Affordable World Class Business Intelligence.

Scaling New Heights 2013

The York Group is proud to be a Gold Sponsor of Scaling New Heights 2013.

We are in charge of the events below.

Monday, June 24, 2:30 - 4:00 PM
Extending QuickBooks Functionality and Reporting for Larger Organizations

Improve SME reporting and analysis capabilities without costly and disruptive systems upgrades and conversions by optimizing QuickBooks reporting and consolidation tools with Zeus BI™. In the process, get the ability to consolidate multiple GLs, much more advanced reporting and analysis (including the addition of other data, and better cash flow reporting), and Business Intelligence. It’s like putting a Corvette ZR1 engine in your 69 GTO. This leading edge technology increases the performance and functionality, supporting larger organizations and extending your investment in QuickBooks, giving it new life, reporting speed and capabilities. This session includes multiple demonstrations and a Q&A session.

Tuesday, June 25, 9:00 PM
Raffle Winner Night Time Cruise

Wednesday, June 26, 12:10 – 4:00 PM
Business Intelligence Technology for the ProAdvisor

This hands-on workshop is for QuickBooks ProAdvisors who want to help clients better understand their business dynamics and enhance their decision process. Attendees learn and immediately start deploying BI tools to produce standard and custom BI Dashboards and Reports. Using client files (in complete confidence) the workshop assists Attendees in creating a business case study for their client. Attendees leave the workshop with the ability to help clients realize the value of BI Reporting in their daily company operations, resulting in greater growth and profitability in the Attendees business practice. Attendees learn how to:
  • Establish a baseline with definition, components and goals of business intelligence and the differences between presenting data and information in reports versus analyzing and presenting enriched data and information to assist business owners understand their company’s performance in real time.
  • Quickly and easily extract QuickBooks data and create a Consolidating Reporting Repository (data warehouse).
  • Review customization procedures for integrating external data into the data warehouse for added reporting capabilities.
  • Define key metrics and generic topics to kick start a BI program, including financial, sales, budget vs actual and KPI intelligence and how to grow the program over a client’s life cycle.
  • Report locally for analysis using an Excel add-in and other tools in addition to easily distributing dynamic and real time BI dashboards and reports via a Rich Internet Application (RIA).

Further, Attendees see examples of solutions for customers. Attendees are encouraged to bring a laptop with a working copy of QuickBooks and a customer file they would like to convert to BI. Datasets are made available for attendees who cannot bring a specific client reference.

Jedox BI Suite

Jedox BI Suite has emerged as the world's top-rated BI software. Use it in your organization for planning, budgeting, forecasting, reporting, graphic visualization, performance management and other tasks.

Click here to learn more.


York Group BI
42 Farview Road
Hopewell Junction, NY 12533
United States of America



The York Group supplies the following services, and more:

Analysis & Consulting
Software Installation

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