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Partnering for Success The Waldorf Astoria Dubai Palm Jumeirah | Dubai, UAE Epicor Partner Conference Momentum 2017 Conference Guide July 11–13, 2017

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Partnering for SuccessThe Waldorf Astoria Dubai Palm Jumeirah | Dubai, UAE

Epicor Partner ConferenceMomentum

2017

Conference GuideJuly 11–13, 2017

Epicor Momentum Sponsor Profiles

BizNet Software (Epicor XL Connect, XL Broadcast, and XL Connect Developer) Silver Sponsor

BizNet Software, Inc., authors Epicor XL Connect and XL Broadcast, delivering self-service business analysis and reporting for several Epicor platforms. The newest version of Epicor XL Connect streamlines the reporting process for analysts and allows business users to answer their own questions with an intuitive query editor and drilldowns into packaged data.

Customer Enterprise LtdBronze Sponsor

Customer Enterprise Ltd, focus and provide expertise in three areas:

1. Sales transformation: Providing interactive, practical, and application-based training, that align to sales processes to deliver sustainable results.

2. Leadership support: Providing interactive, practical, and application, based coaching, that help managers manage and support the sales transformation.

3. Revenue leakage: Providing consultancy that focuses on how much organisations are “leaking revenue” across the whole sales interaction with customers and partners. www.thecustomerexperience.co.uk

Parttrap (Epicor Storefront) Bronze Sponsor

Parttrap is an Alliance Partner to Epicor and the developer behind Epicor Storefront, a complete eCommerce solution with real-time integration to Epicor iScala, E8, and E9.

We are interested in close partnerships with Epicor Channel Partners to identify Storefront prospects within your customer base. Get in contact with us during Momentum to learn more about the benefits in working with Parttrap. We are based in Sweden and have implemented a large number of Storefront sites globally together with Epicor and Epicor Partners. www.parttrap.com

2

Precise Business SolutionsGold Sponsor

Precise Business Solutions is the publisher of Precise POS and Epicor Advanced Requisition Management. We are a leading provider of business software solutions and associated services to the Australian and International marketplace.A global partner of Epicor for over twenty years, Precise is dedicated to helping businesses grow, improve efficiency and increase their profitability.

TIE Kinetix

Silver Sponsor

TIE Kinetix transforms the digital supply chain by providing a global SaaS platform, offered to maximize performance and reduce operational costs around ordering, billing, and shipping through capture and integration capabilities. TIE Kinetix relies on open-standards-based interfaces that can securely connect processes to applications and automate B2B inbound and outbound documents exchange between your brand, partners, and customers.

3

XSOLBronze Sponsor

XSOL was founded to create runtime systems directly from the description of a business. XSOL’s unique business modeling is a disciplined approach to the process of change. Businesses are poor at communicating what they do, and consultants had difficulty seeing what was happening inside a business. So we created a relational model of a generic business – its structure, activities and resources – making describing business more like painting by numbers. Today we call this Process Visualization – a highly graphical way to describe business. It lets sales prospects SEE how your ERP will fit their business, it lets ERP consultants SEE how to implement …and it makes the whole set of pre-sale to go-live activities just another process. Plus it provides opportunities for lots of post implementation consulting services.

4

Tuesday, July 11

Wednesday, July 12

Time Session Title Room Session Description Role16:00–21:00 Registration Grand Ballroom

Foyer•All

19:00–21:00 Welcome Reception Royal Suite •All

Time Session Title Room Session Description Role7:00–18:00 Registration Grand Ballroom

Foyer•All

09:00–09:30 Welcome Keynote Grand Ballroom An introduction and welcome to Momentum 2017 including a review of Epicor strategic priorities and progress, highlighting the key themes and content for this year’s conference.

•All

09:30–10:00 Dubai South—Driving Digital Transformation in Smart Cities

Grand Ballroom Leveraging its strategic location connecting both air and sea mega ports, Dubai South is a great example of creating a self-sustained urban destination to empower businesses, families, and individuals to grow and prosper. Gain first-hand insights from thought leaders and explore new strategies for solving business and economic challenges of the future.

•All

10:00–11:00 Epicor Keynote Grand Ballroom In the ever-changing ERP landscape, understanding what’s next is critical for company growth. Epicor Senior Vice President of Product Management Lee An Schommer, will be outlining the Epicor product vision and how our partners can play a key role.

