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Visit https://www.focusonvisual.net to learn more about this conference and register to attend.

Thank you for your sponsorship, RenaissanceTech and uniPoint!
Sunday, October 6
 

12:00pm EDT

Registration/Info Desk
Sunday October 6, 2019 12:00pm - 5:15pm EDT
Pre-Function North

1:00pm EDT

Creating Database Views for Reports and QRP Extended Query Workshop
Speakers
avatar for Michael Medved

Michael Medved

COO, Synergy Resources
avatar for Paul Kluepfel

Paul Kluepfel

Director of Software Engineering, Synergy Resources
Paul has over 23 years of experience in various development phases for Synergy Resources, and is managing / directing the responsibility of Software Engineering, Integration Developers, Synergy Product Portfolio and various partnerships with clients. Paul’s educational background... Read More →


Sunday October 6, 2019 1:00pm - 3:00pm EDT
Turks 2

1:00pm EDT

Workflow & Event Management and Alerts Workshop
Are your processes being followed? Do you often wonder where in the review process things are waiting? Visual Workflow, Activities and Notifications can help to keep everyone on the same page. We will cover the Workflow Designer, Task Maintenance, Workflow Tracker, Activity creation and Activity Maintenance as well as Purchase Order and Customer Order Notifications. This session applies to anyone interested in understanding the options for communication and process enforcement and tracking available within Visual. New Features from Version 9/10 will be covered!

Speakers
avatar for Darryl Walker

Darryl Walker

Continuous Improvement Specialist, Synergy Resources
avatar for Jamie Caples

Jamie Caples

Manager of Visual-ERP Technical Services, Synergy Resources
Jamie Caples joined Synergy Resources LLC, in 2011, as a Technical Services Specialist in the Technical Services Department in the New England Division. In 2013, he also became the Technical Services Team Leader for Synergy Resources.Jamie has over 15 years of Industry Information... Read More →


Sunday October 6, 2019 1:00pm - 3:00pm EDT
Turks 1

3:15pm EDT

Advanced VISUAL Macros Workshop
This workshop is designed to introduce the IT staff member to the structure and deployment of basic to advanced macro concepts. “Hands-on” learning will be supported by having attendees develop their own working macros. Bring your macro problems and work them out. This course will require the active use of a laptop; further instructions will be sent to those attending. Prerequisites include working knowledge of scripting with VBScript, SQL queries and some familiarity with the VISUAL schema.

Speakers
avatar for Paul Kluepfel

Paul Kluepfel

Director of Software Engineering, Synergy Resources
Paul has over 23 years of experience in various development phases for Synergy Resources, and is managing / directing the responsibility of Software Engineering, Integration Developers, Synergy Product Portfolio and various partnerships with clients. Paul’s educational background... Read More →
avatar for Michael Medved

Michael Medved

COO, Synergy Resources


Sunday October 6, 2019 3:15pm - 5:15pm EDT
Turks 1

3:15pm EDT

Creating Custom Metrics for VISUAL 9 Dashboards Workshop
Did you know that in VISUAL 9 you can create VISUAL Dashboards using custom data sets? This is a hands on workshop that will walk you through the steps needed to create your own custom VISUAL Dashboard. Participants will setup an example custom dashboard, from creating the Data Source through editing and adding Custom Grids and Analytics. Attendees will leave with an understanding of how to apply what they learned to create additional custom dashboards on their own. Prior experience with VISUAL Dashboards is not required, but attendees should have a basic foundational knowledge of relational database tables and joins.

Speakers
avatar for Katie Farrand

Katie Farrand

Manager of Operational Excellence, Synergy Resources
Katie Farrand is the Manager for Operational Excellence for Synergy Resources. With more than 20 years of experience in manufacturing in the areas of Quality, Continuous Improvement, and Product Management, Katie is responsible for working with customers to improve their business... Read More →
avatar for Jamie Caples

Jamie Caples

Manager of Visual-ERP Technical Services, Synergy Resources
Jamie Caples joined Synergy Resources LLC, in 2011, as a Technical Services Specialist in the Technical Services Department in the New England Division. In 2013, he also became the Technical Services Team Leader for Synergy Resources.Jamie has over 15 years of Industry Information... Read More →


Sunday October 6, 2019 3:15pm - 5:15pm EDT
Turks 2

3:15pm EDT

Installing & Configuring VISUAL Workshop
Want to learn how to install Visual Manufacturing and SQL Server? With this hands-on workshop, you'll learn how to install SQL Server and Visual Manufacturing starting from an up to date install of Windows Server. We'll start with how to install SQL Server, configure it to work with Visual, then install Visual Manufacturing and configure it to work with our SQL Server. In the process we'll create a blank database, connect to it, and configure it to receive data. This workshop is aimed at in-house IT, but could be beneficial anyone with basic familiarity of Windows Server in a business environment who wants to learn how to setup their own Visual system.

Speakers
avatar for Larry Tussing

Larry Tussing

ERP Consultant, BizTech
Larry is an ERP consultant with BizTech. With more than 30 years of experience supporting manufacturing facilities, Larry is responsible for providing manufacturers with solutions to their ERP-related needs.
avatar for Ivan Wilson

Ivan Wilson

ERP Consultant, BizTech
Ivan Wilson is an ERP Consultant for BizTech. With more than 22 years of experience in ERP/Technical Applications, Ivan is responsible for SQL Server, Database Administration, Upgrades & Migrations, Custom Reports & Development, System Conversion/Imports and Visual.NET. Ivan holds... Read More →


Sunday October 6, 2019 3:15pm - 5:15pm EDT
Grand Caribbean 04

3:15pm EDT

Shop Floor Mobile for IT Staff Workshop
Want to install and try out Shop Floor Mobile? In this workshop, learn how to install Shop Floor Mobile, starting with an updated Windows server. You'll learn how to install and configure IIS for Shop Floor Mobile, and how to install and configure Shop Floor Mobile for use with your Visual database. We'll cover how to set the initial settings so you can try it out for yourself. This workshop is designed for in-house IT, but any professional with basic familiarity of Windows Server in a business environment that wants to learn how to setup the back end of Shop Floor Mobile could attend.

Speakers
avatar for Darren Farmer

Darren Farmer

ERP Consultant, BizTech
Darren is an ERP Consultant for BizTech, based in the Seattle, WA area. With more than 25 years of experience in implementing, supporting and customizing VISUAL Manufacturing, Darren focuses on the technical aspects of supporting the system with experience in SQL Server, Oracle, Windows... Read More →
avatar for Paul Turnberg

Paul Turnberg

ERP Consultant, BizTech
Paul Turnberg is a VISUAL Consultant and Developer for BizTech. With more than 25 years of experience in Manufacturing and Development and 20 years as a consultant, Paul is responsible for helping clients use VISUAL effectively. Paul majored in Engineering and Computer Science at... Read More →


Sunday October 6, 2019 3:15pm - 5:15pm EDT
Grand Caribbean 03

5:30pm EDT

Opening General Session
Speakers
avatar for Michael Brown

Michael Brown

President, BizTech
avatar for Gene Caiola

Gene Caiola

President & CEO, Synergy Resources
Gene Caiola is a President & CEO at Synergy Resources. Gene has over 30 years experience in the manufacturing industry including 22 years of working with VISUAL. Gene holds a BS in Accounting and an MBA in Business Information Systems. He has also published two ERP books and has been... Read More →
avatar for Jack Shannon

Jack Shannon

President, Visual South
Jack is the President of Visual South and has been working with the product since 1996 when he bought it in his role as a Plant Manager. Since 1998 he has worked for Visual South with roles in consulting, sales and executive management.


Sunday October 6, 2019 5:30pm - 6:30pm EDT
Grand Caribbean Ballroom 6

6:30pm EDT

Welcome Reception
Sunday October 6, 2019 6:30pm - 8:30pm EDT
Cayman Court
 
Monday, October 7
 

7:30am EDT

Registration/Info Desk
Monday October 7, 2019 7:30am - 5:00pm EDT
Pre-Function North

8:30am EDT

A Systematic Approach to Reducing Your Business Process Lead Time
Reducing your Lead Time can increase sales and reduce manufacturing costs. Learn how to measure and improve your lead time. VISUAL's Lead Time Performance Manager helps you track the activities that go into your total lead time and then highlights those areas that need improvement. This course will help production, sales and customer service make continuous improvement in your lead time.

Speakers
avatar for Don Cormier

Don Cormier

Services Manager, Synergy Resources


Monday October 7, 2019 8:30am - 9:30am EDT
Grand Caribbean 11

8:30am EDT

Automate the Delivery of Your Reports
Delivering the right information to the right people at the right time can make all the difference when it comes to taking action or resolving problems. This session provides an overview of the use of reporting tools to automatically deliver reports - Crystal Launchpad and SmartViews, both are optional product extensions to VISUAL.

Speakers
avatar for Peter Boers

Peter Boers

Technology Services Specialist, Synergy Resources
12+ years of Visual experience from the IT perspective.Experience installing/configuring SQL, Visual Mfg, Visual CRM, Visual Quality, BTS, IQM, Visual.Net (VTA, VFin).Experience with Crystal Reports, QRP mods, and installing Synergy applications (SmartViews, Launchpad, Macro Server... Read More →
avatar for Jamie Caples

Jamie Caples

Manager of Visual-ERP Technical Services, Synergy Resources
Jamie Caples joined Synergy Resources LLC, in 2011, as a Technical Services Specialist in the Technical Services Department in the New England Division. In 2013, he also became the Technical Services Team Leader for Synergy Resources.Jamie has over 15 years of Industry Information... Read More →


Monday October 7, 2019 8:30am - 9:30am EDT
Grand Caribbean 05

8:30am EDT

Understanding the Power of Multi-site Financials
Educational session on how moving to a Multi-site database environment supports operations and financials management across multiple companies and sites in one database.

