The Ultimate Business Solutions Conference 2014
Solutions Interactive
Presented by GWA Business Solutions Canada Inc. and Business Technology Solutions Inc.
Solutions Interactive 2014 8th Annual Must Attend Event November 6, 2014 Richmond Hill Country Club 8905 Bathurst Street, Richmond Hill, ON L4C 0H4 Map
Join us for a day of game-changing business intelligence! Conference Highlights New: Track all your expenses New: Training courses Trends in automation Sage 2014: new features added
Empower Sales & Marketing Sales tools for the 21st century Website ecommerce Grow your business through e-marketing Do boring task just once
Favourites Talk with our consultants at the technical table Tips & Tricks sessions for ERP & CRM CGA & CPA Continuing Professional Development credits Attend FREE if you are on a Hotline Support plan
Registration http://solutionsinteractive2014.eventbrite.com
Email astrid@BTSInc.ca Or call 866-236-0115 P.S. Sign up by October 30th and receive a $10 Tim Horton's card. You also will be entered into a draw for one of two $50 Keg gift cards to be drawn at the conference.
Gold Sponsor
Silver Sponsor
Bronze Sponsors
Agenda
Richmond Room
Regency Room
Wellington Room
Library
Subject to Change
8:15 am - 8:45 am
Registration & Breakfast
8:45am - 9:30 am
Welcome sponsored by Concur — Gold Sponsor
9:30 am - 10:15 am
Speed Networking—Meet all the sponsors—Richmond Room
10:15 am - 10:30 am
11:15 am - 12:00 pm
12:00 pm - 1:00 pm
1:00 pm - 1:45pm
1:45 pm - 2:30 pm
2:30 pm - 2:45 pm
2:45 pm - 3: 30 pm
3:30 pm - 4:15 pm
4:15 pm - 4:45pm
Exhibits and Technical Centre Open All Day
10:30 am - 11:15 am
Morning Coffee Break sponsored by Edisoft — Bronze Sponsor Sage 300 ERP 2014 Tips & Tricks (Repeated)
Bank Reconciliation
Isah Manufacturing
What's New in Sage 300 ERP 2014
Paula Chamberlain BTS
Ron Boyd GWA
Isah/GWA Tim Scott
Rob Lawson Sage
Control, automate, and Expense Management 3 Good Ways to Do analyze your data with Made Easy EDI – Which is Right Sage ERP Intelligence for You? Reporting
Unlock the Power of Your Supply Chain Without Customization
Mark Eddy Sage
Dylan Hume Edisoft
Sara Hurst Concur
Jeffery Franklin Red Tail Solutions
Lunch & Keynote Speaker: Website Pipeline —Silver Sponsor & DELL Financial Reporter
ThinDesk
Mona Keller BTS
Avi Bitterman Insite Computer
Sage Payments & Sage Credit Card
Sage CRM for Sales & Marketing People
Website Pipeline
Jennifer Schwarz Rob Lawson Sage Sage Streamlining and Auto- US Tax Compliance for mating Processes in Canadian Companies Mobile Sales SAGE 300 ERP
Eric Alexander Website Pipeline
Rob Lavery Orchid Systems
Christine Martin Avalara
Marc Cashman Wireless Merchant
Afternoon Coffee Break sponsored by Industrios — Bronze Sponsor Getting Government Grants
Sage 300 ERP Best Dashboards in Plants Practices Round Table to Foster Employee Engagement
Sage CRM Tips & Tricks and Customizations
Grant Specialist Jacqueline Steele
Gail Wilson, GWA & Ralph Machon, BTS
Rob Lawson Sage
Sage 300 ERP 2014 Tips & Tricks (Repeated)
Crystal Reports Tips & Sage Construction & Tricks Real Estate
20 Solutions in 40 Minutes
Paula Chamberlain BTS
Ron Boyd GWA.
Ralph Machon BTS Inc.
Industrios Jacques Decarie
Pierre Trautman GWA
Wine & Cheese—Wrap up and announcements
TRACK 1: RICHMOND ROOM
TRACK 2: REGENCY ROOM
Sage 300 ERP (Accpac) Tips & Tricks. (Repeated)
Bank Reconciliation
Paula Chamberlain, BTS Wonder if there’s a better way to do things within Sage 300 ERP? Come to this fast-paced session to learn handy Tips and Tricks about the software you already own and use. From customizing your finder to creating a special desktop for your most often used icons, this session is for you!
