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Track One |
12:00 - 12:10pm EST |
Introduction |
12:10 - 12:30pm EST |
Keynote James Tang & Bharti Meisuria, BAASS The journey to create Business Intelligence awareness and how our clients have succeeded with various tools.
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Track One |
Track Two |
12:35 - 1:00pm EST |
Sage Enterprise Intelligence Part 1 Olivia Brown & Jasdeep Singh Bhogal, Tangerine Software Making timely and informed decisions is critical to running a business. However, many organizations struggle to keep up with the growing amount of data being collected. To gain a competitive edge, data needs to be converted into tangible insights and opportunities. Learn how Sage Enterprise Intelligence integrates with Sage 300 to:
- Reduce complexity, costs and time spent on business analysis and reporting.
- Make faster, better-informed decisions by analyzing real-time information.
- Empower users to analyze and report on information in a self-service manner.
- Centralize and manage data from multiple sources.
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Take Control of the Budgeting, Planning and Forecasting Process with True Sky Alan Whitehouse, True Sky Historically, budgets have been done once a year in a boardroom, using Excel, with no connection to your accounting system for pertinent data. As the economy and your workforce change so rapidly, that process will no longer cut it. In this session, we will demonstrate how True Sky provides the agility and power to reforecast and adjust for turbulent times, even with a fully remote workforce. |
1:05 - 1:30pm EST |
Sage Enterprise Intelligence Part 2 Olivia Brown & Jasdeep Singh Bhogal, Tangerine Software Making timely and informed decisions is critical to running a business. However, many organizations struggle to keep up with the growing amount of data being collected. To gain a competitive edge, data needs to be converted into tangible insights and opportunities. Learn how Sage Enterprise Intelligence integrates with Sage 300 to:
- Reduce complexity, costs and time spent on business analysis and reporting.
- Make faster, better-informed decisions by analyzing real-time information.
- Empower users to analyze and report on information in a self-service manner.
- Centralize and manage data from multiple sources.
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Solving Excel Hell and Data "House Divided" with Advanced Analytics by DataSelf Joni Girardi, DataSelf Data silos and multiple spreadsheets can be a nightmare. Learn how Advanced Analytics by DataSelf helps you consolidate all your data for easy, insightful analysis anytime and anywhere. DataSelf makes it easy and affordable for companies to take advantage of natural language query (NLQ), machine learning (ML), artificial intelligence (AI), data warehousing and Tableau/Power BI.
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1:30 - 1:40pm EST |
Break |
1:40 - 2:05pm EST |
Sage Intelligence Visualization with Power BI Terris Cheng, BAASS Complement Sage Intelligence with Power BI’s visualization capabilities. Leverage Power BI to create dashboards accessible through desktop, tablet and mobile devices. This session will provide details on:
- Power BI Fundamentals
- Creating a Sales Dashboard
- Publish Sales Dashboard
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WisePlanner James Tang, BAASS Join this session to learn how you can automate you GL budgets using a very simplified Excel template.
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2:10 - 2:35pm EST |
Sage Intelligence - Distribution and Scheduling Terris Cheng, BAASS Learn how to automatically schedule and generate Sage Intelligence Reports. This session will provide details on:
- How to configure distribution settings
- How to create and manage distribution instructions
- Various distribution methods
- How to schedule distribution of reports using Windows Scheduler
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BAASS Web Query Tool Bharti Meisuria, BAASS Join this session to learn about the web reporting tool that allows you to report on your ERP and any other systems on SQL
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2:40 - 2:50pm EST |
Break |
2:50 - 3:15pm EST |
Sage Intelligence - Financial Reporting Training Part 1 James Tang, BAASS Join us for a walkthrough of Sage Intelligence Report Designer module where we will share the fundamentals of creating financial statements, departmental management reports and lead sheets using the following features:
- Formulas
- Reporting Trees
- Dynamic Account Ranges
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Advanced Analytics by DataSelf: Deployment and Customizations Joni Girardi, DataSelf Join us to learn how easy and inexpensive it is to deploy and customize DataSelf's natural language query (NLQ), machine learning (ML), artificial intelligence (AI), data warehousing, and Tableau/Power BI.
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3:20 - 3:45pm EST |
Sage Intelligence - Financial Reporting Training Part 2 James Tang, BAASS Join us for a walkthrough of Sage Intelligence Report Designer module where we will share the fundamentals of creating financial statements, departmental management reports and lead sheets using the following features:
- Formulas
- Reporting Trees
- Dynamic Account Ranges
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Compensation Planning with True Sky Alan Whitehouse, True Sky Compensation makes up a major portion of your financial outlay, and proper planning and budgeting of this expense is critical to meeting your financial goals. See how TrueSky will help you manage the compensation planning process. |
3:50 - 4:00pm EST |
Q & A - Closing Comments (Track 1) |