track - business software · brand to create a “for dummies” ... v development experience using...

SESSIONSTRACK

Anahiem, California | May 22-25

TIME2:30pm-5pm Registration - 2nd Floor 7:00pm-8:30pm Cocktail Party - 4th Floor Lanai Level Sunset Deck

8:30am-9:00am Welcome9:00am-10:15am What’s New in SYSPRO10:15am-10:45am Morning Break10:45am-12:00pm What’s New in SYSPRO (continued)12:00pm-1:00pm Lunch1:00pm-3:15pm Track Sessions 3:15pm-3:45pm Afternoon Break3:45:pm-5:00pm Track Sessions5:00pm Free Evening

8:30am-10:45am Track Sessions10:45am-11:15am Morning Break11:15am-12:15pm Track Sessions12:15pm-1:15pm Lunch1:15pm-3:30pm Track Sessions3:30pm-4:00pm Afternoon Break4:00pm-11:30pm Disney Adventure

9:00am-10:00am What the Future Holds10:00am-10:15am Closing Address10:15am-10:45am Morning Break10:45am-12:00pm Track Sessions12:00pm-1:00pm Lunch 1:00pm-3:15pm Track Sessions

Agenda

Sunday, May 22

Monday, May 23

Tuesday, May 24

Wednesday , May 25


TIME

1:00pm -2:00pm

FINANCIALS

Sales and Use Tax for DummiesSales and use tax compliance is difficult to manage, especially if your process is manual. Avalara has teamed up with the Wiley Brand to create a “for dummies” book on tips and tricks every business needs to manage their sales tax compliance effectively and defensively. This session will explain some of the key points of the book, including:

v Understanding how to comply with tax regulations

v Determining whether you have nexus and what it means

v Management of reseller certificates

v Tips for avoiding a (costly) sales tax audit

Audience: CFO, Controller, Sales Manager, Customer Service

Presenter: Ryan Steigerwald

Increase Warehouse Efficiency through WMSLearn how the megaTrak™ best of breed Warehouse Management System delivers comprehensive warehouse, manufacturing, order fulfillment, labor tracking and freight management for manufac-turers, distributors and third party warehouses.

Built on a highly configurable platform, megaTrak™ is designed to drive process improvement and standardization, inventory accu-racy and increased speed and accuracy in order fulfillment.

Audience: Inventory Control and Management, Purchasing, CFO, Warehouse Manager, Customer Service

Presenter: Bryan Krenzin

Simply Smarter WIP ManagementLearn more about the causes of variances in Work in Progress and how to correct them.Gain insight into what to be aware of to keep Work in Progress in balance and under control.

Audience: Production and In-ventory Controller, Planner, Cost Accountant, Controller, CFO, Operations.

Presenter: Dave Mowrey

Simply Smart Roles Based SecurityJoin this session to learn how security in SYSPRO can be streamlined by deploying Role Management.

Learn how to centralize, eas-ily apply and control security throughout the organization.

Audience: Executive, System Administrator

Presenter: Albert Mendoza

Topical Educational Tracks

DISTRIBUTION MANUFACTURING ADMINISTRATION ENTERPRISE

Inter-Company Control Across the Supply ChainHave you ever wondered how your organization can manage a supply chain between your SYSPRO companies?

Join this session to gain insight into the SYSPRO intercompany module and how supply chain transactions can be automated between two SYSPRO compa-nies

Audience: Supply Chain Man-agers

Presenter: Gavin Verreyne and Priya Gupta

Monday May 23


TIME

1:00pm -2:00pm

EDUCATION

Hands-On Education

Work and Play on SYSPROThis track offers the opportunity for you to learn about SYSPRO at your own pace. You will be able to:

v Work through tutorials that will be provided on topics presented at the conference, or just “play” with the software

v Listen and learn about SYSPRO using the SYSPRO Learning Channel (SLC) recorded lessons

Experts will be available to provide assistance and answer questions.

Audience: Everyone

This track is limited to 30 attendees per session.

TOOLS DEVELOPMENT

Power Tailoring: Menus and NavigationLearn how Power Tailoring can be used to personal-ize and customize menus to meet the needs of your organization.

Join this hands-on session to discover the features and facilities available in the Ribbon Bar, Navigation Pane, and Favorites.

Learn how to create menus and add SYSPRO programs, reports, Net Express programs, and any other applications to the various menus.This session does not require development knowl-edge or skills.

This is a hands-on track and is limited to 40 attendees per session.

