Decision Maker Summit 08 Agenda
 

April 17, 2008
Wachovia Center - Home of the Philadelphia Flyers
Philadelphia, PA


 

Registration & Breakfast  8:00 am - 8:45 am  
Welcome Address 9:00 am - 9:30 am
Keynote: Steven Ciarciello, CEO CompuData, Inc.
Keynote:
Himanshu Palsule, EVP & General Manager, Business Management Division Sage Software
Break Out Session 1 9:45 am - 10:30 am 
Get Smarter with Business Intelligence
Sage Software
Come to this session to find out why business intelligence software is the next tool you can’t live without. See how you can gain insight into your business without pouring through long cumbersome reports. New real-time dashboards transform your data into useable decision making tools. See Business Intelligence tools that integrate with Sage MAS 90 / 200 or MAS 500.
Audience: Existing or Prospective Sage MAS 90 MAS 200 or MAS 500 clients, Management
Warehouse Automation
Sage Software & Scanco
Keep inventory information current, provide maximum accuracy, and raise the performance of warehouse personnel by using wireless handheld devices equipped with a keypad and bar code scanner. Sage and Scanco offer warehouse and bar code solutions for MAS 90, MAS 200 and MAS 500.
Audience: Existing or Prospective Sage MAS 90 MAS 200 or MAS 500 clients
CRM Basics and Choosing a Solution for Sage MAS
Sage Software
This session deconstructs the differences between the ACT! and SalesLogix. Content focuses on four areas: product features, integration requirements, cost and customer experience. By the end of the session, you’ll know the core differences between the CRM products and the relevance of those differences to your business.
Audience: Existing Sage MAS 90 MAS 200 or MAS 500 clients without CRM
Microsoft Presents Windows Server 2008 - What's New
Dave Johnston, Microsoft Corporation

Don’t miss this session as Dave Johnston, Solution Specialist, will provide you 11 reasons why you should consider recently released Windows Server 2008 for your next generation Network, Apps and Web Server. New features include built-in Web and virtualization technologies, security enhancements, improved network bandwidth, high availability features, Server Core installation option which provides a minimal environment for running specific server roles…and many more features.
Audience: IT
Sage TimeSheet for MAS 90, MAS 200 and MAS 500
Sage Software
Did you know that Sage TimeSheet can help you improve your billing cycles, increase cash flow and streamline your expense reimbursement process when integrated to Sage MAS 90, 200 or 500? Come explore how adding TimeSheet to your current MAS system will help you streamline your business processes and increase your bottom line.
Audience: Existing Sage MAS 90 MAS 200 or MAS 500 clients that need to record time or expenses
Break Out Session 2 10:45 am - 11:30 am 
Using CRM as a Management Tool
Sage Software
Come to this session to find out why customer intelligence is often the best business intelligence you can get. Making effective, timely business decisions requires access to key performance indicators at all levels of your organization. Sage SalesLogix provides powerful business intelligence capabilities, including Sage SalesLogix Visual Analyzer, Dashboard, and Packaged and Custom Reports. See ten built-in dashboards including: Key Performance Indicators (KPI), Maps, Ranking, Forecast, Win/Loss, Opportunities, Activities, Marketing, Customer Service, and Details.
Audience: Existing or Prospective Sage SalesLogix clients, Management
Manage the Process…Not the Paper!
Altec doc-link

Discover for yourself what many companies are experiencing with doc-link integrated document management & workflow. Altec will profile a MAS customer, reveal their paper based pains and show how doc-link unleashed the power of their Sage accounting system to solve their company’s processing bottlenecks. Learn how to address your paper pains easily with a solution that improves productivity, cuts costs and generates an ROI usually within 9 months.

Audience: Existing Sage MAS 90 MAS 200 or MAS 500 clients

Sage MAS 500: The Next Logical Step
Sage Software
Are you experiencing any of these growth-related challenges?

