PROFESSIONAL SERVICES & TRAINING

Transcription

1 shelby PROFESSIONAL SERVICES & TRAINING for Shelby v.5 Arena Shelby Financials We offer a wide variety of training options geared to fit your needs and budget. Our mission is to help you use our software to maximize your ministry and to fulfill your goals.

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3 CONTENTS SHELBY V.5 TRAINING 4 ARENA TRAINING 6 SHELBY FINANCIALS TRAINING 8 INTERNATIONAL SHELBY CONFERENCE 9 PRICING FOR ALL TRAINING 10

4 SHELBY v.5 TRAINING Live Online Training Connect with a trainer live over the internet one-to-one or involve several staff members. Work in your live data in real-time. Billed on an hourly basis. These short sessions are ideal for concentrated training needs. Onsite Training A Shelby trainer comes to your location, works with your team, and focuses on your needs. There are three levels of expertise, so you can select the service that is right for you. Certified The Basics. The Certified Trainer can show you how the software works and how to accomplish basic functions. Master Intermediate. Master Trainers have the skills to help you go beyond basic use of the software and can help you with advanced tasks. Training for Donor organizations requires at least a Master Trainer. Consultant Advanced. Our top level, the Consultant translates your needs into solutions using Shelby software and other tools such as queries or pivot tables. All training for HQ organizations requires a Consultant. *In addition to the daily rate for Onsite Training, organizations are responsible for the trainer s travelrelated expenses, i.e. airfare and rental car or mileage at the current IRS rate, lodging, and meals. These expenses are payable to the trainer. Training Webinars Live and On Demand Webinars (purchased individually) - sold through Shelby s Online Store, webinars are a simple way to get solid training from a top trainer at an affordable price. Web Complete (Annual Subscription) - Gain access to the whole library of over 70 topics for a fraction of what you would spend if you purchased the webinars separately. Having a Shelby trainer onsite to address individual questions and work directly with our actual records is the best use of time. We will definitely use this method of advanced training in the future training@shelbyinc.com

5 SHELBY v.5 TRAINING Training Workshops Memphis Workshop Begin at the beginning. Held every other month at the Shelby corporate offices in Memphis, this is a great training option for anyone needing to get started in either the financials or non-financials in Shelby v.5 software. Stay the whole week and learn both! Custom Workshops Build Your Own Workshop. You say when, where, select the content, and perhaps even the trainer if you have a favorite. Mix and match our workshop curriculum to craft exactly the workshop you need at your location on the dates that work for you. Certified Associate Shelby Trainer (CAST) Partner with Shelby Training and invest in setting up one of your team members to be the in-house Shelby go-to person. The benefits of this annual subscription include personalized training with a Shelby Consultant for the CAST member, free access to regional workshops, free access to International Shelby Conference (when accompanied by a paying staff member), free admission to webinars, and access to our trainers hotline. Self-Training Options Included in your annual support fees is access for anyone on your team to the Shelby Community. The Community is full of valuable resources to help you learn new tricks, find answers, or even go over the basics. Visit the Resource Center for documents and videos or search the many forums for solutions from other users or Shelby team members. See page 10 for pricing 5

6 ARENA TRAINING Arena Standard This is the newest of the Arena products. A minimum of 4 hours online training with an Arena trainer is required. This training is designed to give a new Arena user the knowledge needed to navigate in Arena Standard and begin using it effectively. Additional online or onsite training can be purchased. Arena Select Hosted New Arena users purchasing Arena Select Hosted will need the equivalent of 3 days of training. The training begins with four, two-hour, online sessions. These sessions give your staff a thorough introduction to the basics of Arena and walk you through the setup of items needed to launch Arena. Once you are comfortable with the basics, an Arena Staff Trainer comes onsite to complete the enduser portion of the training prior to launch. Additional days or hours can be purchased. Arena Select The training for clients using Arena Select is typically 3 days. The training is a combination of Arena Administration and End User training. It can be completed early in the transition process or right before Arena is started. Additional days can be purchased. Arena Premium Discovery Arena Discovery involves multiple steps over a three-day, onsite visit by an Arena Discovery Trainer. The goals of Discovery are: Staff Overview In a lecture-style session we provide your staff a general overview of Arena, as well as prepare them for department-specific ministry sessions. Arena Administrator Training This time is designed for anyone who will be a member of your Arena Administration team, from staff involved with Groups to the web team. Discover We examine the way ministry works at your church. We spend time with you exploring ways to best fit your ministry needs to the many tools available to you in Arena. From these discussions we guide you through building the foundation of how you will use Arena. End-User Training The second visit is End-User Training. This training can be handled in one of two ways: Arena Trainer Your staff is trained onsite by an Arena Staff Trainer. Train the Trainer - An Arena Staff Trainer works with a designated staff member from your church. This staff member, in turn, trains the rest of your team. This works best with large numbers of staff. Experience has shown that a hands-on environment is best for Arena training. 6

