sage summit | Schulz Consulting

Sage Summit San Diego 2019 Wrap-Up

February 15, 2019 by Wayne Schulz

Sage Summit San Diego is wrapping up today. The three-day event held February 13-15, 2019 was the first Sage Summit branded event since Atlanta in May 2017.

Sage Summit 2019: San Diego and Atlanta

During 2018 Sage held a series of “mini-Summits” which they branded as Sage Sessions. The first of these was held in Los Angeles which I attended and reviewed here – Sage Sessions 2018 – Los Angeles Highlights and Recap.

Sage Summit San Diego featured a partner day followed by 1-1/2 days for customers. I was unable to attend this Sage Summit, however, what follows is my analysis based upon a close review of the Twitter activity throughout the 2-1/2 days.

Sage Summit San Diego – Partner Day – February 13, 2019

Partner day one opening welcome was delivered by Sage North America Managing Director Nancy Harris. About 200 partners were present at this event to learn more about Sage’s vision for 2019. After a brief introduction, things kicked off to the executives in charge of Sage’s channel partners.

The kickoff session was led by Sage North America VP Partner Strategy & Sales, Scott Ehmen, and Sage EVP Partners, Accountants & Alliances Jennifer Warawa.

Key takeaways:

The market is changing
Sage is committed to becoming a great SaaS company
Specialization is a key to future growth

The remainder of partner day one included various marketing presentations as well as a partner panel where Sage announced the expansion of their Partner Advocate program with DSD Business Systems being one of the Sage VARS who will join.

Sage Summit San Diego – Customer Day February 14-15, 2019

About 700 people reportedly attended day two which kicked off with Sage MD Nancy Harris interviewing Tarryn The Tax Lady who gave an inspirational discussion of how she got her start in business and presumably the role Sage played.

You can view the detailed agenda of Sage Summit San Diego to get a better idea on the topics discussed.

Once the opening session was complete the remaining sessions went into more depth on the Sage 100 platform.

The opening slide showed the current status of Sage 100cloud – including a customer count of 20,000+ users.

Sage Senior Product Marketing Manager Timothy Harfield and Sage Product Manager Linda Cade provided a review of the road ahead for Sage 100.

The biggest announcement for Sage 100 and Sage 100cloud was the addition of newly updated manufacturing modules. Work Order and MRP are now at the framework. This means that advanced methods of scripting now work with those modules. The ability to run these modules on Sage 100cloud Premium (aka SQL) is now a possibility.

Expect to see these new and updated modules rolling out starting with the March 2019 planned release of Sage 100cloud 2019.

Also announced is a lower licensing cost for certain types of Sage 100 Production Management licenses.

With the March 2019 release comes an expanded set of options for manufacturing with Sage 100cloud

Paperless Office is due for some enhancements. Soon you’ll be able to include email attachments and make use of the CC and BCC fields as well as copy a salesperson on invoices sent to their customers.

New “Grad Caps” are coming with Sage 100cloud 2019. These are similar to context-sensitive online-help except they lead to anytime learning options on Sage University which are directly related to the task on screen.

Sage’s integration with Office 365 – aka Sage Contact – has been enhanced to include vendor information.

Sage Summit – San Diego also featured a scaled back trade show with dozens of Sage ISVs there to discuss their products in-depth.

Dan Rodriguez of ScanForce was manning their display and available to answer questions from anyone interested in Warehouse Management for Sage 100.

Overall, Sage Summit San Diego seemed to more closely match Sage Sessions than the larger Sage Summit conferences of past. This may be a worthwhile conference for anyone who is a user of Sage products or who are considering becoming a user. The exhibition area is much less hectic which means you have plenty of time to talk to any exhibitor whose products you are considering.

The next Sage Summit is in Atlanta May 13-15, 2019 at the Hyatt Regency hotel.

List of Exhibitors Scheduled to Appear at Sage Summit Atlanta

Sage Summit 2019 – Agenda for Sage 100 Customers Released

January 20, 2019 by Wayne Schulz

Sage has posted a sample agenda for Sage 100 and Sage 100cloud customers who may be attending their Sage Summit event February 13-15, 2019, in San Diego, California.

For 2019 Sage has announced two conferences:

Sage Summit – San Diego – February 13, 2019, to February 15, 2019
Sage Summit – Atlanta – May 13, 2019, to May 15, 2019

As listed below, the agenda spotlights the following sessions relevant to Sage 100 / Sage 100cloud users:

Wednesday, February 13, 2019

5 pm – Welcome reception to network with other users, consultants and ISV representatives

Thursday, February 14, 2019

9 am – Keynote with Sage North America EVP & Managing Director Nancy Harris

10:45 am – Lessons from the field: Overcoming barriers and accelerating growth with Sage 100cloud

11:45 am – Proven, Open, Connected: A cloud-connected vision and the road ahead for Sage 100cloud

12:30 pm Lunch / product showcase

1:45 pm Mythbusting Sage 100cloud – Everything you wanted to know

2:45 pm Gain a deeper understanding of Sage Intelligence Reporting

3:45 pm My ERP can do THAT? Tips and tricks for Sage 100cloud

4:30 pm Product showcase

Friday, February 15, 2019

9 am Keynote TBD

10:15 am Leveraging Microsoft Office 365 Power Platform

11:15 am Navigating the challenges of a growing business

12:00 pm Lunch and product showcase

Sage Summit 2019 – San Diego – Sponsor List Released

January 16, 2019 by Wayne Schulz

Sage Summit San Diego is being held February 13-15, 2019 in San Diego, CA. This is the first of two Sage Summit events for 2019 with the other event being held in Atlanta May 13-15, 2019.

