Harmony at TUG CONNECTS 2026

Can you say with 100% certainty which of your customers are driving profits and which are secretly draining them? In this session, we will show real- life examples of how customer stratification has transformed the way organizations leverage this proven business model to drive process change across all their customer- facing activities.

AI is changing how tax teams manage compliance, but not all solutions deliver real value. This session explores where AI is already improving tax processes today, from classification to research and anomaly detection. Learn how to separate meaningful innovation from noise and identify practical ways to apply AI in your compliance strategy.

This demo session highlights what's new in Phocas Financial Statements and Budgets & Forecasts — and shows how the latest features make financial reporting, planning, and collaboration faster and more flexible than ever.

Key Takeaways:

1. Real-time financial visibility, directly from your Infor data. See how Phocas Financial Statements eliminates the manual effort of linked spreadsheets and error-prone exports, giving finance teams accurate, up-to-date P&Ls and reports they can trust.

2. Budgeting and forecasting built for the way distributors actually plan. Phocas Budgets & Forecasts makes it easy to build, update, and collaborate on plans without the version control headaches. We'll demo the latest features that give finance leaders more flexibility and control over the planning process.

3. Already using Phocas for finance? Here's what's new. We'll walk through recent product updates and new capabilities in Financial Statements and Budgets & Forecasts — so you can leave knowing exactly how to get more out of what you already have.

Managing exemption certificates manually can create gaps, errors, and audit exposure. In this demo, see how Avalara Exemption Certificate Management helps automate collection, validation, and storage of certificates. Learn how to centralize your process and improve compliance with less manual effort.

Your ERP was built to manage your business — but it wasn't built to run your AR department. Join us to explore how AI is closing the gap: automating cash application, streamlining collections, and giving AR teams back the time they spend on manual work. We'll also take a look at Billtrust's current capabilities and what's coming on the roadmap — so you leave with a clear picture of what's possible today and where the technology is headed.

Most manufacturers and distributors rely heavily on their ERP systems but only use a fraction of their capabilities to drive revenue. In this session, we’ll walk through a quick framework to identify where businesses are losing efficiency, missing opportunities, and limiting growth within their current ERP and buying experience. This is a live preview of the ERP Revenue Audit we’re offering at the show, designed to uncover actionable insights in minutes.

All Infor CSD customers have Birst. Not all of them are using it to its potential. Since Dragon Pack launched in 2023, Agile Dragon Group has worked with distributors across the country to turn their standard Birst license into a genuine platform for operational and financial change — without new software, without data leaving their Infor environment, and without the implementation risk that comes with bolting on a third-party tool.


In this session, ADG will walk through how customers across distribution verticals have used Dragon Pack to solve problems they had been working around for years, including:

• Audit Visibility — surfacing what changed, who changed it, and when, without manual research or a separate tool
• Financial Reporting — GL history, reconciliation, and bank-ready outputs that finally match what the accounting team needs
• Cross-System Integrated Reporting — combining data across CSD and ISM into a single reporting layer without leaving the Infor environment
• External Data Integration — bringing outside sources like DQT directly into Birst to enrich what CSD already knows
•  Go-Live Readiness — moving from gut-feel to data on whether CSD users are ready before the truck rolls
• Custom Capabilities and Analytical Maturity — extending Dragon Pack to reflect each organization's unique workflows and evolving reporting needs
• Live Access — how Birst's Live Access feature is being used in production today to deliver real-time inventory visibility inside CSD

What makes this session unique is who will be in the room. The full ADG development team — the people who actually built the solutions currently running in production — will be present and available for questions. Current Dragon Pack customers are invited to attend, see what others in the community have been achieving, and share their own experience firsthand. If you are already a subscriber, this is your chance to see the full picture of what the platform has become. If you are evaluating, there is no better room to be in.


Try Dragon Pack 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.

Many distributors operate without a clear framework for measuring performance or tracking progress toward their goals. Without proper metrics, companies drift—uncertain of their current position, destination, or whether they've arrived. In today's competitive environment, distributors must leverage metrics, measurements, and objectives to drive performance and achieve tangible results. When implemented correctly, these tools create systematic improvements in accuracy, consistency, and efficiency, ultimately strengthening profitability, enabling smart growth, and enhancing the customer experience.

Join distribution expert Grant Howard of the Grant W. Howard Company for a transformative session on using metrics, measurements, and objectives to generate real results. Grant will identify the critical metrics your company should monitor, demonstrate how to set achievable objectives, and outline proven strategies for reaching them. The discussion will cover business intelligence, analytics, dashboards, KPIs, scorecards, performance indicators, management by exception, and other essential tools. You'll explore practical approaches for improving your bottom line, elevating customer experience, and unlocking growth potential.

This session is platform-agnostic and valuable to all distributors, regardless of which Infor systems you use. Don't miss this high-impact opportunity to learn what it takes to move the needle and drive meaningful results in your organization.

Grant Howard is a recognized authority in the distribution industry, specializing in inventory management, operational excellence, systems optimization, and driving profits, customer satisfaction, and growth. With extensive hands-on distribution experience and service on multiple boards of directors and advisory boards, Grant brings a comprehensive perspective—from the warehouse floor to the executive suite. His results-driven approach delivers outcomes rather than leaving success to chance.

Sales tax obligations are expanding as distributors grow into new markets, channels, and product lines. With changing nexus rules and varying state requirements, it’s easy to fall behind. This session highlights where risk commonly emerges and how to stay ahead of evolving compliance demands.

• Recognize common triggers that create new sales tax obligations 

• Understand how state-by-state differences increase compliance complexity 

• Learn how automation can help reduce exposure and improve visibility

Finance teams in distribution have historically lived with a difficult choice: build reports manually in legacy tools, invest in a separate financial analytics platform, or go without. Dragon Pack Financials is a third path — built natively inside Birst on your existing Infor license, with income statements and balance sheets that match to the penny and a full-service delivery model that gets finance teams live faster than any self-serve alternative. And increasingly, customers who have been running on-premises financial reporting solutions are finding that the cloud-native alternative they have been looking for has been inside their Infor environment all along.





In this session, Ching Cooper will walk through what financial reporting looks like when it lives inside your Birst environment — and share what a growing number of customers migrating from on-premises financial platforms are discovering when they make the switch, including:

• GL History and Reconciliation — complete general ledger visibility with outputs that match what your accounting team and auditors expect
• Income Statements and Balance Sheets — bank-ready financial reporting built on your CSD data, matched to the penny
• On-Premises to Cloud Migration — how customers have moved their financial reporting out of on-premises tools and into Birst, what the transition looked like, and what they would do differently
• Financial Platform Migration — what customers moving from other standalone financial reporting tools are experiencing, and why Dragon Pack Financials is becoming the destination of choice for CSD customers re-evaluating their analytics stack
• Full-Service Delivery Model — provide your CSD credentials and ADG does the rest, getting your finance team live without requiring internal Birst development resources

This session is particularly relevant if your organization is currently running financial reporting in an on-premises tool and wondering what the path forward looks like. Come hear directly from the team building these solutions — and from the customers who have already made the move.



Try Dragon Pack Financials 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.

Tax compliance doesn’t stop at calculation. This session demonstrates how Avalara integrates with your systems to automate tax determination, reporting, and filing across jurisdictions. See how automation can help reduce manual processes and support more accurate compliance as your business grows.