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Sessions
Sunday March 15th 2015
2:00-4:15 Opening Multi Media Session
Opening plenary hosted by your conference host, Doug Ash.
4:30-5:20 Norming
Title: What’s New in Version 2014 Norming Asset Management for Sage 300 ERP
Description: Norming Asset Management is more robust than ever with many new features in the latest release for Version 2014. These include:
- Fully compatible with Sage 300 ERP 6.0, 2012 and 2014.
- Fully compatible with IFRS requirements.
- Provides visual process flows.
- Provides up to 5 books for tracking asset depreciation.
- Allows capitalization of asset maintenance expense.
- Improves the asset adjustment and depreciation functionality.
- Enhances asset tracking by location and responsibility.
Speaker: Robert Lavery
4:30-5:20 Altec
Title: Hit Your Target by Sharpening Your Sage ERP Document Management Skills
Description: Maybe you’re familiar with Sage ERP Document Management, but haven’t actually taken on a proactive approach to selling it. You already have lots of potential buyers in your existing clients and Altec has all the resources you need to help generate interest and close the deal. In this session we’ll teach you how to identify a potential prospect and calculate a compelling return on investment. We’ll talk through the resources available to you and help you build a strategy that will enable you to meet your sales goals and gain valuable tier credit.
Speaker: Peri Lynn Silkwood
4:30-5:20 Dataself
Title: Resellers’ guide to winning with DataSelf Analytics
Description: DataSelf Analytics is breaking through into a larger market, with record sales in 2014 and new recognition already this year. (See our blog posts on sales and our selection as one of “20 most promising Sage solution providers.”)
In 60 minutes, you’ll learn the basics of DataSelf Analytics reporting, including a high-level look at the key selling points:
5000 templates for reports, dashboards, and KPIs
Data visualization engine that produces effective and attractive charts.
Automatic data connection to Sage products.
Best of breed technology, including Tableau, Microsoft SQLServer, and DataSelf’s own Ultralight Data Warehouse — all intuitive and built on industry standards.
We will also issue NFRs at the session.
Get in now to take advantage of the growth.
Speaker: Joni Girardi
Monday March 16th 2015
8:10-9:00 Add On Super Session
There are many “extra” bits that can be added onto Sage 300. This session will look at them. You will almost certainly find something that you can sell to one of your customers.
Speaker: TBC
9:10-10:00 Auto Simply
Title: Sage 300 Manufacturing and Inventory Barcode
Description: Sage 300 Manufacturing is the built-in manufacturing solution for Sage 300 ERP. Aside from core manufacturing functionalities, the manufacturing suite includes materials planning, lot/serial tracking and shop floor control.
In this session, we will be presenting the new features added in Sage 300 Manufacturing v2014 together with additional functions deployed with the Product Update 1 (PU1). We will also present our new Barcode solution designed exclusively for Sage 300 ERP. The new Barcode modules will cover Sage 300 Manufacturing transactions as well as standard Sage operational modules (e.g. O/E, P/O, I/C).
Come join our session and see how Sage 300 Manufacturing can cater to your manufacturing client’s need and see how easy it is to deploy barcode solutions for Sage 300.
Speaker: Terence Ang
9:10-10:00 Iciniti
Title: Iciniti eCommSuite 6: The Road Ahead
Description: An introduction to the upcoming eCommSuite 6 release with a focus on new features and technologies, including additional ERP support and the all new integration to Sage CRM.
Speaker: Bill Parkinson
9:10-10:00 Edisoft
Title: Power Your Sales: Specialize In Supply Chain Solutions
Description: Find out how Edisoft® is powering Supply Chain Solution Sales for leading Sage Partners and successfully solving key Supply Chain Challenges for Manufacturers and Distributors.
Learn how Sage 300 ERP Integrated Solutions for EDI and Warehouse/Shipping Automation drive retail, e-commerce and B2C growth for Manufacturers and Distributors as well as deliver Automation, Staff Productivity, Compliancy and Financial Visibility for reporting to consistently reduce costs, complexity and risk for your clients.