Speakers
avatar for Patricia Bumbaca

Patricia Bumbaca

Financial Service Manager, Synergy Resources
Patricia is the Financial Service Manager for the Synergy Install Base. With more than 20 years of experience in Finance & Accounting, Pat is responsible for supporting customers in VISUAL Financials, Payroll/HR/VTA, Aerospace & Defense & general Costing/Accounting, and VISUAL CRM... Read More →


Monday October 7, 2019 8:30am - 9:30am EDT
Grand Caribbean 04

8:30am EDT

VISUAL Navigation and User Interface - What you need to know - Part 1
Ever get frustrated with the VISUAL User Experience or User Interface. Are you new to VISUAL or have you been using it for years? Either way, we believe you will learn something new that will make VISUAL ERP easier and faster to use! As a company you should be able to save minutes per day, hours per week, and days per month by taking advantage of new ways to navigate and find data in VISUAL. As an end user, you should find ways to easily personalize VISUAL to make your day to day use easier. This session is a must for all VISUAL users and will cover functionality everyone should know about. From drill downs that you might not realize are available, to drag and drop features that shave time off many tasks, and more… you will learn something you can start using right away! (Part 1 of 3) This course is for anyone that would like to get more out of VISUAL. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Tedford

Paul Tedford

CEO, Synergy Resources
Paul Tedford is the Executive Director of Sales & Marketing at Synergy Resources. He joined Synergy Resources LLC, in 2005 as a leading Presales Engineer in Business Development. With over 19 years of experience with VISUAL ERP, Paul has applied his extensive knowledge of VISUAL ERP... Read More →


Monday October 7, 2019 8:30am - 9:30am EDT
Grand Caribbean 12

8:30am EDT

Managing Your SQL Server Environment
Have you ever wondered what it takes to administer a SQL server for Visual Manufacturing? In this session you will learn how to ensure a SQL server running Visual is configured and maintained properly, and how to ensure backups are occurring on a regular basis, as well as a few other tips and tricks in SQL. We'll review how to use the Maintenance Plan Wizard in SQL to setup an appropriate plan. Ensure the database settings are correct for your desired method of backing up the database, review how to shrink stubborn transaction log files, setup server alerts from SQL server, and some simple ways to troubleshoot your setup. This is intended for intermediate-skilled IT folks that may not be familiar with SQL or SQL Server Management Studio, but could be attended by anyone that wants to learn some details about SQL server management in a Visual ERP environment.

Speakers
avatar for Darren Farmer

Darren Farmer

ERP Consultant, BizTech
Darren is an ERP Consultant for BizTech, based in the Seattle, WA area. With more than 25 years of experience in implementing, supporting and customizing VISUAL Manufacturing, Darren focuses on the technical aspects of supporting the system with experience in SQL Server, Oracle, Windows... Read More →


Monday October 7, 2019 8:30am - 9:30am EDT
Grand Caribbean 08

8:30am EDT

VISUAL Time & Attendance
Discuss the admin/supervisory functionality in VISUAL Time & Attendance. Walk through the various options and modules most commonly used, along with a discussion of proper processing within VTA.

Speakers
SC

Shawn Carter

Professional Services, Visual South


Monday October 7, 2019 8:30am - 9:30am EDT
Grand Caribbean 10

8:30am EDT

New Features in Scheduling
Looking to jumpstart your use of Concurrent Scheduler? In this session we will review the tools within the Scheduler with focus on The Throughput Window, Schedule Audits and new features added to enhance the Scheduler's power. This session would be particularly useful for Production Schedulers and Planners New Features from Version 9/10 will be covered!

Speakers
avatar for Darryl Walker

Darryl Walker

Continuous Improvement Specialist, Synergy Resources


Monday October 7, 2019 8:30am - 9:30am EDT
Grand Caribbean 03

8:30am EDT

Your Warehouse is not your Fridge!
This session, based on Jeff’s forthcoming book, will show you how to get your warehouse in order and turn it into a competitive advantage. VISUAL ERP is a great tool for scheduling and tracking production. However, it was never built to manage materials. During this session we will discuss the secret recipe for turning VISUAL into a materials management machine. BONUS: The first 30 registrants will receive a signed copy of Jeff’s book "Your Warehouse is Not Your Fridge".

Speakers
avatar for Jeff Lem

Jeff Lem

President, Portable Intelligence Inc.
President


Monday October 7, 2019 8:30am - 9:30am EDT
Grand Caribbean 09

9:45am EDT

Managing Standard Costs
This session goes through the process of updating part master costs. For purchased product, there is the recalc standard functionality which will update based on an average over a defined period, or last purchased. For fabricated parts, see how to push the updated purchased part values down to engineering masters, push down burden/payroll costs, and implode/update part master with new fabricated costs.

Speakers
SC

Shawn Carter

Professional Services, Visual South


Monday October 7, 2019 9:45am - 10:45am EDT
Grand Caribbean 11

9:45am EDT

VISUAL Business Intelligence - Introduction to Synoptix
Learn the power and ease of Synoptix Reporting. Create your own financial and operational reports without needing to be a report developer? Do you need a tool that will allow for the creation of reports in just minutes? Learn how simple it is to create reports. Explore data graphs and powerful data dashboards with Key Performance Indicator and Exception reporting with the Synoptix Reporting Suite. VISUAL BI aka Synoptix is an optional module available from Infor that puts report development in the hands of the users.

Speakers
avatar for Patricia Bumbaca

Patricia Bumbaca

Financial Service Manager, Synergy Resources
Patricia is the Financial Service Manager for the Synergy Install Base. With more than 20 years of experience in Finance & Accounting, Pat is responsible for supporting customers in VISUAL Financials, Payroll/HR/VTA, Aerospace & Defense & general Costing/Accounting, and VISUAL CRM... Read More →


Monday October 7, 2019 9:45am - 10:45am EDT
Grand Caribbean 05

9:45am EDT

Is the Project Module of VISUAL a Good Fit for Your Company?
Educational session about what VISUAL Projects- Equipment ETO and A&D can do for your organization.

Speakers
avatar for Tania St. George

Tania St. George

Financial Applications Specialist, Synergy Resources


Monday October 7, 2019 9:45am - 10:45am EDT
Grand Caribbean 04

9:45am EDT

Managing Electronic Documents Across Your Organization - VISUAL Features that Reduce Paper Usage
Do you want to save a few trees by printing fewer reports and documents from VISUAL? There are several features in VISUAL that will allow you to collaborate and communicate with people inside and outside your organization with electronic documents, on-screen metrics, automated alerts, and links to key data. Attend this session to learn more about Lifecycle Notifications, Document Lifecycle, E-mail Management, Document Management, Metrics from Dashboards and View Panels, Sending PDF Documents, Grid View Reporting, Tasks, and Activities. This course is designed for anyone who wants to automate more processes related to VISUAL while reducing printed reports. No prerequisites are required. Some new features from VISUAL 9 will be covered!

Speakers
avatar for Michael Brown

Michael Brown

President, BizTech


Monday October 7, 2019 9:45am - 10:45am EDT
Grand Caribbean 12

9:45am EDT

Managing VISUAL Security
Learn how VISUAL Manufacturing supports both user and profile security to control access in your organization. We will also cover additional levels of security in VISUAL that control more specific access in certain applications.

Speakers
avatar for Jason Butler

Jason Butler

Professional Services Manager, Visual South
Jason Butler is a Sr. Project Manager for Visual South with more than 18 years of experience implementing, customizing, and supporting Visual Manufacturing and related products. Particular areas of expertise are manufacturing, accounting, information technology, database systems... Read More →


Monday October 7, 2019 9:45am - 10:45am EDT
Grand Caribbean 08

9:45am EDT

The Manufacturing Window - Fundamentals and New Features
Want to know what you can do with the Manufacturing Window? This course will cover the basics and look at some of the new features in the Manufacturing Window. Learn how you change the display to suit your needs, how to add, copy and delete each of the main elements – Operations, Materials and Legs as well as their details. Find out where you can access associated information like costs, labor tickets and schedules, then look at some of the advanced and new features like concurrent resources, alternate parts, rate-based planning and percent complete reporting. This course is for new users and experienced users that may want a refresher. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Dubuque

Paul Dubuque

Director Sales Support, BizTech
I was part of the original Lilly Software Associates and have been working with VISUAL for almost 24 years. As Director of Sales Support for BizTech, I focus on helping our customers get the most out of their business systems. Always good to hear about and share new shortcuts and... Read More →


Monday October 7, 2019 9:45am - 10:45am EDT
Grand Caribbean 10

9:45am EDT

Quoting in VISUAL - New Tools That Will Integrate Your Spreadsheets
Have a specialized quoting process? Use spreadsheets to get it done? Now you can get the best of both worlds. Continue to use your spreadsheets but have them integrate with VISUAL's quoting system. VISUAL now allows you to map your spreadsheets directly to the Estimating Window and use their results to populate VISUAL's database. Estimators, Salespersons and folks from Engineering will appreciate this feature.

Speakers
avatar for Gene Caiola

Gene Caiola

President & CEO, Synergy Resources
Gene Caiola is a President & CEO at Synergy Resources. Gene has over 30 years experience in the manufacturing industry including 22 years of working with VISUAL. Gene holds a BS in Accounting and an MBA in Business Information Systems. He has also published two ERP books and has been... Read More →


Monday October 7, 2019 9:45am - 10:45am EDT
Grand Caribbean 03

9:45am EDT

Mobilizing VISUAL Beyond Your Four Walls
Manufacturers and distributors are transitioning their companies to include various forms of customer support outside of the four walls, including field service, maintenance, installation, and engineering. Sales teams are on the move and need access to ERP data to follow leads, nurture opportunities, build quotes, and drive new revenue. Shop floor workers need to access VISUAL data to get real-time information on their jobs, track their labor, and move materials in order to streamline operations and avoid costly errors.

The need to mobilize VISUAL is here and every organization requires solutions that makes these workers more efficient, productive, and valuable.

How can you quickly mobilize your VISUAL ERP implementation? What pain points do each of these mobile teams face with mobile access to ERP data? How have other companies resolved these issues? And most importantly, what can you learn from them?

