Technical Consultancy Packages

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Technical Consultancy Packages

If you are interested in one or more of the consultancy packages, or want to discuss a package specific to requirements, please complete our request form here and one of our team will be in touch. You can also complete a more general Custom Training Request form if what are looking for is not listed below.

MRI Technical Consultancy Package - Certificate Renewals

Assistance updating your application(s) to the latest certificate

Consultancy Package Consultancy

MRI Technical Environment Copy - MRI Asset Management

Refresh your non-live data for training, development work or for UAT prior to an upgrade

Environment Copy Consultancy

MRI Technical Environment Copy - MRI Finance Enterprise (OpenAccounts)

For those needing an OpenAccounts & eBIS environment copy to refresh non-live data for training, development work or for UAT prior to an upgrade

Environment Copy Consultancy

MRI Technical Environment Copy - MRI Housing Enterprise

For those needing an MRI Housing Enterprise environment copy and a refresh of non-live data for training/development work or prior to an upgrade.

Environment Copy Consultancy

MRI Technical Environment Copy - VersionOne

For those needing a VersionOne environment copy to refresh non-live data for training, development work or for UAT prior to an upgrade

Environment Copy Consultancy

MRI Technical Server Migration - IMS

For those hosing MRI IMS on-premise & wishing to move onto supported Windows Server OS

Migration Consultancy

MRI Technical Server Migration - MRI Asset Management

For those hosing MRI Asset Management on-premise & wishing to move onto supported Windows Server OS

Migration Consultancy

MRI Technical Server Migration - MRI Finance Enterprise (OpenAccounts & eBIS)

For those hosing OpenAccounts and eBIS on-premise & wishing to move onto supported Windows Server OS

Migration Consultancy

MRI Technical Server Migration - MRI Housing Enterprise

For those using MRI Housing Enterprise on-premise and currently operating on an end-of-life Windows Server OS who wish to move MRI Housing Enterprise onto a supported Windows Server OS.

Migration Consultancy

MRI Technical Server Migration - VersionOne

For those hosing VersionOne on-premise & wishing to move onto supported Windows Server OS

Migration Consultancy

MRI Repairs Consultancy Package – Upgrade to the latest Version of MRI Repairs Web

For companies who have not upgraded their version of MRI Repairs for some time and wish to take advantage of the latest features.

MRI Repairs Upgrade - Mobile Upgrade to latest version

For companies who have not upgraded their version of MRI Repairs for some time and wish to take advantage of the latest features.

MRI Technical Upgrade - IMS

For the latest release of MRI IMS and the enhancements that come with it or to add new datamarts

Upgrade Consultancy

MRI Technical Upgrade - MRI Asset Management

For those requiring MRI’s Technical Services to perform the MRI Asset Management upgrade

Upgrade Consultancy

MRI Technical Upgrade - MRI Finance Enterprise (OpenAccounts)

Have MRI’s Technical Services perform your OpenAccounts and eBIS upgrade

Upgrade Consultancy

MRI Technical Upgrade - MRI Housing Enterprise

For those requiring assistance to peroform an MRI Housing Enterprise upgrade to the latest release.

Upgrade Consultancy

MRI Technical Upgrade - Progress Minor Patch Release

For those who require assistance applying the latest minor patch release against Progress Server and Client installations

Upgrade Consultancy

MRI Technical Upgrade - V1

To have MRI’s Technical Services perform your VersionOne upgrade

Upgrade Consultancy

Qube PM: Manager Hub - eLearning

This self-paced course will demonstrate the Manager Hub in Qube PM.

eLearning Qube PM

[separator] Evolution Live Training

Evolution: At your Service (1 day course) - Live Training

A solid understanding for new users of the platform's core functionalities.

Live Training Evolution

Evolution: Contractor (1 day course) - Live Training

Provides beginners in Contractor with a solid understanding of the core functionalities, including how to navigate the interface, configure system settings & utilise essential features.

Live Training Evolution

[separator] Evolution On Demand

Horizon: Lease Payable Management - eLearning

This self-paced course will demonstrate how to create a new lease record via the Lease Payable Agreement Wizard in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Setting Up a Landlord Supplier or Vendor - eLearning

This self-paced course will demonstrate how to create a new Supplier / Vendor record and set it up as a Landlord in MRI Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon / MRI ProLease Enterprise eLearning Series

eLearning Horizon ProLease Enterprise

MRI Evolution (V7): Basics - eLearning

Review basic functionality in MRI Evolution.

eLearning Evolution

Connecting MRI Evolution (V7) and Property Central - Video

Learn how MRI Evolution and Property Central connect to support end-to-end facilities and financial workflows.

Video Property Central Evolution

Connecting MRI Evolution (V7) and Qube - Video

Learn how MRI Evolution and Qube connect to support end-to-end facilities and financial workflows.

Qube PM Video Evolution

Connecting MRI Evolution (V7) and Horizon - Video

Learn how MRI Evolution and Horizon connect to support end-to-end facilities and financial workflows.

Horizon Video Evolution

MRI Asset Management Health Check – Full

For existing users of MRI Asset Management who wish to undertake a review of the current configuration and receive adhoc advice and recommendations.

Health Check Consultancy

Qube PM Exclusive Courses

Qube PM: Improving your Credit Control Processes - Video

Bite-sized session to help improve your credit control processes .

Qube PM: Value-added System Administration - Video

Focuses on the self-serve capabilities within Qube PM & showcases tips and tricks of system admin tools.

Qube PM: Navigation - eLearning

This self-paced course will demonstrate navigation and search in Qube PM.

eLearning Qube PM

Horizon: Lease Renewal Process - eLearning

This self-paced course will demonstrate how to process a lease renewal, such that its term is extended.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Lease Payable Landlord Reconciliation - eLearning

This self-paced course will review the Landlord Reconciliation functionality within Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Payment Change Processes - eLearning

This self-paced course will demonstrate key payment change processes.

eLearning Horizon eLearning Courses ProLease Enterprise

Qube PM: How to Onboard Data Efficiently - Video

Best practices of using Qube PM to load property financials, import unit/tenant/charge records in bulk and batch post-opening balances.

Evergreen: Upgrade / Update Pack Application

Managed application of software update packs

Evergreen Consultancy Package Evergreen Consultancy

Evergreen: New Features – Walk Through

Guided review and adoption of new features

Evergreen Consultancy Package Evergreen Consultancy

Evergreen: Drop-in / Surgery Session

Expert user support and best‑practice guidance

Evergreen Consultancy Package Evergreen Consultancy

Revenues & Benefits: Interfaces - Consultancy

We understand that each organization has unique requirements, and our team is adept at developing scripts that meet your specific needs. Whether you require scripts for routine data transfers, complex data transformations, or integration with various management reporting tools, we have the expertise to deliver.

Consultancy Revenues & Benefits

Revenues & Benefits: Bespoke SQL Writing Service - Consultancy

To support local authorities by writing custom SQL queries that extract data from the MRI Revenues & Benefits and EDMS databases, tailored to specific business needs.

Consultancy Revenues & Benefits

Revenues & Benefits: Digital Forms Customisation - Consultancy

This one-day consultancy provides practical guidance on customising MRI Revenues & Benefits digital forms. Participants will develop the skills required to configure form structures, apply validation and workflow rules, and follow best-practice approaches to ensure accuracy, compliance, and efficient service delivery.

Consultancy Revenues & Benefits Digital Forms

Revenues & Benefits: Totals & Reconciliations Hub - Live Training

The totals and reconciliations hub ensures that the benefits application balances with all the other linked applications – CTS, Debt management, Payments, and Rents. This training will help sites set up the Totals and Reconciliations Hub for the first time.

Live Training Revenue & Benefits Benefits

Revenues & Benefits: Bespoke Cleansing of Database - Consultancy

This service involves general housekeeping tasks to remove old report tables, cleanse unwanted data from lookup tables (such as employers, landlords, collectors), and remove old unwanted documents. This service ensures that the database remains organized, efficient, and free from clutter.

Consultancy Revenues & Benefits

Revenues & Benefits: Digital - New Claims and Change in Circumstance Automation - Live Training

Customers who have purchased a digital Eclaim or Ecic form should be aware that MRI are able to automate the processing of these forms via the MRI Revenues & Benefits application.

Live Training Revenue & Benefits Benefits

HousingBrixx Bespoke Training Package

This training package is aimed at Finance Staff involved in Long Range Planning and Regulatory Returns.

Exclusive Training Consultancy

MRI Rough Sleeper Pathways Training Package - System Overview Training

A functional overview of the module, to enable users get up to speed quickly or refresh and expand knowledge.