Learn about the new sales and marketing tools from Edisoft that Reseller Partners can effectively leverage to identify and solve key Supply Chain Challenges for your Manufacturing and Distribution clients.
Speaker: Kelvin Takhar, GM & VP of Sales, Edisoft Inc.
Special Guest: Joseph Arnone, President & Co-Founder, BAASS Business Solutions
10:10-11:00 Norming
Title: Timesheet & Expense Tracking/Reimbursement with Resource Manager for Sage 300 ERP
Description: If you are struggling to keep track of Employee or Subcontractor Timesheets and Expense Reports and want to avoid rekeying this information from spreadsheets into Sage 300 ERP (Accpac) for payroll, reimbursement or billing purposes, then Norming Resource Manager may be the right solution for your clients. Resource Manager is a highly flexible solution with online approvals, email alerts, advanced analytics and easy to use web portals for anytime, anywhere access to Timesheet and Expense information. Also included is Resource Planning, Project Scheduling with GAANT Charts, Leave and Overtime Tracking and the latest enhancement is PO Requisitions. Resource Manager can be configured to integrate with Sage 300 ERP General Ledger, Bank Services, Tax Services, Accounts Receivable, Accounts Payable, Canadian or US Payroll and the Project and Job Cost module.
Speaker: Robert Lavery
10:10-11:00 Realisable
Title: Magento: A million sites and counting.
Description: In the digital world of winner takes all, Magento, luckily, is heads and shoulders over the rest.
A strong open source architecture yielding a massive third party development network (hey, just like us!), a marketplace boasting many 1000s of extensions, and a multitude of integrated applications, Magento covers almost every possibility.
Together, EC Internet & Realisable will be running you through a tiny cross section of this functionality:
- Responsive (Laptop/Tablet/Mobile) Design
- Multi-currency
- Customisations & extensions.
- Integrated best-of-breed email marketing.
- Tight, flexible integration with Sage300
Speaker: David Harris, EC Internet President, 30 years of eCommerce & ERP sales, project management, and implementation.
James Hutchison, Realisable Software founder, has 16 years of integration experience mixed in with 10 years of Sage300 implementation.
11:10-12:00 TaiRox
Title: The TaiRox Roadmap for Sage 300 ERP
Description: TaiRox adds value to Sage 300 ERP by continuously improving TaiRox products - not waiting for major release cycles. Learn more about TaiRox products and how continuous improvement can help sell upgrades. See the TaiRox roadmap for Sage 300 ERP.
Don Thomson was co-founder and Vice-President of R&D of the company that developed Accpac until its sale to Computer Associates in the mid-1980s. In the late 1990s, Don returned for a 5 year contract as Senior Vice-President of R&D at Accpac International. Don has also developed consumer and enterprise products for a number of Silicon Valley companies, sometime also serving as CTO. In 2009, Don founded TaiRox Software to develop products for the Sage 300 ERP community.
Speaker: Don Thomson
11:10-12:00 Info Central
Title: InfoPOS – the Best, New Point of Sale Solution for Sage ERP 300.
Description: Discover a point of sale solution that is customizable, functionally very deep and completely integrated with Sage ERP 300.
Speaker: Bev Carroll
1:00-1:50 Technology Super Session
Where is technology taking us? Smart phones, tablets, voice interfaces, Google glasses, brain implants - We will gaze into our Crystal Ball to see if we can see the future and what’s coming.
Speaker: TBC
2:00-2:50 Sage Alerts and Workflow
Title: Why Your Clients Need Sage Alerts & Workflow
Description:
- A/R invoices (painfully!) past due
- Stock shortages resulting in (too many!) backorders
- Clients who changed (when?) their buying habits
- An item that stopped selling (months ago!)
- Profit margins (unacceptably!) too low
- (Piles of) Reports that are too long to read
How many of the above items are pain-points for your clients?
