AGENDA

EVENT DATE: OCTOBER 11, 2018

A New Way To Centralize: Microsoft Dynamics 365 Business Central

Darien Tisseur

Senior Consultant at FMT Consultants

Fast, efficient, ridiculously cool technology. Dynamics 365 Business Central has a way of making all aspects of your business work seamlessly together. Learn how to integrate business processes with Microsoft Azure and the suite of Dynamics 365 applications in this session. Understand how CRM, Sales, Field Service, Power BI and Outlook all come together for a unified platform.

 

Now That’s What I call Dynamic!

Teresa Cortez

Senior Consultant at FMT Consultants

Learn how Dynamics 365 Business Central encompasses all aspects of a business management solution. Gather details about the product architecture, efficiency strategies and how to connect with customers in real time. Now is the time to power up with Dynamics 365 Business Central.

 

Conquering Corporate Governance w/ FMT and SalesPad, ARC’s Client Success Story

Chris Schofield

Senior GP Manager at FMT Consultants

Get an insider’s look at how ARC, one of the largest reprographics providers in the US, was able to deploy Microsoft Dynamics GP and SalesPad to more than 200 store locations, across 28 divisions and six regions. Gain actionable insights next with ARC’s solution for local market business nuances using a comprehensive solution with corporate governance.

 

Managing Manufacturing Data and Analytics

Terri Schaeffer

Senior Consultant at FMT Consultants

This session will target inventory and manufacturing verticals using the eOne SmartConnect and Node Builder tools to import inventory and manufacturing data as well as building MRP reports using SSRS and our extensive knowledge of inventory and manufacturing business processes.

 

Security Clean Up on Aisle 365

Zach Saltzman

Solutions Services Manager at FMT Consultants

Businesses who run on Office 365, or looking to migrate to Office 365, can secure corporate data by leveraging Enterprise Mobility and Security capabilities now. This session will give you an overview of how to enforce approved company applications and safeguard against cyber attacks.

 

Trending Now: Office 365 Wizards

Jamie Tieu

Practice Lead of IT Consulting Services at FMT Consultants

Become an Office 365 wiz! Get answers to common scenarios with spam filtering and user lifecycle management—two of the most prevailing concerns in an Office 365 migration. Learn features, capabilities, and best practices to protect users, plus how to meet business and regulatory requirements for data retention and eDiscovery.

 

Enterprise Analytics with Power BI

Jeff Fenn

Bi/Dev Manager at FMT Consultants

Are you running your business based on guesstimation rather than data-driven decision making? If so, this session is a must-attend! We’ll explore Power BI in action and demonstrate how you can easily pull all of your company data together into one unified dashboard—giving you full visibility into all aspects of your organization. Learn how even as a non-developer, you can get started with Power BI in less than an hour.

 

Customer Intelligence with Dynamics 365

Henry Lin

Development Lead at FMT Consultants

Since On-Premise Dynamics CRM, CRM could only be accessed through a web browser with minimal integration. Now in its newest release, Dynamics 365 users can access a fully featured CRM from any device. In this session, explore new features including embedded intelligence and a unified client interface. Walk away with actionable steps to manage CRM information more easily through these updates!

 

So, You’re Considering the Move to Lightning?

Rob Lofaro

Senior Consultant at FMT Consultants

Scott Grant

Senior Consultant at FMT Consultants

Lightning is the next wave of CRM customization within Salesforce. This session will help you understand why more businesses are moving to Lightning, including the much improved user experience, increased user adoption, and better reporting and dashboards to name a few. We’ll also review key elements to consider when planning this move, including a migration checklist.

 

Go Digital with DocLink for Dynamics GP

Peri Lynn Silkwood

Sales Director at Altec

Go digital so you can eliminate paper and streamline paper intensive processes. We’ll show you how DocLink allows users to fully utilize and enhance their Dynamics GP to automate any document-intensive process and go digital in AP, AR, Sales Order, Contracts, HR or any department across the entire enterprise. Use DocLink’s secure repository to capture, archive, route, search & retrieve, and send all documents, effectively eliminating the need to file paper documents.

 

Your Eyes are Bigger Than Your Stomach

Tyler Meinke

Territory Manager at SalesPad

You know your clients or your team needs a technology boost, and you want to make your systems fully automated right away, but there’s a problem…you’re still using clipboards and sorting through paperwork. Before you bite off more than you can chew, hear how you can ease into automating your operations with technology, one step, or bite, at a time.

 

Collaborative Projects with SharePoint Online

Joel Viray

Project Manager at FMT Consultants

Do you know where your projects stand at any given time? Do you need to get status or information on deliverables from hard to reach resources quickly? If you spend too much time consolidating data to create and format reports, then attend this session! Learn how to use productivity tools like SharePoint, MS Office, and other resources to improve team collaboration, control and measure key metrics, and streamline the delivery of reports to improve project performance visibility.

