Session Descriptions

Best Practices

Best Practices for Successful Upgrades
Emerging Markets – Considerations for bringing your company global
FAS 13 Convergence

InfoLease

UniData High Availability Solutions
InfoLease Performance and Benchmarking Roundtable
InfoLease – Leveraging Invoice Interface
InfoLease Lifecycle – Accounts Receivable
InfoLease Lifecycle – Booking
InfoLease Lifecycle – Customer Service and Collections
InfoLease Lifecycle – End of Lease
InfoLease Lifecycle – Operations
InfoLease Loan/Floating Rate Roundtable
InfoLease User Group
Installing/Upgrading Unidata for Windows or Unix
Managing Security with InfoLease
Product Update Series: What's Happening in InfoLease
Stump the InfoLease Experts

ProFinia

A Global Approach in ProFinia
How to Make the Move to ProFinia
Part 1: ProFinia Overview
Part 2: ProFinia Overview
ProFinia Performance Testing Results
Product Update Series: What's Happening in ProFinia
ProFinia Lifecycle 1: Restructures
ProFinia Lifecycle 2: End of Term
ProFinia Loans
ProFinia User Group
Workflow in ProFinia: Saving Time and Reducing Costs
Rapport and ProFinia: Technology and Architecture
Understanding Asset Usage in InfoLease and ProFinia
The Value of Managing at the Asset-Level in ProFinia

Rapport

Best Practices for Maintaining Your Rapport Rules
Building a Stellar Workflow in Rapport
Customizing Your Rapport User Interface
Expanding Rapport with Dealer Link
Rapport Documents
Experience Rapport Rules
Maximizing Data Reuse with Rapport Web Services
Managing Your Business in a Multiple Back Office Environment
Optimizing Rapport Performance
Product Update Series: What's Happening in Rapport
Rapport Administrator Roundtable
Rapport Demo
Rapport Reporting
Rapport User Group
Rapport Knocks Your Socks Off!: Usability You Can't Be Without
Real-time Integration with Rapport
Saving Time with Rapport Data Import Capabilities

Best Practices

Best Practices for Successful Upgrades
Products: InfoLease, Rapport
Presenters: Becky Alford, David Williams

This session will highlight the interdependencies that exist in Rapport and InfoLease that you should be aware of prior to upgrading your environment. We will show you how to obtain the pertinent information for the various software versions. With pre-planning and a structured approach, you can ensure a smooth and successful upgrade experience.

Additionally, we will review the major system functionality changes with each Rapport version and how they may benefit your Rapport origination process. Finally, we will discuss any core system changes that you may wish to consider and how they may affect your InfoLease account.

Emerging Markets – Considerations for Bringing your Company Global
Products: InfoLease, ProFinia, Rapport, IAQE
Presenter: Scott Masterton

Nearly two-thirds of global leasing volumes are originated outside the U.S. This session raises awareness about many of the tax, accounting, and legal rules and regulations that leasing businesses must consider when doing business abroad. Emerging markets can provide fantastic growth opportunities for your business if you enter them well-prepared. This session covers considerations to help you make this entry successfully.

FAS 13 Convergence
Products: General
Presenters: Julie Jensen, Kristie Kosobuski

Have you been following the FASB/IASB Convergence Project? Since 2005 International Decision Systems has followed the topic and spoken with members of various committees involved. This session reviews frequently asked questions and possible changes resulting from the discussions between the Boards for FASB and IASB.

InfoLease

UniData High Availability Solutions
Product: Unidata
Presenters: Steve O'Neal, Rocket Software, Inc., Denver, CO

Whether your company is large or small, everyone is getting extreme pressure to make our applications & data available all of the time. No matter your experience level, join Mr. O'Neal for a lively presentation of seven alternatives – from simple to complex – where each alternative costs more money, and reduces the time to recover with fewer transactions lost. From this presentation, you will be able to make the choice of what alternative makes the most sense for your organization. Worksheets with Diagrams provided.

InfoLeasePerformance and Benchmarking Roundtable
Product: InfoLease
Presenters: Eugene Blaine, Ann Holst

This relaxed session will give InfoLease Administrators a chance to get a wide variety of questions answered about how International Decision Systems benchmarks InfoLease. We will discuss our results of the 2009 benchmark. We will address best practices, maintenance, how-to's, and other practical issues.

InfoLease – Leveraging Invoice Interface
Product: InfoLease
Presenter: David Antila

Find out about new capabilities added to the Invoice Interface module over the past few years including Multiple Meter Reads and contract activity report processing. This session will also provide an overview and better understanding of the invoice processing options that are available.

InfoLease Lifecycle – Accounts Receivable
Product: InfoLease
Presenter: Barb Dawson

The InfoLease Lifecycle Series is intended for new users, as well as experienced users seeking a high-level overview or "refresher" of specific topics. The Accounts Receivable session will help you understand how to apply many different types of payments on InfoLease.