Exclusive Training Consultancy

MRI Document Management Health Check

For existing users of MRI Document Management who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Finance Enterprise Consultancy Package – Version One Review

A review of Version One invoice automation configuration & operation for existing users of MRI Finance Enterprise (Version One)

Education: SEND Portal - Implementation Package

The MRI Education SEND Portal allows parents, young people, and professionals to request and contribute to Education, Health and Care Plans, share views and documents, support assessments, and take part in annual reviews.

Live Training Education Product Implementation & Training Product Implementation

MRI Repairs Consultancy Package – Data Health Check

Get the benefits of capturing and utilising data effectively in MRI Repairs.

Health Check Consultancy

MRI Repairs Training Package - Tile Dashboard and Database Training

An exploration of the tile reporting dashboard module, covering &management of tiles, all configurable components, the use of placeholders and more.

Exclusive Training Consultancy

MRI (ARA) Accommodation Rent Accounting Training Package - System Overview Training

A functional overview of the module, to enable users get up to speed quickly or refresh and expand knowledge.

Exclusive Training Consultancy

MRI Housing Enterprise BPM Consultancy Package – Home Purchase Event Alerts

Enables specific home purchase application events to trigger emails & work items, to notify internal and external contacts, and more.

Consultancy Package Consultancy

Report Gateway: Packets & Batches (Ascend) - eLearning

A self-paced course that will introduce you to Packets and Batches in Report Gateway

eLearning Report Gateway

Evolution GO: Standard Activity (1 day course) - Live Training

Provides comprehensive training on MRI Evolution GO Standard activity, including Portal usage.

Live Training Evolution

Evolution: UAT Training and Support - Consultancy

This session is designed to prepare users for the User Acceptance Testing (UAT) phase of the MRI Evolution implementation.

Consultancy Evolution

Evolution: Foundation Overview (4 hour course) - Live Training

Introduces users to MRI Evolution, providing a solid understanding of the platform's core functionalities.

Live Training Evolution

Evolution: PPM Management (1 day course) - Live Training

Comprehensive training in asset management, covering asset creation, hierarchy & condition control and planned maintenance.

Live Training Evolution

MRI Repairs Consultancy Package - Implementation of Damp and Mould

Capture the presence of Damp and Mould via MRI Repairs Mobile, trigger workflow processes & reporting and more.

Consultancy Package Consultancy

MRI Housing Enterprise Health Check - Repairs Solution

For existing users of MRI Housing Enterprise Repairs Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice & further recommendations.

Health Check Consultancy

Revenues & Benefits: Subsidy Completion Service - Consultancy

Having balanced and reconciled hundreds of subsidy claims, and possessing an intimate knowledge of the MRI Benefits application, our Business Consultants are ideally placed to assist you in reconciling your claim.

Consultancy Revenue & Benefits Benefits

MRI Repairs Consultancy Package – Implementation of the Subcontractor Portal with Self Billing

Manage the full workflow of subcontractor jobs from issue to payment within the MRI Repairs Solution.

Consultancy Package Consultancy

Evolution: Floorwalking/Go Live Support - Consultancy

This session provides on-site or remote assistance during the initial rollout of MRI Evolution.

Consultancy Evolution

MRI Housing Enterprise Training Package – Common User Management and Security

How to set up user credentials, learn the difference between User and Officer and how to decide which functionality to provide to each user.

Exclusive Training Consultancy

Planet: Introduction to Reporting Training - Consultancy

For users involved in strategic/operational management reporting using Planet reporting tools.

qplanet fundtech Planet Exclusive Training Consultancy

MRI Document Management Training Package - System Admin Training

For System Admin Users that look after the Document Management system, manage users, permissions and troubleshoot issues.

Exclusive Training Consultancy

Sales and Lettings: Front Office Sales Workshop - Consultancy

Understand and maximise the benefits of using the Sales module to help manage the complete agency sales process.

Leasing Agent qslm saleslettings Sales and Lettings Exclusive Training Consultancy

MRI Income Management Health Check – Income Analytics Solution

For existing users of MRI Income Analytics Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

Revenues & Benefits: Business Rates Recovery - Live Training

This course is designed for anyone responsible for Recovery & Enforcement within Business Rates including Court Officers and Visiting Officers. It covers all aspects of the Recovery cycle and includes all relevant functionality such as application parameters and Recovery batch processes.

Consultancy Revenue & Benefits Business Rates Revenues

Qube PM: Service Charges Reporting - Consultancy

Produce professional looking service charge year-end reports and documentation in a single reporting pack, to be used in association with your property financials.

Consultancy Package Consultancy

MRI Repairs Consultancy Package – Letter set up and creation

Enables the triggering of letters to happen throughout the job and event lifecycle.

Consultancy Package Consultancy

MRI Housing Enterprise BPM Consultancy Package – Void Alerts

Enhances the standard core product by enabling automated workitems/email alert sending, and likewise for clients using our Property Lettings Solution.

Consultancy Package Consultancy

MRI Homelessness Reduction Training Package - System Overview Training

A functional overview of the module, to enable users get up to speed quickly or refresh and expand knowledge.

Exclusive Training Consultancy

MRI Housing Enterprise Health Check – Rent Accounting Solution

For existing users of MRI Housing Enterprise Rent Accounting Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Housing Enterprise Health Check - Arrears Management Solution

For existing users of MRI Housing Enterprise Arrears Management Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Asset Management Health Check – Mini

For users of MRI Asset Management wanting a review of the current configuration, ad-hoc advice and recommendations.

Health Check Consultancy

Evolution: Bespoke Training Course - Consultancy

Tailor your training, by choosing from a variety of modules to create a customised learning program that meets your organisation's specific needs.

Consultancy Evolution

Qube PM: Correspondence - Consultancy

Provision of standard mailmerge templates and guidance on how to produce, create & modify a variety of documents.

Consultancy Package Consultancy

Planet: Planet Web Portal Configuration/Use Training - Consultancy

For users involved in configuration and management of the MRI Planet Web Portal.

qplanet fundtech Planet MRI FM Exclusive Training Consultancy

MRI Finance Enterprise Consultancy Package – OpenAccounts VAT and Making Tax Digital (MTD) Review

For existing users of MRI Finance Enterprise (OpenAccounts) who would like a review in relation to VAT & Making Tax Digital (MTD) requirements/compliance, and ad-hoc advice & further recommendations.

Consultancy Package Consultancy

MRI Accommodation Rent Accounting Health Check

For existing users of MRI Accommodation Rent Accounting to understand how efficiently they are using the system, including a of review existing business processes, ad-hoc advice and recommendations.

Health Check Consultancy

Sales and Lettings: Front Office Lettings Workshop - Consultancy

Help users to understand and maximise benefits from this module and to help manage the lettings process from MA to check in.

Leasing Agent qslm saleslettings Sales and Lettings Exclusive Training Consultancy

MRI Repairs Training Package - System Admin Training

This course covers the fundamental tasks of an MRI Repairs Administrator.

Exclusive Training Consultancy

Revenues & Benefits: Council Tax Precept Load - Consultancy

A managed service provided by MRI Professional Services to support councils in updating, validating, and importing annual Council Tax precept Band D values and deriving full Bands A–H within the MRI Revenues & Benefits system. Designed to reduce administrative effort and eliminate risk, the service ensures your new year precepts are calculated and imported with complete confidence.

Consultancy Council Tax Revenues & Benefits

Revenues & Benefits: Database Conversion - Consultancy

The "Revenues & Benefits Database Conversion" project is migrating data into MRI Revenues and Benefits databases based on an agreed System Start Date from other third-party systems. This service ensures a seamless transition of data from legacy systems to the MRI Revenues and Benefits system, maintaining data integrity and continuity of operations.

Consultancy Revenues & Benefits

Revenues & Benefits: Freedom Of Information Service - Consultancy

Available for each of the applications Housing Benefit (including Council Tax Support and Overpayments), Council Tax and Business rates, any freedom of information can be investigated up by the business consultants who will create an SQL and report these back to you within the relevant timescales.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: End of Year Managed Service - Consultancy

This service offers customers vital resilience during a high-pressure period of the financial year and much needed capacity to ensure that all tasks can be completed in a timely manner.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: Education Benefits Migration - Consultancy

The "Education Benefits Migration" service involves migrating Free School Meals (FSM) and Education Benefits (ED Bens) records from a third-party database into the Housing Benefit system of the MRI Revenues and Benefits application. This service ensures that all relevant data is accurately transferred and integrated into the new system, maintaining data integrity and accessibility.

Consultancy Revenues & Benefits Education Benefits

Revenues & Benefits: Database Mergers - Consultancy

The "Revenues & Benefits Database Mergers" project involves merging existing MRI Revenues & Benefits databases in use by multiple councils into one new unitary authority database. This is a complex project, and we ensure that all relevant data is accurately transferred and integrated into the new unified system, maintaining data integrity and accessibility.