 

Banking Integrations for Automating Receipts and Payments in NetSuite

Deb Morgan

Senior Solutions Consultant at Celigo

Many companies manually process bank receipts and payments in NetSuite, which can lead to hours of manually processing payment files, matching invoices, uploading files, reconciling statements, and correcting errors. Learn to lower DSO with automated cash application, improve compliance with automated vendor payments, and reduce time spent on bank reconciliation – all within NetSuite.

 

ERP Integration Tips for Optimizing E-Commerce

Kelly Izer

Product Manager at Celigo

One of the key ingredients to successful online selling is ensuring your sales channels are seamlessly integrated with your back-office operations. When applications that manage your web stores and marketplaces are integrated with your ERP, you will make sure shoppers see the most up-to-date product descriptions and stock levels with orders being fulfilled timely and accurately. However, there are multiple options and approaches to e-commerce integration. Learn about your options and recommendations for making sure your integrations will optimize your e-commerce business.

 

Integrate or Die: Scaling Your High Growth Company with iPaaS 2.0

Rico Andrade

VP of Marketing at Celigo

As fast-growing companies focus on sustaining growth, many end up with a patchwork of applications to manage different processes, such as tracking sales funnels, supporting customers, recording financials, automating marketing, and managing projects. Learn how an iPaaS 2.0 strategy can be used from the beginning so your application ecosystem can scale to meet your growth targets.

 

Overview and Demo of NetSuite Solutions

Tami Pinker-Toland

Regional Channel Sales Manager at NetSuite

Ryan Tate

Senior Solutions Consultant at NetSuite

Larry McMahon

Solutions Consulting Manager at NetSuite

For more than 20 years, NetSuite has provided a suite of cloud-based financials, Enterprise Resource Planning (ERP) and omnichannel commerce software that helps more than 40,000 companies, organizations, and subsidiaries in more than 100 countries run their business. Join us to get a quick glimpse into how NetSuite transforms the way businesses operate so they can achieve their business vision.

 

Travel, Expense, and Invoice Management Made Easy

Drew Nelson

Advisor Sales Executive at SAP Concur

SAP Concur will provide insight into cloud-based expense, travel, and invoice automation platforms, and how you can use these simple but powerful tools to gain visibility into company spending and grow your business. Join Advisor Sales Executive, Drew Nelson, where you can learn how one integrated solution in the cloud can transform and automate your invoice, travel, and expense needs from beginning to end.

 

New Views: Salesforce & SharePoint Integration

Phillip Pegues

Architect at FMT Consultants

Want to search, view, and edit SharePoint files directly inside of Salesforce? This session will give an overview of why integrating Salesforce and SharePoint solutions improves collaboration and document management across your entire organization. Give employees more flexibility to access SharePoint files on the go using mobile devices without downloading large documents.

 

Routing and Scheduling made easy with Dynamics 365 Field Service

Denise Nguyen

Consultant at FMT Consultants

Are you currently using various systems or excel sheets to maintain work orders and schedule your dispatchers? Would you like to know the status of a work order in real time? With Dynamics 365 Field Service easily manage tedious maintenance tasking, optimizing your productivity. See a live demo of the Dynamics 365 Field Service– a management solution for maintaining work orders and scheduling!

 

Ready, Set, Next with NetSuite SuiteSuccess

Annette Noga

Senior Consultant at FMT Consultants

See how FMT runs a successful ERP implementation with NetSuite SuiteSuccess. From wholesale distribution to cloud integration, discover how easy it is to untangle challenges with NetSuite’s holistic approach. We’ll walk through value assessment, ROI, dashboards and reporting so you can get the right information to make quicker business decisions.

 

Dashboards and Next-Gen Reporting for NetSuite

Nick Stuart

Senior Consultant at FMT Consultants

In this three-part presentation, master NetSuite dashboards and reporting for business driven performance. Find out how to put together a value assessment, learn how to build and publish dashboards to users and explore next-gen analytics. Whether you are evaluating NetSuite as your next business solution, or are a veteran NetSuite user, our team will show you how to use dashboards to meet your needs.

 

SuiteBilling: A Subscription Billing Solution for SmartDrive

Martin Jahn

Director of NetSuite Practice at FMT Consultants

SmartDrive, a driver safety and transportation intelligence company, knows firsthand how tedious it is to manually process invoices. Join us to hear how SmartDrive reduced their billing cycle by 96% using NetSuite SuiteBilling. Hear directly from SmartDrive on how they took advantage of NetSuite functionality like flexible scheduling, consolidated invoices and change tracking to streamline billing operations.

