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Session 1: Introduction to PDI
As PDI expands, so do our retail solutions. In this session, you’ll learn about PDI’s retail product offerings, and about the solutions that are the best fit for your retail business.
Level: Beginner
PDI Marketing Cloud is a comprehensive, unified marketing platform designed for the convenience retail and petroleum wholesale industries. Learn about our comprehensive marketing cloud solutions, purpose-built marketing cloud platform and unmatched loyalty expertise..
In today’s volatile fuel market, it is imperative that you sell fuel at a price that maximizes your margin while taking into consideration key competitors. Using a highly intuitive and exceptionally powerful technology, PDI Fuel Pricing Solutions allow you to take the guess work out of the process by combining your personal fuel marketing strategies with real-time and historical data. The result is greater control–and even automation–over fluctuating markets. Come see how!
If you are a retailer or logistics provider and want to know more about PDI’s wholesale solutions, this session is for you. You’ll learn about PDI’s wholesale product offerings, and about the solutions that best fit your wholesale business needs.
As PDI expands, so do our logistics solutions. In this session, you’ll learn about PDI’s logistics product offerings, and about the solutions that are the best fit for your retail business.
Session 2: Introduction to PDI
PDI Marketing Cloud is a comprehensive, unified marketing platform designed for the convenience retail and petroleum wholesale industries. Learn about our comprehensive marketing cloud solutions, purpose-built marketing cloud platform and unmatched loyalty expertise.
Session 3: Introduction to PDI
We're better together than we are apart, and Sunday night's welcome reception is a great chance to mingle with our world-class partners and see the latest industry technology. Reconnect with old friends and make a few new ones while enjoying a delectable table-top dinner in the Partner Showcase area.
Sponsored by Fintech
Sponsored by Datalogic
Sponsored by DTN
Thriving in A Faster Future - Featuring Rohit Talwar
In this fast paced session, global futurist and award winning speaker Rohit Talwar will help us explore how we as individuals and businesses can thrive in a fast changing world. Rohit will help us make sense of the big forces of change impacting us, explore how we can tap into them at an individual and organizational level, and highlight practical steps to address the future challenges and opportunities to remain relevant and grow in a rapidly changing reality.
Sponsored by Intevacon Fleet Card Solutions
Session 4: PDI University
Come see what new features PDI Enterprise has for your retail operations. New capabilities are available related to food service, franchise, inventory management, credit requests, and more.
Ensure you’re making the best use of all PDI Enterprise offers. This session presents tips and tricks for using Market Basket data, applying KPIs to monitor business, employing deauthorization and inactive functions to streamline item maintenance, and more; it also provides insights on available reporting–including Application Store reports.
Level: Intermediate
In this session, you’ll discover best practices to ensure accuracy and streamline lottery transaction reconciliation with PDI Enterprise. You’ll also see how PDI Lottery creates an efficient and accurate lottery experience and how the PDI Store Assistant handheld helps you perform lottery tasks more effectively.
Over the past few days, you've connected with others in the industry and learned about key features and functionality of PDI products and services. Before we close, let's take some time to hear from you. What feedback or remaining questions do you have?
Find out what is happening in the convenience store loyalty landscape. What is trending now? What is driving success today? Take a close look at the programs from some of the leaders inside and outside the convenience retail industry.
Level: All
Come see what new features PDI Enterprise has related to financials: general ledger, accounts payable, accounts receivable, cash management, and item reconciliation.
Discover how the PDI Workforce Suite provides you with a comprehensive employee record management system from building labor schedules to disbursing payroll. Gather information to make decisions about how this suite can best help your company.
If you are a PDI Hosting Services customer or are just considering making a move to become one, this session presents valuable insight into how PDI Hosting Services ensures your system runs at optimal levels and your data is secure.
Using fuel pricing marketing strategies effectively is integral to driving your fuel margins and volumes. In this hands-on session, you’ll examine the basics of employing effective marketing strategies, allowing you to maximize each site’s price position and operating margin.
This session provides an overview of new PDI Enterprise wholesale features related to equipment management, multi-order invoices, budget billing, and more. You’ll also have the opportunity to discuss our approach to home heat, warehouse handheld, and other upcoming functionality.
(2 session class - sessions 4 & 5; ends at 3:20 pm)
This session provides an overview of new PDI Ascend wholesale features related to performance, functionality, integrations, and more.
PDI Factor has seen some functional changes, including new capabilities. This session addresses those–and other–changes, the product future, and alignment into PDI.
This session shows you how to make the most of the PDI DemandStream Web application, PDI DeliveryStream’s BOL/Delivery data capture functionality, and PDI CloudFuel’s real-time Bluetooth technology. You’ll explore the features that enable you to ensure accuracy and efficiency for dispatch and delivery processes, reduce entry and billing cycle time, and increase accuracy while improving fleet visibility.
Ensure you’re getting the most from your PDI InCAB system. This session presents best practices to leverage bulk plant integration, the Get to Work screen, splash blending, product delivery requirements, and other PDI InCAB features. You’ll review existing–but sometimes overlooked–features that enable fleet managers to use PDI InCAB to its full potential.
Session 5: PDI University
Item-level inventory is one of the most effective tools for enhanced inventory control and accuracy but, if poorly implemented, it can introduce more problems than solutions. In this session, we’ll lay the groundwork necessary to ensure a successful implementation, identify categories most suited for item-level inventory, and explore the reporting possibilities available when capturing every transaction by item.
If you want to use suggested ordering in PDI Enterprise effectively, this session shows you how. You will examine key order and forecast components as you analyze how to ensure you eliminate out of stocks and increase sales.
Exceptions management can improve your business efficiency, but how do you know what to look at without looking at everything? This hands-on session shows you how to use exceptions management to address everything from invoice, cost, and item exceptions to inventory, operational, accounting, and IT metrics.
Take a deep dive into PDI’s recent C-Store Shopper Report results. Gain deeper knowledge on who the c-store shopper is, what drives their behavior and how you can utilize this insight.
Examine PDI Accounts Payable (AP) best practices and learn how to leverage them into daily, weekly, and period-end processes. Streamline AP processes such as entry, research, and vendor reconciliation, and discover tips and tricks related to vendor payment-method changes and document-management system benefits.
Don’t miss this opportunity to see the new Employee Self-Service. This session provides a look at the application and shows you the simple steps to implement it for your employees.
This session demonstrates how to advance your fuel pricing marketing strategies by leveraging key features within the system, including transactional data, exception alerts, and powerful reporting. You’ll see how maximized strategies and automation helps you get the most out of your pricing system.
Ensure you’re making the best use of all PDI Factor offers. This session highlights underused features that can that can improve efficiencies, reduce manual processing steps, and increase data accessibility and visibility.
This session introduces you to the PDI application program interface (API) which allows PDI Intellifuel and PDI Enterprise to share information easily. The session also reviews existing–but sometimes overlooked–features that enable dispatch managers to leverage Dispatch Workbench for their company’s success.
Your SQL Servers are integral to your business success, and employing strategic best practices for maintaining them is critical. This session focuses on how to ensure your backup, maintenance, and monitoring processes are as reliable as they are efficient.
Sponsored by MCCi
Session 6: PDI University
As a PDI customer, you have instant access to the answers you need through PDI Connections. Through the website, you can connect with PDI support staff, PDI consultants, and even other PDI customers! Come see how to maximize PDI Connections in this hands-on session.
You’ve taken advantage of the core ordering and forecasting capabilities in PDI Enterprise, but you can still improve your ordering processes. In this session, explore advanced order-process refinement methods including minimum on-hand optimization, minimum order requirements, and past-due order handling.
Explore the key questions PDI asks during an on-site business review. This overview session presents the basics of how to assess your business’s health indicators and identify opportunities to improve automation, integration, and investment strategies.
