A+ users, join your peers and Infor representatives for a pre-conference get-together.
7:00am Continental Breakfast (included)
8:00am SIG Business:
9:00am Have a Mod? Share a Mod?
10:15am Break
10:30am Have a Mod? Share a Mod? (continued)
Noon Lunch (included)
1:00pm Reporting
2:00pm Break
2:15pm Reporting (continued)
5:30pm Trade Show Happy Hour
Agenda
7:00 AM to 8:00 AM Continental Breakfast
8:00 AM to 8:30 AM Introductions/Sign-up Sheet
8:30 AM to 9:00 AM
We need to try to give them the questions in advance and will not discuss things for which there is a session on the agenda.
9:00 AM to 9:30 AM
Discuss our reasons to exist as a group.
9:30 AM to 10:00 AM
Andrea Bailey – so what is a BMUG industry “pack”.
INFOR’s commitment to BMUG moving forward.
10:00 AM to 10:15 AM Beverage and related break.
10:15 AM to 11:30 AM
11:30 AM to 12:00 AM
12:00 PM to 1:00 PM Lunch
1:00 PM to 2:00 PM
Infor presentation to Distribution Business (Sx.e) Users
2:00 PM to 5:00 PM
We can gather as a group if there is momentum OR we can have a BMUG leaders discussion OR we can disburse.
8-8:30 Introductions
8:30-9:15 - SXE Roadmap (Daryl)
9:15-10:30 - Discuss SXE top priority issues
10:30 - 11:30 - Infor joins and we discuss priority issues with them
11:30 - 12:00 Wrap up and discuss any other issues and next steps
Agenda:
08:00 – 08:30 Nicole Krantz – Update on Infor Support (time TBD)
08:30 – 09:00 Virtualization – (should we invite Tim Watson with Tridex?)
09:00 – 09:30 iPad (or iPhone, iMac) the iWant crowd vs … ??? technology alternatives
09:30 to 10:15 Best Practices:
Remote access (VPN, RDP), mobile users (see iWant), Service Warranty & mobile technicians, credit cards, eSales, inventory management & cycle counts, fill-rate calculations/purchasing practices
10:30 – 11:00 Data Updates: changing vendors, importing budgets, non-Toro price updates
11:00 – 11:30 Success stories? MaxRecall, Digital Shipper/Logicor, NowDocs/Fax Sys, F9, Hyperion, CC3/XML, Bill Trust, eStorefront/eCatalog, etc.
11:30 – 12:00 APEFA in GUI, how do we get this TUG item out for vote with all the SIGs – perhaps we can draw up the business argument and request it be reviewed for the next general release. It is not cost-effective to design this as a mod.
Closing: Welcome or elect our new president.
8:00am – Noon: Morning agenda:
* Welcome to the conference
* Board Member Introductions
* Participant Introductions
** Name, Company, 2-3 of your top projects for the last or coming year
* About NAPCG (brief)
* Infor Presentations
* Infor and Infor Distribution Update – Andy Berry, TJ, Kelly Squizzero , A+ Sales rep.
* A+ Roadmap – Kelly Squizzero
* Sponsor 5-10 minute presentations
Noon – 1:00pm: Lunch
1:00pm - 5:00pm: Afternoon agenda
* Bring Your Questions Session
* Enhancement Discussions: This was a recommended topic from the last meeting. The recommendation was that we would allow anyone 5 minutes to speak about their enhancement submissions to gain support and see if anyone would like to participate or get Infor involved.