Audience: System Administrators and SYSPRO Users who want to get the most out of the user interface

Presenter: Lennette Dillon

SYSPRO for Developers: e.net SolutionsBring your own laptop, along with your development skills, and learn how to develop an application using your favorite Visual Studio development language using SYSPRO’s business objects to integrate trans-actions to SYSPRO.

The focus for this session is to introduce you to the concepts involved when programming with SYS-PRO e.net Solutions. It will help you learn and utilize the power of SYSPRO’s e.net Solutions in building your own custom applications and integrating SYS-PRO with other applications. This session will pro-vide you with the basic tool box and parts that you will be able to use to assemble a powerful, integrat-ed, SYSPRO e.net Solutions enabled application.

This session runs from 1:00pm-5:00pm

Audience: DevelopersPresenter: Bradley MooreAttendee pre-requisites:v Must be familiar with ERP concepts.v Knowledge of SYSPRO is preferredv Knowledge of MS SQL server 2008 R2 or higher.v Microsoft .net Framework requiredv Development experience using c#, VB.NET or ASP.NET required, MVC is a plus.v Familiarity and experience with concepts such as web services, WCF services and COM requiredSoftware requirements – all attendees must have the following installed on the development machines used for trainingv SYSPRO 7.0 with latest ports – SYSPRO company on SQL must be activev Visual studio developer frameworkv MS SQL Server 2008 R2 or higherv Net Framework 2.0 and higher (development tool and deployment dependent)

Monday May 23


TIME

2:15pm -3:15pm

FINANCIALS

Harnessing the Power of Your General LedgerJoin this session for an in-depth understanding of how to harness the extensive toolsets that can be used to make the General Ledger work for your organization.

The following features will be covered: Structured Chart of Accounts, Template Accounts, Ratios, Analysis Accounts & Categories, Multi-Currency, Sta-tistical Accounts, Commitment Accounting, and Customizing Listviews

Audience: CFO, Controllers, Accounting Dept.

Presenter: Lindsay Smith

Effective ProcurementJoin this session to gain an understanding of the tools that can be used to streamline your procurement cycle and manage purchasing budgets.

You will learn about the features available in the requisition cycle and how to optimize purchase order processing, including the use of Request for Quote

Audience: Purchasing, Buyers, Inventory Control

Presenter: Russ Yuill

Software Evolution for the Manufacturing RevolutionLearn about Industry 4.0 and how the Internet of Things is transforming manufacturing software.

Discover how the Cloud is making Manufacturing Execution Systems (MES) more affordable than ever before and how to make your factory ‘Smart’.

Audience: Executives, Produc-tion Management, Planning Management

Presenter: Mark Gregory

Document Management with Dash DDXExperience the power of going paperless. Join this session to learn how to streamline your business with Dash’s document management system, DDX™, for SYSPRO. Using Dash’s DDX, access your business documents with as little as 1 click. Just “print” to DDX and it will email, fax, print, classify and capture your SYSPRO forms.

With DDX you share, search and protect any document or file you receive or produce. Your documents are safe, secure and ready for viewing anywhere in your company.

Audience: All Executives, IT Professionals, Controllers

Presenter: Dash DDX



Information Based Inventory OptimizationJoin this session for a high level presentation designed to illus-trate the benefits of Inventory Optimization (IO) and the impact it can have on the bottom-line.

Gain insight into the benefits of IO in a business, product analysis and product segmen-tation, setting of stock policies, effective demand management process, and evaluating the effect of IO in MRP.

Audience: Executives, Inventory Management

Presenter: Steve Bassaw

Monday May 23


TIME

2:15pm -3:15pm

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Power Tailoring: Docking and Customized PanesJoin this hand-on session to learn how to move panes around, as well as how to edit, reduce, reset, remove, hide or fix panes.

You will also learn how to utilize the custom pane toolbox.

This session does not require development knowl-edge or skills.


Presenter: Junyee Wang


SYSPRO for Developers: e.net Solutions (continued)

NOTE: This workshop runs from 1:00pm-5:00pm

Monday May 23


TIME

3:45pm -5:00pm

FINANCIALS

What’s New in Payables and ReceivablesJoin this session to learn about exciting new features that have been introduced into SYSPRO’s Accounts Receivable and Ac-counts Payable modules, e.g.: Payment Collectors in Receiv-ables and Automatic Vouchering in Payables.

Audience: CFO, Controller, Accounting Department

Presenter: Pierre van Dalen

Next Generation Shipping Automation with ShipLInk 2016Can you integrate your carri-er-provided shipping software with SYSPRO or replace it with a 3rd party solution?