Level: Advanced
After an introduction to PDI MarketLink (and how you make money with it), you’ll see how to configure it to provide more of the data you need for less fuss; you’ll then explore recent enhancements that help you track promotions easily. You’ll also see how PDI Rebate Manager, loyalty analysis, and third-party integration can help you leverage your data for customer retention and greater profits.
This session shows you how to use PDI Enterprise to automate journal entries and streamline financial processes. It also addresses compliance-oriented features and the journal-entry approval process.
Tobacco manufacturers are making funds available to promote their products through your loyalty program. Learn how to easily meet reporting requirements to gain loyalty and scan data funding through integrated PDI solutions.
This session introduces PDI Payroll and demonstrates how implementing it can improve accuracy, simplify workflow, and save time with process automation. Topics include the basics–gross/net pay, additional earnings, deductions, taxes, etc.–and highlights of key benefits including pay batch exception management, essential management reporting, and enhanced import/export processes that facilitate seamless integration with PDI Enterprise.
In this session, you’ll explore the optimization features available through PDI Fuel Pricing. Optimized pricing strategies make the pricing process more efficient and use advanced techniques to suggest prices that maximize profits.
PDI Enterprise enables you to track profitability for specific equipment types. In this session, you will see how to configure tanks and equipment and assign them to specific locations to track asset profitability.
This session introduces exciting changes for the DM2 product. These include new capabilities related to autogenerating orders based on tank readings/usage, margin dashboard, API, pickup point automation, tier-pricing-sensitive quotes, and cost-plus pricing management. This session addresses those changes, the product future, and alignment into PDI.
This session presents best practices to leverage PDI Fleetwatch and PDI EasyPlan features related to fleet visibility, delivery progress, reconciliation, and customer service.
Put our Better Together theme into action at UC19 by taking advantage of valuable engagement opportunities like the Networking Reception. Be sure to connect, learn and grow with our conference attendees and partners throughout the week.
Breakfast Options
Buffet breakfast will also be served on the lower level, in Ryman Hall B6 as an alternative location to Prayer Breakfast.
Session 7: PDI University
Get the most out of your PDI Pricebook foodservice item setup. This session covers basic configuration strategies and provides the system familiarity you need to ensure you track foodservice inventory accurately.
Join other PDI users in a dynamic sales tax reporting discussion; see how others handle it, what works well, and where the pitfalls are. In addition to Avalara, this session also reveals independent data resources like Market Basket and supporting Pricebook capabilities.
Explore the process of migrating retail operations–including pricebook management and site-level data entry–to the PDI Enterprise platform. You’ll discuss methodology and product differences to ensure you have the information necessary to consider and prepare for the transition.
In this session, you’ll use business cases to explore financial reports and different reporting options. You’ll evaluate tools in PDI Enterprise, PDI FocalPoint, and PDI Analytics used to build reports, research transactions, automate report distribution, and more.
(2 session class - sessions 7 & 8; ends at 10:50 am))
Determining if your loyalty program is making you money can be challenging. Find out what makes an effective loyalty program that drives profitability, is performance driven, and leads to long term member stickiness.
Using site budgets, staffing models, and Market Basket transaction forecasts, you can empower site managers to make informed decisions quickly. This hands-on session shows you how to set up PDI Labor Scheduler for intelligent scheduling.
Join PDI technology SMEs for a discussion of PDI’s Hybrid Cloud future, including: what it is, what we’ve accomplished, where we’re headed, and why we’re pursuing it. This session demonstrates how PDI’s technology decisions facilitate both internal and customer benefits, and you’ll see how this technology impacts our ERP solutions through the new Employee Self-Service and Foodservice Production products.
With customer contracts, PDI Enterprise helps you manage customer relationships by pricing bulk fuel for a time period or set quantity. This session demonstrates contract configuration and its impact on customer pricing.
Ensure you’re making the best use of all PDI Ascend offers. This session highlights underused features like Transcend and Data Exchange, that can improve efficiencies, reduce manual processing steps, and increase data accessibility and visibility.
