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|Media Name||File Type||Date||Description|
|Day 4 - afternoon sessions||Video||9/18/18||
This is the GoToMeeting recording of the day 4 afternoon sessions. We started out with Alan and Steve going over BI - Business Intelligence and big data. That lead into discussions about reports, custom settings, and how each company uses and consumes data. Basically, how do you get the data and numbers (the story) back out and display it to the user.
We had a couple of demos on setting up tiered pricing using smart group buttons. The my cart favorite buttons demo was done by Josh. We also had a demo on doing a full physical inventory and how to record the over and short values. This was done by Drea.
The last session was going to be on the adilas model, vision, future, and wrap-up. It ended up being a pretty relaxed wrap-up session and touching on a few of the things that we had learned over the last couple of days. Great training event and users and participants all left feeling pretty good, with a direction to go and follow.
|Day 4 - morning sessions||Video||9/18/18||This is the GoToMeeting recording for the day 4 morning sessions. The first session was on tips, tricks, and best practices. We spent some good time on settings, permissions, and parent attributes for inventory items. We then went into a college level lecture on the balance sheet. This was done by Steve Berkenkotter. Great information. The balance sheet section covers assets, liabilities, and equity and what falls into what category.|
|denver_9_14_18_day_4_notes.docx||Doc/Text||9/18/18||Notes from day 4 - Tips, tricks, and best practices. Also some notes on business intelligence and dealing with big data. The last section has some comments from the participants on what they got out of the 4-day training event. Kinda a wrap-up of sorts.|
|Day 3 - afternoon sessions||Video||9/17/18||
This is the GoToMeeting recording of the day 2 afternoon sessions. The first session was dealing with ecommerce and custom email settings. This was lead by Alan Williams and Brandon Moore. We then had a great presentation by Calvin Chipman on GMext Pro (group mass texting) and how that tool/solution could help communication and marketing efforts.
The final session of the day was presented by adilas power user, Kelly Whyman. Kelly lead a discussion on some tips and tricks that she uses as a multi-state rep/consultant for the adilas platform. Kelly shared a number of key points, strategies, tips, and even some basic tools that she likes to use. Tons of notes were taken and written down as she was talking and presenting. It might help to listen to her presentation and also pull down the notes from the day 3 afternoon sessions to get all of the pieces. See other media/content pieces uploaded to the element of time.
|Day 3 - morning sessions||Video||9/17/18||This is the GoToMeeting recording of the day 3 morning sessions. We dipped into sub inventory, display options, where we need to go from there. The first session was lead by Steve Berkenkotter and Brandon Moore. We also covered some CRM (customer relationship management) functions and how to use adilas to track your custom and client data. The CRM session was lead by Shari Olin. Towards the end of the session, we got more in to elements of time and showing how to use sub dates and times to track time spent on a specific project.|
|Sub inventory.docx||Doc/Text||9/17/18||This was some original brainstorming on sub inventory and perfect sub costing (parent child inventory). Notes on this page go clear back into the 2014 date range. Sub inventory has been through multiple iterations (versions) thus far and more are still to come. This document was referred to during training... not required reading, but here if you want to see some of the plans and brainstorming.|
Notes from day 3 - Lots of stuff on sub inventory and features, advantages, and benefits of going so deep. Perfect cost of goods sold, mini conversions, display options.
We then got into some CRM (customer relationship management) options. We had a number of demos from different persons and we took some notes while they were presenting.
We had a 5 eXPO (electronic exchange portal) team members there. They gave us some info about their team and what they do.
At the end of the day, we had Kelly Whyman, a Denver local and adilas power user give a presentation. We took over 5 pages of notes on some of the things that she does and how she helps clients and other reps connect the dots. Tons of good ideas, tips, tricks, and such.
See the videos for day 3 to get more info and context.
