CAL Connect2012 Event Highlights

CAL Connect2012 Event Highlights

Highlights  Downloads  Reviews  Prizes  Sponsors
CAL Connect2012 Connect with CAL, GP and Each other…
CAL Business Solutions 2012
Microsoft Dynamics GP User Event

Tuesday, May 8, 2012 8:00 am-5:00 pm
Crowne Plaza, Cromwell, CT

Highlights

Nearly 200 people gathered in Cromwell, CT on May 8thfor CAL Connect2012, New England’s largest Microsoft Dynamics GP event. Highlights included an enthusiastic motivational speaker, 17 Dynamics GP sessions, an ISV expo and peer to peer networking for Dynamics GP users. This was our largest event ever and got rave reviews. We look forward to seeing you at CAL Connect2014.

Downloads

Download Session Materials in PDF form.

General Sessions:

  • Keynote Address: Targeting Your Time for Tangible Results-PowerPoint Handouts This highly  interactive session will provide you with innovative, useful and immediately  applicable techniques and strategies on how to gain 5-10 hours of time per week.  It will help you to be more productive and less stressed. It is time to take  your time management skills to the next level. This session is guaranteed to be  high energy, entertaining, stimulating and unlike any time management session  you have attended before. Presented by Joy Baldridge, CPC, CSP
  • A Look Ahead: Dynamics GP 2013 Highlights Microsoft Dynamics GP 2013 will ship in calendar year 2012. Come to this  session to get the highlights of what we’re planning in this release, how the  new web client affects your organization, and things you should learn now to get  ready for the release. This session will give insight into what’s coming so you  can plan for the future and understand what plans you should make. This session  will also highlight some of the features included in GP2010 R2 which are  available now! Presented by Amber Bell:CAL
  • Microsoft Dynamics GP Tips and Tricks This year all attendees have the chance to attend our most popular session. See  what new GP tips Amber has in her bag of tricks. Sure to be an enthusiastic  session that will turn every GP user into a power user. Presented by  Amber Bell: CAL

Breakout Sessions One:

  • Sales & Customer Service Tips for Distribution Companies  Learn specific ways technology can help you to organize customer  data and make it easy to find. Find out how to quickly access customer  information, historical purchases, sales data and inventory levels to serve  customers better. And how to be more productive by streamlining repetitive  tasks, tracking customer contact and integrating to Outlook. Presented by  Tim Hollstein: SalesPad, John Dileo: CAL
  • Budgeting, Planning, Forecasting and Reporting in Dynamics GP  with Management Reporter An introduction  to the capabilities of Management Reporter 2012. Management Reporter 2012 is a  powerful financial reporting solution that helps you achieve greater visibility  across your organization. Learn what new features may offer your  organization. Presented by Brenda Willey:CAL
  • How to Efficiently Collect, Analyze and Distribute Information  with SQL Reporting Services How to get  started with SQL Reporting Services Microsoft Dynamics GP Reports explores the  report design, enhancement and deployment of GP Reports and the benefits it can  bring to your organization. Presented by Dawn Pleil, Matt Zurosky &  Russ Nugent:CAL
  • Using Microsoft Excel to Supercharge Dynamics GP Reporting  See two tools that can help you supercharge reporting with the program you  love, Excel. First, how to copy and paste from Excel to Dynamics GP with the  Infinia Integrator – the fastest and easiest way to go from Excel to Microsoft  Dynamics GP. Learn how to save time, save headaches and increase efficiency.  Then see how BizNet software puts Dynamics GP Excel reporting on steroids. This  powerful reporting and analysis solution enables users to create a real-time  connection to massive amounts of data allowing anyone to connect and share  millions of rows of information. Build reports within minutes with a  user-friendly, drag & drop environment with live access to your data. Learn  why BizNet is recommended as the top FRx replacement solution. Presented  by Amber Bell: CAL, Tom Myers: Infinia, German Macedo: BizNet
  • Microsoft Executive Roundtable Join us for an informal  Q&A with our Northeast Microsoft team. Get the real scoop about Microsoft,  Dynamics GP and CAL Business Solutions. This is also your chance to ask about  complimentary technology such as Dynamics CRM, Sharepoint and more. Come with  questions and expect a lively discussion. Presented by George Mackiewicz:  CAL, Irma Austin: Microsoft, John Dooley: Microsoft

Breakout Sessions Two:

