“When I became President, I saw a strong company lacking the tools to use data strategically in their day-to-day decisions. Agile Dragon Group is giving us exactly what we need—intuitive, accurate analytics directly within CSD, which will be valuable at all levels across management, sales, and operations. Dragon Pack’s ease of use, unmatched precision, and ability to make my vision a reality are unlike any reporting solution I’ve experienced in my career. ADG is truly transforming our data into a strategic asset, and Birst is the tool.”

Michael Hendershott, President U.S. Operations

at The Master Group

Infor Direct Customer

Infor CloudSuite™ Distribution

“We’re in the last mile of prepping for our transition to CSD after a long transition from A+. Given all the effort invested—and knowing that poor reporting can undermine even the best ERP—I felt obligated to evaluate Dragon Pack®, especially since it’s free until go-live, requires no commitment, and carries zero risk. Installation and load in our TRN environment were done as planned overnight. We’re just starting to kick the tires, but I already see that Dragon Pack® Audit will make losing A+’s Audit Log less disruptive when we go live.”

David Martin, CTO

at Florida Outdoor Equipment

Infor CloudSuite™ Distribution

Channel Partner: Aktion Associates

“When we went live with CSD, we lacked the bandwidth to fully migrate our financial reporting, forcing us into manual workarounds. Agile Dragon Group seamlessly validated our data and transitioned us onto their Financial solution. Our financial reporting is streamlined, intuitive, efficient, and in Bank-ready format!”

Shaun Quinlan, President and Chief Executive Officer

at Prince Corporation

Infor Direct Customer

Infor CloudSuite™ Distribution

“We started working with Agile Dragon a few months after our go-live (April 2024 A+ to CSD)—not because we wanted to, but because we had to. Some of our business-critical reports for the ownership team just weren’t getting done. Agile Dragon stepped in and made a huge difference. They didn’t just replicate the custom reports we had in A+, they improved and expanded them to better fit our business needs. Before that, we tried working directly with Infor Birst to build these reports, but we ran into roadblocks due to the limitations of native CSD Analytics. For example, one key report took them weeks to work on, only for them to tell us they couldn’t pull it off because the data couldn’t be joined the way we needed. Agile Dragon delivered that same report in just a few business days. The Agile Dragon team has been outstanding. They’re always available, flexible, and ready to help, especially when urgent requests come in from our ownership team. Their responsiveness and expertise have been greatly appreciated.”

Matthew LaBarge, Director of IT

at Coastal Business Supplies, Inc.

Infor Direct Customer

Infor CloudSuite™ Distribution

“When we moved from A+, we wanted to maintain our transactional financial history and not force our controller to log into an aging server just to see historical data. Agile Dragon Group gave us better financial reporting and more complete reporting than the industry standard by seamlessly integrating all our historical GL transactions with our CSD financial data, all in Birst and available in a simple Mingle App.”

Tate Stanaway, Finance/IT Director

at A&I Distributors

Channel Partner: Aktion Associates

Infor CloudSuite™ Distribution

“After an upgrade to CSD from SXe and trying to migrate our custom reports,  I found Agile Dragons database nicer to work with because they use the database table names. They also provide small bites of easy to find and understand training videos on their forum .  If you don’t find the answer on their forum they have taken the time to instruct me.“

Daryn Berkelaar, Systems Administrator

at Howell Pipe & Valve Supply

Infor CloudSuite™ Distribution

“We felt Infor was onto something with their CSR Workspace, but HeadWater required additional functionality, and building in Mongoose is daunting. Dragon Pack® was configured exactly to our requirements in Birst. Additionally, Dragon Pack® will make bringing other domains, such as AR and Inventory, much easier as we figure out what to do next.”

Mark McCorkle, IT Director

at Headwater Companies

Infor Direct Customer

Infor CloudSuite™ Distribution

“We knew we had several unique needs but did not have the overall time or ability to build a fully customized solution on Birst before our impending go-live. With Dragon Pack® Operations, Agile Dragon Group was able to develop and validate almost as fast as we supply data and requirements. We went live with Birst being a point of lesser pain, and now we are starting to develop our reporting to support our Information needs from Storefront. We are entirely confident ADG will get us where we need to be.”

Scott Feldbush, Executive VP, IT & Operations

at Martin Supply

Infor CloudSuite™ Distribution

“When we transitioned to CSD, migrating our extensive list of Hyperion reports initially felt daunting, and our temporary solution fell short of the functionality we needed. Agile Dragon Group’s Dragon Pack changed everything—streamlining our move to the cloud with minimal IT effort. Now, nearly all our reporting is live, giving our sales reps a clear, intuitive view of orders, transfers, and drill-back access to CSD for detailed insights. ADG has delivered powerful simplicity and efficiency—all using the licenses we already had.”

