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Agenda  November 6th NYC

Introductions  (11am – 11:30am) – 20 mins Al Maurer

  • Status of Acumatica project for your respective business
  • Benefits achieved

High level overview R2, 2024 (11:20am – 11:50am) –30 mins Acumatica

Break (11:50 – noon - 10 mins) 

ADP Presentation (12pm – 12:30pm) - 30 mins Ashley from ADP

  • ADP Payroll integration with Acumatica 

Working lunch – (12:30pm – 1:15m )- 45 mins—open Discussion of User Experiences)   All

  • Analytics
  • The benefits of side panels
  • CRM

Velixo Presentation – (1:15pm- 1:45pm)- 30 mins Duffy Cohen (Velixo)

  • Integration with Acumatica
  • Reporting, Budgeting & Data Automation 

Wrap up – (1:45pm--2:00pm) - 15 mins Dinesh Jain (Acumatica)/Al Maurer

  • Acumatica Summit – Jan 26-29 – registration is open
  • Tentative date and solicit ideas for the next USG meeting ( email to al@nassauprovisions.com)

LOCATION: ADP New York -1 Pennsylvania Plaza (Penn Station) - (888) 871-0155 - 11am -2pm

RSVP HERE

 

PLEASE NOTE: This is a pitch-free environment. As such, Acumatica partners should only attend if a client/prospect is present.

 

NOTE - If you forward to someone who doesn’t already belong to the group and wishes to RSVP:

Here are some suggestions for the future:

Make the experience more customer-friendly, similar to the Acumatica Community.

Shift the event format to emphasize networking over presentations, allowing attendees more opportunities to connect and engage with one another.

Invite five customers to give short, 15-minute presentations on how they use the platform—this way, you showcase diverse use cases and increase customer attendance!

@djain 


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