Transcript BizTech 2012 VISUAL User Conference - Breakout Sessions BizTech 2012 VISUAL User Conference - Breakout Sessions Track G.

BizTech 2012 VISUAL User Conference - Breakout Sessions
BizTech 2012 VISUAL User Conference - Breakout Sessions
Track G
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
G-101
Infor10 ERP Express (VISUAL)
Roadmap
Danna Nelson, Infor
Infor10 ERP Express (VISUAL) 7.0 was released in 2011 and
Version 7.1 is scheduled to be released in 2012. This session with
Danna Nelson, Senior Product Manager for VISUAL, will give you
a look into the future of VISUAL.
G-102
Infor10 ERP Express (VISUAL)
Optional Modules
Paul Dubuque, Infor
Extending the functionality of your core VISUAL manufacturing
and financial systems. In this session, you will have the
opportunity to learn more about the optional modules that are
available within Infor10 ERP Express (VISUAL).
G-103
Reimplementing VISUAL for
Continued Success
Kurt Carr, BizTech
In this session you will learn cost efficient, effective strategies for
refitting your use of VISUAL to the current and projected needs
of your business. Given the incredible pace of change in
manufacturing, chances are good that your business has
transformed since you started using VISUAL. As a business
strategy, perhaps it is time to consider reimplementation.
Reimplementation is the chance to work with a blank canvas. It
gives you the opportunity to make decisions that are appropriate
for your business today and write a new script for your
continued success.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
G-104
EDI 101
Darcy Running, Data
Communication
Solutions
What is it? Electronic Data Interchange, or EDI, is a method of
transporting all types of information, such as purchase orders,
invoices, payments and even graphics, to another party
electronically. EDI is a tool that allows you to achieve significant
improvements in your business processes and customer
communication. While there are preferred ways to implement
EDI, much depends on the requirements of your trading
partners. Without question, the approach you choose should be
driven by your business needs.
G-105
National VISUAL Users Group:
State of the Union
Jason Snoeyink, Metal
Components
Candy Cole, FasTest
This session is about bringing Infor10 ERP Express (VISUAL)
Manufacturing User Group communities together with the
support of INFOR with the intention of leveraging and improving
the software and ERP processes collaboratively. You will be
introduced to the Visual Enterprise Global User Group (VEGUG)
initiatives, which include a new website, Online Group
Enhancement Requests and more. You will learn how you can be
involved in a Regional User Group, how the groups are
structured, when and where they meet, what is discussed and
presented at the meetings.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
G-106
VISUAL Enhancements
Roundtable
Danna Nelson, Infor
Mike Brown, BizTech
This roundtable session with Danna Nelson, Mike Brown and
your peers, will give you the opportunity to communicate and
discuss product enhancements to Infor10 ERP Express (VISUAL)
that would be a benefit to your company and the VISUAL User
community.
G-107
Maximizing the Return on your
ERP Investment
Kurt Carr, BizTech
Using Infor10 ERP Express (VISUAL) as an object example, you
will learn the keys to maximizing the effectiveness of your ERP
system. Understand how to best manage system supported
exceptions. Discover the essential role of priority management
using your ERP system. Identify Key Performance Indicators
(KPIs) that are essential to effective ERP management.
G-108
Managing your VISUAL
Lifecycle with EPAK
Darren Farmer,
BizTech
Infor Enterprise Performance Accelerator Kit (EPAK) is a full
service on demand training and project documentation
development and delivery tool. Learn how your company can
benefit from EPAK, which gives you all the tools you need to
document your data flow processes in VISUAL, build your
employee skill sets and make them more productive.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
G-109
Is it Time to Upgrade VISUAL?
Paul Dubuque, Infor
The age old question with many companies is; when should we
upgrade VISUAL? In this session you will learn about the
enhancements available to you in VISUAL 7.0 which is the most
current version.
G-110
TrueFit Solutions for VISUAL
Dave Mueller, TrueFit
For many years TrueFit Solutions has developed applications for
Infor ERP VISUAL. Learn about the latest functionality of the
following TrueFit products: Rename and Merge, eBusiness
Foundation, Credit Card Automation, Customer ESP and
ShopOps.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
Track F
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
F-101
Standard Financials Closing
Procedures
Joe Horvath, BizTech
Fiscal year or calendar year, your company needs solid closing
procedures to produce accurate Financial statements. Joe Horvath
will review best practices for your month-end and year-end
closing processes using the Infor10 ERP Express (VISUAL) Standard
Financial module.
F-102
Global Financials Closing
Procedures
Melissa Brown-Moreau,
BizTech
With multiple entities and/or multiple companies, closing the
month or year can be complicated. In this session, you will learn
about the auditing tools and procedures to use for a solid closing .
This session is geared for companies using or interested in using
Infor10 ERP Express (VISUAL) Global Financials.