  • An increase in transaction volume, users or data

  • The need for more advanced accounting capabilities, including complex allocations, consolidations or multi-currency processing

  • Operational expansion such as multiple locations or remote warehouses

  • Frequent stock-outs or excess stock

  • Difficulty forecasting material demand or maximizing work center capacity

Then it may be time to check out Sage MAS 500, a more robust business management solution for growing businesses.
Audience: Existing Sage MAS 90 MAS 200 clients outgrowing system

Defend your Network Against Intruders & Intrusions
Barracuda

Let's face it: Connecting your computer to the Internet is like sending your staff out to play in the traffic. With snoops, hackers, virus writers, script kiddies, worms, Trojan horses — and oh, yeah, spam, spam, spam, spam, junk e-mail, Viagra, and spam — swarming around every available Internet connection, it's reckless and downright foolish to go online nowadays without antivirus, firewall, and spam-fighting solutions installed.
Audience: IT
Put an End to Your Budget Nightmares
Sage Software
It's time to stop wasting valuable time reconciling numbers on spreadsheets. Time to eliminate countless hours of number crunching. You need a solution that will allow you to react to last minute changes in assumptions, incorporate the data you need (when you need it!) and make more informed business decisions. Sage Active Planner will transform your budget nightmare into a truly collaborative budgeting and planning process. With shorter planning cycles and time to focus on continuous performance improvement, you'll help your company realize its strategic goals.
Audience: Existing Sage MAS 500 clients
Break Out Session 3 11:45 am - 12:30 pm 
The Road Ahead: Sage MAS 90 and 200
Sage Software
Come see what’s new in the latest 4.3 release of MAS 90 and 200, including the Paperless Office Suite, core module enhancements, usability improvements, and the new business analytics tools with an improved business dashboard.  See how these and future product enhancements can streamline your processes, and help you get the most of your software investment.
Audience: Existing or prospective Sage MAS 90 MAS 200 clients
Service Management Plus (SM-Plus™), a total service management solution which seamlessly integrates with Sage MAS 500
Cory S. Rhodes, Single Source Systems
The right service management system will help your customer service personnel respond quicker, make better decisions, utilize resources more effectively and build knowledge to speed future decision-making. SM-Plus for MAS 500 is a fully integrated solution for companies that manufacture, sell, service, or install high-value technical or industrial products. SM-Plus streamlines operations for contact centers, field service, depot repair, installation, contract administration and costing all tightly integrated to MAS 500.
Audience: Existing or prospective Sage MAS 500 clients or Service based businesses
Microsoft Office System Tips and Tricks
Dave Johnston, Microsoft Corporation
Join Dave Johnston, Microsoft Solution Specialist as he provides a high energy real world demonstration of the Office System features that will have the greatest impact on your business. During the session you learn how to increase your personal productivity, team collaboration, and improved business insight. Products discussed include; Office 2007, SharePoint Server 2007, Office Communicator Server (IM, Presence) & Exchange Server 2007 .
Audience: IT & General Business
Painless EDI for Sage MAS 90, MAS 200 & MAS 500
TrueCommerce
TrueCommerce makes EDI painless by making it easy and affordable! All the software, network services and support needed to successfully implement a fully integrated EDI solution are included in the TrueCommerce solution. Ultimately, what TrueCommerce provides is the peace of mind that comes from selecting an EDI solution that delivers robust functionality and unparalleled scalability, yet it is simple to deploy and maintain. With TrueCommerce, all you need to implement an EDI solution that fully integrates with Sage MAS 90, MAS 200 or MAS 500 is a standard Internet connection – everything else is provided.
Audience: Existing or Prospective Sage MAS 90 MAS 200 or MAS 500 clients
Fixed Assets for Sage MAS 90, MAS 200 and MAS 500
Sage Software
If you use a spreadsheet to manage and depreciate your fixed assets, then you are not in compliance with IRS, GAAP, and Sarbane Oxley regulations. But getting into compliance is easy. In this session you will learn how the Sage Fixed Asset module for MAS can bring you into compliance with ever changing fixed asset regulations and save you lots of time every month. It has all the power and reliability of Sage FAS, but with special integrations and features designed just for businesses that use Sage MAS 90, MAS 200 or MAS 500.
Audience: Existing Sage MAS 90 MAS 200 or MAS 500 clients
Time-Out Lunch 12:30 pm - 1:15 pm 
Meet the Vendor Line-up Dessert & Coffee 1:15 pm - 1:45 pm 
Break Out Session 4 2:00 pm - 2:45 pm 
The Road Ahead: Sage MAS 500
Sage Software