Consultancy Revenues & Benefits

Revenues & Benefits: Digital Forms Module Upgrades - Consultancy

This consultancy service supports organisations using MRI Revenues & Benefits digital forms by strengthening skills and knowledge required to manage form module upgrades effectively. It helps ensure digital forms are kept up to date with the latest module versions.

Consultancy Revenues & Benefits Digital Forms

Revenues & Benefits: Insight Report - Consultancy

Our Report Writing Services leverage SQL Server Reporting Services (SSRS) to create comprehensive, custom reports for the MRI Revenues & Benefits database. These reports are designed to provide valuable insights and support decision-making processes within your organization.

Consultancy Revenues & Benefits

Revenues & Benefits: Debtors Migration - Consultancy

The "Debtors Migration" service involves migrating debtor data from a third-party system into the Corporate Debt Management module within the MRI Revenues and Benefits application.

Consultancy Revenues & Benefits Debt Management

Revenues & Benefits: Digital Forms Review - Consultancy

This consultancy provides a structured review of digital forms used across Council Tax, Business Rates, and Benefits services. The review assesses existing forms within the live operational environment and identifies opportunities to optimise performance and maximise return on investment.

Consultancy Revenues & Benefits Digital Forms

Revenues & Benefits: Re-referencing - Consultancy

This service involves general housekeeping tasks to remove old report tables, cleanse unwanted data from lookup tables (such as employers, landlords, collectors), and remove old unwanted documents. This service ensures that the database remains organized, efficient, and free from clutter.

Consultancy Revenues & Benefits

Revenues & Benefits: Data Cleanse - Consultancy

The "Data Cleanse" service involves clearing out all data from the MRI Revenues and Benefits database prior to an agreed system start date (SSD). This service ensures that the database is free from outdated or irrelevant data, providing a database that is much cleaner and efficient for day-to-day business operations.

Consultancy Revenues & Benefits

Revenues & Benefits: Bespoke SQL Service - Consultancy

This Whilst each application incorporates a suite of batch programs designed to report on or manage caseload and circumstances, it is anticipated that our customers may require bespoke reports to meet a need. Such bespoke developments may be necessitated to report on or minimize user error, following a Freedom of Information request or to tidy up data.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: Archiving & GDPR Service - Consultancy

This Available for the Council Tax, Business Rates and Benefits applications (including the Fraud module), our Archiving & Data Removal Service can significantly improve the performance of batch programs as there are fewer records to analyze.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: Other bespoke Consultancy Services - Consultancy

Choose from our list of other bespoke consultancy services, or use our request form to outline a specific request.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: Council Tax Parish Boundary Changes Service - Consultancy

Council Tax Parish Boundary Changes service automates the process of updating parish boundaries for Council Tax properties. This service is designed to run in conjunction with the customer's End-of-Year (EOY) batch program, ensuring a seamless transition of liabilities between properties.

Consultancy Council Tax Revenues & Benefits

Revenues & Benefits: MRI Digital Portal Database Migration - Consultancy

Migrating data from existing systems into the MRI Digital Portal. This service ensures a seamless transition of data, maintaining data integrity and continuity of operations.

Consultancy Revenues & Benefits Digital Forms

Revenues & Benefits: MRI EDMS Database Migration - Consultancy

Migrating data from third-party Electronic Document Management Systems (EDMS) into the MRI EDMS system. This service ensures a seamless transition of documents and metadata, maintaining data integrity and continuity of operations.

Consultancy Revenues & Benefits EDMS

HousingBrixx: Report Writer Open Course - Live Training

For advanced HousingBrixx users to create reports with advanced analysis capabilities. Click Purchase to book using a credit card. If you wish to be invoiced via a Statement of Work, please use the "Submit the Form" link, below. Price: £510 including VAT.

Qube PM: Discovering Qube PM (Open) - Live Training

For those with an active role in inputting, updating & retrieving information.

Live Training EMEA qpm Qube Property Management Open Training

Qube PM: Report Wizard Fundamentals Half Day (Open) - Live Training

For those comfortable using Qube, but who have a limited knowledge of the Report Wizard functionality and wish to learn the skills needed to confidently format and build reports.

Live Training EMEA Qube Property Management Open Training

MRI Horizon - Lease Receivable Management

MRI Housing Enterprise Health Check – Service Charges Solution

For existing users of MRI Housing Enterprise Service Charges Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

HousingBrixx Report Writer Open Training - Booking Request Form

Booking Request Form for Report Writer - Live Training (SoW - Invoice Process)

Education: Early Years – Self Update Provider Portal (SUPP) - Implementation Package

This course outlines MRI Education’s standard approach for the implementation of Self Update Provider Portal (SUPP) module within the Provider Portal for both the Local Authority and Service Provider.

Live Training Education Product Implementation & Training Product Implementation

Education: Archive and Delete - Live Training

The aim of the solution is to provide authorities with an overview of the Archive and Delete functionality within MRI Education, system defaults and alerts, and provide training on the use of the functionality.

Live Training Education Data and Reporting

Education: Address Cleaning - Live Training

In this session, you will learn how addresses support the MRI Education system and why maintaining high-quality address data is essential for the services that depend on it for daily processes.

Live Training Education Data and Reporting

Education: Crystal Beginner Work Package - Live Training

Crystal has been a vital tool for MRI Education users and support staff. Delegates will learn the basics of Crystal from the setup of options to being able to create a basic report.

Live Training Education Data and Reporting

MRI Housing Enterprise BPM Consultancy Package – Centralised Notes

All existing notes will be migrated into the new centralised notes store & ongoing notes entered into MRI Housing Enterprise are automatically synchronised real-time.

Consultancy Package Consultancy

Evolution: Sales Invoicing Module (1 day course) - Live Training

This one-day course provides training on the setup and use of the Sales Invoicing module.

Live Training Evolution

[separator] Evolution Consultancy

Evolution: Concept Report Writer (2 day course) - Live Training

A comprehensive exploration of report designing and layout using Evolution.

Live Training Evolution

MRI Evolution (V7): Sites, Buildings, Floors, and Locations - eLearning

Learn how to set up sites, buildings, floors, and locations in MRI Evolution.

eLearning Evolution

Evolution: Projects Module (1 day course) - Live Training

Gain a comprehensive set of practical skills, including module navigation, authorization models, risk registers, recharge codes and much more.

Live Training Evolution

MRI Manhattan Health Check

For existing users of MRI Manhattan who want a review of the current configuration and receive ad-hoc advice and recommendations.

MRI Workplace Central Health Check

For existing users of MRI Asset Management who want a review of the current configuration and receive ad-hoc advice and recommendations.

Consultancy consultancy

MRI Horizon - Home Hubs & Gadgets (3-hr)

Evolution: Quotes Module (1 day course) - Live Training

Learn to use key aspects of the Quotes Module, to enable streamlined and effective quotation processes.

Live Training Evolution

Evolution: Foundation Skills (3 day course) - Live Training

Three-day foundational course, covering a wide range of system functionality.

Live Training Evolution

MRI Repairs Consultancy Package – Text Message set up and creation

Enables the triggering of text messages to happen throughout the job and event lifecycle.

Consultancy Package Consultancy

MRI Rough Sleeper Pathways Health Check

For existing users of MRI Rough Sleeper Pathways who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

Planet: Management of Resources Training - Consultancy

For users responsible for managing the internal/external distribution of Work Orders using the Planet Management module.

Financials qplanet Accountant Planet MRI FM Exclusive Training Consultancy

MRI Homelessness Reduction Health Check

For existing users of MRI Homelessness Reduction who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

Evolution: End User Training - Consultancy

This training is designed to introduce everyday users to the core functions of MRI Evolution that are relevant to their roles.

Consultancy Evolution

Evolution: Drop-in Sessions - Consultancy

Flexible, informal support for users who have questions or need additional guidance while using MRI Evolution.

Consultancy Evolution

MRI Allocations Training Package - System Overview Training

A functional overview of the module, to enable users get up to speed quickly or refresh and expand knowledge.

Exclusive Training Consultancy

Planet: Introduction to Planet Training - Consultancy

Introduces basic structure & navigation concepts for new users or those inputting, updating & retrieving information.

Financials qplanet Accountant Planet MRI FM Exclusive Training Consultancy

MRI Document Management Training Package - User Training

For current or future MRI Document Management users or system Trainers.

Exclusive Training Consultancy

MRI Repairs Consultancy Package – Health Check - Full

For existing users of MRI Repairs who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

Planet: HelpDesk Module Training - Consultancy

For users involved in recording service requests and applying, monitoring & managing Service Level Agreements (SLAs).

qplanet Planet MRI FM Exclusive Training Consultancy

Evolution: Training - Consultancy

Our Training Consultancy service offers a comprehensive and flexible approach to learning and development throughout your MRI Evolution project.

