warehouse Processes in the FH Warehouse
- CenPOS (credit card) integration with FACTS
- FACTS Roadmap (with Infor)
- Project Mgmt Roadmap (with DPI)
- Customer Portal
- Service Portal
- E-commerce
- FACTS Resource Manager
- Liens/Lien Waivers
- FACTS Financial Report Setup (P&L/Bal Sheet)
- Commission Module (features; how to make corrections; "gotchas")
- Budgeting in FACTS
- Tips & Tricks with Russ
- Collection Manager
- Pro Decisions/Power BI
- FACTS Notification System
- Inventory Management - Replenishment
- Inventory Management - Cycle Counts
Q2: From the following list of possible agenda topics for the SALES meeting, please rank them in order of interest (with the top being the topic you're most interested in). You'll have an opportunity to write in suggested topics in a subsequent portion of the survey:
- Quotes (creating & importing)
- Project Manager
- Jobs (header info, POs, Job Schedule, Stock Orders)
- Digital Job Management (Quick Links)
- Takeoff Software (Planswift vs Bluebeam)
- Relationship Manager
- Finding Key Info using FACTS & Pro Decisions
- Tips & Tricks with Russ
- Round Table Discussion with DPI - (sales user feedback to the developers)
Q3: Please write in topics not included in Q1 or Q2 that you would be interested in seeing on the agenda (use bullets or numbers to separate items):