Sunday, October 6th – Tuesday, October 8th

Cleveland, OH | Hyatt Regency Hotel at the Arcade

Data-Basics’ Annual User Group Meeting, UGM 2024:

Celebrating Data-Basics 50th Anniversary

Join us to celebrate Data-Basics’ 50th year of business at our annual user group meeting in Cleveland, Ohio. Don’t miss Sunday evening’s catered Welcome Reception at the Hyatt Regency Hotel! We are looking forward to welcoming back our returning guests, our newest SAMPro users and our dedicated integrated sponsor partners.


New to Our Annual User Group Meeting (UGM)?

UGM is a private event for SAMPro users and our integrated software partners. UGM includes a wide variety of breakout sessions from beginner to advanced designed to equip the different members of your team with best practices and technical solutions for operating your SAMPro ERP system.

UGM welcomes Owners, Financial Executives, Service & Project Managers, IT Administrators, Department Supervisors, Dispatchers and Executive Support Personnel to meet with our dedicated support staff and maximize the value and functionality of SAMPro Software components throughout your company.


  • Enjoy networking with SAMPro users from across the US and Canada.
  • Take home LOTS of useful information, tips, tricks, and best practices for SAMPro.
  • Learn about adding new, fully-integrated components to your existing SAMPro installation.
  • Meet our integrated software partners in person and learn more about SAMPro’s add-on, system-enhancing software products.
  • Enjoy beautiful accommodations in Downtown Cleveland’s exciting East 4th Street arts and entertainment district.
  • ALL-INCLUSIVE entertainment and dining.

UGM 2024 Event Schedule

Click on the Tabs to View Each Day’s Schedule!

The UGM conference is always all-inclusive. Breakfast and lunch are catered by the Hyatt Regency and served in the Arcade Atrium on Monday and Tuesday. Refreshments and snacks are also available to our guests throughout the conference in the business center.


1:00pm  Software Partner Business Center Set Up & Move-In

3:00pm  Afternoon Guest Check-In at the Hyatt Regency Hotel

4:00pm  Pick Up Event Badges and Check-In at the UGM Registration Table

5:00pm – 9:00pm  Sunday Evening Welcome Reception at the Hyatt Regency 1890 Lounge





8:00am – 9:00am  Breakfast in the Hyatt Regency Atrium

9:15am – 10:30am  Full Group Welcome Session: Cleveland Public Library Auditorium

10:45am – 12:15pm  Breakout Session 1

12:15pm – 12:30pm  Morning Break

12:30pm – 1:30pm  Lunch in the Hyatt Atrium

1:30pm – 3:00pm  Breakout Session 2

3:00pm – 3:30pm  Afternoon Break

3:30pm – 4:15pm  Breakout Session 3

4:15pm – 5:00pm  Role-Based, Meet & Greet Networking, Session 4

6:00pm – 9:00pm Monday Night Event at the Corner Alley

8:00am – 9:00am  Breakfast in the Hyatt Regency Atrium

9:00am – 10:30am  Breakout Session 5

10:30am – 11:00am  Morning Break

11:00am – 12:30pm  Breakout Session 6

12:30pm – 1:30pm  Lunch in the Hyatt Regency Atrium

1:30pm – 3:00pm  Breakout Session 7

3:00pm – 3:30pm  Afternoon Break

3:30pm – 4:30pm  Breakout Session 8 – Closing Session



The Hyatt Regency Hotel

Sunday Evening Welcome Reception at the Hyatt Regency

Our 2024 Sunday Evening Welcome Reception will be held on-site at the beautiful Hyatt Regency Hotel. UGM is All-INCLUSIVE! All of our guests are invited to join us for the Sunday cocktail reception and plenty of heavy appetizers in the beautiful Hyatt Regency Arcade Atrium and 1890 Lounge. See your invitation emails for more information about the Sunday & Monday evening events!