Julian Richard, CIO

at E. Sam Jones Distributor Inc.

Channel Partner: Acumen

Infor CloudSuite™ Distribution

“I wanted to shout out a helpful connection we made at TUG Connects 2024. We were stuck with Birst, and Agile Dragon got us on the path to getting our solution loaded for free. They seem to know what they are doing with Birst. We really appreciate the help from Bill and Team at Agile Dragon!”

Chase Twomey, President

at Whale Supply LLC

Infor CloudSuite™ Distribution

“Working with Agile Dragon has been outstanding. They have been incredibly flexible, offering personalized support through calls, video tutorials, and prompt responses to our inquiries. Their dedication to our needs has made a significant difference in our operations.”

Melissa Ritter, VP of Systems &
Analytics

at OTC Industrial Technologies

Infor CloudSuite™ Distribution

“When we moved to CSD, we began looking at moving to Birst as the apparent solution to our reporting needs since it was part of our licensing and fully integrated with CloudSuite. We took a pass at the Infor Analytics and found it did not quite meet our needs, but we have found that Dragon Pack, with the assistance of ADG, has been a good solution that has met every need we have thrown at accurately. We are in the process of moving several reports from other tools to Birst. Dragon Pack is simplifying and improving our reporting along the way.”

Joel Skagerberg, CEO

at Goodin Company

Infor CloudSuite™ Distribution

“We had been struggling with our Birst reporting in CSD for some time, and ADG cleared that up and got our critical AP and AR reporting done quickly and, more importantly, accurate to the penny. The ADG team is professional and efficient and is always happy to train us, send us the relevant information in their Dragon Den, or answer our questions in their weekly open forums, Birst & a Beverage. As our business grows, we have a knowledgeable Birst partner in Agile Dragon Group and a critical Birsrt reporting solution, Dragon Pack.”

Dana Davis, Director of Operation

at Imbert International Inc.

Infor CloudSuite™ Distribution

“The Agile Dragon Pack has been a great addition to our Birst application. The Operations Pack provides a much more streamlined data model, which makes it easier to create reports and dashboards. The Audit Pack allows us to know who is making changes to records, and also helps us manage security and user permissions. Also their Grid configuration creates an Excel-like experience within Birst in regards to filtering and analyzing data, without the need to export anything! Even more, I cannot say enough about the help that they have provided and and the training resources they offer. They have FREE learning material and information about Birst on their website in the Dragon Den. This was my go to when I needed to learn Birst, it is invaluable. And they are always willing to answer questions and jump in and help whenever needed. Everything that they provide is all used within Birst so there is no need to purchase an additional reporting tool, which saved us money. I highly recommend Agile Dragon Group and their content packs!!!”

Jodie Jones, Business Analyst, Hosted Business Systems

at MTI Distributing, Inc.

Channel Partner: Central Data

Infor CloudSuite™ Distribution

“We have been struggling with Birst in our CloudSuite M3/CSDe system for six years; we did the training, talked to product management, and eventually found ourselves working around it and using tiny slivers sparingly. We met Ching, and she said she understood our pain and, in barely a week of consulting, cranked out several reports that are fast, accurate, and easy to use. Her knowledge of Birst, as well as M3/CSDe, is unmatched. Agile Dragon Group has breathed new life into Birst for us with a bit of custom modeling and is looking like our path forward to the analytics Infor promised.”

Elisabetta Venezia, Group Director ERP

at Pfaudler GmbH

Infor CloudSuite™ M3/CSDe

“This is a helpful note for folks looking for an easier way to Audit record changes in CSD. Agile Dragon’s Audit tool saved me a ton of time compared to querying and sifting through records from the data lake. For us, it was a no-brainer.”

Sean Manners, VP Information Technology

at The Granite Group Wholesalers, LLC

Infor CloudSuite™ Distribution

“We started using Agile Dragon a couple months ago to help us get better Birst reporting and to get some custom reporting since we converted to CSD in January. The ADG team has been awesome to work with. They have been very available and flexible when urgent needs have come up. They are quick to assist and answer questions. We are still learning to use the Operations, Audit and Financials packs but we are very satisfied so far.”

