Acumatica Summit 2021: Customer Agenda
Its true what you’ve heard, Acumatica Summit 2021 will take place LIVE and IN-PERSON beginning with a Hackathon July 16th-17th, Summit from July 18th – July 20th and Technical Training from July 21st to July 23rd in Las Vegas, Nevada at the Wynn Hotel and Casino!
With the health and safety of all involved at the top of mind, Acumatica and the Wynn have reassured both partners and users alike that a powerful team of leading public health professionals have created a comprehensive Health and Safety protocol based on the most effective practices available.
The Wynn’s Health and Sanitization Plan is the result of months of research, development and field test success. The precautions include: a face covering requirement for all individuals in public spaces with face coverings made available at each resort entrance, a comprehensive cleaning and sanitization protocol, non-invasive thermal cameras scanning public areas, guestrooms sealed with a disinfection sticker prior to check-in and over 300 hand sanitizing stations throughout the property.
On top of all this, the Wynn Las Vegas is one of the first resorts to become Sharecare Health Security VERIFIED™ by Forbes Travel Guide – no small feat. With these precautions in mind, we are excited to announce Acumatica Summit 2021 early bird registration is now open! Take a closer look at the agenda and plan ahead of time!
Acumatica Summit 2021
Customer Agenda
Saturday, July 17th
Developer
Day 1 of 2021 Summit Hackathon is being held on Saturday, July 17th starting at 2:00pm until 12:00am.
Sunday, July 18th
Developer
Day 2 will reconvene on Sunday at 10:00am to allow all the teams to tidy up their apps and prepare to present their apps to the group and judges. After lunch at 1:00pm, we’ll begin the team presentations. By 3:00 pm, we’ll present awards to the winning teams and wrap things up.
Additional Activities
The Summit experience kicks off with food & cocktails and the ability to network with your peers in the Acumatica Marketplace
Monday, July 19th
Join Acumatica CEO Jon Roskill as he opens Summit 2021 with his Welcome Keynote presentation. From business highlights and news announcements to the future direction of the company, Jon’s Day 1 keynote is the single most highly anticipated Summit session.
Join an open discussion among customers and Acumatica product teams who share experiences using Acumatica Construction Edition. Learn about what works and opportunities for improvement.
Meals
Learn the best practices for new feature rollout, taking advantage of Open University, implementation techniques and more.
This session will focus on providing an overview of the xRP Platform Development Framework – Webservices, APIs, and development tools and services.
We will introduce Acumatica’s brand strategy for 2021. Attend this session to learn how you can take advantage of existing demand generation campaigns and how it will help you amplify your brand image and boost sales.
Winning a deal against aggressive competitors like NetSuite and Business Central requires proper planning and execution. This session is very valuable to all Principals, Owners and Sales Executives, to really understand our competitors and how we can win against them.
Learn about upcoming features and product designs. Use your phone to provide feedback and vote for new ideas.
Learn how Acumatica helps you thrive in a connected cloud world through the SOAP & REST APIs. We’ll explain how to extend and optimize APIs to meet the needs of any organization.
Advanced Planning and Scheduling (APS) What is it? How can we leverage it? How can we improve customer service with it? Learn what APS is and how it can improve your planning and scheduling processes.
Attend this session to learn how to transform your leads into opportunities with the Acumatica Lunch & Learn Program. Learn from your peers and Acumatica partners about how to deliver a successful Lunch & Learn event.
Acumatica’s Retail-Commerce Edition includes native connectors to best-in-breed eCommerce platforms with many out of the box features for supporting retail customers. In this session we’ll introduce our core solutions as well as the many ISV solutions and digital agency partners who are ready to help make our customers successful selling in an omni-channel environment.
Winning a new deal, is all about strategy and coming up with ‘win-themes’. This session will delve into wins and losses from 2020 and understand how we can craft our winning strategy against common competitors.
Join us to review what has changed since our last Summit and discuss future considerations as we continue to deliver solutions to transform your business.