Speakers
HH

Hilary Hrutkai

Sales Account Manager, Bezlio
Mobile Access to Infor Visual for field teams.


Monday October 7, 2019 9:45am - 10:45am EDT
Grand Caribbean 09

11:00am EDT

Using Proven Techniques to Calculate Burden Rates
Overhead expenses are a part of every business and properly absorbing those expenses into your job costing system is a critical part of having an accurate cost system. Learn how to calculate and update burden rates including techniques for Retro-Burdening.

Speakers
avatar for Patricia Bumbaca

Patricia Bumbaca

Financial Service Manager, Synergy Resources
Patricia is the Financial Service Manager for the Synergy Install Base. With more than 20 years of experience in Finance & Accounting, Pat is responsible for supporting customers in VISUAL Financials, Payroll/HR/VTA, Aerospace & Defense & general Costing/Accounting, and VISUAL CRM... Read More →


Monday October 7, 2019 11:00am - 12:00pm EDT
Grand Caribbean 11

11:00am EDT

How to Edit QRPs (VISUAL Standard Forms) - Advanced
Are you somewhat familiar with Report Builder and interested in learning more? This class will cover some more advanced topics.Topics will include things like conditional printing and extended queries. This course if for someone who is somewhat familiar with Report Builder, or has taken the "basic" course of this same name.

Speakers
avatar for Larry Tussing

Larry Tussing

ERP Consultant, BizTech
Larry is an ERP consultant with BizTech. With more than 30 years of experience supporting manufacturing facilities, Larry is responsible for providing manufacturers with solutions to their ERP-related needs.


Monday October 7, 2019 11:00am - 12:00pm EDT
Grand Caribbean 10

11:00am EDT

Activities and Alerts - Configure VISUAL to Monitor Critical Events
Learn how to use the Activities and Alerts functionality to coordinate tasks and notes throughout most VISUAL modules.

Speakers
CS

Cameron Smith

Professional Services, Visual South


Monday October 7, 2019 11:00am - 12:00pm EDT
Grand Caribbean 12

11:00am EDT

VISUAL Navigation and User Interface - What you need to know - Part 2
Ever get frustrated with the VISUAL User Experience or User Interface. Are you new to VISUAL or have you been using it for years? Either way, we believe you will learn something new that will make VISUAL ERP easier and faster to use! As a company you should be able to save minutes per day, hours per week, and days per month by taking advantage of new ways to navigate and find data in VISUAL. As an end user, you should find ways to easily personalize VISUAL to make your day to day use easier. This session is a must for all VISUAL users and will cover functionality everyone should know about. From document management/reference tools, to adding your own user defined shortcuts, and more… you will learn something you can start using right away! (Part 2 of 3) This course is for anyone that would like to get more out of VISUAL. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Tedford

Paul Tedford

CEO, Synergy Resources
Paul Tedford is the Executive Director of Sales & Marketing at Synergy Resources. He joined Synergy Resources LLC, in 2005 as a leading Presales Engineer in Business Development. With over 19 years of experience with VISUAL ERP, Paul has applied his extensive knowledge of VISUAL ERP... Read More →


Monday October 7, 2019 11:00am - 12:00pm EDT
Grand Caribbean 03

11:00am EDT

Plant & Equipment Maintenance - Overview and Configuration
Learn how to use VISUAL's Plant & Equipment Maintenance module to schedule both planned and unplanned maintenance to both internal and external equipment.

Speakers
PB

Paul Blattner

Professional Services, Visual South


Monday October 7, 2019 11:00am - 12:00pm EDT
Grand Caribbean 05

11:00am EDT

Using VISUAL to Enhance Customer Satisfaction
What impacts your customer satisfaction?  It is likely one or more of your Delivery, Price, and Leadtime!  If you know there is room for improvement in your customer satisfaction levels, attend this session to see how you can use VISUAL to make improvements in these areas.  We will review how to use VISUAL’s finite scheduling tools to improve your on time delivery; how to optimize variables in VISUAL that impact your leadtime; and the factors that go into your VISUAL product costs and how you can analyze these.

Speakers
avatar for Katie Farrand

Katie Farrand

Manager of Operational Excellence, Synergy Resources
Katie Farrand is the Manager for Operational Excellence for Synergy Resources. With more than 20 years of experience in manufacturing in the areas of Quality, Continuous Improvement, and Product Management, Katie is responsible for working with customers to improve their business... Read More →
avatar for Darryl Walker

Darryl Walker

Continuous Improvement Specialist, Synergy Resources


Monday October 7, 2019 11:00am - 12:00pm EDT
Grand Caribbean 08

11:00am EDT

Create 20 Bills of Material and 40 Items in Infor Visual in less than 30 Seconds
Discover how to leverage the power of artificial intelligence to automate the bill of material and item creation/update process by transforming CAD bills of material into manufacturing routings and bills of material inside Infor Visual Manufacturing. Improve the engineering to manufacturing hand-off by 80% with a payback in just 3 months with free implementation and consulting services. If you are engineer to order or manage more than a dozen engineering revisions monthly you don’t want to miss this session! Get your time back, improve bill of material accuracy, and eliminate data entry errors. A special drawing will be held for session attendees only so don’t miss this opportunity!

Speakers

Monday October 7, 2019 11:00am - 12:00pm EDT
Grand Caribbean 09

11:00am EDT

Why is Production Scheduling so Hard?
Protected Flow Manufacturing, reveals the reasons why most manufacturing companies struggle with today’s ERP-based Finite Scheduling tools. Join Mark Lilly as he presents an easy-to-understand, powerful alternative to traditional scheduling methods that will take your On-time delivery % to new heights, your manufacturing lead-times to new lows, and your customers’ satisfaction – and your reputation in the marketplace - into the stratosphere!

Speakers
avatar for Mark Lilly

Mark Lilly

President & CEO, LillyWorks


Monday October 7, 2019 11:00am - 12:00pm EDT
Grand Caribbean 04

1:15pm EDT

Managing Inventory Levels to Support Supply Chains
Effective Inventory Management is the basis for successfully supporting customer service levels, planning, scheduling and supplier management. Techniques for using the information and functionality from your VISUAL system to better manage inventory levels and costs without compromising customer service levels will be reviewed. In addition, we will explore current industry trends using tools to support inventory management. 

Speakers
avatar for Lou Miranda

Lou Miranda

Director Business Development, Synergy Resources


Monday October 7, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 11

1:15pm EDT

Top Features You Should Implement After Your VISUAL Upgrade
You decided to upgrade - Great! But which enhancements should you consider? This course will review many of the major enhancements from the last few releases. If it's been a while since your last upgrade, you may be missing out on some great improvements. We will look at some enhancements that help you navigate easier, perform analytics, proactively notify you or others, bring data together, enhance security, help you go mobile and more. This course is for new and experienced users that are considering an upgrade or recently upgraded. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Dubuque

Paul Dubuque

Director Sales Support, BizTech
I was part of the original Lilly Software Associates and have been working with VISUAL for almost 24 years. As Director of Sales Support for BizTech, I focus on helping our customers get the most out of their business systems. Always good to hear about and share new shortcuts and... Read More →


Monday October 7, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 10

1:15pm EDT

VISUAL Reporting with Excel
During this session, you will learn how to use excel for resolving or researching in VISUAL. You'll get to know some of the basic tables, the fields they contain, and how to use excel to extract data.

Speakers
CS

Cameron Smith

Professional Services, Visual South


Monday October 7, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 05

1:15pm EDT

Document Maintenance - A Powerful Tool to Organize your Documents
Document Maintenance…Whoop!  Whoop!!.....Wouldn't it be great if you could attach drawings, scanned invoices or POs, and even pictures?  How about dragging & dropping those files into VISUAL?  Yes, you can do all that and more with VISUAL Document Maintenance!

Speakers
avatar for Matthew Morgan

Matthew Morgan

Executive VP – VISUAL Business Unit, Synergy Resources
Matthew Morgan joined Synergy Resources in 2011 and is Vice President of the VISUAL Business Unit. Matt has over 20 years of experience in manufacturing companies. During his career, he has been directly responsible for and/or managed Accounting, Operations, IT, and ERP consulting... Read More →


Monday October 7, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 12

1:15pm EDT

Re-Engineering Engineering
Does your organization have an Engineering team who wears many hats and requires a vast array of tools to manage your business? During this session we will focus on traditional Engineering ERP responsibilities, introduce best practice approaches and toolsets which have been deployed in the workplace for planning /execution and operational efficiency gains. Approaches include modeling Engineering as Shop Resources to manage custom design job costs & overall schedule plus methods to manage BOMs and production labor standards. Functionality covered includes Visual's BOM import tools, Leg Updater, Update Hours functionality and other related tools. Engineering and Planning / Scheduling professionals will find exceptional value in this session.

Speakers
avatar for Greg Miller

Greg Miller

Operations Applications Specialist, Synergy Resources
Greg Miller joined Synergy Resources in 2012 as an Applications Specialist. He has over 25 years of experience in Scheduling, Supply Chain Management, Lean, Theory of Constraints Management (TOC) and ERP system development in the Aerospace / Defense and custom manufacturing sectors... Read More →


Monday October 7, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 04

1:15pm EDT

Understanding Each Step of the Sales Cycle - From Opportunity to Shipment
This session will show you how to define the updated sales cycle from opportunity to quote to invoice.

Speakers
AL

Allan Lee

Professional Services, Visual South


Monday October 7, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 08

1:15pm EDT

Finite Scheduling Part I: Defining Proper Expectations
VISUAL has a deep well of finite scheduling functionality, yet many customers struggle with using it effectively. Why is that the case? One of the reasons could be that instead of developing a scheduling strategy and then only implementing the functionality that supports that strategy, people learn everything scheduling can do and try to use it all. This session will focus on setting the proper scheduling expectations and developing a successful strategy. This is not a training session for the different features of VISUAL scheduling.

Speakers
avatar for Jack Shannon

Jack Shannon

President, Visual South
Jack is the President of Visual South and has been working with the product since 1996 when he bought it in his role as a Plant Manager. Since 1998 he has worked for Visual South with roles in consulting, sales and executive management.


