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Dear Business Professional:
Join us for a variety of in‐depth business presentations at Best Western PLUS Dartmouth, 15 Spectacle Lake Drive, Dartmouth Monday September 28, 2015
Key Solution Options for Sage 300 ERP (formerly Accpac)
Notes & Document Management, Alerts, Approval Workflows, Integrated Business Intelligence,
Manufacturing & Bar Coding, Productivity Tools to streamline processes, Fixed Assets, RMA’s,
Bank & Subledger Reconcilations, Cashflow Forecasting, EFT, Project Planning, Timesheet, Leave
& Expense Management, Intercompany Process Automation & Customization Options
Sage 300 ERP (formerly ACCPAC) software has enjoyed unprecedented success in the software industry. It has
been a market leader since its inception over 30 years ago. In these times of rapid technological change it’s nice
to know that a product known for its stability and reliability is going to continue to provide the functionality and
features necessary to tackle the challenges that face businesses in the competitive online world of the 21st
Century.
Not‐For‐Profit and for Profit enterprises face stiff competition for donors and customers. They are looking for
ways to cut costs, increase revenue and improve customer service by reducing manual effort. To compete in a
global economy these organizations need rapid improvements in their information systems that won’t
bankrupt the company. Do you need to automate your business processes with minimal disruption? Well look
no more!
Imagine: Storing and retrieving notes or documents electronically to save time and money.
Using workflow and alerts to automate internal business processes.
Accessing vital information about your organization quickly & easily to aid decisions.
Integrating a robust manufacturing, production planning & shop floor control system.
Utilizing bar codes to streamline PO Receipts, OE Shipments & IC Physical Counts
Management reports generated and distributed automatically anytime day or night!
Matching transactions on Bank Statements automatically for easy Bank Reconciliations.
Receiving Timesheets & Expense Reports from employees without any rekeying of data.
Automating the creation of DueTo/DueFrom Intercompany entries to avoid manual effort.
Amortizing Deferred Revenue and Prepaid Expense over service contract periods.
Updating budgets in Sage 300 ERP GL dynamically from budgets in Excel.
Paying your suppliers electronically without printing cheques.
Salespeople generating reports or forecasts quickly and easily!
ReconcilingG/L balances with subledgers in minutes!
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
Is this possible?: The resounding answer is YES!! Take this unique opportunity to see a number of truly integrated, business management applications built
exclusively for Sage 300 ERP. Learn how these robust solutions can benefit your customers, vendors, employees,
managers and ultimately your business.
In a few short hours, you’ll see the how Sage 300 ERP is dynamically linked with Notes & Documents stored in a
network folder or Microsoft Sharepoint to support entries. How purchases, timesheets, expense reports and AP
payment requests can be part of automated workflows to document controls and provide visibility into
transaction processes. Why adding Alerts makes Sage 300 ERP smarter and more reliable.
Witness AutoSimply manufacturing and production planning and the latest in WiFi enabled Bar Code
technology. Inventory management options for Bin Tracking and RMA’s. See Productivity Tools that streamline
daily tasks to save time and money. How Intercompany purchases and sales are automatically entered in 2
companies at the same time.
Explore the benefits of EFT Processing for Sage 300 ERP to reduce cheque fraud and identity theft, automated
bank reconciliations, cashflow forecasting, intercompany bank transfers and online payment approvals to
streamline cash management procedures. Learn how to manage Deferred Revenue and Prepaid Expenses to
recognize revenue and expense in the correct accounting period.
Understand how to automate the generation and distribution of reports so information is delivered on time in
the right format to the right people. See Business Intelligence with dashboards and drilldown to source
transactions, integrated Excel based budgeting to avoid rekeying and cost effection customization options for
Sage 300 ERP.
This is your opportunity to see the future with Key Solution Options for Sage 300 ERP. If you could learn more
ways to make your business more efficient and profitable wouldn’t you commit a few hours to listen? All
seminars will be presented from 8:30AM to 3:00PM.
