reSource Users Conference

Sir Francis Drake Hotel
450 Powell Street
San Francisco, CA 94102
+1.415.392.7755

Room Rate: $179/night

• 7:30am: Breakfast/Registration
• 8:30am: Conference Intro/Ice Breaker
• 9:00am: Iasta State of the Union/Dev Roadmap
• 9:45am: Workshop Session 1 & 2

  Workshop Session 1 Introduction and Review: Surveys
  Topics covered: Create a project and a survey Manage the survey Evaluator and Question Weighting Evaluating a Survey Responses and Reporting Tips and Best Practices in Survey Creation	Course Description: In this workshop, we will focus on how to create a project in SmartSource, add a survey to the project, add suppliers and internal stakeholders, and manage the survey throughout the process including evaluation and reporting.
  Target audience: The target audience for this course would be any sourcing professional who will be using the SmartSource tool and needs a basic understanding of creating and managing projects with surveys in SmartSource.	Post-Training Expectations: After this training, you should be able to: Create a project in SmartSource Add companies and users to the database Create a survey Manage a survey
  Workshop Session 2 Advanced Bidding Formats
  Topics covered: Best Practices for Standard and ItemBid lots Best Practices for Excel Bidding Tips on when to use different pricing parameters Creating MetaBid Factors and Formulas Best Practices and tips for bidder view options and advance settings How to setup a Dutch Auction and when to use this format	Course Description: In this workshop, we will review best practices and strategies for setting up a bidding project, including using MetaBid Formulas, Excel Bidding and Dutch Auctions.
  Target audience: The target audience for this course would be any sourcing professional who uses the SmartSource tool for bidding projects and has a basic understanding of how to set up an auction or sealed bid.	Post-Training Expectations: After this training, you should be able to: Create an Excel Bidding Project Create and use MetaBid formulas Create a Dutch Auction Have a better understanding of when to use different bidding formats

• 11:45am: Lunch/Networking
• 1:00pm: Workshop Session 3 & 4

  Workshop Session 3 Introduction and Review: Auctions
  Topics covered: Setup of a live bidding event Bidder view options in live event Setup of the length of an auction Setting bid decrements and time extensions Creating Standard and ItemBid lots in an auction Creating items in lots Managing the live event during an auction Review of bidders view of auction Review bidding reports Best practices on creating lots	Course Description: In this workshop, we will focus on creating a project in SmartSource and setting up a bidding structure for an auction. We will discuss setting up basic lotting structures for an auction and how to manage the live event page of the auction.
  Target audience: The target audience for this course would be any sourcing professional who needs a basic understanding of setting up and managing an auction in SmartSource.	Post-Training Expectations: After this training, you should be able to: Create a project with a reverse auction structure Setup the bidder options for an auction Manage the live event options during an auction Understand the bidders view of an auction
  Workshop Session 4 Project and Live Event Management
  Topics covered: Best Practices in Project Management Creating Activities & Triggers Supplier Communication Best Practices Revising a project and how this affects suppliers Best practices in formatting a Live Event Best practices for training suppliers for a Live Event Managing a Live Event	Course Description: In this workshop, we will review best practices and strategies for managing a project, including using Project Management, how to communicate with and train suppliers, formatting a Live Event, and managing a Live Event.
  Target audience: The target audience for this course would be any sourcing professional who uses the SmartSource tool for running Live Events and would like to have a more in depth knowledge of managing a Live Event in SmartSource.	Post-Training Expectations: After this training, you should be able to: Effectively manage a Live Event Create and add activities and triggers to your project's timeline Have a better understanding of how to communicate with suppliers during an event in SmartSource

• 3:00pm: Break
• 3:15pm: User Panel / Analyst Discussion
• 5:00pm: Cocktails & Hors d'oeuvres/Networking/Demo Showcase
• 7:00pm: End of Day 1

• 8:00am: Breakfast/Registration
• 9:00am: Workshop Session 5 & 6

  Workshop Session 5 SmartContracts and SmartSupplier Review and Best Practices
  Topics covered: Contracts Creating fields, types and triggers Reporting and searching Best Practices Supplier Profiles Creating fields, profiles and triggers Self Registration Searching Best Practices	Course Description: In this workshop, we will review the how to and best practices associated with SmartContracts and SmartSupplier. Approximately 45 minutes will be devoted to each topic, and then attendees will be able to participate in an activity of their choice involving one of the two topics.
  Target audience: The target audience for this course would be any sourcing professional who uses or would like to use the SmartSource tool for managing contracts and/or suppliers and supplier profiles.	Post-Training Expectations: After this training, you should be able to: Create a contract and manage contracts Create supplier profiles and manage profiles Understand basic best practices for appropriate fields and triggers in both platforms.
  Workshop Session 6 Negotiation Review
  Topics covered: Types of negotiations Win - Lose Win - Win Effective negotiation skills Phases of negotiations Preparation Negotiation Post Negotiation	Course Description: In this workshop, we will discuss the different types of negotiation strategies, negotiation skills, and understand the different phases of the negotiation process.
  Target audience: The target audience for this course would be any sourcing professional who would like to better understand the practice of negotiations in the business environment.	Post-Training Expectations: After this training, you should be able to: Understand the types of negotiation strategies that can be used Understand what skills are needed to be effective at negotiations Understand the phases of negotiations and how to prepare for a negotiation

• 11:00am: End of Conference