Wednesday, May 28th Dieppe Arts and Culture Centre, Dieppe NB

2014
Wednesday, May 28th
Dieppe Arts and Culture Centre, Dieppe NB
Learn more and register online www.dbgroupinc.ca
Learn, Network and Relax
No matter what Sage product you use or any product, we are offering insight and ideas that will build interest in our cross‐sell solutions creating both growth and value for your solution. We are encouraging customers, new customers, end users to participate with Sage and DB Group Consulting Inc. Sage customers & users, New to Sage, Public Accountants and HR professionals are invited to come together as we deliver ideas you can use to improve the way you work. Earn Professional Development Credits Knowledgesummit activities can range from traditional accounting, HR and other technical topics to general management skills, technology skills, leadership skills and industry specific needs. Pre‐conference training May 27th, 2014 Visit www.dbgroupinc.ca for details and registration Travel Fare and Registration to Sage Summit 2014 AGENDA ‐ Wednesday May 28th, 2014 Track A Track B Track C Track D Track E CFO / Finance Sage 300 ERP Users HRMS Professionals Sales Productivity
ERP 8:00 AM Registration 8:30 AM Introduction – Opening Keynote & The Road Ahead 9:30 AM Sage Intelligence by Mathieu Bourgeois Back Office Productivity Solutions for Sage 300 ERP – Part 1 by Robert Lavery & Nancy Lavery 10:45 AM Data Mining & Reporting Tools by Mathieu Bourgeois & Kevin Lynch Noon 1:00 PM by Robert Lavery & Nancy Lavery
by Deana Dearry Sage Time & Attendance (integrated to your solution) by Deana Dearry Want to see Big Revenue this Year? Get Smart about Sales with CRM Sage 50 (Simply Accounting) What’s New by Kevin Lynch & by Bob Green Customer Testimonial
Sage BusinessVision
by Mathieu Bourgeois What’s New Data Mining & Reporting Tools & Kevin Lynch Budgeting & Planning Sage Inventory Advisor by Debbie Hill Sage 300 ERP Manufacturing Suite & Purchase Planning for Wholesale Distributors
by Robert Lavery & Nancy Lavery Timesheet & Expense Tracking /Reimbursement with Resource Manager for Sage 300 ERP Maximize You Return on Employee Investment (ROEITM) Mobile Apps (Sage 300 ERP & Sage 50) Mobile Sales Mobile Field Services Billing and Payments by Deana Dearry by Sage Soft Skill Training by Pierre Battah by Robert Lavery & Nancy Lavery
by Edgar Blinn Lunch – MIC Restaurant by Debbie Hill 2:15 PM Back Office Productivity Solutions for Sage 300 ERP – Part 2 Sage HRMS & Employee Self Service (standalone or fully integrated) 3:30 PM Super Session / End‐to‐End Business Management Solution 4:15 PM Q & A / Draw for Sage Summit Have You Out Grown Your Current Accounting Solution by Denis Boudreau PRE‐CONFERENCE TRAINING, Tuesday May 27th 1:00 PM – 4:00 PM – Dieppe Arts & Culture Centre Sage Intelligence (Give you better visibility into your business) Traditionally, BI solutions have catered to larger, more complex organizations with sophisticated cube‐based OLAP tools and expensive implementations. Small and midsized businesses (SMBs) have relied on Excel® worksheets for data manipulation and analysis. However, a sea of change is upon us as approachable BI tools are making their way to the middle market. Though Excel is a powerful tool, SMBs have struggled with its limited ability to roll up data from multiple sources and maintain control and accuracy of data, as a result, Excel does not suffice as a BI solution when used as a stand‐alone application. However, it can be a powerful decision support tool when integrated and utilized within a structured framework.” Sage Visual Process Flows Simplify Processes New Sage Visual Process Flows reduce time navigating through business processes by providing a graphical process‐oriented interface that illustrates the steps and tools required to complete a task. Get started quickly using predefined process flows, or easily create your own custom flows to match your unique needs and specific roles. Particularly helpful for new employees learning Sage 300 ERP and your business processes, Visual Process Flows will guide you through standard tasks, as well as rarely performed tasks, such as year‐end. Sage 300 ERP (2014) included predefined process flows for: General Ledger, Accounts Payable, Accounts Receivable, Purchase Order, Order Entry transactions, Bank Reconciliation, Inventory Control transactions and Inventory Management Sage 300 ERP (2014) new includes, three new visual process flows: Canadian Payroll, US Payroll, and Project and Job Costing. Enhanced Link feature: When customizing process flows, you can now link elements to programs, reports, macros, and other process flows. knowledgesummit Registration includes lunch, nutritional breaks, free parking and letter for professional development points if applicable One (1) attendee from same company $40.00 * Two (2) attendees from same company $75.00 * Three (3) attendees from same company $100.00 * Each additional after three from same company $20.00 * knowledgesummit & Pre‐conference Training Registration includes lunch, nutritional breaks, free parking and letter for professional development hours if applicable Price for one (1) attendee $ 120.00 * Price for 2nd attendee same company less 15% $ 102.00 * Price for additional attendee same company less 25% $ 90.00 * *Taxes extra * Active Support Access Level Agreement customers, discounts to be applied based on agreement level Early bird draws, register by April 15th 1st for 1st draw, May 1st for 2nd, increase your chance to win by registering early! Registration Form Company Name: ___________________________________________________________ 1st Attendee Name: __________________________________ Email: ________________________________ Attending knowledgesummit only: ___ YES ___ NO Attending Pre‐conference Training (includes knowledgesummit): ___ YES ___ NO Professional Development Credit: ___CA ___ CPA ___CGA ___CMA ___ CHIRP 2nd Attendee Name: __________________________________ Email: ________________________________ Attending knowledgesummit only: ___ YES ___ NO Attending Pre‐conference Training (includes knowledgesummit): ___ YES ___ NO Professional Development Credit: ___CA ___ CPA ___CGA ___CMA ___ CHIRP 3rd Attendee Name: __________________________________ Email: ________________________________ Attending knowledgesummit only: ___ YES ___ NO Attending Pre‐conference Training (includes knowledgesummit): ___ YES ___ NO Professional Development Credit: ___CA ___ CPA ___CGA ___CMA ___ CHIRP 4th Attendee Name: __________________________________ Email: ________________________________ Attending knowledgesummit only: ___ YES ___ NO Attending Pre‐conference Training (includes knowledgesummit): ___ YES ___ NO Professional Development Credit: ___CA ___ CPA ___CGA ___CMA ___ CHIRP 5th Attendee Name: __________________________________ Email: ________________________________ Attending knowledgesummit only: ___ YES ___ NO Attending Pre‐conference Training (includes knowledgesummit): ___ YES ___ NO Professional Development Credit: ___CA ___ CPA ___CGA ___CMA ___ CHIRP Registration Amount Knowledgesummit only Attendee 1 ‐ $40.00 2‐ $75.00 3 ‐ $100.00 $ ____________ $ ____________ Additional # ___ x $20.00 knowledgesummit & Pre‐Conference Training 1st Attendee $120.00 $ ____________ 2nd Attendee $102.00 $ ____________ Additional Attendee #____ x $90.00 $ ____________ Subtotal ............................................................................. $ ____________ HST (13%)........................................................................... $ ____________ Total ............................................................................. $______________
Payment method Invoice ____ Credit card ____ Support Access Level Agreement Voucher ____ Completed form Fax to: 506‐854‐2063 Email to: [email protected] Credit Card Authorization Request ‐ DB Group Consulting Inc. I wish to pay $__________________________ by credit card. Invoice‐s # ____________________ _____________________ ____________________________________________ Company Name: Visa □ □
Master Card Credit Card # ____________________________________________ Expiry Date: ____________________________________________ Name on Card: ____________________________________________ Billing address of card: ____________________________________________ ____________________________________________ ____________________________________________ Authorized Signature: ____________________________________________ Date: ____________________________________________ Please provide email to receive copy of receipt: _____________________________________________ Credit Card Authorization Request ‐ DB Group Consulting Inc. Fax: 506‐854‐2063 Email: [email protected] Mail: DB Group Consulting Inc 185 Nepisiguit Drive, Dieppe, NB E1A 7N4 FYI: Information will be deleted after approval For DBGC office use Authorization # Date processed Directions Centre des Arts et de la Culture de Dieppe - Dieppe Arts and Culture Center
331 Acadie Ave, Dieppe, NB E1A 1G9
Best entrance is off Chemin Gauvin Road
Free parking across the street in adjacent parking area – Dieppe Farmer’s Market
