Sage 300 Unleashed 2024:
What’s New & What’s Next

Don’t miss out! Register now for our upcoming half day online event to get the latest insights, updates, and expert tips to stay ahead with your Sage solution!

Thursday, Nov. 14 - 9:00am - 11:30am

We're happy you're here! Join us for an exciting Sage 300 Unleashed event on Thursday, November 14, 2024 from 9:00am - 11:30am, as we bring the Sage community together for a half day filled with learning, innovation, and some great prizes.

This event is designed to connect Sage users, partners, and experts to learn about the latest in Sage solutions and advancements. Whether you’re a seasoned Sage 300 user or simply exploring ways to enhance your tech stack for greater efficiency, competitiveness, and profitability, this interactive event is designed with you in mind. We’ll be showcasing:

  • The latest updates in Sage 300
  • Cloud hosting & solution options
  • The ever-evolving landscape of technology
  • 4 Key Third Party solutions to get more out of your Sage 300
  • $800 worth of prizes 
  • and so much more!

With our very own Equation team's expert-led demos, real-world client success stories, and fun quizzes (did we mention there's prizes!?), you’ll leave the day equipped with fresh, innovative ideas to streamline processes and uncover hidden value within your Sage 300. 

Don’t miss out – join us to take the first step toward transforming your business. We hope to see you there!

Our Industry Experts

Agenda

Explore, Learn, and Innovate with Sage Solutions

 

9:00 am PT - Introduction & Welcome

Speaker: Erica Burles, President & Co-Founder of Equation Technologies

Join us as our President, Erica Burles, sets the stage for our event with her opening remarks. Erica will provide an insightful overview of what to expect during the gathering, highlighting key themes and objectives. Additionally, she will share some exciting company updates that reflect our recent achievements and future directions. This is a great opportunity to hear from our leadership and gain a deeper understanding of our vision and goals.

What's New in Sage 300 and the Future Roadmap

Speaker: Doug Bilderback

Doug will review the recent updates and the future roadmap with you, sharing insight from our discussions with Sage leadership. With Sage's renewed focus on the solution, the latest releases have included general improvements, program fixes, and specific functionality requested from end users.  Doug will review the updates to make sure you haven't missed anything, as well as share tips on how to get the most out of these new releases.  We'll also review the Sage 300 roadmap to discuss what's coming in FY25! Our team is headed to the exclusive FY25 Kick off with Sage leadership 2 weeks before this event and will share any additional details we can find.

Cloud Hosting Options for Sage 300

Speaker: Darby Schafer

Darby leads our cloud hosting team and has helped many Sage 300 clients move to the cloud over the years. Along with the Sage Cloud options, we have a dedicated private cloud available to our clients and Darby will review all the options available to you. He'll also go over how we review your tech stack and help you decide what's best to move to the cloud and when, as well as the process involved. Join this session to learn how our team can give you as much of a digital transformation as possible, without having to change solutions.  

Introduction to Sage Intacct

Speaker: Brian Miller

Our leading expert in Sage Intacct, Brian will review how we made the decision on which native cloud solution to add to our library in the first place. We realize most Sage 300 users have heard from Sage themselves about Sage Intacct, but this session will go outside the usual sales-speak. Brian will dive into the unique functionality that our team has seen have the biggest impact and the industry-specific functionality that has helped our clients the most. Having worked with a wide-range of industries and business-sizes, Brian will also share first-hand experience of what clients migrating from Sage 300 to Intacct should expect in the digital transformation process.  Finally, you'll hear directly from one of those clients in an interview on the impact they experienced.

Life Cycle of a Purchase Transaction: Procure to Pay Process in Sage 300

Speakers: Rob Lavery, Nancy Lavery, and Scott Baillargeon

Product Focus: Norming Resource Manager, Orchid Document Management Link

Many organizations are looking for ways to streamline their purchase process by reducing paper based documentation and adding online approvals or automation of accounting transactions in the purchase, payables payments cycle to save time and money. Attaching Notes or Documents to fields in Sage 300 allows organizations to ensure compliance with company policies, meet regulatory requirements such as ISO9000 or Sarbanes Oxley, embed training procedures or store specialized information about Vendors to name just a few. This session will show you how easy and cost effective it can be to integrate the entire purchase, payables, payments process in Sage 300 to make it a true business management system.

Sage Enterprise Intelligence with Nectari

Speaker: Gareth Marks & Delaney Brown

Reporting that Drives Results: Sage Enterprise Intelligence for Smarter Business Decisions.

Is your current reporting falling short in delivering the insights you need for crucial business decisions? Discover Sage Enterprise Intelligence (SEI)—an all-in-one Business Intelligence (BI) and Data Management solution that integrates seamlessly into your operations.

Join us to explore how SEI simplifies data analysis and reporting, empowering your organization with the tools to make faster, more informed decisions. Find out how implementing a powerful BI solution can drive growth, efficiency, and better decision-making across your business.

Improve Collections and Get Paid Faster

Speaker: Wayne Pottow

What if you could reduce manual labor, improve payment reconciliation and increase customer convenience by automating some or all of your accounts receivable process?

Great news, you can!

Join North49 as we dive into the benefits and steps of automating your collection process, including how to…

•    Deliver and present invoices to customers
•    Securely process payments, directly from Sage 300 or Sage Intacct
•    Reduce processing costs while increasing efficiency  
•    Offer customer self-service payment options
•    And more!

Whether you are just getting started with AR automation or you are looking to fine-tune your current process, this session is right for you.

Business Process Automation, Collaboration & Customisation in Sage 300

Speakers: Rob Lavery, Nancy Lavery, and Scott Baillargeon

Product Focus: Orchid Extender (Configurator & Developer Editions)

This session will show you how to make your Sage 300 business system smarter by generating email alerts, audit logs and/or Orchid Notes when field values change, add security at a field level to ensure only the correct people see or enter data they are approved to see or enter, customize Sage 300 screens, add custom tables and the ability to automate or integrate any transaction or reporting process in Sage 300 with workflow approvals to eliminate errors and manual processes. Extender allows you to customize Sage 300 without the costs associated with traditional customizations. This is a revolutionary tool for Sage 300 that can benefit any organization.

Quiz Prize Draw

We will be hosting a series of quizzes designed to engage and challenge your knowledge. Not only will you have the chance to test your skills, but there’s also a special prize waiting for those who participate in these quizzes.

To be eligible for this fantastic prize, you must be present for the duration of the event, so we encourage everyone to plan to stay until the end. This is a great opportunity to showcase your expertise, bond with fellow participants, and enjoy a little friendly competition.

Grand Prize Draw - $200 Amazon Gift CRD

Remember, you must be present for the duration of the event to win, so make sure to stick around until the end!

REGISTER FOR SAGE 300 UNLEASHED 2024 

 

Date: Thursday, November 14, 2024
Time: 9:00 to 11:30am PT / 12:00 to 2:30pm ET
Location: Online Event, please register to be sent the link