Agenda

Get ready to experience Elevate! Experlogix’s premier client conference is happening in picturesque Park City, Utah, from June 11-13, 2024. Whether you’re new to Experlogix or a long-time client, Elevate is guaranteed to have something to sink your teeth into (literally and figuratively).   

Sessions

Mon June 10

03:00 PM
03:00 PM - 06:00 PM  MDT (180 Minutes)

Registration Desk Open

06:30 PM
06:30 PM  MDT

Pre-Conference Optional Activity

Tue June 11

09:00 AM
09:00 AM - 01:00 PM  MDT (240 Minutes)

Pre-Conference Optional Activities - Including 1:1 Product Expert Sessions



09:00 AM - 05:00 PM  MDT (480 Minutes)

Registration Desk Open



01:00 PM
01:00 PM - 01:30 PM  MDT (30 Minutes)

Elevate Kick Off & Session Review

01:30 PM
01:30 PM - 02:30 PM  MDT (60 Minutes)

Client Panel and Fireside Chat

02:30 PM
02:30 PM - 02:50 PM  MDT (20 Minutes)

Break

02:50 PM
02:50 PM - 03:45 PM  MDT (55 Minutes)

The Experlogix Story

Growth, Tooling and NextGen - Bill Fox, CEO & Executive Team Q&A
Bill Fox
CEO
Speaker
Bill Fox
03:45 PM
03:45 PM - 04:00 PM  MDT (15 Minutes)

Break

04:00 PM
04:00 PM - 05:00 PM  MDT (60 Minutes)

Experlogix Product Overview

06:30 PM
06:30 PM - 08:30 PM  MDT (120 Minutes)

Welcome Reception and Dinner

08:30 PM
08:30 PM  MDT

After Party - Champions Club

Wed June 12

07:00 AM
07:00 AM - 07:50 AM  MDT (50 Minutes)

Breakfast & Networking

08:00 AM
08:00 AM - 12:00 PM  MDT (240 Minutes)

Breakout Sessions

Schedule and sessions may change without notice.
08:00 AM - 08:50 AM  MDT (50 Minutes)

CPQ Advanced UX/UI & New Themes and NextGen Styles

Want to put categories side-by-side? Take your CPQ web interface to the next level with advanced users interface techniques, imaging, and learn about our NextGen themes and CSS styles.
Audience: CPQ Modelers/Developers
08:00 AM - 08:50 AM  MDT (50 Minutes)

Document Dreams: Advanced Conditions, Flows, and Next Level Document Automation

Wondering how you can enhance your documents and flows? Learn from
our DA team advanced techniques enabling your document automation to grow with your business.
Audience: DA Document Modelers2
08:00 AM - 08:50 AM  MDT (50 Minutes)

Experlogix Product Jams: CPQ/DA/DC

What does a development environment, eager attendee, and some coaching equal? An Experlogix Product Jam. With little or no experience, utilize a CPQ, Document Automation, or Digital Commerce Jam to develop quick Experlogix solutions that will be showcased in an all conference event. Our Jams will be a great opportunity to gain experience and results in Experlogix products you may not know. Bring your laptop and get started.
Audience: General
08:00 AM - 08:50 AM  MDT (50 Minutes)

It's Your Time: 1-on-1 CPQ/DA/DC Consultations

"The most valuable part of Elevate 2018. Accomplished more at conference than in weeks." Previous attendees have expressed that meeting with the Experlogix team was worth the investment. Save the chats and emails for later, walk-in or schedule a 1-on-1 with service lead or developer to discuss needs, give feedback, and work on next steps for your solution.
Audience: General
08:00 AM - 08:50 AM  MDT (50 Minutes)

CPQ Fundamentals: CPQ From the Ground Up

Nothing makes a new tool or process more clear than when you see your own products in Experlogix. In this session, we’ll go through the process of creating categories and options through the Option Import Utility. Topics will include: Setting up a text import, Creating Categories, Options, Assignments and Pricing, Basic Category Settings, and Publishing.
09:00 AM
09:00 AM - 09:50 AM  MDT (50 Minutes)

CPQ Client Demo

09:00 AM - 09:50 AM  MDT (50 Minutes)

NextGen: Experlogix CPQ Hosts ODATA/OAUTH Native Design Center Support

Ever need to query data from your browser-based CPQ host system and it required a .NET custom extension? Now Experlogix CPQ Design Center natively supports ODATA/OAUTH queries and security from the query engine. You will learn enough JSON to find the fields you need, and then see demonstrations of implementing and mapping query values.
09:00 AM - 09:50 AM  MDT (50 Minutes)