* Requirements definition opportunity for Infor development employees
* Recommended sessions to attend at this conference
8:00 am to 8:15 am - Welcome
8:15 am to 10:15 am - User Mod Show and Tell
10:15 am to 10:45 am - Break
10:45 am to 11:15 am - Jim Albright new mods
11:15 am to 11:45 am - Ed Oldfield printing PDF's from AIX, new mods
11:45 am to 12:00 pm - morning closing remarks
12:00 pm to 1:15 pm - lunch
1:15 pm to 1:45 pm - Gary Brown, Grant Howard mods
1:45 pm to 3:00 pm - Infor, Mod Money Program and SXe overview
3:00 pm to 3:30 pm - break
3:30 pm to 5:00 pm - Vendor Presentations
Agenda
7:00 AM to 8:00 AM Continental Breakfast
8:00 AM to 9:00 AM
9:00 AM to 10:00 AM
10:15 AM to 12:00 AM
12:00 PM to 1:00 PM Lunch
1:00 PM to 2:00 PM Infor presentation to Distribution Business (SX.e) Users
2:00 PM to 5:00 PM
Inventory Management authority and SXe AIM conceptual designer Grant W. Howard will spend the afternoon with us to facilitate the following:
Agenda
7:00 - 8:00am - TUG's sponsored breakfast (see http://www.tugconnects.net/)
8:00 - 8:30am - Informal Greetings/ Introductions at our meeting room (Ron)
8:30 - 10:00am - Kickoff to the meeting (Ron, Helen)
Formal Introductions - Begin the Company Projects & Best Practices discussions
Focus on:
10:00 - 10:15am - Break
10:15-11:30am - Continue Company Projects & Best Practices discussions (All)
11:30- 12:00am - Review & finalize topics / approach for the Infor afternoon session (All)
12:00-1:00pm - Lunch
1:00-2:00pm - SX.e General SIG Session - Infor Presentation (location TBD)
2:00-2:30pm - Free form discussions (prep for leadership vote)
2:30-4:30pm - Infor Management discussions with CIO members
Topics to include:
4:30-5:00pm - Leadership Voting / 2012 schedule / Meeting wrap up
5:30-6:30pm - Trade Show happy hour reception
7:00pm - Infor Sponsored Dinner (18 Oaks - JW Marriott)
Don Harrington and Infor will address all SX.enterprise users with updates pertinent to all users. Following this, the group will break out into various roundtable or user group discussions
Don Harrington will lead a lively discussion on the challenges of tracking and communicating with customers regarding their stuff.
Are you challenged by managing your nonstocks? Who isn't? Come share your best practices, modifications, and other solutions.
General business meeting for MaxRecall users.
Max User Group (MUG) provides its members an opportunity to network and share solutions with a community of MaxRecall software users.
The Max User Group (MUG) is a platform for MaxRecall users to collaborate and share knowledge on MaxRecall deployments, products and best practices, as well as organize enhancement requests and provide peer-to-peer support and guidance.
SIG meeting to discuss issues common to PHAC users, including:
Roundtable discussions on showrooms in your business and the integration to SX.e
If you're new to TUG or just want a chance to talk with others about what value TUG brings to the table and what we can do to improve it, we invite you to join the TUG board of directors in a roundtable discussion and share your thoughts.
Roundtable discussion on using and measuring value-added services.
Come to the trade show area to enjoy drinks, light hors d'oeuvres and some casual networking with our sponsors and other attendees.
An introduction to Infor’s Business Intelligence solutions: This session presents Infor’s BI solutions mapped to strategic, analytical and operation reporting and charting needs. A comparison of Infor10 ION BI products is presented with information on determining which solution best fits for your needs. Examples of dashboards, charting and reporting, and Infor’s new In-Context BI will be shown.
What is PCI Compliance and what are you doing to maintain it?
The Payment Card Industry Data Security Standard (PCI DSS) secures cardholder data that is stored, processed or transmitted by merchants and processors. PCI DSS specifies 12 requirements entailing many security technologies and business processes, and reflects most of the usual best practices for securing sensitive information. The resulting scope is comprehensive and may seem daunting – especially for smaller merchants who have no existing security processes or who have not gone through the process before. Help your business optimize protection of cardholder data and ensure compliance with the standard. Join us to learn simple information around what is most relevant for card data storage and infrastructure integrity and what this means for A+, FACTS, SXe and Storefront Customers.
One of the keys to providing great customer service is giving your customers more options and being considered as “easy to do business with”. Infor ERP Storefront provides your customers with a simple self-service option which is expected in today’s competitive distribution marketplace. This solution will help you keep pace with your customers' changing needs and expectations for ease-of-use, in depth functionality, advanced search capabilities and up to date product information. Back end tools such as Analytics and Merchandising will help you be pro-active for improved visibility, increased conversion rates and maximized sales.
Attend this session for a review and presentation of Infor ERP Storefront and the new features available in Storefront 2.0 which include a new “look and feel”, paying open invoices on line, budgets, spend limits, approvals and simpler site branding.
Not running the latest version of SX.e? In this session we will review the options for doing a cost-effective upgrade to version 6.1. We will also discuss tips on making your upgrade successful! Note: this session will focus on the process of an upgrade; not technical aspects of it.
Had a disaster lately? If not, you probably know someone who did. This session will cover what types of disasters you need to be ready for; what you can do to prepare yourself for those; and how best to plan and mitigate those disasters. We will talk about the different options available to you and what you can do to implement those solutions. We will also talk about the importance of monitoring your environment and what you need to do. This session is for anyone that is involved in disaster planning for your company – be it with the application specifically or the business continuity process in general.
Join this session for the latest technical updates to IBM i and IBM Power Systems, along with enhancements for IBM i V 7.1, IBM DB2®, IBM PowerVM® virtualization, and PowerHA® high availability. Learn more about our special offers and how POWER7 processor-based servers can prepare your business for the future.
This session will review the details of the Infor and Salesforce partnership, the introduction of Inforce products and the overall product development strategy, and the product delivery roadmap.
Within this session we will present new functionality which is available through a custom modification from epaCube/Laurier to categorize your data within epaCube and then pull that information into Storefront with minimal effort. If you are struggling to organize your data for Storefront, this is a good session for you.
Managing inventory for your customer can give you a competitive advantage, but is it right for your business? If you're considering it as a business strategy, or if you're already in it up to your ears, this session is for you. Bring your questions to our panel of experienced DMI users. Some potential topics to be addressed are:
How can your organization benefit from MS SharePoint? Find out what this dynamic and easy to use web-based collaboration platform can do for your business. The tools available in SharePoint can be used to redefine how your employees work with your systems and data as you compete in the next decade. If time allows, we will take a live tour through Infor’s own Workspace portal utilizing SharePoint.
Innovations happen because of the environment. There are no five step methods that allow anyone to create an innovation. But there are ways to build an environment where average people will deliver above average ideas that will drive any operation to greater heights, profitability and sustainability.
This is an executive level program to help the owners and corporate leaders create an atmosphere that encourages creative thinking, risk taking, accelerated failure, and ultimate success. It is not reserved for the Fortune 500, it is available to anyone who truly wants it.
The Return Module has many exciting updates in FACTS v. 7.8. This session will dive into the details.
Do you have a large volume of quotes or bids? Do you quote multiple customers for the same project? Do you have quotes with many products and components you don't necessarily have setup in you inventory files, perhaps don't even want to as this is a special bid? If you answered yes to one or more of these questions Job Management might be the solution for your business. Come and see how Job Management can handle your quoting and bidding needs. We will cover JM's functionality from the quoting process right through processing to a customer OE and vendor PO.
Tax law changes are increasing. States are looking for new revenues. Do you have trouble keeping up? Avalara can help.
In this session get an overview of UnForm, SDSI’s most popular software product. Learn how easily UnForm® can be seamlessly integrated with any application and provide laser printed forms, e-Documents in PDF format, emailing of e-Documents, laser printed checks with MICR encoding, and presentation quality reports. UnForm is a client-server application that runs on Unix, Linux and Windows®, generally on the same server as the host ERP application.
Optional components are available with UnForm for Document Archiving and Management and Document Imaging/Scanning. Selected as the FACTS ERP document management solution, these components offer companies the ability to eliminate paper storage, improve workflow and customer service by providing instant access to business critical documents. The UnForm solution seamlessly automates the archiving of documents at the time documents are printed based on your archive index criteria. Archived documents are stored as a PDF and are exact duplicates of the original document. Document retrieval is web browser based, so there is no additional software to install on workstations. UnForm also includes a client API that provides custom integration with your ERP application for document retrieval. The document imaging/scanning software automates the process of scanning documents and uploading them to the archives, linking them with previously archived documents. The imaging/scanning tool supports both bar code and OCR recognition for document identification and can also import other document types into the archive, such as Excel, Word, image files, CAD files etc.
Phocas is a business intelligence solution that really is different. It goes beyond fancy dashboards and reports and truly empowers end users to make important business decisions. This presentation will focus primarily on product demonstration; both the sexy front end user tool and the back end integration.Some highlights include:
• Self Service Analysis: The key success to Phocas is the simple-to-use interface. There is no need to create hundreds of bespoke reports when you have a simple-to-use interface that, with a few clicks, gets you to where you need to be in your data before you’ve even realized you needed to be there.
• CRM: Phocas goes beyond just reporting and analysis - it has its own CRM system so that everyone is on the same page.
• Seamless Integration: Phocas integrates easily with SX.e, SHIMS, FACTS, A+ and Enspire. Implementation takes a matter of days. Our ETL tool has a slick GUI interface so you can easily make changes or add new modules with no extra costs.
• Satisfied customers: Phocas has been around for over 12 years and we have 800+ satisfied customers and 10,000+ users.
• Fast ROI: Phocas is available as a simple monthly subscription. TUG members get a special discount.
Distributors seem to be facing the same challenges year after year. Achieving your goals in areas such as Strategic Pricing, Inventory Efficiency, & Margins (just to name a few) require not only having the right tools and apps, but also building Business Intelligence, Collaboration, and Exception Management into the everyday workflow of your team.
In this session sponsored by OverDrive Solutions, we invite you to ‘step back’ and consider how you can leverage the data you already have with new tools and apps that can help you and your team do “great work”. We will introduce how this collaborative, exception management approach can be applied in four critical areas of your business: Inventory Management, Sales Optimization, Financial Analysis and Service Management. Won’t you join us?
