meeting of the minds 2015 agenda

: : P L AT I N U M S P O N S O R

: : G O L D S P O N S O R

by

: : S I L V E R S P O N S O R

: : P U B L I S H E R

Meeting of the MindsMeeting of the Minds2015

SAN DIEGO, CALIFORNIA

2015 SPONSORS



PRESENTS

Embassy Suites San Diego Bay - DowntownFebruary 19 - 21, 2015

Member Contact Email Level

SWK / Mapadoc Brian Dunn [email protected] PLATINUM

ScanForce Software Steve Showalter [email protected] PLATINUM

JDB Solutions Group Joe Bisaha [email protected] GOLD

Scanco Devin Ambron [email protected] GOLD Information Integration Group Alec Baghdasaryan [email protected] GOLD

Websitepipeline Brian Nunes [email protected] GOLD

BizNet Software Denise Hutchison [email protected] GOLD Aatrix Payroll Reports and eFiling Bruce Senti [email protected] GOLD

DataSelf BI Joni Girardi [email protected] SILVER

FusionRMS Mike Gill [email protected] SILVER

V-Technologies Caroline Walsh [email protected] SILVER MSI Data (Service Pro Software) Kelley Star [email protected] SILVER

Acumatica Dawn Jaeger [email protected] Publisher

xTuple Missy Schmidt [email protected] Publisher

Name Company Area email

Wayne Schulz Schulz Consulting President [email protected]

Jeff Schwenk Bottomline Software, Inc. Treasurer [email protected]

Jim Woodhead DSD Business Systems Events [email protected]

Robert Wood DDF Consulting Group Membership [email protected]

Peter Wolf Azamba, Inc. Marketing and Sales [email protected]

Therese Logeais Technology Integrators, LLC Education [email protected]

SPONSORS CONTACTS

90 MINDS ADMIN TEAM

Pre-conference training sessions. Past topics have included: Fixed fee pricing, Sage 100 Scripting, Sage 100 Intelligence.

Vendor and publisher memberships - New this year we’ve added vendor and publisher members. This expansion of membership adds to the opportunities that our members have to increase their customer’s overall experience

Sage Summit social and educational activities - At Sage Summit 2014 our group sponsored a meet and greet as well as two educational sessions (sold out).

Liaison with vendors and publishers - The administrative team of 90 Minds regularly meets with vendors and publishers you work with and relay member concerns directly to their management.

For those of you attending for the first time - Meeting Of The Minds is our annual member conference where we spend time discussing both business and technical topics related to the software and services our members work with.

Our first meeting was 18 people held in the training room of DSD Business Systems in February 2012.

From there we’ve met annually in February and grown attendance by 600% to the combined 105 consultant, vendor and publisher members meeting this week in San Diego.

The past year has been one of change. Not only are end users increasingly open to researching technology online but their patience for waiting for answers seems to diminish each year.

90 Minds is an avenue for our members to ask questions of other consultants - outside the view of the end user - and

receive prompt accurate replies.

We pride ourselves on sharing technical and business information that helps improve the overall customer experience for each of our customers.

90 Minds continues to grow and expand by offering:

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90 Minds group membership has grown to nearly 170 active members. As our members diversify services the 90 Minds group will diversify as well. Watch for more opportunities to communicate privately with vendors and publishers.

Enjoy the next two days of education and sharing!

Thank You For Being A Valued Contributor and Member.

Welcome To The Fourth Annual Meeting Of The Minds!

TIME

MEET AND GREETMonterey Room, Embassy Suites San Diego Bay Downtown

6:30 - 8:00 AM BREAKFAST : EMBASSY SUITES SAN DIEGO BAY DOWNTOWN

SAGE 100 ROAD AHEADConversation with Sage Management (Non-Publisher Members Only)