When and how should you utilize the USPS? How much can you save by rate comparing your LTL shipments?

This presentation will answer those questions while providing a view the new features within ShipLink 2016.

Audience: Operations Managers, Customer Service Managers, Warehouse Managers, Traffic Managers, Finance and IT Per-sonnel.

Presenter: Glenn Stewart

Quality for SYSPRO - Over-view & Advanced SYSPRO IntegrationJoin this session to learn about Quality for SYSPRO by uniPoint as a total quality management solution.

See the rich, two-way integra-tion with SYSPRO and how to leverage your SYSPRO data to automate all of your critical quality functions.

Quality for SYSPRO will trans-form your quality system into a celebrative, paperless and integrated platform for continual improvement - to the delight of your quality department, cus-tomers and ISO auditors!

Audience: Production De-partment, Operations, Quality Department

Presenter: uniPoint

Simply Smarter SYSPRO UtilitiesJoin this session to gain insight into the powerful SQL Server, Client-Server, and Archiving utilities provided as part of the standard SYSPRO product.

These tools can be used for per-formance and diagnostic que-ries, as well as the setup and maintenance of data archiving.

Audience: IT, System Adminis-trators Database Administrator




Smart e-Commerce with CyberStore for SYSPROThis session is targeted at com-panies who want to offer 24/7 sales via the Web. Join this ses-sion to gain an understanding of CyberStore for SYSPRO, and see how a real-time, custom-er-centric online storefront will increase sales while reducing costs.

Designed for the manufacturer or distributor, this session will explore both Business-to-Con-sumer (B2C) and Busi-ness-to-Business (B2B) capabili-ties and provide key insight to the importance of your customer motivation when creating an e-Commerce website.

Audience: Executives, Sales, Customer Service, IT & System Administrators

Presenter: Mike VIlla

Monday May 23


TIME

3:45pm -5:00pm

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Power Tailoring: Maximize the Power of De-signing ScreensPower Tailoring can be used to personalize and cus-tomize SYSPRO to achieve maximum productivity and ergonomics of the screen.

Join this hands-on session to learn how to move fields and panes, add and modify toolbars, add your own buttons to the toolbars or fields, insert applica-tion help as well as the tutorial player.





SYSPRO for Developers: e.net Solutions (continued)

NOTE: This workshop runs from 1:00pm-5:00pm

Monday May 23


TIME

8:30am-9:30am

FINANCIALS

Financial Reporting with BizNetJoin this session to gain an understanding of how BizNet software, a market leader for Microsoft Excel in-memory, cloud-enabled reporting can assist you with your financial reporting.

BizNet focuses on Excel report-ing solutions guided by financial and business professionals with a real-world understanding of financial, operational and techni-cal requirements.

The BizNet Excel Suite creates a user-friendly, drag-and-drop environment with real time ac-cess to the most accurate and current data.

Audience:CFO, Controller, Accounting Department

Presenter: Denise Hutchinson

Orders to Shipping and Every-thing In BetweenProcessing orders has never been so hectic as it is in today’s world. Orders can come in from many different points, such as websites, EDI, email, customer portals, etc. Decisions must be made on what to ship and to whom, so as to keep your customers happy, while at the same time minimizing inventory.

Looking to use a 3PL or even keeping your own warehouse moving efficiently can be a chal-lenge.

Join the session if you are involved in sales order manage-ment. We will discuss EDI, busi-ness objects, Advanced Order Management and other solutions for getting the right orders out the door at the right time.

Audience: Controllers, Customer Service, Supply Chain Purchasing, Shipping

Presenter: Don Schuster

Understanding MRPIf you want to understand how MRP works, then this session is for you.

You will learn what data fields impact MRP, what drives de-mand and how MRP processes the information into suggestions.

The first step of getting MRP to perform well is to gain an understanding of how everything works together, understanding the key elements that interact within MRP.

Audience: Production Control, Planners, Inventory Control, Purchasing, Supply Chain Oper-ations Management


SYSPRO TechnologyHave you ever wondered about the technology that drives your ERP investment? Join this session to take a look under the hood and understand the plat-form that your ERP investment is built on.

During this session, we will con-sider SYSPRO standard based technologies, learn the basics of e.net and business objects and look at how SYSPRO is driving your ERP experience from a technology perspective further into the future.

Audience: Executives, System Administrators

Presenter: Gavin Verreyne



Leveraging Your ERP Soft-wareWhen you have been running on SYSPRO for a few years, perhaps decades, how do you ensure that your software changes with your business and you use the latest technology to your advantage?