NextGen: B2B Unique Selling Points (USP) - Dynamic ERP Products

Looking to establish unique selling points (USP) across dozens or thousands of ERP-integrated products? Learn the possibilities to take your ecommerce solution to the next level of marketing, driving traffic and sales through your Experlogix digital commerce platform.
09:00 AM - 09:50 AM  MDT (50 Minutes)

Getting Started with Document Automation & Smart Flows

It's more than just the document, quote, or order PDF. How do you mananage that document over time? Where and how are you going to send it, sign it, or save it? Learn to automate your documents and related workflows through our Template Designer and Smart Flows.
09:00 AM - 09:50 AM  MDT (50 Minutes)

NextGen: Getting Started with Cloud Connect Introduction: Experlogix's New Integration Platform

What's new in Experlogix host integration? Adding flexibility and cross-platform support, Cloud Connect is Experlogix's up-and-coming integration platform for FNO, BC, CE, and Saleforce for Experlogix products.
09:00 AM - 09:50 AM  MDT (50 Minutes)

It's Your Time: 1-on-1 CPQ/DA/DC Consultations

"""The most valuable part of Elevate 2018. Accomplished more at conference than in weeks.""

Save the chats and emails for later, walk-in or schedule a 1-on-1 with service lead or developer to discuss needs, give feedback, and work on next steps for your solution.
Audience: General "
09:00 AM - 09:50 AM  MDT (50 Minutes)

Experlogix Product Jams: CPQ/DA/DC

"What do you get when you combine a development environment, eager attendees, and some expert coaching?

An Experlogix Product Jam. With little or no experience, utilize a CPQ, Document Automation, or Digital Commerce Jam to develop quick Experlogix solutions to be showcased in an all-conference event. Our Jams will be great opportunities to gain practical experience and results in Experlogix products you may not know. Bring your laptop and get started.
Audience: General"
10:20 AM
10:20 AM - 11:10 AM  MDT (50 Minutes)

Partner Session 1

10:20 AM - 11:10 AM  MDT (50 Minutes)

CPQ Fundamentals: Property Configuration - Input, Lists, Formulas, Queries

We have products to select, however, now it’s time to configure the attributes or properties of those products. What is the configured length, width, and price, for a given product, for example? Topics will include an overview of these property types: Constants, Formulas, Lists, Lookups, Inputs, Queries, Matches, Fields and Ranges.
10:20 AM - 11:10 AM  MDT (50 Minutes)

It's Your Time: 1-on-1 CPQ/DA/DC Consultations

"""The most valuable part of Elevate 2018. Accomplished more at conference than in weeks.""

Save the chats and emails for later, walk-in or schedule a 1-on-1 with service lead or developer to discuss needs, give feedback, and work on next steps for your solution.
Audience: General "
10:20 AM - 11:10 AM  MDT (50 Minutes)

Experlogix Product Jams: CPQ/DA/DC

"What do you get when you combine a development environment, eager attendees, and some expert coaching?

An Experlogix Product Jam. With little or no experience, utilize a CPQ, Document Automation, or Digital Commerce Jam to develop quick Experlogix solutions to be showcased in an all-conference event. Our Jams will be great opportunities to gain practical experience and results in Experlogix products you may not know. Bring your laptop and get started.
Audience: General"
11:30 AM
11:30 AM - 12:20 PM  MDT (50 Minutes)

DA Client Demo

11:30 AM - 12:20 PM  MDT (50 Minutes)

"Business Users CPQ Create Contactual Price Lists"

Business Users
CPQ Create Contactual Price Lists
11:30 AM - 12:20 PM  MDT (50 Minutes)

CPQ Fundamentals: Property Configuration - Field, Matches, Ranges

In this session we contine with property value configuration. Topics will include an overview of these property types: Matches, Fields and Ranges.
11:30 AM - 12:20 PM  MDT (50 Minutes)

It's Your Time: 1-on-1 CPQ/DA/DC Consultations

"""The most valuable part of Elevate 2018. Accomplished more at conference than in weeks.""

Save the chats and emails for later, walk-in or schedule a 1-on-1 with service lead or developer to discuss needs, give feedback, and work on next steps for your solution.
Audience: General "
11:30 AM - 12:20 PM  MDT (50 Minutes)

Experlogix Product Jams: CPQ/DA/DC

"What do you get when you combine a development environment, eager attendees, and some expert coaching?