Consultancy Evolution

Education: SQL Basic - Live Training

In this session, you will learn the fundamentals of SQL using MRI Education data, providing an overview of how SQL can help with your wider report writing or alert requirements.

Live Training Education Data and Reporting

Activating your MRI OKTA Account

This video outlines the steps to activate your OKTA account

Evolution: System Administrator (1 day course) - Live Training

Covers all the key, fundamental tasks of an Evolution System Administrator.

Live Training Evolution

Evolution: Stores and Purchase Order (1 day course) - Live Training

Comprehensive training on Stores and Purchase Order modules.

Live Training Evolution

Education: Transport Citizen Portal – Implementation Package

This course supports Local Authorities to implement the Citizen Portal to allow for more efficiently managing the Transport application process for both the parent and the Local Authority.

Live Training Education Product Implementation & Training Product Implementation

Education: Admissions In-Year Dashboard - Live Training

The Admissions in Year Dashboard provides a set of reports to manage In-Year Admissions, without the need to use further spreadsheets or reports to modify that information. This serves as a complete dashboard to help manage applications and work within the Admissions Code of Practice.

Live Training Education Data and Reporting

Qube PM: Credit Control - Consultancy

Produce appropriately detailed tenant debtor reports & leverage standard functionality to improve credit control processes.

Consultancy Package Consultancy

Qube PM: Report Wizard (Open) - Live Training

For those wanting to take advantage of the non-standard reporting feature in Qube PM.

Live Training EMEA qpm Qube Property Management Open Training

Qube PM: Report Wizard (Exclusive) - Live Training

For those wishing to take advantage of the non-standard reporting feature in Qube PM.

Live Training qpm fundtech propmgt Qube Property Management Exclusive Training

Education: Reporting on Timelines - Live Training

Timelines are very useful for completing involvements forms and sticking to time limits set by the timeline. The course shows how you can report on the timeline events to provide management reports or personal monitoring reports on the progress of all active timelines.

Live Training Education Data and Reporting

MRI Allocations Health Check

For existing users of MRI Allocations who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

MRI Horizon - Accounts Receivable (AR)

MRI Horizon - General Ledger

Qube PM:- AI-powered Lease Abstraction & Analytics - Video

Understand the benefits and how Qube PM users can harness the power of AI technology for lease abstraction, lease analysis & automation of your lease data into Qube PM.

PMX CM: X.5.9 Release Training - Video

This video will introduce you to the exciting new features released for Commercial Management in version X.5.9 of Property Management X.

Pre-Recorded Courses Commercial Management Property Management X Pre-Recorded Videos Video

Education: Professional Support Partnership (PSP Service) - Live Training

The Professional Support Partnership Service (PSP) has been designed to help Local Authorities with internal MRI Education operations, support and administration.

Live Training Support Education

Qube PM: Identify & Recover Costs Associated with Void Periods During the Service Charge Year - Video

Deal efficiently with service charges associated with void/vacant periods.

Service Charges Voids Qube PM Video

HousingBrixx Open Training - Booking Request Form

Booking Request Form for 2-day - Live Training (SoW - Invoice Process)

Evolution: Bitesize (1-3 hour courses) - Live Training

Bitesize training courses offer short, focused learning sessions, each designed to cover a specific topic or skill in 1–3 hours, breaking complex processes into manageable, easy to absorb chunks.

Live Training Evolution Bitesize

Evolution: Audit Now (1 day course) - Live Training

An introduction for new users to MRI Evolution GO Audit NOW Module, providing a solid understanding of the Module's functionalities.

Live Training Evolution

Education: Power BI Setup and Reports - Live Training

Power BI is an extremely powerful reporting tool aimed at Management Level to allow managers to easily get information on Reports via a visual interface. There is a built-in analytical tool that will provide an automatic insight on various trends of the data.

Live Training Education Data and Reporting

Revenues & Benefits: Council Tax Recovery - Live Training

This course is designed for anyone responsible for Recovery & Enforcement within Council Tax including Court Officers and Visiting Officers.

Live Training Revenue & Benefits Council Tax Revenues

Revenues & Benefits: Bespoke Consultancy Days - Consultancy

A bespoke consultancy day can address specific requirements you have in more depth and can be tailored to meet your specific needs.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: Total Mobile, Inspections & Building Works - Live Training

Our Total Mobile solution enables customers to move away from paper-based visiting records and transmits data electronically between the mobile device and the MRI Revenues & Benefits back office applications, eliminating the need to rekey data.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Education: Family Information Directory (FID) - Implementation Package

The Family Information Directory (FID) provides a single comprehensive directory of childcare information, facilities, and publications readily available to the local community. The software provides parents, carers, prospective parents, and other interested members of the public with convenient, easy to use information on local childcare provision.

Live Training Education Product Implementation & Training Product Implementation

Education: Provisions Payments Tool - Live Training

The Provision tool suite was developed by Consultants within our Education – Professional Services Team. Having a close working relationship with our Local Authority partners, we identified that significant time savings could be made when using the utilities against existing functionality in MRI Education.

Live Training Education Data and Reporting

PMX RM: X.5.9 Release Training - Video

This video will introduce you to the exciting new features released for Residential Management in version X.5.9 of Property Management X.

Residential Management Pre-Recorded Courses Property Management X Pre-Recorded Videos Video

PMX Financials: X.5.9 Release Training - Video

This video will introduce you to the exciting new features released for MRI Financials in version X.5.9 of Property Management X.

Pre-Recorded Courses Financials Property Management X Pre-Recorded Videos Video

Workplace Central: Space Planning Imports and Exports (UK) - eLearning

This self-paced course will introduce you to the imports and export features in Workplace Central

Property Manager eLearning Administrator Workplace Central Space Planning

Workplace Central: Space Planning Reporting (UK) - eLearning

This self-paced course will introduce you to the Reporting features in Workplace Central

Property Manager eLearning Administrator Workplace Central Space Planning

Education: Free School Meals Citizen Portal Refresher - Live Training

This refresher provides your admissions team with an opportunity to review if they are getting the best use out of the module.

Live Training Education Product Refreshers

Education: FID Family Information Refresher - Live Training

This refresher provides your admissions team with an opportunity to review if they are getting the best use out of the module.

Live Training Education Product Refreshers

Education: Admissions and Transfers Citizen Portal - Implementation Package

The Citizen Portal for Admissions and Transfers is a powerful extension to the core A&T Module providing a convenient online self-service portal for all school applications across your authority, it simplifies the whole process, empowering parents and carers by giving them access to what they need.

Live Training Product Implementation & Training Product Implementation

Education: Free School Meals Citizen Portal - Implementation Package

The Citizen Portal for Free School Meals is extension to Grants and Benefits module. Implementing the Citizen Portal module digitizes the process. But more important than that, it allows the parent to apply and check their eligibility at the point of application.

Live Training Education Product Implementation & Training Product Implementation

Education: Admissions Provider Portal Refresher - Live Training

This refresher provides your admissions team with an opportunity to review if they are getting the best use out of the module.

Live Training Education Product Refreshers

Education: Children in Entertainment & employment (CiEE) – Implementation Package

The Children in Employment and Entertainment (CIEE) is part of the Applications module within v4 Online. We will discuss the pre-requisites for this project in detail with you at the outset of the implementation and ensure that they are in place for the relevant sessions.

Live Training Education Product Implementation & Training Product Implementation

Education: Children in Entertainment & Employment Refresher - Live Training

This refresher provides your CiEE team with an opportunity to review if they are getting the best use out of the module.

Live Training Education Product Refreshers

Education: Crystal Intermediate Work Package - Live Training

Crystal has been a vital tool for MRI Education users and support staff. Delegates will learn the more advance functions on top of the beginner training to create powerful, well-presented reports.

Live Training Education Data and Reporting

Education: Admissions Provider Portal - Implementation Package

The landscape is changing from maintained schools to own admissions authority schools. The Portal for School Admissions engages schools with the admissions process. This package provides your admissions team with a streamlined project to efficiently implement this powerful addition to the A&T Backoffice module.

Live Training Product Implementation & Training Product Implementation

Education: Grants & Benefits with Citizen Portal for Free School Meals - Implementation Package

The Grants and Benefits module is the foundation for the Citizen Portal for Free School Meals. Implementing both modules together makes perfect sense to getting the maximum benefit from your investment in time and resources.

Live Training Education Product Implementation & Training Product Implementation

Education: Crystal to SSRS Conversion Work Package - Live Training

Conversion of Crystal reports to SSRS reports to allow for better presentation, more flexibility and dynamic parameters. Linked reports can also be converted, and steps are provided on how to embed the report.

Live Training Education Data and Reporting

Education: Admissions In Year Citizen Portal - Implementation Package

Managing In-Year requests to change school places is never an easy task, not least because the process can involve complex parental enquiries, where detailed knowledge of each application is crucial. This work package will provide your admissions team with a streamlined project to work to efficiently implement this powerful addition to the A&T Backoffice module.