  • Logistics and Inventory Management Tools for Distribution &  Manufacturing Companies Find out about  efficient inventory and process optimization with applications for data  collection, warehousing distribution and manufacturing inventory management.  Learn best practices for gaining control of the movement and storage of  materials within a warehouse, tracking the processes associated with  transactions, and providing real-time web-based visibility on status and  reporting. Learn how your business can optimize inventory and receivables, gain  operational efficiencies and reduce risk through traceability. Attend this  session and gain better control of your operations and  receivables. Presented by Pam Burnham: Panatrack, Steve Dwyer: Appolis,  Andrea Smiley: Blue Moon, John Dileo: CAL
  • How Electronic Documents & Workflow Approval Can Help  Control Company Spend & Generate Savings Learn how you  can control spending, improve business processes, and generate cost savings by  eliminating paper invoices, & receipts, and also automating requisition and  expense approval. Presented by Jack Clarke: Ariett, Dan Saffo:  CAL
  • Go Beyond the Electronic File Cabinet to an Integrated Paperless  ERP solution Today’s business environment has heightened the need for cost-cutting  efficiencies and executive visibility into all your financial processes. Learn  how MetaViewer can eliminate manual data entry by efficiently implementing paper  and electronic invoice capture, utilize web-based workflow, enjoy real-time  visibility to the entire AP process, retrieve associated documents without  leaving your Dynamics solution, provide vendor self-service with the MetaViewer  Vendor Portal and easily expand to AR, HR, and payroll to achieve complete  paperless ERP. Presented by Steve Gregory: Metafile, Matt Zurosky:  CAL
  • Seamless Ecommerce: Integration Between a Web Store and  Microsoft Dynamics GP Find out how to  use an E-Commerce platform that integrates with Microsoft Dynamics GP. And how  to centralize your online inventory, sales force and web store in a dedicated  online environment as well as process payments online or in Dynamics  GP. Presented by Giuseppe Ianni: Azox, Chris Ringquist: CAL
  • 5 Ways The Right Accounting Software Can Help You Save Time For companies who are considering implementing new accounting software, attend  this session to see real ways it can save you time and money now. This session  will explain 5 specific ways you can improve efficiency and cut costs using  Microsoft Dynamics GP. Presented by George Mackiewicz: CAL, Anya  Ciecierski: CAL

Breakout Sessions Three

  • 5 Hot Operations Trends for Distribution Companies in 2012 Learn from industry experts who work with hundreds of distribution companies  about the trends they see impacting your distribution in 2012. Including data  collection, remote access/mobile, EDI, visibility and inventory  planning. Presented by Tim Hollstein: SalesPad, Chris Brunelli: RedTail  Solutions, George Mackiewicz: CAL
  • Get Smart with SmartList and SmartList Builder Find out how you can get the most out of one of our favorite GP features. Learn  how to create custom reminders, formatted export solutions, and how to better  communicate with customers, vendors and even employees using the built in  “Letter Writing” tool. We will also introduce you to SmartList Builder, an  add-on product which takes SmartLists to a whole new level by allowing for  external connections, complex formulas and restrictions. Learn how to work with  Microsoft free templates to create your own customized SmartList Builder  reports. And see two tools included with SmartList Builder; Excel Report Builder  and Navigation List Builder. SmartList  Templates (Note: You need to access Customersource for these  templates. Contact CAL  for assistance setting up your Customersource account) Presented by  Amber Bell:CAL
  • Best Practices for Dynamics GP System  Maintenance Learn practical proven  methods for achieving optimum Dynamics GP performance in your SQL server and  workstation environments. Including server hardware considerations to  workstation tweaks and everything in between. Presented by Chuck Ray:  CAL
  • Take Advantage of Tools You May Already Own: Fixed Assets,  SafePay, PosiPay & Professional Service Tools Understand the possibilities of leveraging modules you may already be entitled  to use to drive accuracy and efficiency across your  organization. Presented by Brenda Willey: CAL
  • How to Make Payroll Taxes Quick & Painless + 10 Reasons to  Automate Workflow and Go Paperless! Learn  about a tool that will file your returns, calculate optimal deposit schedules  and transfer payments directly from your accounts to the government agencies.  Plus handle all of your Federal and State filings and payments. Also learn about  a hosted employee portal where you can easily upload and manage E-paystubs,  W-2s, Federal W-4s, I-9s, Direct Deposit Enrollment, Profile Information and  Timesheets from one easy portal. All with easy integration to Dynamics. Then we  will explore everything from document storage, transaction automation,  electronic work, as it related to costs and driving efficiency through your  operations.. Learn how you can start with a cost effective document storage  solution and grow with Workflow and Transaction Automation. Presented by  Chris Hadden: Greenshades, Holly Condon: Papersave, Ron Monte:CAL

Reviews

“Excellent information, makes me want to learn more and gave me ideas for solving problems.” Leslie, Elvex Corp.