An Experlogix Product Jam. With little or no experience, utilize a CPQ, Document Automation, or Digital Commerce Jam to develop quick Experlogix solutions to be showcased in an all-conference event. Our Jams will be great opportunities to gain practical experience and results in Experlogix products you may not know. Bring your laptop and get started.
Audience: General"
12:00 PM
12:00 PM - 02:00 PM  MDT (120 Minutes)

Lunch

02:10 PM
02:10 PM - 03:00 PM  MDT (50 Minutes)

CPQ Fundamentals: Model Logic & Rules

"Want to manage what products are available, and drive what products should be selected
based on user input? It’s time to build the model logic and rules that will select, deselect, and exclude
products based on other product selections or conditions. Topics will include: Option Premise Rules, Formula Premise Rules, Compliancy & Error Rules, Rule Deferment & Priority."
02:10 PM - 03:00 PM  MDT (50 Minutes)

NextGen - Great White Shark/AI Conceptual /Tech Demo

02:10 PM - 03:00 PM  MDT (50 Minutes)

It's Your Time: 1-on-1 CPQ/DA/DC Consultations

"""The most valuable part of Elevate 2018. Accomplished more at conference than in weeks.""

Save the chats and emails for later, walk-in or schedule a 1-on-1 with service lead or developer to discuss needs, give feedback, and work on next steps for your solution.
Audience: General "
02:10 PM - 03:00 PM  MDT (50 Minutes)

Experlogix Product Jams: CPQ/DA/DC

"What do you get when you combine a development environment, eager attendees, and some expert coaching?

An Experlogix Product Jam. With little or no experience, utilize a CPQ, Document Automation, or Digital Commerce Jam to develop quick Experlogix solutions to be showcased in an all-conference event. Our Jams will be great opportunities to gain practical experience and results in Experlogix products you may not know. Bring your laptop and get started.
Audience: General"
02:10 PM - 03:00 PM  MDT (50 Minutes)

Partner 3 Session

03:20 PM
03:20 PM - 04:10 PM  MDT (50 Minutes)

Dev Session 2 CPQ Runtime Library - 3rd Party Web Service

03:20 PM - 04:10 PM  MDT (50 Minutes)

CPQ Fundamentals: Runtime Lists & Categories

From dynamic lists to dynamic products, learn the foundations of the CPQ runtime architecture and how you can query the list items, products, matetierals, and services you need at runtime.
03:20 PM - 04:10 PM  MDT (50 Minutes)

Manufacturing: BOM Route Generator

03:20 PM - 04:10 PM  MDT (50 Minutes)

It's Your Time: 1-on-1 CPQ/DA/DC Consultations

"""The most valuable part of Elevate 2018. Accomplished more at conference than in weeks.""

Save the chats and emails for later, walk-in or schedule a 1-on-1 with service lead or developer to discuss needs, give feedback, and work on next steps for your solution.
Audience: General "
03:20 PM - 04:10 PM  MDT (50 Minutes)

Experlogix Product Jams: CPQ/DA/DC

"What do you get when you combine a development environment, eager attendees, and some expert coaching?

An Experlogix Product Jam. With little or no experience, utilize a CPQ, Document Automation, or Digital Commerce Jam to develop quick Experlogix solutions to be showcased in an all-conference event. Our Jams will be great opportunities to gain practical experience and results in Experlogix products you may not know. Bring your laptop and get started.
Audience: General"
06:30 PM
06:30 PM - 08:30 PM  MDT (120 Minutes)

Dinner with a view

08:00 PM
08:00 PM  MDT

S'mores

Thur June 13

07:00 AM
07:00 AM - 08:15 AM  MDT (75 Minutes)

Breakfast & Networking

08:30 AM
08:30 AM - 09:30 AM  MDT (60 Minutes)

Host Foundations

Experlogix products integrate with many host platforms, from partners to environments explore host options. For FNO, BC, CE, Salesforce and Core technologies hear our vision, see our roadmaps, and give feedback on where our host integrations should go next
09:30 AM
09:30 AM - 09:45 AM  MDT (15 Minutes)

Break

09:45 AM
09:45 AM - 10:30 AM  MDT (45 Minutes)

The Power of AI with Experlogix

10:30 AM
10:30 AM - 10:45 AM  MDT (15 Minutes)

Competition Winners Announced/Awards

10:45 AM
10:45 AM - 11:45 AM  MDT (60 Minutes)

Keynote

11:45 AM
11:45 AM - 12:00 PM  MDT (15 Minutes)

Close

12:00 PM
12:00 PM  MDT

Boxed Lunches

01:30 PM
01:30 PM  MDT

Optional: Walking Tour of Park City Main Street

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