Monday October 7, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 03

1:15pm EDT

Synoptix: Continuing Education and New Users
Synoptix: Continuing Education and New Users
Whether it’s been a few years or reporting with Synoptix is new to you, we can help you get the knowledge you need. Our new courses allow you to create, manage, and distribute your Financial and Operational reports within hours. Not sure what your maintenance includes? We will go over the user benefits of Synoptix and what your team can expect to gain during our courses.

Examples include:
Operational Summary Reporting
Operational Detail Reporting
Financial Summary Reporting
Financial Detail Reporting
Graphing Data in Synoptix
Dashboard Creation in Synoptix

Available Modules:
Scheduler Module
Global Finance Module
Budgeting
Trial Balance Import
Best,

Speakers
avatar for Gabriela Alvarado

Gabriela Alvarado

Director of Sales and Marketing, Synoptix Software
Over 10 years in BPOs and operations management. Focused on technology solutions for the past 3 years.


Monday October 7, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 09

2:30pm EDT

Improving Supplier Performance
How are your suppliers performing today?  Are your processes and software tools even setup to collect their performance data?  Supplier Performance has a major impact on overall business performance and profits, yet is often overlooked.  Learn about the different options for capturing supplier performance data through your business processes and VISUAL, as well as what’s contained within VISUAL’s Supplier Performance module.  In addition, we’ll cover the basics of setting up a Supplier Performance Management program, including assessing supplier risk.  Attendees will walk away with a thorough understanding of how to use these tools to drive improved supplier performance.

Speakers
avatar for Katie Farrand

Katie Farrand

Manager of Operational Excellence, Synergy Resources
Katie Farrand is the Manager for Operational Excellence for Synergy Resources. With more than 20 years of experience in manufacturing in the areas of Quality, Continuous Improvement, and Product Management, Katie is responsible for working with customers to improve their business... Read More →


Monday October 7, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 11

2:30pm EDT

See How Digital Transformation (DT) is Improving Manufacturing
Digital Transformation is affecting everything in our lives and manufacturing is no exception. New digital technology combined with the data that you are collecting can help you design brand new customer experiences (think Uber or Netflix) that will change the way you work and support your customer. VISUAL's database design is the foundation that can support data analytics, machine monitoring, mobile applications and IIoT (the Industrial Internet of Things) that allow you to build new business processes Anyone who is responsible for thinking of new ways to do things will enjoy this course. New Features from Version 9/10 will be covered!

Speakers
avatar for Gene Caiola

Gene Caiola

President & CEO, Synergy Resources
Gene Caiola is a President & CEO at Synergy Resources. Gene has over 30 years experience in the manufacturing industry including 22 years of working with VISUAL. Gene holds a BS in Accounting and an MBA in Business Information Systems. He has also published two ERP books and has been... Read More →


Monday October 7, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 04

2:30pm EDT

How to Edit QRPs (VISUAL Standard Forms) - Basic
Are you being asked to modify VISUAL forms, but have no idea how? Report Builder allows you to make simple changes to your VISUAL forms. This course will give you very basic information to allow you to alter your VISUAL forms. This course if for anyone being asked to modify VISUAL forms that needs very basic and introductory information.

Speakers
avatar for Larry Tussing

Larry Tussing

ERP Consultant, BizTech
Larry is an ERP consultant with BizTech. With more than 30 years of experience supporting manufacturing facilities, Larry is responsible for providing manufacturers with solutions to their ERP-related needs.


Monday October 7, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 05

2:30pm EDT

VISUAL is Visual - Dashboards and Active Splash Screens (Basic)
Need help getting started with Dashboards and interactive splash screens? This course will cover 2 great enhancements from recent releases: how to setup an active splash screen and learn how to use VISUAL Dashboards. First Active Splash Screens, sometimes a picture is better then a menu to navigate your favorite ERP. Learn where you set them up and how they can help you save time. The for Dashboards you will learn how to: get data to them, Analytics vs Detail Grids, Series selection, various filters, drill-downs, exporting data and where you setup your own data sources. While we will review where to setup your own data sources, if you are looking for hands on training for Dashboard please consider attending the workshop. Dashboard basics is for users of any experience level. Building your own data sources and active splash screens will be a bit more technical. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Dubuque

Paul Dubuque

Director Sales Support, BizTech
I was part of the original Lilly Software Associates and have been working with VISUAL for almost 24 years. As Director of Sales Support for BizTech, I focus on helping our customers get the most out of their business systems. Always good to hear about and share new shortcuts and... Read More →


Monday October 7, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 12

2:30pm EDT

Implementing Engineering Change Notice
This session will provide instruction on how to properly utilize the Engineering Change Notice functionality in VISUAL. Learn how to control revision stages, drawings, parts, and other items, along with setting up electronic approvals.

Speakers
PB

Paul Blattner

Professional Services, Visual South


Monday October 7, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 10

2:30pm EDT

Streamlining Your Shipping
Speakers
avatar for Michael Medved

Michael Medved

COO, Synergy Resources


Monday October 7, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 08

2:30pm EDT

Finite Scheduling Part II: How To Make It Happen
This session is designed for attendees of Finite Scheduling Part I: Setting the Right Expectation. Learn how to put what you learned in 'Setting the Right Expectation' to use and assure data flowing into the scheduler is accurate. Not only will scheduling be possible, the shop floor will become more predictable and stable.

Speakers
avatar for Jack Shannon

Jack Shannon

President, Visual South
Jack is the President of Visual South and has been working with the product since 1996 when he bought it in his role as a Plant Manager. Since 1998 he has worked for Visual South with roles in consulting, sales and executive management.


Monday October 7, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 03

2:30pm EDT

Get Control of Your EDI
Do you feel like your EDI is doing you more harm than good? Are you plagued by errors and overwhelmed by requests? If you feel like you spend too much time or money on EDI, this is the session for you. Learn about the most common EDI issues and strategies to address them. We’ll discuss troubleshooting techniques, best practices, and long-term strategies for success.

Speakers
RT

Ryan Turner

EDI Sales Manager, Data Communication Solutions, Inc


Monday October 7, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 09

3:45pm EDT

Industry 4.0 is Dramatically Changing the Shop Floor
Industry 4.0 (also referred as the Smart Factory) is quickly changing how we manufacture. Based on IIoT (the Industrial Internet of Things) the new digital world allows us to monitor, measure and improve our processes. We'll take a look at some the technologies that are driving Industry 4.0 and how you can begin to assess how you might use them in your company. This course is for anyone who is responsible for "re-thinking" the shop floor.

Speakers
avatar for Gene Caiola

Gene Caiola

President & CEO, Synergy Resources
Gene Caiola is a President & CEO at Synergy Resources. Gene has over 30 years experience in the manufacturing industry including 22 years of working with VISUAL. Gene holds a BS in Accounting and an MBA in Business Information Systems. He has also published two ERP books and has been... Read More →


Monday October 7, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 04

3:45pm EDT

Maintaining Data Integrity for Optimal System Performance
Visual produces one of your company's most valuable Informational Assets. Maintaining the integrity of your data and the effectiveness of your processes will yield verifiable operational and financial information to support your business decisions. This session will focus on system health indicators for diagnosing data integrity issues and improvement methods to sustain an accurate enterprise information system

Speakers
avatar for Lou Miranda

Lou Miranda

Director Business Development, Synergy Resources


Monday October 7, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 08

3:45pm EDT

SmartViews - A Tool Designed for the User
Do you have to wait a long time to have a report created or modified that you need NOW?  Do you spend hours every week formatting and manipulating data in Excel?  Do you spend so much time and effort to get the data that you need that you run out of time to do anything about what its telling you?  If you’re thinking yes, Yes, and YES Then SmartViews is the answer!  It was designed from the ground up for the average user to be able to get the data you want, when you want it and HOW you want it! See, analyze, and track information that helps you better support your daily activities, as well as departmental and company performance metrics and goals.  Learn about how SmartViews works and see how easy it is to use!

Speakers
avatar for Katie Farrand

Katie Farrand

Manager of Operational Excellence, Synergy Resources
Katie Farrand is the Manager for Operational Excellence for Synergy Resources. With more than 20 years of experience in manufacturing in the areas of Quality, Continuous Improvement, and Product Management, Katie is responsible for working with customers to improve their business... Read More →


Monday October 7, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 05

3:45pm EDT

VISUAL Navigation and User Interface - What you need to know - Part 3 (Advanced Topics)
Ever get frustrated with the VISUAL User Experience or User Interface. Are you new to VISUAL or have you been using it for years? Either way, we believe you will learn something new that will make VISUAL ERP easier and faster to use! As a company you should be able to save minutes per day, hours per week, and days per month by taking advantage of new ways to navigate and find data in VISUAL. As an end user, you should find ways to easily personalize VISUAL to make your day to day use easier. This session is a must for all VISUAL users and will cover functionality everyone should know about. From workflows, activities, to email shortcuts, and more … you will learn something you can start using right away! (Part 3 of 3) This course is for anyone that would like to get more out of VISUAL. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Tedford

Paul Tedford

CEO, Synergy Resources
Paul Tedford is the Executive Director of Sales & Marketing at Synergy Resources. He joined Synergy Resources LLC, in 2005 as a leading Presales Engineer in Business Development. With over 19 years of experience with VISUAL ERP, Paul has applied his extensive knowledge of VISUAL ERP... Read More →


Monday October 7, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 12

3:45pm EDT

Using A Single Database to Control Multi-site Manufacturing
Learn how the multi-site functionality supports operations management across multiple companies and sites in one database. Understand the concept of multi-site as it applies to VISUAL. Learn how to operate within a multi-site environment. Develop an understanding of administering a multi-site environment. This course is for people in Operations who are new to the VISUAL multi-site environment.

Speakers
avatar for Larry Tussing

Larry Tussing

ERP Consultant, BizTech
Larry is an ERP consultant with BizTech. With more than 30 years of experience supporting manufacturing facilities, Larry is responsible for providing manufacturers with solutions to their ERP-related needs.


Monday October 7, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 10

3:45pm EDT

Physical Inventory and Cycle Counting - the Key to Accurate Inventory
Are you feeling the impacts of inaccurate Inventory? You can effectively maintain inventory with physical inventory and cycle counts Visual's Inventory Management System using the physical inventory and cycle count functions can simplify this process. Maintain, execute and record all easily within Visual. Keep accurate inventory while satisfying auditors. Inventory managers, planners and accounting should attend this session.

Speakers
PC

Paulette Cecil

Operations Applications Specialist, Synergy Resources


Monday October 7, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 11

3:45pm EDT

Understanding How to Address Common Problems with the Scheduler
Having Problems getting your schedule in line? Getting your schedule straightened out isn't as complicated as you might think. We will review how to troubleshoot common issues; use utilization to spot global issues in resource setup, review global calendar hours and their effects, scheduler options, find bad run times with queries, and use audit trails to find problems. This course will benefit anyone that reviews the Visual schedule, or sets its parameters to gain a valid material requirement date. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Turnberg

Paul Turnberg

ERP Consultant, BizTech
Paul Turnberg is a VISUAL Consultant and Developer for BizTech. With more than 25 years of experience in Manufacturing and Development and 20 years as a consultant, Paul is responsible for helping clients use VISUAL effectively. Paul majored in Engineering and Computer Science at... Read More →


Monday October 7, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 03

3:45pm EDT

Using Kebrite to integrate your Labor Collection, Time & Attendance, Payroll and Human Resources │ Participate on a raffle of $200 in cash
Attend our session for a chance to be the lucky winner of a prize of $200 in cash
 
During this session, we will demonstrate/discuss Kebrite’s functionality in the areas of labor collection, attendance, payroll, shift scheduling, advanced HR, quality management, injury & illness tracking and document control.

Topic covered will include:
  • Shop floor labor collection
  • Viewing/entering inventory requirements
  • Instant quantity entry
  • Pause/Resume
  • Easily start many work orders instantly
  • Labor rate scaling to ensure labor costs are not exceeded due to overtime hours
  • Productivity reporting (Direct vs Indirect)
  • Ability to have just one labor ticket being able to track different employee hourly cost and resource burden relating to different start/stop times
  • Kebrite Quality Tacker
  • Part’s inspection recording
  • Part Traceability
  • Modifying labor records with examples of overlapping labor tickets
  • Attendance & labor collection for non-ERP staff
  • Tracking skills & training required to operate machinery & hold positions
  • Attendance & Payroll
  • Advanced HR functionality
  • Automated employee time off requests
  • Tracking staff skills, training requirements
  • Position management
We will also discuss 9/80 work weeks: attendance, payroll and labor collection.

Speakers
avatar for Brendan Keyhoe

Brendan Keyhoe

CEO/Owner, Kebrite Solutions Inc.


Monday October 7, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 09

5:00pm EDT

Engaging in the VISUAL Community
Community engagement is an invaluable tool for VISUAL customers. Come to this session to understand how to find and participate in VISUAL town halls, online forums, and both virtual and local user groups.

We will also discuss Infor Concierge, Enhancement Requests and importance of Voting. This will be a roundtable-style meeting with Infor executives in attendance.

 Please plan on attending this meeting:
  • If you are a VISUAL user
  • If you are an active member of a Regional User Group (RUG)
  • If you want to start or join a RUG
  • If you’ve never heard of RUG

Speakers
avatar for Don Fodor

Don Fodor

Director of IT, Exhibit Concepts, Inc.
27 yrs experience in the TradeShow industry and 23yrs in IT.Implemented Visual 6.3.8 in 2003, purchased in 1999 , and STUCK on 6.4.1 until 2018 because of management's feel for the need of customizations.Currently running 9.0.4, on SQL platform (Testing 9.0.5)RUG Board Member /OINK... Read More →


Monday October 7, 2019 5:00pm - 6:00pm EDT
Grand Caribbean 03
 
Tuesday, October 8
 

6:00am EDT

Focus FIT Yoga
Tuesday October 8, 2019 6:00am - 7:00am EDT
Cayman Court

8:00am EDT

Registration/Info Desk
Tuesday October 8, 2019 8:00am - 5:00pm EDT
Pre-Function North

8:30am EDT

Stop ERP Knowledge Erosion
Do you use spreadsheets or outside systems for business processes your ERP could/should provide? Many customers in the ERP industry report unhappiness, or frustration, with their ERP solution. Typically this is due to business changes, the loss of key personel, as well as several other reasons. this session offers guidance on how to overcome these issues and perceptions and receive great value from your ERP We will show examples of customers that have experienced similar issues and how they overcame it with process or existing/new VISUAL features. This course is for anyone that would like to get more out of VISUAL.

Speakers
avatar for Michael Canty

Michael Canty

Executive Vice President, Synergy Resources
avatar for Paul Tedford

Paul Tedford

CEO, Synergy Resources
Paul Tedford is the Executive Director of Sales & Marketing at Synergy Resources. He joined Synergy Resources LLC, in 2005 as a leading Presales Engineer in Business Development. With over 19 years of experience with VISUAL ERP, Paul has applied his extensive knowledge of VISUAL ERP... Read More →


Tuesday October 8, 2019 8:30am - 9:30am EDT
Grand Caribbean 11

8:30am EDT

Synergy's VISUAL Business Objects
Are you looking for a solution to ingrate a system to VISUAL? Do you have external data that needs to bring into VISUAL? Are you concerned with preserving the integrity of a VISUAL transaction? Synergy Business Objects (SBO) is designed for this exact reason. This session will discuss the Synergy Business Objects API and how you can take advantage of the solution as we explore areas of Sales, Purchasing, Manufacturing and Financial Transactions. We will take you down a technical path of creating a custom utility that will generate VISUAL transactions in the safest and most accurate way.

Speakers
avatar for Paul Kluepfel

Paul Kluepfel

Director of Software Engineering, Synergy Resources
Paul has over 23 years of experience in various development phases for Synergy Resources, and is managing / directing the responsibility of Software Engineering, Integration Developers, Synergy Product Portfolio and various partnerships with clients. Paul’s educational background... Read More →


Tuesday October 8, 2019 8:30am - 9:30am EDT
Grand Caribbean 05

8:30am EDT

Managing Cash in VISUAL
Speakers
avatar for Jim Kistner

Jim Kistner

ERP Consultant, BizTech
Jim is an ERP Consultant at BizTech. He has over 30 years of experience in industrial accounting, IT and management. Jim has worked with VISUAL for 15 years with an emphasis on Financials, Inventory and database troubleshooting.


Tuesday October 8, 2019 8:30am - 9:30am EDT
Grand Caribbean 04

8:30am EDT

8:30am EDT

Options for Labor and Material Data Collection
Barcodes and tablets and kiosks, oh my!  With multiple options for data collection, it can be onerous to determine which method is right for your organization. Understanding the features and limitations of these options will help you choose which best meets your requirements.   In this session, we will not only describe each option, but will give a side-by-side comparison of the features of; Labor and Material Barcoding, Visual Time and Attendance, Shop Floor Mobile, and manual methods of collection.  New Features from Version 9/10 will be covered!

Speakers
avatar for Merri Hoffman

Merri Hoffman

Business Solution Consultant, Synergy Resources
As a Business Solutions Consultant with years of manufacturing experience, as well as years as an implementation consultant, Merri focuses on helping Synergy’s customers get the most out of our solutions. From strategic business planning to quick tips and tricks, Merri thinks it’s... Read More →


Tuesday October 8, 2019 8:30am - 9:30am EDT
Grand Caribbean 10

8:30am EDT

How to Strengthen Your Supply Chain with Consignment Inventory
Has your company determined that there would be value in implementing VISUAL's consigned Inventory functionality. However, you are unsure how VISUAL addresses this need? This course will give you the information you need to make informed decisions when implementing consigned inventory. By the end of the session, attendees will be able to: Determine if your VISUAL environment supports consigned inventory, determine which consigned inventory model to use and how to use the consigned inventory functionality within VISUAL. People in operations who would be involved in implementing or maintaining a new implementation of consignment inventory.

Speakers
avatar for Larry Tussing

Larry Tussing

ERP Consultant, BizTech
Larry is an ERP consultant with BizTech. With more than 30 years of experience supporting manufacturing facilities, Larry is responsible for providing manufacturers with solutions to their ERP-related needs.


Tuesday October 8, 2019 8:30am - 9:30am EDT
Grand Caribbean 08

8:30am EDT

Choosing the Right Scheduling Methodology
Did you know that VISUAL customers are using 3 different methods to schedule their shop floors? In this course you will learn about the differences between Finite Scheduling, Lean Scheduling and Protected Flow Manufacturing. Each methodology has unique mechanics and they also vary by how much set-up, maintenance and control they provide. Anyone responsible for making sure your orders are delivered on time will enjoy this course.

Speakers
avatar for Don Cormier

Don Cormier

Services Manager, Synergy Resources


Tuesday October 8, 2019 8:30am - 9:30am EDT
Grand Caribbean 03

8:30am EDT

Leveraging a Full-Service EDI Approach to Win the Future
With first generation EDI technology at end-of-life, every organization with legacy technology faces a critical question: can I successfully outsource EDI? The answer is a resounding yes. Learn how SPS applies a full-service approach to EDI, allowing you to focus on initiatives that add real value to your business.

Speakers
avatar for Matt Rogers

Matt Rogers

Sales Manager, Channel, SPS Commerce


Tuesday October 8, 2019 8:30am - 9:30am EDT
Grand Caribbean 09

9:45am EDT

Using VISUAL to Drive Profitability
VISUAL is designed to make you more money. The integration of its many components can be used to highlight areas where revenue can be improved or cost can be lowered. This course will focus on building a plan to be profitable from VISUAL's capabilities and ensuring that you have the data to manage it. Owners, plant managers and financial staff will gain valuable insight from this course. New Features from Version 9/10 will be covered!