“Most valuable was learning about new products that can help our company be more efficient. The whole event was nicely organized and I’m glad I attended.” Chelsea, The Hotchkiss School

“Learned about several great tools that will be beneficial. I can’t wait for CAL Connect 2013” David, Empire Industries

Prize Winners

Sponsor Prize Winner
CAL Business Solutions IPad 3 Maria Peiser, Evolution 1
Azox $100 Visa Card Jay LaFond, Kloter Farms
Metafile $50 Visa Card Vicki Veecher, Edible Arrangements
$50 Visa Card Jason Constantine, Dr. Hauschka Skincare
$50 Visa Card Cynthia Covent, Women’s Health
Ariett XBox 360 Susan Griffin, Mohegan Tribe
WithoutWire Inventory Science Chamilia Charm Bracelet Brenda Sullivan, Protein Sciences
Greenshades Nook Color Sharon Gostin, Edible Arrangements
Panatrack $100 Visa Card Susan Griffin, Mohegan Tribe
$100 Visa Card James Mahoney, AIFS
Infinia 2TB Hard Drive Craig Robillard, Hotchkiss School
PaperSave Pro $100 Amex Card Vanisse Mascia, McIntrye Group
Blue Moon HP Digital Frame Nicholas DiCorleto, Town of Ellington
Redtail Solutions $150 Amazon Card Anthony Tylutki, Consumer Petroleum
BizNet Software $100 Amex Card Scott Stern, CSC Sugar
Altec Kindle Fire Elina Humes, Hotchkiss School
Flaum Technologies Godiva Gift Basket Derek Rhodes, Protein Sciences
P2 Automation Windows 7 & Office 2010 Jen Francis, Evolution 1
Windows 7 & Office 2010 Koren Kirby, Presto Frame
Myappsanywhere Gourmet BBQ Basket Ursula Stritzel, Wellspring
DiCentral Solar Charger JoAnn Friedlander, Aristo
Bio Analytics Nook Color James Mahoney, AIFS
The Walker Group 16 Gig IPod Nano Olga Glynos, Beekley Corp

Sponsors

SalesPad: The company’s flagship software solution is a standalone front-end application developed for Microsoft Dynamics™ GP. Its primary function is to offer faster and more comprehensive sales and customer service tools than those available in Microsoft Dynamics GP. www.salespad.net

 

k-eCommerce: k-eCommerce (FKA-Azox) provides e-commerce and e-payment solutions for Microsoft Dynamics GP. k-eCommerce develops and delivers fully integrated B2B, B2C and Sales Portal e-commerce websites. k-eCommerce also provides secure PA-DSS certified credit card/check processing for Microsoft Dynamics GP and online bill pay capabilities for existing websites. www.k-ecommerce.com/dynamics-gp

Metafile: Paperless accounts payable solution MetaViewer from Metafile gives you full visibility to all related documents from purchase order to payment to archive and back. You gain more control over your accounts payable process, eliminate inconsistencies, and automate your approval workflow. MetaViewer captures invoice data, eliminates repetitive processes, and makes documents and data readily available for better expense management. These efficiencies will help you and your department capitalize on early payment discounts, reduce your invoice processing costs, and improve your vendor and internal relations. You will be making a real strategic contribution to the bottom line. www.metaviewer.com

Ariett: Ariett Business Solutions is a leading provider of spend management solutions for Microsoft Dynamics GP – including include ReqNet™, AP Invoice, Xpense, MyTripNet and Mobile Connector – that help organizations optimize workflows, improve efficiency, control costs, manage business and budgeting rules, reduce errors and eliminate paper processes www.ariett.com

WithoutWire Inventory Science: WithoutWire Inventory Science (formerly Appolis) focuses on customer needs in the manufacturing and distribution market. Operational excellence comes from knowing your inventory work flow through kitting, pick-pack-ship, inventory counts and record keeping, while improving productivity. We bring answers to a non-technical user, requiring little to no IT staff on site. www.withoutwire.com

Greenshades: Greenshades provides both tax and non-tax related products making it easy to deal with reporting, payroll and HR processes. We are dedicated to supplying excellent software and providing world-class support to make doing business easier for our customers. Ask us about our new employee web portal and electronic W2 solutions. www.greenshades.com

