UST Education

N112: Best Budgeting Practices - Beginning to End
2021-06-03 13:00 - 14:30 (America/New_York) | Group Internet-Based
This course will review the best practices for establishing corporate wide budgets, forecasting, controlling and monitoring budgets. We will also review budgeting products with a focus on NetSuite ERP system. An overview of the budgeting process will drive the topics from the initial creation of budgets to successful execution of the budget.

LEARNING OBJECTIVES

Understand budgeting terminology
Identify the general enterprise level budgeting processes.
Preview forecasting options for creating budgets.
Analyze typical budget reporting such as budget vs actual report.
Gain knowledge of budgeting data flows and integration technology

B111: Artificial Intelligence (AI) & Business Process Automation for SMBS
2021-05-25 15:00 - 16:30
Working remotely has exposed critical gaps and inefficiencies in the way we work. But it has also provided a unique opportunity to innovate and transform your organization’s processes and operations – particularly to eliminate frustration or roadblocks.
We’ll move past the buzzwords and share how automated processes and workflows, digital forms, virtual agents, and chatbots can streamline operations, increase productivity, and drive efficiency across your organization.

LEARNING OBJECTIVES

Why automation is more important an ever in today’s remote work environment.
The different types of automation including robotic process automation (RPA), business process automation (BPA) with workflows, and customer service automation with virtual agents and chatbots – and how they work.
How AI and machine learning fit in.
When to use low code technologies versus a professional developer.
Real-world scenarios.
Tips for getting started – and why planning is key to success.
Best practices for your automation journey including governance, security, and adoption.

N105: 2 NetSuite Automations That Will Immediately Improve the Productivity of Your Remote Workforce
2021-05-18 15:00 - 16:30
Part 1: Now more than ever before, getting important emails into NetSuite for full 360-degree visibility is CRITICAL. CloudExtend already makes that easy. Our latest feature, Autopilot, will make email syncing even easier by eliminating the manual work that was required before, saving valuable time.
Autopilot enables Outlook users to put an email thread on “autopilot” — once you attach the email to a NetSuite record, all subsequent emails in the same thread will automatically be attached to the same set of records.
Part 2: What if your finance and accounting team could manage NetSuite data without ever leaving Excel? You could increase data visibility across your organization. You could transform time consuming and repetitive tasks into more efficient processes to save significant time and resources, especially during month end.

LEARNING OBJECTIVES

What is Autopilot and How can I get it?
Live demo of Autopilot for Outlook
Creating/updating large journal entries
Creating/editing invoices in bulk
Uploading/tracking vendor bills
Demo and overview of CloudExtend Excel for NetSuite

N109: The Future of EPM - Enabling World-Class Performance Management
2021-04-28 15:00 - 16:30
There are many EPM (Enterprise Performance Management) software solution options available today, but which one is right for your organization? Some things to keep in mind when evaluating EPM solutions include integration capabilities, functionality, scalability, delivery mode, usability, accessibility, reliability and support. Join us as we provide insight into the different options, how best to decide what functionality is important for your organization, and which tools are going to provide the best solution to meet your needs.

LEARNING OBJECTIVES

Best practices for evaluating EPM options
Understanding what functionality is important
A look at the future of EPM and choosing a solution for your organization

B101: Government Contracting: NAV-Business Central & Power BI for DCAA Compliance
2021-04-27 11:00 - 12:30
How can you shift from a traditional cyber security approach to an approach that will mitigate today’s risks?
The many cyber attacks and data breaches worldwide show that these incidents are becoming more intense, are on the rise, and the environment has become much more complex to secure.
Many of the current security methods, tools, and techniques used by businesses to secure their environment and protect their brand have been effective so far, but attacks are now coming from all directions. Hackers, hacktivists, cyber criminals, nation states, and insiders (like employees) are all pounding security protocols to find a weak spot to get in.
Knowing that data streams in from various entry points, organizations that still differentiate between internal and perimeter security should urgently reconsider their security approach—specifically the roll of digital assets (i.e., domains, domain name system (DNS), and digital certificates)—in enabling the day-to-day successful operation of their business.

LEARNING OBJECTIVES

Digital Assets Management Best Practices (Core Domain Name Portfolio – Defensive Portfolio – Consumer Grade vs Enterprise Security)
Alignment of domain names portfolio and infringement landscape.
How to protect your organization and end users online.

B106: 7 Reasons Your Business Needs Data Recovery & Backup
2021-04-07 11:00 - 12:30