•All

11:00–11:30 Networking Break Sponsored by: BizNet Software

Grand Ballroom Foyer

Please join us in taking this opportunity to meet with our Gold, Silver and Bronze Momentum Sponsors.

•All

11:30–12:30 Road Ahead—ERP Grand Ballroom We look forward to welcoming you to our annual update on all things Epicor ERP. We’ll open this session with a discussion on the trends that are affecting your business now and into the future and the impacts of Industry 4.0. We will share what we are planning for the road ahead to help you deal with the ever-changing business environment and enable you to grow your business.

•Executives•Sales •Business Software Experts

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

5

Wednesday, July 12Time Session Title Room Session Description Role11:30–12:30 Introducing the

Epicor Partner Marketing Program

Astor Get the most out of your partnership with Epicor by utilising the many marketing tools, resources, and funds available to you. During this sessions you’ll learn about:• The Epicor partner marketing program structure and what

benefits are applicable to you • How Epicor supports you and your marketing activity• Our online partner platform and how to find all of the

information you need to support your sales and marketing efforts

• Upcoming campaigns and activity to get involved in• The value-based funding available to support your

marketing activities• How to engage with the partner marketing team at Epicor

•Marketing

11:30–12:30 HCM Positioning and Road Ahead

Metropolitan This session will help you out to understand the high level capabilities of Epicor HCM, how to position it as a standalone solution or integrated with Epicor ERP. It will also highlight the product roadmap with what’s coming from global capabilities, simplicity, industry excellence and technology.

•Executives•Sales•Business Software Experts

11:30–12:30 Road Ahead Mattec MES

Carnegie Connecting the shop floor and the top floor on the journey to Industry 4.0

•Executives•Sales•Business Software Experts

11:30–12:30 Ask the Experts Liberty Interactive, hands-on sessions with Epicor experts—our technical experts will be available Wednesday and Thursday all day during the conference to give you enough time to address your technical deep-dive questions on the main Epicor products. During the breaks, our marketing team will be available to advise on any marketing-related questions.

•Marketing•Executives•Sales•Business Software Experts

11:30–12:30 Executives Roundtables

Lexington This offers a unique opportunity for one-on-one meetings with Epicor Executives and product experts to discuss and explore product directions, potential new markets, and growth opportunities.

•Executives (by invitation only)

11:30–12:30 Video Testimonials— Grow Getters

Broadway We call the companies that are best set up for growth “Grow Getters.” These are high-growth businesses that understand what it takes to grow their company to the next level. We consider our Award Winning Partners as “Grow Getters,” as they have not only excelled in growing their Epicor business through innovation in business and technology, but also have enabled their customers to grow and compete in today’s global economy by setting them up for success with Epicor solutions. Award Finalists are invited to share their growth story in video interview sessions while onsite at Momentum.

• Award Nominees (by invitation only)

12:30–14:00 Networking Lunch Sponsored by: TIE Kinetix

Grand Ballroom Foyer

Please join us in taking this opportunity to meet with our Gold, Silver and Bronze Momentum sponsors.

•All

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

6

Wednesday, July 12Time Session Title Room Session Description Role14:00–14:30 Data Management

IP and DMT PlaylistsGrand Ballroom A look at how new data management tool features allow you to

better manage your vertical and regional data setups and maintain your intellectual property relating to system configuration.

• Business Software Experts

14:00–15:00 Getting The Most From The Epicor Brand

Astor Learn best practices for setting marketing strategy, planning and measurement including the Waterfall lead generation model used at Epicor. Understand how to define your target market and create a marketing plan that maps to your business objectives and drives demand. Hear from the Epicor team on how to utilise and apply the Epicor brand for maximum effect in your marketing campaigns.

•Marketing

14:00–15:00 EpicCare—Support Reinvented, With and Through Partners

Metropolitan Hear Epicor Senior Vice President of Global Support Ian Ashby give details on EpicCare—the company’s largest infrastructure project in 2016 and 2017—which aims to improve the customer experience through support. Ian will share the program’s strategic objectives, what has already been achieved, the ongoing continuous improvements, and the Epicor vision for future customer and partner support.