Mike Ritchie | Deborah Nelson8:15 - 10:00 AM

BUSINESS TECHNICAL

BREAK10:00 AM - 10:15 AM

SAGE 100 UPGRADE TIPS & TRICKSBarbara Goldstein

ACUMATICA’S TOP 10 PRODUCT AND PARTNERSHIP DIFFERENTIATORS!ACUMATICA

COMMERCIAL OPEN SOURCE, BEST OF BOTH WORLDSXTUPLE

BEST PRACTICES FOR SUB-CONTRACTINGJohn Shaver, Robert Wood

SAGE INTELLIGENCE -ANNUAL BRUSH-UP

Eric AndersonPANEL DISCUSSION:

THE THREE BEST BUSINESSIMPROVEMENTS WE HAVE MADE

Wayne Schulz, Jerry Norman, Mike Nessen

BREAK2:30 PM - 2:45 PM

TO MERGE OR NOT TO MERGEJohn Hoyt

COMPETITIVE PRODUCTS -WHY ARE THEY EATING OUR LUNCH?

OR ARE THEY?Mark Chinsky, Gary Feldman

SCRIPTING -SOLVING BUSINESS ISSUES

Alnoor Cassim

VISUAL INTEGRATOR VS. VB SCRIPTDoug Jenkins

GROWING YOUR PRACTICE WITH SAGE ERP X3 – An Insider’s Guide

Jeff Roth

5:30 - 7:30 PM

MEETING OF THE MINDS KICKOFF: Wayne Schulz, Jim Woodhead, Therese Logeais8:00 AM - 8:15 AM

THURSDAY FEB 19

FRIDAY FEB 20

LUNCH: Atrium, Embassy Suites San Diego Bay Downtown12:00 PM - 1:00 PM

DINNER CRUISEBOARDING AT 6:30 , SAILING AT 6:45 | 10 MINUTE WALK FROM HOTEL

At Broadway Pier, next to USS Midway - DON'T BE LATE!!

10:15 - 11:00 AM

11:00 - 11:30 AM

11:30 - 12:00 PM

1:00 - 1:30 PM

1:30 - 2:15 PM

2:45 - 3:30 PM

3:30 - 4:15 PM

4:15 - 5:00 PM

HAPPY HOUR: Atrium, Embassy Suites San Diego Bay Downtown5:30 PM - 6:15 PM

6:30 - 9:30 PM

PRESENTS



AGENDAROOM

Atrium

BroadwayPier

Atrium

THURSDAY FEB 19 / FRIDAY FEB 20

GROUP PHOTO IN THE FOYER2:15 PM - 2:30 PM

ROOM KEY: Topeka Room Santa Fe RoomMonterey Room

Atrium

Photographer available from 11-2 PM in the Foyer

NAME BADGE REQUIRED FOR ALL EVENTS.

TIME

BREAKFAST : EMBASSY SUITES SAN DIEGO BAY DOWNTOWN

BUSINESS TECHNICALTO SCAN OR NOT TO SCAN:

MOBILE DEVICE WAREHOUSE TAKEOVERSCANCO

6:30 - 8:00 AM

SATURDAY FEB 21

LUNCH: Atrium, Embassy Suites San Diego Bay Downtown11:30 PM - 12:30 PM

8:00 - 8:30 AM

PRESENTS



AGENDAROOM

Atrium

SATURDAY FEB 21

REACH OUT TO MORE CLIENTS USINGIIG PRODUCTS AND SERVICES

IIG

MFG EFFICIENCIES, SHOP FLOOR DATACOLLECTION, AND BARCODING

JDB SOLUTIONS

BIZNET MAKES EXCEL BETTERBIZNET

HELPING YOUR CUSTOMERS GET, KEEP,AND GROW THEIR CUSTOMER BASE

WEBSITE PIPELINE

EFILING: MORE THAN A TREND -AN ESSENTIAL BUSINESS TOOL

AATRIX

BREAK9:30 AM - 9:45 AM

8:30 - 9:00 AM

9:00 - 9:30 AM

PANEL: MARKETING - BEST REFERRALAND LEAD SOURCES

Peter Wolf, Wayne Schulz

SAGE 300 PROS & CONSMarc Cregan

SAGE CRM TECHNICAL DIVE Paul Stone

SAGE MANUFACTURING OPTIONS,EVOLUTION & IMPLEMENTATION

Joe Bisaha, John Hoyt, Madeline Stefanou, Ryan Rick

9:45 - 10:30 AM

10:30 - 11:30 AM

EFFORTLESS EDI AND WHY IT SHOULD MATTER TO YOUMAPADOC

SAGE 100: BAR CODES AND AUTOMATION SOFTWARE SCANFORCE

DIVERSIFYING WITH ANOTHER ERP SOLUTION PANELJim Woodhead - Moderator

Shawn Slavin, Phil McIntosh, Brian Rice, Mark Chinsky

12:30 - 1:00 PM

1:00 - 1:30 PM

1:30 - 2:15 PM

BREAK2:15 PM - 2:30 PM

CRYSTAL REPORTS ADVANCEDTIPS & TRICKS

Marc Cregan, Therese Logeais

IMPLEMENTING ANNUAL SUPPORT PLANS - WHAT'S THE CATCH?Wayne Schulz, Jerry Norman

90 MINDS MEMBERSHIP BENEFITS REVIEW - EVERNOTE, DROPBOX, SOCIALCAST, ETC.Wayne Schulz, Robert Wood

2:30 - 3:15 PM

3:15 - 4:00 PM

4:00 - 4:45 PM

IT'S ALL ABOUT SIA, NO TROUBLEMoira Goggins

DINNER OF THE MINDS: EL PUESTOLocated at The Headquarters (Across the street from Embassy Suites)

HAPPY HOUR: Atrium, Embassy Suites San Diego Bay Downtown5:30 PM - 6:15 PM

6:30 - 9:30 PMEl Puesto

CLOSING REMARKS4:45 PM - 5:00 PM

ROOM KEY: Topeka Room Santa Fe RoomMonterey Room NAME BADGE REQUIRED FOR ALL EVENTS.

Atrium

Atrium

Sage 100 Road Ahead and Conversation with Sage ManagementMike Ritchie, Deborah NelsonMike and I are looking forward to coming down to the conference and presenting the Road Ahead session, focusing on the 2015 release and also having a conversation with the 90 Minds members about the future direction of the product.

Sage 100 Upgrade Tips & TricksBarbara GoldsteinOpen forum discussion - What's new, what's not, common issues.

Acumatica’s Top 10 Product and Partnership Differentiators!Richard DuffyAdding another solution is a big decision. Attend this session to learn why many Sage partners have decided to add the Acumatica cloud ERP solution to their portfolio. We’ll explain our key differentiators and competitive advantages. You’ll also learn about the benefits of our “no fee” partner program and all-encompassing enablement program, plus you’ll see the product in action. Our session will be packed with useful information and will give you criteria you can use to evaluate the playing field. Find out what all the buzz is about!

Commercial Open Source, Best of Both Worlds - xTupleDanielle KernerFully integrated ERP targeting manufacturing & distribution industries.

MAPADOC: Effortless EDI and Why It Should Matter to YouGary BermanWhat is effortless EDI? What does it mean to you and your customers? Gary Berman, EVP of SWK Technologies, Inc. (the publishers of MAPA-DOC) will review what you need to know about EDI, how the EDI process works, and how you can position your EDI solutions to con-tinue as your clients’ trusted advisor--while growing your business.

Sage 100: Bar Codes and Automation Software - ScanForceSteve ShowalterWe will show the functionality of our Mobile Sales Module as well as our Warehouse Automation Module.

CLASS DESCRIPTIONS

FULL GENERAL SESSIONS

CLASS DESCRIPTIONS

FULL GENERAL SESSIONS (Cont.)

Diversifying With Another ERP Solution PanelJim Woodhead - ModeratorShawn Slavin, Phil McIntosh, Brian Rice, Mark ChinskyThe grass is always greener on the other side of the fence. Or is it? If you're considering taking on another ERP product you'll want to listen to these panelists discuss their diversification experiences with Micro-soft Dynamics NAV, Intacct, Acumatica, xTuple, SAP, Epicor and more.

Implementing Annual Support Plans - What's the Catch?Wayne Schulz, Jerry NormanAnnual support plans can be great money makers provided you clearly define support. You'll leave this session with an actual support plan which you can modify for your own use. Listen to the experiences of others who are 100% support plan based. Some of the ideas we will discuss: How to handle web inquiries; Diagnostic fees (how, why and when to charge); How to convert hourly customers to annual plans. In addition, we will talk about ways that you may need to change your support plans in the future such as including a managed upgrade option.

90 Minds Membership Benefits Review - Evernote, Dropbox, Socialcast, Etc.Wayne Schulz, Robert WoodJoin Wayne and Robert for a tour of the various 90 Minds member benefits. If you've grown frustrated with the searching for download-able files on the Sage portal, then learn how you can access the group DropBox and the various files we store. In addition, we will give a guided tour of the group Evernote knowledge storage as well as review some tips and tricks for Socialcast.

The Three Best Business Improvements We Have MadeWayne Schulz, Jerry Norman, Mike NessenJoin the discussion and learn what new business improvement your peers have implemented this past year that have worked well. We will touch on support plans, best practices for informal quotes (aka "starts at" pricing), methods for tracking projects, billings and plenty of time for participation by audience members.

BUSINESS TRACK SESSIONS

CLASS DESCRIPTIONS

BUSINESS TRACK SESSIONS (Cont.)

Competitive Products - Why Are They Eating Our Lunch? Or Are They?Mark Chinksy, Gary FeldmanA panel discussion to look at how Sage compares competitively, both feature-wise and strategically.

To Merge or Not to Merge?John HoytWhat does it mean to "merge" now? What's the process and what are the benefits/costs?

Best Practices for Sub-ContractingJohn Shaver, Robert WoodDon't know all there is to know about your product? Need some extra help? While 90 Minds can help with specific answers, sometimes using another consultant pays off.

GROWING YOUR PRACTICE WITH SAGE ERP X3 – An Insider’s GuideJeff Roth While most of us have built a solid foundation for ourselves with Sage 100 ERP, where do we go from here? What are your plans for the next 5-10 years and what roadmap do you follow? One way is to consider getting engaged with Sage ERP X3. Jeff Roth, CEO of SWK Technolo-gies, Inc., headquartered in Livingston, NJ will take you through the decision matrix, the resources, the pitfalls and the upside in taking on this enterprise-level application. There are many approaches in getting involved with Sage ERP X3 and Jeff will give you some thoughts and pointers on your options.

Helping Your Customers Get, Keep, and Grow Their Customer Base - Website PipelineBrian NunesIn this interactive workshop you will learn about a different approach to guiding customers through making decisions on technology purchases. We will take a look at 3 industries that revolutionized the way they serviced their customers through technology. We will look at the ladder of engage-ment and 8 activities that help with moving customers up that ladder. Worksheets will be provided that you, as a consultant, can use to help your customers identify their top customer segments, identify which of the 8 activities are critical, and grade how they are doing with those activities.

CLASS DESCRIPTIONS


To Scan or Not To Scan: Mobile Device Warehouse Takeover - ScanCoDevin AmbronScanco explains advanced functionality of warehouse software that allows integration with large volume logistics strategies to create a more powerful enterprise solution. See how omni-platform warehouse management of the future will run on Android, iOS and Windows.

Mfg Efficiencies, Shop Floor Data Collection, and Barcoding -JDB SolutionsJoe BisahaJDB Solutions Group, LLC specializes in manufacturing automation, including barcode scanning technology and equipment, process design, and consulting – specifically surrounding Sage 100 ERP (MAS 90 and MAS 200) and JobOps. For more than a decade, we’ve been honing our skills and expertise in this area, working with Sage Authorized Partners and their clients to design, implement, and support effective and efficient manufacturing solutions. Our flagship products, WOScan and JOScan are highly flexible, adaptable barcode data collection solutions that work in concert with Sage ERP 100 and JobOps. We also offer custom data integration services, allowing clients to leverage legacy or third party applications as part of an overall manufacturing solution.