|Day 2 - afternoon sessions||Video||9/13/18||This is the GoToMeeting recording of the day 2 afternoon sessions. We spent quite a bit of time dealing with discounts and other point of sale features. We had a demo by Calvin Chipman on building custom labels and then a presentation by Dustin Siegel on some new plant phases and cultivation code and features that he and Steve Berkenkotter are working on.|
|Day 2 - morning sessions||Video||9/13/18||This is the GoToMeeting recording from the day 2 morning sessions. The whole morning was spent on inventory tracking and point of sale (POS) functionality. The whole first part deals with vendors, PO's, and items (general inventory items). As a side note, we forgot to resume the recording after the first morning break, so we missed the session that had an intro to shopping carts, barcodes, and my cart favorite buttons.|
|Day 1 - afternoon sessions||Video||9/13/18||This is the GoToMeeting recording from the day 1 afternoon sessions. It starts out with a class game and activity by Alan and then goes into highlighting some new features. It has an open Q & A session and a fun history section called historical stepping stones. Lots of "why we do what we do" stuff.|
|Day 1 - morning sessions||Video||9/13/18||This is the GoToMeeting recording of the day 1 morning sessions. It covered a small demo, the adilas model, core concepts, and an intro into world building.|
|adilas_features_and_versions.xlsx||Doc/Spreadsheet||9/13/18||This spreadsheet has a list of many of the adilas features and versions. It has a breakdown of the different versions clear back from 2001 to 2016. Everything in version 9 is done and some of the stuff in version 10 are done. This was originally created as a document to help get a bank loan. During training, Steve said to release it. It has not been updated since 2016, but it has some great info and shows some of the progress that is going on. Lots more in the works and still to come... Yee haw!|
|denver_9_12_18_day_2_notes.docx||Doc/Text||9/13/18||Notes from the day 2 morning and afternoon sessions.|
|denver_9_11_18_day_1_pm_notes.docx||Doc/Text||9/13/18||Notes from the day 1 afternoon sessions.|
|denver_9_11_18_day_1_am_notes.docx||Doc/Text||9/13/18||Notes from the day 1 morning sessions.|
Adilas training course in Denver, CO. We will be at the La Quinta Inn and Suites. Englewood Tech Center
9009 E Arapahoe Road, Greenwood Village, CO 80112
See attached for notes, scans, files, and GoToMeeting recordings (videos)
We did some intros and then got started. Danny Shuford did a demo and did a great job. See attached for some notes. Here are a couple of the highlights from what I took away from it.
- Solution for solution minded people
- It can be molded to fit your industry
- Changes keep happening
- Big open view of the whole system - it wasn't made for just one industry
- Brief overview of the framework
- Based on user permissions and valid logins
- All web-based and cloud-based
- Features and benefits - focusing on the benefits
- CRM - log notes, additional contacts, photos, and other media
- We all deal with money, but in the end... we are all dealing with people
- Note to me... Danny went into the customer table and doing the custom page settings on the customer fields. This is for things like the name, aliases, sort value, show/hide, etc. We really need to keep pushing that idea and concept forward. People really want that level of control. It just takes a ton of work to cascade that through the full system.
- He talked about news and updates
- "Our Interface" - what do you want? We don't have a single set interface, we let you choose
- Customer queue
- Lots of moving parts
- Drea - "Adilas is play dough"
- Inventory tracking
- Reporting and building your own reports
- Labels and changes to the requirements
- Accounts payable and accounts receivable
- Print checks
- Customize and working with the developers
- Security and back-ups
- Steve - Showing some hidden gems
- Small demo on flex grid
Next, I gave a small section on the adilas model - core concepts - and intro to world building. I will upload my outline. I'm also hoping to upload the video as well. I don't have any notes because I was the presenter, but here is my rough outline:
- We will be bouncing around
- Start with a guy holding tons of stuff
- Talk about the needs and how to organize things
- Go over different tools... head and mind, paper and pencil, word processing, spreadsheets, databases, software packages, web or hosted solutions
- Go over systems and how things start to inter-relate
- Cover the 12 main players
- Cover the 12 business functions
- Cover the 12 main world building concepts
- Mix and blend to get the desired results
After lunch, Alan Williams did a presentation on highlighting and exploring new features. He started out with a fun group activity and a game of sorts. Minimal communication and we had to figure out a path through a virtual mine (bomb) field. It ended up having forward steps, side steps, back steps, etc. We eventually, as a group, got through the mine field. Really fun exercise and it opened up some conversations. Here are some notes from Alan's presentation:
- Little active - mine field - group activity - finding their way
- How does this relate to the adilas process?
- He then showed some of the steps that we have taken to build the application
- Side steps, back steps, and forward steps
- Going into advanced add to cart and sub functions
- Request from the group - no standalone discounts - Make that a permission and/or a setting. Standalone discounts can and do cause tax problems.
Next, Steve Berkenkotter lead an open Q & A section. The first question was asking about any updates with the Metrc (state compliance and tracking system for Colorado). That got pretty deep but exposed some of the challenges that exist between connecting and maintaining dual systems (adilas and Metrc). Here are a few notes:
- Questions on Metrc
- Some new tables and new limits from Metrc
- Auto processors - running nightly stuff to help sync data between systems
- API and server to server connections
- Challenges that exist
- Mixing old and new functionality
- Using elements of time to track states, status, phases, and groupings
- Getting back at the data - reporting
- High level vision
- Question from Pat - 280E - new tax and accounting rules - what can we write off as cost of goods? What about unitizing expenses?