F-103
Costing Tools
Glenn Smith, BizTech
VISUAL Costing Tools include several options to Audit and
recalculate your costs. In this session, Glenn Smith will discuss the
various Costing Tools available within VISUAL. You will learn how
and when to utilize Costing Tools.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
F-104
Business Intelligence
Made Easy: Get The Answers
You Need On The Spot
Chris Beckstand,
Compusoft
Discover the leading Business Intelligence solution that makes you
the first to know what is happening within your organization and
just how it affects your bottom line. With the VISUAL BI Reporting
Suite (Synoptix), uncover just how simple it is to create real-time,
powerful dashboards highlighting your Key Performance
Indicators, as well as financial and operational metrics from
anywhere within VISUAL. Learn about Synoptix' new capabilities,
including how to create financial and BI trending metrics in
seconds.
F-105
Project Accounting and
Auditing
Melissa Brown-Moreau,
BizTech
This session will explain the difference between VISUAL Standard
Manufacturing and VISUAL Project. You will learn the effect of
Project Accounting on your month-end financial closing and how
to use auditing reports to support the process. This session is
geared for companies using or interested in using Infor10 ERP
Express (VISUAL) Project Manufacturing.
F-106
Measuring the Cost of Quality
Steve Smeiles, BizTech
The Cost of Quality can wreck havoc on your bottom-line, and
oddly enough, many companies don’t even realize it. In this
session, Steve Smeiles will discuss how to measure the Cost of
Quality with VISUAL Quality Management.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
F-107
Costing Utilities
Jim Kistner, BizTech
Have you ever asked the question, What happens when I run
Costing Utilities? In this session, Jim Kistner will discuss the distinct
functions of Costing Utilities and offer some insight as to what is
happening behind the scenes.
F-108
Utilizing the GL Report Writer
Glenn Smith, BizTech
The GL Report Writer in VISUAL can be a very powerful tool, if you
use it. The GL Report Writer conceptually displays data in a similar
manner to a 32 column pad. You can output your custom reports
to the screen, send them to a printer, or use the information in a
file that you can manually manipulate outside of VISUAL.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
Track M
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
M-101
Inventory Management
Tools
Jim Stickler, BizTech
Learn how to enhance your control and improve inventory
accuracy with: Auto Issue, Inter-branch Transfers and
Cycle Counting. These three functions of Inventory
Management can provide you with tools that will allow
you to run a “World Class” inventory system.
M-102
The Basics of VISUAL
Scheduling - Session 1
Kurt Carr, BizTech
Scheduling the Shop Floor is the heartbeat of every
Manufacturing Company, and the patented VISUAL
Scheduler is just the tool to keep the beat. In this session
you will learn about the basic criteria needed to
effectively use the VISUAL Scheduler. Several Scheduling
Scenarios will be discussed, Setup will be reviewed and
you’ll have a chance to see the VISUAL Scheduler in
action.
M-103
The Basics of VISUAL
Scheduling - Session 2
Kurt Carr, BizTech
Too much to cover in an hour, this is session 2 of 2.
Scheduling the Shop Floor is the heartbeat of every
Manufacturing Company, and the patented VISUAL
Scheduler is just the tool to keep the beat. In this session
you will learn about the basic criteria needed to
effectively use the VISUAL Scheduler. Several Scheduling
Scenarios will be discussed, Setup will be reviewed and
you’ll have a chance to see the VISUAL Scheduler in
action.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
M-104
Master Product Configurator
- Session 1
Paul Turnberg, BizTech
The VISUAL Master Product Configurator is a development
tool for manufacturers of configurable products with
standard or multiple options. It enables your sales force to
correctly customize and configure your product, then
quickly and easily create quotes and customer orders in
VISUAL.
M-105
Master Product Configurator
- Session 2
Paul Turnberg, BizTech
Too much to cover in 1 hour, this is the 2nd of 2 sessions.
The VISUAL Master Product Configurator is a development
tool for manufacturers of configurable products with
standard or multiple options. It enables your sales force to
correctly customize and configure your product, then
quickly and easily create quotes and customer orders in
VISUAL.
M-106
Implementing VISUAL Time
and Attendance (VTA)
Jim Stickler, BizTech
VISUAL Time and Attendance (VTA) is one of the
additional modules available in the Infor10 ERP Express
(VISUAL) suite of applications. The application includes
attendance reporting, labor and production reporting.
A highly functional kiosk application is included for data
collection on the shop floor. This presentation will review
the features of the application and present a methodology
for implementation. Real data will be used to
demonstrate the functions of the system including the
kiosk application.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
M-107
Getting Started with
VISUAL Quality
Steve Smeiles, BizTech
Total Quality Management (TQM) with VISUAL Quality
Management (VQM). It’s not just a concept, it can be a
reality. In this session, you will learn about the tools
available for you to manage your Quality Programs with
Visual Quality Management.
M-108
Material
Requirements
Planning (MRP) Basics
Brian Jones, BizTech
Material Requirements Planning (MRP) is a major
contributor to the success on the shop floor. This session
will focus on Part Maintenance set-up with regards to
setting the MRP parameters. You will learn about basic
MRP processing and outcomes.