Sessions Descriptions ‐ Track A ‐ CFO / Finance Sage Intelligence, empowers you to quickly and easily obtain the information required for improved operations and reporting across your entire business. No matter what solution you use, Sage or other systems Data Mining & Reporting Tools, Companies of all sizes are turning to Business Intelligence (BI) tools to help make sense of the information overload. Forrester Research analyst Boris Evelson reports, “Actually businesses have no choice but to act and react quickly in the face of financial volatility and rapidly changing business and regulatory conditions.” BI reports and dashboards provide information when needed, eliminating the costly wait times for data pulls and number cruncher analysis. Instead, you have a customized management dashboard that provides a real‐time overview of your company’s top KPIs and the ability to drill down to detailed transactions. Sage CRM Interactive dashboards, Simplify your daily tasks and activity management with an intuitive workspace containing your key sales information. With information from Sage CRM, Sage ERP and social media feeds all in one place, you can have a real‐time view of customer information and sales activity without having to switch between screens. Budgeting & Planning is an enterprise application that allows you to easily manage the most
important financial planning processes, conduct in-depth analyses, and develop insightful
business plans. Sage Inventory Advisor is an affordable cloud solution that helps companies reduce stock outs, excess inventory, and working capital. It connects to Sage ERP data to deliver inventory health check, produce quality forecasts, reduce the time spent on manual tasks, and solve for the optimal investment required to achieve target fill rates. A web based mobile solution, Sage Inventory Advisor is easy to use and slashes time spent on forecasts and ordering. It can be implemented cost effectively and used in just hours. Sessions Descriptions ‐ Track B ‐ Sage 300 ERP users Back Office Productivity Solutions for Sage 300 ERP – Part 1 Do you want to attach documents, text notes or images to your Sage 300 ERP screens? Do you need to automate the generation and distribution of Crystal or FR reports or streamline the budget process in your organization? Do you buy or sell goods and services to related companies? Do you transfer cash or allocate expenses or revenue across multiple companies or Funds? Do you want to process payments or cash receipts electronically to avoid cheque fraud and identity theft? If you answered “Yes!” to any of these questions this session will show you how to make managing these processes and transactions in Sage 300 ERP easy. Back Office Productivity Solutions for Sage 300 ERP – Part 2 This session will focus on tools that can increase productivity and streamline the day to day processes of common back office activities. For example: How long does it take to reconcile your bank statement? RecXpress for Bank Services can reduce this process from days to hours. Why track Revenue & Expense Deferrals on a spreadsheet when you can automate the process? Are you spending too much time on User Management? With Sox User Management you can copy or remove user rights from one company to another or from one Employee to another; within 1 company or across multiple companies quickly and easily. With Copy Company; you can copy company and module configurations quickly and easily as you add new companies in Sage 300 ERP. This is a small sampling of the many tools we will review, within the hour, so we ask: Can you afford to miss this session? Sage 300 ERP Manufacturing Suite & Purchase Planning for Wholesale Distributors This overview presentation will highlight key features to address the requirements of Make‐To‐Order or Make‐
To‐Stock manufacturing operations and control production costs. The system supports Multi‐Level Bill‐of‐
Materials, Routing, Scrap Factor and Component Substitutions as well as Subcontract Order Processing to help companies better manage their operations. Production Planning facilitates streamlined processes for just‐in‐time inventory, expediting orders and managing lead times based on sales forecasts. The manufacturing suite creates one seamless solution with core Sage 300 ERP modules such as Order Entry, Inventory Control and Purchase Orders as well as full integration with SDK based Third Party applications like Orchid's Bin Tracking module. Integration with Orchid's Info Explorer provides multi‐dimensional analysis and dashboards of key manufacturing metrics. With the Purchase Planning module for wholesale distributors, trading companies can now generate complete purchase plans for all their inventory items including Inventory Control BOM and kitted items. Timesheet & Expense Tracking/Reimbursement with Resource Manager for Sage 300 ERP 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 for payroll, reimbursement or billing purposes, then Norming Resource Manager may be the right solution for your organization. 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. 