Sage Business Intelligence

Join our us for our on-demand session to learn about how Business Intelligence is a versatile and insightful solution to implement within your organization. Take part in a day exploring the numerous options of BI solutions through the lens of Intelligence and Financial reporting.

Calendar_BAASS_ConnectRegister For On-Demand

Session_Focus_BAASS_ConnectLearn More About BI

 

Agenda


  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.

  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.
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.

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. 

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

WisePlanner
James Tang, BAASS
Join this session to learn how you can automate you GL budgets using a very simplified Excel template. 

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 
    • Email
    • File Publish
    • FTP
  • How to schedule distribution of reports using Windows Scheduler 

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

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

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.

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
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)

 

*All agendas are subject to change. We will be finalizing the agendas by November 6, 2020

Meet Our BI Specialist


James is a Senior Certified Consultant, Business Intelligence Practice Leader and a member of the management team at BAASS. James brings forth a high level of experience in Project Management, Business Analysis, and Technical Pre-sales. He holds a professional designation as a Chartered Professional Accountant (CPA, CGA) and is the IT Committee Chair of Toronto South CPA Ontario Association and Honours Bachelor of Commerce from the University of Toronto.
James_Tang

Main Benefits of Attending


Educational

Educational

Feature presentations led by industry experts from BAASS and Sage
Actionable_Insights

Actionable

Know by the end of the day you will have actionable items you can start today to streamline and innovate your business.
CPD_Certificates

CPD Certificates

Receive a certificate to request CPA Professional Development credits

About BAASS Connect 2020

Join us and take advantage of a series of half day sessions that will sharpen your technical skills and expand your business acumen.

Take time to collaborate, network and share ideas with fellow Sage Customers, Partners, and BAASS Consultants.

Gain unparalleled access to BAASS Product Specialist, our Technical Experts, Customer Support Team, and Executives.

Why not join all our sessions today!