UniLink will present an Accounts Payable Automation case study, featuring Spencer Fluid Power (SXe). With our partner, GRM Document Management, we have established a system where all inbound invoices flow into their Infor system as native EDI data, regardless of how they send invoices today. Dale Haynes from Spencer will be available to discuss the program and its benefits, as well as Larry Reynolds, who will discuss GRM's role in the process.
Over 450 distributors and manufacturers, including 104 Infor clients (SXe, SHIMS, A+, FACTS) are outsourcing their billing to Billtrust in order to drive efficiency in their organizations' Accounts Receivable process. In this presentation you will learn how they are achieving productivity in the three C’s: Cost Savings, Cash Flow, and Customer Satisfaction. You will see the role advanced billing portals can play in the transmission of bills electronically, and the ability for your customers to pay you through electronic channels. There will be plenty of time for questions and answers.
David will present the integrated, actionable program that drives sustainable improvements in pricing effectiveness. A panel of SPA clients will share best practices in driving pricing excellence and sales traction
• The Inflationary Challenge: Opportunities and Risks
• The SPA Pricing Cube™
• Pricing Flexibility with Discipline: SPA Pricing Bands™
• Advanced Pricing Analytics: Gold and Platinum
• Aligning Sales Force Incentives
• Best-Practices Pricing Processes
There are so many choices in the CRM market…how do you know which one is right for your organization? Join Matt Hartman, President/CEO of Tour de Force CRM, to find out why Tour de Force CRM is the most comprehensive CRM solution available for the Distribution and Manufacturing industries!
Tour de Force CRM seamlessly integrates to your Infor ERP system, providing your sales team with a single application that they can use to see all sales history and business intelligence for their customers. Combine that with Microsoft Outlook integration, a fully functional mobile CRM solution, and a proven implementation process that’s led to a 98% customer retention rate, and it’s easy to see why Tour de Force CRM has gradually become the CRM of choice for distributors and manufacturers over the past 10 years.
During this session we’ll provide a brief introduction to Tour de Force CRM and demonstrate the capabilities of the system. We’ll then review our competitive advantages over any other CRM system, and explore how those advantages can benefit your organization.
"Tour de Force CRM offers a seamless interface to our Infor SX.enterprise ERP system and a strong integration with Microsoft Outlook. These two features alone have led to a high level of adoption, even by our sales people that were unfamiliar with, and suspicious of, CRM applications. Both features have been instrumental in elevating our sales organization to a whole new level." - Matt Onofrio, President, GT Midwest
WebPresented presents its CRM and Business Intelligence solution for SX.e/SHIMS/A+ customers and explains why a billion-dollar organization rejected all of the “Big 4” CRM vendors… and still “knocked their CRM implementation out of the park.”
Infor distribution customers are faced with common dilemmas:
• What factors differentiate the dozens of CRM and BI packages on the market?
• What integration points are available from SX.e/SHIMS/A+ environment into CRM and BI?
• How can my business justify the cost and effort of an Enterprise-grade CRM package?
• What steps can I take to avoid the common pitfalls of unsuccessful CRM implementations?
WebPresented has over 10 years of experience in CRM consulting and implementation for Infor customers, as well as development of custom modifications for Infor ERP products. We know the Infor platforms inside-out, and know how to make CRM work for your business. Having successfully managed large-scale implementations of Microsoft Dynamics CRM, Salesforce, SAP CRM and others over the last decade, we offer an objective and data-driven look at how to prepare your company for the world of CRM and BI.
So often, distributors get caught up with so many problems that they fail to realize how it all has to come together to have a great organization. They do not take the necessary time and make the necessary changes to address root foundational issues, creating and fostering a situation where much of management’s and employee’s time and effort are spent putting out fires rather than servicing the customer, running the business and driving profits.
The distribution world is changing faster than it ever has before. With new tools and technologies available, with supply-chain concepts and integration becoming the norm and tougher competition and consolidation everywhere, it’s either get in the game or be forced out! Join Grant Howard of the Grant W. Howard Company for this important message about building a solid foundation that is accurate, consistent and efficient. Mr. Howard will discuss the disconnections that trouble so many distributors today and the solutions to reconnect the distributor from within; leading to better profits, service and growth.
Brent Grover’s new NAW book "In Search of the Perfect Customer: Cost to Serve for Distributors" is already a top seller. Brent will cover the four phases of customer profitability analysis (CPA): measuring the profitability of transactions and customers, ranking customers based on profitability, segmenting customers based on profit potential and focusing the team on operating profit rather than just sales volume. He will demonstrate how you can build profit and loss statements for your customers and suggest ways to protect your winners and fix the money-losers. Brent will also explain how to use the cost to serve ideas included in the book, including using a ‘whale curve’ to identify your the profit potential of your business and compensating your sales team on net profit instead of gross profit.
It's 2012 and the world is changing faster than the history books can be written. Trends like the global mobile user, self publishing, green initiatives, and robotic automation can either make you the best in the world, or make your distribution business obsolete in just a few years. Learn how to stay ahead of the accelerating trends, how to spot them, and how to apply them to your business.
Come to the trade show area to enjoy drinks, light hors d'oeuvres and some casual networking with our sponsors and other attendees.
In this session Infor will touch on PCI Compliance but will focus on who the players are in the industry, the criteria used to choose our preferred payment Processing platform: CenPOS, and how they fit into Infor’s long term strategy. What does this mean to you the Infor Distribution Customer (A+, SXe, FACTS and Storefront)? CenPOS will take us through their roadmap as they work closely with Infor Development to bring you the next generation of Payment Processing abilities. Be a part of our Parking Lot session at the end of the roadmap discussion where we will build a list of the Top 5 Additional Features you want added to the system for your specific needs. Your direct feedback will be given to Jorge Fernandez, CEO of CenPOS. Now is the time to give input as we are in development stages for upcoming enhancements. Your needs will hold a lot more weight in functionality and in the viability of the future product!
NXGEN with its development partners will be demonstration their FACTS, fully integrated and tested PCI Compliant (complete credit card data storage), Credit Card Processing Module. NXGEN will show you how your company can reduce its processing costs substantially while also improving your productivity TODAY.
Are you still manually adding and changing Price and Rebate Records in PDSP. Learn how to use the PDEM mass-maintenance function to update end dates, contract numbers and even the price and rebate amount on existing records. We will also cover importing from Excel and the additional record types that were added in the 6.0 release.
This session will educate you on Infor’s ION capabilities and how you can leverage it with your existing applications. The key focus will show you how to connect to your systems and generate notifications for business exceptions, internal auditing and business process flow monitoring. It does not matter what release level of the application, if it is a homegrown application or even if it is a non-Infor application, this session applies to you.
Want to learn how to start using Salesforce.com with Business (SX.e) or iBusiness(A+)? Find out how the integration with Infor10 ION works and how you can start transforming your business today. You’ll have a unique opportunity to hear directly from C.H. Briggs’ CIO, Scott Withers, who has had years of experience using SalesForce.com and is Infor’s first account using Inforce Everywhere.
Come learn the plans for Infor ERP Storefront in the upcoming 12 months. Marisa Betancourt, Product Manager, will be presenting.
Are you broadening your footprint globally through importing, exporting or new startup locations? If your business is expanding internationally, or if you're struggling with the unknowns of the overseas business marketplace, this session will be a source of information to help you learn what to do. Bring your questions and meet with our experienced panelists. Some potential topics include:
Customer Profitability Reporting can help distributors better manage their costs and improve profits. Managing service levels can help achieve the balance of minimum inventory dollars and satisfied customers. Activity Based Costing methods are an important tool to identify true profitability by customer.
The session will cover the steps needed to get your system and warehouse ready for TWL. Learn the steps that Infor will take during the installation, and learn what steps you must take for a successful implementation. Cameron Nielson from Tenaquip, a long-term TWL user, will review best practices for the setup, a timeline for implementation, things to watch out for, and basic tips and tricks to help with project management.
Are you spending a great deal of time entering items in quotes and managing them in OEET? What about your vendor quotes? Do you have a system to manage them? This session presents BidPrep, a new SX.e GUI module that takes the burden out of the quoting/bid and RFQ processes. Learn how BidPrep allows users to quickly enter, maintain, and manage customer's quotes/bids. Copy to and from other bids, create and use groups of items with ease, and build large quotes by sharing and collaborating information across all reps. Attach multiple customer/prospects to one bid. Update existing bids with mass update functionality, or using "in browser editing" for quantity, price, description, etc. Manage different versions with bid revision control.
In addition, learn how to quickly send price requests to your vendors, and how to manage their quotes back to you. It all ties together at the end when the bids are awarded. Orders and POs are all created automatically. Clients using BidPrep GUI are reporting an increase of 4 times the productivity by using BidPrep vs. standard OE Quote Entry.
Antoinette Habets and Armando Lopasso will be hosting the session. They will be joined by Sharon Sheppard, a full time Consultant/Project Manager at Rampart Plumbing & Heating Supply Co. Rampart’s use of BidPrep ranges from complex commercial and industrial projects to plumbing showroom bids.
It’s critical to maintain organized, current exemption certificates, but many companies don't know where to begin. We can get you started, and save you money in the process.