How nice would it be if you could approach your clients and say “Would you be interested in a solution that automatically identified those clients who had changed their buying habits – and instantly communicated that to your sales force?”
Automated trend analysis (#3 in the above list) is just one of the key reasons why your clients need Sage Alerts & Workflow. Come to this session and learn about the other 5 top reasons why Sage 300 clients choose Alerts & Workflow – and see how you can offer these powerful business benefits to your Sage 300 customers.
Speaker: Tricia Cate
2:00-2:50 Info Central
Title: View in Detail the Best, New Point of Sale and Retail Solution for Sage ERP 300.
Description: Come and discover why InfoCentral offers the best retail solution for Sage ERP 300. You will learn of the depth of our functionality and how we do not only offer a point of sale solution but a complete retail experience.
Speaker: Bev Carroll
2:00-2:50 Systronics
Title: SYSTRONICS Products and Customization Methodology
Description: Join us to discover how SYSTRONICS can enhance the functionality of your clients’ Sage 300 ERP and Sage CRM implementations to help them meet specific business needs.
During the session you will learn about the SYSTRONICS customization methodology, SYSTRONICS products and view live demos of the following products:
- ToolPac™ - Subledger Reconciliation
- Revenue & Expense Deferrals™
- Cashflow Forecasting™
Tuesday March 17th
8:15-9:30 The Cloud Super Session
The Truth about the Cloud - is this the next best thing since, well you know? It is the biggest revolution ever, or it most of it hype? Why is “the Cloud” confused with SaaS pricing? Are you in the Triangle of Death? We will examine the pros and cons and what effect the Cloud will have on your business.
Speaker: TBC
10:10-11:00 Industrios
Title: What’s New with INDUSTRIOS.
Description: V3.6 will be available by the time TPAC starts and it contains many improvements in the areas of costing, Project Manufacturing and general navigation. Our PlantGauge Manufacturing Intelligence Dashboard Module and Referral Partner Program will also be discussed.
Speaker: Dan Court and Jacques Decarie
10:10-11:00 TaiRox
Title: TaiRox Products and Customizations - The Key Benefits
Description: TaiRox products provide solutions for gaps that arise in real world Sage 300 ERP installations. Key benefits - the real reasons behind the programs - can be obscured by so many features and so many tools. Key benefits will be called out in this session to assist resellers learning to sell and use TaiRox products and customizations.
Don Thomson was co-founder and Vice-President of R&D of the company that developed Accpac until its sale to Computer Associates in the mid-1980s. In the late 1990s, Don returned for a 5 year contract as Senior Vice-President of R&D at Accpac International. Don has also developed consumer and enterprise products for a number of Silicon Valley companies, sometime also serving as CTO. In 2009, Don founded TaiRox Software to develop products for the Sage 300 ERP community.
Speaker: Don Thomson
10:10-11:00 Wireless Merchant
Title: Wireless Merchant Sales
Description: In this session you will gain insight on how to integrate your mobile device into your Sage 300 ERP using Wireless Merchant Software. WM enables you to process Orders, Invoices and Credit Notes via your mobile device directly into your Sage 300 ERP accounting system. WM takes full use of the Order Entry, Inventory Control and Accounts Receivable processes of your Sage product. View past orders, invoices, stock levels and much more right on your mobile phone or tablet. So if you are looking to take advantage of today’s technology Wireless Merchant is the app for you.
Speaker: Marc Cashman
11:10-12:00 Technisoft
Title: Technisoft Service Manager Session Overview
Description: This session will cover all the new features in version 2014 of Technisoft Service Manager.
Features covered will include core product updates such as Accounts Payable integration, Status workflow, Auditing of transactions, Colour by Company, Advanced Scheduling, Field Connect and integration to Sage Alerts & Workflow.
As we continually upgrade the product with product updates there are many new features that will be covered since the official release of 2014.
See how easy it is to schedule or reschedule an appointment in Advanced Scheduling, then send an alert to a Field Tech and have them respond and see those changes appear simultaneously in Advanced Scheduling and Field Connect.