Speakers
avatar for Gene Caiola

Gene Caiola

President & CEO, Synergy Resources
Gene Caiola is a President & CEO at Synergy Resources. Gene has over 30 years experience in the manufacturing industry including 22 years of working with VISUAL. Gene holds a BS in Accounting and an MBA in Business Information Systems. He has also published two ERP books and has been... Read More →


Tuesday October 8, 2019 9:45am - 10:45am EDT
Grand Caribbean 11

9:45am EDT

Extending VISUAL's Capabilities with Custom Applications and Database Objects
VISUAL has broad functionality, but it may be missing something your business needs. In this session, you will learn various methods of adding that functionality through the addition of custom applications and database objects, including an example using the API Toolkit.

Speakers
avatar for Jason Butler

Jason Butler

Professional Services Manager, Visual South
Jason Butler is a Sr. Project Manager for Visual South with more than 18 years of experience implementing, customizing, and supporting Visual Manufacturing and related products. Particular areas of expertise are manufacturing, accounting, information technology, database systems... Read More →


Tuesday October 8, 2019 9:45am - 10:45am EDT
Grand Caribbean 05

9:45am EDT

Using Costing Tools to Keep your Costing Information Accurate
Need to check the integrity of your transaction costs or just have a question about your FIFO costs? VISUAL offers you a number of analysis tools. These tools are found in the Costing Tools section of VISUAL. This session is intended for people who have a general familiarity with the VISUAL costing utilities process and want to get a more in-depth understanding of the standard tools to identify and correct transactional cost inconsistencies.

Speakers
avatar for Jim Kistner

Jim Kistner

ERP Consultant, BizTech
Jim is an ERP Consultant at BizTech. He has over 30 years of experience in industrial accounting, IT and management. Jim has worked with VISUAL for 15 years with an emphasis on Financials, Inventory and database troubleshooting.


Tuesday October 8, 2019 9:45am - 10:45am EDT
Grand Caribbean 10

9:45am EDT

9:45am EDT

Using Loftware to Generate Labels
Are you printing labels outside of VISUAL? There is a much easier way: Use Loftware (purchase required). Loftware sits in between VISUAL and you label printer. If you need different label configurations for different part numbers, Loftware knows. Different labels for different customers? Loftware knows. Anyone responsible for label printing or usage should attend. There are no prerequisites, but the creation of the label template could be considered technical for some.

Speakers
CS

Cameron Smith

Professional Services, Visual South


Tuesday October 8, 2019 9:45am - 10:45am EDT
Grand Caribbean 04

9:45am EDT

Lot & Serial Traceability - What it Does and How to Set It Up
Lot control Is critical to your internal and customer requirements Create, track and report lot traceability. Part Trace can be setup in VISUAL to track a Serial Number, Lot Number, or other Unit or Lot specific features. You can specify the individual points in your material movement cycle when part trace information is provided or verified. Supply chain, planning and quality should plan to attend this session.

Speakers
PC

Paulette Cecil

Operations Applications Specialist, Synergy Resources


Tuesday October 8, 2019 9:45am - 10:45am EDT
Grand Caribbean 08

9:45am EDT

Using the Data From the Throughput Window To Improve On Time Delivery
Expediting at the last minute creates problems. You need visibility of late orders before they are late. Use the tools in the Throughout Window to Identify your late ships before they occur, and gather information about your relationships between your shop floor and your customers. See what work orders are supplying late customer orders, even before they are late. Use the audit trail to see why. Evaluate what-if scenarios to see their effect on your sales, and which jobs will generate higher profits when you are conflicted on what to build. This course will benefit users who maintain the production schedule. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Turnberg

Paul Turnberg

ERP Consultant, BizTech
Paul Turnberg is a VISUAL Consultant and Developer for BizTech. With more than 25 years of experience in Manufacturing and Development and 20 years as a consultant, Paul is responsible for helping clients use VISUAL effectively. Paul majored in Engineering and Computer Science at... Read More →


Tuesday October 8, 2019 9:45am - 10:45am EDT
Grand Caribbean 03

9:45am EDT

Fast and Easy Shipping / Manifesting with Latitude’s LMS
Whether you need to replace your current shipping software or trying to decide if a multi-carrier, small parcel and LTL shipping solution makes sense for your business, this session will highlight the benefits of PathGuide’s Latitude Manifesting and Shipping (LMS) software. Your customers expect nothing less than fast, accurate and affordable shipments. If you’re using UPS, FedEx or most any regional carrier, you need the flexibility to get orders shipped when they’re needed – and at the lowest cost. Ship LTL? Easily rate shop across carriers. What about Canada? LMS will generate the exact paperwork needed for international shipments. You’ll be impressed with how quickly LMS captures box dimensions and weights as shipments leave, both on-demand and automatically.

Speakers
KL

Keith La Londe

Director of Sales Engineering, PathGuide Technologies, Inc.


Tuesday October 8, 2019 9:45am - 10:45am EDT
Grand Caribbean 09

11:00am EDT

Managing Your VISUAL Re-Implementation
Have you heard the term "re-implementation" and wonder if it's right for you and what is involved? Different companies can have different reasons for re-implementing VISUAL. This session discusses some of the common reasons and focuses on a team approach to get the re-implementation process successfully done. This session is intended for the non-technical general audience.

Speakers
avatar for Jim Kistner

Jim Kistner

ERP Consultant, BizTech
Jim is an ERP Consultant at BizTech. He has over 30 years of experience in industrial accounting, IT and management. Jim has worked with VISUAL for 15 years with an emphasis on Financials, Inventory and database troubleshooting.


Tuesday October 8, 2019 11:00am - 12:00pm EDT
Grand Caribbean 11

11:00am EDT

Automating Your Unique Requirements Using Macros
Are you new to VISUAL Macros? Ever wonder what the capabilities are and how to take advantage of extending VISUAL functionality? Do you have automation, calculations or repetitive functions that you would like to eliminate doing by hand? Learn how to utilize macros in VISUAL to extend its capabilities and fill company-specific needs. This session will discuss the basics and progressively increase to more complex situations. We will take you down a technical path of writing macros using the native VB Script language. Some VB Script and basic SQL Syntax knowledge is suggested and recommended for this session.

Speakers
avatar for Paul Kluepfel

Paul Kluepfel

Director of Software Engineering, Synergy Resources
Paul has over 23 years of experience in various development phases for Synergy Resources, and is managing / directing the responsibility of Software Engineering, Integration Developers, Synergy Product Portfolio and various partnerships with clients. Paul’s educational background... Read More →


Tuesday October 8, 2019 11:00am - 12:00pm EDT
Grand Caribbean 03

11:00am EDT

Electronic Payment Options for Vendors and Customers
Is your Company considering implementing electronic payments to your Vendors or Credit Card payments from Customers? Come explore various standard and optional features that can streamline your payment processing methods for customers or vendors and increase your process efficiency and reduce errors.

Speakers
avatar for Jack Hughes

Jack Hughes

Financial Applications Specialist, Synergy Resources
Jack has been associated with VISUAL, first as a customer from 1995 to 1998, and then as a financial consultant for Synergy since 1998. He is also the Director of Business Systems Deployment.Jack has over 30 years of accounting experience, primarily in the manufacturing environment... Read More →


Tuesday October 8, 2019 11:00am - 12:00pm EDT
Grand Caribbean 04

11:00am EDT

Managing Work Orders - from Creation to Closing
Producing goods is central to what you do as a company. How well work orders are structured or managed in VISUAL directly affects how well VISUAL can help you manage your production. This course will cover the proper steps to structure, create, and manage work orders. Anyone involved with production (engineering, production, material management, costing, etc.) will benefit from this session. Prerequisites are not required.

Speakers
avatar for Jack Shannon

Jack Shannon

President, Visual South
Jack is the President of Visual South and has been working with the product since 1996 when he bought it in his role as a Plant Manager. Since 1998 he has worked for Visual South with roles in consulting, sales and executive management.


Tuesday October 8, 2019 11:00am - 12:00pm EDT
Grand Caribbean 10

11:00am EDT

Troubleshooting Tools for Inventory Costing
VISUAL is based on a sophisticated costing system that assigns costs by transaction based on the parameters that you set. This session will focus on the tools available within the software to address possible issues that arise during the costing cycle. Learn the standard auditing tools and techniques to find and correct issues, including the underlying theory. This session will include examples of using SQL to view table data and determine data integrity.

Speakers
avatar for Tania St. George

Tania St. George

Financial Applications Specialist, Synergy Resources


Tuesday October 8, 2019 11:00am - 12:00pm EDT
Grand Caribbean 08

11:00am EDT

Easy Lean Scheduling Concepts
Looking for an easy and lean way to prioritize the work in your shop? Heard of the Theory of Constraints but unsure how you can apply it to your company? Use this unique scheduling module and learn how Easy Lean scheduling simplifies shop floor activities, freeing up capacity for more work, so you can increase your throughput, reduce work in progress, and drastically shorten your lead times.

Speakers
avatar for Darryl Walker

Darryl Walker

Continuous Improvement Specialist, Synergy Resources


Tuesday October 8, 2019 11:00am - 12:00pm EDT
Grand Caribbean 05

11:00am EDT

11:00am EDT

SourceDay: Powering Procurement and AP Automation with Supplier Collaboration
Hear from leading consumer brand Napoleon Products and SourceDay to learn how Napoleon transformed the procure-to-pay lifecycle through process automation and supplier collaboration. Louise Mayer of Napoleon will explain how her global team automated: purchase order management, 3-way invoice matching, vouchering for thousands of POs and invoices, across 100s of suppliers through SourceDay’s centralized platform. Increasing on time delivery, preventing data errors within the ERP, and reducing costly surprises in production.