Get the key data you need in the format you want using embedded reporting tools. Learn to take advantage of dashboards, inquiries, pivot tables, and other tools.
Learn from the best and brightest Acumatica developers where they share their deep developer knowledge – sharing design patterns along with some of their best tips & tricks.
Manufacturers in 2020 struggled to protect their employees and keep their doors open to continue to manufacture goods and services important to other businesses and consumers. Join this thought leadership session to learn about how Acumatica is helping manufacturers face the challenges of the global supply chain, improve productivity, and lower their costs and to also learn about the trends that are dominating in 2021.
This session is designed to empower customers and partners with robust product marketing content. You will learn how to leverage a comprehensive Bill of Materials (BoM) that will help you differentiate yourself in the marketplace. You’ll hear about the highest-performing assets in the first half of 2021 and receive a sneak peek into what’s coming in the second half.
Everyone agrees that the customer’s experience is paramount when building a successful business. But how do you optimize a customer’s experience when they engage with you through a website? Especially when that website is connected to an ERP. The good news is, there are ways. In this session we’ll talk through the ways you can personalize your customer’s experience on the web and make them want to come back for more.
Join us to learn how Field/Operations personnel are using the Construction Edition. What tools can be used to communicate with the team, streamline your workflow, and reporting, from the eyes of a project manager.
Gain valuable time savings and workflow best practices with the latest payroll features.
Learn about our ongoing Acumatica Surveys Community project – jointly developed by our developer MVPs and Acumatica Developers. We’ll share our development journey through 3 phases of development – the challenges we faced and how we worked together to solve them.
As consumers, the world of online marketplaces like Amazon are so common we take them for granted. From the perspective of a seller, it still feels like the Wild West. There are no standards. No rules! And there are multiple ways to do the same thing. In this session, we’ll offer some insights and clarity about how businesses can begin selling through marketplaces and how to standardize their process as much as possible.
The Summit celebration party and dinner will take place outdoors at the Wynn’s Encore Beach Club. The dress attire is casual to business casual. The evening temperatures in Las Vegas in July will be around 90 degrees Fahrenheit so you should dress comfortably.
Tuesday, July 20th
Join Chief Product Officer Ali Jani and others for a technology-filled view of the year ahead. Product demonstrations and customer scenarios take center stage.
Learn and share tips and tricks to help you navigate Acumatica and assist with your day-to-day activities.
Learn about the latest CRM features and best practices so you can improve your sales funnel and digitally support customers after the sale.
Tailor Acumatica for your business without programming using the new workflow engine. See examples which illustrate the power of this new engine.
Learn from the best and brightest Acumatica developers where they share their deep developer knowledge – sharing design patterns along with some of their best tips & tricks.
Join us for an in-depth discussion of how businesses are maintaining business continuity in challenging times. We’ll explore this topic through case studies of Saddleback Leather, Safety Management Group, and Spohn Associates. Hosted by Acumatica title placeholder, the on-stage conversation will center on how Cloud ERP can help transform businesses across various industries.
Acumatica’s Retail-Commerce Edition offers a native integration to the very popular eCommerce Platform, BigCommerce. In this session BigCommerce will introduce their platform, the benefits of their solution and we’ll demonstrate the capabilities of our integration.
Customer retention and contract expansion is among the most important pillars of a subscription business. This session is great for all the Customer Success Managers, with focus on best practices on how to maximize revenue from existing customers.
Looking to extend the functionality of your Acumatica software? See a few of the exciting integrated solutions to enhance your current processes and digital connectivity.
Get the most from Acumatica by using the tips and tricks shared by Acumatica experts. Get answers to commonly asked support questions.
Join us for 3 quick-hitting impactful talks in one session sharing important lessons learned and their projects built on the Acumatica xRP Platform – including the winning Team’s solution at this year’s hackathon
This session provides best practices on using the Acumatica Marketing Automation Platform to nurture leads. We will also introduce Acumatica MarketPro, a brand-new full-service marketing support program. Hear from Acumatica, WorkWave, and beta partners about the program and how it can help you generate new business.