Join this session to learn about the tools and services—many of them free of charge—that SYSPRO offer to its customers to continually maximize the value you can extract from your investment in ERP



Tuesday May 24


TIME

8:30am-9:30am

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Power Tailoring: Associated Panes, Form Ac-tions and HyperlinksLearn how Power Tailoring can be used to display specific data anywhere in SYSPRO utilizing captions or key fields.

Join this hands-on session to learn how to display data in associated panes based upon key informa-tion.

You will also learn how to call any program using form actions and hyperlinks.



Presenter: Janet Chompff


Espresso Workshop for DevelopersMore than just coffee, come learn how to develop your own SYSPRO Espresso components us-ing MVC and deploying them into your Espresso instance.

Bring your own laptop so you can take home your masterpiece.

Audience: Developers

Presenter: Kevin Dherman

This workshop runs from 8:30am-3:30pm

Attendee pre-requisites:v Must be familiar with ERP concepts.v Knowledge of SYSPRO is preferredv Knowledge of MS SQL server 2008 R2 or higher.v Microsoft .net Framework requiredv Development experience using c#, VB.NET or ASP.NET required, MVC is a plus.v Familiarity and experience with concepts such as web services, WCF services and COM required

Software requirements – all attendees must have the following installed on the development machines used for trainingv SYSPRO 7.0 with latest ports – SYSPRO company on SQL must be activev Visual studio developer frameworkv MS SQL Server 2008 R2 or higherv Net Framework 2.0 and higher (development tool and deployment dependent)

Tuesday May 24


TIME

9:45am-10:45am

FINANCIALS

Simply Smarter CostingAttend this session to gain deeper insight into the different costing methods available in SYSPRO.

Learn how bills of material, sub contract operations and timing of transactions influence costs.

This session will include BOM Costs, Costing by Warehouse, Actual Costing, WIP Cost Basis and Manufacturing Unit of mea-sure.

Audience: CFO, Controller, Accounting Department, Opera-tions and Production

Presenter: Angela Karpik

Traceability Across the Supply ChainThis session is targeted at orga-nizations that require facilities to trace inventory items across the supply chain using serial and/or lot numbers.

Join this session to learn about the implications of working with traceable items.

Topics covered include the various numbering methods available, receiving and inspecting traceable items, pre-allocating serial or lot numbers, tracking components to parents and understanding the issues involved in product recalls. Audience: Supply Chain Manag-ers, Purchasing, Inventory Control

Presenter: Regina Corral

Controlling the Shop FloorJoin this session to discover how simple it is to take control of your shop floor.

Learn how posting of labor in real-time from the shop floor can help with accurate job costing. See how you can do material issues from the shop floor as well.

Understand how the shop floor can be simplified and managed with a live graphical view of the shop floor activities. See how shift rules can be tailored to meet your requirements.

Audience: Production Dept., System Administrator

Presenter: Darshnee Shah

Simply Smarter System Ad-ministrationJoin this session to learn more about the tools in SYSPRO de-signed to simplify administrative functions while providing more visibility and controls.

Learn how to capitalize on existing features and improve efficiency by:

v automating and scheduling regular processes and reports

v archiving data for improved performance

v auto-deploying client upgrades

v Office Integration

Audience: System Administra-tors




Leveraging the Power of CRMAs a follow up to the plenary session, this breakout dis-cussion will present additional functionality in the new CRM for SYSPRO and review the back-end configuration and custom-izations behind the examples shown.

See how the form designer and module builder allow administra-tors to deploy company-specific business scenarios and the improved security provides role-based visibility to the workforce.

The dashboards, list view editor, workflow engine, SYSPRO integration, and reporting ca-pabilities will all be reviewed in the enhanced, web-based CRM application.Audience: Sales/Marketing, Sys-tem Administrators, Executives

Presenter: Brian Mansfield

Tuesday May 24


TIME

9:45am-10:45am

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Power Tailoring: Working With Forms, Listviews and Data Grids Power Tailoring can be used to personalize and cus-tomize SYSPRO to achieve maximum productivity and ergonomics of the screen.

Join this hands-on session to learn how to move fields around on the same form, drag fields between forms, modify field properties and create custom form fields. You will also learn how to work with listviews and data grids.



Presenter: Junyee Wang


Espresso Workshop for Developers(continued)

NOTE: This workshop runs all day from 8:30am-3:30pm

Tuesday May 24


TIME

11:15am-12:15pm

FINANCIALS

Simply Smart Asset & Capex ManagementJoin this session to learn all about the features and func-tions of managing your Assets in SYSPRO, including CAPEX management, and how this module can be used to manage your assets throughout their lifecycles.