7 ARENA TRAINING Arena Reporting Services Training Reporting Services Seminar This seminar is a three-day event that introduces the participant to the tools available in Visual Studio for writing Queries and reports. This program enables you to write custom reports based on the Arena data structure. Day One: Creating Queries Using the Query Builder Single & Multiple Table Modifying Queries Query Parameters Day Two: Basic Reports Report Overview Report Builder Set Up & Edit Reports Datasets Day Three: Advanced Reports Report Parameters Report Subscriptions Snapshots Sub Reports Advanced Reporting Services Seminar Arena is proud to offer a new reporting seminar beginning in the fall of This two-day session begins where the Reporting Services Seminar leaves off. On Day 1 we will cover queries: functions, stored procedures, and other industry-proven and functional SQL commands and tricks. Day 2 we will focus on the report-writing tools found in Visual Studio. We will cover maps, indicators, Sparkline, and bar charts. We will also explore the broad topics and uses of expressions. You need to have attended the Reporting Services Seminar prior to attending this advanced seminar. See page 10 for pricing 7

8 SHELBY FINANCIALS TRAINING Online Training Connect with a trainer live over the internet one-to-one or involve several staff members. Work in your live data in real-time. Billed on an hourly basis, these short sessions are ideal for concentrated training needs. Onsite Consulting A Shelby Financials Consultant comes to your location, works with your team, and focuses on your needs. Train your whole team in a large group setting or train in small one-to-one sessions covering specific needs. Onsite consulting always gives the highest value for your training dollars. Self-Training Options Use the Shelby Community to find videos or documentation to help you learn the basics. Also, there is help right inside the software. Click on the icon on any page to open context-sensitive help pertaining to the items on that screen. These include short videos that walk you through common tasks step by step training@shelbyinc.com

9 INTERNATIONAL SHELBY CONFERENCE International Shelby Conference (ISC) brings together Shelby users from all over the country to learn, network, share, and worship. ISC Highlights Interact with other users Learn from the experts in over 200 learning sessions. Explore topics covering v.5, Arena, and Shelby Financials. Go beyond the software with sessions on administration, IT, HR, legal, tax, and more. Visit with exhibitors and vendors to see new products and solutions. Refresh, relax, and renew. ISC Training Options Choose one of twenty topics during each breakout session Lecture-Style Classes Nearly 200 topics are available during the three days of the conference and are included as part of your ISC registration. One-on-One Sessions Spend 30 minutes with a Shelby team member to address issues specific to your organization. One-on-One sessions are included as part of your ISC registration. Pre-ISC Classes Come a day early for intense, in-depth learning. (Requires additional fee.) Hands-On Classes Learn by doing in lab-style sessions. Computers and workbooks are provided. (Requires additional fee.) For more information, visit shelbysystems.com/isc See page 10 for pricing 9

10 PRICING Shelby v.5 Training Options Live Online Training Online Training session $125 per hour (One hour minimum) Onsite Training Certified Level Training $475 per day* *Travel expenses extra Master Level Training $575 per day* *Travel expenses extra Shelby Consultant $750 per day* *Travel expenses extra *In addition to the daily rate for Onsite Training, organizations are responsible for the trainer s travel-related expenses, i.e. airfare and rental car or mileage at the current IRS rate, lodging, and meals. These expenses are payable to the trainer. Training Webinars On-Demand Webinars $19.95 each purchased separately Web Complete $699 annually access to all 70 training webinars Custom Workshops Plan one topic per day $800 per day for five attendees (additional attendees $50 each per day) Memphis Workshop Non-Financial Workshop Financial Workshop $425 per person (before early registration cut-off date) $425 per person (before early registration cut-off date) Certified Associate Shelby Trainer (CAST) The cost of the CAST program is determined by the number of modules and Shelby users of the requesting organization training@shelbyinc.com

11 PRICING Arena Training Options Live Online Training (Select Hosted and Standard versions) Online Training session $125 per hour Onsite Training (Select Hosted and Standard versions) Implementation & Discovery End User Training $1000 per day* *Travel expenses extra $1000 per day* *Travel expenses extra *In addition to the daily rate for Onsite Training, organizations are responsible for the trainer s travel-related expenses, i.e. airfare and rental car or mileage at the current IRS rate, lodging, and meals. These expenses are payable to the trainer. Onsite Training (Premium) Implementation & Discovery Initial End User Training Additional End User Training. Arena Seminars Reporting Services Seminar Advanced Reporting Services Seminar included included $1000 per day* *Travel expenses extra $1000 per person (before early registration cut-off date) $750 per person (before early registration cut-off date) Shelby Financials Training Options Live Online Training Online Training session Onsite Consulting Onsite Consulting $125 per hour $1000 per day* *Travel expenses extra *In addition to the daily rate for Onsite Consulting, organizations are responsible for the trainer s travel-related expenses, i.e. airfare and rental car or mileage at the current IRS rate, lodging, and meals. These expenses are payable to the trainer training@shelbyinc.com 11

12 Contact us to schedule or ask about any of our training options. Phone: Website: