April 18 - 21 | New Orleans

Macola Evolve 2017

Connecting with Customers

Macola Evolve 2017 is the premier annual customer conference to connect with ERP industry experts and gain invaluable resources to get your business On the Move.

For You

The theme of Macola Evolve 2017 is On the Move! We are thrilled to see signs that the business climate is improving. That is why this year’s conference is about opportunities to move your business forward. At Macola Evolve 2017, customers will convene, communicate and connect on topics pertaining to business growth. Join us in the Solution Center to meet experts in the ERP industry and gain knowledge to build your business. Brand new this year are the CEO Summit and Leadership Forum, sessions created to allow for deep peer-to-peer dialogue. With all the knowledge in the room, Macola Evolve 2017 is the conference to get you On the Move!


Open Doors

Gain the insight you need to move ahead with confidence by taking advantage of unlimited educational breakout sessions designed to prepare you and your business for success. Earn CPE credits by attending the Tuesday training sessions where you can take full advantage of insight shared by trainers to learn about Macola’s new features and functionality. Customers benefit by sharing best practices and capitalizing on networking opportunities with solution providers, technology partners, Macola leadership and product experts - as well as industry insiders. Learn valuable lessons to propel your business!


Join Us

Personal invitation from Alison Forsythe, Managing Director, Exact – Macola Division


*Speakers subject to change.

John Doe

Alison Forsythe

Managing Director, Exact - Macola Division

Alison Forsythe is an industry veteran with over 20 years of management experience in the IT sector. In her current role, Alison is responsible for the general management of the Macola division, overseeing software development, sales, marketing, support and consulting services. Prior to joining Exact, Alison led the enterprise market expansion efforts at SMART Technologies as the Managing Director, Americas. Prior to SMART Technologies, Alison served as Vice President, Americas Channel Sales for CA Technologies, a global provider of enterprise IT management software. Alison also served in various sales leadership positions throughout a nine-year career at GE Commercial Finance. During her tenure with GE, she was responsible for managing a $1B sales division with GE Access, a worldwide distributor of Sun Microsystems and other complementary IT products. She later joined GE Vendor Financial Services where she led the sales division, responsible for developing and providing financing solutions to Sun Microsystems channel partners and end user clients. Alison holds a BA in Mathematics from Queens College in Charlotte, North Carolina.

John Doe

Derek Ochs

Director of Development, Exact - Macola Division

Derek Ochs is Director of Development responsible for software development and deployment, quality assurance and documentation for all Macola division solutions. Derek is an IT professional with more than 15 years of experience in software engineering, enterprise architecture, and IT management. His career ranges from writing code for successful startups to managing agile enterprise-wide IT teams for Fortune 500 companies. Derek has designed and implemented systems in the marketing, financial, retail, telecom, and healthcare industries and has worked on back-end data integrations, warehousing systems, big data, and web based front ends. Most recently Derek was the principal architect at a start-up business in the Columbus, OH area which led to an acquisition by eBay. His motto: if you’re not delivering, you’re not developing!

John Doe

Ben Stein

Actor, Speech Writer, Author, TV Personality

Ben Stein is an example of how one person can re-invent themselves multiple times. From a social icon best known for his dead-pan “Bueller … Bueller … Bueller” line in the comedy classic movie Ferris Bueller’s Day Off, to the fact that he was a speechwriter for both Presidents Nixon and Ford, Ben Stein is a true Renaissance Man, melding deadpan humor and serious insights on the economy and human nature in talks that leave the audience laughing and thinking.

John Doe

Cal McAllister

CEO,Wexley School for girls

Cal is CEO and co-founder of Seattle advertising agency –“Wexley School for girls.” Cal has been awarded a place on the Northwest's Top 40 under 40 list, and sits on the Board of Directors of People for Puget Sound, a not-for-profit group that promotes safeguarding the environment of Puget Sound and the Northwest Straits. He is also on the Board of Directors for The Creative Circus.

John Doe

Craig Zablocki

Motivational Speaker

Craig Zablocki has encouraged and inspired thousands of people with his unique blend of humor and authenticity. Described as a compelling combination of actor Robin Williams and PBS host Wayne Dyer, Craig is in the top two percent of America's most recognized speakers. A nationally known speaker and consultant, Craig has spoken to more than 900,000 people internationally and in all 50 states.

John Doe

Dale Denham

CIO, Geiger

As CIO of Geiger, the world’s largest privately-owned distributor in the promotional products industry, Dale Denham oversees eCommerce, product management, IT and software development functions. With technology now being a key aspect of every organization, it’s vital to consider how technology can be used to not only increase efficiency, but also to drive revenue. Dale was named to Computerworld's Premier 100 IT Leaders list for 2015 for his exceptional technology leadership and innovative approach to business challenges.


Rocky Bleier

NFL Great, Author and Speaker

Rocky Bleier – football player and soldier in Vietnam – has held audiences’ attention for years. Despite his ability to make big plays, the Pittsburgh Steelers considered him a late round draft pick. Then he was drafted by the United States Army. When his platoon ran into an ambush, he was seriously wounded and left barely able to walk. To earn a position on the Pittsburgh Steelers, he fought his way back and became a starting running back, playing on a team that won four Super Bowl championships.


Monday - April 17 Agenda
11:30 a.m. - 5:00 p.m. Registration Desk Open - Room: Poydras
2:00 p.m. - 6:00 p.m Support Help Desk Appointments - Room: Poydras – 3rd floor
Tuesday - April 18 Agenda
8:30 a.m. - 6:00 p.m. Registration Desk Open - Room: 3rd Floor Registration Desk
9:00 a.m. - 12:00 p.m. CPE Training Sessions - See Educational and Breakout tab
12:00 p.m. - 1:00 p.m. Lunch
1:00 p.m. - 4:00 p.m. CPE Training Sessions - See Educational and Breakout tab
12:00 p.m - 5:00 p.m Support Help Desk Appointments - Room: Poydras – 3rd floor
6:00 p.m. - 8:00 p.m. Give A Big Welcome To The Big Easy sponsored by Avalara - Solution Center
8:00 p.m. - 11:00 p.m. Nightcap in the Hospitality Lounge sponsored by Algorithm - 2nd Floor Lounge
Wednesday - April 19 Agenda
7:30 a.m. - 4:00 p.m. Registration Desk Open - Room: 3rd Floor Registration Desk
7:30 a.m. - 9:00 a.m. Breakfast - Solution Center
9:00 a.m. - 9:50 a.m. Alison Forsythe, Managing Director, Exact - Macola Division
Get insight on market forces relating to today’s business climate. Alison’s welcome address will provide you with a roadmap to navigate the landscape before us—and get your business on the move.
9:50 a.m. - 11:00 a.m. Ben Stein, Keynote Speaker
Times have changed. The status quo has gone out the window. It’s a whole new game and playing field out there. For entrepreneurs, this is the moment to be On the Move!
11:00 a.m. - 11:15 a.m. Morning Break
11:15 a.m. - 11:45 a.m. Dale Denham, Guest Speaker
Training, Application Maintenance and Future Updates are the top three concerns of adopting new ERP systems. Hear what the future holds for the end users who are in the market for a new system.
12:00 p.m. - 2:00 p.m. Lunch - Solution Center
2:00 p.m. - 5:00 p.m.
  • Are You a CEO Superhero?
  • How Much Are You Expected to Deliver?
  • Who Do You Trust?
  • Visionaries or Cynics?
  • The Future Ain’t What It Used To Be:Post-Election Euphoria or Anguish?
  • Is Your Company Succession Ready?
  • Don’t Look in the Rearview Mirror, Don’t Keep Your Plans a Secret, and other discussions key to this important topic
  • The Four Pillars of Expansion: Model, Operations, Manufacturing, Leadership
2:30 p.m. - 5:30 p.m. Educational Tracks - Breakouts. See Educational and Breakout Schedule
5:30 p.m. - 6:30 p.m. Happy Hour - Solution Center
6:30 p.m - 11:00 p.m. Let the Good Times Roll - Your free evening in New Orleans to explore the possibilities
9:00 p.m. - 11:00 p.m. Nightcap in the Hospitality Lounge sponsored by Algorithm - 2nd Floor Lounge
Thursday - April 20 Agenda
7:30 a.m. - 1:00 p.m. Registration Desk Open Room: 3rd Floor Registration Desk
7:30 a.m. - 9:15 a.m. Breakfast - Solution Center
9:15 a.m. - 10:00 a.m. Derek Ochs, Director of Development, Exact - Macola Division
Delivering the latest about building the new Macola product including foundational improvements and other good news. Derek will share new features, partner integrations, workspaces and demos of screens all with functionality requested by users.
10:00 a.m. - 10:30 a.m. Cal McAllister, Guest Speaker