Audience:CFO, Controller, Ac-counting Department


Simply Smarter Product Con-figuratorThis presentation is aimed at companies that sell products that are the “same as except…”, or built up from a variety of options.Many companies offer the ability for customers to choose features from a list of predefined options during the order entry process. In the past, this functionality was lim-ited in SYSPRO to internal order entry personnel. Not anymore.

Join this presentation to see how SYSPRO 7 has expanded the functionality of the Product Configurator so it can now be launched over the web for cus-tomers to access directly. Using this rules based configurator can help you become more efficient by ensuring orders are entered quickly, bills of materials are accurate, and prices/costs are calculated correctly.

Audience: Sales Personnel, Cus-tomer Service, Order Processing Personnel, Engineering

Presenter: Ryan Tate

Quality for SYSPRO - The Total Inspections SolutionTotal Inspections SolutionThis session will focus on the Inspections capability of the Quality for SYSPRO by uni-Point suite of modules.

Learn how easy it is to Bubble your drawings to automate the inspection planning process. Plus we will demonstrate how to use uniPoint Mobile for ”wire-less” data collection using a tablet device; poll data from your CMM machine using Inspection Manager, and create AS9100 rev B forms using our AS9100 module.


Presenter: uniPoint

Harnessing the Power of WorkflowJoin this session to learn how to harness the power of Workflow Services to streamline busi-ness process activities within SYSPRO and apply rules-based control over business process-es.

Gain an understanding of what you can do with workflow “out-of-the-box”, as well as learn how to incorporate your own activities and programs.

Audience: System Administrator, Developers, Executives

Presenter: Bradley Moore



Decision Making Dash-boards, Analytics & Metric ReportingInformation is power and SYSPRO empowers you by providing the tools that enable you to plan, monitor and analyze your organizational processes and Key Performance Indicators (KPIs).

This session will show you how to access views of decision-driv-ers through new and existing features such as Executive Dashboards, SYSPRO Analyt-ics, Ratios, Alerts, Cash Flow Forecasting, etc.

Audience: Executives, Man-agers, System Administrators, Decision-makers at any level


Tuesday May 24


TIME

11:15am-12:15pm

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Power Tailoring: Customization ManagementA key component of Power Tailoring is to learn how to manage what you have customized. Join this hands-on session to learn how to use the customization management tool for roles, the cus-tomization profiler, display options and file locations of customizations.



Presenter: Eve Wei




Tuesday May 24


TIME

1:15pm-2:15pm

FINANCIALS

Smart, Effective Integration and BalancingThe focus for this session is effective practices for integrating and balancing Sub-Ledgers to the General Ledger, including the available tools to effective-ly manage financial reporting requirements.

Gain an understanding of the daily, weekly, monthly and annual procedures that should be followed to ensure that the fi-nancial figures within the system can be relied upon and used for effective decision-making


Presenter: Cobus Conradie

SYSPRO into the WarehouseIn today’s fast moving world SYSPRO users require accurate information. Recording of ware-house transactions on paper and entering them later into a comput-er system is no longer a viable or effective option.

Join this session to gain an understanding of how to deploy SYSPRO directly to the point of action in the warehouse - from re-ceiving to shipping and everything in between.

Learn how to speed up process-ing and increase accuracy with mobile computers, tablets, scan-ners, barcodes, multi-information-al codes and license plating.

Audience: Warehouse Managers, Production Managers and anyone else involved in getting product in, out and through the warehouse.

Presenter: Don Schuster

Improving MRP PerformanceIf you are currently using MRP and want to improve the results, then this session is for you. Learn what the keys are to improving MRP performance. Everything that can drive de-mand in MRP will be reviewed, from the master schedule and sales forecast to safety stock and everything in-between.

You will also discover how things like batching rules, order multipliers, EBQ, Pan sizes and even manually scheduled jobs impact the results from MRP. You will learn what is holding you back from improving MRP’s performance within the organi-zation.

Audience: Production Control, Planners, Inventory Control, Purchasing, Supply Chain Oper-ations Management


Simply Smarter e:SignaturesLearn about the all the ways e-Signatures can be utilized to create and control data and processes, as well as be used for extended security. Join this session to learn about the different types of transac-tional trigger points utilize the following:

v e-Signingv Allow or deny accessv Create audit logs of transactional informationv Create conditional logic for any of the above

This session does not require development knowledge or skills.