Ensure you’re making the best use of all PDI DM2 offers. This session highlights underused features related to intercompany freight, controlling posting-date ranges, FT Global Tax update, end-of-day audit, and API enhancements.
TransPac Fuel is a Mobility Application that automates and standardizes processes for fuel and petroleum distributors. This session demonstrates how to leverage TransPac features to increase driver utilization, automate ticketing and invoicing, customize invoicing, simplify billing, and enhance inventory management.
Session 8: PDI University
This summer, the U.S. Supreme Court issued its most important decision concerning alcohol regulation in over a decade. To explain the Court’s decision in Tennessee Wine and Spirits Retailers Assn. v. Blair, and help make sense of where the regulation of America’s alcohol industry now stands, nationally recognized attorney Richard Blau will explain the Court’s impact to date on the industry and those who regulate it. Topics will include the States’ power to restrict alcohol industry member’s marketing activities, the limits of free speech in the context of labeling alcohol products, and the degree to which state legislatures and courts are empowered to apportion liability between the bad actor who creates mayhem while under the influence of alcohol, versus the licensee who served that consumer.
This session shows you how to go to the next level in managing your foodservice operation. Discover advanced tools to manage nutrition information, audit effectively, and ensure you keep margins where you want–and need–them to be.
This hands-on session shows you how to configure and use PDI Enterprise import profiles to streamline pricebook maintenance. Whether you need to add new items or update costs, retails, or VINs, using these profiles effectively can save your organization time and money.
(2 session class - sessions 8 & 9; ends at 12:15 pm)
PDI Envoy provides tools to streamline and optimize retail inventory management. In this session, you’ll explore robust features you can implement immediately to help automate inventory ordering and right-size the investment in your on-hand inventory.
Discover how BizInsights, an integrated Excel-based solution, allows you to build reports, research transactions, automate report distribution, and more, so you can focus on report insights and support your business with real-time PDI Ascend data.
This session shows you how to use PDI Workforce configuration options effectively to enable you to manage time off efficiently. You’ll learn best practices and how time off plans integrate with other Workforce modules.
Your employees may be your greatest information security risk. In this session, we’ll discuss how you can use comedy to engage employees and train them to be more aware and security conscious in the workplace and at home. Additionally, we will cover best practices for managing passwords.
Whether you use PDI Enterprise, Ascend, or DM2, PDI's Excise Tax Filing solutions provide you with the flexibility to accurately process and file motor fuel taxes according to the most applicable tax authority requirements, individual products, and specific operating licenses. See how easy it is to leverage the Excise Tax Filing solution to generate reports or exports to suit your needs.
Factor customers can explore the process of migrating to the PDI Enterprise platform. You’ll discuss methodology and product differences to ensure you have the information necessary to consider and prepare for this transition.
Ensure you’re making the best use of all PDI Enterprise offers. This session highlights underused wholesale features that can improve AR processes, fuel invoice reconciliation, and data-driven alerts.
Free up time and capital by allowing PDI Managed Services to monitor, manage, and optimize bulk fuel procurement, accounting processes, pricebook maintenance, and payroll. If you want to see how to scale your business faster, eliminate the need for hiring and training, control labor costs, and simplify your operations, this session is for you.
Sponsored by Dover Fueling Solutions
Session 9: PDI University
Learn how Datalogic and PDI are working together to create reliable solutions that meet your needs. Get hands on with the latest software and hardware being developed. Interact with the people at Datalogic and PDI working on the technology of tomorrow, today. Gain insight into how your company can benefit from the collaboration between Datalogic and PDI that will improve operational efficiencies and reduce costs.
Prepare for PDI Enterprise version 9 by exploring the PDI Enterprise web client and its newest features consolidated from PDI Enterprise Windows client and FocalPoint’s Administration tab. In addition to the revamped web platform, this session addresses configuration components and wraps up with a look at the migration process that transitions FocalPoint reporting functions to the web client.