• Executives (by invitation only)

•Sales • Business Software Experts

14:00–16:00 Closing Deals—How To Get More Business Closed In a Consistent Manner

Carnegie Customers have more information available to them than ever before and often are further through the buying process before engaging Vendors or consultants. Also the number of people in-volved in the customer’s decision making process has increased, providing sales professionals with a far more complex environ-ment in which to gain agreement, which creates challenges around forecasting, closing and resource management.In this interactive, practical and application based workshop you may wish to work on a current sales opportunity to help embed the following key areas that will be covered:• Understanding the decision making unit• Engaging with the decision making unit• Key parts of a closing plan• Aligning closing techniques to different buying Personas

•Sales

14:00–16:00 Ask the Experts Liberty Interactive, hands-on sessions with Epicor experts—our technical experts will be available Wednesday and Thursday all day during the conference to give you enough time to address your technical deep-dive questions on the main Epicor products. During the breaks, our marketing team will be available to advise on any marketing-related questions.

•Marketing•Sales•Business Software Experts

14:00–16:00 Advisory Council EMEA

Lexington The Advisory Council EMEA brings together invited thought leaders within the Epicor partner ecosystem and Epicor Executives to discuss market strategies and growth opportunities for the EMEA region.

• Executives (by invitation only)

14:00–16:00 Video Testimonials—Grow Getters

Broadway We call the companies that are best set up for growth “Grow Getters.” These are high-growth businesses that understand what it takes to grow their company to the next level. We consider our Award Winning Partners as “Grow Getters,” as they have not only excelled in growing their Epicor business through innovation in business and technology, but also have enabled their customers to grow and compete in today’s global economy by setting them up for success with Epicor solutions. Award Finalists are invited to share their growth story in video interview sessions while onsite at Momentum.

•Award Nominees (by invitation only)

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

7

Wednesday, July 12Time Session Title Room Session Description Role14:30–15:00 Introduction

and Overview of DocStar Enterprise Content Management Solution

Grand Ballroom Overivew of DocStar Enterprise Content Management Solution, PackageWorks, Forms, A/P Workflow process, and a whole lot more.

•Business Software Experts

15:00–15:30 The Customer’s Best Friend

Astor We will show you how, with an XSOL InOrder Process Visualization template, you can quickly define a business in a manner that a prospect CEO appreciates, making it clear how your ERP will fit the business. Config details and changes are captured pre-sale so that implementations hit the ground running… and consultants are not asking questions that have already been answered. In the words of Sam Levy, VP Sales NetSuite, “Once you implement this product there was no question that it wasn’t going to solve the business issue. Whether it was optimization, LEAN or increasing revenue. Those are very easily defined and measurable using the processes XSOL gives you.”

•All

15:00–16:00 Channel Enablement—What We Do To Grow Your Business

Metropolitan This offers a unique opportunity for partners to discuss with the channel enablement team the existing and future initiatives that will support your business growth.

•Sales •Business Software Experts

15:00–16:00 Tooling Framework Externalization

Grand Ballroom

A conceptual overview of the tooling framework and new elements of externalization that improve the ability for partners to develop extended solutions.

•Business Software Experts

15:30–16:00 Increase Business Velocity Through Procurement Best Practices Using Advanced Requisition Management

Astor Learn how to take control of the spending in your business by managing everything from raising requisitions through approval and ordering with Epicor Advanced Requisition Management (ARM).

•All

16:00–16:30 Networking Break Sponsored by: BizNet Software

Grand Ballroom Foyer

Please join us in taking this opportunity to meet with our Gold, Silver and Bronze Momentum Sponsors.

•All

16:30–17:30 Project Cirrus Grand Ballroom

An overview of the new upgrade tooling and services to streamline and greatly reduce effort and cost of upgrading to the latest version of Epicor ERP.