You should attend if you are a:
President of a growing company
VP Finance or Controller interested in world class systems
Operations or Warehouse Manager looking to streamline processes
Sales Manager of a dynamic sales force
MIS Manager looking for proven, reliable technology
You won’t find this much information on integrated business management systems in one place at one time as
you will at this key event. Space is limited; please let us know you’ll attend. Don’t delay. Please complete and
email the attached RSVP form right away!
Sincerely, Robert Lavery & Associates, DB Group Consulting Inc
AGENDA
Customer Seminar on Key Solution Options for Sage 300 ERP
Time Room Topic
8:00 AM Main Registration and Continental Breakfast
8:30 AM Main Introduction, Welcome and Who’s Here
9:00 AM Main Attaching Notes & Documents in Sage 300 ERP
Orchid: Notes, Document Management Link; SYSTRONICS: Document Attachment Applets
9:30 AM Main Increasing Efficiency of Transaction Processing and Master File Maintenance in Sage 300 ERP
Tairox: Productivity Tools; SYSTRONICS: Intercompany Utilities
10:00 AM Main Improving Cash Management Processes in Sage 300 ERP (Part 1)
Orchid: Electronic Funds Transfer Processing; Orchid: Info Explorer
10:30 AM Break Meet with exhibitors
10:45 AM Main Improving Cash Management Processes in Sage 300 ERP (Part 2)
Peresoft: RecXpress; TaiRox: AP Check Approval; SYSTRONICS: Cashflow Forecasting
10:45 AM Break Out Make‐To‐Order & Make‐To‐Stock Manufacturing Made Easy in Sage 300 ERP
AutoSimply: MF, ML, SC
11:15 AM Main Web‐based Project, Timesheet, Leave and Expense Management for Sage 300 ERP
Norming: Resource Manager includes Web Timesheet, Expense, Project, Leave Request,
Overtime; Orchid TimeSheet Keeper
11:15 AM Break Out Streamlining Production and Purchase Planning in Sage 300 ERP
AutoSimply: Producton Planning and IP
11:45 AM Main Accounting for Deferred Revenue, Prepaid Expenses & Subledger Reconciliation in Sage 300 ERP
SYSTRONICS: Revenue and Expense Deferrals and ToolPac
11:45 AM Break Out Integrated Bar Code Solutions for Sage 300 ERP Manufacturing & Operations Suite ‐ AutoSimply
12:15 PM Lunch Lunch, Customer and Partner Testimonial
1:00 PM Main Efficient Inventory Management with Bins, Bar Coding & Returns in Sage 300 ERP
Orchid: Bin Tracking and RMA
1:00 PM Break Out Managing Your Assets in Sage 300 ERP Makes Sense
Norming; Asset Accounting, Maintenance, Leasing, Tracking
1:30 PM Main Intercompany Processing Made Easy in Sage 300 ERP
Orchid: Inter Entity Transactions & Inter Entity TRADE; SYSTRONICS: Intercompany Utilities
1:30 PM Break Out Customization of Sage 300 ERP – When Should You Do It?
Tairox and SYSTRONICS
2:00 PM Main Increase the System’s IQ By Adding Alerts & Field Level Security in Sage 300 ERP
Orchid – View Extender, 10 minutes for Norming – Security Modules
2:30 PM Main Streamline Reporting, Analytics & Budgeting in Sage 300 ERP
Orchid: Info Explorer, Report Runner, Process Scheduler & Optional Tables with Excel Budget
3:00 PM Main Wrap Up, Questions and Next Steps
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
Detailed Agenda with Session Descriptions‐ Breakout Sessions Highlighted in Yellow
8:30AM – Introduction, Welcome and Who’s Here
Robert Lavery & Associates is the North American Distributor for 7 of the largest and most successful Sage Development
Partner solutions for Sage 300 ERP (formerly Sage Accpac ERP). All of these organizations have won several awards from
Sage including the Development Partner of the Year in North America and many countries around the world. (See list of
Sage Development Partners attached to this Detailed Agenda.) Most of these solutions are written in the Software
Development Kit (SDK) for Sage 300 ERP to ensure the highest level of integration possible. If you are an existing Sage 300
ERP customer, or an organization looking to invest in a Sage 300 ERP based system, we are glad you are sharing the day with
us. Our objective is to make you aware of the strong community of Sage 300 ERP developers from around the world and
local consultants who support the most sought after solutions to enhance the functionality of your Sage 300 ERP system.