- Steve - How the IRS is looking at things and expecting things
- Steve - loves numbers and how he brings his skills to the table
- Work in progress - attributing a value as part of the accounting
- The progression of building and breaking
- The system is able to store the data (huge piece of the puzzle)
- The system may be customized to get the data back out and/or to get the data in (another huge piece of the puzzle)
- Template building
- A consultant spending time and configuring a system before it is released to the end users
- Small questions on CSS and changing certain page colors
The last section of the day was a presentation on historical stepping stones - what have we learned and why do we do what we do? I did this presentation so I will add my outline. Once again, we are hoping to get some videos uploaded to this element of time incase someone wants to watch the videos. Here was my outline:
- Where did we start? Spreadsheets, static web sites, zip disks and sending inventory around from place to place
- Fixing current business problems
- Where is your pain? Start there
- Letting operations lead - Use the adilas interactive map to help show flow
- At some point, accounting will need to follow
- Checkpoints and flowing data
- Gap between operations and accounting - drawing the gap, horses and carts, and old school T accounts - light history of accounting
- How does time play into the mix
- Comparing operations and accounting in a static environment
- Comparing operations and accounting in a dynamic environment
- Progression - drawings of the data assembly line and how it ended up at a 3D data assembly line
- 3D world building - x=time, y=resources, z=space or depth - draw out the box or cube
- Black boxes & white label options
- The whole deal
We didn't quite make it all the way through the whole outline, but we covered a good portion of it. Towards the end, we went around the room and got some feedback. Those documents and notes will also be uploaded. The final request from the class was to have adilas allow the "adilas version" spreadsheet to be shared with the world. It was originally created in order to get a bank loan, but Steve said to release it to the world. Great meeting and good energy on day 1. Good stuff.
We spent most of the day working on and going over inventory tracking and point of sale (POS) features. See the attached videos. We also had some great demos from Calvin Chipman on building custom labels and one from Dustin Siegel on some new code and features that help with plant phases and cultivation. Here are a couple of notes from some of their presentations. For a more complete version, you may need to watch some of the videos from day 2.
- Calvin and the adilas label wizard - He gave a slide show and then started to interact with the label builder. After he was done, we asked him to show some of the behind the scenes pieces of his label builder. Good stuff.
- Vaporware - the product doesn't fully exist (yet) - part concept, part actual, not yet fully functional
- User designs the label (step 1)
- User selects the label from inside of adilas (step 2)
- The label(s) are created and displayed on the fly, based on stored instructions, mappings, and special code. (step 3)
- Part of the demo was showing sheet labels with a data merge, labels with barcodes and QR codes, static text, dynamic text (user can interact and change things), data mappings, graphics, etc. Pretty cool.
- Small talk about PDF's, Flash, & HTML and CSS - printing options from the web - Our choice is PDF currently
- Interacting with printers, browsers, and other hardware pieces
- PDF - actual size vs shrink to fit size
- Questions about font point size and possible limitations for compliance reasons - We will leave that up to the users, that way we don't have to chase all of the compliance rules and regulations.
- We talked about settings and maybe limits that could be stored and looked up on the fly.
- Possible template options
- Be careful saying a compliant label
- A good disclaimer to keep things legal according to the local and/or state requirements - put the liability back on the companies and/or users.
- Small story of a company and internal programming wars and war stories - Different places that Calvin has worked.
- It may take a hybrid solution of both software and web
- Small demo of the actual builder - Calvin is going to be taking that and putting it more into a wizard-type format. Currently, you have to be pretty techy to use it. Round 1 - prototype.
Dustin gave a presentation on some new cultivation processes and some dynamic mapping. We had some technology issues, the demo was going slow (Internet) but the concepts were awesome. Imagine going from a manual one-by-one process, to a bulk streamlined process. Huge time saver, plus tons more data points, capturing the whole story clear down to minutes, seconds, locations, phases, etc. Pretty cool.
Busy day today. We got into sub inventory, why we do sub inventory, customer relationships, elements of time, flex grid, ecommerce, custom emails, group mass texting (GMext Pro), and a presentation by Kelly Whyman (super power user from the Denver area). We are going to be posting the videos and the notes from the day. Good sessions. Here are some of the notes that I took while others were presenting. Once again, see the attached media/content files for videos and other digital notes.