•Business Software Experts

16:30–17:30 A Practical Guide to Driving Online Demand With Zift

Astor Get the most out of Zift—our dedicated marketing automation platform that allows you to easily customize and run online co-branded campaigns.  During this practical session you’ll learn:• About the campaigns and assets available in the platform• How to set up and run co-branded

digital campaigns• How to optimize and add and adding customized web

elements to your website• The dos and don’ts of digital marketing

•Marketing

16:30–17:00 Winning Epicor ERP Deals—Competing Against SAP

Carnegie Get to know SAP solutions and how to compete against each. •Sales

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

8

Wednesday, July 12Time Session Title Room Session Description Role16:30–17:00 Epicor University Metropolitan Discussion about Epicor University requirements

for certification.•Business Software Experts

16:30–18:00 Ask the Experts Liberty Interactive, hands-on sessions with Epicor experts—our technical experts will be available Wednesday and Thursday all day during the conference to give you enough time to address your technical deep-dive questions on the main Epicor products. During the breaks, our marketing team will be available to advise on any marketing-related questions.

•Marketing •Sales •Business Software Experts

16:30–18:00 Executives Roundtable Lexington This offers a unique opportunity for one-on-one meetings with Epicor Executives and product experts to discuss and explore product directions, potential new markets-and growth opportunities.

•Executives (by invitation only)

16:30–18:00 Video Testimonials—Grow Getters

Broadway We call the companies that are best set up for growth “Grow Getters.” These are high-growth businesses that understand what it takes to grow their company to the next level. We consider our Award Winning Partners as “Grow Getters,” as they have not only excelled in growing their Epicor business through innovation in business and technology, but also have enabled their customers to grow and compete in today’s global economy by setting them up for success with Epicor solutions. Award Finalists are invited to share their growth story in video interview sessions while onsite at Momentum.

•Award Nominees (by invitation only)

17:00–17:30 Tools and Systems: How to Use EpicWeb

Metropolitan In this interactive session, we are giving an overview of the Partner EpicWeb, highlighting the tools available to grow your Epicor business.

•Marketing •Sales •Business Software Experts

17:00–17:30 Partner Win–Mustek Limited ERP10

Carnegie EpicERP will share details on the success story, challenges faced and how they overcame them to close the deal.

•Sales

17:30–18:00 Winning Epicor ERP Deals—Competing Against Infor

Grand Ballroom Get to know Infor solutions and how to compete against each.

•Sales

17:30–18:00 Tools and Systems: SFDC

Metropolitan In this interactive session, we are giving a full overview of the SFDC Partner resource. SFDC Partner resource. The tool allows Partners to directly interact with the Epicor sales process

•Sales

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

9

Wednesday, July 12Time Session Title Room Session Description Role17:30–18:00 Deal Closure and

Project Success Leveraged By eFusion™ Implementation.

Carnegie Stay customer-focused throughout the sales cycle from opportunity to project closure, leveraging the right approach. Learn how our eFusion™ approach integrates sales qualification, risk assessments—sales competitiveness, customer readiness, delivery risks to drive pricing strategies—driving the business consulting approach to sales, solution engineering, consulting services, and support from presales to project kickoff and project closure. See how the approach and tools help in ensuring value-selling and how it leverages XSOL-based process models, ROI assessments, sales qualification and risk assessments, estimation services differentiated by Industry et al., and increases the chances of both deal closure and project success. See the sales toolkit and methodology in action in this workshop

•Sales •Business Software Experts

17:30–18:00 Partner Win—Winning in the Food Sector

Astor Aspera will share how they won in the dairy sector with the largest Irish dairy group.

•Sales

18:00–19:30 Free Time •All

19:30-20:30 Awards Gala Dinner Cocktail Reception

Grand Ballroom Foyer

Please join us in taking this opportunity to meet with our Gold, Silver and Bronze Momentum Sponsors.

•All

20:30-23:30 Awards Gala Dinner and Epicor Partner Excellence Award Ceremony

Grand Ballroom The Epicor Partner Excellence Awards honour partners that have successfully deployed Epicor solutions to achieve excellence in business efficiency, customer experience, and overall performance. On top of this we will be honouring partners that have excelled in growing their Epicor business through innovation in business and technology.

•All

Thursday, July 13Time Session Title Room Session Description Role07:00–18:00 Registration Grand Ballroom

Foyer•All

09:00–09:30 Channel Keynote Grand Ballroom During this session Hesham El Komy will delve into the world of the channel ecosystem. The session will centre around the theme of “Working Together, Winning Together” and highlight key changes made to ensure working together is easier. He will also discuss future improvements that will foster continued growth.