The agenda for both sessions was previously revealed and can be viewed online at Sage Summit San Diego Agenda.

The announced sponsor breakout is as follows:

Platinum Sponsor:

Scanco – Warehouse Management / Manufacturing – http://www.scanco.com

Gold Sponsors

Aatrix – eFiling – https://www.aatrix.com/
Altec – Document management – http://www.altec-inc.com/
Avalara – Sales tax compliance – https://www.avalara.com/us/en/index.html
Paya – Payments – https://paya.com/

Silver Sponsors

Biz-Tech Services – Partner / Developer – http://biz-techservices.com/
Certipro Solutions – Partner/ Developer – https://www.certiprosolutions.com/
Net@tWork – Partner / Developer – https://www.netatwork.com/

Bronze Sponsors

Blytheco – Partner / Developer – http://www.blytheco.com
gotomyerp – Cloud hosting for Sage – https://www.gotomyerp.com/
Insperity – HR Solutions – https://www.insperity.com/
Kerr Consulting – Partner / Developer – http://www.kerrconsulting.com/
North49 Webtelligence – eCommerce – https://www.north49.com/
ROI Consulting – Real time Sage integration to eBay, Magento, Amazon, Shopify, WooCommerce, web shopping carts – https://www.roi-consulting.com/

Registration for Sage Summit San Diego is open. The cost through January 31, 2019 is $299 per person. Visit Sage Summit San Diego for more info and to register.

Sage Summit 2019 East and West Coast Locations Released

November 7, 2018 by Wayne Schulz

Sage North America is reintroducing its Sage Summit conference in 2019. Instead of one big conference, Sage has decided to host two conferences – one on the West Coast and one on the East Coast.

During 2018 Sage hosted a series of six one-day Sage Sessions events across North America. These events were designed to be more convenient for customers and partners to attend since many would not have to travel overnight to reach one of the six stops on the Sage Session tour.

Update February 16, 2019: Read our analysis of Sage Summit San Diego which was held February 13-15, 2019

According to the Sage mailer:

We are thrilled to bring back Sage Summit in 2019 at two locations! You are invited to join us in San Diego on Feb 13–15 or in Atlanta on May 13–15.

With an audience of accountants, small-to-medium-sized businesses, and partners, we will focus on global cloud technology with relevant content, connections, and experiences that will provide actionable takeaways for future business success.

Each Sage Summit event will kick-off with an exclusive Partner’s Day, where you will learn more from Sage executives on market changes, our product strategy and dive deeper into product integrations. The day will end with a Welcome Reception for all Summit attendees.

Sage Sessions: Construction and Real Estate will be held in Portland, OR, on April 24-26, and will focus exclusively on Sage CRE solutions. For Sage Business Cloud Enterprise Management, Sage Sessions: Enterprise Management will be held in October 2019. Separate communications will be sent with more details for those events.

If you’re looking to add credit card / ACH payments, warehouse management or cloud hosting to your Sage 100cloud system, visit our sponsors at the Sage Summit events:

APS Payments – integrated payment processing ( credit card, ACH ) for Sage 100 & Sage 100cloud, Sage 300 & Sage 300cloud, Acumatica, Adagio, SAP B1 and QuickBooks.

ScanForce – barcode scanning and mobile warehouse & sales automation solution for Sage 100 / Sage 100cloud software

Summit Hosting – secure cloud hosting for Sage 100 & Sage 100cloud, Sage 50, Sage 100 Contractor, Sage 300, Sage 500, Sage Enterprise Management ( X3 ), Sage BusinessWorks, Sage CRM, Sage Fixed Assets, Sage HRMS, QuickBooks.

Registration for Sage Summit San Diego and Atlanta open on November 20, 2018, and February 13, 2019, respectively. Pricing and a detailed agenda should be available shortly before the start of registration.

The content for both of the Sage Summit events will be identical so you only need to register for one event.

Sage Sessions 2018: Registration, Agenda Now Available

January 13, 2018 by Wayne Schulz

Sage North America has just opened registration for their first stop on the Sage Sessions 2018 tour.

As indicated in early January, 2018 these events will replace the single Sage Summit conference in 2018 although Sage’s announcement leaves the door open for a Sage Summit event in 2019.

From the Sage Sessions website:

The Sage Sessions is a single-day event designed for Sage customers driving our economy. This is a must-attend event that delivers a learning, training and networking experience that will inspire you to drive your business forward. Focused on the Sage product portfolio and roadmaps, Sage Sessions provide Sage customers, partners, and accountants with actionable tools and insightful knowledge.

Link: Register for Sage Sessions – Los Angeles

Sage Sessions 2018 Pricing

Early bird pricing, good until one week prior to the event is $29. After that time the standard rate will be $49.

The full list of Sage Sessions locations for 2018

The Sage Sessions 2018 Agenda

7:30 AM – Registration & Breakfast
9:00 AM – Welcome & Keynote by Sage leadership team
10:30 AM – Coffee break
10:45 AM – Breakout sessions & product demos
11:45 AM – Breakout sessions & product demos
12:30 PM – Lunch & mingle
1:45 PM – Breakout sessions & product demos
2:45 PM – Breakout sessions & product demos
3:45 PM – Breakout sessions & product demos
4:30 PM – Wrap up & feedback

At each stop of the Sage Sessions events, we expect a limited trade show with some access to demonstrations of third-party products and services. As of now, there is no list of the third-parties participating at a particular Sage Sessions stop.

For more information visit the Sage Sessions 2018 website.