Training

Public Classes

Public classes are open to all, and are scheduled at various locations in North America. These classes are your best option for learning Daylite or Merlin, with an instructor led, lab exercise based curriculum.

Online

For those of you who have time limitations or don’t wish travel, our online or web based training is an excellent choice. These are generally offered as a sequence of multi-day classes. One does not get the benefit of face-to-face student teacher interaction.

Private Classes

If you have a large group, or simply want to focus on your specific training needs, we can create a solution just for you. We can train you in the comfort of your office, and save you the hassles and wasted time spent on travel.

Course Selection

Please select a session from the calendar on the right, for complete details.

Merlin Project • $1500

Merlin is the leading Project Management(PM) software for Mac. Merlin has the potential to bring your business to new heights of success. The feature set is so extensive, that even makers of other PM software use Merlin in-house. Plan ahead, Plan better, Lower costs & Increase profits.

Day 1 • $500Day 2 • $800Day 3 • $800

Graphical User Interface - Merlin Project brigs with it a brand new user interface. Just as beautiful as it is, it is full of new options. This is a half day crash course on the brand new user interface.

Introduction - Project Management Basics, Elements, Data Exchange, Resources & Scheduling

Advanced - Finances, Tracking (Planned vs. Actuals), Program Management, Printing, Reporting, Sharing ( Local & Server)

Merlin Project Online • $1800 Complete Series (Individual Sessions Listed Below)

Merlin is the leading Project Management(PM) software for Mac. Merlin has the potential to bring your business to new heights of success. The feature set is so extensive, that even makers of other PM software use Merlin in-house. Plan ahead, Plan better, Lower costs & Increase profits.

Introduction • $100Interface • $100Inspector • $200Library • $100Styles • $200Attachments • $200Project Structure • $200Resources I • $200Resources II • $200Tracking • $200Multi-Project • $100Server • $200Integration • $200Reports • $100

Introduction to the Merlin Project User Interface

An in depth look at the Views and Search & Find functions

The command center of your project, the Inspector, manages everything for you. Understanding how it works, is critical to your successful implementation of Merlin Project.

As the name would suggest, a repository of frequently used bits of information. These bits can be very very small or very very large. If you want to streamline your use of Merlin Project, then fluency with the Library is a must.

Merlin Project has an incredibly beautiful and sleek interface. But not everyone likes the same things. Thus, we have hundreds of options, giving you total control of how your project looks to you.

Merlin Project has redefined the concept of Elements. Attachments & Details, is much more powerful way of organizing and storing data within your project file. No project was a success, fumbling in the dark. Success requires the right information at the right time.

So you have been creating activities, and using Merlin Project as a way to create pretty list of your project plan. Well there is a whole lot more to a project than, pretty lists. When activities are organized and linked, the project structure begins to take shape. This the starting point for managing your project. While the linking is as simple as point & click, what you link and where is the trick.

Someone has to do the work. We will examine the types of resources available and how we assign them to the project.

Let’s have a look at the availability of our resources and how they are being utilized.

So you want to know what happened? Merlin Project allows you to track your progress and compare it to your planned numbers. The only way to keep perspective and control.

What you have more than one project? You want one project file for all the projects? Yes of course, Merlin Project can give this to you. How you ask, well it’s all magic or perhaps just a click of the mouse.

We rarely work solo these days. Merlin server gives us the ability to not only share and collaborate on our projects, but also remote access. It also give us the ability to connect via iOS devices & web browser (limited functionality). This is a technical session, and recommended for people implementing the server application.Merlin Project Server is not available at present</>

Think outside the sandbox is the mantra of many a project planner. This also means that Merlin Project has to play nice with the other kids in the playground. Using other tools to brainstorm or plan projects and import & export of data in other formats, are critical to functionality of a Project Manager. Merlin Project gives this to you. We will look at all the ways to do this.

Need to see something in black & white or perhaps even multi-color? Merlin Project reports are a great way to do just that. We will look at how you can get the most out of Merlin Project using reports.

Daylite • $799

Daylite is the leading CRM software for Mac. Daylite is feature rich with endless possibilities, all inside of a beautiful user interface. If used to it’s fullest potential, Daylite has the power to help you revolutionize your business.

Day 1Day 2

Getting started with Daylite Intro to concepts, interface, & data entry best practice An intermediate level class focusing on Classifications, Tasks management, and iOS integration

Taking Daylite to the next level An in depth course on Opportunities & Projects, Workflows through Pipelines & Activity Sets, and reports using Insight View.

Daylite Web • $499 All Sessions

Daylite is the leading CRM software for Mac. Daylite is feature rich with endless possibilities, all inside of a beautiful user interface. If used to it’s fullest potential, Daylite has the power to help you revolutionize your business.

Part A • $149Part B • $149Part C • $149Part D • $149

Concepts & Everyday Use • Getting started, Intro to concepts, interface, & data entry best practice

Getting Organized and Efficient • An intermediate level class focusing on Classifications, Tasks management, and iOS integration

Winning New Business • An in depth course on Opportunities, Workflows through Pipelines & Activity Sets, and reports using Insight View

Projects, Tasks & Workflows • An in depth course on Projects, Workflows through Pipelines & Activity Sets, and reports using Insight View

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