In this session get an overview of UnForm, SDSI’s most popular software product. Learn how easily UnForm® can be seamlessly integrated with any application and provide laser printed forms, e-Documents in PDF format, emailing of e-Documents, laser printed checks with MICR encoding, and presentation quality reports. UnForm is a client-server application that runs on Unix, Linux and Windows®, generally on the same server as the host ERP application.
Optional components are available with UnForm for Document Archiving and Management and Document Imaging/Scanning. Selected as the FACTS ERP document management solution, these components offer companies the ability to eliminate paper storage, improve workflow and customer service by providing instant access to business critical documents. The UnForm solution seamlessly automates the archiving of documents at the time documents are printed based on your archive index criteria. Archived documents are stored as a PDF and are exact duplicates of the original document. Document retrieval is web browser based, so there is no additional software to install on workstations. UnForm also includes a client API that provides custom integration with your ERP application for document retrieval. The document imaging/scanning software automates the process of scanning documents and uploading them to the archives, linking them with previously archived documents. The imaging/scanning tool supports both bar code and OCR recognition for document identification and can also import other document types into the archive, such as Excel, Word, image files, CAD files etc.
Phocas is a business intelligence solution that really is different. It goes beyond fancy dashboards and reports and truly empowers end users to make important business decisions. This presentation will focus primarily on product demonstration; both the sexy front end user tool and the back end integration.Some highlights include:
• Self Service Analysis: The key success to Phocas is the simple-to-use interface. There is no need to create hundreds of bespoke reports when you have a simple-to-use interface that, with a few clicks, gets you to where you need to be in your data before you’ve even realized you needed to be there.
• CRM: Phocas goes beyond just reporting and analysis - it has its own CRM system so that everyone is on the same page.
• Seamless Integration: Phocas integrates easily with SX.e, SHIMS, FACTS, A+ and Enspire. Implementation takes a matter of days. Our ETL tool has a slick GUI interface so you can easily make changes or add new modules with no extra costs.
• Satisfied customers: Phocas has been around for over 12 years and we have 800+ satisfied customers and 10,000+ users.
• Fast ROI: Phocas is available as a simple monthly subscription. TUG members get a special discount.
Distributors seem to be facing the same challenges year after year. Achieving your goals in areas such as Strategic Pricing, Inventory Efficiency, & Margins (just to name a few) require not only having the right tools and apps, but also building Business Intelligence, Collaboration, and Exception Management into the everyday workflow of your team.
In this session sponsored by OverDrive Solutions, we invite you to ‘step back’ and consider how you can leverage the data you already have with new tools and apps that can help you and your team do “great work”. We will introduce how this collaborative, exception management approach can be applied in four critical areas of your business: Inventory Management, Sales Optimization, Financial Analysis and Service Management. Won’t you join us?
My customers don’t use eCommerce” is a common misperception. B2B eCommerce is here and your customers are using it – with or without you. So what contributes to successful eCommerce and what destines it for failure?
This session will focus on the factors that affect eCommerce success and failure. What is working and what is not? Why don’t my customers use my eCommerce system? How do I keep up in a world of constant change? How do I meet the needs of individual customers and niche markets? How do I meet B2B market needs and those of B2C? Why do I need Search Engine Optimization? How do I get the right product content database? I’ve had success but how do I keep it going? How does new technology like smart phones affect eCommerce?
eCommerce for distribution and manufacturing has very different requirements than retail eCommerce. However, today’s B2B approach must incorporate many B2C capabilities. Change is the only constant where each distributor, customer and product is unique. Where do I start and where can I go?
The session will include a live example.
UniLink will present an Accounts Payable Automation case study, featuring Spencer Fluid Power (SXe). With our partner, GRM Document Management, we have established a system where all inbound invoices flow into their Infor system as native EDI data, regardless of how they send invoices today. Dale Haynes from Spencer will be available to discuss the program and its benefits, as well as Larry Reynolds, who will discuss GRM's role in the process.
Vocollect, a business unit of Intermec
In these challenging times, it’s a balancing act to drive profitable growth while simultaneously streamlining your operating-cost structure. Vocollect Voice Solutions will help you address and resolve key business issues, such as reducing your operating costs, while increasing your productivity by up to 35%, order accuracy by up to 99.99%, and facilitating superior customer service capabilities that generate improved worker performance and accountability. And because our solutions are designed to provide seamless data integration with virtually any desired data source, these dramatic performance improvements can all be achieved while leveraging your existing warehouse management system investment. This is a can’t miss opportunity to learn how voice-enabling your distribution center will help you achieve a higher level of business performance.