Control, automate, and analyze your data with Sage ERP Intelligence Reporting Mark Eddy, Sage Many of our customers tell us they’re frustrated with inflexible manual reporting processes, and that they end up with reports that aren’t providing all the information they need. If your decision making is sometimes hindered and not helped by the reports you use, we have a solution for you. Join us for a short demonstration of Sage Intelligence Reporting to see for yourself how it can help you overcome these challenges.
Financial Reporter in Sage 300 ERP—Get More from What you Own. Mona Keller, BTS Ever thought you should be able to get more from your Financial Reporter? – you’re probably right. This session focuses on many of the more advanced features of the Financial Reporter. From creating unlimited financial reports, to including graphs and charts, to drilling down to financial details right from the statement, you’ll know how to do it when you leave this session.
Customer Self-Service Portals: Practical cloud data solution for distributors and manufacturers Eric Alexander, Website Pipeline Website Pipeline is the market leader for Sage when it comes to E-commerce and B2B Customer Portal technology. Learn how to ease the burden on your staff and provide the 24/7 customer service that your customers desire. See how your company productivity can increase and how your customers can enjoy selfservice capability on the transactions and inquires that they currently only do through phone, fax, or email. It’s cloud data focused on growing your own business.
Getting Government Grants Jacqueline Steele, Sovereign Consulting There are millions of government dollars just sitting there ready for you to claim. Some is for research and development while other is for hiring employees, putting in new innovative software or improving your companies processes. We will have experts on hand to discuss what is available and what you need to do to take your share.
Sage 300 ERP (Accpac) Tips & Tricks. (Repeated) Paula Chamberlain, BTS Wonder if there’s a better way to do things within Sage 300 ERP? Come to this fast-paced session to learn handy Tips and Tricks about the software you already own and use. From customizing your finder to creating a special desktop for your most often used icons, this session is for you!
Ron Boyd , GWA Bank Reconciliation has changed for good—it was overhauled and greatly improved in the new Sage 300 ERP versions. Sage designed new functionalities and rebuffed existing ones. Simple to use and readable, designed with users’ convenience in mind, a monthly reconciliation can be a breeze.
Expense Management Made Easy Sara Hurst, Concur Concur is a cloud-based expense claim solution that eliminates manual, paper-based processes. Credit card charges, itinerary information and e-receipts automatically combine to create accurate and authenticated expense claims. Add cash purchases, attach receipts and you're good to go. Submit expense claim online from a computer, mobile or tablet device.
Thin Desk Ravi Bitterman , Insite Computer Group Inc ThinDesk is a hosted desktop platform that frees you to work anywhere using any device with an Internet connection. You can securely access your data and applications, minimizing down time and reducing IT costs.
Streamlining and Automating Processes in SAGE 300 ERP Robert Lavery, Orchid Systems Growing businesses need to automate and streamline standard business processes to improve efficiency and focus on dealing with important issues in the business that are critical to good performance and cost management. This part of the session will review several key solutions that help companies streamline processes and increase efficiency in their systems and operations by: 1. Downloading bank statements and automatically matching cleared transactions from your bank with entries recorded in Sage 300 ERP (Accpac) to streamline your Bank Reconciliation; 2. generating EFT files for automated payment transactions (AP Payments and AR Receipts) in one product. And much more.
Sage 300 ERP Best Practices Round Table Gail Wilson GWA and Ralph Machon, BTS This face-paced, interactive session is designed to exchange real life ideas, tips and tricks—from user to user. Bring your challenges and successes, to share with others. Think of that one thing you wish you can solve—chances are somebody’s experienced the same issue and has found a solution!
Crystal Reports Tips & Tricks Ron Boyd, GWA This session covers the basic functionality of Crystal Reports as it relates to Sage 300 ERP (Accpac). This course is designed to assist those with little or no experience creating new reports and editing existing reports. Topics covered in this course include understanding the ERP tables and fields, how to connect to a database and table linking, as well as how to define groups, formulas, parameters, sort data and sub-reports.