Learn what Consumer Packaged Goods companies are looking for and how to maximize vendor funding. We’ll teach you how to tap into local and national funds while gaining operational efficiencies to improve your loyalty program.
Come see how you can use PDI Enterprise to streamline your current fuel accounting processes through PDI best practice recommendations and peer interaction. Discover new ways to manage challenges in automating the fuel supply chain side of your business.
Come see how you can use PDI Ascend to streamline your current fuel accounting processes through PDI best practice recommendations and peer interaction. Discover new ways to manage challenges in automating the fuel supply chain side of your business and improve customer service.
PDI Workforce provides an extensive set of features and options. Ensure you’re making the best use of all PDI Workforce offers. This session presents tips and tricks for deduction setup, data imports, and more; it also provides insights on available reporting–including Data ID reporting and Application Store reports.
This session focuses on practical troubleshooting for common PDI Enterprise technical support issues. PDI’s technical SMEs will outline tips and tricks for avoiding these pitfalls.
Explore the process of migrating retail fuel pricing to the PDI Fuel Pricing platform. You’ll discuss methodology and product differences to ensure you have the information necessary to consider and prepare for the transition.
Using PDI Enterprise tools designed to help you manage taxes more efficiently, in this session you’ll explore various authorities, taxes, and exceptions required to manage wholesale fuel taxes and see how taxes impact your ledger.
DM2 customers can explore the process of migrating to the PDI Enterprise platform. You’ll discuss methodology and product differences to ensure you have the information necessary to consider and prepare for this transition.
In this session, you’ll focus on key PDI Ascend features and enhancements related to pricing and managing renewable identification numbers (RINs).
You want the most cost-effective fuel purchase option, but how do you juggle all of the possible sourcing options? This session shows you how you can use PDI SmartBuy to leverage your sourcing plan and buy the optimal product, every time.
Session 10: PDI University
This session demonstrates the systematic processes and PDI Enterprise tools necessary to ensure you can resolve common Pricebook issues quickly and accurately.
PDI Enterprise provides a consistent, accurate, and timely mechanism for requesting credit from vendors who owe you. In this session, you’ll explore concepts and configurations that can help you reach optimal credit request management.
Knowing what to expect when migrating your financial system to PDI Enterprise makes the process less daunting. This session outlines the migration process and analyzes the feature gaps and gain between systems.
In this session, you’ll explore how to manage PDI Envoy’s user and role setup. Effective and flexible security management allows you to tailor user and group permissions to the appropriate users so you can reduce risk and maximize effectiveness of how your users operate the system.
Reporting allows you to ensure legal compliance, assess exception-based data, facilitate KPI review, and better manage employees. This session demonstrates PDI Workforce’s reporting capabilities and shows you when to use which reports.
Your handheld can be a powerful tool to manage inventory at the site. This session equips you to support and maintain these tools at scale including software and firmware upgrade management, the new USBLan communication service, support tools, and common troubleshooting strategies.
The PDI Fuel Pricing Advanced Report Module (ARM) allows you to build custom reports using XLCubed, an Excel-centric tool. In this session, you’ll discover the potential for using this powerful tool to design custom, analysis-rich fuel pricing reports.
Join us for a PDI Factor wholesale-focused roundtable discussion where we’ll examine community members’ solutions and best practices for some of your greatest challenges. Bring your ideas and share your own experience as we explore powerfully creative ways to make the most of your PDI investment.
Ensure you’re making the best use of all PDI DM2 offers. This session highlights underused features related to card management, autogenerating new cards, credit and rebill, gross margin and analysis, and Cardlink unified setup and automated tax reporting.
PDI Enterprise allows you to offer residential customers the option of a budget-friendly payment plan. In this session you’ll get a sneak peek at this brand new feature.
This session demonstrates how to leverage PDI SmartReplenish features to manage your fuel inventory effectively. Discover how to see your fuel inventory levels clearly and identify any exceptions that might otherwise disrupt your fuel operations efficiency.