9:00AM – Attaching Notes & Documents in Sage 300 ERP
Product Focus: (Orchid Systems – Notes, Document Management Link & SYSTRONICS – Document Applets)
Many organizations are looking for ways to reduce paper based documentation of accounting transactions to save time and
money. Attaching Notes or Documents to fields in Sage 300 ERP 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 Customers and Vendors to name just a few. This session will show you how easy and cost effective it can
be to integrate notes and documents into your accounting system to make it a business management system.
9:30AM – Increasing Efficiency of Transaction Processing & Master File Maintenance in Sage 300 ERP
Product Focus: TaiRox Productivity Tools for Sage 300 ERP; SYSTRONICS Intercompany Utilities
Have you ever wondered if it is possible to save time and effort in maintaining Users, Customers, Vendors, Items or GL
Accounts in Sage 300 ERP – across multiple companies? Have you ever wondered if you could easily manage large or high
volumes of Sales or Purchase Orders? Have you ever wondered if you could add additional email addresses without
customization? If you answered “Yes!” to any of these questions, then this session has the answers you are looking for.
10:00AM – Improving Cash Management Processes in Sage 300 ERP – Part 1
Product Focus: Orchid – EFT Processing, Info Explorer
Tired of printing, folding, stuffing and mailing paper‐based cheques to pay Vendors? Not only can this be more costly, but it
is less secure given the existence of cheque fraud and identity theft. Using EFT to process AP Payments and/or AR Receipts
is a sound investment with payback of less than 1 year for most of our customers. We will also illustrate the power of
viewing transactions in a multi‐dimensional data cube and dashboards to manage cash flow.
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
10:30AM – BREAK – Meet with Exhibitors – This is your opportunity to discuss challenges you face and how these solutions
we are presenting might offer cost‐effective solutions to those issues. Take advantage of FREE consulting while you can!
10:45 AM – Improving Cash Management Processes in Sage 300 ERP – Part 2
Product Focus: Peresoft ‐ RecXpress for Bank Services; TaiRox ‐ AP Check Approval; SYSTRONICS CashFlow Forecasting
By authorizing AP Payments before cheques are processed, you increase security and provide documented proof of an
approval process around payments. This session will also show you how to automate the reconciliation of your bank
statement with entries in Sage 300 ERP and significantly reduce the amount of time this usually takes as well as forecast
your cash flow using data readily available in Sage 300 ERP.
10:45 AM – Make‐To‐Order & Make‐To‐Stock Manufacturing Made Easy in Sage 300 ERP – Breakout Room
Product Focus: AutoSimply – Manufacturing Orders, Manufacturing Lot & Shop Floor Control
This overview presentation will highlight the key features that allow you to address the requirements of Make‐To‐Order or
Make‐To‐Stock manufacturing operations and control production costs. The system supports Multi‐Level Bill‐of‐Materials,
Routing, Scrap Factor and Component Substitutions as well as Subcontract Order Processing to help companies better
manage their operations.
11:15 – Web‐based Project, Timesheet, Leave and Expense Management for Sage 300 ERP
Product Focus: Norming Software – Resource Manager & Web Timesheet, Expense, Project Planning, Leave, Overtime;
Orchid ‐ TimeSheet Keeper
Organizations today are looking for ways to streamline the capture of critical or time‐sensitive data contained in Timesheets
and Expense Reports to update project costs and payroll statistics to improve employee productivity and reduce
administrative tasks. Whether you want an on‐premise solution you host or one that is hosted for you, this session will
outline your options for improving your productivity in this area of your business.