TRACK 3: WELLINGTON ROOM
TRACK 4: LIBRARY ROOM
Increase your profits with the right market focus
What’s New in Sage 300 ERP 2014
Tim Scott, Isah/GWA
Rob Lawson, Sage Be the first to see the features included in the newest version of Sage 300 ERP (Accpac) and a road map of the product into the future.
Our business software is designed to help you increase your company’s performance. Intensive and long-term cooperation is crucial in this respect. Our point of departure? Your needs and ambitions. Isah software will keep you on course and is always up to date. You can count on that.
3 Good Ways to Do EDI – Which is Right for You? Jeffery Franklin, RedTail Solutions Cloud technology puts world-class EDI performance in easy reach for end customers and Sage business partners. Learn how cloud-based, outsourced RedTail EDI sets a new standard for performance for Sage ERP users. Real world examples will be discussed, including a close look at an ROI model for EDI that passes the “CFO test”.
Sage Payments Jennifer Schwarz, Sage Getting paid quickly and securely is essential for your business. Sage Pay helps you seamlessly take payments online, in person or over the phone, backed by 24 hour customer support. Sage Payment Solutions allows your business to accept and process credit cards, debit cards, cheques and handle ACH processing.
US Tax Compliance for Canadian Companies Christine Martin Avalara The complicated, rapidly-changing world of sales tax compliance can be daunting for Canadian companies doing business in the States. Rates and product taxability rules vary from state-tostate, and sourcing differences can give anyone a headache. How do you make sense of it all? Join us for this in-depth session on sales and use tax compliance in the US to understand: - Your registration and reporting requirements - How different activities can create sales tax obligations - Ways to address area of non-compliance
Dashboards in Plants to Foster Employee Engagement
Unlock the Power of Your Supply Chain Without Customization Jacques Decarie, Edisoft Find out how to: - Deliver Error Free Shipments On Time All The Time - Improve Your Vendor Scorecard Rankings - Improve Productivity for Warehouse Staff and Front Office Accounting Staff - Get Accurate Net-Margin-Per-Order Reports - Fully Automate Your Supply Chain Data Across Multiple Software Platforms with No Customization with Turn-Key ERP Integrated Solutions
CRM 7.2 for Sales & Marketing Rob Lawson, Sage Sage CRM v7.2 is packed with new features which will make a real and immediate impact to businesses looking to stay ahead in today’s competitive market including fully integrated E-marketing, powerful interactive dashboards, full iPhone support and Twitter integration.
Mobile Sales Marc Cashman, Wireless Merchant Come see out latest in mobile integration to Sage 300 ERP. Process Orders, Invoices, Credit Notes, on Account Receipts, Credit Card and much more. View past orders, status of orders, outstanding invoices and even auto generate orders from past orders. Now available for Android and Apple phones and tablets.
CRM Tips & Tricks and Customizations Rob Lawson, Sage You will learn how to administer roles, security profiles, teams, templates, user settings, data uploads, products, MS Outlook integration, advanced customization, component installation, and marketing at the customer's site.
Jacques Decarie, Industrios
20 Solutions in 40 Minutes
The most successful manufacturers in the world foster a culture of employee engagement through the use of technology and practices. Find out the theory behind this, and what types of KPI’s manufacturers can be monitoring to help with this kind of effort.
Ralph Machon, BTS In this rapid-fire session, we will go through 20 solutions that may make your life easier. From great little macros to full third-party solutions, there’s something here for everyone. Even if only one or two meet your need, you’ll be happy you attended this session!
Sage Construction & Real Estate Pierre Trautman, GWA Every 30 minutes a new construction company chooses Sage. Here’s why… For over four decades, Sage has been the industry leader n construction and real estate, keeping projects moving with jobready and people-connected solutions. From estimating to finances to projects to serve to property, our products cover all phases of construction.
Subject to change.
Winning Strategies Solutions Interactive 2014 will bring together over 100 users of Sage ERP and business solutions.
Register Now to join us at the Richmond Hill Country Club on November 6, 2014 Online: http:// solutionsinteractive2014.eventbrite.com
Customers who attend will have dedicated education tracks focused on their specific products and solutions, and more opportunities to network across products and industries. Earn professional development hours. Gain valuable insight on how to utilize your Sage solution to inspire your business, your employees, and your bottom line.
Email: astrid@btsinc.ca
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