Perspectives 2009
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Agenda
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Agenda

We'll be updating this agenda page as the conference grows closer.

Education and Training

SUNDAY EXTENDED EDUCATION SESSIONS
These elite four-hour training sessions are developed and conducted by our implementation and services experts. These sessions enable in-depth, product-specific training with your own computer, small class size, and direct access to technical experts. Valued at over $750.00, these are a special training opportunity at Retail Perspectives and cost only $250.00 for a fast conference ROI. Please add these to your agenda during the registration process.

Agenda at a Glance

Date

Time

Session Title

Session Description

Product Interest

Theme

Sunday, Oct. 4 8:00am - 12:00pm Loss Prevention Blueprint Learn how to build a Loss Prevention department from the ground up. How to start, steps to take, things to consider and who to involve. Practical advice on structure, functions, tools and partnerships. This four-hour course is designed to get you started in the right direction.
Loss Prevention
Sunday, Oct. 4 8:00am - 12:00pm Sales Audit Advanced Topics
Learn the advanced analytical abilities of your (NSB) Sales Audit application. Based on the 4.1 release of Sales Audit, this informative half-day session will walk through The Customer Liability module including promotion management and balance write-offs; will explore the capabilities of the SOS Module, Store Performance and Tax Reporting.
Sales Audit
Sunday, Oct. 4 8:00am - 12:00pm Intro to Query Designer: Data Mining 101
Your systems contain a wealth of information. This half-day training session will walk you through the basics of how to mine your data and pull out the critical pieces of information you need to run your business efficiently through the Smartlook query engine. We'll teach you what you need to know to get started, walk you through creating your queries and views, and provide time saving tips along the way.
Merchandising; Sales Audit
Sunday, Oct. 4 8:00am - 12:00pm CRS RetailStore: Intro to PromoEvents
Attend our Intro to PromoEvents course to learn about the "Anatomy of a Deal". Our course instructor will guide you through the power of the Promotional Events Module and how to best leverage the intricacies of its outstanding functionality. We’ll cover Events, Deals, Transaction Based Deals, Qualifiers, Benefits, Exclusions, Supported Deals and demo, Bounceback Coupon Functionality, and Spreading Options and Receipt Structuring.
 
CRS RetailStore
Sunday, Oct. 4 12:00pm - 1:00pm Lunch for Extended Education attendees
Sunday, Oct. 4 1:00pm - 5:00pm Loss Prevention: Analyze This!
Sharpen your Connected Retailer Loss Prevention expertise in this hands-on Data Analysis best practices for Connected Retailer LP users. Using CR LP, participants will learn how best to employ the features and functions of the CR LP application to analyze common LP issues and determine next steps. This four-hour session is offered to current users of Connected Retailer Loss Prevention.
Loss Prevention
Sunday, Oct. 4 1:00pm - 5:00pm Query Designer Advanced Topics: Take your queries to the next level
Are you sometimes unsure how to extract specific information from the Smartlook meta-data or how to put together a complex report most efficiently? This half-day training session is perfect for you! For advanced users, this class will teach you the advanced features of the Smartlook query application and will enhance your ability to deliver the complex reporting and information data sets required in today’s fast paced and ever-changing work environment.
Business Intelligence; Merchandising; Sales Audit
Sunday, Oct. 4 1:00pm - 5:00pm CRS RetailStore: Configuring Your System
Attend our Configuring Your System course to understand how you can leverage our configuration engines to take advantage of the retail best practices that are built directly into our system.
 
This course will provide an intro to CRS.RetailStore.Administrator.exe, CRS.RetailStore.TimeandAttendace.Administrator.exe, RetailStore.Inventory.Administrator.exe, and CRS.RetailStore.Security.Administrator.exe.
 