11:15 AM – Streamlining Production & Purchase Planning in Sage 300 ERP – Breakout Room
Product Focus: AutoSimply – Production Planning & Purchase Planning
Production Planning facilitates streamlined processes for just‐in‐time inventory, expediting manufacturing or purchase
orders and managing lead times based on sales forecasts. With the Purchase Planning module, trading companies can now
generate complete purchase plans for all their inventory items including Inventory Control BOMs and kitted items. Both
systems have an “Available‐To‐Promise” query to manage customers’ expectations and planning runs can be scheduled to
run unattended using a built‐in Task Scheduler.
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
11:45 – Accounting for Deferred Revenue & Prepaid Expenses And Subledger Reconciliation in Sage 300 ERP
Product Focus: SYSTRONICS – Revenue & Expense Deferrals & ToolPac Subledger Reconciliation
Companies who buy and sell under long term contracts or subscriptions can now book the expense or revenue as Prepaid
Expense or Deferred Revenue and have Sage 300 ERP manage the recording of actual expenses or earned revenue over
time based on pre‐defined parameters. Revenue and Expense Deferrals utilizes Sage Optional fields to identify transactions
so users don’t need to change the way they are currently entering transactions in Sage 300 ERP. Once transactions are
posted through to the GL, Revenue and Expense Deferrals will move the transaction into the deferral account and be
automatically recognized based on a user‐defined schedule. ToolPac Subledger reconciliation will show mismatches
between the subledgers and GL. It will identify transactions that do not have a corresponding transaction in GL, or
transactions that were matched but have a variance, or transactions that are posted in different periods.
11:45 AM – Integrated Bar Code Solutions for Sage 300 ERP Manufacturing & Operations Suite – Breakout Room
Product Focus: AutoSimply – Barcode Manufacturing & Barcode Operation
For manufacturing companies, inventory transactions affect purchasing, sales and manufacturing orders on the production
floor. Managing the movement of inventory efficiently between these various stages can reduce production cycle times,
direct and overhead costs as well as customer delivery/order shipment times. This session will show you a simple way to
add bar coding to your production process in AutoSimply Manufacturing Orders and Shop Floor Control as well as the
Operations Suite of Sage 300 ERP including Inventory Control, Order Entry and Purchase Orders.
12:15 – LUNCH – Customer/Partner Testimonial – Real people telling real stories of how they improved processes in their
organizations using one of the software tools you are seeing today.
1:00PM – Efficient Inventory Management with Bins, Bar Coding & Returns in Sage 300 ERP
Product Focus: Orchid – Bin Tracking & RMA; AutoSimply – Bar Code for Inventory, Order Entry & Purchase Orders
Inventory is the life blood of wholesale distributors and manufacturing companies. Being able to pinpoint the exact location
of inventory in a warehouse reduces shipping errors and handling costs. Managing returns effectively reduces costs and
improves customer service; utilizing bar code scanners increases throughput for receipts, shipments and inventory transfers
as well as physical counts. If you have to manage inventory, we can help you be more efficient and effective.
1:00 – Managing Your Assets in Sage 300 ERP Makes Sense – Breakout Room
Product Focus: Norming – Asset Accounting, Maintenance, Leasing, Tracking)
An often overlooked area in organizations is the management of physical assets. Organizations that allocate and deploy
their assets effectively generally earn a higher return on those assets and improve their prospects for growth. However,
most companies spend very little time managing their physical assets once they have been purchased. For organizations
who recognize the importance of managing their physical assets and want a tightly integrated, cost effective solution to
complement their existing Sage 300 ERP system, Norming Asset Management makes a lot of sense.