These are some notes from Shari O.'s presentation on CRM functionality
- CRM - The real acronym stands for Customer Relationship Management - Shari O.'s acronym for CRM is - Can't Remember Much - pretty funny
- Good data in = good data out - Fill things out completely and make sure you get good data in
- The client log and how to use it
- Leaving personal footprints in the sand - using the log
- Addin gin a user-maintained history... internal communication
- Cover you own rear-end
- Being business appropriate - have good manners when recording details and data points
- Custom emails
Drea did a demo on how to show/hide transfer packages inside of the adilas/Metrc inventory pages. Here are some notes from that:
- Transfers in and out and how to hide things
- Everything in adilas is flexible
- This new functionality is only a week old
- Talking about manual clean-up and automatic clean-up - doing side-by-side comparisons
- Using the data tables and being able to sort and search data - almost on the fly - re-writing the page based on the data.
- Some of the new CSS cards, tabs, and such - really look super cool and it seems more intuitive - it also makes it look more modern.
- We would love to keep adding new data tables and more options
- As we keep going, we may need more clean-up options
Calvin game a PowerPoint presentation on GMext Pro - This is his group mass texting solution. He did a great job and I think that people really liked it. Here a few notes that I wrote down.
- Pretend like you are a client
- Communicating to a large group or large groups (plural)
- Pitching GMext Pro - great demo and presentation
- Some of the stories of huge companies and how changes have happened and how those big companies weren't able to keep up. WordPerfect and Blockbuster were some of them. Major game changers entered the market and could do things better, faster, and cheaper. People gravitated to those new options.
- Technology happens... embrace it and thrive
- Mass texting and single text notifications - similarities and differences
- Phones and phone numbers - with mass texting, you are basically buying phone numbers so that you can send more texts at a time. Each phone number can only send 1 text per second. So you may need 5, 10, 15, 20, 25 phone numbers to get all of your texts sent out.
- Problems with people giving out the wrong phone numbers (bogus numbers or wrong numbers) - that can break your marketing campaigns - too many wrong numbers and you get reported as a spammer.
- Ways of opting in and out
Final day of training for this go around. We started out day 4 with a group session on tips, tricks, and best practices. We spent quite a bit of time going over settings, permissions, and parent attributes for items. Steve then did a whole session on the three main parts of the balance sheet (assets, liabilities, and equity). The topic was intro to adilas backend office and functions. Steve took the words backend office and tried to flip it to - let's put the owners in the driver seat vs trying to drive from the back of the plane (pretend they are trying to fly the plane from back in the bathroom with the doors closed). Great session.
The afternoon session was talking about BI - Business Intelligence & Big Data. The group talked about databases, data, and how to both get data in and out of the databases. Lots of fun examples. We then has some other Denver power users jump in and do demos on tiered pricing and smart group buttons, and another one on the process of doing a full inventory reconciliation and full inventory count. Great info and good sessions.
The final session was supposed to be on the adilas model - vision, future, and wrap-up. We were all too tired, so we just chatted and went over a bunch of the things that we learned from the training session. We got some great notes and tried to clarify a few items, topics, and concepts. Pretty casual ending. Great people, wonderful ideas, excellent participation, and memories made. A great training session. Here are some of the notes that were taken while others were presenting:
- Molly presented on parent attributes for items - think of tag or ways to categorize things
- On parent attributes - for example: say you have an item but want to show different brand names or characteristics - Say you are selling shoes... You may want Nike, Converse, Adidas, etc. Or running, walking, hiking, trail running, etc. These would be good parent attributes or tags.
- Parent attributes are huge for ecommerce searching and creating tags for different items
- Russell did a great job on so many different features - we would love him to keep building more features
- Easy setup
- Building your own little shortcuts
- Parent attributes are used for labels, sales, ecommerce, searching, filtering, etc.
- Treat parent attributes like a way to build your own database... eight use the flex grid and the custom fields or use parent and sub attributes.
- Both parent and sub attributes are unlimited and they have a proper data type such numeric, dates, text, toggles, and drop-down lists. That really helps when putting data in and also when querying the data to get certain results back.
- As an idea... what if we build out both parent attributes and sub attributes to all 12 main player groups, inside of adilas. You literally could build your own one-to-many database relationships. The main 12 player groups are deposits, invoices, users, vendors, customers, stock/units, expense/receipts, balance sheet items, elements of time, quotes, PO's, and general inventory items. Currently, parent attributes and sub attributes are only available for parts or general inventory items. Think how cool that would be if we pushed it to the next level...
- Small note from a meeting during one of the breaks... what is the internal adilas funnel to report an error or a bug? Who gets put on that project? We need to figure out our own process and communication funnel.
- Bryan and Molly and others... funding some of the consultant projects - what is the short list and then where are things at. Basically, what do we have to work on and what are the priorities of those pieces?