Using Field Connect, technicians can record time, change status, fault analyse, look up history, take meter readings, write notes, bill parts in inventory, add labour and other services obtain sign off, and send an invoice from their mobile device. The latest version of (FC) has over 20 new updates which will be released just prior to conference. Excited yet?
We have made some exciting improvements to Report Manager the platinum standard for creating custom report screens in Crystal Reports as well.
Speaker: Mark Kornhauser
11:10-12:00 Orchid
Title: Come See What’s New with Version 2014 Product Updates to Orchid’s Modules
Description: Orchid Systems is continually updating and improving their modules based on feedback from Business Partners and customers alike. Here is a brief summary of the some of the new features that will be showcased during this presentation.
- Information Manager V2014 PU 1
- Auto install/start-up of Notes/Doc Mgmt Link Tray icon
- No longer need to enter Notes/ Doc Mgmt Link Tray icon credentials
- No longer need to configure 2 rows for mandatory fields (eg Vendor Number and Vendor Number *)
- Can now import/export Notes/ Doc Mgmt Link Tray icon configuration rows for duplication across companies
- Doc Mgmt Link now supports Sharepoint in Office 365
- EFT Processing V2014 PU 3
- Can optionally Ignore/Warn/Error EFT Vendors and Customers with the same Bank Branch and Account Number combinations
- Inter Entity Trade V2014 PU3
- Bi-directional OE-PO processing
We will also highlight new features added to Process Scheduler and Report Runner Version 2014. Come see what’s new with Orchid Systems solutions.
Speaker: Robert Lavery
11:10-12:00 I Cube
Title: End to End Workflow Demonstration
Description: To demonstrate the end-to-end workflow from entering orders using mobile PDAs and browsers to sales and credit approval, allocating and releasing items for shipment, auto creating purchase and manufacturing orders to fulfill shortages, receiving purchase items and producing manufacturing items, picking, packing, shipping and invoicing.
Speaker: Herman Li
1:00-1:50 Iciniti
Title: Is your web store truly integrated?
Description: A look at what integrated eCommerce means in 2015.
A 2014 IDC report described the web store of the future, a web store Iciniti began pioneering in 2010. Led by industry leading experts in eCommerce solutions, this session will delve into the true meaning of integration as it relates to customers’ eCommerce experience.
Speaker: Bill Parkinson
1:00-1:50 Orchid Systems
Title: View Extender, TimeSheetKeeper and Info Explorer Write Back
Description: View Extender: *** NEW ****
Orchid Systems is pleased to announce View Extender which provides a flexible foundation for monitoring and logging changes in Sage 300 ERP for added security and validation on data entered into the system from entry screens or external applications. View Extender uses Sage 300 ERP's "Views" to extend the business logic of Sage 300 ERP for enhanced:
- Integration - for SDK and non-SDK applications without the need for software programming
- Monitoring and Logging - to synchronize with cloud-based solutions or configure mandatory entry fields
- Security - add field level security to validate entries and users
- Auditing - configurable audit tables with drill down into recorded logs
- Alerting - create an Orchid Note or email to notify of any changes in the system.
View Extender operates across all Sage 300 ERP modules as well as 3rd Party modules written in the SDK. View Extender is a tool that enhances any Sage 300 ERP system and has the potential to "Revolutionize" how you implement Sage 300 ERP for your customers.
TimeSheetKeeper: *** NEW ****
Orchid is also proud to announce TimeSheetKeeper, a better way to capture time and expenses and feed it back into your favorite Sage 300 ERP modules!
- Process time and expenses anywhere
- Capture time across companies, customers and projects
- Integration coming for Sage 300 ERP Project & Job Costing, Enabling IP Projects, Sage 300 CRE and more …
- Web based, secure and scalable
Info Explorer Budget with Write Back:
This session will also review Info Explorer with Budget Write Back to show how your clients can forecast and budget within Info Explorer Worksets and write back this information into GL Account Budgets, IC Reorder Quantities and Information Manager Optional Tables Info Sets.