InfoLease Lifecycle – Booking
Product: InfoLease
Presenters: Nickie Wigdahl

The InfoLease Lifecycle Series is intended for new users, as well as experienced users seeking a high-level overview or "refresher" of specific topics. The Booking session will provide you with the basic components and steps involved in contract and asset entry. We will describe the Contract Entry process and specify the fields needed to complete a balanced contract.

InfoLease Lifecycle – Customer Service and Collections
Product: InfoLease
Presenter: Jeff Hanson

The InfoLease Lifecycle Series is intended for new users, as well as experienced users seeking a high-level overview or "refresher" of specific topics. The Customer Service and Collections session will help you develop the skills you need to streamline customer service activities in InfoLease. We will describe how to set up collector criteria, access and maintain collector worklists, and view contract and customer information.

InfoLease Lifecycle – End of Lease
Product: InfoLease
Presenter: Kate Perich

The InfoLease Lifecycle Series is intended for new users, as well as experienced users seeking a high-level overview or "refresher" of specific topics. The End of Lease session will provide an overview of end-of-lease activities, including buyouts, inventory, disposition, and renewals.

InfoLease Lifecycle – Operations
Product: InfoLease
Presenter: Jim Caulder

The InfoLease Lifecycle Series is intended for new users, as well as experienced users seeking a high-level overview or "refresher" of specific topics. The Operations session will provide the basics of maintaining the InfoLease database, including all aspects of the Nightly Job-Stream.

InfoLease Loan/Floating Rate Roundtable
Product: InfoLease
Presenters: Robin Cook, Kristie Kosobucki

Roll up your sleeves—share practices and solutions with your peers. This session will give you the opportunity to get your questions answered. We will address reports, best practices, when to set up a contract as a loan versus a floating rate contract, and common troubleshooting techniques.

InfoLease User Group
Product: InfoLease
Presenter: Sarah Eastman

Meet your fellow user group comrades face-to-face for an exciting mid-year session.

Installing/Upgrading Unidata for Windows or Unix
Product: InfoLease
Presenters: Eugene Blaine, Rob Takkunen

UniData Installs made simple for system administrators. In this session, we will install configure and authorize UniData on a Microsoft Windows Server and on a Unix server. We will modify the users profile and the udtconfig file based on the server that UniData is installed on.

Managing Security with InfoLease
Product: InfoLease
Presenter: Lori Rieckhoff

Find out the new functionality for tracking User ID changes and User ID violations in the Security Module, giving you more tools for SOX compliance. Additionally, this session provides a review of User ID maintenance, including creating template User IDs for managing User ID creation and updates.

Product Update Series: What's Happening in InfoLease
Product: InfoLease
Presenter: Sarah Eastman, Katie Emmel

Learn about new capabilities added in the latest releases of InfoLease, including expanded security features, tax rate effective date capabilities (TRED) for non-Vertex deployments, Invoice Interface additions for Multiple Meter Reads, plus efficiency and usability improvements that have been completed throughout the system. This session also provides a preview of upcoming features in the 2010 releases.

Stump the InfoLease Experts
Product: InfoLease
Presenters: Sandy Wanke, Brice Conner, Jeff Hanson, Lori Rieckhoff, Eugene Blaine, Nickie Wigdahl, Sarah Eastman

Back by popular demand. . . We challenge you to bring questions to our team of InfoLease experts—from application to technical to programming. Questions can be as simple as, "What does this field do?" or as complex as, "What's the best way to handle this business scenario?" In any case, we'll strive to answer you on the spot, and, in many instances, show you exactly what to do in InfoLease. Note: The experts reserve the right to follow up after the session.

ProFinia

A Global Approach in ProFinia
Product: ProFinia
Presenter: Scott Masterton

Learn more about the ProFinia features under development for global deployment, including managing languages, tracking currency, and managing multiple sets of accounting books.

How to Make the Move to ProFinia
Product: ProFinia
Presenters: Christy Thielen, Kristie Kosobuski

Are you considering moving to ProFinia? This session addresses your concerns by walking you through the process and providing you with best practices, including tasks you can start working on when you get back to your office.

Part 1: ProFinia Overview
Product: ProFinia
Presenter: Don Trost

Curious about ProFinia? This two-part session provides a tour of ProFinia and introduces you to its unique strengths. Part 2 continues the demonstration of some key tasks and how they are accomplished, including:

Creating a customer
Entering an agreement
Performing customer service
Collecting a payment
Viewing financial transaction histories
Reviewing end-of-term options

Part 2: ProFinia Overview
Product: ProFinia
Presenter: Don Trost

Creating a customer
Entering an agreement
Performing customer service
Collecting a payment
Viewing financial transaction histories
Reviewing end-of-term options

ProFinia Performance Testing Results
Product: ProFinia
Presenter: Ann Holst, Douglas Fisher

Learn more about the rigor ProFinia undergoes during performance testing, including tools and benchmarks used in our performance labs.