See what’s new in MAS 500 v7.2 and what’s coming in future releases of the product. Version 7.2 includes the new Business Insights Dashboard, with up-to-date sales statistics, key Sage MAS 500 data, industry news, and competitive intelligence at your fingertips, the new Data Import Manager that provides a robust database integration mapping application, the new enhanced user interface to Sage MAS 500 Office, and many other new usability improvements.
Audience: Existing or prospective Sage MAS 500 clients
Get the most from your investment in MAS 90 and MAS 200 with Sage Extended Solutions and Custom Office
Sage Software
Would you like to find better ways to manage your accounting processes with increased efficiency, accuracy and data tracking? What about creating a more productive and streamlined Accounts Payable cash management system or further automating your supply chain management and re-order process? Sage Software offers powerful personalization tools with MAS 90 and MAS 200 Extended Solutions and Custom Office. See the many ways that you can minimize the burden of data entry and increase the productivity of your day-to-day tasks.
Audience: Existing Sage MAS 90 MAS 200 clients
Enable your Mobile Salesforce
Sage Software
If you have a sales staff that is out on the road, you need to attend this session. Learn about the various mobile technologies that will increase sales productivity. View pertinent customer history, take notes, schedule meetings, complete activities, receive, send and record emails, update opportunities, review service ticket information, and enter orders all from a Blackberry or other handheld device.
Audience: Existing or Prospective Sage MAS 90 MAS 200 MAS 500 or SalesLogix clients
How fast does Intelligent WAN Optimization Pay off?
Packeteer
Make sure your key business applications aren’t slowing down because employees are downloading YouTube videos or songs for their iPods. Learn about the critical connection between WAN optimization & application visibility for guaranteed application delivery. Take a look at how the Packeteer system will benefit bottom line ROI when it comes to delivering the applications your organization counts on.
Audience: IT
Break Out Session 5 3:00 pm - 3:45 pm 
Alerts on Steroids: Procedural Business Intelligence and Improved Workflow
Vineyardsoft Corporation
Business today demands that you keep on top of what’s happening – and even what’s not happening – within your organization. Overdue invoices, stock shortages, late deliveries, and clients who have changed their buying habits are all facts-of-life in business. What matters most is how you respond to these events when they occur.  This session focuses on using “Procedural Business Intelligence” – a cost-effective approach that enables you to put operations-level business intelligence into place, combining sophisticated data analysis, active alerts, and intelligent workflow.
Audience: Existing or Prospective Sage MAS 90 MAS 200 MAS 500 or SalesLogix clients
Document Capture for Sage MAS 90™ and MAS 200™
RICOH Americas Corporation
With Transaction Link, users of Sage MAS 90™ and MAS 200™ can improve their existing workflow processes by using their Ricoh Multifunctional Products (MFPs) to scan paper documents and link the resulting electronic files to specific transactions within their accounting software. Transaction Link solves the problem of supporting paper documentation being disconnected from the accounting transactions it relates to.
Audience: Existing Sage MAS 90 MAS 200 clients
Improving Customer Service
Sage Software
Follow a day in the life of an effective Customer Service rep using the latest in tools. See how incoming and outgoing phone calls can be linked to your SalesLogix screen, pre-populating with incoming customer information, or automatically recording incoming or outgoing calls in SalesLogix, increasing productivity and the enhancing your customers’ experience. Also see the newest Sage MAS integration tool for inventory status checks, creating quotes and orders, creating service tickets, and increasing response times.
Audience: Existing Sage MAS 90 MAS 200 MAS 500 or SalesLogix clients
Disaster Recovery and Resiliency from Beginner to Advanced
Ed McGarrity, Computer Associates
Every business needs to protect and manage data.  There are, however, several different levels to mitigating risk.  We will discuss basic server backups, backups of LANs and mobile devices, disk-to-disk-to-tape, real-time data replication, automatic fail-over, and collocation (COLO) as alternative data management options for businesses with varying tolerances to lost data and disaster recovery.
Audience: IT
Job management: getting it done on-time and profitably
Stacy Schulz & Randy Stone, JobOps
Designed for make-to-order, install-to-order, and service companies, JobOps provides smooth transitions from Estimating, to Orders, to Production Control to Purchasing, to Scheduling, to Job Cost Accounting and Tracking, to Field Services.  Whether you make something, are involved in installations, or provide services, JobOps, together with MAS 90 or MAS 200, helps you manage your jobs to deliver on-time and track your job costs to produce a profit.
Audience: Existing Sage MAS 90 MAS 200 clients or Job Based Businesses
Break Out Session 6 4:00 pm - 4:45 pm 
Microsoft Executive Overview
Dave Johnston, Microsoft Corporation
Dave Johnston, Microsoft Solution Specialist, will provide an energetic, informative session on Microsoft solutions and how they will provide your organization a powerful platform for collaboration, workflow, business scorecards, compliance management and process management. Products discussed include; Office 2007, SharePoint Server 2007, Office Communicator Server (IM, Presence) & Exchange Server 2007. This session highlights the key points of the previous 2 Microsoft sessions without delving into fine detail.
Audience:
Management
Eliminate Sales Tax Headaches
Avalara