Audience: System Administra-tors and SYSPRO Users who want to get the most out of the user interface




Container Tracking: Integral to Control of the Supply Chain Join this session to gain insight into how the Container Tracking Module can help organizations visualize and manage supply chains that span multiple loca-tions.

Learn about the many bene-fits of Container Tracking for SYSPRO, including shipment tracking at order line level, knowledge of where inventory is and improve on-time deliv-ery, early detection of delays and recording departure and arrival information, knowing when containers actually ship and measure against vendor promised shipment dates, and much more.

Audience: Purchasing Managers and Supply Chain Managers


Tuesday May 24


TIME

1:15pm-2:15pm

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Power Tailoring: Simplify, Streamline Business Processes with FlowGraphs

Power Tailoring can be used to personalize and customize SYSPRO FlowGraphs to create a visual representation of your business processes.

Join this session to learn how to add shapes and define these shapes to call SYSPRO programs, Re-port Writer report, Net Express program, 3rd party application, or SRS report.







Tuesday May 24


TIME

2:30pm-3:30pm

FINANCIALS

Effective Trade Promotion ManagementJoin this session to learn more about the features and functions of Trade Promotions.

This session will include an in-depth look at the setup and application of promotions, deductions and TPM pricing management.

Audience: Controllers, Accoun-tants, Sales Personnel, Custom-er Service

Presenter: Ryan Tate

Next Generation Shipping Au-tomation & Using the Formula Builder in ShipLInk 2016A distilled version of the “Next Generation Shipping Automation” presentation to be followed by a short workshop on the ShipLink 2016 Formula Builder.

The Formula Builder is a scripting rules engine that provides the ability to write almost unlimited business rules into your shipping process.

Audience: IT personnel, opera-tions managers, customer service managers, warehouse managers, traffic managers and finance personnel.

Presenter: Glenn Stewart

The Power of Three: Inte-grated Planning, Workforce and Factory ManagementLearn how LYNQ’s innovative suite of products help you mea-sure, manage and improve your overall equipment effectiveness (OEE).

Topics include Materials Plan-ning, Finite Capacity Scheduling, Cloud-Based Publishing, Shop Floor Data Collection, Live Sta-tus Tracking, Employee Perfor-mance Analysis, Paperless Shop Floor, Issue Tracking & Work-flow and Factory Performance Analysis (OEE, TEEP and Six Big Losses).

Audience: Executives, Produc-tion Management, Planning Management

Presenter: Mark Gregory

Effective Point of Sale Ad-ministrationJoin this session to learn about how to effectively administer SYSPRO’s scalable, web-based Point of Sale system, which is designed specifically to handle the customer-facing front end of your business.

This integrated suite offers a wide variety of applications encompassing all your in-store requirements, tender processing and stock control.

Audience: IT Professionals, All Executives, Controllers

Presenter: Paulo De Matos



Leveraging Your Inventory ForecastingAccurate and timely forecasts are essential to improving profit-ability in Make to Stock manu-facturing environments.Join this session to get a detailed understanding of the Inventory Forecasting functions available in SYSPRO 7.

Topics covered include Manual Forecasting using historical data in SYSPRO, Pareto Analysis, Demand History Maintenance, Batch Forecasting, and aggre-gating forecast data using Inven-tory Families and Groupings.



Tuesday May 24


TIME

2:30pm-3:30pm

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

SRS Archiving, Scheduling and Custom Report MenusThe focus for this session will be:

v Archiving of reports for quick retrieval and to support a paperless environment

v Scheduling report to run unattended

v Creating customized report menus



Presenter: Justin Gates




Tuesday May 24


TIME

10:45am-12:00pm

FINANCIALS

Traceability Across the Sup-ply Chain

REPEAT Session

This session is targeted at orga-nizations that require facilities to trace inventory items across the supply chain using serial and/or lot numbers.

Join this session to learn about the implications of working with traceable items.

Topics covered include the var-ious numbering methods avail-able, receiving and inspecting traceable items, pre-allocating serial or lot numbers, tracking components to parents and un-derstanding the issues involved in product recalls.

Audience: Supply Chain Man-agers, Purchasing, Inventory Control

Presenter: Regina Corral

Leveraging the Power of CRM

REPEAT Session

As a follow up to the plenary session, this breakout discussion will present additional functionality in the new CRM for SYSPRO and review the backend configuration and customizations behind the examples shown.

See how the form designer and module builder allow administra-tors to deploy company-specific business scenarios and the im-proved security provides role-based visibility to the workforce.

