Introduction and WelcomeIntroduction and Welcome

Presented By: Joseph Arnone, Presented By: Joseph Arnone, PresidentPresident

Who is BAASS?

• Founded 25 Years ago • Focus on three core areas

1. Management Consulting2. Accounting Services3. Systems Implementation

• 3,000+ Clients (ERP, CRM, and HRIS)• Horizontal Focus• Vertical Industry Focus• 98+ members of our Staff fluent in over 27 different

languages

About BAASS

• Extensive Coverage– Fourteen Offices across the

U.S. & Canada and alliance partners all over the world.

• Growth by Acquisition – CA Plus, Equation

Technologies, Axis GP

Our Focus

ERP ERP

CRMCRM

BIBI

HRISHRIS

PSAPSA

WMSWMS

Third Party AppsThird Party Apps

MCMC

Mission, Vision, ValuesMission:Mission:BAASS Business Solutions Inc. is a provider and implementer of accounting and business management applications for corporate and community-based organizations in Canada and across North America, South America, and the Caribbean.Our focus is on increasing customer efficiencies and productivities through the implementation of the 'right' technology supported by customization and training, designed to enhance business profitability and growth capacity.

Vision:Vision:BAASS will be the accounting and business management solution provider of choice for business, software publishers, and career seeking professionals throughout North America, South America, and the Caribbean.

Targets:Targets:•Business – Clients (Small & Mid-Sized) and Other Partners•Software Publishers – A Top Vendor in Sales & Customer Satisfaction•Career Seeking Professionals – Offer healthy working culture, development, and opportunity

BAASS Core Values

• Integrity• Trust• Respect• Accountability• Innovation• Enterprise• Excellence• Expertise• Balance

The Difference…

FocusFocusFocusFocus Diverse Diverse PortfolioPortfolioDiverse Diverse

PortfolioPortfolio ExperienceExperienceExperienceExperienceFully Fully

Integrated Integrated SolutionsSolutions

Fully Fully Integrated Integrated SolutionsSolutions

Size and Size and StrengthStrengthSize and Size and StrengthStrength

We specialize in both horizontal & vertical solutions as well as a portfolio of products from leading publishers.

We have the very best solutions, and more so the best services both now and as you grow and evolve.

We have deep experience in all aspects of ERP, HRIS and CRM. It's in our DNA.

We've seen a lot with 3,000 clients and ensure our solutions work together to fit your business needs.

Designed to ensure consistent personalized local support. Global Presence with local attention.

Where We’re Going

2011

• Global Presence with Local Attention

• Expanding our breadth and depth of services

• Focusing and specializing in core practice areas to give your business the attention it needs

2012

201320132014

2015

2016

BAASS Connect History

• 16th Annual Conference• (formerly known as ACCPAC

Live)

• Four Locations:• Edmonton• London• Burlington• Toronto

• This Year’s Focus• Sage HRMS• Sage CRM• Sage 300 ERP

Today’s Agenda

• Evaluations Drop Box• PD Credits Available for CA,CMA, and CGA• Prizes:• 2 Tickets to the Leafs Game 2 Tickets to the Leafs Game in Miami, Florida in Miami, Florida (including flight and hotel stay)(including flight and hotel stay)• Prizes and PromosPrizes and Promos

• You must stay until the end to win!

End of Day

“BAASS works with numerous third party solution providers. All having something unique to bring to the table; a new outlook, increasing efficiencies, or simply reshaping our approach to workflow.

Our third party solution providers are an extension of our team and its that trust that allows us to offer those solutions to you, our valued client.”

Meet our Exhibitors

• ACDEV develops applications offering seamless integration with your accounting suite– Point of Sale (POS) Systems– Webstore

ACDEV SoftwareACDEV SoftwarePaul Wong & Jean Lavoie

• BI-Metrix’s Business Intelligence solutions help small and mid-size businesses optimize processes, save money, and improve decision-making through the power of information.

• Specialize in the three pillars, BI - analysis, reporting and planning.

BI MetrixBI MetrixRam Hasson

• EDI Solutions that integrate with virtually any accounting or ERP system– Specializes in Sage and Microsoft ERP markets– Edisoft’s Merchant for EDI Suite includes its own built in

VAN, communication & translation modules– Maintains thousands of “plug in” Trading Kits for NA

Market

Edisoft EDI Edisoft EDI Kelvin Takhar

• Develops integrated ecommerce solutions for Sage 300 ERP• Internationally recognized. Installations in 8 countries across

5 continents• Provide scalable solutions that are turn key• Recognized as Sitefinity’s 2012 Development Partner of the

Year

ICINITI ICINITI Bill Parkinson

• Designed to meet the needs of discrete manufacturers• Make to order, make to stock, assemble to order, configure to

order, & mixed mode manufacturing environments• Integrated with Sage ERP Accpac, positioned for small to mid

sized manufacturers to scale as they business grows

Industrios ManufacturingIndustrios ManufacturingLinda Schleihauf & Dan Court

• Develops time clock & labour tracking systems – Simplify collecting & analyzing employees time– Key reporting functionalities– Designed to integrate with your existing back office

applications

ManusonicManusonicDan Papakonstantino

• Develop a variety of solutions designed to enhance your Sage 300 ERP solution– Webtelligence, eBusiness solution portal allowing you to

connect with your trading partners, customers, and vendors

– Notes Alerts tool for Sage 300 ERP

North49North49Mike Slater

• Development partner for Sage 300 ERP addressing real world issues– Inter Entity Transactions– EFT Processing– Return Material Authorization (RMA) & Repair Tracking

Solutions

Orchid, Systronics, Pacific Technology, Norming Orchid, Systronics, Pacific Technology, Norming Software, Autosimply and Peresoft RecXpressSoftware, Autosimply and Peresoft RecXpressRob Lavery

• Managed EDI Cloud Service• Integrated with Sage 300 ERP• Warehouse and 3PL Links• No Software to buy• Low up-front cost – All inclusive pay-per transaction

RedTail SolutionsRedTail SolutionsJeff Franklin

• Complete Service Management Solution• Manage Projects, Tasks, Schedules, Job Costs, Expenses and

more inside your CRM• Take control of your service operations anytime and

anywhere• ERP integration tool

TimeLinxTimeLinxSean Hutchinson

• XM Symphony, the next-generation in ecommerce• XM Symphony can help you create a web store that can talk

to your Sage 300 ERP accounting system in real-time• Provides simplified Credit Card payment setup by providing

SSL certificates directly as well as partnering with international payment gateway’s to offer your consumers choices.

XM SymphonyXM SymphonySean Fleming

Meet the Team at Sage

David Beard CRM Principal, Sage CRM

Deana Derry Regional Sales Manager,Sage Employer Solutions

Debbie Hill Solutions Engineer

Derrick Lildhar Regional Sales Manager

Jennifer Schwarz Product Manager,Mobile Apps and Web Services

Randy Bacchus Solutions Engineer,Mid-Market and CRM Sage