David will present the integrated, actionable program that drives sustainable improvements in pricing effectiveness. A panel of SPA clients will share best practices in driving pricing excellence and sales traction
• The Inflationary Challenge: Opportunities and Risks
• The SPA Pricing Cube™
• Pricing Flexibility with Discipline: SPA Pricing Bands™
• Advanced Pricing Analytics: Gold and Platinum
• Aligning Sales Force Incentives
• Best-Practices Pricing Processes
An introduction to Infor’s Business Intelligence solutions: This session presents Infor’s BI solutions mapped to strategic, analytical and operation reporting and charting needs. A comparison of Infor10 ION BI products is presented with information on determining which solution best fits for your needs. Examples of dashboards, charting and reporting, and Infor’s new In-Context BI will be shown.
One of the keys to providing great customer service is giving your customers more options and being considered as “easy to do business with”. Infor ERP Storefront provides your customers with a simple self-service option which is expected in today’s competitive distribution marketplace. This solution will help you keep pace with your customers' changing needs and expectations for ease-of-use, in depth functionality, advanced search capabilities and up to date product information. Back end tools such as Analytics and Merchandising will help you be pro-active for improved visibility, increased conversion rates and maximized sales.
Attend this session for a review and presentation of Infor ERP Storefront and the new features available in Storefront 2.0 which include a new “look and feel”, paying open invoices on line, budgets, spend limits, approvals and simpler site branding.
It is unlikely you came to TUG without a smartphone or tablet device. Given the ubiquitous availability of these devices it is obvious that device based applications leveraging your ERP data for light sales force automation, expense management, pulse feeds, etc should be available to anyone that needs them. Infor released the Motion applications in December. Learn what you can do with this application today as well as what is coming in the near future.
Join this session to learn more about the anticipated re-released Service and Repair Module.
Learn about the many SHIMS and Universe utilities that are available. We will discuss file sizing, file restores and file re-builds when problems occur. We will also cover the locating and fixing of SHIMS and Universe locks and fixing files using ‘fixtool’ when Universe write failures occur due to file corruption. We’ll review how to read ‘cron’ files, how to use the Phantom processor and how to save the TCL Stacker by unix login. We will also discuss the Accuterm FT and FTD commands for imports and exports from TCL.
Join this session to take a look at the new features and functionality available in TWL 6.1
Within this session we will review how to configure and customize CRM views and forms to meet your specific business needs. This session is intended for IT staff that will be making changes and supporting the CRM environment.
Let loose at the Knibbe Ranch! Buses will be available to shuttle our attendees to and from this local working ranch where you will enjoy good food, drinks and entertainment.
Come learn the plans for Infor ERP Storefront in the upcoming 12 months. Marisa Betancourt, Product Manager, will be presenting.
This discussion will center around any and all mobile solutions you are using in your business, be it cellphones, ipads, laptops, MIFI cards, etc. Come share your experiences with service providers, product brands, functionality and integration with your ERP. Open to all users.
This session will show the Hyperion 11 product features and functionality. Also discussed will be differences from prior releases, hardware and software requirements, and upgrading from prior releases.
If you want to sell direct to consumers, there are some things to consider before moving in this direction. Credit Card processing, Taxing, and Delivery are the big things to consider. Within this session we will cover topics that must be considered and decisions made prior to deploying on a B2C solution.
Join Infor development leads for the Motion (mobility) platform, eStorefront, and distribution ERP's as we host this roundtable discussion on your needs in a mobile eCommerce solution. This session aims to involve customer insights into product development & planning as we set our sights on topic of (m)Commerce in 2012.
Brent Grover of Evergreen Consulting, author of NAW's best-selling Strategic Pricing for Distributors, will explain why even high-profit distributors usually have room for significant margin improvement. Brent's top-level presentation about strategic pricing will dig into the root causes of the chaotic nature of distributor pricing, such as over-delegation of pricing decisions, failure to determine and communicate true market pricing information to the sales force, and lack of solid pricing structure. He will offer examples of how strategic pricing works and the sustainable margin increases distributors are achieving with strategic pricing.
Are you ready to implement warehouse management to improve your customer service and reduce warehouse inefficiencies? How is IWM different from IBC and TWL? What’s new that has been added that separates IWM and makes it more feature/benefit rich for the user today?
IWM, now offered in the graphical interface, enables you to implement a warehouse management system, without requiring the strict disciplines associated with TWL. Since the GUI version was introduced, additional functionality has been added to the scan guns, along with enhancements to PO Receiving, Picking and Counting.
If your company wants a lower cost alternative to TWL with more flexibility and a relatively painless transition to an integrated warehouse management system, IWM is the solution.