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. Additional functionality includes Leave Tracking, Overtime, Project Management and Resource Scheduling for project based organizations. Sessions Descriptions ‐ Track C – HRMS Professionals Sage HRMS & Employee Self Service, Is your human resources department struggling to be more efficient? Sage HRMS is an entry‐level solution containing all the essentials you need for first‐class human resource management. With one centralized database, Sage HRMS helps you reduce time‐consuming clerical work and effectively manage, track, and report on employee data. Sage HRMS delivers robust tools to help you manage key employee information—everything from skills and education to compensation and insurance benefits. Sage Time & Attendance (integrated to your solution is a comprehensive, state–of–the–art workforce management solution that enables you to collect, analyze, and take immediate control of your employees' attendance and labor data—online and in real time. Sage Time and Attendance automates your processes by integrating seamlessly with Sage HRMS, an in–house solution comprised of HR, payroll, benefits and recruiting applications, as well as optional web–based manager/employee self–service functions—all available through a secure Microsoft Windows® environment. Sage Time and Attendance saves most companies 3 to 5 percent in payroll expenses by efficiently providing job allocation, scheduling, and time–off tracking. Maximize You Return on Employee Investment (ROEITM) Why are some companies thriving while others are struggling to stay in business? What is the distinctive difference between a good company and a truly great company? The answers to these questions can only be found when looking at what defines the company: its people. The people who make up a company are that organization’s unique and biggest asset. For most businesses, the workforce is also its largest expense, or better put, its largest investment. At Sage, we believe that employees are the most important component in the quest to improve business results. It makes sense to treat employee‐related expenses as an investment in the workforce. Like any other investment, this critical company investment must yield a healthy return. We call that the Return on Employee Investment or ROEI. Sessions Descriptions ‐ Track D – Sales Professionals Want to see Big Revenue this Year? Get Smart about Sales with CRM (Customer Relationship Management), is far more than just a software application. It is a business solution that gives you the ability to connect with and understand real people covering every interaction with valuable customers across your entire business. Sage CRM is an easy to use, scalable and affordable customer management solution that helps your business acquire, retain, and satisfy customers Data Mining & Reporting Tools, Companies of all sizes are turning to Business Intelligence (BI) tools to help make sense of the information overload. Forrester Research analyst Boris Evelson reports, “Actually businesses have no choice but to act and react quickly in the face of financial volatility and rapidly changing business and regulatory conditions.” BI reports and dashboards provide information when needed, eliminating the costly wait times for data pulls and number cruncher analysis. Instead, you have a customized management dashboard that provides a real‐time overview of your company’s top KPIs and the ability to drill down to detailed transactions. Sage CRM Interactive dashboards, Simplify your daily tasks and activity management with an intuitive workspace containing your key sales information. With information from Sage CRM, Sage ERP and social media feeds all in one place, you can have a real‐time view of customer information and sales activity without having to switch between screens. Mobile Apps (Sage 300 ERP & Sage 50) Mobile Sales, Mobile Field Services, Billing and Payments Go Where Your Business Takes You: Make an impression with every customer visit and increase your revenue per sale. Take a payment on the spot or make it easier for customers to pay you using an emailed invoice and electronic payment. Learn how Sage solutions enable you to do business anytime, anywhere and gain the freedom to achieve your ambitions. Sessions Descriptions ‐ Track E – ERP (Enterprise Resource Planning) Sage 50 (Simply Accounting) What’s New , see what’s new with Sage 50 (Simply Accounting) and have your questions answered Sage BusinessVision What’s New, see what’s new with Sage BusinessVision, third party add on’s and have your questions answered by 25+ Sage BusinessVision veteran Have You Out Grown Your Current Accounting Solution Over time, we know that some customers may outgrow their business accounting product and find themselves in need of a solution that can offer a more powerful, scalable, and integrated system to support their ongoing business needs. Change is never easy, especially when it comes to your valuable accounting system, but DB Group Consulting has the experience and knowledge to make the transition as smooth as possible and assist you as you evaluate ERP solutions. We’ll show you how we can save you potentially thousands of dollars on a feature‐rich system that can trigger increased productivity across your organization.