Speakers
LM

Louise Mayer

ERP Improvement Manager, Napoleon Group if Companies
CM

Clint McRee

Co-Founder/COO, SourceDay


Tuesday October 8, 2019 11:00am - 12:00pm EDT
Grand Caribbean 09

1:15pm EDT

Understanding the VISUAL Upgrade Process and How Best to Prepare
Have you ever wondered what steps need to be taken with Visual to prepare for an upgrade? This session will review that steps necessary to secure and prepare you database for upgrade, how to get the latest version of Visual, and some advice about the test environment you should setup to ensure a smooth process. We will cover how to properly determine the version you're running now, how to find the latest version from Infor, how to plan your upgrade and test environments, how to backup your database, how to run costing utilities and more. This session is intended for IT professionals, but could be attended by anyone with basic familiarity of Windows Server in a business environment.

Speakers
avatar for Darren Farmer

Darren Farmer

ERP Consultant, BizTech
Darren is an ERP Consultant for BizTech, based in the Seattle, WA area. With more than 25 years of experience in implementing, supporting and customizing VISUAL Manufacturing, Darren focuses on the technical aspects of supporting the system with experience in SQL Server, Oracle, Windows... Read More →


Tuesday October 8, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 11

1:15pm EDT

Interfacing Outside Applications with VISUAL - The Infor API Toolkit
Do you need to create complex transactions in Visual using custom code? You can perform queries, searches, create or edit documents and perform transactions easily using Infor's API objects. We will review a sample application, set up the API objects to connect to Visual, and the specific transactions used in the sample application. Demonstration of queries, searches, document updates/creation/deletion and transactions, as well as classes unique to the API objects will be covered. The course will benefit individuals wishing to understand the capabilities of API, targeting people with a technical background.

Speakers
avatar for Paul Turnberg

Paul Turnberg

ERP Consultant, BizTech
Paul Turnberg is a VISUAL Consultant and Developer for BizTech. With more than 25 years of experience in Manufacturing and Development and 20 years as a consultant, Paul is responsible for helping clients use VISUAL effectively. Paul majored in Engineering and Computer Science at... Read More →


Tuesday October 8, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 05

1:15pm EDT

How VISUAL Workflow Can Be Used to Control Your Financials
Learn how to create simple workflows to put rules on certain financial transactions or financial setup.

Speakers
avatar for Jason Butler

Jason Butler

Professional Services Manager, Visual South
Jason Butler is a Sr. Project Manager for Visual South with more than 18 years of experience implementing, customizing, and supporting Visual Manufacturing and related products. Particular areas of expertise are manufacturing, accounting, information technology, database systems... Read More →


Tuesday October 8, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 04

1:15pm EDT

Understanding The Basic Data Flow in VISUAL from Quote to Cash
Ever wonder how all the documents in the quote to cash cycle work together? Understanding Document Lifecycle is the easiest way to understand the data flow in VISUAL. This course will cover how the different documents are linked, why they are linked, and how to use Document Lifecycle. Anyone involved in the quote to cash cycle will benefit from this session. Prerequisites are not required.

Speakers
PB

Paul Blattner

Professional Services, Visual South


Tuesday October 8, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 12

1:15pm EDT

Inside the Advanced Material Planning Window: Using Master Scheduling and Forecasting
During this session, we will learn about the Advanced Material Planning module. Are Forecasts part of your planning world? Advanced Material Planning allows for multiple forecasts, time phased modifications to the forecast utilizing time fences, and updates to the Master Schedule. Bulk release of planned orders can be filtered to a specific vendor, buyer or planner.

Speakers
AL

Allan Lee

Professional Services, Visual South


Tuesday October 8, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 03

1:15pm EDT

Purchasing Cycle - From Requisition to Receipt
Finding it cumbersome to manage your purchasing cycle?  Are purchase requests and vendor RFQs processed with informal, legacy methods? Using formal processes to manage the entire purchasing cycle will save time, money, and reduce risk.   Purchase requisitions, Vendor RFQs, Purchase orders, and PO Receipts will be addressed - including any approvals cycles required along the way. If you are someone who requests materials, approves requisitions, interacts with vendors/suppliers or processes purchase receipts, come learn more about the purchase cycle in Visual.  You are sure to find new tips for better managing your purchasing cycle. New Features from Version 9/10 will be covered!

Speakers
avatar for Merri Hoffman

Merri Hoffman

Business Solution Consultant, Synergy Resources
As a Business Solutions Consultant with years of manufacturing experience, as well as years as an implementation consultant, Merri focuses on helping Synergy’s customers get the most out of our solutions. From strategic business planning to quick tips and tricks, Merri thinks it’s... Read More →


Tuesday October 8, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 10

1:15pm EDT

Defining and Managing Estimated Costs to Support Quoting
Are you finding that your quotes do not reflect reality? Maybe they were closer to being accurate some time ago but now have drifted off the mark. Join us in this session to review approaches to keep your quoting information relevant and current. We will discuss methods and toolsets to revitalize your quoting data. Specific functionality reviewed during this session include; Examining cost variances, Vendor RFQ creation, Leg and Cost Updating tools as well as other approaches. Estimating and Material Planning professionals who are experiencing inaccurate or aging quote data should plan to attend this session.

Speakers
avatar for Greg Miller

Greg Miller

Operations Applications Specialist, Synergy Resources
Greg Miller joined Synergy Resources in 2012 as an Applications Specialist. He has over 25 years of experience in Scheduling, Supply Chain Management, Lean, Theory of Constraints Management (TOC) and ERP system development in the Aerospace / Defense and custom manufacturing sectors... Read More →


Tuesday October 8, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 08

1:15pm EDT

Quality for Infor VISUAL by uniPoint – Your Total Quality Management Solution
In this session, you will learn about Quality for Infor VISUAL by uniPoint: a configure-to-order suite of integrated Quality Management Modules. uniPoint offers all of the controls for a certified quality management system, with a real-time integration to your critical Infor VISUAL ERP data. We will demonstrate how to lean-out your quality process and consolidate all of your quality functions, reporting, trending and metrics into one central location. With advanced Bubble Drawing capability, a vaulted document control environment, and leading-edge technology Mobile Modules, Quality for Infor VISUAL by uniPoint is your catalyst for ISO compliance and significant cost reduction.

Speakers
avatar for Patty Marascuilo

Patty Marascuilo

Regional Sales Manager, uniPoint Software Inc.
Prior to her 9 years at uniPoint Software, Patty served in the Manufacturing ERP arena for over 16 years in sales and customer service. Her role is to assist the Synergy staff in communicating about and demonstrating how the uniPoint Quality solution integrated to your Visual ERP... Read More →


Tuesday October 8, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 09

2:30pm EDT

Measure, Manage and Improve - How to Drive Continual Improvement
Regular measurement and reporting of the "right" things will prevent conflict and tension. When you align and enable your team to focus on the “right” things they are likely to make the “right” decisions and the Company is more likely to improve. Join us and see how we align and enable VISUAL customers use to measure, manage and improve their company.

Speakers
avatar for Michael Canty

Michael Canty

Executive Vice President, Synergy Resources


Tuesday October 8, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 05

2:30pm EDT

Billing and Invoicing Options to Fit Your Diverse Needs
This session will cover progress billing, spreading credit card payments, customer and vendor prepayments, and vendor credit terms.

Speakers
avatar for Jason Butler

Jason Butler

Professional Services Manager, Visual South
Jason Butler is a Sr. Project Manager for Visual South with more than 18 years of experience implementing, customizing, and supporting Visual Manufacturing and related products. Particular areas of expertise are manufacturing, accounting, information technology, database systems... Read More →


Tuesday October 8, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 04

2:30pm EDT

VISUAL Navigation and User Interface - What you need to know - Part 1
REPEAT SESSION - Ever get frustrated with the VISUAL User Experience or User Interface. Are you new to VISUAL or have you been using it for years? Either way, we believe you will learn something new that will make VISUAL ERP easier and faster to use! As a company you should be able to save minutes per day, hours per week, and days per month by taking advantage of new ways to navigate and find data in VISUAL. As an end user, you should find ways to easily personalize VISUAL to make your day to day use easier. This session is a must for all VISUAL users and will cover functionality everyone should know about. From drill downs that you might not realize are available, to drag and drop features that shave time off many tasks, and more… you will learn something you can start using right away! (Part 1 of 3) This course is for anyone that would like to get more out of VISUAL. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Tedford

Paul Tedford

CEO, Synergy Resources
Paul Tedford is the Executive Director of Sales & Marketing at Synergy Resources. He joined Synergy Resources LLC, in 2005 as a leading Presales Engineer in Business Development. With over 19 years of experience with VISUAL ERP, Paul has applied his extensive knowledge of VISUAL ERP... Read More →


Tuesday October 8, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 12

2:30pm EDT

Using the Query Tool as a Report Writer
Speakers
avatar for Michael Medved

Michael Medved

COO, Synergy Resources


Tuesday October 8, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 11

2:30pm EDT

Integrating the Two Sides of Manufacturing - Material Planning and Scheduling (Part I)
Are you struggling to obtain a credible schedule with accurate material dates in your organization? Join us for Part I of a two-part series to gain an understanding of the foundational Material Planning and Scheduling elements to create a viable schedule. This session will explain the various scheduling methods, shop resource configuration, the power of Visual's leg structures plus other key scheduling considerations. This series is tailored for your Planning and Supply Chain professionals.

Speakers
avatar for Greg Miller

Greg Miller

Operations Applications Specialist, Synergy Resources
Greg Miller joined Synergy Resources in 2012 as an Applications Specialist. He has over 25 years of experience in Scheduling, Supply Chain Management, Lean, Theory of Constraints Management (TOC) and ERP system development in the Aerospace / Defense and custom manufacturing sectors... Read More →


Tuesday October 8, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 03

2:30pm EDT

Configurator Options for VISUAL - CPQ & MPC
Speakers
avatar for Chris Garrido

Chris Garrido

Business Solutions Account Manager, Synergy Resources


Tuesday October 8, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 08

2:30pm EDT

CADLink for Infor VISUAL
Speakers
RB

Rey Bustamante

Sales Manager, QBuild Software


Tuesday October 8, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 09

3:45pm EDT

Transform Your QMS (Quality Management System) from an Expense into an Asset
A Quality Management System is expected to give companies the framework needed to monitor and improve performance in all areas of the business. But too often these systems are viewed as an Expense instead of an Asset; it is discovered that these systems remain underdeveloped, are cumbersome to manage, become dormant over time, or lack engagement from the rest of the company. Whether you have an existing QMS, or are thinking about developing one, learn how to revive the most commonly under utilized areas of a QMS and how Visual and IQM can support this effort.