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
1:30PM – Intercompany Processing Made Easy in Sage 300 ERP
Product Focus: Orchid – Inter Entity Transactions & IET TRADE; SYSTRONICS – Intercompany Utilities
How much time do you spend on manually reconciling the DueTo/DueFrom entries in your organization? Processing and
balancing intercompany or interfund transactions doesn’t have to be a labour intensive exercise in frustration. Whether you
are allocating expenses and revenue, buying and selling between related parties or transferring cash it is possible to
automate the creation of DueTo/DueFrom entries, the creation of Sales Orders, Purchase Orders, AR and AP Invoices within
or across company databases in Sage 300 ERP. Sound too good to be true? Please attend this session to find out how.
1:30PM ‐ Customization of Sage 300 ERP – When Should You Do It? – Breakout Room
Product Focus: TaiRox & SYSTRONICS Customization Services
Looking to extend the functionality of your Sage 300 ERP system but can’t find an appropriate product solution?
Customization is a viable option whether you need a simple feature extension, integration to external systems including
web‐portals or a full blown vertical industry solution. This session will help you consider some cost‐effective options.
2:00PM – Increase the System’s IQ By Adding Alerts & Field Level Security in Sage 300 ERP
Product Focus: Orchid – View Extender; Norming – Security Modules
This session will show you how to make your business system smarter by adding the ability to alert people via email or
Orchid Notes when field values change, add security at a field level to ensure only the correct people see data they are
approved to see and the ability to report against any changes in the database to get a smarter more secure system.
2:30PM – Streamline Reporting, Analytics & Budgeting in Sage 300 ERP
Product Focus: Orchid ‐ Info Explorer, Report Runner, Process Scheduler & Optional Tables with Excel Budget
The problem with most reports is that by the time you get them, they are out‐of‐date. Furthermore, different people in the
organization need the information formatted differently because they are making different decisions. To increase the
timeliness of generating and distributing Crystal or Financial Statement reports you need to automate the process and
create unique Report Groups for different user groups. If you need a higher level of analytics, it is possible to distribute data
cubes that allow users to format and filter data based on their own requirements. Whether you need historical reports,
budgeting, forecasting or better analytics, these solutions can help you mine and distribute all the data stored in your ever
increasing Sage 300 ERP database.
3:00PM – Wrap Up, Questions & Next Steps
Product Focus: Anything you found interesting today! Exhibitors and Business Partners will be happy to answer your
specific questions and provide additional information about the solutions you saw during the presentations.
We want to thank you for attending the seminar today and encourage you to follow up with your local Business Partner on
any ideas or solutions you found interesting and useful to your organization. If you are interested in a follow up webinar
presentation on anything you saw today, please arrange that through your Business Partner and we will be happy to
schedule something for you.
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
Gold Development Partners for Sage 300 ERP Represented in North America
by Robert Lavery & Associates
AutoSimply – www.autosimply.com
AutoSimply is ideal for small to mid‐sized discrete manufacturing and wholesale distribution companies with Make‐To‐Stock
or Make‐To‐Order production requirements. Under the terms of an OEM Agreement with Sage, AutoSimply is marketed as
the Sage 300 ERP Manufacturing solution in Asia, South Africa and Australia. This SDK Based manufacturing solution for
Sage 300 ERP (formerly Sage Accpac ERP) includes Manufacturing Orders, Manufacturing Lots, Production Planning, Shop
Floor Control and Inventory Purchase Planning. AutoSimply also have their own integrated WiFi Bar Code solution for
Manufacturing and Operations. These products create one seamless solution with core Sage 300 ERP modules such as Order
Entry, Inventory Control and Purchase Orders as well as full integration with SDK based Third Party applications like Orchid's
Bin Tracking. They run in the same database and utilize Sage 300 ERP Lanpaks so there is no additional charge for multi‐user
access.