Speaker: Robert Lavery
2:00-2:50 Enabling IP
Title: Projects for Sage 300 ERP
Description: Are you disappointed with Sage Project & Job Costing? Are you concerned with the lack of development and non-existent roadmap then join us to learn why Enabling IP Projects is the most powerful SDK based time billing, job costing and project management solution for Sage 300 ERP.
Speaker: Andrew Telfer
2:00-2:50 Realisable
Title: Realisable IMan: Integrate Anything / Automate Any Process
Description: IMan is a configurable integration and automation platform for Sage solutions. Code-free and highly flexible, IMan can integrate both cloud & onsite application without development and reduces both integration cost & timescales by 65% over traditional custom developed integration.
Watch in real-time how IMan can be configured to import data from a cloud application into Sage300, automate document distribution and incorporate integration with a marketing automation platform…it’s all about the cloud.
And we’ll cover some of new features coming in version 2.2 including webservice connectivity & our new improved, web based documentation.
Speaker: James Hutchison
2:00-2:50 TimeLinx
Title: TimeLinx Software
Description: TimeLinx Software will present its acclaimed Project and Service Management system designed on the premise that delivering work and projects requires real-time management of project profitability rather than simply viewing tasks and resources.
Within a single, elegant, comprehensive yet easy-to-use Sage CRM-based system are all functions that are needed to control staff and projects, tasks, time, expenses, contracts, retainers, resource allocations, budgets, schedules and much more. Use interactive Gantt charts to manage project delivery along with the TimeLinx WebCalendar, retainers to track declining balances, automated milestone billing, TimeLinx SmartMobile™ for the field and more. TimeLinx calculates complex rates and costs supporting all types of contract methods which can auto-post after approvals into Sage ERP systems for invoicing, A/R, O/E, A/P, G/L (no PJC needed!) with no re-typing. A perfect fit for any professional services firm, manufacturing firms with field services, consulting services and technology services who need to streamline their business.
Twelve years in the making, our clients are in 10 countries and range from 10 to 400 employees.
Speaker: Mark Engelberg
3:15-4:05 Smart Hotel Software
Title: Hospitality has rebounded
Description: We have a tough life. Travelling to beautiful hotels around the world is not for the faint of heart. Come spend an hour with us and learn about some of the interesting projects we’ve been involved in.
The hospitality industry has now surpasses the previous high point from 2007. As the Economy rebounds, companies want more integration to avoid hiring people. Sage 300 combined with Smart Hotel Software can do that.
We’ve found that hard work pays off just a little bit more when you can enjoy a little R&R in the same place. This is the session to find out how you can spend more time in amazing places, and get paid to do it.
Speaker: Doug Ash
3:15-4:05 Net @ Work
Title: Vertex SMB Sales Tax Automation
Description: Created by the global leader in enterprise tax software and services, Vertex Inc., Vertex® SMB TaxCentral aligns with Sage 300 ERP targeted for the middle market and below — right-sized for your growing company. Vertex SMB offers a consumption-based solution with no upfront fees – pay only for your usage each month. Vertex SMB’s cloud-based solution performs tax calculations and returns in one, resulting in signature-ready PDF returns.
Improve compliance and reduce cost and risk with Vertex SMB for Sage 300 ERP.
- Tax Calculations in AR, OE, JC, and RA using the native Sage 300 screens.
- No need to maintain tax authorities and tax classes in Sage 300.
- Address validation available on-demand in address setup or the transaction screens.
- Posted invoices, credits, and cash sales in Sage 300 tie into your tax returns in TaxCentral. No export or import needed.
Speaker: Troy Simpson & Cathy Harris
3:15-4:05 Support Options Panel Discussion
Support Options – You provide support, the developer provides support, the developer supports you, there is no support. This panel discussion will examine some of the common support options available and what they mean to you.
Speaker: TBC
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