Live Training Product Implementation & Training Product Implementation

Education: Early Years Better Start – Implementation Package

The Better Start module allows providers to record, with permission, their Child Progress data in the Provider Portal. This is then transferred to your Local Authority v4 Database. The Provider can also make changes and submit them as scores change. Allowing the Local Authority to monitor younger children’s progress much more easily.

Live Training Education Product Implementation & Training Product Implementation

Education: Focused Best Value Review (BVR) - Live Training

The focused Best Value Review involves several sessions concentrating on the use of more mature areas of the system.

Live Training Support Education

Education: Transport V4 - Implementation Package

Transport V4 has been developed and refined in conjunction with our customer base. It is designed to reflect and support the core business processes of a Local Authority Transport team.

Live Training Education Product Implementation & Training Product Implementation

Education: Admissions & Transfers Citizen Portal Refresher - Live Training

The Citizen Portal for Admissions and Transfers is a powerful extension to the core A&T Module. Providing a convenient online self-service portal for all school applications across your authority. It simplifies the whole process, empowering parents and carers by giving them access to what they need.

Live Training Education Product Refreshers

Education: Grants & Benefits Refresher for End of Transaction Protection - Live Training

This course is designed to help you seamlessly adopt a new process for managing free school meals claims with and without Transition Protection.

Live Training Education Product Refreshers

Education: System Admin Training Mentoring and Support Service (SATMASS) - Live Training

This service from the Professional Services Team is a year’s package of training and support for the MRI Education system. It is training and support for the challenging role of supporting the database.

Live Training Support Education

Education: Early Years – Two Year Old Funding Portal - Implementation Package

This course outlines our standard approach for the implementation of the Two Year Old Funding (TYOF) module within the Citizen and Provider Portals for both the Local Authority and Service Provider.

Live Training Education Product Implementation & Training Product Implementation

MRI Horizon - AR Credit Control (half-day)

MRI Horizon - Making Tax Digital (MTD) (2-hr)

MRI Horizon - Cash Book Management & Reconciliation (3-hr)

MRI Horizon - System Administration Refresher

MRI Horizon - Lease Payable Management

Horizon: Overview and Navigation Series - Video

This video series presents an overview of MRI Horizon, and will help you learn how to navigate within the application.

Horizon Pre-Recorded Video Video ProLease Enterprise

Education: Grants and Benefits Import Tool - Live Training

The Grants and Benefits module enable local authorities to maintain accurate and auditable records of pupil and parent entitlement to Free School Meals (FSM) and other child-based financial support within the module.

Live Training Data and Reporting

HousingBrixx Open Training - Live Training

2-day foundational course enabling users to build and flex a detailed HousingBrixx model. Click Purchase to book using a credit card. If you wish to be invoiced via a Statement of Work, please use the "Submit the Form" link, below. Price: £1020 including VAT.

Agora Gateway: Best Practices (Ascend) - eLearning

Setup best practices, organizing your products, and setting up 3rd party apps

eLearning Agora Gateway

Qube PM: Discovering Qube PM (Exclusive) - Live Training

For those with an active role in inputting, updating and retrieving information and/or for individuals new to Qube PM.

Property Manager Live Training qpm propmgt Qube Property Management MRI FM Exclusive Training

Qube PM: General Ledger (Exclusive) - Live Training

For those with an active role in posting, editing & reporting on information within the Qube PM General Ledger.

Live Training Financials qpm Accountant Qube Property Management Exclusive Training

Qube PM: Streamline reactive maintenance orders & AP procedures - Video

How to streamline reactive maintenance orders & accounts payable procedures.

Qube PM: Maintenance Management (Exclusive) - Live Training

For those who take an active role in the handling of property maintenance issues.

Property Manager Live Training Financials qpm Accountant Maintenance propmgt Qube Property Management MRI FM Exclusive Training

Qube PM: Direct Debits (Exclusive) - Live Training

For those with an active role in inputting, updating and retrieving Direct Debit information.

Live Training Financials qpm Accountant Qube Property Management Exclusive Training

Qube PM: Service Charge Year End Half Day (Exclusive) - Live Training

For those who need to understand service charge year end processing.

Property Manager Live Training Financials qpm propmgt Qube Property Management Exclusive Training

Qube PM: Workflow (Open) - Live Training

Guides delegates through workflow processes via practical activities.

Live Training EMEA qpm Qube Property Management Open Training

Qube PM: Manager Hub - Video

An overview of the Qube PM Manager Hub functionality focusing on its enhanced capability, and tips and tricks for all users.

Qube PM: Technical System Review - Consultancy

Analysis of your Qube PM system to achieve greater system optimization.

Consultancy Package Consultancy

Qube PM: Renter's Rights - Video

This course guides you through managing the transition from Assured Shorthold Tenancies (ASTs) to Assured Periodic Tenancies (APTs) in MRI Qube PM, in response to the UK Renters’ Rights Bill.

Qube PM: Workflow (Exclusive) - Live Training

Practical Workflow activities that build in complexity over the course of the day.

Live Training qpm fundtech Qube Property Management Exclusive Training

Qube PM: Service Charges two-day course (Exclusive) - Live Training

For those involved in service charge accounting.

Property Manager Live Training Financials qpm propmgt Qube Property Management Exclusive Training

[separator] Evergreen Consultancy Packages

Qube PM On Demand

Evergreen: Health Check (Annual)

Annual review of configuration and data integrity

Evergreen Consultancy Package Evergreen Consultancy

Qube PM: Managing Diaries half-day (Exclusive) - Live Training

For those who need to monitor critical events.

Property Manager Live Training qpm fundtech propmgt Qube Property Management Exclusive Training

Qube PM: Automating Routines - Consultancy

Understand how to schedule key reports & routines, & setup system validation & housekeeping routines with output distributed to nominated individuals.

Consultancy Package Consultancy

Qube PM: Service Charges 4 x Half Day Sessions (Open) - Live Training

For delegates who have involvement with service charge accounting.

Live Training qpm Qube Property Management Open Training

Qube PM: Improving the Service Charge Budget Process - Video

Improve your service charge budgeting process within Qube PM.

Qube PM: Service Charge Year End Processes - Consultancy

Focused on creating a streamlined yet auditable process beginning with budget creation & culminating in completing Service Charge year-end.

Consultancy Package Consultancy

Qube PM: Onboarding a New Property - Consultancy

Get batches of property data into Qube, ensure appropriate funds & headings are set up, & understand posting opening balances.

Consultancy Package Consultancy

Qube PM: Maintenance Management (Open) - Live Training

For those who manage supplier accounts and payments.

Property Manager Live Training Financials qpm Accountant Maintenance propmgt Qube Property Management MRI FM Open Training Qube PM

Qube PM: System Health Check - Consultancy

Maximise your investment through an analytical approach that aligns with business processes to help you optimize performance.

Consultancy Package Consultancy

Qube PM: Purchase Ledger (Exclusive) - Live Training

For those who manage supplier accounts & payments. Can include Invoice Register & Order Processing, if applicable.

Property Manager Live Training Financials qpm Accountant Qube Property Management Exclusive Training

Qube PM: Workflow Fundamentals Half Day (Open) - Live Training

Understand the core concepts of workflows in Qube & how they can be used to enhance efficiency, enforce process consistency, & improve data accuracy.

Live Training EMEA Qube Property Management Open Training

Qube PM: Sending Mass Communications - Video

This video demonstrates how to send bulk communications to tenants, with a focus on filtering by unit tenure. It enables clients to efficiently send mass emails, including notifications related to the new Assured Periodic Tenancies (APTs), helping ensure all tenants are informed and up to date.

Qube PM Open Courses

Qube PM: Operational Review - Consultancy

A review of your existing business processes within Qube PM, that aims to help you realise its full potential, and includes ad-hoc advice and recommendations for system optimisation.

Consultancy Package Consultancy

Qube PM: Bulk Upload Unit Tenant & Charge Records - Video

How to save time by bulk uploading unit, tenant & charge records into Qube PM

Qube PM: Financials in Property Management (Exclusive) - Live Training

For those who take an active role in inputting, updating & retrieving financial information using Qube PM.

Property Manager Live Training Financials qpm Accountant propmgt Qube Property Management Exclusive Training

Qube PM: Credit Control (Exclusive) - Live Training

For those involved in any aspect of the credit control process.

Live Training Financials qpm Accountant Qube Property Management Exclusive Training

Qube PM: System Admin Training - Consultancy

Designed for your System Administrators or ‘Super Users’, to enhance knowledge and empower them to make appropriate system-level changes.