Panatrack: Panatrack offers mobile bar code data collection solutions for Microsoft Dynamics GP. PanatrackerGP solutions include Inventory Management, Fixed Asset Tracking, and Field Sales and Inventory. Our solutions add mobile data collection and bar code technology, integrating directly to Dynamics GP. Panatrack takes advantage of the existing features and functionality in your current investment in Dynamics GP offering solutions that are affordable and easy to implement and use. We currently offer three levels of inventory management solutions from Basic to Advanced and fits in any industry. Our Fixed Asset tracking provides the ability to add new assets and track where the assets are and who has them with support to validate the assets by location. Our Fields Sales and Inventory solutions provide the ability to capture transactions when and where they occur from point of sale, delivery, and capturing inventory used on jobs. Learn more at www.panatack.com

Infinia Technologies: The Infinia Integrator is the fastest and easiest way to go from Excel to Microsoft Dynamics GP. No longer waste time waiting for that “other integration tool” to do what the Infinia Integrator can do in seconds. There are no complex integrations to define or maintain, no mapping, just an easy and simple Copy-Paste-Import and your data is immediately ready for Dynamics GP. Save time, save headaches and increase efficiency by using the power of the Infinia Integrator. www.infiniatech.com

PaperSave: PaperSave is a Document Management and Electronic Workflow Solution built on SharePoint designed to making your people and processes more efficient. It is seamlessly integrated with Dynamics GP and CRM for instant retrieval. Key Benefits include: eliminate lost & misfiled documents, greater security around documents, instant retrieval; reclaim office space, enhanced disaster recovery, cost savings, time savings, quick ROI and many more! PaperSave is Certified for Microsoft Dynamics v10 and v2010! www.papersave.com

Blue Moon’s Operations Core helps your back office work more effectively with your warehouse, improving accuracy, efficiency, and customer satisfaction. We now have a seamless integration with multiple WMS, 3PL, EDI/ASN, and eCommerce systems. www.bluemoonisv.com

RedTail Solutions: RedTail Solutions, Inc. is a privately held company founded in 2000 that delivers managed Electronic Data Interchange (EDI) and Global Data Synchronization (GDS) services for Trading Partner Collaboration to mid-sized suppliers. RedTail EDI and RedTail GDS enable our customers in the retail, grocery, automotive and medical products supply chains to enhance their trading partner relationships, optimizing logistics operations and trade compliance performance. RedTail’s cloud-delivered managed services seamlessly integrate with Sage, Microsoft Dynamics, and AccountMate ERP systems to accelerate the order-to-cash cycle, reduce costly errors and chargebacks, and ensure timely product data synchronization. www.redtailsolutions.com

BizNet Software: BizNet Software, Inc. is a market leader for Microsoft Excel in-memory business reporting and business intelligence. Founded in 1996 to take the mystery out of databases, BizNet focuses on Microsoft Excel reporting solutions guided by financial and business professionals with a real-world understanding of corporate financial, operational and technical requirements. BizNet’s Excel business information suite creates a user friendly drag & drop user environment with live real-time access to the most accurate and current data. BizNet solutions create a self-sufficient work environment for business professionals that streamline workflow and improve productivity. www.biznetsoftware.com

Altec: Altec is a leading provider of Integrated Document Management (IDM) solutions to mid-market companies. For more than 25 years, Altec has provided a wide range of accounting-centric paper to paperless solutions including its flagship product, doc-link™, which enables companies to capture, archive, workflow and route structured and unstructured documents to customers, employees and vendors. www.altec-inc.com

Flaum Technologies: Flaum Technologies is the expert in providing software tools that automate complex commission calculations for large and small companies. With over twenty years dedicated to satisfying complex computing needs, we have applied our expertise to the critical and time-consuming task of accurately and quickly calculating sales commissions. www.commissioncal.com

P2 Automation provides small and medium-sized businesses with automated business process and business productivity solutions built on the latest Cloud and desktop technologies, including Office365, Exchange Online, SharePoint Online, Microsoft Dynamics CRM, Microsoft Office, Microsoft Access, and QuickBooks. Our superior customer support, training, and knowledge-transfer services are designed to let our customers to be as self-sufficient as they want to be. www.p2automation.com

Myappsanywhere is a national leader in helping businesses gain strategic advantage through Cloud Computing. We provide on-demand, pay-per-user Microsoft Dynamics business solutions enabling companies to improve cost efficiencies and gain agility for growth. We are supported by a dedicated team of engineers experienced in Microsoft Dynamics implementations. The product offering includes Microsoft Dynamics GP, NAV, AX, SL, CRM and Microsoft Exchange, SharePoint and Office. These business solutions can be customized to accommodate unique work flows and are enhanced by more than 30 available Independent Software Vendor applications. Myappsanywhere boasts a 99.999% network uptime guarantee with an unequalled service availability record, an audited SSAE 16 environment and 2 privately-owned US based data center facilities. www.myappsanywhere.com