Orchid Systems – www.orchidsystems.biz
Orchid Systems has won the Gold Development Partner of the Year award from Sage for 3 years in a row. Their solutions
emphasize the automation and streamlining of common transaction processes in Sage 300 ERP such as EFT electronic
payments and receipts, Inter Entity Transactions for automatic balancing of DueTo/DueFrom intercompany loan accounts,
IET TRADE for automatic creation of sales and purchase entries between AR and AP or OE and PO, RMA for handling returns
and repairs, Bin Tracking to track the same item in multiple places in the same warehouse, Process Scheduler to automate
posting of batches, running Day End, Data Integrity, Crystal & FR Reports, programs, macros and database dumps and loads.
They also help manage information in Sage 300 ERP with Notes, Document Management Link, Report Runner, Optional
Tables and Info Explorer for analytics. The latest additions to the Orchid product portfolio include View Extender to create
“Alerts” in Sage 300 ERP, field level security, monitoring changes to field values, integrating data from other applications
and scripting to customize and automate processes in Sage 300 ERP as well as a hosted TimeSheet Keeper solution for
entering and approving Timesheets and Expenses against Companies, Projects and Activities.
Peresoft – www.peresoft.com
Peresoft is one of the longest serving Development Partners in the Sage 300 ERP community. Their flagship product
CashBook is one of the highest selling modules of all time. Since most businesses in North America don’t use a CashBook
where Receipts and Payments are processed in 1 Journal, Peresoft created RecXpress for Bank Services to automate the
matching of transactions from a Bank Statement to the entries posted in Bank Services. This solution is a huge time‐saver
for any organization who has a high volume of bank transactions in 1 account or multiple bank accounts to reconcile.
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
Norming Software – www.norming.com
Norming Software’s flagship product is their Asset Management solution with Asset Accounting, Asset Maintenance, Asset
Leasing and Asset Tracking. It is one of the most widely used Third Party products in the world and is hosted at Sage 300
Online as a software service running in Sage’s own Data Centre. They also produce a series of Security modules for Bank
Services, Accounts Receivable, Accounts Payable, Inventory Control, Order Entry and Purchase Orders. Their latest solution,
Resource Manager, provides seamless back office integration for Timesheets, Expenses, Leave, Overtime, Project Planning
and Resource Scheduling from a web‐based Employee Self Service portal. This solution is ideal for service based, project
oriented businesses such as engineering firms and employment agencies but is also deployed successfully in Non‐Profit
organizations and many For‐Profit companies that want to manage Employee Expenses with online approvals.
SYSTRONICS – www.systronics.com
SYSTRONICS is a very strong Development Partner with programming skills in multiple languages and environments
including Sage 300 ERP and Sage CRM. They combine that strength with outstanding business process knowledge to offer
world‐class customization solutions for organizations of all shapes and sizes. Their portfolio of product solutions includes
Revenue and Expense Deferrals to manage subscription, contract, tuition or membership revenue and prepaid expenses
that must be recorded and allocated over future accounting periods. Subledger Reconciliation is a subscription tool to
identify mismatches between subledger transactions and related Control Accounts in the General Ledger.
TaiRox – www.tairox.com
TaiRox is a software development company 100% focused on providing innovative solutions to the Sage 300 ERP
community. The TaiRox development team has over 80 years of experience developing Sage 300 ERP applications. Don
Thomson, one of the original co‐founders of Basic Software Group (the original developers of Accpac) has been involved in
several successful software ventures. Their current product portfolio includes the Productivity Tools which add over 100
features to the core modules of Sage 300 ERP. They also specialize in SDK based customized solutions as well as data
backups and network performance tuning.
