Helping You Get the Most Out of Your Viewpoint Technology
Whether it's role-based training and certifications in Viewpoint Academy, product release information in the Customer Portal or lively discussions in our community of users in the Viewpoint Network, we are here to help you get the most out of your Viewpoint Technology.

In this edition of the Customer Success Bulletin, you’ll learn how Collaborate 2021 is changing to bring you more actionable product training and valuable industry insights. You’ll also find articles on what you need to be doing to start planning for year-end (yes, it’s already that time), new resources in our Cybersecurity Toolkit, and much more.
Your Customer Programs
 

Collaborate 2021 Registration is Open
 
We’re excited to announce that Collaborate, the Viewpoint User Conference, is back, better than ever and it’s virtual!

Building off the success of last year’s event, the Collaborate 2021 online experience offers more actionable product training, best practices, and valuable industry insights that you and your team can start using right away.

Join us Sept 14-16 to expand your product knowledge, connect with other Viewpoint users, and get the insight you need to run a better business, manage through change and get more from your Viewpoint technology.

Register today for our free virtual event and be sure to share this great news with your colleagues, industry peers and friends. Everyone is welcome.
Grab Your Spot

Cybersecurity in Construction Toolkit

 
As we all know from recent news, the impact of a cybersecurity breach on your business, including cost and reputation loss, could be massive.

JB Knowledge’s 2020 construction technology report revealed that 13% of contractors reported a data breach. At the industry level, this is due to lean IT security spend, lack of protocols, unprotected on-premise data hosting, and a shift to remote work.

Take charge and prevent cybercrime and data breaches from occurring at your organization with this collection of cybersecurity resources.
Protect Your Data
 
 
Spectrum Technology Huddle Highlights
 
If you missed our information-packed session with Spectrum product managers on July 20th, we’ve got you covered!

During this webinar, experts shared valuable new functionality that was delivered in Spectrum 2021 R1 in Accounting, Payroll, Business Intelligence, Operations & Service, and the platform. They also gave attendees a sneak peek of some of the new items that are on the roadmap for the product team.

You can check out the recording here and continue the conversation in the Viewpoint Network here.
Highlights
Spectrum HR Management Workshop Series
 
Join Cherie Collins, Product Manager for Human Capital at Viewpoint for her ongoing workshop series for Viewpoint HR Management for Spectrum. Each workshop is designed to answer your questions and help you learn how to get the most out of the HR Management solution.

The workshops are an opportunity for you to:
  • Review upcoming features - employee self-service and HR manager-employee tools
  • Give feedback on new feature requirements
  • Hear about tips and new release information
  • Ask any questions you might have
  • Network with other HR Management professionals
Visit us here to learn details about when the next workshop is happening and how you can join.
Mark Your Calendar
Start Planning for Year-End Updates Now
 
It’s not too early to plan for year-end now. Spectrum requires that you upgrade to the latest version to be prepared for year-end reporting.

You will need to be on version 2021 R3 (released later this year) for year-end. The hardware and software requirements are the same as the requirements for last year, so if you are already on version 2020 R3 or later, you should be okay to update to the 2021 R3 service pack.

If you need Viewpoint help with your update or migration to a current version we are here for you. Start scheduling now because available slots fill up quickly. To sign up for a time slot for Viewpoint assistance on upgrades (if your system meets our current requirements) or migrate your ERP to a new server, take two minutes to watch this explainer video.
Watch the Video
 
Viewpoint Academy Spotlight
 
Did you know that all of the Viewpoint users at your company have access to free, role-based learning plans in Viewpoint Academy? Training your new employees on Viewpoint solutions has never been easier!
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Learning Plans
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The Viewpoint Academy offers guided role-based learning specific to your position. These training programs are designed to make you the expert your company needs. From the homescreen, simply click on Learning Plans and then select your role.
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Introduction to Construction Accounting
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Does anyone in your office need an introduction to Construction Accounting?  Have them register for this free, eLearning class in Viewpoint Academy. In just two hours you’ll cover these accounting concepts: Job Costing, Committed Costs, WIP Schedules, Progress Billing, and more.
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Logging In
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Viewpoint Academy has a separate login from the Customer Portal and the Viewpoint Network. Your email address is your username. If you did not receive a welcome email with a password, click the “forgot password” link on the Academy sign-in screen. You will receive an email with instructions to set your password.

Interested in instructor-led classes? Use discount code VPSuccess50 for $50 off any of our live, virtual, instructor-led classes!
Training or Academy Questions?