Cal McAllister explains how to be “pleasantly disruptive.” As CEO of a leading Seattle advertising agency, he was forced to deal with change management issues in his company and even hired a consultant to help navigate the challenges. Cal shares lessons learned and best practices for dealing with change in the workplace.
10:30 a.m. - 10:45 a.m. Morning Break
10:45 a.m. - 11:30 a.m. Craig Zablocki, Guest Speaker
Described as a compelling combination of Robin Williams and Wayne Dyer, Craig is in the top 2 percent of America’s most recognized speakers. His client list reads like an international who’s who.
11:30 p.m. - 1:00 p.m. Lunch - Solution Center
1:00 p.m. - 3:30 p.m.
A range of topics with special emphasis on the Truth About Leadership:
  • The Simple Truth About the Wage Gap - The Who, What, Why and What To Do
  • Multi-Generations Working Together - Traditionalists, Boomers, Gen Xs, Ys and Millennials, All In One Workplace
  • Ten Truths About Leadership - It’s Not Just About Winning
  • Can Leadership Be Taught?
1:30 p.m. - 3:30 p.m. Educational Tracks - Breakouts. See Educational Agenda tab
3:30 p.m. - 3:45 p.m. Afternoon Break
3:45 p.m. - 4:30 p.m.
Rocky Bleier has always been liked by the Steelers’ fans. He’s one of them, an underdog who always achieves what he sets out to accomplish. You won’t want to miss hearing him talk about his days as a Steeler and the obstacles he overcame to be part of four Super Bowl Champion teams.
4:30 p.m. - 5:00 p.m. Alison Forsythe, Managing Director, Exact - Macola Division
Please bid, via a silent auction, on the unique glass bowls, hand-made by Exact leadership team members and partners, that are on display in the Solutions Center. The proceeds will go to the Second Harvest Food Bank in New Orleans.
5:00 p.m. - 6:30 p.m. Happy Hour - Solution Center
6:30 p.m. - 11:00 p.m. Welcome to Macola Mardi Gras! - A special event you will never forget sponsored by WiSys - Lobby
10:00 p.m. - 12:00 a.m. Nightcap in the Hospitality Lounge sponsored by Algorithm - Room: 2nd Floor Lounge
Friday - April 21 Agenda
9:00 a.m. - 12:00 p.m Support Help Desk Appointments Room: Poydras – 3rd floor
All Day Departures
Tuesday - April 18 Workshops
9:00 a.m. - 12:00 p.m.
This workshop teaches users to harness the power of workflows to optimize their business processes. Users will learn the capabilities of workflows and how to design and modify workflows to meet their unique needs!
9:00 a.m. - 12:00 p.m.
This workshop teaches the fundamentals to jump start using Event Manager to automate events in your system. From outbound emails, to reporting, to alerting you to critical events, Event Manager has it all. Join us to explore key functionality within this powerful tool.
9:00 a.m. - 12:00 p.m.
This workshop provides an introduction to SSRS reporting and covers basic techniques you can use with your Macola data. This class is designed for users with limited exposure to SSRS reporting, but is listed at an intermediate level due to the highly technical nature of the material.
9:00 a.m. - 12:00 p.m.
This workshop discusses the Software Development Kit (SDK) framework — how to create, add, remove and modify customizations. Attendees will learn how to add custom buttons, reports and links to standard pages.
12:00 p.m. - 1:00 p.m. Lunch
1:00 p.m. - 4:00 p.m.
This workshop provides in-depth exposure to Macola 10 workspaces. We'll begin with the basics of how to use and navigate, and build to understand how to deploy and modify to suit end users’ needs. We'll demonstrate adding custom menu links to standards workspaces and the efficiencies you can achieve through highly customized workspaces.
1:00 p.m. - 4:00 p.m.
Web services are the key to interacting programmatically with the Macola system. In this 3 hour deep dive, we’ll talk about web services offered by Macola and walk you through all the steps needed to call a REST web service. To follow along, knowledge of basic programming concepts is required.
1:00 p.m. - 4:00 p.m.
This workshop continues the earlier class (part 1). We’ll continue introducing the SDK and build on what we previously learned. This session will include tips and tricks for modifying browsers, creating custom menus and other customizations as well as redirecting pages. Prerequisite — must attend previous session.
These 3 Hour workshops are good for 3 CPE Credits - No Fee
Wednesday - April 19 Overview
2:00 p.m. - 3:00 p.m.
