This document provides an introduction and overview of BAASS Business Solutions Inc., a provider of accounting and business management applications. Some key points: - BAASS was founded 25 years ago and focuses on management consulting, accounting services, and systems implementation. It has over 3,000 clients and 98 staff members fluent in 27+ languages. - The company has 14 offices across North America and alliance partners worldwide. It has pursued growth through acquisitions of other companies. - BAASS' mission is to increase customer efficiencies through implementing the right technology solutions to enhance business profitability and growth. Its vision is to be the top provider of accounting and business management solutions across North and South America. -

1. Introduction and Welcome
Presented By:
Joseph Arnone, President

2. Who is BAASS?
• Founded 25 Years ago
• Focus on three core areas
1. Management Consulting
2. Accounting Services
3. Systems Implementation
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3,000+ Clients (ERP, CRM, and HRIS)
Horizontal Focus
Vertical Industry Focus
98+ members of our Staff fluent in over 27 different
languages

3. About BAASS
• Extensive Coverage
– Fourteen Offices across the
U.S. & Canada and alliance
partners all over the world.
• Growth by Acquisition
– CA Plus, Equation
Technologies, Axis GP

4. Our Focus
ERP
ERP
CRM
CRM
BI
BI
HRIS
HRIS
PSA
PSA
WMS
WMS
Third Party Apps
Third Party Apps
MC
MC

5. Mission, Vision, Values
Mission:
BAASS Business Solutions Inc. is a provider and implementer of accounting and business
management applications for corporate and community-based organizations in Canada and
across North America, South America, and the Caribbean.
Our focus is on increasing customer efficiencies and productivities through the implementation
of the 'right' technology supported by customization and training, designed to enhance business
profitability and growth capacity.
Vision:
BAASS will be the accounting and business management solution provider of choice for business,
software publishers, and career seeking professionals throughout North America, South America,
and the Caribbean.
Targets:
•Business – Clients (Small & Mid-Sized) and Other Partners
•Software Publishers – A Top Vendor in Sales & Customer Satisfaction
•Career Seeking Professionals – Offer healthy working culture, development, and opportunity

6. BAASS Core Values
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Integrity
Trust
Respect
Accountability
Innovation
Enterprise
Excellence
Expertise
Balance

7. The Difference…
Focus
Focus
We specialize
in both
horizontal &
vertical
solutions as
well as a
portfolio of
products
from leading
publishers.
Diverse
Diverse
Portfolio
Portfolio
We have the
very best
solutions, and
more so the
best services
both now and
as you grow
and evolve.
Experience
Experience
We have
deep
experience in
all aspects of
ERP, HRIS and
CRM. It's in
our DNA.
Fully
Fully
Integrated
Integrated
Solutions
Solutions
Size and
Size and
Strength
Strength
We've seen a
lot with
3,000 clients
and ensure
our solutions
work
together to
fit your
business
needs.
Designed to
ensure
consistent
personalized
local support.
Global
Presence with
local
attention.

8. Where We’re Going
•
Global Presence with Local
Attention
•
2016
Expanding our breadth and
depth of services
•
Focusing and specializing in
core practice areas to give
your business the attention
it needs
2015
2013
2012
2011
2014

9. BAASS Connect History
• 16th Annual Conference
• (formerly known as ACCPAC
Live)
• Four Locations:
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Edmonton
London
Burlington
Toronto
• This Year’s Focus
• Sage HRMS
• Sage CRM
• Sage 300 ERP

10. Today’s Agenda

11. End of Day
• Evaluations Drop Box
• PD Credits Available for CA,CMA, and CGA
• Prizes:
• 2 Tickets to the Leafs Game
in Miami, Florida
(including flight and hotel stay)
• Prizes and Promos
• You must stay until the end to win!

12. Meet our Exhibitors
“BAASS works with numerous third
party solution providers. All having
something unique to bring to the
table; a new outlook, increasing
efficiencies, or simply reshaping our
approach to workflow.
Our third party solution providers
are an extension of our team and its
that trust that allows us to offer
those solutions to you, our valued
client.”

13. ACDEV Software
Paul Wong & Jean Lavoie
• ACDEV develops applications offering seamless
integration with your accounting suite
– Point of Sale (POS) Systems
– Webstore

14. BI Metrix
Ram Hasson
• BI-Metrix’s Business Intelligence solutions help small
and mid-size businesses optimize processes, save
money, and improve decision-making through the
power of information.
• Specialize in the three pillars, BI - analysis, reporting
and planning.

15. Edisoft EDI
Kelvin Takhar
• EDI Solutions that integrate with virtually any accounting or
ERP system
– Specializes in Sage and Microsoft ERP markets
– Edisoft’s Merchant for EDI Suite includes its own built in
VAN, communication & translation modules
– Maintains thousands of “plug in” Trading Kits for NA
Market

16. ICINITI
Bill Parkinson
• Develops integrated ecommerce solutions for Sage 300 ERP
• Internationally recognized. Installations in 8 countries across
5 continents
• Provide scalable solutions that are turn key
• Recognized as Sitefinity’s 2012 Development Partner of the
Year

17. Industrios Manufacturing
Linda Schleihauf & Dan Court
• Designed to meet the needs of discrete manufacturers
• Make to order, make to stock, assemble to order, configure to
order, & mixed mode manufacturing environments
• Integrated with Sage ERP Accpac, positioned for small to mid
sized manufacturers to scale as they business grows

18. Manusonic
Dan Papakonstantino
• Develops time clock & labour tracking systems
– Simplify collecting & analyzing employees time
– Key reporting functionalities
– Designed to integrate with your existing back office
applications

19. North49
Mike Slater
• Develop a variety of solutions designed to enhance your Sage
300 ERP solution
– Webtelligence, eBusiness solution portal allowing you to
connect with your trading partners, customers, and
vendors
– Notes Alerts tool for Sage 300 ERP

20. Orchid, Systronics, Pacific Technology, Norming
Software, Autosimply and Peresoft RecXpress
Rob Lavery
• Development partner for Sage 300 ERP addressing real world
issues
– Inter Entity Transactions
– EFT Processing
– Return Material Authorization (RMA) & Repair Tracking
Solutions

21. RedTail Solutions
Jeff Franklin
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Managed EDI Cloud Service
Integrated with Sage 300 ERP
Warehouse and 3PL Links
No Software to buy
Low up-front cost – All inclusive pay-per transaction

22. TimeLinx
Sean Hutchinson
• Complete Service Management Solution
• Manage Projects, Tasks, Schedules, Job Costs, Expenses and
more inside your CRM
• Take control of your service operations anytime and
anywhere
• ERP integration tool

23. XM Symphony
Sean Fleming
• XM Symphony, the next-generation in ecommerce
• XM Symphony can help you create a web store that can talk
to your Sage 300 ERP accounting system in real-time
• Provides simplified Credit Card payment setup by providing
SSL certificates directly as well as partnering with
international payment gateway’s to offer your consumers
choices.

24. Meet the Team at Sage
David Beard
CRM Principal, Sage CRM
Deana Derry
Regional Sales Manager,
Sage Employer Solutions
Debbie Hill
Derrick Lildhar
Jennifer Schwarz
Randy Bacchus
Solutions Engineer
Regional Sales Manager
Product Manager,
Mobile Apps and Web Services
Solutions Engineer,
Mid-Market and CRM Sage