M-109
VISUAL
Manufacturing
Roundtable
Joe Horvath, BizTech
Jim Stickler, BizTech
Nick Huber, BizTech
Kurt Carr, BizTech
Jason Snoeyink, Metal Components
This roundtable session with several BizTech Consultants
and your peers, will give you the opportunity to discuss
manufacturing process, procedures and information flow
on the manufacturing side of VISUAL.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
Track T
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
T-101
Infrastructure Foundation
Best Practices
Bill Wass. BizTech
This session will explore the hardware, software and services
that make up the foundation of your network operations. You
will learn how your company can meet both Infor and Microsoft
Best Practices for optimizing network performance and
business information systems.
T-102
Infor's Enterprise Mobility
Strategy for VISUAL
Nick Borth. Infor
Join Nick Borth, product manager of Infor10 Motion for an
overview of Infor’s enterprise mobility strategy for Infor10 ERP
Express (VISUAL). Nick will discuss new and innovative mobile
apps coming to VISUAL, focusing on Infor10 Motion Road
Warrior for mobile sales personnel. This session will also
include an overview of key market influencers that shape the
way in which you can mobile-enable your business in 2012 and
beyond.
T-103
EDI Roundtable
Darcy Running, Data
Communication Solutions,
Paul Turnberg, BizTech,
Russ White, Base2
Whether you already have an EDI solution or you are looking to
implement one, integrating your EDI solution with VISUAL is
likely a hot topic. This roundtable session with Darcy Running,
Paul Turnberg and Russ White, will give you the opportunity to
discuss the technical aspects of EDI.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
T-104
Using VISUAL Workflow
Gary Goslin, BizTech
Workflow is the automation of a business process in part or in
its entirety, integrating policies and procedures with
information flow according to predefined conditions or rules. In
this session, Gary Goslin will emphasize the value of using
VISUAL Workflow, discuss how to build a workflow and show
examples of workflows being used by other companies.
T-105
Business Continuity and
Virtualization
Bill Wass, BizTech
Business Continuity is a methodology used to plan for
interruptions of business operations. Virtualization is a
technology used reduce or eliminate downtime either onpremise or in a cloud computing environment. Learn about the
methodology and the technology to keep your systems
available to your end-users.
T-106
Mobile Business Intelligence
with moBI-ERP
Brian Kazmierczak, Rubber
Tree Systems
Rubber Tree Systems has been a pioneer in mobilization
services for distribution and manufacturing sales for over 6
years. In this session, Brian Kazmierczak will show you how
moBI-ERP allows your sales force instant access to your Infor
ERP VISUAL system- including orders, quotes, invoices,
inventory, AR, and more from any smart phone or tablet. moBIERP is a device-independent mobile business intelligence
service that will make your sales force more informed and more
efficient.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
T-107
Infor10 Query & Analysis for
VISUAL
Paul Dubuque, Infor
Q&A is a dynamic, multi-language, multi-currency reporting tool
that is powerful, flexible, secure, and easy to use. The solution’s
integration with Microsoft® Excel enables quick user adoption
with minimal training and technical skills. Using familiar desktop
applications, users can quickly and efficiently create reports
that highlight trends, patterns, and exceptions. And since
minimal IT support and involvement are required, maintenance
is easy..
T-108
The Power Of The Object
Nationalizer
Gary Goslin, BizTech
The Object Nationalizer from Unify (Gupta) is a powerful tool
that allows you to customize most of the VISUAL windows to fit
your needs. Hiding a field and changing a field display name are
examples of a few ways to utilize this tool. This technical
session will give you a look into how you can effectively use the
Object Nationalizer to enhance the VISUAL user experience.
T-109
Unify (Gupta) Report Writer
Tasha Parker, BizTech
In this session, you will learn how you can modify your Standard
VISUAL Reports and Forms with the Unify (Gupta) Report
Writer. Commonly referred to as QRPs, there are hundreds of
reports in VISUAL, you will see examples of formatting,
Extended Queries and other important attributes.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
ID
Topic
Presenter
Description
T-110
Managing Your SQL Server
Environment
Ivan Wilson, BizTech
Jim Kistner, BizTech
Darren Farmer, BizTech
Susan Justice, BizTech
Join this breakout session for some powerful tips & tricks
related to Microsoft SQL Server. Four of our SQL Server experts
will present the best practices for Database Maintenance Plans,
a demonstration of using SQL Trace to track VISUAL Processes,
Migrating users to new SQL Server instance and an
introduction to custom database views for quick ad-hoc
reporting and Excel data analysis. The session will wrap up with
some Q&A time in a roundtable format.
T-111
Advantages of Migrating to
SQL Server
Susan Justice, BizTech
For those of you on the SQLBase Database Platform this session
is for you. With VISUAL 7.0 and higher, SQLBase is no longer a
supported platform. When upgrading to VISUAL 7.0, you need
to Migrate to SQL Server or Oracle. Attend this session to learn
about the migration process and the advantages of SQL Server.
Session ID Track: G = General, F = Financial, M = Manufacturing, T = Technical
BizTech 2012 VISUAL User Conference - Breakout Sessions
3306 Executive Parkway, Suite 201
Toledo, Ohio, 43606
www.gobiztech.com
[email protected]
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