Our Product Planning team will present an overview of the new features that are available in Versions 8.2 and 8.3 and what’s coming in Version 8.4. Also, a discussion is included for what is involved in the migration process for those who are currently using Version 7.

Anita Brodrick, a long-time Secretariat client, from Chesapeake Energy will team with our experienced Implementation Consultant to review best practices for using the software as well as business processes. Together, they will detail how you can use Bridgeway offerings to maximize your efficiency. Bring your own tips, and hear others’ lessons learned.

For the Secretariat administrator, this session details how to set up a more user-friendly interface to minimize training needs, train your users on more complicated functions, and configure the system so that only necessary components are available. This interactive session allows clients to discuss their biggest challenges and see how others have succeeded in similar situations.

Secretariat includes several reporting options—Advanced Search, Analysis Center, and Crystal Reports—to help your users access your data. This session will provide an overview of these options, when to use each one, and outline the technical expertise needed for each.

This session helps you understand the data and how it is organized in the system from a high-level to better facilitate finding your data. Learn how to use filters on list pages to display the records you need on the page, then how to customize grids to view your data at a glance. Explore the advantages of advanced searching by learning how to build search expressions that retrieve meaningful results, create reusable searches and results templates, and determine the best way to display results.

BusinessObjects™ is a powerful reporting solution that works with Secretariat to provide unmatched data retrieval capability. This session explores how to effectively manage the Bridgeway BusinessObjects™ integrated environment to ensure maximum effectiveness of the reporting solution. Included is an overview of the components necessary for the integration, configuration of the integration, basic use of the consoles and managers in BusinessObjects™, import/export of BusinessObjects™ resources, and modification of the Analysis Center universe.

This session provides a detailed look into what you can do with Bridgeway’s premier ad hoc reporting tool, including an overview of what ad hoc reporting really means, creating quick and simple reports, and manipulating data real-time using sorting and filtering. For those who want to go deeper, complex reporting is discussed, including using prompts in saved queries, adding data from multiple modules, drilling down into data, and adding graphs and charts. The limitations of the “ad hoc” paradigm are discussed in relation to the improvements we are making with the integration. Let us help you determine if you are ready to take your ad hoc reporting to the next level.

In this session, we will show you how to leverage of the power of your data through tools such as the following:

• Learn how to create and manage your organizational charts using CorpCharts.
• Learn how to configure access to your Secretariat data through SuperViewer.
• Learn how to classify information using WorldView to make data more secure.

One of the features Secretariat offers is the ability to use HotDocs® templates to retrieve data from Secretariat records to create corporate documents such as Consents, Notices, and Certificates. In this session, we will show you how to edit standard Secretariat HotDocs templates provided by Bridgeway and customize these templates for your company.