DiCentral: Companies using Microsoft Dynamics GP turn to DiCentral for the most comprehensive hosted EDI integration services on the market. DiCentral’s innovative solution allows you to take your EDI program beyond traditional hosting models by providing complete mapping, integration, visibility, control, and communication. DiCentral is the innovation leader in its field with an ever-growing suite of SaaS and localized solutions designed to meet the unique needs of any size business. Our solutions address many industry challenges, such as mandated compliance, global trade management, global data synchronization, transaction management, and more. DiCentral products are highly versatile, flexible and reliable, providing thousands of businesses with a competitive advantage in the marketplace. www.dicentral.com

Bio Analytics: BIO Analytics Corp. develops and sells affordable, state-of-the-art business intelligence (BI) solutions for users of Microsoft Dynamics. BIO leverages Microsoft Dynamics and other data to provide insight that enables sound decision support and drives knowledge-based action. BIO goes beyond traditional reporting to provide self-service interactive reporting, analysis, and dashboarding. With over 50 pre-configured analyses, preconfigured cubes, and over 400 pre-defined business objects like formulas, naming conventions, folders, and hierarchies, BIO delivers value right out-of-the-box value. www.bio4analytics.com

The Walker Group: Founded in 1982, The Walker Group is a Connecticut-based company that provides IT infrastructure management and IT security services to manufacturers, healthcare organizations, professional service firms, non-profits and other businesses throughout the state. With over 20 network engineers making up our employee base of 50, we have the technical breadth and depth of a large IT department that clients can leverage to manage some or all of their IT operations. Providing quality local support and having a vested long-term interest in growing clients’ businesses through the use of technology form the foundation of The Walker Group. www.thewalkergroup.com

Corporate Renaissance Group: Corporate Renaissance Group is Microsoft Gold Certified partner and a global provider of innovative products and services that helps customers drive financial performance and improve operational effectiveness. CRG Solutions offers a number of Data Automation tools focused on maximizing a company’s investment in GP. Our toolset includes Changer Re-formatter, Company Combiner, AA Tools, Reverser, Merger and Linker Series. www.crgroup.com

Accolade Publications: Accolade Publications, Inc., publishes documentation and training manuals for Microsoft Dynamics ERP and CRM software users. Accolade’s books help businesses achieve greater returns on their investment in the MS Dynamics product line by enhancing the productivity of software users. www.accoladepublications.com

RockySoft: The premier provider of Forecasting and Replenishment software tuned for mid-market Distributors and Manufacturers. RockySoft’s ‘Pack Light Inventory Management Suite™’ helps provide you with exactly the right inventory, in the right place, at the right time and features the following core modules: Demand Manager , Requirements Planner, Supply Base Manager, Economic Order Manager and Exception Signals (ES). www.rockysoft.com

Encore Business: Encore Business helps organizations enhance business value and improve bottom lines. Their solutions seamlessly integrate with Microsoft Dynamics GP and can easily be tailored to fit any business model to help companies gain efficiencies. Some of Encore’s popular products include: Project Tracking with Advanced Analytics, Recurring Contract Billing and Advanced SmartList. www.encorebusiness.com

Mekorma: Mekorma MICR is the only MICR check printing solution created especially for Microsoft Dynamics GP. Instead of ordering, juggling and storing checks imprinted with all your bank account information, MICR printing allows you to use secure, blank stock. Using blank check stock dramatically reduces processing time and errors. There is nothing new to learn because of the tight integration. MICR adds: password security, up to two signatures with threshold rules, and on the fly setup for check books. Come see how MICR can help your company improve security, efficiency and improve your overall Payables Management process. www.mekorma.com

Professional Advantage: Professional Advantage provides solutions designed to help customers enhance their Microsoft Dynamics GP, Dynamics AX and Dynamics CRM systems. Archive Dynamics GP data with Company Data Archive (CDA) to improve system performance.

Our front to back office staffing software solution, 1Staff, built in Dynamics CRM and Dynamics GP, provide CRM, ATS, pay/bill functionality with fully integrated financials. www.profad.com

vSync/Accellos: vSync, An Accellos Company offers a wide portfolio of products, solutions, and services that provide customers with EDI, Shipping and Supply Chain solutions built specifically for Microsoft Dynamics. We believe that in order to have an effective return on your EDI investment, you need to properly align EDI processing with your organization and the way your business system was architected to accommodate business processes. www.accellos.com

By |2018-06-10T06:24:49+00:00May 8th, 2012|CAL Connect, CAL ERP Tips & Tricks Blog|Comments Off on CAL Connect2012 Event Highlights