When we asked SX.e users to list their most valuable mod, the answers were numerous and across the board. Come to this session to find out what changes other users have made to improve their system, and come prepared to share your own most-valuable mod.
Come and see A+ running in Infor10 Workspace and learn the features available to you now as well as what is coming in the future. Discussion will include using and docking applications, context sensitive Business Intelligence and new web parts.
We will also cover all the considerations involved with implementing or upgrading to A+ GUI. We will go in depth into changes which have added been to iBusiness (A+) GUI for 08.03.00 and show off the new look of the HTML client enabled for tablet devices including Android and IPad.
Bring your questions to this session. See how others have accomplished something you're currently facing. Ask the Infor staff and other customers about best practices, business issues they are facing and how are they addressing them.
Most of us would have a fit if we really stepped back and calculated the true cost of collecting and storing all of the data in our systems. It is even worse if we understand how little advantage we take of this underused resource.
The question is not just how do we get information out, but which information and how can we use it? We must avoid paralysis by analysis, but still gain perspective from what we do have. It is important to understand the trends, leading indicators, and other non financial metrics that most of us ignore. We have all read that most humans use less than 50% of their brain power. The same is true with our ERP systems. Imagine what would happen if we could get 50% to 100% more value from what we have already paid for. The results would be amazing.
Not running the latest version of SX.e? In this session we will review the options for doing a cost-effective upgrade to version 6.1. We will also discuss tips on making your upgrade successful! Note: this session will focus on the process of an upgrade; not technical aspects of it.
In this session Infor will touch on PCI Compliance but will focus on who the players are in the industry, the criteria used to choose our preferred payment Processing platform: CenPOS, and how they fit into Infor’s long term strategy. What does this mean to you the Infor Distribution Customer (A+, SXe, FACTS and Storefront)? CenPOS will take us through their roadmap as they work closely with Infor Development to bring you the next generation of Payment Processing abilities. Be a part of our Parking Lot session at the end of the roadmap discussion where we will build a list of the Top 5 Additional Features you want added to the system for your specific needs. Your direct feedback will be given to Jorge Fernandez, CEO of CenPOS. Now is the time to give input as we are in development stages for upcoming enhancements. Your needs will hold a lot more weight in functionality and in the viability of the future product!
Within this session we will review the flow of information to/from SXE with prospects, customers, products, and orders. We will cover the business process and highlight the flexibility of CRM to configure the environment to meet our specific needs within distribution and our industry. We will also highlight and show the integration points within SXE and some of the customization/configuration we have done to make it more relevant to our business. We will conclude with dashboards and sales reporting capabilities which are the hidden treasure in CRM that many are overlooking.
How can your organization benefit from MS SharePoint? Find out what this dynamic and easy to use web-based collaboration platform can do for your business. The tools available in SharePoint can be used to redefine how your employees work with your systems and data as you compete in the next decade. If time allows, we will take a live tour through Infor’s own Workspace portal utilizing SharePoint.
San Antonio is the US center of the tequila world. While Tequila is only made in Mexico, few cities in the US provide as wide a selection from the more than 900 brands currently available. Fine Tequilas are as refined as a great aged Scotch or Whisky. They are aged from 1 to 5 years and can take on the flavour of the casks they're stored in. If you're curious about Blancos, Reposados, and Anejos or would like to learn how to mix your favorite Tequila into a great margarita and accompany it with some authentic and amazing salsas, join us for a fun-filled experience at this Tequila tasting session.
Tequila tasting, margarita and salsa recipes presented by the JW Marriott San Antonio Hill Country's own tequila master, and salsa and margarita recipes demonstrated by the owner of local favorite restaurant Aldaco's, Blanca Aldaco.
Seating is strictly limited to the first 35 participants and there is an additional fee of $25 pp. Register in advance at the registration desk for credit card payments, or pay in cash at the door.
Enjoy the famous Riverwalk area in downtown San Antonio. Buses will be available to shuttle our attendees to the Riverwalk and back. Relax and enjoy the local restaurants, pubs, and shopping.
End your networking adventure at TUG Connects 2012 by joining fellow attendees for a beautiful day at the TPC San Antonio PGA Tour Experience conveniently located at the JW Marriott San Antonio Hill Country Resort & Spa.
The AT&T Canyons Course, featuring a player and resort style course, was designed by the iconic Pete Dye, considered by many the most influential golf course architect of the past five decades. Enjoy the camaraderie and challenge, including multiple individual chances to win: Hole-in-One, Longest Drive, Closest to the Pin, Putting Contest, and more!
The green fee includes a full practice area - long game, short game and putting green which includes practice balls
Individual Green fee $159.00
Foursome $597.00
Club Rentals $70.00
Shoe Rental $15.00
More information and registration