The dashboards, list view editor, workflow engine, SYS-PRO integration, and reporting capabilities will all be reviewed in the enhanced, web-based CRM application.

Audience: Sales/Marketing, Sys-tem Administrators, Executives

Presenter: Brian Mansfield

What’s New in the Manufac-turing Modules?See what’s new and exciting in SYSPRO - join this session for an introduction to all the new features that have been released in the manufacturing modules since the rollout of SYSPRO 7.

Modules covered include: Bill of Materials, Work in Progress, Quotations, Engineering Change Control and Inventory.

Audience: Production Control, Planners, Inventory Control, Purchasing, Operations


Document Management with Dash DDX

REPEAT Session

Experience the power of going paperless. Join this session to learn how to streamline your business processes through the use of a document management system.

Using Dash’s DDX, just print your documents and DDX will capture them, apply strategic keywords, file them, and distrib-ute them through fax, email and to multiple printers.

Your documents are safe, secure and ready for viewing anywhere in your company.

Audience: All Executives, IT Professionals, Controllers

Presenter: Dash DDX



Smart e-Commerce with CyberStore for SYSPRO

REPEAT Session

This session is targeted at com-panies who want to offer 24/7 sales via the Web. Join this ses-sion to gain an understanding of CyberStore for SYSPRO, and see how a real-time, custom-er-centric online storefront will increase sales while reducing costs.

Designed for the manufacturer or distributor, this session will explore both Business-to-Con-sumer (B2C) and Busi-ness-to-Business (B2B) capabili-ties and provide key insight to the importance of your customer motivation when creating an e-Commerce website.

Audience: Executives, Sales, Customer Service, IT & System Administrators

Presenter: Mike Villa

Wednesday May 25


TIME

10:45am-12:00pm

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Customizing SRS TemplatesJoin this session for an in-depth look at managing your document templates using SYSPRO Reporting Services.

In this hands-on session you will learn how to use standard and custom fields on document templates and how to include other data on your documents.

Prerequisites: Basic Crystal knowledge

Audience: Report Producers, System Administrator

Presenter: Angelito Garcia


Power Tailoring for Developers: Customized PanesBring your own laptop, as well as your development skills and learn how to develop customized panes using VBScripting and business objects. Each customized pane can have its own VBScript code associated with it, making it extremely flexible.

The VBScripting can be used to call SYSPRO’s business objects to process and retrieve informa-tion. The ability to embed a .NET User Control into a customized pane means that skilled developers can create new functionality, and this can be done in such a way that it appears to the operators as if it is part of SYSPRO.

Audience: DevelopersPresenter: Bradley Moore

This workshop runs from 10:45am-3:15pmAttendee pre-requisites:v Must be familiar with ERP concepts.v Knowledge of SYSPRO is preferredv Knowledge of MS SQL server 2008 R2 or higher.v Microsoft .net Framework requiredv Development experience using c#, VB.NET or ASP.NET required, MVC is a plus.v Familiarity and experience with concepts such as web services, WCF services and COM requiredSoftware requirements – all attendees must have the following installed on the development machines used for trainingv SYSPRO 7.0 with latest ports – SYSPRO company on SQL must be activev Visual studio developer frameworkv MS SQL Server 2008 R2 or higherv Net Framework 2.0 and higher (development tool and deployment dependent)v Familiarity with VBScript

Wednesday May 25


TIME

1:00pm-2:00pm

FINANCIALS

Financial Reporting with BizNetJoin this session to gain an understanding of how BizNet software, a market leader for Microsoft Excel in-memory, cloud-enabled reporting can assist you with your financial reporting.

BizNet focuses on Excel report-ing solutions guided by financial and business professionals with a real-world understanding of financial, operational and techni-cal requirements.

The BizNet Excel Suite creates a user-friendly, drag-and-drop environment with real time ac-cess to the most accurate and current data.


Presenter: Denise Hutchison

Sales and Use Tax for Dum-mies

REPEAT Session

Sales and use tax compliance is difficult to manage, especially if your process is manual. Avalara has teamed up with the Wiley brand to create a “for dummies” book on tips and tricks every business needs to manage their sales tax compliance, effectively and defensively. This session will explain some of the key points of the book, including:

v Understanding how to comply with tax regulations

v Determining whether you have nexus and what it means

v Management of reseller certificates

•Tips for avoiding a (costly) sales tax auditAudience: CFO, Controller, Sales Manager, Customer ServicePresenter: Avalara

Quality for SYSPRO - Over-view & Advanced SYSPRO Integration

REPEAT Session

Join this session to learn about Quality for SYSPRO by uniPoint as a total quality management solution.