Consultancy Package Consultancy

Evergreen: Core Evergreen Management

Ongoing planning, governance, and client alignment

Evergreen Consultancy Package Evergreen Consultancy

PMX: X.5 User Interface (EMEA) - eLearning

This self-paced course will introduce you to the user interface in Property Management X.

eLearning EMEA Agora Core Free free Property Management X

PMX AP: Bank Reconciliation (EMEA) - eLearning

This self-paced course will introduce you to bank reconciliation feature in Accounts Payable.

eLearning Accountant Administrator Controller Property Management X

Report Gateway: Users & Security - eLearning

This self-paced course will cover the user management and security features in Report Gateway.

eLearning Administrator Report Gateway

Report Gateway: Sharing & Scheduling Items - eLearning

This self-paced course will review sharing and scheduling items in Report Gateway.

eLearning Administrator Report Gateway

Workplace Central: Space Planning Creating Structural Units (UK) - eLearning

This self-paced course will introduce you to Space Planning and how to create structural units.

Property Manager eLearning Administrator Workplace Central Space Planning

PMX AP: Setup (EMEA) - eLearning

This self-paced course will introduce you to Invoices in accounts payable.

eLearning Accountant Administrator Controller Property Management X

PMX AP: Invoices (EMEA) - eLearning

This self-paced course will introduce you to invoices in Accounts Payable.

eLearning Accountant Administrator Controller Property Management X

Horizon: Lease Payable Activity Management - eLearning

This self-paced course will demonstrate how to manage upcoming reviews, options and expiries for your payable leases in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Accounts Payable (AP)

Evolution: Help-Desk Administration (1 day course) - Live Training

Comprehensive training on using the system's features for efficient task management, resource optimization, streamlined documentation & compliance.

Live Training Evolution

Education: Integrated Youth Support Service (IYSS) - Implementation Package

MRI Education Integrated Youth Support Services (IYSS) is an intuitive case management system providing real-time access to a single, shared view of a young person. Helping teams from different youth-related services work together more efficiently.

Live Training Education Product Implementation & Training Product Implementation

Planet: Planned Maintenance Training - Consultancy

Enable users to create & manage a rolling Planned and Preventive Maintenance (PPM) schedule of inspections/services to support compliance with legal or statutory standards.

qplanet Maintenance Planet MRI FM Exclusive Training Consultancy

Evolution: Crystal Report Writer (2 day course) - Live Training

A comprehensive exploration of report designing and layout.

Live Training Evolution

Planet: Stores Module Training - Consultancy

For users involved in management of Stores items, maintaining stock levels & tracking items to point of use.

qplanet Planet MRI FM Exclusive Training Consultancy

MRI SwapTracker Health Check

For existing users of MRI SwapTracker who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

Horizon: Property Management - eLearning

This self-paced course will demonstrate how to create a new Property record within Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Evolution: Train the Trainer - Consultancy

Equips designated client trainers with the knowledge, skills, and resources needed to deliver effective MRI Evolution training to internal users.

Consultancy Evolution

Report Gateway: Packets & Batches - eLearning

This self-paced course will review packets and batches in Report Gateway.

eLearning Administrator Report Gateway

Evolution: Facilities Booking Module (1 day course) - Live Training

Focuses on the Facilities Booking module, covering module basics, setup & comprehensive booking management.

Live Training Evolution

Evolution: Intuitive BI Dashboard (1 day course) - Live Course

An exploration of the module, covering chart and gauge creation, grid components & effective data filtering.

Live Training Evolution

Planet: Structures Module Training - Consultancy

Enable user to create and maintain Objects (Locations, Assets & Systems) against which work/financial history will be recorded; also covers management of space & maintenance of the Assets Register.

qplanet fundtech Planet MRI FM Exclusive Training Consultancy

Qube PM: Purchase to Pay - Consultancy

Use workflow technology to introduce efficient Purchase to Pay end-to-end processes, which can encompass requisitioning, purchasing, receiving, paying for, and accounting for goods/services.

Enquire Consultancy Package Consultancy Packages Consultancy

Qube PM: Access Security Roles - Consultancy

Review existing role setup & provide guidance on setting them up to enable users to have the required access while ensuring data integrity is maintained

Consultancy Package Consultancy

MRI Horizon - IFRS16 Refresher Training (3-hr)

MRI Horizon - Purchase Ordering (3-hr)

Horizon: End of Lease Processes - eLearning

This self-paced course will demonstrate end of lease processes in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Expense Recovery

MRI Horizon - Estates Management

Horizon: Landlord Charge Raising - eLearning

This self-paced course will demonstrate how to run the Lease Payable Regular Charges Process and finalise payments.

eLearning Horizon eLearning Courses ProLease Enterprise

OnLocation: Analyser Training - Video

This course of short videos is designed to give you an overview and working knowledge of the Analyser.

Pre-Recorded Videos Springboard Video OnLocation

Horizon: System Administration Series - Video

This video series provides a demonstration on some of the tasks carried out by System Administrators

Horizon Pre-Recorded Video Video ProLease Enterprise

Education: Transport Refresher - Live Training

This refresher is intended for those LA’s who have been using Transport V4 for some time but may not be getting the best out of the module.

Live Training Education Product Refreshers

Education: Integrated Youth Support Service (IYSS) Refresher - Live Training

This refresher for IYSS takes stock of how you are using the software, what your local challenges are, then reviews features you may not be using.

Live Training Education Product Refreshers

Education: Admissions Preparation for Next Year Citizen Portal Refresher - Live Training

This course provides your admissions team with a streamlined mini project to take stock of the module to make sure they are prepared for the new admissions rounds.

Live Training Education Product Refreshers

Education: Admissions Subscription Service - Live Training

The MRI Education Admissions Remote Support Service has been designed to help Local Authorities with the management of the Admissions process.

Live Training Support Education

Education: B2B Student & Attendance Refresher - Live Training

The B2B student module is a key tool to managing children’s data. The module can manage changes in school registration, import attendance data, and the aggregated for reporting, schedule to import data from SIMS schools can be scheduled from the module, control rules for data items for different schools, key core student as schools change their data, and import exclusions data from SIMS.

Live Training Education Product Refreshers

Revenues & Benefits: Introduction to Benefits - Live Training

This course is designed for all Benefits staff who will use the MRI Benefits application to process a claimant’s entitlement to Housing Benefit & or CTRS.

Live Training Revenue & Benefits Benefits

[separator] Support

[separator] Product Implementation

[separator] Product Refreshers

[separator] Data and Reporting

Horizon: Accounting Compliance for Equipment Leases - eLearning

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for equipment leases.

eLearning Horizon ProLease Enterprise

Revenues & Benefits: InSight Reporting - Live Training

This course has been designed for anyone using Insight - data retrieval and reporting tool.

Live Training Revenues & Benefits

Planet: Management of Work Orders Training - Consultancy

Enables users to manage the Work Order lifecycle from creation through to closure.

Financials qplanet Accountant Planet MRI FM Exclusive Training Consultancy

Planet: Planet Mobile Configuration/Use Training - Consultancy

This course is designed for users involved in the configuration of the mobile Work Order process.

qplanet fundtech Planet MRI FM Exclusive Training Consultancy

PMX: General Ledger - Enquiry and Reporting (EMEA)

This self-paced course will introduce you to general ledger journal entry enquiry searches and reporting.

eLearning Financials GL EMEA MRI General Ledger Core Free free Enquire Property Management X Free MRI Reporting General Ledger Reports

PMX AP: Suppliers (EMEA) - eLearning

This self-paced course covers the supplier features in Accounts Payable in Property Management X.

eLearning Accountant Administrator Controller Property Management X

Workplace Central: Space Planning Zones, Flex Zones and Neighborhoods (UK) - eLearning

This self-paced course will introduce you to Zones, Flex Zones, and Neighborhoods in Space Planning for Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

OnLocation: Training Request Form - Consultancy

Work with our team of consultants to ensure you and your staff can optimize your implementation of OnLocation.

Consultancy Package Springboard OnLocation Consultancy

Horizon: Organisational Management - eLearning

This self-paced course will demonstrate how to create and manage the key structural components of Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Sales and Lettings: Using MS Word to Create Documents - Video

An overview and tips on creating professional brochures, window cards and signable documents in easy steps using Microsoft Word with MRI Sales and Lettings.

Sales and Lettings Video

Sales and Lettings: Property Management Workshop - Consultancy

Help users understand and maximise the benefits from the Property Management module, including Work Orders, Safety Checks, Inspections, and more.

Property Manager Leasing Agent propmgt qslm saleslettings Sales and Lettings MRI FM Exclusive Training Consultancy

Sales and Lettings: Accounting Workshop - Consultancy

Helps users understand & maximise benefits from the Accounts module, including all aspects of client accounting.