Extending the reach of your Macola Software from the front office to the warehouse is how you achieve and build a faster more accurate business. Getting the very people involved who handle materials at the first touch point is your best chance to get it right the first time. WiSys Agility Mobile puts the right bar code scanning tool in your worker’s hand to get those transactions into Macola efficiently and with more validation. During this session, you will see how WiSys Agility Mobile creates real-time transactions and connects the dots of ERP more efficiently. Watch how having live updates at receiving, production and shipping will change the way you see things in Macola Software and provide your customers with better information and service.
2:00 p.m. - 3:00 p.m.
Learn about Macola 10 features and functions that you may not be aware of to boost efficiency and productivity. Come to this informative session and find out how to maximize your use of Macola 10.
3:15 p.m. - 4:15 p.m
Learn how the Macola apps can free you from the confines of your office and allow your workplace to go mobile! In this session we review the available apps and the functionality of each.
3:15 p.m. - 4:15 p.m.
Event Manager is a powerful tool to help you automate critical business processes. This session will provide an overview of the power and capabilities of this tool, with specific examples of how it can help your business. For those looking for more in-depth of "how" to get started with Event Manager, take a look at our Tuesday workshop for a more in-depth review.
4:30 p.m. - 5:30 p.m.
Workspaces are changing the way we see and interact with data by putting mission critical information at our fingertips. Join us to learn how Workspaces can benefit your organization and transform the way you work!
4:30 p.m. - 5:30 p.m.
Hear customers share, first hand, how Macola 10 has improved their businesses, driven efficiencies and automated processes. Get insight directly from customers how Macola 10 helps them address critical business issues and build for the future.
Thursday - April 20 Overview
1:15 p.m. - 2:15 p.m.
Workflow is a great way to automate and streamline your business processes. We'll explore ways you can build efficiencies into your processes using the power of workflow. If you are interested in a deep dive into workflows, "Optimizing your Workflows" is for you.
1:15 p.m. - 2:15 p.m.
In Macola 10.4 we have eliminated the need to sync vendors and customers using ASIMPORT. Plan to attend this session to learn more about life after ASIMPORT and how to prepare for this change if you have not yet upgraded.
1:15 p.m. - 2:15 p.m.
Explore how to leverage powerful tools like Qlik to create business intelligence with your Macola data.
2:30 p.m. - 3:30 p.m.
Learn how to configure workflows to perform transactions like new item creation, purchase orders and others!  Wrap business processes around data entry and improve efficiency and accountability.
2:30 p.m. - 3:30 p.m.
In our general sessions, you'll hear about some of the upcoming changes to the user interface — and we'd like to hear your thoughts! We'll elicit feedback from you on planned changes and things we can do to make a more natural, intuitive user interface.
Wednesday - April 19 Technical
2:00 p.m. - 3:00 p.m.
Learn how to implement Document Management successfully using Macola 10 and start saving trees by the end of the month! Most companies talk about reducing paper and because of its quick ROI, it is a perfect area to improve your business!
2:00 p.m. - 3:00 p.m.
We'll dive into the Sales Order process and explore how a sales order makes its way through the system, from creation to posting. Learn tips and tricks to track its progress, the tables that are involved and how to correct when something goes wrong!
3:15 p.m. - 4:15 p.m
WiSys Agility Analytics Dashboards allow you to create insightful and information-rich decision support systems for executives and business users. Hosted in Macola Workspaces or Agility Explorer and rendered across multiple platforms and devices, dashboards deliver flexible, interactive and fully customizable user experiences that are optimized for real-time data consumption and analysis.
3:15 p.m. - 4:15 p.m
See an out-of-the-box, financially intelligent solution that integrates with nearly all accounting systems and creates one source of truth for all data collection. Learn how LucaNet automatically combines data from Macola and Excel files, providing a financial solution that can streamline your consolidation, reporting, and planning. Our one source of truth mindset will help to avoid careless and costly errors, while simultaneously expediting your reporting process.
3:15 p.m. - 4:15 p.m
Sales Cycle management is one of the feature rich modules in Macola 10. Learn how to utilize this great tool and increase the visibility to your sales in the process.
3:15 p.m. - 4:15 p.m.
Join us to explore the functionality within the Cash Flow module including topics like: handling NSF checks, processing vendor payments, voiding checks and the bank reconciliation process. We'll also review how to handle typical transactions like bank fees, interest income and transfers between bank accounts.
4:30 p.m. - 5:30 p.m.
Take a deep dive with Kofax and the integration with Macola 10. Learn how to use barcodes, separation sheets and other methods to quickly and accurately scan and categorize documents.
4:30 p.m. - 5:30 p.m.
We will explore common "mistakes" our support team hears from users, how to avoid mistakes and how to recover when you've made them.
Thursday - April 20 Technical
1:15 p.m. - 2:15 p.m.
Discover from John Nicol, WiSys Lead Architect, how to take advantage of the exciting new features and capabilities in WiSys Agility Explorer.
1:15 p.m. - 2:15 p.m.
Want a place you can "geek out" and learn details about our product architecture? If so, do we have the session for you! Our development team loves to talk with fellow techies about the future of our products. Plan to join us to discuss the under-the-covers technology changes we are making to build for the future!
1:15 p.m. - 2:15 p.m.
Are you using the accounting portions of the system to the fullest? If not, plan to attend this session to learn ─ Accounting Tips and Tricks ─ as well as best practices for moving your business forward.
1:15 p.m. - 2:15 p.m.
On the Move companies find opportunities to augment standard functionality and streamline business processes using custom solutions. Macola 10 provides a rich toolbox to develop innovative functionality without the risks, generally, inherent in custom software. Join us to explore ways to take your business to the next level using these tools!
2:30 p.m. - 3:30 p.m.
Join us to learn how Agility Explorer and Agility Web Explorer can help you create efficiencies in your daily processing for multiple areas of your business…not just WMS. Agility standard components bring you streamlined processes for your Macola functions and a quicker software ROI utilizing a desktop or a browser to provide you with Agility everywhere. We also understand that not every business is the same, so come see the benefits Agility can provide. If you need a better fit, let us show you how you can easily modify our components to give you the flexibility to do business your way and to grow and change with all of today’s new challenges.
2:30 p.m. - 3:30 p.m.
In this session we'll explore the key financial tables and how they interact to help deepen your understanding of the software and allow you to start to build your own financial reports.
Wednesday - April 19 Progression
2:00 p.m. - 3:00 p.m.
Progression track ─ new to the conference this year! During this session, we'll review best practices for Progression customers to ensure you are getting the best out of your legacy software.
3:15 p.m. - 4:15 p.m
Join us to learn Tips and Tricks to increase productivity with Progression software. We'll cover a wide range of topics designed to help you streamline your processes.
4:30 p.m. - 5:30 p.m.
Have you been using Progression for many years? Is your data growing larger and more unwieldly by the day? Learn easy to do data cleanup techniques and best practices for maintaining your system in this informative talk.
Thursday - April 20 Progression
1:15 p.m. - 2:15 p.m.
In this session we will explore common "mistakes" our support team hears from users, how to avoid mistakes and how to recover when you've made them.
2:30 p.m. - 3:30 p.m.
Ready to move to Macola 10 but don't know how to get started? This session is for you! We'll explore ways Progression customers can prepare for a future upgrade and what to expect in the process.


Take advantage of this early-bird offer and register now for the pre-eminent ERP conference that offers you insights you can use and the knowledge, training and education you need.

Hotel & Accommodations

The hotel in New Orleans is ideally located on Canal Street facing the French Quarter within an easy walk of many famous attractions. If possible, add an extra day or two onto your stay to enjoy the southern charm and hospitality that New Orleans offers. (The discounted conference hotel rate is available three days before and three days after the conference.)

A very special negotiated rate of $229 + tax is available for a limited time.
Rooms are limited, so book today.

Sheraton New Orleans Hotel
500 Canal Street
New Orleans, LA 70130


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Sponsoring Macola Evolve 2017 will allow you to promote your offerings to customers via the Solution Center, breakout sessions, roundtable discussions and many new, exciting and creative sponsorship opportunities. Every opportunity will help you increase brand awareness and build pipeline.

Download the Sponsorship Prospectus to learn more about opportunities to sponsor Macola Evolve 2017.

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Join the Conversation



I attend Macola Evolve for two primary reasons. I like to see all of the new solutions and updates that are available for me and my business. In addition, I love to meet and talk to other attendees and hear their business challenges. During these discussions, they share what software solutions they have applied within their own business to solve their problems. This best practice sharing is what I consider the most valuable part of attending the conference and it is the reason I will be there in 2017!
Heather Herringer, Global IT Director Nielsen-Massey Vanillas, Inc.
I have attended Evolve for the last 6 years. I keep coming back because it is a unique source of collaboration, insight and expertise available in no other place. I am able to efficiently research & validate solutions to current problems and at the same time discover new or existing features that we can use to accelerate the growth in our business. It is a place I can gain practical knowledge of Macola in no other way.
Dave Richman, Director IS&T JL Darling (Rite in the Rain)
We have been attending the Macola Evolve customer conference every year since we became a partner, and have showcased our add-on tools in the Solution Center for the past 10 years. Each year we learn so much from the customers who attend the conference and share how they use Macola to solve their daily business issues. We urge all of our clients to attend the Macola Evolve Conference for the invaluable opportunity to network with other users, see what innovations the solution providers bring to extend their Macola solution today, and learn about the direction Macola is moving to solve tomorrow's issues.
Nola Hofman, President Harvest Ventures Inc.
Macola Evolve is invaluable for relationship building. Whether it’s reconnecting with Macola users I met at Macola conferences in the 1990s, meeting new Macola users, or interacting with Macola employees, the networking opportunity is priceless. We live in such a disconnected world that the opportunity to meet face to face cannot be overrated.
Robin Zwirtz, President BirdDog Software Corporation
We have been attending Macola Evolve for many years. We continue to attend and look forward to the conference each year due to the opportunities the conference provides. The main stage events are always informative and entertaining. The breakout sessions are great and are a tremendous way to dig deeper into specific topics that interest each of our staff. Finally, the networking with other business partners, customers, third party providers as well as Exact staff is invaluable. We are always eager to hear how other people are utilizing the software and look forward to learning some tips and tricks from these events. Exact, thanks for a great conference.
Jeffrey D. Mayer, Vice President Mayer Group
The annual Macola Evolve conference provides the opportunity for us to meet with dozens of Macola customers and partners at one venue. We have consistently been able to develop new relationships and see current relationships enhanced, enabling us to better serve the Macola customer base.
Tim Gribler, Senior Sales Executive Adaptive Data, Inc.
We look forward to Macola Evolve every year. It is the best event to attend. The event is always well planned and executed. It’s a great time for partners, customers, solution providers and Exact staff and leadership to come together, meet and discuss. So many new relationship are formed every year. Everyone comes with their own objectives and has access to all the right people to help them launch into the future.
Chuck Wise, President Copious Solutions
The annual Macola Evolve conference is a must-attend for any customer or partner. I truly value the opportunity this event provides, enabling us to build new relationships along with the opportunity to connect with current customers and partners. The schedule was well thought out and the many ways attendees were driven to the exhibitor booths was successful. We look forward to attending future Macola events!
David Collins, Director of Sales F9