You’ll learn how to make configuration changes in the field using scripting and EOD polling solutions, RetailStoreTM Central, and transaction based deals. Finally, you’ll see a configuration “interactive” demo, covering the Top 10 changes.
CRS RetailStore
Sunday, Oct. 4 4:00pm - 8:00pm Registration
Sign in and pick up your badge and conference package. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Sunday, Oct. 4 6:00pm - 8:00pm Welcome Reception
Get to know or reconnect with some of your peers over cocktails, tasty hors d'oeuvres, and other gastronomic treats! Meet your fellow conference goers and the Epicor personnel who'll be accompanying you during the next activity-packed days. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS

Date

Time

Session Title

Session Description

Product Interest

Theme

Monday, Oct. 5 7:00am - 8:00am Breakfast
Buffet breakfast in the Showcase.
Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Monday, Oct. 5 8:15am - 9:00am Epicor welcoming address

Senior executives George Klaus, Chairman, President and CEO of Epicor, and David Henning, Executive Vice President and General Manager of Epicor Retail, welcome you to Epicor Retail Perspectives 2009.



 

Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Monday, Oct. 5 9:00am - 10:00am Keynote: Ken Schmidt, Branding Guru and Former Director of Communications for Harley-Davidson
The former director of communications for Harley-Davidson Motor Company, Ken Schmidt played an active role in one of the most celebrated turnarounds in corporate history. "How the people of Harley-Davidson were able to turn this great company around, as successfully as we did, makes for one of the best business stories of all time," he says. His presentation, "Make Some Noise", is a fascinating story of building an entirely new corporate culture, of rekindling relationships with customers, and reaching out to new ones in completely untraditional ways. After all he has accomplished, his philosophy of life and business has remained the same: "Never do what’s expected, make yourself as noticeably different as possible, and have a lot more fun than you’re supposed to."
 
Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Monday, Oct. 5 10:00am - 10:30am Morning break
Coffee and tea served in the Showcase. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Monday, Oct. 5 10:30am - 12:00pm General session: Enterprise/Cross-Channel Order Management Roadmap
Join us as we unveil the roadmap for our enterprise solutions, and discuss how we’ve aligned our strategy with the business realities you are dealing with today.  We’ll preview the features and business benefits of our new platform Assortment Planning application, our top ranked Loss Prevention Solution as well as the details of the latest releases of Merchandising, Planning, Warehouse Management and Sales Audit.  Learn how Business Intelligence will drive your business further ahead, and how we are expanding our Cross Channel Order Management offering to support the expectations of today’s changed consumer. Business Intelligence; Enterprise Selling; Loss Prevention; Merchandising; Planning; Sales Audit; WMS
Monday, Oct. 5 10:30am - 12:00pm Around the CRM World in 90 Minutes! Team up and test your knowledge of Insights Manager.  You will receive a hands-on tour of CRM by completing tasks in the system.  Points will be awarded to the first team who finishes the task and gets the answer right.  Be the first team to answer the bonus questions correctly and win extra points! CRM
Monday, Oct. 5 12:15pm - 1:15pm Networking Lunch Enjoy lunch and conversation on a variety of topics. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Monday, Oct. 5 1:15pm - 2:15pm Catching the Loss Prevention Train: All Aboard!
Strengthen your corporate Loss Prevention identity by sending positive and empowering communications throughout your organization. Epicor LP Experts share key advice on how best to connect to your audience through the web and physical in-store LP awareness centers.
Loss Prevention; Sales Audit Improving profitability
Monday, Oct. 5 1:15pm - 2:15pm Leveraging Social Networking to Build and Retain a Loyal Customer Base
Social networking is growing by leaps and bounds. Every year, increasing numbers of people join one or more of the popular networking sites,  such as Facebook, Twitter, and MySpace. Learn how you can tap into the benefits of social networking to expand your customer base, drive promotional sales and create customer loyalty.
CRM Improving customer experience
Monday, Oct. 5 1:15pm - 2:15pm Intelligent Customer Service
Are your associates competing with web data? Help them be your stores' added-value -- with better tools, better information, and more informative training. This session will feature ideas and practical examples for arming your sales associates with more data than ever before. The result? Higher sales!
CRS RetailStore; NSB Store Improving customer experience; Leveraging new opportunities
Monday, Oct. 5 1:15pm - 2:15pm Markdown Optimization
As today’s shoppers are even more cost-conscious, you need to be able to squeeze as much profit as you can from each piece of merchandise you sell. As a result, scientific markdown optimization is even more relevant today than it was last year. Attend this session to get the inside track on the latest in markdown optimization tools. Merchandising; Planning Improving profitability
Monday, Oct. 5 2:30pm - 3:30pm Exploring New Sales Channels Space may be the final frontier, but other foreign markets on our very own planet can seem just as alien to the single geography or single channel retailer. As many North American retailers look to expand beyond their mature home markets, international ecommerce and franchising are examples of business models that are helping them navigate new territories. Attend this session to learn how you can shrink the world of opportunities to a manageable size.
Merchandising; Planning Leveraging new opportunities
Monday, Oct. 5 2:30pm - 3:30pm PCI: Industry Requirements and Trends from the Experts  The Payment Card Industry’s Data Security Standard (PCI-DSS) specifies requirements for protecting payment account data through appropriate policies, procedures, and software and network architecture. Although the standards have been in place since January 2005, becoming PCI compliant has proved a challenging and sometimes frustrating process for many retailers. Join Epicor Retail clients and a PCI Qualified Security Assessor to discuss industry requirements, trends, and experiences associated to PCI compliance, and the steps they have taken to overcome key hurdles. NOTE: This session will be repeated Tuesday, Oct. 6 at 1:15PM. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS Leveraging new opportunities
Monday, Oct. 5 2:30pm - 3:30pm Mobile Mania In retail, mobile devices are becoming mainstream. Consumers are challenging retailers to let them interact with the retailers’ devices in more exciting ways. And retailers are responding. Consumers are also bringing their own mobile devices on their shopping trips. Now, retailers are setting their sights on ways to help consumers get the most from their mobile devices during those shopping trips. Join Epicor, our partners and clients as we show you how the mobile space continues to evolve and how today’s mobile excitement will be tomorrow’s service expectation.  CRS RetailStore; NSB Store Improving customer experience
Monday, Oct. 5 2:30pm - 3:30pm Cost Savings with CRM Maintenance and Data Hygiene  What is the true cost of mailing to a “bad” address? What the opportunity cost of not mailing to a “good” customer? If a bad address ends up in your CRM database, how long will it stay there? Join Geoff McGehee, Director of Database Marketing at Casual Male Retail Group, as he discusses how his team uses simple and advanced POS and CRM procedures, such as real-time validation, list maintenance, and postal hygiene to reduce their mailing costs and cleanse their data – and improve the profitability of their direct marketing programs. CRM Improving profitability
Monday, Oct. 5 3:30pm - 4:00pm Afternoon Break Refreshments served in the Showcase. Business Intelligence; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Monday, Oct. 5 4:00pm - 5:00pm One-to-one meetings
This is your chance to talk directly with Epicor representatives about anything on your mind. Please book an appointment beforehand with an Epicor executive or manager or onsite at the Registration desk. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Monday, Oct. 5 6:00pm - 7:00pm "Meet the Vendors" Cocktail Hour
Enjoy cocktails in the Solution Showcase as you learn more about our partners and what they can do for you. You'll have time to explore the many exhibition areas before heading out to one of Montreal's great restaurants!
Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Monday, Oct. 5 7:30pm - 10:00pm "Taste of Montreal" restaurant dine-around
We've selected two of Montreal's best-loved restaurants -- Le Mas des Oliviers and Da Emma -- to host our always popular "Taste of Montreal" evening. Wherever you end up, you're sure to enjoy some great food and wine, and sparkling conversation!
 
Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS

Date

Time

Session Title

Session Description

Product Interest

Theme

Tuesday, Oct. 6 6:45am - 7:30am Tuesday morning exercise
Need to shake out the cobwebs? Get geared up for the day's events with an invigorating run, jog or walk through downtown Montreal. All abilities welcome! Meet up in the lobby of the Queen Elizabeth at 6:45 a.m.
Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Tuesday, Oct. 6 7:30am - 8:30am Breakfast
Buffet breakfast in the Showcase. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Tuesday, Oct. 6 8:30am - 9:00am Industry Insights with John Hiraoka
 
John Hiraoka, Senior Vice President and CMO of Epicor, welcomes you to Day Two!  In this session, he will discuss the challenges facing today’s retailer and how retailers are using technology to overcome those challenges.  He’ll also provide an update on current and future technology trends in the retail industry. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Tuesday, Oct. 6 9:00am - 10:30am General session: Store/CRM Roadmap
Next Generation Store and CRM technology. New functions, capabilities, technologies, platforms, databases and devices! Find out from the Epicor product management and technology team how our investment in technology and customer focus is driving our roadmap to support the expanding need for application execution, extensibility, interoperability and differentiation. CRM; CRS RetailStore; NSB Store Leveraging new opportunities
Tuesday, Oct. 6 10:30am - 11:00pm Morning break
Coffee and tea served in the Showcase. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Tuesday, Oct. 6 11:00am - 12:00pm Retail Crossfire: Store Technology and Operations Join Duncan Taylor in a lively debate with a panel of retailers and industry experts as they tackle questions affecting the retail industry, such as technology adoption, store operations, the drive for increasing spend and loyalty, retail best practice and customer service excellence. CRS RetailStore; NSB Store Improving profitability
Tuesday, Oct. 6 11:00am - 12:00pm What's new in Epicor Loss Prevention
Introducing...Epicor Loss Prevention 5.0. Using the latest .NET technology, it offers more features and greater flexibility in a highly automated and easy-to-use package. In this session, you’ll get acquainted with LP 5.0’s robust set of system-defined KPI's, the enhanced event dashboard, the scoring schema, the vast set of reports and our case manager tools. Let us show you how to identify fraudulent and operational issues, deter further transaction-based fraud, and cultivate a positive work culture. We’ll also introduce our new Loss Prevention Services, including Auditing, Education, Consultation, Reporting, Investigation and Recovery. Learn how we can help you fully leverage your Loss Prevention application, improve ROI, and place your Loss Prevention department on the fast track to success! Loss Prevention; Sales Audit Leveraging new opportunities
Tuesday, Oct. 6 11:00am - 12:00pm Cross-Channel Insights: Perspectives from a Global Multinational Retailer Aurora Fashions owns, develops and manages the performance of some of the UK's most respected women's retailers -- Karen Millen, Coast, Warehouse and Oasis – these are brands that address several Womenswear fashion market sectors. Globally, they account for 1,377 stores in 45 countries. Join John Bovill, the Group’s IT Director, as he discusses Aurora's UK cross-channel integration strategy and offers his insights into the reasons for their continued success. John is a popular and well-respected speaker on multichannel retailing in the UK. All Leveraging new opportunities
Tuesday, Oct. 6 11:00am - 12:00pm CRM From the Ground Up: One Retailer's Story Have you ever wanted to be a fly on the wall at another retailer's CRM department? Well, now you can! In this session, Tommy Bahama will share their CRM story from the ground up. They'll share with you how they got started with CRM, the challenges they've faced along the way, and what they are gaining (and saving) by using segmentation and modeling to target the right customers at the right time. CRM Improving profitability
Tuesday, Oct. 6 12:15pm - 1:15pm Networking Lunch Enjoy lunch and conversation on a variety of topics. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Tuesday, Oct. 6 1:15pm - 2:15pm Your Next Generation Customer What will your customers demand in the next few years? As today’s tweens become tomorrow’s teens and beyond, how are they interacting with retailers? What demands will they make of you? Gain some fascinating insight from Build-A-Bear Workshop as they strive to respond to this demand, and excel in this media-savvy socially-networked new world order! CRS RetailStore; NSB Store Improving customer experience