•All

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

10

Thursday, July 13Time Session Title Room Session Description Role09:30–10:00 Smart Factory—The

Heart of the Digital Transformation Era

Grand Ballroom The digitization of our world represents a tremendous change for all industrial sectors. Customer centricity and the emergence of new business models need flexible and agile value creation networks. The heart of these future networks is the smart factory, where cyber-physical systems communicate with each other via the Internet of Things (IoT) and services. Considering the parallel rise of robotics, artificial intelligence, and machine learning, the eventual result will be highly efficient, agile, and fast processes for the development and production of our products and services. This keynote shows what the smart factory of the future could look like and what steps have to be taken to exploit the opportunities of the ongoing paradigm shift.

•All

10:00–10:30 Epicor in the SmartFactory

Grand Ballroom Up until recently, manufacturers only had to worry about designing, manufacturing, selling and servicing their products. But we are living in a different time now, and wise manufacturers know that they need to change in order to keep up. It is not enough to only be a manufacturer—customers want more out of their key relationships, and they want the ability to optimize and maximize the performance of whatever product they purchase. These customers are looking to manufacturers to provide that added level of smart technology, which will enable users to track and analyze product or equipment usage, whether the product is a tire, an air conditioner or refrigerator. Manufacturers not only have to worry about having to design such capabilities into their products, they also need to consider how IoT and other smart, connected technologies can help improve and optimize their own manufacturing processes and their relationships with their customers. In this session, attendees will learn about new technologies impacting manufacturing processes today and how they can get started on their own smart, connected journey.

•All

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

11

Thursday, July 13

Time Session Title Room Session Description Role10:30–11:00 Panel Discussion:

Digital TransformationLeading The Way InSmart Factory Solutionsto Trend-SettingSmart Cities

Grand Ballroom In a panel discussion, thought leaders andEpicor experts will explore new strategies forsolving business and economic challenges ofthe future, and discuss emerging industry andbusiness trends related to digital transformation.

•All

11:00–11:30 Networking BreakSponsored by:BizNet Software

Grand BallroomFoyer

Please join us in taking this opportunity tomeet with our Gold, Silver and BronzeMomentum Sponsors.

•All

11:30–12:30 ERP Implementation Workshop—Environment Planning

Grand Ballroom This session will discuss the required steps for infrastructure preparation and environmental planning for a successful implementation of Epicor ERP.

•Business Software Experts

11:30–12:30 Road Ahead—iScala Astor Join us as we unveil the next chapter in the story of Epicor iScala and take a look at what we are planning for the future.

•Executives •Sales •Business Software Experts

11:30–12:30 Epicor in the Cloud Metropolitan We will will explore Epicor in the cloud and provide you with a general understanding of cloud computing, plus the benefits that can be gained in leveraging Epicor cloud deployment.

•Executives •Sales •Business Software Experts

11:30–12:30 Sales Training: Buying Personas— How To Have Better Communication With Customers

Carnegie In this interactive session you will look at and cover how you can have better and more effective communication with your customers, which will lead to better qualification, understanding and more closed business. The focus will be on 4 areas:

1. Why to focus on your customers style • Gain credibility and influence • Gain commitment / more sales • Resolve and prevent conflict • Get effective results working with other

2. Understand your style and its impact to your customers, here you will cover how to spot key traits and deal with them.

3. Building rapport, how to deal strengths and weaknesses of a particular style.

4. Using the styles to best effect, here you will cover a particular style and understand the following:

• How to select the right topics for conversation

• How to conduct the correct needs analysis• How to present • How to gain agreement • How to read the buying signals • How to objection handle

•Sales

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

12

Thursday, July 13Time Session Title Room Session Description Role11:30–12:30 Ask the Experts Liberty Interactive, hands-on sessions with Epicor

experts—our technical experts will be available Wednesday and Thursday all day during the conference to give you enough time to address your technical deep-dive questions on the main Epicor products. During the breaks, our marketing team will be available to advise on any marketing-related questions.

•Marketing •Sales •Business Software Experts

11:30–12:30 Executives Roundtables Lexington This offers a unique opportunity for one-on-one meetings with Epicor Executives and product experts to discuss and explore product directions, potential new markets-and growth opportunities.