- Shannon may be part of this funnel that we are trying to build out
Back to the main training even... The next session was Steve Berkenkotter and Shari Olin - going over financials and adilas backend office functions. Steve pretty much ran with this subject and did an hour long power session on the three main parts of the balance sheet (assets, liabilities, and equity).
- CPA homepage interface
- Inspecting what we expect - you have got to look at what is being delivered as a final product (actual items and/or tasks or services)
- Going back to the beginning - balance sheet homepage
- When you get a new system, we setup a default bank and default location
- Problem with batching... Say trying to remember 30 days back and/or not getting data and information for a long period of time. It kinda leaves you guessing and/or missing some of the details
- Steve - Think of flying a plain... try to be ahead of the plane... where is it going - often pilots try to think 3 tasks ahead of what they are doing
- Views of the balance sheet - a trial balance - working and checking mode
- Assets, liabilities, and equity
- We covered the difference between the income statement (P&L - profit and loss statement) & the balance sheet
- Values and tax laws
- Depreciation and schedules
- Life cycle - length of the life of an object and/or an entity - time and a schedule to lower a value (usage & wear & tear)
- The IRS has setup the tax game... They want you to play and even play up to the lines that have been setup - think of a game - play to the line
- Where you put things in very important
- Small discussion on double entry accounting - history and pros and cons
- Skate to where the puck (hockey) will be
- The formula is the most important part of it
- Passing things like a hot potato... basically moving things along the data assembly line - roll call accounting
- A balance sheet is a snap shot in time
- Talking about the profit margin and where does that come in to play
- Small holes in the ice - things that are either gotcha's or thin ice (not all the way done)
- Some of the guys and gals were saying that we need - big dumb animal pictures - super simple instructions
- Accounts receivables - Think of that as they have your inventory or they have your endeavor (a promise to pay for something) - basically, they owe you money
- You have to know the story - sometimes the numbers tell the story but sometimes the story tells the numbers what they mean
- Liabilities and hidden liabilities - be careful there
- Hidden costs
- Payroll and payroll taxes - this is a huge sink hole
- Sometimes we can't do things due to the technology - as that opens up, we have more options
- Auto processing and calculating needed values in non-peak times that could then be available for other reports
- Fall backs, redundancy, auto-syncs, and re-syncs
- Turtle up, sometimes the servers will shut down and pull in their legs - kinda like a turtle protecting itself
- We need an all encompassing system to help steer the ship - think platform or system
- Owners - who holds the liability
- Steve - analogy of the tail wagging the dog vs the dog wagging the tail - who is in charge & which way do things flow?
- The owner needs someone who is a decision maker and/or gate keeper
- What is the game plan and do you have buy in?
- The POS (point of sales and inventory tracking part) is only a small part of the puzzle. Very small compared to the whole business realm (world).
- Abundant model - you have to imagine a line of people wanting your services and standing in line - next, next, next
- The backend - really, this is the pilot's cockpit and/or the driver's seat
- Absorption (in take) model & attributing sub costs over time
- Dustin - I want "this" (meaning adilas & underlying data) to argue with my boss, not me.
- I need a business tool & now I can run faster & better - thank you
- Net Profit - it comes from the P&L - one of the only connections between the income statements (P&L) and the balance sheet.
- Investment - how was this company funded and/or formed?
- Fracture - just having fun - it keeps doing it (fracturing) on its own... maybe let it keep going and play accordingly
- Change "backend office" verbage to the cockpit or balance sheet.
Towards the end of the day on day 4, we had a couple of power users show some demos and such. We had Josh do a presentation on my cart favorites and smart group buttons (tiered pricing). Drea made a suggestion that you make the pricing tiers as dummy proof as possible. They even pushed the ending values clear out to show a visual warning to the person using the buttons. The other major request was for this feature (buttons and tiered pricing) was dealing with allowing these buttons to be time sensitive for sales and promotions.
We also had Drea go through and show an inventory update and how she does a physical count and then an inventory clean-up. She would pull reports, export data, show/hide columns, add columns, print things out, and have her people go work. Then she showed how the system would take those over and short values and push them through an update PO (internal tool for updating inventory counts). Pretty cool. As we go along, we will need more clean-up tools. Clean-up tools make things look better and help to give users a peace of mind. We also talked about trust issues and how sometimes it is tough to trust and/or trust people. All of that plays into the mix.
My final note about the training sessions is that those who played with us, live and online, really had a good time and we all learned a lot. Good times, great food, and wonderful people. Inspiring sessions. If you want more details, check out the media/content pieces (notes, excel docs, scans, and videos for more info).