Product Update Series: What's Happening in ProFinia
Product: ProFinia
Presenters: Don Trost, Cindy Zitzmann

Find out about new capabilities added in the latest releases of ProFinia, including features for variable rate loans and a new loan type of fixed payment variable interest, plus efficiency improvements with bulk asset change and restructures. This session also provides a preview of upcoming features in the 2010 release.

ProFinia Lifecycle 1: Restructures
Product: ProFinia
Presenter: Johnny Loney

Take a deeper dive into mid-term restructures to learn more about them, plus spend time applying what you learn with hands on activities. Topics include restructures (including skip pays) and bulk asset changes.

ProFinia Lifecycle 2: End of Term
Product: ProFinia
Presenter: Christy Schlumbohm

Take a deeper dive into end-of-term topics to learn more about them, plus spend time applying what you learn with hands-on activities. Topics include end-of-term scenarios, quotes, and terminations.

ProFinia Loans
Product: ProFinia
Presenters: Mark Berg, Christy Thielen

Introducing ProFinia's newest loan type: Fixed principal, variable interest loans! Plus a review of the principal and interest loan type, as paid and as scheduled interest amortization methods, and fixed rate / variable rate configurations.

ProFinia User Group
Product: ProFinia
Presenter: Cindy Zitzmann

Meet your fellow user group comrades face-to-face for an exciting mid-year session.

Workflow in ProFinia: Saving Time and Reducing Costs
Product: ProFinia
Presenter: Nickie Wigdahl

How can ProFinia's workflow provide efficiencies to your operations? This session shows you how ProFinia's operational workflow capabilities can help you, featuring specific, relevant examples.

Rapport and ProFinia: Technology and Architecture
Product: Rapport and ProFinia
Presenter: Sri Akula

Would you like to learn more about the nuts and bolts of Rapport and ProFinia? This session will present an architectural overview of how Rapport and ProFinia work together and how they integrate with other systems. We will also include a "sneak peek" of future technology development plans.

Understanding Asset Usage in InfoLease and ProFinia
Product: ProFinia and InfoLease
Presenter: Don Trost

Asset usage, meter reads, cost per item—check out the innovative handling of usage rules and calculations that will enable you to support your usage programs!

The Value of Managing at the Asset-Level in ProFinia
Product: ProFinia
Presenter: Don Trost

ProFinia puts the power of asset-centricity into your hands. Learn how you can make the most of asset-level billing and cash application, end-of-term processing, and accounting in this session.

Rapport

Best Practices for Maintaining Your Rapport Rules
Product: Rapport
Presenters: Sawn Birch, Amy Lowry

Need to update a rule, but not sure how? Are you implementing a new business process that requires new rules on your forms? This session will discuss best practices for mapping and maintaining Rapport rules to ease day-to-day system support, accommodate business or process changes, and prepare for system upgrades.

Building a Stellar Workflow in Rapport
Product: Rapport
Presenters: Mark Cotton, Krys Hjulberg, Amy Lowry

As your business grows or diversifies use additional Rapport workflows to maintain smooth operations and increase efficiency. With a sample workflow, we will examine the configurable pieces using rules and queues to minimize processing. After this session, you'll also come away with some tips/tricks you can use to build a better workflow.

Customizing Your Rapport User Interface
Product: Rapport
Presenter: Jared Kinsley

Give your user interface a face-lift with a new look and improved user experience! We'll show you how to update the look-and-feel of your Rapport environment. Give your business a sense of ownership by customizing the Rapport user interface to meet your corporate branding standards. You'll see great examples of what the customizable Rapport user interface is capable of doing.

Expanding Rapport with Dealer Link
Product: Rapport
Presenters: Krys Hjulberg, Melissa Orsburne

Unlock Rapport's potential to your external network. Rapport can be opened up to increase the business you receive from your dealers and vendors. We will demonstrate Rapport's dealer link functionality, including customer information, security settings, and summary reporting.

Experience Rapport Documents
Product: Rapport
Presenters: Dave Antila, David Williams

Note: To best enjoy this session, attendees should have previous knowledge of XML, XSL, and XSL-FO.