See the rich, two-way integra-tion with SYSPRO and how to leverage your SYSPRO data to automate all of your critical quality functions.

Quality for SYSPRO will trans-form your quality system into a celebrative, paperless and integrated platform for continual improvement—to the delight of your quality department, cus-tomers and ISO auditors!


Presenter: uniPoint

Increase Warehouse Efficien-cy through WMSLearn how the megaTrak™ best of breed Warehouse Management System delivers comprehensive warehouse, manufacturing, order fulfill-ment, labor tracking and freight management for manufactur-ers, distributors and third party warehouses.

Built on a highly configu-rable platform, megaTrak™ is designed to drive process improvement and standardiza-tion, inventory accuracy and increased speed and accuracy in order fulfillment.

Audience: Inventory Control and Management, Purchasing, CFO, Warehouse Manager, Customer Service

Presenter: Bryan Krenzin



Information Based Inventory Optimization

REPEAT Session

Join this session for a high level presentation designed to illus-trate the benefits of Inventory Optimization (IO) and the impact it can have on the bottom line. Gain insight into the benefits of IO in a business, product analysis and product segmen-tation, setting of stock policies, effective demand management process, and evaluating the effect of IO in MRP.


Presenter: Steve Bassaw

Wednesday May 25


TIME

1:00pm-2:00pm

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Customizing SRS Reports Join this hands-on session to learn how to create new and maintain existing reports using SYSPRO Reporting Services.

You will also come to understand the difference between a SYSPRO business object based report versus an ODBC based report and how to combine these two data source types within a report.



Presenter: Eric Granata


Power Tailoring for Developers: Customized Panes (continued)

NOTE: This workshop runs from 10:45am-3:15pm

Wednesday May 25


TIME

2:15pm-3:15pm

FINANCIALS

Smart, Effective Integration and Balancing

REPEAT Session

The focus for this session is effective practices for integrating and balancing Sub-Ledgers to the General Ledger, including the available tools to effective-ly manage financial reporting requirements.

Gain an understanding of the daily, weekly, monthly and annual procedures that should be followed to ensure that the fi-nancial figures within the system can be relied upon and used for effective decision-making.


Presenter: Cobus Conradie

Inter-Company Control Across the Supply Chain

REPEAT Session

Have you ever wondered how your organization can manage a supply chain between your SYS-PRO companies?

Come and join us for this session to take a look at the SYSPRO intercompany module and learn how supply chain transactions can be automated between two SYSPRO companies.

Audience: Supply chain managersAudience:


Controlling the Shop Floor

REPEAT Session

Join this session to discover how simple it is to take control of your shop floor using Shop-Clock.

Learn how posting of labor in real-time from the shop floor can help with accurate job costing. See how you can do material issues from the shop floor as well.

Understand how the shop floor can be simplified and managed with a live graphical view of the shop floor activities. See how shift rules can be tailored to meet your requirements.

Audience: Production Dept., System Administrator

Presenter: Darshnee Shah

Simply Smarter System Ad-ministration

REPEAT Session

Join this session to learn more about the tools in SYSPRO de-signed to simplify administrative functions while providing more visibility and controls.

Learn how to capitalize on existing features and improve efficiency by:

v Automating and scheduling regular processes and reports

v Archiving data for improved performance

v Auto-deploying client up grades

v Office Integration

Audience: System Administra-tors




Decision Making Dash-boards, Analytics & Metric Reporting

REPEAT Session

Information is power and SYSPRO empowers you by providing the tools that enable you to plan, monitor and analyze your organizational processes and Key Performance Indicators (KPIs).

This session will show you how to access views of decision-driv-ers through new and existing features such as Executive Dashboards, SYSPRO Analyt-ics, Ratios, Alerts, Cash Flow Forecasting, etc.

Audience: Executives, Man-agers, System Administrators, Decision-makers at any level.


Wednesday May 25


TIME

2:15pm-3:15pm

EDUCATION

Hands-On Education





Audience: Everyone


TOOLS DEVELOPMENT

Customizing SRS Templates

REPEAT Session

Join this hands-on session for an in-depth look at managing your document templates using SYSPRO Reporting Services.

In this session you will learn how to use standard and custom fields on document templates and how to include other data on your documents.



Presenter: Angelito Garcia


Power Tailoring for Developers: Customized Panes (continued)

NOTE: This workshop runs from 10:45am-3:15pm

Wednesday May 25

track - business software · brand to create a “for dummies” ... v development experience using...

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