Session 11: PDI University
Join us for a PDI Enterprise Pricebook roundtable discussion where we’ll examine PDI Pricebook users’ key challenges and best practices.
Join us for a PDI Enterprise roundtable discussion where we’ll examine PDI users’ key challenges and best practices related to retail operations.
Join us for a PDI Envoy-focused roundtable discussion where you’ll get to interact with other PDI Envoy customers. We’ll examine community members’ solutions and best practices for some of your greatest challenges. Bring your ideas and share your own experience as we explore powerfully creative ways to make the most of your PDI investment.
Join us as we study a convenience retailer's approach to their loyalty program, including program design strategy, vendor funding, and how they measure results. Learn how to make improvements to your current program, or how to think about launching your own.
Join us for a financials roundtable discussion where we’ll examine community members’ solutions and best practices for some of your greatest challenges. Bring your ideas and share your own experience as we explore powerfully creative ways to make the most of your PDI investment.
If you’ve ever wanted to use PDI Workforce data for custom reports, this is the session for you. Discover how to extract data from the Workforce database using various tools and exports, and how to build your own custom exports.
Join us for a technology roundtable discussion where we’ll examine community members’ solutions and best practices for some of your greatest technology challenges. Bring ideas and share your experiences.
Join us for a PDI Ascend wholesale-focused roundtable discussion where we’ll examine community members’ solutions and best practices for some of your greatest challenges. Bring your ideas and share your own experience as we explore powerfully creative ways to make the most of your PDI investment.
Join us for a PDI Enterprise wholesale-focused roundtable discussion where we’ll examine community members’ solutions and best practices for some of your greatest challenges. Bring your ideas and share your own experience as we explore powerfully creative ways to make the most of your PDI investment.
Join us for a PDI DM2 wholesale-focused roundtable discussion where we’ll examine community members’ solutions and best practices for some of your greatest challenges. Bring your ideas and share your own experience as we explore powerfully creative ways to make the most of your PDI investment.
Join us for a Logistics roundtable discussion where we’ll examine community members’ solutions and best practices for some of your greatest challenges. Bring your ideas and share your own experience as we explore powerfully creative ways to make the most of your PDI investment.
Sponsored by Verifone
Session 12: PDI Roadmap Sessions
PDI product SMEs provide an in-depth look at what's coming for our retail products. This is a great opportunity to connect with our team and be a part of the upcoming product development roadmap. Ideas welcome.
Join our Product Marketing team as they share what's coming for PDI Marketing Cloud Solutions. This is a great opportunity to learn about new features and services as we discuss the upcoming product development roadmap.
Product SMEs present an in-depth look at what's coming for our PDI Financials suite. This is a great opportunity to connect with our team and be a part of the upcoming product development roadmap. Ideas welcome.
Join product SMEs for an in-depth look at what's coming for our workforce products. This is a great opportunity to connect with our programmers and be a part of the upcoming product development roadmap. Ideas welcome.
Come join your favorite technology SMEs for an in-depth look at what's coming for our technology products and services. This is a great opportunity to connect with our team. Ideas welcome.
PDI Enterprise product SMEs present a look at what's coming. This is a great opportunity to connect with our team and be a part of the upcoming product development roadmap. Ideas welcome.
PDI Ascend product SMEs present a look at what's coming. This is a great opportunity to connect with our team and be a part of the upcoming product development roadmap. Ideas welcome.
Join product SMEs for an in-depth look at what's coming for our Logistics products. This is a great opportunity to connect with our programmers and be a part of the upcoming product development roadmap. Ideas welcome.
PDI Envoy product SMEs present a look at what's coming. This is a great opportunity to connect with our team and be a part of the upcoming product development roadmap. Ideas welcome.
Session 13: PDI Feedback Sessions
Over the past few days, you've connected with others in the industry and learned about PDI products and services as well as technology best practices. Before we close, let's take some time to hear from you. What feedback or remaining questions do you have?