It’s hard to believe that Summit 2013 is just over two months away! summit 2013 logo

Summit 2013 will be held July 21 through July 26 at the Gaylord National Resort and Convention Center located just across the Potomac River from Alexandria, VA in National Harbor, MD. The first three days of the conference are geared toward Sage partners and the customer days are July 23 through July 26.

Why would you want to attend?

  • See first-hand all of the new products and technology that Sage is working on for your business.
  • Participate in Sage City. Want to learn about what’s working for other customers in your industry? Join in the exchange of ideas that is all part of the innovative Sage City.
  • Exposure to new ways of thinking, working, and improving your business. I’ll be posting another Summit-focused article this Friday with many more details about sessions that will help you bring innovative ideas back to your company.
  • Visit the Expo to receive hands-on demos of the latest add-on’s and enhancements for Sage products. Have you been thinking about implementing an EDI or bar code system? If so, the Expo is the place to be. And those are just two examples of the many products that will be exhibited at the Expo.
  • Soak up the history of Washington, DC, Old Town Alexandria, and Mount Vernon. Or catch a Washington Nationals or Baltimore Orioles game (both teams have home games during Summit).

To help make your decision a little easier, you can use the promo code of PTOC2013 and receive $200 off of the registration fee.

Here is a link to the list of sessions.

I hope to see you there!

Sage is holding their annual conference, Summit, in Washington, DC this July.  For the first time ever, the traditionally separate conferences for Sage customers and partners has been combined into one conference.  All of the Sage partners are looking forward to joining Sage as co-hosts for our customers.

I am presenting a session at the conference for other Sage partners who have attended Ed Kless’ Sage Consulting Academy (SCA).  Ed conducts the SCA several times a year to assist partners with becoming better consultants and project managers.  It is a fantastic program that, to my knowledge, has no equal in the world of software publishers.

While every attendee I have talked with feels that they received valuable knowledge from SCA that has made them better consultants, the one comment that Ed and I hear on a regular basis is “we really want to implement these new ideas at our firm but we can’t quite figure out how to do it.”  With that thought in mind, my goal for this session is to provide several real world examples of how we have implemented SCA processes into our business.  Specifically, my focus will be on how to use the project management tools from SCA.

I’m bringing examples of the following tools from several of our projects:

  • Business process diagrams
  • Issues List
  • Project Charter
  • Project Manager Selection
  • Project Scope

And examples of additional tools that we have developed including:

  • Vision Statement
  • Pricing Proposal
  • Knowledge Transfer Agreement (KTA)

Since this session in an interactive one, I’m encouraging dialog from the group about how you have used knowledge from SCA in your organization.  How has SCA helped you move from a firm of the past to a Firm of The Future?  Please feel free to bring sample project management documents (it doesn’t matter if they are for small projects or large ones) to share with the group.  If you would like, you can e-mail copies of them to me at so we can present them to the group.

I’m also open to talk through any aspect of SCA that may be of interest.  Please share those ideas via the comments on this article.

I’m looking forward to seeing all of you on Tuesday, July 12th at 10am!

This year, for the first time ever, Sage is combining its traditionally separate annual sage_summitconferences into one big conference.  In the past, Sage Summit (which is for users of Sage software) took place in the Summer and was a completely separate event from Sage Insights (which was for Sage partners).

The partner-focused part of Summit runs from Sunday, July 10th through Tuesday, July 12th.  Beginning on the afternoon of the 12th and running through Friday, July 15th, the conference switches gears and becomes completely focused on customers.  The best part of this arrangement is that Sage and partners (like us) will jointly welcome and host the customers.

It provides a fantastic opportunity for you to not only spend time with Sage executives and educators but to work one-on-one with your Sage partner to improve your knowledge of Sage products and to hone your project management skills to make you an invaluable team member for your company.

Here is a guide to all of the General and Breakout sessions along with prices for attending the conference.  Summit is being held in the Washington, DC area at the Gaylord National.

It’s a great location for bringing the family along as well.  All 3 of us are going this year, which I’m definitely looking forward to.  There is a Metro station close by and a water taxi that runs the Potomac from National Harbor to Georgetown, Old Town Alexandria and Mount Vernon.

I’ll see all of you there!


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