Panel: Marketing - Best Referral and Lead SourcesPeter Wolf, Wayne Schulz What's working for leads? What's not? Are web leads all they are cracked up to be? What are the three top marketing activities that are generating paying customers? How much knowledge do you give away to a potential client before turning on the meter? Share your experiences in this area.

Sage CRM Technical Dive Paul StoneIn this one hour session we will be focusing on Sage CRM from an intermediate perspective. This technical dive will include best practices and common pitfalls to avoid when implementing Sage CRM. The instructor will be provided a list of topics and the attendees will be given the opportunity to choose what content will be delivered. Topics include: Workflow basics, Exchange integration with the Outlook plugin, Data mining with dashboards and Integration with Sage 100.

CLASS DESCRIPTIONS


Crystal Reports Advanced Tips & TricksMarc Cregan, Therese LogeaisWe all know Crystal Reports - all business framework modules now use it for their reports - but how many of us know it well enough to make it do what we want it to do? Shared variables, anyone? How to speed up processing of lengthy reports? These are just a few of the topics to be addressed.

Sage Intelligence - Annual Brush-upEric AndersonEric Anderson is back once again to help us gain a better perspective on Sage Intelligence. We can all use a brush up!

Scripting - Solving Business IssuesAlnoor CassimIn Sage 100 would you like to be able to make fields required, or add security beyond what's in Role Maintenance, or auto set your own ship dates? What about hiding the costs fields and disabling the Costs tab in Inventory? Or how about setting custom price discounts on orders? Or changing all the line whse codes in 1 step by just changing the Header whse? These are just some of the business issues Scripting can solve for you. Attend this session to learn more about possibilities with Scripting and how it can benefit your clients. Note: This is not a hands-on session but feel free to bring your laptop anyway.

Visual Integrator vs. VB ScriptDoug JenkinsWe will discuss how both Visual Integrator and VB Script use the Sage Business Object and when it is useful to build imports with Visual Integra-tor and when is it useful to build imports with VB Scripts. I will have some examples to illustrate the points and a useful download for reference.

Reach Out to More Clients Using IIG Products and ServicesAlec Baghdasaryan Since 1991, IIG has been providing computer based Business Manage-ment Solutions to medium size companies as well as providing ISV products and custom software development services to a national network of over 200 channel partners. IIG is a Microsoft Partner and a reseller of NetSuite and Sage 100 ERP, Sage 300 ERP, Sage 500 ERP and Sage X3 ERP products.

TECHNICAL TRACK SESSIONS

CLASS DESCRIPTIONS

TECHNICAL TRACK SESSIONS (Cont.)

Biznet Makes Excel BetterDenise Hutchison, Director Channel Sales BizNet's Excel® Business Information Suite is the most innovative and intuitive product solution on the market. It creates a user friendly drag & drop user environment with live, real-time access to the most current data. This session will highlight BizNet’s pre-built integration to Sage 100 for easy report building and distribution as well as the ability to integrate to any data source easily. The session will also showcase two exciting new products that provide tremendous consulting opportuni-ties for our resellers. Learn why over 14 publishers (including 6 for FRx replacement), industry analysts (like K2 Enterprises), 200+ resellers, and over 26,000 users recommend and use BizNet.

eFiling: More Than a Trend - An Essential Business Tool - AatrixBruce Senti, New Market ManagerNow that Sage 100 users with Payroll have to use Aatrix, learn about the different features and benefits of the product.

Sage 300 Pros & ConsMarc CreganHow does Sage 300 compare to Sage 100, feature-wise, customization options, etc.? While both products have similar features, there are differences. Did you know Sage 300 has multi-currency capabilities but lacks an in-depth manufacturing system? (Yes, there is MISys...)

Sage Manufacturing Options, Evolution & ImplementationJoe Bisaha, John Hoyt, Madeline Stefanou, Ryan Rick This round table discussion will specifically address Work Order, ACSG Enhancements, Purchase Agent, and JobOps approaches; potential evolution of these solutions; and specific implementations using JOScan and ACSG Multi-Bin.

It's All About SIA, No TroubleMoira Goggin Sage Inventory Advisor - Preparing the Customer and Data for SIA - Some Do's and Don'ts.