Harmony at TUG CONNECTS 2026

Sales performance and inventory visibility are the core of distribution analytics — and they are also where the gap between what CSD contains and what managers can actually see tends to be widest. Dragon Pack Operations closes that gap inside Birst, with no additional license and no data leaving your Infor IOS environment. This session will also touch on Dragon Pack Audit — giving attendees a look at what change visibility looks like when it lives in the same environment as your operational data.


In this live demo, you will see how distribution companies are using Dragon Pack Operations and Audit to give sales teams, branch managers, and operations leaders a clear, actionable view of their business, including:

• Sales Performance — rep-level and branch-level visibility into what is moving, what margins look like, and where performance is trending
• Inventory Visibility — real-time stock status, movement patterns, and exception-based alerts built directly on your CSD data
• Role-Anchored Dashboards — structured by role so managers get the answers relevant to them without needing to know how to build a report
• Operational Exceptions — AP/AR aging, open orders, and backlog visibility surfaced in context alongside sales and inventory data
• Branch and Regional Comparisons — side-by-side performance views that give leadership the picture across locations in a single dashboard
• Audit Visibility — a look at how Dragon Pack Audit surfaces what changed, who changed it, and when — directly alongside your operational data and without a separate tool or license
• Live Access — how Birst's Live Access feature delivers real-time inventory visibility directly inside CSD and what that looks like in a production environment today

We will walk through real dashboard scenarios built for distribution use cases and show how the structured design means your team spends time acting on data instead of hunting for it. If you have been waiting for a reason to open Birst every morning, this is it.


Try Dragon Pack Operations at TUG — Special Member Offer

- Free 2-month trial in live production — exclusively for TUG members

- Free while you are in-flight — no cost during your active CSD implementation

- Monthly subscription, always month-to-month — no long-term commitment, cancel any time


Stop by the ADG booth to sign up or speak with a member of the team in the room.

Learn how Infor distributors use Phocas to get instant visibility into sales performance, customer trends, and rep activity — and how to surface the opportunities and risks that matter most, without manual digging.

Key Takeaways:

1. Turn your Infor data into answers, fast. See how Phocas integrates directly with your Infor ERP to give sales and operations teams a clear, real-time view of performance across customers, products, branches, and reps — no manual exports or spreadsheets required.

2. Maximize revenue by focusing effort where it matters most. Insights helps sales reps and managers identify which customers deserve more attention, which are showing early signs of churn, and where the biggest growth opportunities lie — so your team spends less time guessing and more time acting on accounts that move the needle.

3. Already a Phocas customer? Here's what you might be missing. Whether you're new to Phocas or looking to get more out of your existing setup, this session will show practical ways to extend what you already have and take your sales and operations reporting to the next level.