•Executives (by invitation only)

12:30–14:00 Networking Lunch Sponsored by: TIE Kinetix

Grand Ballroom Foyer

Please join us in taking this opportunity to meet with our Gold, Silver and bronze Sponsors.

•All

14:00–15:00 ERP Tips and Tricks (Technical Session)

Grand Ballroom Learn some of the best tips and tricks that the Epicor BSG team uses to maximise the value of Epicor ERP presentations/demonstrations.

•Business Software Experts

14:00–15:00 Moving to the Cloud Metropolitan This session will help you understand the main reasons behind the cloud shift in the industry, Epicor positioning message for cloud and how cloud deployment affects you.

•Business Software Experts

14:00–14:30 Winning Epicor iScala Deals—Competing Against Sun Systems

Astor Get to know Sun Systems solutions and how to compete against each.

•Sales

14:00–14:30 Partnering for success with BDF

Carnegie In this interactive session, we will review the value of the Epicor Business Development Fund, how to use it to grow your pipeline and market presence, along with some examples of success from 2017.

•Marketing •Sales

14:00–16:00 Ask the Experts Liberty Interactive, hands-on sessions with Epicor experts—our technical experts will be available Wednesday and Thursday all day during the conference to give you enough time to address your technical deep-dive questions on the main Epicor products. During the breaks, our marketing team will be available to advise on any marketing-related questions.

•Marketing •Sales •Business Software Experts

14:00–16:00 Advisory Council APAC Lexington The Advisory Council APAC brings together invited thought leaders within the Epicor partner ecosystem and Epicor Executives to discuss market strategies and growth opportunities for the APAC region.

•Executives (by invitation only)

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

13

Thursday, July 13Time Session Title Room Session Description Role14:30–15:00 iScala for Hospitality Astor Epicor iScala for Hospitality delivers the simplest

and fastest way to provide a fully functional integrated back-office solution that helps drive efficiency and cost savings across all key focus areas of the business. Join this session as we explore iScala for Hospitality and show how it is designed to meet unique hospitality requirements for a single-location hotel or multisite operation with mixed shared service centers and local facilities dispersed around the globe.

•Business Software Experts

14:30–15:00 Kick Start Your Marketing Activity With Value-Based Marketing Funds

Carnegie At Epicor, we are committed to supporting you in growing both your business and that of your customers.  That’s why we provide both the financial support and expert advice you need to drive demand and lead generation. This session will cover:• The many activities you can claim funding for• The process of applying for funding and how

to do this• The support you can expect from the

Epicor team• Examples and ideas on marketing activity to

kick start your lead-generation machine

•Marketing

15:00–16:00 Epicor Data Analytics Metropolitan Epicor Data Analytics is a powerful, cloud-based business intelligence solution that helps Epicor ERP 10 customers rapidly improve decision-making with fresh insight into their business. Highly intuitive and easy to use, this integrated solution offers fast ROI through pre-built content packs and common reports to accelerate adoption. Offering ready access to actionable data, Epicor Data Analytics empowers decision-makers to drive out cost, improve profitability, and grow the business.

•All

15:00–15:30 Partner Win—Coats Africa—iScala

Astor EpicERP will share the customer success story Coats Mauritius and Madagascar, bringing them back on board with the latest version of iScala.

•Sales

15:00–15:30 Writing and Winning Statement of Work

Carnegie Discover best practices for preparing statements of work for potential services engagements.

•Business Software Experts

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

14

Time Session Title Room Session Description Role15:00–16:00 Creating Insight(s)

—Researching your customers so we are more relevant, adding value and creating that “trusted advisor” status

Grand Ballroom In this interactive and practical session you will cover the importance and value of creating insights and understanding your customer environment. Given the dynamics that are going on with customers, it can be very challenging to gain their attention. In this session you will cover 4 areas these being:1. Research Dynamics and customers main

frustrations with sales professionals2. Insight facts, what a customer values and

expects from Sales professionals.3. Insight structure and key questions to explore

in the following areas:• Understanding the customers Dynamics /

environment• Understanding the customers challenges

and outcomes• Understanding the customers

strategy / vision• Understanding their ECOsystem

4. Sales tools, some practical and easy to use tools that support the sales professional

•Sales

15:30–16:00 Winning Epicor Cloud Deals—Competing Against Netsuite

Carnegie Get to know NetSuite solutions and how to compete against each.

•Sales

15:30–16:00 Introducing XL Connect 7, a Self-Service Excel Reporting and Analytics Solution

Astor XL Connect 7 works with any Epicor and Excel data sources and is now available for all business users. Delivered in the user-friendly environment of Microsoft Excel, Epicor XL Connect 7 is a self-service reporting and analytics solution. The query tool and easy-to-use, drag-and-drop interface solve the universal problem of relying on others for the creation of customized reports. XL Connect 7 includes built-in intuitive features that allows business users to create their own reports—no analyst required. Join us to learn how XL Connect 7: • Automates and creates customized reports in

minutes, not hours

• Empowers business users to create their own ad-hoc reports, functions and analysis

• Allows users to drill down, see the details behind the numbers and answer many of their own questions

• Enables you to interact with the data anytime, anywhere with fully interactive reports

•All

16:00–16:30 Networking Break Sponsored by: BizNet Software

Grand Ballroom Foyer

Please join us in taking this opportunity to meet with our Gold, Silver and Bronze Momentum sponsors.

•All

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

Thursday, July 13

15

Time Session Title Room Session Description Role16:30–17:30 ERP Implementation

Workshop—Best Practice

Grand Ballroom Will discuss best practices from a product and business solution perspective for a successful implementation of Epicor ERP.

•Business Software Experts

16:30–17:30 Business Planning for Success

Metropolitan During this interactive session, we will take you through the Epicor Channel Partner business planning process, focusing on goals that you can achieve in FY18. A business plan is a formal statement of business goals, reasons they are attainable, and plans for reaching them. The development of goals, strategies, task lists, and schedules is required to achieve the objectives of a business. The planning process is a fundamental function of management and achieving results with available resources.

•Sales

16:30–17:30 Writing and Winning Statement of Work (Repeat Session)

Carnegie Discover best practices for preparing statements of work for potential services engagements.

•Business Software Experts

16:30–17:30 Ask the Experts Liberty Interactive, hands-on sessions with Epicor experts—our technical experts will be available Wednesday and Thursday all day during the conference to give you enough time to address your technical deep-dive questions on the main Epicor products. During the breaks, our marketing team will be available to advise on any marketing-related questions.

•Marketing •Sales •Business Software Experts

16:30–17:30 Executives Roundtables Lexington This offers a unique opportunity for one-on-one meetings with Epicor Executives and product experts to discuss and explore product directions, potential new markets-and growth opportunities.

•Executives (by invitation only)

16:30–17:00 Precise Point of Sale— Using an Enhanced Customer Experience as a Strategic Driver for Growth

Astor In an increasingly competitive environment, leveraging the power of the relationship with your customers should be central to achieving your strategic objectives. “Precise point of sale” is a proven way of massively enhancing the experience your customers have when dealing with you at your retail counter, service center, or tradeshow stand. Come and see how Precise POS is changing the way customers think about coming to you in-store and the opportunities this unlocks for your business.

•All

17:00–17:30 iScala Electronic Compliance Platform

Astor During this session, we will explore how the iScala Electronic Compliance Platform first delivered with iScala 3.0 FSP4 will allow you to build out an electronic reporting solution to help your customers meet their tax reporting and legislative requirements—including the generation and submission of VAT transaction lists, tax returns, inventory lists, and saf-t submissions.

•Business Software Experts

17:30–18:00 Closing Keynote Grand Ballroom Wrap-up of highlights and key findings of this year’s conference. Closing remarks and outlook on FY18.

•All

Sessions recommended for •All •Executives •Marketing •Sales •Business Software Experts •Award Nominees

Dress Code—Conference: Business Casual | Cocktail Reception and Awards Gala Dinner: Smart Business Attire

Thursday, July 13

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Partnering for SuccessThe Waldorf Astoria Dubai Palm Jumeirah | Dubai, UAE

Epicor Partner ConferenceMomentum

2017

Copyright © 2017 Epicor Software Corporation. Epicor, grow business, not software, and the Epicor logo are trademarks or registered trademarks of

Epicor Software Corporation in the United States and elsewhere.

Ground Floor Lower Ground Floor

Conference Floorplan

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