On the surface, the Retail-Commerce Edition offers relatively easy to use technology to help businesses begin to sell in an omni-channel manner. But once a business begins evaluating their specific workflows, they realize that things aren’t as “standard” as they thought. The good news is, the Retail-Commerce Edition was built with this in mind. There are many tips, tricks and configurations which can be used to meet your specific needs. Let’s review!
This is a must-see session for all Partner reps who are involved with pricing discussions with both prospects and customers. We will take a deep dive on our 2021 pricing, with emphasis on frequently asked questions.
Thought Leader
Attend this session to learn best practices from female industry leaders for effectively building your career in the tech space. This is a great opportunity to network and build connections with other professionals from the ERP space who are passionate about diversity in tech.
The guest speaker will be Elizabeth McCormick. Elizabeth will entertain and motivate while sneak attacking lessons throughout to train people to step forward as leaders in the workplace and in their personal lives. As a sought-after keynote speaker, Elizabeth teaches from her professional life, sharing stories about her time spent as a decorated Black Hawk Helicopter Pilot and Chief Warrant Officer 2 for the US Army.
Meals
Learn how the finance team performs daily tasks like Payables Processing, Proforma Bills, AIA & Substantiated Billing, Work-In-Progress and Revenue Recognition.
Core Platform
New financial features make it easy to manage transactions between related businesses using tenants, companies, and branches.
Developer
During this session, you will learn about the three general categories of ISV solutions, as well as get an overview of requirements, test methodology and our set of automated tools, which will help you to prepare your solutions for Acumatica certification.
Acumatica Manufacturing Edition
Learn how Acumatica can help you automate your manufacturing operations on the Shop Foor with Acumatica Manufacturing Edition. Join us as we present an overview, explore functionality released with 2021R1, and get a sneak peek at new features coming in 2021R2 and beyond.
This session is designed for Acumatica’s existing and future partners. You will learn how to define your ideal customer, build a vertical practice, and whether verticalizing your practice is the right approach for you. Hear best practices and tips from Acumatica resellers.
Retail-Commerce
Acumatica’s Retail-Commerce Edition offers anative integration to the very popular eCommercePlatform, Shopify. In this session Shopify willintroduce their platform, the benefits of theirsolution and we’ll demonstrate the capabilities ofour integration.
Sales
Our implementation approach and our proposal can sometimes make or break a deal. The mid-market landscape and the customer mindset, has been evolving over the past decade. This session will discuss best practices on implementation approach and proposal.
Construction
Review the workflow between service and construction. Highlights for companies that do both.
Core Platform
Learn about community software available on GitHub and walk through several customizations that have been deployed at customer sites.
Developer
During this session, you will learn about the three general categories of ISV solutions, as well as get an overview of requirements, test methodology and our set of automated tools, which will help you to prepare your solutions for Acumatica certification.
Distribution
On time delivery and fulfillment has always been a requirement. Learn how WMS can help you meet deadlines in a multi-channel sales environment.
Acumatica Manufacturing Edition
The implementation doesn’t end at go-live. This session will feature our strategic Marketplace applications for Acumatica’s Manufacturing Edition.
Acumatica Retail-Commerce Edition
The web has changed the landscape of selling products. Businesses can use web technology to engage with and sell to both consumers and business, and brands which have historically never sold to consumers directly, now have the ability to do so. In this session, we’ll talk through the differences of B2B and B2C sales and how the Retail-Commerce Edition makes it possible to sell to both from one ERP.
Keynote
Mike Walsh is the CEO of Tomorrow, a global consultancy on designing business for the 21st century. He advises leaders on how to thrive in this era of disruptive technological change. Rather than focusing on the distant future, Mike takes an anthropological approach – scanning the near horizon for emerging technologies and disruptive shifts in human behavior and then translating these into pragmatic plans for business transformation. A prolific writer and commentator, Mike’s views have appeared in a wide range of international publications including BusinessWeek, Forbes, and the Wall Street Journal.
