Intellitec Insights Summit

Maximizing the power of your Microsoft solutions today.

Join us Wednesday, September 24, 1-3pm ET

What does our Insights Summit offer?

Fully curated for our Microsoft GP and SL clients, this event will help you unlock efficiency, automation, and insight — starting now.

Date: Wednesday, September 24, 2025

Time: 1:00-3:00PM ET

Location: Online Event – Please Register to be Sent the Link

$400 in Prizes to be Won

Intellitec Insight Summit – GP & SL Client Event

Business technology is always evolving, and keeping up with the latest tools and trends can be a challenge. Created specifically for our Microsoft GP & SL clients, Intellitec Insights Summit is your opportunity to get your finger on the pulse of what’s happening across the Microsoft ERP ecosystem and beyond, all in one focused virtual event.

This is not a migration webinar – we want to help you make sure you’re getting the most out of your technology today and in the future.

You’ll gain the clarity you need to optimize your business’ ERP usage, explore leading additional solutions, hear expert insights, and walk away knowing how to unlock efficiency, automation, and insight — starting now. Plus, by attending and participating throughout the event, you’ll be entered to win $400 in prizes!

At this free, GP & SL client-centered event, you’ll gain insight curated to help you make informed decisions about your ERP future:

Explore the full Microsoft ecosystem & options available: there are so many tools, it’s hard to keep up so join us for an overview of all the MS tools you can connect to today, and on future solutions.
See how supporting technologies add value: including cloud platforms, automation tools, CRM, and payment solutions that can strengthen ERP usage
Learn what matters when evaluating ERP systems: what to prioritize, how to cut through the marketing to truly compare (and not get distracted by the shiny things), and find the best long-term fit for your business
Review your options for the future: cut through the marketing fluff and hear what solutions we’ve seen GP & SL clients get the most impact from after a migration.
Discover practical ways to modernize today: steps you can take now to get more out of your current ERP investment while planning for the future

Please Note: By registering for this event, you authorize the sharing of your contact information with our Presenting Partners. We will only share your contact if you request more information during one of the presentation quizzes or if you win a prize that a Presenting Partner needs to send you.

Featuring Trusted ERP Add-On Partners

Agenda

From ERP updates to supporting solutions, each session is curated to help you make confident decisions about your business technology. We’ll also be drawing for prizes throughout the event – keep an eye out for opportunities to participate and win!

Intro/Welcome

Speaker: Rick Sommer

We’ll kick off by introducing our speakers and partners. Rick will also share a very quick overview of how Intellitec supports clients across various industries with ERP and business technology solutions, in case there are services you didn’t realize that we provide!

Update on the Microsoft Ecosystem

Speaker: Bryan Steinberg

Get a clear picture of the full Microsoft ERP landscape and everything available to you. There are so many solutions, apps, and tools that can improve your teams efficiency, that you might not even be aware of them all!

We’ll also walk though a brief overview of your options for next steps, such as Business Central and even alternatives like Sage Intacct.

Azure Options for Today

Speaker: Bryan Steinberg

Learn about the practical ways businesses like yours are leveraging Microsoft Azure to add value right now, and how it can complement your ERP strategy today and in the future.

What to Consider when Comparing ERPs

Speaker: Rick Sommer

Is the grass greener in the cloud? Whether you’re ready to move today or hoping to hold out until the last breath of your GP or SL, at some point, you’ll need to choose a new solution. So, what should you actually be looking for? How do you decide?

This session will cover the key factors to evaluate when you start to compare ERP systems, so you can make a smart, informed decision that fits your business.

Why is Everyone Talking about Business Central?

Speaker: Mike Bufano

We realize you get marketing materials from Microsoft encouraging you to move to Microsoft Dynamics 365 Business Central – that’s not what this is. In this session, Mike will dive into why this solution has become the go-to for many organizations, but especially those moving from SL & GP.

He’ll explore the specific benefits we’ve seen impact clients the most, share some of their stories, and highlight the advanced AI tools now available.

Level up your Financial Planning with Solver

Speaker: Mark Bennet

A powerful extended FP&A tool, see how Solver can deliver valuable financial reporting and analytics for your ERP today – and how it continues to add value if you move to a cloud ERP.

AP Automation Shootout

Speaker: Amanda Maier

Explore how AP automation can improve efficiency and reduce errors, while also preparing your business for the future. We’ll compare leading solutions, highlight key differences & benefits, and help you understand which option might be the best fit for your team.

CRM: It's not just for Contact Management Anymore

Speaker: Bryan Steinberg

Learn how connecting your ERP and CRM systems can improve customer relationships, streamline processes, and provide better visibility into your business. Microsoft Dynamics 365 Sales has unique offerings, each with their own Copilot and tools that take the heavy lift off your team.

Save time & money with EBizCharge Credit Card Processing

Speaker: EBizCharge

Discover how EBizCharge credit card processing can save your business money and simplify transactions – no matter which ERP system you’re using today.

Overall Q&A

Speaker: Rick Sommer / Mike Bufano

This is your chance to ask our ERP experts those burning questions you need answered to better understand a topic covered throughout the event or related to a specific issue your business is facing.