Tuesday, Oct. 6 1:15pm - 2:15pm Combination Campaigns – What Media Mix Works Best? Have you been thinking of using a combination of methods to contact your customers for your campaigns or special events? With all of the choices out there from traditional mail, e-mail, phone, and now text messaging, have you wondered which combination works best?  If so, then join us to find out what other retailers have tried. You’ll learn how to execute a combination campaign and hear case studies from the retail industry with actual response rates. CRM Improving profitability
Tuesday, Oct. 6 1:15pm - 2:15pm PCI: Industry Requirements and Trends from the Experts  The Payment Card Industry’s Data Security Standard (PCI-DSS) specifies requirements for protecting payment account data through appropriate policies, procedures, and software and network architecture. Although the standards have been in place since January 2005, becoming PCI compliant has proved a challenging and sometimes frustrating process for many retailers. Join Epicor Retail clients and a PCI Qualified Security Assessor to discuss industry requirements, trends, and experiences associated to PCI compliance, and the steps they have taken to overcome key hurdles. NOTE: This session is a repeat from Monday, Oct. 5 at 2:30PM. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS Leveraging new opportunities
Tuesday, Oct. 6 1:15pm - 2:15pm Implementing the Enterprise Hear from two Retail CIO’s who have been there, seen it, and done it! They’ll share their tips and tricks, and lessons learned when implementing our Enterprise applications (Merchandising, Planning, Sales Audit and more). Merchandising; Planning; Sales Audit Leveraging new opportunities
Tuesday, Oct. 6 2:30pm - 3:30pm Extending Selling Beyond the Store It’s crucial to maximize every sales opportunity. This session will show you how to ensure that every customer is given a "yes we can" reply to their needs. You'll get a quick fly-by on how our solutions are being leveraged in the cross channel space today. You'll also learn how Sport Chalet uses Epicor solutions to maximize every sales opportunity and how Epicor is responding to retailers' needs to join all the dots together and provide an end-to-end solution for cross-channel customer order management. CRS RetailStore; Enterprise Selling; NSB Store Leveraging new opportunities
Tuesday, Oct. 6 2:30pm - 3:30pm Business Intelligence For All Learn how a specialty retailer is making use of data that uncovered by the Epicor Retail BI suite, and how they are leveraging new deployment options to get all business areas on the same page.   Business Intelligence; Merchandising; Planning; Sales Audit Leveraging new opportunities
Tuesday, Oct. 6 2:30pm - 3:30pm POS Customer Data Capture, Key to Good CRM! Learn methods to encourage better data capture from sales associates and increase data quality. Learn how to reduce maintenance tasks and get accurate CRM reports. CRM Improving profitability
Tuesday, Oct. 6 2:30pm - 3:30pm The Loss Prevention Treatment Explore the impact of Loss on the health of your organization. Learn how a strong LP presence will reduce costs, enhance the customer experience, improve employee morale and open up new opportunities for your business. Loss Prevention; Sales Audit Improving profitability
Tuesday, Oct. 6 3:30pm - 4:00pm Afternoon break Refreshments served in the Showcase. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Tuesday, Oct. 6 4:00pm - 5:00pm One-to-one meetings This is your chance to talk directly with Epicor representatives about anything on your mind. Please book an appointment beforehand with an Epicor executive or manager or onsite at the Registration desk. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Tuesday,  Oct. 6 6:00pm - 7:00pm Cocktail Hour Enjoy a pre-dinner cocktail in the Showcase. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS
Tuesday, Oct. 6 7:00pm - 11:00pm Closing Dinner and Party Celebrate the end of the conference in grand style!
Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit; WMS

Date

Time

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Session Description

Product Interest

Theme

Wednesday, Oct. 7 8:00am - 10:00am Breakfast Buffet breakfast is served. Business Intelligence; CRM; CRS RetailStore; Enterprise Selling; Loss Prevention; Merchandising; NSB Store; Planning; Sales Audit

 

Perspectives 2009
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