Wednesday, July 21st
- Introduction to Acumatica Sales Methodology & Process (Partner Only) (CPE)
- Integration Training for Acumatica Developers (Customers & Partners) (CPE)
- Acumatica ERP Commerce Edition (Partner Only) (CPE)
- Payroll Implementation and Processing (Partner Only) (CPE)
- Executive Onboarding (Partner Only) (CPE)
- Project Management: Acumatica ERP Deployment (Partner Only) (CPE)
- Basic Platform Development and Customization (Customers Only) (CPE)
- Customization Projects and Automation Workflows (Partner Only) (CPE)
- Acumatica ERP Construction Edition (Partner Only) (CPE)
- Acumatica ERP Manufacturing Edition (Partner Only) (CPE)
- Core Training for Acumatica Developers (Customers & Partners) (CPE)
- Practice Owner Forum (Partner Only)
For Specific Information, Please View The Detailed Agenda Here.
- Intercompany Transactions (Customers Only) (CPE)
- CRM: Sales Operations (Customers Only) (CPE)
- Finance Basics (Customers Only) (CPE)
- Projects for Construction (Customers Only) (CPE)
- Sales and Purchases (Customers Only) (CPE)
- CRM: Marketing Operations (Customers Only) (CPE)
- Customization Projects (Customers Only) (CPE)
- Report Designer (Customers Only) (CPE)
- System Security (Customers Only) (CPE)
- Analytical Reports (Customers Only) (CPE)
- Budgets and Allocations (Customers Only) (CPE)
- Projects for Professional Services (Customers Only) (CPE)
- System Maintenance (Customers Only) (CPE)
- Data Retrieval and Analysis (Customers Only) (CPE)
For Specific Information, Please View The Detailed Agenda Here.
Thursday, July 22nd
- Projects for Construction (Customers Only) (CPE)
- Finance Basics (Customers Only) (CPE)
- Report Designer (Customers Only) (CPE)
- CRM: Sales Operations (Customers Only) (CPE)
- Intercompany Transactions (Customers Only) (CPE)
- Projects for Professional Services (Customers Only) (CPE)
- Analytical Reports (Customers Only) (CPE)
- Data Retrieval and Analysis (Customers Only) (CPE)
- System Maintenance (Customers Only) (CPE)
- Sales and Purchases (Customers Only) (CPE)
- CRM: Marketing Operations (Customers Only) (CPE)
- Customization Projects (Customers Only) (CPE)
- System Security (Customers Only) (CPE)
- Budgets and Allocations (Customers Only) (CPE)
For Specific Information, Please View The Detailed Agenda Here.
Friday, July 23rd
- Sales Taxes (Customers Only) (CPE)
- Using Dashboard Widgets, Group 1 (Customers Only) (CPE)
- Projects: Extended Workflows (Customers Only) (CPE)
- Sales Prices and Discounts (Customers Only) (CPE)
- Self-Test: Building Generic Inquiries and Pivot Tables, Group 2 (Customers Only)
- CRM: Support Operations (Customers Only) (CPE)
- Self-Test: Building a Report Form (Customers Only)
- Self-Test: Building Generic Inquiries and Pivot Tables, Group 1 (Customers Only)
- Self-Test: Building an ARM Report (Customers Only)
- Automated Warehouse Operations (Customers Only) (CPE)
- Using Dashboard Widgets, Group 2 (Customers Only) (CPE)
- Self-Test: Creating a Customization Project (Customers Only)
- Multicurrency Accounting (Customers Only) (CPE)
- Self-Service Portal Administration (Customers Only)
For Specific Information, Please View The Detailed Agenda Here.
For More General Information, Please refer to the link below.
Early Bird Registration Pricing for
Acumatica Summit 2021
These BIG discounts won’t last long!
Early bird pricing is available through June 18th 2021 so now is the time to consider your plans for July. Want to learn more about what to expect from each day? The Acumatica Summit 2021 agenda has not yet been finalized but the outline for the week can be found on the Acumatica registration site.
Acumatica Summit 2020 was an incredible week so we’re excited to see what 2021 will hold.