Leasing Agent Sales and Lettings Exclusive Training Consultancy

Workplace Central: Space Planning General Navigation (UK) - eLearning

This self-paced course will introduce you to the General Navigation for Space Planning in Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

MRI Asset Management Health Check – Decent Homes

For clients using MRI Asset Management Survey Module who wish to undertake a review and subsequent report on the current Decent Homes configuration.

MRI Asset Management Consultancy Package - Data Audits

For those using MRI Asset Management and wish to undertake a review of their data to ensure that it remains accurate and current.

Consultancy Data Audit

MRI Housing Enterprise Health Check - Void Management Solution

For existing users of MRI Housing Enterprise Void Management Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

Education: SQL Advanced - Live Training

This session talks delegates through the fundamentals of SQL using MRI Education data. Providing an overview of how SQL can help with your wider report writing or alert requirements.

Live Training Education Data and Reporting

Education: Attendance Report - Live Training

This course includes the main reports that will help to monitor pupils’ attendance and absences. The reports assume that Authorised Absences use codes F I R M C H E S T and unauthorised absence codes of G U N O. Attendances include Approved Education Activities and Lates.

Live Training Education Data and Reporting

Education: SSRS Advanced - Live Training

This session provides an advanced look at the SSRS functionality and how it can be used with the MRI Education system to publish advanced reports.

Live Training Education Data and Reporting

Education: Data Quality Dashboard - Live Training

The Data Quality Dashboard offers a comprehensive solution to improve data quality, ensuring accurate reporting and compliance with regulatory requirements.

Live Training Education Data and Reporting

Education: Transport Route Optimisation – Implementation Package

Route Optimisation provides a crucial tool in achieving Transport efficiency savings. Utilising vehicles to their maximum benefit, saving money, time and administration.

Live Training Education Product Implementation & Training Product Implementation

Revenues & Benefits: Introduction to Business Rates - Live Training

This course has been designed for all Revenues staff who will use the application to administer Business Rates and can benefit Customer Service staff and managers by providing an overview of the application.

Consultancy Revenue & Benefits Business Rates Revenues

Workplace Central: Space Planning Interactive Drawing Viewer (UK) - eLearning

This self-paced course will introduce you to the interactive drawing viewer in Space Planning for Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

Agora Insights: Dashboard (Ascend) - eLearning

This self-paced course will introduce you to the Agora Insights Dashboard.

eLearning Agora Insights

Agora Insights: Overview - eLearning

A general overview of the features of Agora Insights

eLearning Agora Agora Insights

Education: SSRS Beginners - Live Training

This session introduces SSRS functionality and how it can be used with the MRI Education system to publish basic reports.

Live Training Education Data and Reporting

Education: Provider Portal Reporting Tool - Live Training

The Provider Portal Reporting Tool is a simple solution designed to streamline your reporting process and enhance communication with schools.

Live Training Education Data and Reporting

Education: Admissions in Year Citizen Portal Refresher - Live Training

This refresher provides your admissions team with a streamlined project to work to efficiently implement this powerful addition to the A&T Backoffice module.

Live Training Education Product Refreshers

Education: B2B Student & Attendance - Live Training

The B2B student module is a key tool to managing children’s data. The module can manage changes in school registration, import attendance data, and the aggregated for reporting, schedule to import data from SIMS schools can be scheduled from the module, control rules for data items for different schools, key core student as schools change their data, and import exclusions data from SIMS.

Live Training Education Product Implementation & Training Product Implementation

Education: Early Years Financial Dashboard - Live Training

The Early Years Financial Dashboard is designed to provide a detailed level of your data from your database, without the need of using further spreadsheets or reports to modify that information.

Live Training Education Data and Reporting

Education: Ofsted Inspections Report - Live Training

With Ofsted placing increasing emphasis on data-driven judgements, SSRS reports provide the insight needed to respond confidently to inspection lines of enquiry, support continuous improvement, and, ultimately, improve outcomes for children and families.

Live Training Education Data and Reporting

Workplace Central: Space Planning System Administration Setup (UK) - eLearning

This self-paced course will introduce you to the System Administration features in Workplace Central

Property Manager eLearning Administrator Workplace Central Space Planning

Report Gateway: Navigation & Running Reports - eLearning

This self-paced course will introduce you to navigating and running reports in Report Gateway.

eLearning Administrator Report Gateway

Workplace Central: Space Planning User Management and Security (UK) - eLearning

This self-paced course will introduce you to the User Management and Security setup in Space Planning.

Property Manager eLearning Administrator Workplace Central Space Planning

Revenues & Benefits: Business Rates Management Totals - Live Training

This course is designed to equip attendees with the necessary skills to understand and balance the figures supplied via our extensive range of management totals, on-line functionality and batch program routines available for Business Rates.

Consultancy Revenue & Benefits Business Rates Revenues

Revenues & Benefits: Education Benefits - Live Training

This course is designed for Assessment Officers and Training Officers to demonstrate the features and functionality of MRI Benefits’ Education Benefits Module.

Live Training Revenue & Benefits Benefits

Revenues & Benefits: Introduction to Payments - Live Training

This course has been designed for anyone using the application to issue, reissue or reconcile payments in respect of Housing Benefit, Council Tax/ Business Rates refunds, or refunds originating from the MRI Overpayments application and can benefit Customer Service staff, Managers, and Senior Benefit Officers by providing an overview of the application.

Live Training Revenue & Benefits Benefits

Revenues & Benefits: My Tasks - Live Training

This course has been designed for anyone not using the My Tasks functionality within the MRI Revenues & Benefits application, we offer training on a) how to set and configure Standard and User-Defined Tasks and b) configure use of them in the most effective way for your authorities’ requirements.

Live Training Revenue & Benefits Revenues & Benefits Revenues

Agora Gateway: Administration - eLearning

This self-paced course will cover the administration features in Agora Gateway.

eLearning Administrator Agora Hub Agora Gateway

Qube PM: Informal Learning (Exclusive) - Live Training

One-to-one training, providing the advice & expertise of a trainer without the constraints of a prescribed curriculum.

Live Training Financials qpm Accountant fundtech propmgt Qube Property Management MRI FM Exclusive Training

Workplace Central: Space Planning Space Management (UK) - eLearning

This self-paced course will introduce you to the General Navigation for Space Planning in Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

PMX: General Ledger - Financial Format Setup (EMEA)

This self-paced course will introduce you to the Financial Format Setup process in General Ledger

eLearning Financials GL EMEA MRI General Ledger Core Enquire Property Management X Reporting General Ledger Reports

PMX: General Ledger - Journal Entries (EMEA)

This self-paced course will introduce you to five types of General Ledger Journal Entries.

eLearning Financials GL EMEA MRI General Ledger Core Free free Property Management X Free MRI General Ledger Journal Entry

PMX AP: Suppliers (EMEA) - eLearning

This self-paced course will introduce you to Invoices in accounts payable.

eLearning Accountant Administrator Controller Property Management X

Qube PM: How to Use the Manager Hub to Mobilise Data - Video

Bite-sized session to help you get the most of Qube PM using the Manager Hub.

PMX: Security Console for the Web (EMEA) - eLearning

This self-paced course will introduce you to Security Console for Property Management X.

eLearning EMEA Agora Core free Property Management X Security Console Free MRI

Horizon: Accounting Compliance for Real Estate Leases - eLearning

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for real estate leases.

eLearning Horizon eLearning Courses ProLease Enterprise

Workplace Central: Space Planning Utilization (UK) - eLearning

This self-paced course will introduce you to the Space Planning utilization in Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

Horizon: Change of Landlord Process - eLearning

This self-paced course will demonstrate the change of landlord process.

eLearning Horizon eLearning Courses ProLease Enterprise

Education: Early Years Citizen Portal 30 Hours – Implementation Package

The aim of this solution is to assist authorities, providers and parents to ensure the smooth delivery of Citizen Portal 30 hours to meet the Government’s Delivery Support Fund agenda and beyond.

Live Training Education Product Implementation & Training Product Implementation

Education: Early Years – New Implementation Package

The Early Years v4 module provides a comprehensive recording mechanism. Supporting Early Years teams to manage the Early Years provision within their LA. The Early Years module helps to audit and track payments form the Local Authority, through your finances system to the providers.

Live Training Education Product Implementation & Training Product Implementation

Education: Early Years – Provider Portal Headcount - Implementation Package

The Headcount module allows Providers, with permission, to record their Child Funding data in the Provider Portal. This transfers to your Local Authority MRI Education Database. The Provider can make changes and submit them until Headcount closes. Allowing the Local Authority to monitor children’s finances much more easily.

