Method
These two sessions will provide participants with a ‘sneak peak’ of the next evolution of Method CRM, as well as outline practice strategies for Method consulting.
Method: Evolution and Consulting (2 Session Series)
These two sessions will provide participants with a ‘sneak peak’ of the next evolution of Method CRM, as well as outline practice strategies for Method consulting.
Sneak Peak at the Next Evolution of Method CRM
Last year at Scaling New Heights, the current version of Method CRM was revealed; now, Method is launching some radical changes to their product that impact both the out-of-the-box users of Method CRM as well as the Method Solution Providers who provide custom designed Method solutions for clients. In this session Paul Jackson, founder and CEO of Method, will unveil this new technology and architecture so Method Solution Providers can start the journey toward incorporating these changes into their practices.
Paul Jackson is passionate about small businesses and the gears that make them turn. As the founder of Method Integration, the combination of his background in finance and his software development experience provide a unique ability to see unconventional solutions to everyday challenges. Prior to starting Method in 2006, Paul founded QXpress Scheduling Software in 2001 which was then sold to MDS in 2010. In additional to Method Integration, Paul runs Alocet Investments which provides seed capital to a portfolio of Toronto area tech start-ups.
Method Consulting Strategies
Method configuration engagements are often very complex and time consuming. As a result, you must leverage proven strategies to manage the project (and client relations/expectations) if you are going to stay on schedule and on budget with your engagement. This session, led by Danny DoCouto, will empower you in your Method consulting with practice, proven strategies from an expert panel of experienced Method Solution Providers.
Danny Do Couto is the Director for Method Solution Providers channel. His passion is helping accountants, consultants and product developers with implementing Method into their businesses. He frequently travels throughout the United States and Canada spreading the word about Method and is a regular contributor to the Method Integration blog.