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
Pacific Technology – www.pacifictechsol.com
Pacific Technology is known primarily for their leadership in the area of workflow technology and audit controls. Their
flagship product Purchase Workflow was the first workflow enabled solution available for Sage 300 ERP and continues to
offer the tightest integration of any purchase based workflow solution. This solution is available at Sage 300 Online as a
hosted service as well as deployed on‐premise. Pacific Technology also offers a real‐time budget checking solution called
Funds Availability to help approvers understand the impact of authorizing a purchase on GL Budgets. Further enhancements
to the purchase process include adding Documents and linking to Internal Issues for consuming items from an internal
“store” of inventory items. Payables Workflow has been added for organizations that do not raise PO’s but want to approve
invoices prior to updating their accounting records. These solutions are ideal for organizations with centralized purchase
management such as hotels/hospitality, government agencies such as district health boards, mining companies, hospitals,
health care and Non‐Profit organizations looking to provide better stewardship and accountability to donors.
Robert Lavery & Associates Ltd, Toronto ON
YouTube Channel ‐ https://www.youtube.com/user/RLAssociatesLtd
In 2003 Robert Lavery started Robert Lavery & Associates Ltd. (RLA) to focus on the development and marketing of Sage 300 ERP (formerly Accpac) Certified add‐on products for the SAGE ERP Series of business management solutions. Many of these solutions are sold by the Sage 300 ERP Strategic Sales Group and hosted as a service at Accpac Online. Robert worked for Computer Associates and ACCPAC International for over 12 years in various capacities including channel management, product marketing, corporate sales and strategic alliances. Prior to joining Computer Associates, Robert worked in public accounting for 6 years with KPMG and BDO.
In 2007 Nancy Lavery joined RLA to focus on the implementation and training of workflow‐based systems. She has since taken on Sales and Marketing roles for other products within the portfolio. For 16 years prior to joining RLA Nancy worked
for several global financial organizations in the Sales, Marketing Accounting, Compliance and systems areas.
About DB Group Consulting Inc
Since 1997, with locations in NB and NS, DB Group Consulting has been providing End‐to‐End Business Management
Solutions to customers ranging from small business operations to multinationals. As a Sage Select business partner, we
strive to enhance our customers' experience and profitability. We provide needs analysis, project management,
implementation; training, custom reports… all while providing bilingual service and bilingual support programs.
Depuis 1997, avec des consultants au N.‐B. et en N.‐É., DB Group Consulting offre à sa clientèle des logiciels de solutions
complètes de gestion d’entreprises. Notre mission consiste à venir en aide aux petites et moyennes entreprises grâce à des
outils de gestion efficaces qui permettent de satisfaire aux besoins de tous nos clients de l’installation à la formation en
passant par le support technique... le tout en fournissant un service bilingue de haute qualité!
Registration: Key Solution Options for Sage 300 ERP
PLEASE COMPLETE and EMAIL THIS REGISTRATION FORM TO:
[email protected] DB Group Consulting Inc or fax 506‐854‐2063
Yes, I will attend Halifax: Monday Sept. 28, 2015
@ Best Western PLUS Dartmouth, 15 Spectacle Lake Drive, Dartmouth B3B 1X7 Free parking, hotel parking lot
8:30 AM to 3:00 PM Chardonnay Ballrooms 1, 2 & 3
(No confirmations will be sent) Name(s)
Earn Professional Development Credits: ___CPA ___ CHRP ___CAFM
Title(s)
Company
Address City Postal Code
Phone Email
I currently use the following accounting system:
□ SAGE 300 ERP (formerly ACCPAC)
□ Other: ______________________
DB Group Consulting Inc Office Locations: Dieppe NB | HRM NS TF 866 854-2064 | [email protected] | www.dbgroupinc.ca
Key Solution Options for Sage 300 ERP (formerly Accpac)
Payment Processing for Seminar Attendees Cost:
Pre‐registration $50.00 + $6.50 HST = $56.50 for 1st attendee &
$35.00 + $4.55 HST = $39.55 for 2nd and subsequent attendees
Day of the Event $75.00 + $9.75 HST = $84.75 (cheque or cash only)
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Please send payments by cheque to
DB Group Consulting Inc 185 Nepisiguit Drive Dieppe NB E1A 7N1
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