Live Training Education Product Implementation & Training Product Implementation

PMX AP: Monthly Closing Procedures (EMEA) - eLearning

This self-paced course will introduce you to the monthly closing procedures in Accounts Payable.

eLearning Accountant Administrator Controller Property Management X

PMX GL: Setup (EMEA) - eLearning

This self-paced course will introduce you to the General Ledger setup process.

eLearning Financials GL EMEA MRI General Ledger Core Enquire Property Management X Reporting General Ledger Reports enquiry

PMX AP: Payment Processing (EMEA) - eLearning

This self-paced course will introduce you to Invoices in Accounts Payable.

eLearning Accountant Administrator Controller Property Management X

PMX GL: Closing Accounting Period (EMEA) - eLearning

This self-paced course will introduce you to general ledger journal entry closing features.

eLearning Financials GL EMEA MRI General Ledger Core Free free Property Management X Free MRI General Ledger Closing Close

Revenues & Benefits: Digital Forms Create Bespoke Forms - Consultancy

This consultancy is available to all teams across the Authority. It provides end-to-end support for the design and creation of bespoke digital forms, covering process, functionality, and application settings. The service is designed to enhance skills, capability, and confidence in developing high quality digital forms.

Consultancy Revenues & Benefits Digital Forms

Revenues & Benefits: Digital Forms System Administration - Live Training

This one-day course is designed for staff responsible for administering the MRI Revenues & Benefits Digital Forms application. The training can be tailored to meet specific system administration needs.

Live Training Revenues & Benefits Digital Forms

Revenues & Benefits: Introduction to Council Tax - Live Training

This course has been designed for all Revenues staff who will use the application to administer Council Tax and can benefit Customer Service staff and managers by providing an overview of the application.

Live Training Revenue & Benefits Council Tax Revenues

Revenues & Benefits: Council Tax Support Scheme Modelling - Live Training

This training will provide training in the use of MRI’s modeling process, which gives the LA vital financial information of making changes to the existing scheme.

Live Training Revenue & Benefits Council Tax Revenues

Revenues & Benefits: Best Practice Review - Consultancy

The new Best Practice Review offers to assist the customer in getting any recommendations made from the initial review & report, into the live working environment over a 6-month period.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: Business Improvement Districts & BIDS Plus - Live Training

This course covers all aspects of the Business Improvement Districts (BIDs) Module and equips delegates with the ability to create and review BIDs including the creation of BID Accounts and invoking batch processes to raise the BID levy.

Consultancy Revenue & Benefits Business Rates Revenues

Revenues & Benefits: Subsidy Integrity Error Resolution - Live Training

This course covers an introduction to HB6800 Subsidy Integrity Check and Totals & Reconciliation and provides understanding around resolving integrity errors and imbalances together with preventing future occurrences is covered. Each is therefore crucial in ensuring subsidy cells report expected values and linked systems are in balance.

Consultancy Revenue & Benefits Benefits

Revenues & Benefits: Introduction to Debt Management - Live Training

This course has been designed for anyone who will administer Housing Benefit Overpayments including Administration Penalties, recovery on behalf of other authorities and DHPs and can benefit Customer Service staff, managers and Senior Benefit Officers by providing an overview of the application.

Live Training Revenue & Benefits Benefits

Revenues & Benefits: Council Tax Management Totals - Live Training

This course is designed to equip attendees with the necessary skills to understand and balance the figures supplied via our extensive range of management totals, on-line functionality and batch program routines available for Council Tax.

Live Training Revenue & Benefits Council Tax Revenues

Revenues & Benefits: UCDS Automation - Live Training

The ability to automate the processing of UCDS documents has helped many local authorities meeting their processing targets, and improved their service to their benefits customers.

Live Training Revenue & Benefits Benefits

Revenues & Benefits: SQL/QBF - Live Training

This course is not application-specific and therefore focuses primarily upon SQL/QBF syntax, meaning delegates can apply their knowledge across all MRI Revenues & Benefits applications. It is designed to equip users with the necessary skills to retrieve, update and manipulate information held within the database via SQL and QBF.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: System Administration - Live Training

This generic course is designed for anyone who will be responsible for the daily system administration of the MRI Revenues & Benefits applications. The course can also be tailored to focus upon a specific application’s batch program suite, including dependencies, prerequisites, and output.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Revenues & Benefits: Contact Manager - Live Training

This one day course is designed for users of the MRI Revenues & Benefits Contact Manager application. Training can be tailored to address specific functional areas or user requirements.

Live Training Revenues & Benefits Digital Forms

Revenues & Benefits: Templating - Live Training

Each of the MRI Revenues & Benefits applications produce a variety of systemgenerated correspondence, including decision letters, visit notification, bills and reminders in addition to the ability to produce ad-hoc letters such as further information requests, review forms, and memos.

Consultancy Revenue & Benefits Council Tax Business Rates Benefits Revenues & Benefits

Qube PM Consultancy Packages

Report Gateway: Creating Word & PDF Documents - eLearning

This self-paced course will introduce you to the steps for creating Word and PDF templates in Report Gateway.

eLearning Report Gateway

OnLocation: High Street Task Force - Developing Place Analysts - eLearning

This eLearning course will introduce you to various data collection processes and best practices.

eLearning Springboard

MRI Housing Enterprise Consultancy Package – Onboarding additional properties

Guidance on bringing one or multiple properties into into MRI Housing Enterprise, either manually or using import routines.

Consultancy Package Consultancy

MRI Finance Enterprise Health Check – OpenAccounts

For existing users of MRI Finance Enterprise (OpenAccounts) who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Finance Enterprise Health Check – OpenAccounts, eBIS and Version One Document Management

For existing users of MRI Finance Enterprise (OpenAccounts, eBIS and Version One) who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Allocations Consultancy Package – Operational Review

For existing users of MRI Allocations to review how efficiently they are using the system, gain ad-hoc advice and further recommendations.

Consultancy Package Consultancy

MRI Finance Enterprise Training Package – OpenAccounts Executive Desktop Reporting

A refresher in producing financial reports for stakeholders & statutory purposes, plus ad-hoc advice & further recommendations.

Exclusive Training Consultancy

MRI Finance Enterprise Health Check – OpenAccounts and eBIS

For existing users of MRI Finance Enterprise (OpenAccounts and eBIS) who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Finance Enterprise Consultancy Package – OpenAccounts OpenLink

For existing users of MRI Finance Enterprise (OpenAccounts) to review how efficiently they are using the system, gain ad-hoc advice and further recommendations.

Consultancy Package Consultancy

MRI Finance Enterprise Consultancy Package – eBIS Review

For existing users of MRI Finance Enterprise (eBIS) to review how efficiently they are using the system, gain ad-hoc advice and further recommendations.

Consultancy Package Consultancy

MRI Analytics Training Package - Report Training

Enhance and refresh existing product knowledge and empower users to create reports to meet the business needs.

Exclusive Training Consultancy

MRI HomeSwapper & SwapTracker Training Package - System Admin

Empowers System Administrators and Super-Users to make appropriate system-level changes as required by the business.

Exclusive Training Consultancy

MRI Finance Enterprise Consultancy Package – OpenAccounts System Utilities

For existing users of MRI Finance Enterprise (OpenAccounts) who wish to undertake a refresher of the concepts of Systems Utilities, including company creation, parameters, profiles and more.

Consultancy Package Consultancy

Agora Gateway: Getting Started - eLearning

This self-paced course provides a general overview of Agora Gateway.

eLearning Administrator Agora Hub Agora Gateway

MRI Horizon - Overview of Horizon (half-day)

Horizon: Accounting Compliance for Equipment Leases - eLearning

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for equipment leases.

eLearning Horizon ProLease Enterprise

Horizon: Property Management - eLearning

This self-paced course will demonstrate how to create a new Property record within Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Lease Payable Management - eLearning

This self-paced course will demonstrate how to create a new lease record via the Lease Payable Agreement Wizard in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Lease Renewal Process - eLearning

This self-paced course will demonstrate how to process a lease renewal, such that its term is extended.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Payment Change Processes - eLearning

This self-paced course will demonstrate key payment change processes.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Accounting Compliance for Real Estate Leases - eLearning

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for real estate leases.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Change of Landlord Process - eLearning

This self-paced course will demonstrate the change of landlord process.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Organisational Management - eLearning

This self-paced course will demonstrate how to create and manage the key structural components of Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: End of Lease Processes - eLearning

This self-paced course will demonstrate end of lease processes in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Lease Payable Landlord Reconciliation - eLearning

This self-paced course will review the Landlord Reconciliation functionality within Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Setting Up a Landlord Supplier or Vendor - eLearning

This self-paced course will demonstrate how to create a new Supplier / Vendor record and set it up as a Landlord in MRI Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Landlord Charge Raising - eLearning

This self-paced course will demonstrate how to run the Lease Payable Regular Charges Process and finalise payments.

eLearning Horizon eLearning Courses ProLease Enterprise

Horizon: Lease Payable Activity Management - eLearning

This self-paced course will demonstrate how to manage upcoming reviews, options and expiries for your payable leases in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise