CAL Connect2018 Event Highlights

General Session – 9:15 – 10:45 am

Dynamics GP 2016 & GP 2018 New Features 
Presented by Stephanie Olbrych, CAL

Breakout Sessions 1 – 11:00 – 12:00 pm

The Importance of Project Management  & The Importance of Time Management Tips
Ever wonder why you can’t seem to get internal or external projects done in a timely and cost effective manner? Or why some projects sometimes just fail completely?  In this session we will show examples of Project Management best practices and tools that you can use for any kind of project.  Along with some time management tips sure to help every worker be more productive. Presented by Steve Brown, CAL

Are you Curious About the Cloud? 
“Cloud” is the hot buzzword in the ERP industry. But what does it really mean for you? Can GP be run in the cloud? We will discuss the different options of “on premise” vs “hosted” vs “cloud” to help you determine if this is something your company should be considering either now or in the future. Presented by George Mackiewicz & John Miele, CAL

Get Started With Dynamics GP Workflow 
This session will explain some real life scenarios where using workflows in Dynamics GP can make you more efficient. We will show you step by step how to build some of the most popular workflows including a Vendor approval, AP transaction approval and PO approval. Presented by Stacey Poll, CAL

How to Save Time with Excel Live Reports 
Do you wait for a Smartlist to run just to export it to Excel? There is an easier way. Find out how you can save time using refreshable Excel reports, included in your GP system. Your data goes directly to Excel and is automatically updated when anything is changed in Dynamics GP. Presented by Belinda Allen, Njevity

Understanding SQL Tables to Find GP Data  
This session will show how GP tables are structured and how data flows inside SQL so you will know what tables to go after to retrieve data. We will go through basic select and join processes and review requirements. You don’t need to be a super techie to use SQL, just someone who wants to dive in and learn. And you will be amazed at the power it gives you. Presented by Ryan Dyer, CAL

Breakout Sessions 2 – 1:00 – 1:45 pm

How to Get the Best Tech Support From CAL 
CAL is using a new case management system that will give our customer more visibility and flexibility. Now it is more than just submitting a support request. CAL has a customer portal that allows you to see and manage your cases and interact with the team. Attend this session to see how you can save time and money on your next support case. Presented by Joe Saffo & Steve Brown, CAL

Ways Distribution Companies Can Provide Better Customer Service 
The life of a customer service rep can be a hectic one. In this session, we’ll take a look at how SalesPad Desktop puts everything you need to know about your customers right at your fingertips. From easily looking up their buying history, to quickly logging your interactions with them and scheduling follow-ups, SalesPad Desktop doesn’t let anything slip through the cracks. Presented by Michelle Watson & Ken Gauld, SalesPad 

Top Free Add-On Tools for GP 
Many people don’t realize that some ISV companies offer free tools as a “teaser” before you buy the full product. That means smart companies can take advantage of some great functionality without ever buying anything else. We will review our favorite free add on tools, plus the little known free tools already available in Dynamics GP. Presented by Marty Schorr, CAL

Practical Excel Tips You Will Use Every Day 
PivotTables, filters, formulas and more! We will review some advanced Excel tips as well as some of the basics that you may have missed, but will quickly become your favorites. Presented by Katelyn Wood, CAL

The Proper Care & Maintenance of SQL 
Get specific tips on how to improve the performance of your Dynamics GP system. We will cover hardware, software, location and monitoring. Plus the most common tech problems our team hears from clients and how to avoid them. Presented by Charles Ray & Dan Saffo, CAL

Breakout Sessions 3 – 2:00 – 2:45 pm

AR Automation & PCI Compliance 
Discover how you can securely process electronic payments, automate your accounts receivables process, reduce the scope of PCI Compliance and provide your customers the convenience of online bill pay. Presented by Fauwaz Hussain, Nodus Technologies Inc.

Automating Your AP Payment Process with Multi Batch Management 
Learn how Multi Batch Management can automate the payment batch creation process through to printing & posting all batches across companies from one unified screen. This includes EFT batches & automates the creation of EFT filed or SafePay files. Presented by Angel Blum & Craig Klapman, Mekorma

Auditing & Security in Dynamics GP 
Is your Dynamics GP system a source of headaches and hassles? Do you have users that never log out of the system? Are there ghosts making changes to your records? Do you need to track data changes in GP, including at the SQL level? Learn how to protect your system with Rockton’s Auditor and Dynamics GP Toolbox, two add-on products that will help solve all the mysteries and lock down your GP system. Presented by Alicia Weigel, Rockton Software

Is Budgeting Too Painful? Dynamic Budgets Makes it Easy! 
Learn more about Dynamic Budgets, first-and-foremost a budgeting solution, also providing live reporting functionality. Discovery how they changed the rules of typical budgeting software by offering unlimited users, installs in 1 hour and customers can go live within a week. Dynamic Budgets makes Powerful Budgeting Easy! Presented by Zubin Gidwani, Dynamic Budgets

Jet Reports and Management Reporter: How to Compare & Upgrade 
Learn more about Jet Reports, an alternative to Management Reporter, including their free, out of the box reporting solution for Microsoft Dynamics GP users. Get answers to many of the questions current GP & MR users have such as comparison of features, migration process, why they should upgrade and more. Presented by Michael Hoffman, Jet Reports

General Session – 3:00 – 4:00 pm

Dynamics GP Tips & Tricks 
 Presented by Stacey Poll, CAL

CAL ‘Town Hall’ Q & A  (CAL Consultant Panel) 
This is your chance to ask questions to key members of the CAL team and talk about the issues you find important. Including George Mackiewicz, John DiLeo, Dan Saffo, Stacey Poll & John Miele

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Comments from past attendees of CAL Connect Customer Event:

“CAL Business Solutions has been a great partner for a long time.  The CAL Connect event is high energy and a great chance to collaborate. For me I get the chance to learn from customers and see how they use Dynamics GP which is so valuable” – Pam Misialek, Microsoft

“CALConnect 2018 was awesome! We were we able to speak to various ISVs to get ideas on how to address our growth and how we may capitalize on those efficiencies in the future. We also picked up some tips and tricks for Excel and GP. Great job from the team at CAL!” – Bobbi-Ann Berglund, Controller at Thor

“Always leave with new knowledge that I can’t wait to go back to the office and implement.”

“I learn so much by talking to vendors and other users.”

“Always great networking with other users to see how they use GP and learn helpful hints.”

“Great event, always learn new techniques which can streamline our workloads, there has never been a time when we have walked away without learning something useful.”

“So important to have the opportunity to speak to ISV’s and learn about potential opportunities for our organization.”

“Love the event, wish it was every year.”

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Cavallo SalesPad: A full front-end order entry, purchasing, sales, and inventory management solution that integrates with Microsoft Dynamics GP, SalesPad Desktop is the complete package for distribution and manufacturing companies. Built from a partnership between a small business owner and a developer, more than 15,000 people now trust SalesPad to manage their operations. We provide 100% visibility into order processing and inventory, and work alongside Dynamics GP to deliver meaningful customer data without compromising core financials. Learn more at www.salespad.net

Dynamic Budgets:  Dynamic Budgets is first-and-foremost a budgeting solution, which also has live reporting. We were frustrated that other products were too painful to manage, too complicated for end users, and too expensive; so we changed the rules! Unlimited users, installs in 1 hour, customers can go live within a week. Don’t waste your time and money with CPM Suites which require 100-200 hours to deploy?? Dynamic Budgets makes Powerful Budgeting Easy! Learn more at www.dynamicbudgets.com

Rockton Software: Rockton Software, a Microsoft Dynamics Partner, is an Independent Solutions Vendor (ISV) headquartered in Lafayette, Colorado. Established in 1999, Rockton is a creative company that focuses on add-on product offerings for Microsoft Dynamics GP, and custom development. With over 2,000 companies and more than 55,000 end-users, Rockton is dedicated to making your work simpler & easier®. Whether you’re in need of auditing, pricing, searching, reporting, security, or general user enhancements, we’ve got the solution for you!  Learn more at www.rocktonsoftware.com

Jet Reports : Jet Reports delivers unparalleled access to data through fast and flexible reporting and business analytics solutions that are cost effective, provide rapid time-to-value, and are built specifically for the needs of Microsoft Dynamics GP users. Embedded within the familiar Excel environment, Jet Reports leverages the existing skill sets of users so companies can immediately eliminate all expensive, time consuming and error-prone manual tasks to get the accurate business information they need, when and where they need it.  Visit www.jetreports.com to see why more than 154,000 users rely on Jet Reports as the answer to fast, accurate reporting every day.

Nodus Technologies : Nodus Technologies provides businesses and developers with integrated payment solutions for Microsoft Dynamics ERP and CRM, on-premises or in the cloud.  Our expertise in electronic payment processing, B2B & B2C eCommerce, online bill pay, and cloud payment solutions assists organizations of any size and industry with achieving PCI compliance while automating accounts receivables, expediting funding, and improving the customer experience. Learn more at www.nodus.com 

Mekorma: Mekorma MICR has been the leading payment processing enhancement in the Microsoft Dynamics GP community for over 25 years. Our latest service elevates the capabilities of our AP module to provide a fully automated payment processing system. The new Multi-Batch Management automates the process from payment batch creation, through to posting all check and EFT batches, from any checkbook, in any company, from one unified screen.  This service is available now in all versions from 2013 to 2018. Learn more at www.mekorma.com 

AvidXchange: AvidXchange™ revolutionizes the way companies pay their bills. Serving more than 5,500 clients throughout North America, AvidXchange is an industry leader in automating invoice and payment processes for midmarket companies spanning multiple industries. Stop by AvidXchange’s booth to learn how we help Microsoft Dynamics GP users incorporate an easier, faster and more secure way to process invoices and make electronic payments. In addition, make sure to stop by our booth to enter in our drawing for an Amazon Echo Spot! Learn more at www.avidxchange.com

k-eCommerce: k-eCommerce is a leading provider of innovative eCommerce solutions integrated to Microsoft Dynamics™. Built on industry best practices, k-eCommerce simplifies and accelerates online sales and offers mid-market businesses a complete omnichannel e-commerce platform to support both B2B and B2C engagement models. Better performance, PCI compliance, scalability, responsive web design, and a robust knowledge base are just some of the reasons why businesses choose k-eCommerce as their eCommerce platform. Backed by over 16 years of experience, k-eCommerce serves organizations in the manufacturing, wholesale, and retail industries. Learn more at www.k-ecommerce.com/dynamics-gp

Greenshades:  Simple, cost-effective solutions for tax compliance, benefit management, and employee self-service. Greenshades thrives on tackling challenges and solving payroll problems so you can focus on more important things—your products, services, and customers. For more than 20 years, Greenshades has led the way, creating solutions to make running your business easier. Learn more at www.greenshades.com

PaperSave:  Looking for a smart, efficient, and flexible solution to help you automate and streamline financial processes? PaperSave is a Document Management Solution with electronic workflow and transaction automation which seamlessly integrates with Dynamics GP.  With PaperSave’s Electronic Workflow, you can eliminate bottlenecks, reduce costs to process invoices and track documents throughout the approval process.  Our Transaction Automation feature, utilizes Optical Character Recognition (OCR) to eliminate keystrokes and data entry errors, and streamline data entry –  ultimately increasing efficiency and productivity by eliminating the ‘paper pushing’. Learn how PaperSave is helping Dynamics GP users save time and money at www.papersave.com

Solver USA: With a quickly growing community of more than 2,000 global customers, Solver provides BI360, the leading cloud and on-premise Corporate Performance Management suite for Microsoft Dynamics, Acumatica and other ERP systems. As a Microsoft Gold ISV Partner, Solver has won countless awards, including the Microsoft BI Partner of Year Award, recognition on the Gartner Group CPM Magic Quadrant, and Best Places to Work by the LA Business Journal for a workplace culture that celebrates customer service, integrity, and innovation. BI360 is sold through our 12 global offices and a worldwide network of partners. Learn more at www.solverusa.com 

Altec, Inc: Altec is the provider of DocLink, an affordable, scalable document management and workflow solution that is integrated with Microsoft Dynamics GP, enabling users to fully utilize and enhance their ERP to automate any document-intensive process and go digital in AP, AR, Sales Order, Contracts, HR or any department across the entire enterprise.Go digital and eliminate the paper, and your documents can be wherever you are. DocLink offers a secure, single repository to capture, store, search & retrieve and distribute any document securely, effectively eliminating the need to file paper documents.  You’ll spend less time managing data and gain improved organizational efficiency, reduce costs, streamline business processes and gain improved visibility and control to the entire document lifecycle. Learn more at www.altec-inc.com

Njevity: Built on Dynamics GP, powered by the Microsoft Azure Cloud, and filled with new features we know you will LOVE. It’s the next evolution of Dynamics GP reinvented with your business in mind. Get best in class reporting with Power BI and Excel reports. Work the way you want to with the iPad mobile app. Boost Productivity with Office 365 integration. Connect with people just like you from across our community with the included GPUG Membership. Now featuring our new HR/Payroll Suite that includes Integrity Data and Greenshades functionality for only $14 per employee, per month! Learn more at www.njevity.com

Reporting Central: For over 15 years, Reporting-Central has been providing easy to use solutions that add value to every user of Dynamics GP.  The Closer, The Corrector and The Validator are a collection of award winning tools that eliminate the most tedious and time consuming tasks in a day in the life of Dynamics GP users.  From RECONCILING the GL to Sub-Sub-Ledgers to CORRECTING GL Coding and Distribution mistakes, Reporting-Central’s solutions will improve your level of Data Integrity, streamline your use of Dynamics GP and build your trust in Dynamics GP.  Learn more & view our video gallery at www.reporting-central.com .

WithoutWire Inventory Sciences:  WithoutWire Inventory Management (WMS) provides mobility and traceability for distribution, manufacturing and field Service organizations looking for lot, expiration, and serial tracking of inventory.  WithoutWire’s Intuitive Technology allows seamless integration with Microsoft Dynamics GP. Ask about our OPEN APIs (JSON Objects, RESTful Services) for additional integration options.  Any mobile device can be matched with every supply chain application; Remote Site, Field Service, Route Delivery and inside the 4 walls, matched with Android and iOS devices. We deliver our solutions as licensed software, consulting services, and hosted subscription services. Learn more at www.withoutwire.com

GPC Systems (Easy e-Bank Rec™): Easy e-Bank Rec™ came into the Microsoft Dynamics® GP world back in 1995. GPC Systems, Inc., a Microsoft GP VAR Partner at the time, had a customer struggling with managing a single bank account with multiple signatories around the world, resulting in checks that were issued and cashed before any transactions showed in their Dynamics GP. As their struggles were heard, the customization began. A visual representation was created to show what was in accounting and what was processed by the bank. This custom bank reconciliation product became what it is known as today—Easy e-Bank Rec. Learn more at www.gpcsystems.com

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