 

5 Things to Consider Before Integrating Your Systems

Jeff Fenn

Bi/Dev Manager at FMT Consultants

Integration isn’t automatic. If you’re tired of siloed systems, this session is for you. Learn about the top five things to consider before integrating your core business systems. Get an idea of functional and non-functional requirements, plus what works best for cloud and on-premise systems. From which solution you use to the type of integration, we’ll walk through both short and long-term strategic goals.

 

Couldn’t Make It To Dreamforce This Year?

Dave Stone

Salesforce Business Development Director at FMT Consultants

Get up to speed on what’s next with Salesforce and gather the key takeaways from Dreamforce 2018. We’ll recap the top announcements and tools to help you succeed within your industry. Learn about the latest product innovations from Salesforce to inspire your next business move.

 

GAME-CHANGER! The impact of South Dakota vs. Wayfair on sales tax compliance

John Regan

Strategic Alliance Manager at Avalara

The Supreme Court recently delivered a monumental decision in South Dakota vs. Wayfair. It affects any company doing business in multiple states, especially ecommerce merchants. The SCOTUS decision makes the already burdensome compliance process exponentially more complicated, leading to increased audit risk. Learn what the ruling means for your business and how to allocate accounting resources more efficiently Let’s discuss how SaaS enables end-to-end compliance automation, and how easy it is to implement.

 

The Problem With Paper: Making A Case for AP Automation

John Parisi

In today’s mobile and digital environment, having information readily at your fingertips can be the difference between recording a profit or a loss for your business. At AvidXchange, we give you the power to accelerate approvals, reduce processing costs, and virtually eliminate paper with more transparency into, and control over spending than you’ve ever had before. In this session, AvidXchange will review the top best practices for improving efficiency and discuss how automation can benefit the entire organization.

 

Calculate Your Automation Savings and Incorporate New Trends in Your Procurement Process

Paramount WorkPlace

Explore emerging trends in procurement automation in this session. Plus, walk away with ideas to drive change and how to quickly quantify ROI from automating your purchasing and accounts payable process.

 

Ins and Outs of Integrating NetSuite and Salesforce

Deb Morgan

Senior Solutions Consultant at Celigo

SaaS applications have enabled departments to use applications that best meet their needs. Sales reps use Salesforce to manage pipelines while finance uses NetSuite to manage orders billing, products, and contracts. The challenge is to make sure key data is automatically synchronized in a timely manner. Learn how to optimize integration between Salesforce and NetSuite for shorter billing cycles, full visibility into bookings, and eliminate double entry and reconciliation.

 

Overcome SaaS App Creep—Fast, Easy Application Integrations

Kelly Izer

Product Manager at Celigo

Do you know how many apps are being used in your company? The rapid increase of SaaS apps has led companies to use a variety of applications and spend hours manually moving information between applications. Celigo’s integrator.io platform has helped users solve this problem by offering a simple yet powerful iPaaS integration platform. Learn how you can use the platform for free, plus common integration use cases.

 

Manufacturing 101: NetSuite for Manufacturers

Ryan Tate

Senior Solutions Consultant at NetSuite

Gain clarity with an overview of all things manufacturing for NetSuite. We will cover the evolution of manufacturing from work orders and assemblies to advanced manufacturing. Learn about new features such as the advanced bill of material and new quality management cloud service. Join us to build, box and ship better with NetSuite for manufacturing operations!

 

The NetSuite Wholesale Distribution Value Chain

Ryan Tate

Senior Solutions Consultant at NetSuite

Managing a complete wholesale distribution business is complex. How do you leverage NetSuite across the entire value chain from bringing in and managing inventory through the post sales process, including service and support? In this session, we will cover how a wholesale distributor can leverage NetSuite to manage their entire supply chain and ensure there is correct inventory at the correct time and place.

 

Next Level Planning and Budgeting with NetSuite

Corey Cecchini

PBCS Account Executive at NetSuite

Streamline operations and supercharge your planning and budgeting process by deploying the Oracle NetSuite Planning and Budgeting Cloud Service (PBCS). PBCS automates and centralizes budgets, actuals, forecasts and calculations to ensure integrity in the planning process, from summary to detail. Learn how PBCS functionality supports all industries and business sizes and helps adjust model outcomes at the speed of business.

 

Scaling with NetSuite

John Goode

Senior Channel Marketing Director at NetSuite

Ready to scale your business? Take your business from the ground floor to the top with NetSuite’s scalable systems and solutions. In this session learn some of the challenges that companies face in scaling, and how NetSuite can uniquely address those challenges. You’ll also hear about examples of how customers have used NetSuite to optimize their business.

 

Conquer Complex Retail Requirements and Automate your Distribution and Manufacturing Processes

Robert Waugh

Regional Manager – Collect for GP

HighJump

Opening up additional eCommerce sales channels and participating in drop-ship programs for major retailers can be an enticing revenue opportunity, but it can also cause massive compliance, labeling, and fulfillment pains. Join us to learn how distributors are overcoming these challenges and scaling for sustainable growth.