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Information Solutions
Team to Present at Conferences
 Jason
A. Leveson, a senior manager, and John Dighton, a manager on Somerset’s
Information Solutions Team, both experts in Axium’s suite of
products, will present four sessions in April at the Axium Users Association
National Conference in Salt Lake City, Utah.
As Axium
Certified Consultants, Jason and John regularly consult with clients
regarding all aspects of their accounting software needs, including
selection, installation, implementation and training.
The first day of the three-day conference offers two all-day workshops, and
the following two days offer three tracks—two for Protrax and one for Ajera.
Jason and John will present on both April 26 and 27. Three of their sessions
cover Protrax, and one covers Ajera--see session descriptions
below.
If you would
like more information, please contact Jason at 317-472-2188, 800-469-7206 or
jleveson@somersetcpas.com. To register to attend the conference or to become
a member of Axium Users Association, visit
http://www.auaonline.net.
Protrax:
Project Budgeting & Reporting Lab
Thursday, April 26, 2007 - 10:30 a.m. to Noon
Successful businesses know they are successful, in part, because they’ve
done the heavy lifting of drawing up budgets. They then can measure actual
results against their budgeted ones. The actuals then go on to inform the
next budgeting process in a consistent feedback loop. In design firms, the
success of the firm depends upon the success of the projects. No surprise
then, that the most successful firms come up with project budgets before
they actually start work on the project. In this hands-on lab, we’ll explore
the budgeting process. We’ll cover how to create one within Protrax and how
to import a budget from a spreadsheet. (Project managers like spreadsheets!)
We’ll also look at several reports that show how well the project is doing
with respect to the budget.
Protrax:
Contract Setup & Workflow Lab
Thursday, April 26, 2007 - 3:00 p.m. to 4:30 p.m.
How to set up a contract? Let me count the ways: Is it time and expenses
or a fixed fee? They’re both as easy as 1-2-3. Shall we use a template, or
start it from scratch? Gather up a couple and we’ll do up a batch. And we
must link each item to a project and phase. We’ll go over that in a couple
of ways. Of course, there will be changes—that’s inevitable: So you’ll learn
that along with other ins and outs. We’ll give you the knowledge to wield
your clout.
Ajera:
PORTFOLIO Budgeting & Scheduling Lab
Friday, April 27, 2007 - 10:30 a.m. to Noon
Do your project managers want more detail for the project budgets? Would
the principals and project managers like to know the firm’s workload
scheduling needs? These questions will be answered in this hands-on lab
using PORTFOLIO.
Protrax:
Extreme Billing Lab – Workflow, Tips & Tricks
Friday, April 27, 2007 - 1:00 p.m. to 4:30 p.m.
Follow the billing workflow from generation of WIP to printing and
posting final invoices. Among the topics will be corrections and transfers
of labor between projects and phases, corrections to WIP items entered
through Accounts Payable or Project Control and deferring and splitting
billing items to invoice generation and printing. This session is ideal if
you are relatively new to the billing processes within Protrax and have a
basic understanding of the Billing A/C and P/C modules.
Experienced
Axium Consultant Joins IS Team
Somerset is
pleased to announce the addition of John Dighton as a Manager on its
Information Solutions Team.
John has been successfully implementing project cost accounting software
since October of 1994. Prior to joining the firm, John ran his own company,
Dighton Consulting, Inc., based in Fort Myers, FL. Since 1994 he has been
implementing Sage Software’s Timberline Construction and Property Management
Suite. In 1998 he began implementing Axium’s Protrax and later, in 2004,
Axium’s Ajera (SQL-based) accounting suites.
John has
successfully implemented well over 300 installations of project cost
accounting systems. This includes data migration from earlier versions of
Axium’s AEasy products, BST, CMAS, Oracle, Great Plains and J.D. Edwards. He
also creates interfaces with MS-SQL for the Axium Protrax product and
designs reports with Reporting Services for MS-SQL for both Axium Protrax
and Ajera Suites. John also creates reports using Crystal Reports for all
aforementioned products.
2007 ASCE
Diamond Anniversary and Conference
Brian Kinnaman,
Jason Leveson and John Dighton will be exhibiting Axium products at the
annual meeting and Diamond Anniversary of the Indiana Section of the
American Society of Civil Engineers. The event is being held March 23 at The
Fountains Banquet and Conference Center in Carmel, Indiana.
Somerset is an
authorized and certified partner of the Axium family of software products,
which includes Ajera, Protrax and iTime and Expense.
Ken Hedlund and
Chris Mayfield of Somerset’s
Construction & A/E Team will be presenting “Development of a
Performance-Based Incentive Plan” at the conference.
Somerset CPAs, P.C.
3925 River Crossing Parkway
Indianapolis, Indiana 46240
317.472.2200 or 800.469.7206
317.208.1200 (fax)
www.somersetcpas.com
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