Join us in a discussion about the different types of document technologies available within Rapport. Also, learn where your internal and external users can access and use the generated documents to improve the customer experience. This session will include an overview of the types of documents that can be generated via Rapport and how to make these templates available to various users. A secondary purpose of the session teaches the framework of XSL-FO document templates. We will be directing the presentation to resolve common problems and complex XSL structures. This session will enable you to

Create and set up a document template in Rapport Universal Admin Tool
Create the XSL-FO templates for Rapport
Demonstrate/respond to Users XSL questions and struggles.
- Session Attendees are requested to send in questions in advance for inclusion in the presentation

Experience Rapport Rules: Training and Practice
Product: Rapport
Presenters: Shawn Birch, David Williams

Note: This session is intended for staff that use the Rapport Universal Admin Tool and Rapport Rules Tool.
In this session, participants will experience and learn more about the Rapport Rules Tool. Participants will be provided an overview of the Rapport Rules Tool application and its latest functional additions. To help you resolve your challenges, you will have the opportunity to pose questions to the International Decision Systems Professional Service staff.

Learn about the advances in possible rules applications
Experience basic to advance rule building
Take advantage of International Decision Systems expert staff to assist you with your current issues
- Session attendees are requested to send in questions in advance, to enable International Decision Systems to structure the sessions to participant needs.

Maximizing Data Reuse with Rapport Web Services
Product: Rapport
Presenters: Cory Louwagie, Mike Wolvin

Are you interested in integrating Rapport with other systems? Are there internal or external systems that you wish you could have Rapport automatically share information with? This session will explore different ways the International Decision Systems Professional Services team has built web services and how you can use web services in your own organization.

Managing Your Business in a Multiple Back Office Environment
Product: Rapport
Presenter: Scott Wall

Expand your origination system to places you've only dreamed of. We'll show you how to use Rapport to manage your business opportunities in a Multiple Back Office environment. This session explains all the advantages that this innovative solution can bring to your company including the following:

Consolidating the origination process for multiple back-office systems
Offering a full view of customer data from multiple back-office systems
Giving you the ability to phase the migration from InfoLease to ProFinia

Optimizing Rapport Performance
Product: Rapport
Presenter: Ann Holst, Jim Juza

Designed for information technology professionals, this session provides details about managing and enhancing the performance of your Rapport environment. We cover specifics, including tools and benchmarks used in our performance lab. We focus on the factors that affect performance including impact to setup and rules, tips to improve performance, and tools used to troubleshoot related issues.

Product Update Series: What's Happening in Rapport
Product: Rapport
Presenter: Melissa Orsburne

Find out about new capabilities added in the latest releases of Rapport, including multiple back office, field masking, custom field mapping, and other great usability features. This session also provides a preview of upcoming features in the 2010 releases.

Rapport Administrator Roundtable
Product: Rapport
Presenter: Jared Kinsley

Role up your sleeves — share practices and solutions with your peers. This free-wheeling session gives Rapport administrators a chance to have their questions answered, including those that might have been tabled at sessions earlier in the conference. We address best practices, maintenance, specific approaches, and other practical issues for administrators.

Rapport Demo
Product: Rapport
Presenters: Shawn Birch, Mike Wolvin

Learn how your company can use Rapport as a tool for refining your front-office processing, from opportunity identification to final booking. This session provides an overview and demonstration of how you can streamline business processes, eliminate re-keying, automate decisions, and capture critical data accurately and efficiently. In addition, you'll learn about how Rapport can enable you to quickly and effectively adapt to changing business needs.

Rapport Reporting
Product: Rapport
Presenters: Dave Antila, Dan Schoenbauer

A lot is being made about the value of true business intelligence. This session will give an overview of the reporting options available in Rapport and demonstrate the capabilities it can provide. See how Rapport uses SQL Server Reporting Services to securely give real business insight to your employees, management, and partners.

Rapport User Group
Product: Rapport
Presenter: Melissa Orsburne

Meet your fellow user group comrades face-to-face for an exciting mid-year session.

Rapport Knocks Your Socks Off!: Usability You Can't Be Without
Product: Rapport
Presenter: Melissa Orsburne

Talk a walk down memory lane with Rapport product experts. We will review our favorite features from previous releases that showcase the flexibility of Rapport. This session is a must for every Rapport user, no matter which release you are currently operating on.

Real-time Integration with Rapport
Product: Rapport
Presenters: Shawn Birch, Mike Wolvin

Real-time integration? Yes, Rapport has it. Come see it. This session will discuss the real-time integration points between Rapport and International Decision Systems back-office products, as well as non-International Decision Systems back-office products. See the tightly integrated processes—with demos around tables, customers, exposure, delinquency, and booking, just to name a few. We will also discuss and demonstrate our integration with third-party products and how that has improved Rapport's decisioning capabilities.

Saving Time with Rapport Data Import Capabilities
Product: Rapport
Presenters: Mark Cotton, Jared Kinsley

Learn more about Rapport's Data Import capabilities. We'll show you the options available within Rapport to import and update applications from third-party systems. You will learn how to import new applications and asset data directly into Rapport. You can even update an existing application or asset via the import process, and we'll show you how.