Constantly changing tax laws intensify the complexity of calculating, collecting, and remitting sales and use taxes to more than 8,000 taxing jurisdictions across North America. Automate calculation, reporting, and returns to reduce audit risks, and time-consuming tax schedule research. Sage MAS Sales Tax automates functions ranging from jurisdiction assignment, rate research, and maintenance to reporting, returns, and remittance.
Audience: Existing Sage MAS 90 MAS 200 or MAS 500 clients
Web-Enabling your Business for Growth
CompuData Inc
With the Internet quickly becoming the most powerful business resource worldwide, e-commerce capabilities are imperative for companies seeking to maintain their competitive advantage.  Technology is the great equalizer.  If you sell products, you should have a web storefront.  If you service customers, you can offer customer self-service and reduce your number of Customer Service Reps (CSRs), while increasing business.  Learn about all the tremendous advantages of having a customer facing web site that is fully integrated to your Sage MAS 90 or MAS 200 system.
Audience: Existing Sage MAS 90 MAS 200 clients

Moving Beyond the Traditional Phone and WAN Systems
Tom McCaffrey - Director, AT&T Technical Marketing

AT&T offers a new approach to communication that  enables fast, cost-effective business communications and applications anytime, anywhere, to any device, safely and securely.  Move away from the traditional hub and spoke architecture to an MPLS environment to ensure communications survivability even in the event of hardware and/or Wide Area Network (WAN) disruption.  Drive enriched communications capabilities throughout your organization with improved voice and data technology, while lowering your total cost.
Audience: CxO, Management IT

How eRequester will save your company money
eRequester
eRequester is a robust web-based procurement management, requisition, purchase order approval and expense management solution. By streamlining the process, eRequester significantly reduces the overall cost to requisition, approve, create POs, receive and pay invoices. eRequester’s ease of use dramatically cuts down on costly labor traditionally associated with paper-based procurement methods. The centralized web-based eRequester system eliminates errors and duplicate data-entry and controls “maverick” purchasing. In addition to lowering the costs of procurement, eRequester enables your staff to spend less time processing orders and more time on strategic tasks. All this results in rapid and quantifiable ROI.
Audience: Existing Sage MAS 500 clients
Vendor Line-Up 4:45 pm - 5:00 pm
Play-Off Reception 5:00 pm - 7:00 pm 
The Power-Play Reception is held in the exclusive Lexus Club and features visits with Philadelphia Flyers Alumni, special guests, and special “Flyers” autographed surprise giveaways that we have in store for you!
 
 

Speakers

Who should attend?

Why should you attend?

Where is Wachovia Center?

Frequently asked questions
 

 

 

CompuData, Inc.
2701 Commerce Way • Philadelphia, PA 19154 • 800.223.3282
2401 Whitehall Park Drive • Suite 300 • Charlotte, NC 28273 • 888.889.3282
8001 Irvine Center Drive • 4th Floor • Irvine, CA 92618 • 949.754.3156
www.compudata.com