eAutomate User Group

Event Schedule:

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Monday

		Start Date	End Date	Start Time	End Time
Software Tools For Your Techs		9/11/2023	9/11/2023	9:00 AM	9:45 AM	9/11/2023 9:00 AM - 9:45 AM Presenter: Thomas Smith Tom Smith with Tech Mobile Software will talk about why dealers are moving to their platform.
Paymerang Presents - Powering Up Productivity: Strategies for Gaining Momentum in the Business Office		9/11/2023	9/11/2023	10:00 AM	10:45 AM	9/11/2023 10:00 AM - 10:45 AM Presenter: Matthew Kirkpatrick
Why Move to Managed IT and How		9/11/2023	9/11/2023	10:00 AM	10:45 AM	9/11/2023 10:00 AM - 10:45 AM Presenter: Jim Peterson Jim Peterson with ConnectWise will talk about the opportunities in Managed IT and how to get in to the business, acquire / partner / grow. Review the pros and cons of each and the tools available.
You Have Been Hacked, Now What!		9/11/2023	9/11/2023	11:00 AM	11:45 AM	9/11/2023 11:00 AM - 11:45 AM Presenter: Jay Ryerse Jay Ryerse from ConnectWise will break you up in to groups, explain that you have been hacked, show the ransom letter and get each group to determine what they should do. A good exercise for any company to go through. At the end Jay will explain what each group did right and wrong.
EUG Welcome Session		9/11/2023	9/11/2023	1:00 PM	1:15 PM	9/11/2023 1:00 PM - 1:15 PM Presenter: Leighann Estes, EUG Executive Committee
Keynote "Future-Proofing Your DX Strategy"		9/11/2023	9/11/2023	1:15 PM	2:45 PM	9/11/2023 1:15 PM - 2:45 PM Presenter: Mike Lee The Keynote on Monday is from Mike Lee who most recently was CIO at Konica Minolta, Mike will be talking Digital Transformation (DX), Generational Differences and what the latest generation needs, plus how Generative AI (ChatGPT) might impact our market.
ECI General Session – Product Updates & Roadmap		9/11/2023	9/11/2023	3:00 PM	5:30 PM	9/11/2023 3:00 PM - 5:30 PM
Vendor Meet & Greet		9/11/2023	9/11/2023	5:30 PM	7:00 PM	9/11/2023 5:30 PM - 7:00 PM Food and drinks available in the Vendor areas

Tuesday Session 1

		Start Date	End Date	Start Time	End Time
Accounting - Kick Off		9/12/2023	9/12/2023	8:15 AM	9:15 AM	9/12/2023 8:15 AM - 9:15 AM Presenter: Sheryl Gregory, Roundtable Navigating your way through the newest versions of e-Automate, open discussion and questions on all things Accounting. Those new to EA with questions are welcome.
Contracts - Kick Off		9/12/2023	9/12/2023	8:15 AM	9:15 AM	9/12/2023 8:15 AM - 9:15 AM Presenter: Roundtable Navigating your way through the newest versions of e-Automate, open discussion and questions on all things Contracts. Those new to EA with questions are welcome.
Inventory - Kick Off		9/12/2023	9/12/2023	8:15 AM	9:15 AM	9/12/2023 8:15 AM - 9:15 AM Presenter: Roundtable Navigating your way through the newest versions of e-Automate, open discussion and questions on all things Inventory. Those new to EA with questions are welcome.
Order Processing - Kick Off		9/12/2023	9/12/2023	8:15 AM	9:15 AM	9/12/2023 8:15 AM - 9:15 AM Presenter: Roundtable Navigating your way through the newest versions of e-Automate, open discussion and questions on all things Order Processing. Those new to EA with questions are welcome.
Service - Kick Off		9/12/2023	9/12/2023	8:15 AM	9:15 AM	9/12/2023 8:15 AM - 9:15 AM Presenter: Theresa Howe Navigating your way through e-Automate with respect to Dispatch ins and outs, employee records and availability, Remote Tech, Tips & Tricks, add-ons, and meter collection. Those new to EA with questions are welcome.
System Admin - Kick Off		9/12/2023	9/12/2023	8:15 AM	9:15 AM	9/12/2023 8:15 AM - 9:15 AM Presenter: Roundtable Navigating your way through the newest versions of e-Automate, open discussion and questions on all things System Administration. Those new to EA with questions are welcome.

Tuesday Session 2

		Start Date	End Date	Start Time	End Time
Accounting - Accruals		9/12/2023	9/12/2023	9:25 AM	10:25 AM	9/12/2023 9:25 AM - 10:25 AM Presenter: Celeste Foster Learn how to deal with accrual issues.
Contracts - Contract Profitability & Contract Rate Increases		9/12/2023	9/12/2023	9:25 AM	10:25 AM	9/12/2023 9:25 AM - 10:25 AM Presenter: Ashley Poletti How to review contract profit and what to do when profitability is low. Setting contract increases, and why automatic increases sometimes don't happen when escalations are in place.
Inventory - Supplies Order Round Table		9/12/2023	9/12/2023	9:25 AM	10:25 AM	9/12/2023 9:25 AM - 10:25 AM Presenter: Lauren Burke A round table discussion on all things supplies.
Order Processing - e-info & Custom Properties		9/12/2023	9/12/2023	9:25 AM	10:25 AM	9/12/2023 9:25 AM - 10:25 AM Presenter: Barb Livingston;Nicolette Flores Overview of e-Info and a walk through of custom properties and how to use them.
Service / System Admins Joint Session - Remote Service Tools		9/12/2023	9/12/2023	9:25 AM	10:25 AM	9/12/2023 9:25 AM - 10:25 AM Presenter: Brian Walz;Theresa Howe Remote Service Tools i.e. eTMS, Remote Tech, Mobile Tech, etc. Discussion to weigh the pros/cons of each tool from bot the service and admin side.

Tuesday Session 3

		Start Date	End Date	Start Time	End Time
Bering McKinley (BMK) presents 'Service Management with and emphasis on Financials'		9/12/2023	9/12/2023	10:45 AM	11:45 AM	9/12/2023 10:45 AM - 11:45 AM
ECI Presents “What’s New with e-automate”		9/12/2023	9/12/2023	10:45 AM	11:45 AM	9/12/2023 10:45 AM - 11:45 AM

Tuesday Session 4

		Start Date	End Date	Start Time	End Time
CEO Juice - How to use Power Bi		9/12/2023	9/12/2023	1:15 PM	2:15 PM	9/12/2023 1:15 PM - 2:15 PM Presenter: CEO Juice Todd Matson How to navigate through a Power Bi report from start to finish including creating personalized dashboards
Crushbank: AI for Support		9/12/2023	9/12/2023	1:15 PM	2:15 PM	9/12/2023 1:15 PM - 2:15 PM Presenter: Brian Mullaney, Crushbank Learn how artificial intelligence can improve your IT Support and enhance your enterprise value
ECI Presents “What’s New with MobileTech”		9/12/2023	9/12/2023	1:15 PM	2:15 PM	9/12/2023 1:15 PM - 2:15 PM Stewart Sintay will demo all the latest improvements to MobileTech.
Inventory - Power BI Inventory Management		9/12/2023	9/12/2023	1:15 PM	2:15 PM	9/12/2023 1:15 PM - 2:15 PM Presenter: Todd Matson;George Cavaliotis Power BI Inventory Management

Tuesday Session 5

		Start Date	End Date	Start Time	End Time
Accounting - Formed AI		9/12/2023	9/12/2023	2:25 PM	3:25 PM	9/12/2023 2:25 PM - 3:25 PM Presenter: Jeff Masters Invoice to Pay solution to solve your A/P headaches.
Contracts / Order Processing - Workflow Automation for your Equipment Orders		9/12/2023	9/12/2023	2:25 PM	3:25 PM	9/12/2023 2:25 PM - 3:25 PM Presenter: CEO Juice Mike Kirkpatrick Workflow between Order Processing & Contracts
Inventory - Green Parts, Boneyard and Managing Scavenged Inventory		9/12/2023	9/12/2023	2:25 PM	3:25 PM	9/12/2023 2:25 PM - 3:25 PM Presenter: CEO Juice Todd Matson Getting the most out of your boneyard and scavenged inventory.
Service - Ask the Experts: Managed Network Service Round Table Discussion		9/12/2023	9/12/2023	2:25 PM	3:25 PM	9/12/2023 2:25 PM - 3:25 PM Presenter: Mark Harris;Mary Sumner All things MNS; RMM Tools, Tech Stack
System Admin - Best DCA options		9/12/2023	9/12/2023	2:25 PM	3:25 PM	9/12/2023 2:25 PM - 3:25 PM Presenter: Brian Walz;Dustin Wandtke Weighing the options between which DCA to choose? We'll cover what you need to know from the most popular Data Collection Agents for print devices that work with e-Automate

Tuesday Session 6

		Start Date	End Date	Start Time	End Time
Accounting - Ask the Experts		9/12/2023	9/12/2023	3:55 PM	5:00 PM	9/12/2023 3:55 PM - 5:00 PM Presenter: Matt Lancaster;Roundtable We're here to help: bring your questions for any Accounting topic.
Contracts - Great America		9/12/2023	9/12/2023	3:55 PM	5:00 PM	9/12/2023 3:55 PM - 5:00 PM Presenter: Great America Financial Meter collection/usage best practices, Utilizing leasing companies for meter billing,
Inventory / Order Processing - Supply Order Automation		9/12/2023	9/12/2023	3:55 PM	5:00 PM	9/12/2023 3:55 PM - 5:00 PM Presenter: CEO Juice Mike Kirkpatrick Best practice and tips on how to fully automate your supply order process
Service - Ask the Experts: Service Manager Roundtable		9/12/2023	9/12/2023	3:55 PM	5:00 PM	9/12/2023 3:55 PM - 5:00 PM Presenter: Roundtable This is an open discussion around topics the room would like to discuss. HOT TOPICS, Dispatch, Car Stock, Territory Control, Reports/Eviews, General, Remote Tech/Remote Service Manager, CEOJuice
System Admin - Business Intelligence & Dashboards		9/12/2023	9/12/2023	3:55 PM	5:00 PM	9/12/2023 3:55 PM - 5:00 PM Presenter: Tanner Jones;Sam Campos Want ideas around dashboards to use or create? What options CEOJuice has for Power BI that are plug and play? Here we talk about what you have to choose from.

Tuesday Reception

		Start Date	End Date	Start Time	End Time
EUG Reception at The Sheraton Hotel		9/12/2023	9/12/2023	6:00 PM	9:00 PM	9/12/2023 6:00 PM - 9:00 PM

Wednesday Session 1

		Start Date	End Date	Start Time	End Time
Inventory / Service - PSA Integration with eAutomate		9/13/2023	9/13/2023	8:15 AM	9:15 AM	9/13/2023 8:15 AM - 9:15 AM Presenter: Todd Matson;Amy Wickett;ConnectWise The ever-popular Service & Inventory cross-over session! Why and how to integrate your PSA data (ConnectWise etc) with eAutomate

Wednesday Session 2

		Start Date	End Date	Start Time	End Time
Accounting - CEO Juice Budget Import Utility		9/13/2023	9/13/2023	9:25 AM	10:25 AM	9/13/2023 9:25 AM - 10:25 AM Presenter: CEO Juice Jon Green Budget Import Utility
Inventory / Service - Sustainability Initiatives in our Industry		9/13/2023	9/13/2023	9:25 AM	10:25 AM	9/13/2023 9:25 AM - 10:25 AM Presenter: Ben Hoecker The ever-popular Service & Inventory cross-over session! Sustainability initiatives, being environmentally friendly, carbon neutral, community conscious

Wednesday Session 3

		Start Date	End Date	Start Time	End Time
Canon Presents - Canon Smart Service and Integration with e-Automate		9/13/2023	9/13/2023	10:45 AM	11:45 AM	9/13/2023 10:45 AM - 11:45 AM
CEO Juice - SBA Model Dashboards/Reporting in Power BI		9/13/2023	9/13/2023	10:45 AM	11:45 AM	9/13/2023 10:45 AM - 11:45 AM Presenter: Jon Greene;Sharon Stretton
ECI Presents “What’s New with Printanista”		9/13/2023	9/13/2023	10:45 AM	11:45 AM	9/13/2023 10:45 AM - 11:45 AM Presenter: ECI Matt Foster will demo all the latest improvements for Printanista.
Inventory - impromptu		9/13/2023	9/13/2023	10:45 AM	11:45 AM	9/13/2023 10:45 AM - 11:45 AM Presenter: Roundtable Topic will be dependent on what is discussed at the kick off session

Wednesday Session 4

		Start Date	End Date	Start Time	End Time
Bering McKinley (BMK) presents 'ConnectWise Invoicing and Financials'		9/13/2023	9/13/2023	1:15 PM	2:15 PM	9/13/2023 1:15 PM - 2:15 PM
CEO Juice - Power BI Tech Productivity and Equipment Efficiency		9/13/2023	9/13/2023	1:15 PM	2:15 PM	9/13/2023 1:15 PM - 2:15 PM Presenter: Todd Matson Power BI Tech Productivity and Equipment Efficiency
ECI Presents “Contract Enhancements & Leasing Updates”		9/13/2023	9/13/2023	1:15 PM	2:15 PM	9/13/2023 1:15 PM - 2:15 PM Presenter: ECi Brian Kenworthy and Justin Winnie will share updates on contracts and the new leasing module.
Inventory - impromptu		9/13/2023	9/13/2023	1:15 PM	2:15 PM	9/13/2023 1:15 PM - 2:15 PM

Wednesday session 5

		Start Date	End Date	Start Time	End Time
Accounting - Pivot Tables		9/13/2023	9/13/2023	2:25 PM	3:25 PM	9/13/2023 2:25 PM - 3:25 PM Presenter: Steve Bruno;Marsha Ackerman Learn to leverage data to make informed decisions for your business.
Contracts - How to use e-Views effectively and customize them		9/13/2023	9/13/2023	2:25 PM	3:25 PM	9/13/2023 2:25 PM - 3:25 PM Presenter: CEO Juice Ashley Poletti How to use e-views effectively and how to customize them.
Inventory - Advanced Inventory Issues - Acquisitions, Obsolete Inventory		9/13/2023	9/13/2023	2:25 PM	3:25 PM	9/13/2023 2:25 PM - 3:25 PM Presenter: Roundtable Advanced Inventory Issues caused by Acquisitions. Understanding, identifying and removing obsolete inventory. Identifying and understanding potential inventory pitfalls.
Order Processing - Interterritorial Best Practice		9/13/2023	9/13/2023	2:25 PM	3:25 PM	9/13/2023 2:25 PM - 3:25 PM Presenter: Barb Livingston;Nicolette Flores Best practices for interterritorial accounts
Service - Bering McKinley - Learn the different business models to make it more profitable with top tier service delivery.’		9/13/2023	9/13/2023	2:25 PM	3:25 PM	9/13/2023 2:25 PM - 3:25 PM Presenter: BMK Starting/Running a Managed IT Division? Learn the different business models to make it more profitable with top tier service delivery.
System Admin - Data strategies (cloud vs on-prem, management, acquisitions, purging, integrations)		9/13/2023	9/13/2023	2:25 PM	3:25 PM	9/13/2023 2:25 PM - 3:25 PM Presenter: Jim Ryan;Dustin Wandtke Pros and cons of cloud hosting versus hosting on-premise. Diving into managing the transition from hosting to the cloud. Challenges you may face and considerations you should make. Ideas/challenges for managing EA database, handling acquisitions, data cleanup, purge and integrations.

Wednesday Session 6

		Start Date	End Date	Start Time	End Time
Accounting - Ask the Experts: Final Call		9/13/2023	9/13/2023	3:55 PM	5:00 PM	9/13/2023 3:55 PM - 5:00 PM Presenter: Ruth Godfrey, Roundtable Wondering if anyone else is having the same challenges? Want ideas on something you heard earlier in the conference? This is your chance to ask the experts! Review of sessions, more questions answered and contact information to keep in touch.
Contracts - Ask the Experts: Final Call		9/13/2023	9/13/2023	3:55 PM	5:00 PM	9/13/2023 3:55 PM - 5:00 PM Presenter: CEO Juice Ashley Poletti Wondering if anyone else is having the same challenges? Want ideas on something you heard earlier in the conference? This is your chance to ask the experts! Review of sessions, more questions answered and contact information to keep in touch.
Inventory - Ask the Experts: Final Call		9/13/2023	9/13/2023	3:55 PM	5:00 PM	9/13/2023 3:55 PM - 5:00 PM Presenter: CEO Juice Wondering if anyone else is having the same challenges? Want ideas on something you heard earlier in the conference? This is your chance to ask the experts! Review of sessions, more questions answered and contact information to keep in touch.
Order Processing - Ask the Experts: Final Call		9/13/2023	9/13/2023	3:55 PM	5:00 PM	9/13/2023 3:55 PM - 5:00 PM Presenter: Barb Livingston, Nicolette Flores Wondering if anyone else is having the same challenges? Want ideas on something you heard earlier in the conference? This is your chance to ask the experts! Review of sessions, more questions answered and contact information to keep in touch.
Service - Ask the Experts: Final Call		9/13/2023	9/13/2023	3:55 PM	5:00 PM	9/13/2023 3:55 PM - 5:00 PM Presenter: CEO Juice Wondering if anyone else is having the same challenges? Want ideas on something you heard earlier in the conference? This is your chance to ask the experts! Review of sessions, more questions answered and contact information to keep in touch.
System Admin - Ask the Experts: Final Call		9/13/2023	9/13/2023	3:55 PM	5:00 PM	9/13/2023 3:55 PM - 5:00 PM Presenter: Roundtable Wondering if anyone else is having the same challenges? Want ideas on something you heard earlier in the conference? This is your chance to ask the experts! Review of sessions, more questions answered and contact information to keep in touch.

Thursday

		Start Date	End Date	Start Time	End Time
Steering Committee Members Only		9/14/2023	9/14/2023	8:00 AM	10:00 AM	9/14/2023 8:00 AM - 10:00 AM Steering Committees meet with ECi development to discuss new ideas.
CEO Juice User's Group Session 1		9/14/2023	9/14/2023	10:00 AM	12:00 PM	9/14/2023 10:00 AM - 12:00 PM Presenter: CEO Juice Team Session 1 - 8AM to 10AM Juice team intro Exception reporting versus slice & dice Personalized & executive dashboards Equipment orders automated - Workflow & Dashboard Supply orders automated Uber & Amazon style tech Processes covered in this session: ID815 - If This Then That (IFTTT) ID517 - Power BI Sales Orders Insights ID348 - Update Reps on Equipment Orders ID742 - Convert Sales Quotes for specified creatorID(s) to Sales Orders ID652 - DCA Direct Sales Order Enhancement ID634 - Sales Order Import Utility ID181 & ID200 for tech
CEO Juice User's Group Session 2		9/14/2023	9/14/2023	1:30 PM	3:00 PM	9/14/2023 1:30 PM - 3:00 PM Presenter: CEO Juice Team Session 2 - 1.30PM to 3PM Inventory Best Practice - Turns, Stale, Restocking, Counting, Parts Warranty Contract & Customer profit best practice Technician Activity HubSpot as a CRM Integrations - SNOW, CW, AT, UPS, DCAs, eCommerce PBI Survey Dashboard Surveys & Smiley Faces Same "Best Service" Processes covered in this session: ID772 - Power BI Inventory Management ID771 - Power BI Profit Analysis ID28 - Power BI Tech Productivity and Equipment Efficiency ID147 - Power BI Non Managed Devices ID281 - Power BI Customer Retention Rate ID90 - Parts Warranty ID109 & ID470 Surveys & NPS
CEO Juice User's Group Session 3		9/14/2023	9/14/2023	3:15 PM	5:00 PM	9/14/2023 3:15 PM - 5:00 PM Presenter: CEO Juice Team Session 3 - 3.15PM to 5PM QBR best practice with Non Managed Devices Online Payments - fully automated ID411 - Dealer Group Wholesale Inventory How to use the SBA Model (Hey Hanson) Sales Training to improve Customer Retention Meter Purge ID749 OnShip, ShipStation & address correction Company Profile section of Juice site Processes covered in this session: ID774 - Power BI Customer Business Review ID704 - Power BI Financial Performance Benchmarking ID411 - Power BI Dealer Group Wholesale Inventory ID749 - eAuto Meter Reading Tables "Bloat" Prevention ID34 & ID503 for shipping ID587/ID281 for retention

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