Special Room Rates for UGM Attendees

Please be sure to book your rooms early to ensure you have the best experience at UGM! With the exception of Monday’s Full Group Welcome Meeting at the Cleveland Public Library, all breakout sessions are held in the Hyatt’s corporate business center. See your invitation emails for a link to our UGM 2024 room block. 

It All Works Together…

2024 Role-Based, Meet & Greet Networking Sessions


Your UGM 2024 lanyards are color coded based on your company role. When you register, you will be automatically added to your corresponding networking session, Monday afternoon from 4:15pm to 5:00pm.  Each session is hosted by a Data-Basics team member for a casual, open forum atmosphere to get to know your counterparts, talk about industry trends, meet our sponsor representatives and get ready for the Corner Alley Kingpin Event!


  • Executive Level Meet & Greet with Tim Carcione
  • IT & Administrative Meet & Greet with Derek Lauro: Sponsored by LMI TaaS PAK
  • Accounting & Financial Management Meet & Greet with Anne Dessoffy: Sponsored by Avalara & mJobTime
  • Service and Project Managers Meet & Greet with Lisa Walker: Sponsored by IntelliShift & XOi


Monday, October 7th

6:00pm – 9:00pm

UGM is always ALL-INCLUSIVE! Be our guest at the Corner Alley and enjoy 16 sleek and modern lanes, dozens of UHD TVs, cold drinks and delicious culinary creations. Located directly across Euclid Avenue from the Hyatt Regency Arcade, Monday evening at the Corner Alley is a UGM tradition for relaxing after your Monday Breakout Sessions with our staff, fellow SAMPro users and our integrated software partners.


Avalara Sessions

Avalara Guide to Sales & Use Tax Research

Monday, Session 2 (1:30pm – 3:00pm) Join Avalara’s Jim Maughan as he shows you how to get tax right while saving time and frustration with up-to-date sales and use tax research at your fingertips. Learn how you can quickly get updated transaction tax rules, rates, regulations and more to help with tax decisions across the globe. We’ll cover:

  • Finding tax research for sales and use tax, exemptions, and state by state rules
  • Staying ahead of potential audits
  • Avoiding costly third-party outsourcing for indirect tax research

Avalara Guide to Sales Tax Automation & Reporting

Tuesday Session 6 (11:00am – 12:30pm) Do you feel confident in your business’s ability to properly manage sales tax? With thousands of sales tax jurisdictions across the U.S. that are regularly imposing new rates and rules, it’s easy to miss an update that can mess with your compliance. That’s why many companies choose to automate their sales tax management to increase accuracy, reduce risk, and free up their teams to focus on operations. If you’re considering sales tax automation or just want to learn about the possibilities, this session is for you. Jim Maughan, our dedicated Avalara tax automation expert, will join us to talk through what automation software offers and the right time to pursue a solution for your business.

About Avalara Avalara, Inc. is a leading provider of cloud-based tax compliance automation solutions. Your SAMPro software interfaces seamlessly with Avalara’s sales tax calculation system to protect your company from the financial risks of errors and to keep you up to date with changing legislative regulations, new tax rules, or shifts in product taxability. Once activated, AvaTax software can calculate sales tax for every one of your business transactions based on jurisdiction laws and rules, without bogging down your billing or finance teams.


XOi Sessions

Data Drilldown: How to Find Equipment Insights with XOi

Monday, Session 1 (10:45am – 12:15pm) XOi helps SAMPro users capture and share crucial information from the field. Learn how to add equipment data faster to enable your back office operations with the XOi integration.


Building a Strong Front Line with Technician Enablement

Tuesday, Session 5 (9:00am – 10:30am) Many contractors are adding staff quickly to keep up with customer demand. But as teams and technicians ramp up, how do you create a source of truth throughout your entire organization? Learn how to leverage XOi in the field to equip technicians with helpful content and site history, all in one place!


About XOi XOi connects people, from all parts of a field service ecosystem, with the equipment they service. The software platform equips service teams with groundbreaking technician-enablement tools on the jobsite, and delivers AI-based solutions to drive productivity, elevate customer experience, generate new revenue, and help close the skilled labor gap. To learn more, please visit


Electronic Payments Sessions

Credit Card Interfacing in SAMPro: Options & Best Practices

Monday, Session 3 ( 3:30pm – 4:15pm) The session details credit card processing features for automatic PM Invoice processing and AR Cash Receipts. New 9.1 features including the selection of existing Aliases in AR Cash Receipts, Receipt report, and additional processor selections are also covered. Scott Reys with Electronic Payments will be sitting in for Q&A following the presentation!


Individual appointments are available on the registration form. Scott Reys has been our dedicated representative for Electronic Payments since 2017. Register to meet with Scott live and learn more about how EPI can streamline your payment processing needs.


About Electronic Payments Electronic Payments has been on the forefront of the payment technologies landscape since 2000 and is continuously evolving products to meet the expanding needs of their business partners. Electronic Payments provides a complete range of  payment services, customer support, state-of-the-art equipment and affordable processing packages to make credit card acceptance easy. Electronic Payments’ products are customizable and may be tailored exclusively for business partners.


IntelliShift Sessions

IntelliShift and DBFleet Joint Presentation

Monday, Session 1 (10:45am – 12:15pm) DBFleet displays real-time activity data with detailed work order information from your SAMPro system for a complete perspective of vehicle action and jobsite status in one convenient platform. See the complete DBFleet demo with special guest IntelliShift to show you the enhanced features available with an IntelliShift integration.



Driving Safety Culture and Driver Adoption

Tuesday, Session 6 (11:00am – 12:30pm) How building successful safety programs with a top-down leadership approach will absolutely drive results in all areas of your business. Walk away with the steps to building an effective safety culture and improve driver buy-in.

About IntelliShift IntelliShift offers the only no-risk solution for mobile fleet and field operations, delivering safety, efficiency and guaranteed ROI through intuitive technology and a customer experience blueprint that solves today’s problems quickly and helps you be ready for whatever comes next. IntelliShift is rooted in more than 20 years of IoT and telematics expertise.


mJobTime Sessions

A Contractor’s Guide to AI: Practical Uses for Artificial Intelligence at the Jobsite

Monday, Session 1 (10:45am – 12:15pm) & Tuesday, Session 5 (9:00am – 10:30am) From writing articles to creating graphics and even generating computer code, AI is finding its way into more and more aspects of our lives – sometimes without our even knowing it’s there. Join technology speaker and mJobTime CRO Wayne Newitts as he puts AI into context for the construction industry, makes sense of the mountain of acronyms and related technologies, and helps you understand ways you can put this emerging technology to use today at the office and at your jobsites. Attendees will come away with a better understanding of:


  • The origins and evolution of Artificial Intelligence
  • How contractors are putting AI to use today
  • The AI-powered future of business intelligence

About mJobTime mJobTime delivers substantial savings of time and money to contractors of all types and sizes looking to take control of their field operations. For three decades the company has provided the construction industry with the latest hardware and software solutions for managing  jobsite labor, equipment, materials, documentation, and more. To learn more, visit


Individual Appointments with LMI Taas PAK

NEW! Cloud Hosting for Your SAMPro Installation

LMI TaaS Pak provides a variety of services to SAMPro clients interested in migrating their SAMPro installations from on-premise servers into the cloud.  Representatives will be available throughout UGM to discuss cloud hosting services via the Microsoft Azure platform, monitoring, maintenance and ongoing support for SAMPro system migrations.


About LMI Taas PAK LMI TaaS PAK started as LMI – where LMI stood for Lighting Maintenance, Inc. – but as power and connectivity became more sophisticated so did our business. LMI provides a complete suite of enterprise-level technology solutions to businesses of all sizes, regardless of their scale. LMI’s TaaS PAK division (Technology as a Service) is a subscription based model, with no upfront costs (CapEx), bundled into an easy monthly fee (OpEx), offering business owners more choices when it comes to state of the art technology with unparalleled 24/7 white glove customer support.