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

Nearly 200 people gathered in Cromwell, CT on May 8th for 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.

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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 the 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 how 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 complementary 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 E-commerce: 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 that 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
“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

CAL Business SolutionsIPad 3Maria Peiser, Evolution 1
Azox$100 Visa CardJay LaFond, Kloter Farms
Metafile$50 Visa CardVicki Veecher, Edible Arrangements
$50 Visa CardJason Constantine, Dr. Hauschka Skincare
$50 Visa CardCynthia Covent, Women’s Health
AriettXBox 360Susan Griffin, Mohegan Tribe
WithoutWire Inventory ScienceChamilia Charm BraceletBrenda Sullivan, Protein Sciences
GreenshadesNook ColorSharon Gostin, Edible Arrangements
Panatrack$100 Visa CardSusan Griffin, Mohegan Tribe
$100 Visa CardJames Mahoney, AIFS
Infinia2TB Hard DriveCraig Robillard, Hotchkiss School
PaperSave Pro$100 Amex CardVanisse Mascia, McIntrye Group
Blue MoonHP Digital FrameNicholas DiCorleto, Town of Ellington
Redtail Solutions$150 Amazon CardAnthony Tylutki, Consumer Petroleum
BizNet Software$100 Amex CardScott Stern, CSC Sugar
AltecKindle FireElina Humes, Hotchkiss School
Flaum TechnologiesGodiva Gift BasketDerek Rhodes, Protein Sciences
P2 AutomationWindows 7 & Office 2010Jen Francis, Evolution 1
Windows 7 & Office 2010Koren Kirby, Presto Frame
MyappsanywhereGourmet BBQ BasketUrsula Stritzel, Wellspring
DiCentralSolar ChargerJoAnn Friedlander, Aristo
Bio AnalyticsNook ColorJames Mahoney, AIFS
The Walker Group16 Gig IPod NanoOlga Glynos, Beekley Corp

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.


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.

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.

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

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 workflow 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.


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.

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

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.


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!

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

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.

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.

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.

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.

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 be as self-sufficient as they want to be.

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 workflows and are enhanced by more than 30 available Independent Software Vendor applications. Myappsanywhere boasts a 99.999% network uptime guarantee with an unequaled service availability record, an audited SSAE 16 environment, and 2 privately-owned US-based data center facilities.

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.

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.

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.

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.

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.

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).

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.


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 tight integration. MICR adds password security, up to two signatures with threshold rules, and on the fly setup for checkbooks. Come see how MICR can help your company improve security, efficiency and improve your overall Payables Management process.

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.

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.