Christy Ogurek, Vice President of Product Marketing and Development

at Prince Corporation

Infor Direct Customer

Infor CloudSuite™ Distribution

“When preparing to go live, we needed our inventory reporting across TWL and CSD to match our legacy Hyperion reports. ADG not only delivered equivalent functionality—they matched our existing reports to the penny, all on Birst. Enabling us to transition seamlessly without altering our processes or buying more software. As an NSA customer, we see the wisdom and fully support their partnership with ADG.”

Mary Loucks, Senior Information Systems Manager

at The Bolt Supply House Ltd.

Infor CloudSuite™ Distribution

“They have been very helpful for us with Birst and the Audit tool they have is great! Definitely better than using DataLake with AllVariations to find out who did something. Recommended for anyone that has compliance requirements.”

Mark McCorkle, IT Director

at Headwater Companies

Infor CloudSuite™ Distribution

“The Auditing capabilities alone make Dragon Pack® a no-brainer for any CSD customer. The ability to see who makes critical changes and who has the rights will help us in a tone of areas of our business.”

Josh Serwe, Director of Operations

at Anchor Paper

Infor CloudSuite™ Distribution

“Dragon Pack® – Audit brings back simplicity to what became a complicated process to query the Data Lake.”

Tom Clark, Operations Manager

at Goodin Company

Infor CloudSuite™ Distribution

“When we moved to CSD, we moved 300+ users and no easy way to see who has what permissions. Through ADG’s Audit solution, we can now see all of our users and their permissions in a single Birst report. With so many users changing roles, it took a lot of work to keep up and see what permissions everyone has. Having the changed by Name not just their user id is a game changer, I will be using this daily, and it would be helpful to anyone with more than a handful of users. And I must confess the install was super easy and took way less time than I thought it would! The ADG team was super helpful with that and they have a great support page (Dragon Den) that can help answer questions anyone may have. And not just about their solution but about Birst in general!”

Thomas Guess, Lead Tech Support Specialist

at Keyston Bros.

Infor CloudSuite™ Distribution

“We did end up going with ADG and have moved over from Infor Reporting to the Dragon Pack® in Birst. Bill’s group was super easy to work with and will build any custom reports and requirements you are needing, along with some really good training resources. We have gained a lot of visibility and functionality by going through this process.”

Nathan Douglas, CFO
at Terry-Durin Company

Infor CloudSuite™ Distribution

“Our implementation partner told us Birst did not work, so we ended up on a 3rd party solution, which was good but required us to go through the company for development. Since meeting Agile Dragon Group, we have learned that Birst can do anything we ask and that even the version standard in CSD comes with all the tools we need to build and maintain our reports.”

Brent Diver, Partner
at Ranger Distribution Inc.

Infor CSD

“When it came to Birst, it felt like we were paying our implementation partner to learn the platform. It was useless to us, so we gave up. When we found and partnered with Agile Dragon Group, they installed their Dragon Pack®, and opened up an incredibly powerful world of data that was originally promised by our partner, but never delivered. Now we have all the data desired for our operational reporting across Sales, Inventory, Purchasing, and AR. We have become self-sufficient in less than two weeks of consulting. They know Infor Birst, they know CSD, and they modified Birst to how we run our business. I cannot recommend them highly enough.”

Paul Von Goedert, President
at JLA Supply, Inc.

Infor CSD

“Where our implementation partner had limited expertise in Birst, ADG brought the requisite knowledge of both Birst AND the underlying M3 data to develop almost as fast as our business could formulate requirements.”

Joe Ariaudo, Vice President Of Technology at Scholl’s Wellness Company

Infor M3

“The Agile Dragon team has been a pleasure to work with during the Birst implementation. From the onset of the project, we knew that the Agile Dragon team was the right partner for us – they are organized, knowledgeable, responsive, and do what they say they are going to do. Their project management skills are some of the best that we’ve experienced. Each week we receive a detailed update from the Agile Dragon team highlighting the milestones that have been completed, the next steps in the process, and the action items that need to be completed prior to the next project update. In summary, we are very pleased with the Agile Dragon team so far and look forward to continuing to work with them going forward.”

Adam Grimes, CFO at Watchfire Signes LLC.

Infor Syteline

“We were weeks from life on CSD and met ADG at the TUG conference last year. On the first day of the project, ADG copied and loaded one of their Birst solutions, and then collaborated with our controller to get the critical reporting we needed to run our business on within days of go-live. Since then, we have integrated several new business requirements, and today we are working with ADG to retire F9 and have already succeeded in balancing our Trial Balance to the penny.”

Nick Garcia, IT Support Services, Director at KMS, Inc.

Infor CSD

TUG Member Since – 2021