Speakers
avatar for Katie Farrand

Katie Farrand

Manager of Operational Excellence, Synergy Resources
Katie Farrand is the Manager for Operational Excellence for Synergy Resources. With more than 20 years of experience in manufacturing in the areas of Quality, Continuous Improvement, and Product Management, Katie is responsible for working with customers to improve their business... Read More →


Tuesday October 8, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 08

3:45pm EDT

Streamline Your Month-End Closing Process
Performing month end closing can pose challenges for even the most experienced users. Learn the proper procedures, steps, and transactions that make a successful month end closing a fast and easy process.

Speakers
avatar for Jack Hughes

Jack Hughes

Financial Applications Specialist, Synergy Resources
Jack has been associated with VISUAL, first as a customer from 1995 to 1998, and then as a financial consultant for Synergy since 1998. He is also the Director of Business Systems Deployment.Jack has over 30 years of accounting experience, primarily in the manufacturing environment... Read More →


Tuesday October 8, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 04

3:45pm EDT

3:45pm EDT

Understanding How the Preference Maintenance Settings Impact your Users and your VISUAL System
Do you want to capitalize on the power of Preference Settings in VISUAL?  Learn the newest and most significant INI settings, how they are used, and how to explore the maintenance screen. In VISUAL 9, there are many new settings that make life easier for VISUAL users & adminstrators.

Speakers
avatar for Matthew Morgan

Matthew Morgan

Executive VP – VISUAL Business Unit, Synergy Resources
Matthew Morgan joined Synergy Resources in 2011 and is Vice President of the VISUAL Business Unit. Matt has over 20 years of experience in manufacturing companies. During his career, he has been directly responsible for and/or managed Accounting, Operations, IT, and ERP consulting... Read More →


Tuesday October 8, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 10

3:45pm EDT

VISUAL Shop Floor Mobile – New and Improved
Are you ready to digitize the shop floor? Shop Floor Mobile is how you do it. The power of VISUAL shop floor control on your mobile device. Learn how this web app works and all the functionality that is built in. This has no prerequisites and is appropriate for anyone with production responsibilities.

Speakers
AL

Allan Lee

Professional Services, Visual South


Tuesday October 8, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 12

3:45pm EDT

Integrating the Two Sides of Manufacturing - Material Planning and Scheduling (Part 2)
Are you struggling to obtain a credible schedule with accurate material dates in your organization? Join us for Part II of a two-part series to tailor the Material Planning and Scheduling foundational elements from Session 1 to your business environment. This session will examine the differences in configuring the Global Scheduler for different business environments. We will walk through incremental steps to refine your scheduling precision. This series is tailored for your Planning and Supply Chain professionals.

Speakers
avatar for Greg Miller

Greg Miller

Operations Applications Specialist, Synergy Resources
Greg Miller joined Synergy Resources in 2012 as an Applications Specialist. He has over 25 years of experience in Scheduling, Supply Chain Management, Lean, Theory of Constraints Management (TOC) and ERP system development in the Aerospace / Defense and custom manufacturing sectors... Read More →


Tuesday October 8, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 11

3:45pm EDT

Compare the Concurrent Scheduler with Easy Lean
You've heard of VISUAL's patented Concurrent Scheduler. Perhaps you've also heard of VISUAL Easy Lean. Come and find out the features and attributes of each, and learn which scheduling methodology is best for your situation.

Speakers
avatar for Darryl Walker

Darryl Walker

Continuous Improvement Specialist, Synergy Resources


Tuesday October 8, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 05

3:45pm EDT

Infor Configure Price Quote (CPQ): Faster Accurate Quotes
In this session RenaissanceTech will demonstrate how Infor CPQ allows you to quickly generate accurate quotes and increase customer satisfaction. CPQ streamlines the ordering process for complex products.
Infor CPQ includes: a real-time product configurator, dynamic pricing, 2D models, document automation, VISUAL ERP integration, and more.

Attend this session to discover how you can sell more and screw-up less with Infor CPQ!

Speakers
JF

Jeremy Finley

Partner, RenaissanceTech
Infor CPQ specialist


Tuesday October 8, 2019 3:45pm - 4:45pm EDT
Grand Caribbean 09

6:30pm EDT

 
Wednesday, October 9
 

8:00am EDT

Registration/Info Desk
Wednesday October 9, 2019 8:00am - 3:30pm EDT
Pre-Function North

8:30am EDT

Overview of Standard Financials
Want to get an understanding of how transactions flow through the VISUAL Standard Financials? In an integrated ERP system, all transactions are ultimately reflected in the financial statements of the company. This session provides an overview of transactional cost flow through the GL. This session is intended primarily for the accounting audience, but anyone who wants to understand of costs flow through the VISUAL system will benefit from attending.

Speakers
avatar for Jim Kistner

Jim Kistner

ERP Consultant, BizTech
Jim is an ERP Consultant at BizTech. He has over 30 years of experience in industrial accounting, IT and management. Jim has worked with VISUAL for 15 years with an emphasis on Financials, Inventory and database troubleshooting.


Wednesday October 9, 2019 8:30am - 9:30am EDT
Grand Caribbean 04

8:30am EDT

VISUAL Navigation and User Interface - What you need to know - Part 2
REPEAT SESSION - Ever get frustrated with the VISUAL User Experience or User Interface. Are you new to VISUAL or have you been using it for years? Either way, we believe you will learn something new that will make VISUAL ERP easier and faster to use! As a company you should be able to save minutes per day, hours per week, and days per month by taking advantage of new ways to navigate and find data in VISUAL. As an end user, you should find ways to easily personalize VISUAL to make your day to day use easier. This session is a must for all VISUAL users and will cover functionality everyone should know about. From document management/reference tools, to adding your own user defined shortcuts, and more… you will learn something you can start using right away! (Part 2 of 3) This course is for anyone that would like to get more out of VISUAL. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Tedford

Paul Tedford

CEO, Synergy Resources
Paul Tedford is the Executive Director of Sales & Marketing at Synergy Resources. He joined Synergy Resources LLC, in 2005 as a leading Presales Engineer in Business Development. With over 19 years of experience with VISUAL ERP, Paul has applied his extensive knowledge of VISUAL ERP... Read More →


Wednesday October 9, 2019 8:30am - 9:30am EDT
Grand Caribbean 05

8:30am EDT

8:30am EDT

The Lone Administrator - Administering VISUAL
Have you been empowered to effectively Administer and Maintain your VISUAL environment?There are some of key concepts for administering and maintain a VISUAL environment.Common Client Errors, Default Logon Settings, Update Database Statistics, Fix Synonyms & Grants, Visual User & Security, Visual QRP Files, Visual Macros, Visual Preferences, SQL Server SSMS. Individual(s) responsible for administering and maintaining the VISUAL environment. Familiarity with SQL is helpful.

Speakers
avatar for Ivan Wilson

Ivan Wilson

ERP Consultant, BizTech
Ivan Wilson is an ERP Consultant for BizTech. With more than 22 years of experience in ERP/Technical Applications, Ivan is responsible for SQL Server, Database Administration, Upgrades & Migrations, Custom Reports & Development, System Conversion/Imports and Visual.NET. Ivan holds... Read More →


Wednesday October 9, 2019 8:30am - 9:30am EDT
Grand Caribbean 10

8:30am EDT

Tips & Tricks to Procure Your Material Faster
Faster purchasing processes mean that organizations can keep up with demand and remain competitive.  Efficiency also means that procurement can spend more time driving value for the business, like analyzing performance measures and exploring new sources. During this session we will review the material planning and procurement tools within Visual, as well as revealing some little known tips and tricks to getting the job done faster. The Material Planning Window, Advanced Planning, MRP, Purchasing Management Window, Purchase Orders, and more will be covered in this session. If you plan or procure materials, or if you are interested in ways to improve the speed of procurement, come join us.  New Features from Version 9/10 will be covered!

Speakers
avatar for Merri Hoffman

Merri Hoffman

Business Solution Consultant, Synergy Resources
As a Business Solutions Consultant with years of manufacturing experience, as well as years as an implementation consultant, Merri focuses on helping Synergy’s customers get the most out of our solutions. From strategic business planning to quick tips and tricks, Merri thinks it’s... Read More →


Wednesday October 9, 2019 8:30am - 9:30am EDT
Grand Caribbean 08

8:30am EDT

Sales Tips & Tricks That Can Save You Time
Keeping your customers satisfied is key to retaining and expanding customer relationships. Utilizing the latest enhancements in the VISUAL Sales Cycle can increase sales and reduce waste in your sales process. Learn how improving your process, automating steps, and new enhancements can improve your overall sales organization.

Speakers
avatar for Matthew Morgan

Matthew Morgan

Executive VP – VISUAL Business Unit, Synergy Resources
Matthew Morgan joined Synergy Resources in 2011 and is Vice President of the VISUAL Business Unit. Matt has over 20 years of experience in manufacturing companies. During his career, he has been directly responsible for and/or managed Accounting, Operations, IT, and ERP consulting... Read More →
avatar for Alex Campo

Alex Campo

Customer Care Manager, Synergy Resources
Alex Campo is the Customer Care Team Manager at Synergy Resources. He joined the Synergy team in 2014 as the Customer Care Coordinator and member of the Sales Operations support team. With his strong organizational and people skills, Alex has applied his years of customer service... Read More →


Wednesday October 9, 2019 8:30am - 9:30am EDT
Grand Caribbean 03

8:30am EDT

Using the Data From the Throughput Window To Improve On Time Delivery
REPEAT SESSION - Expediting at the last minute creates problems. You need visibility of late orders before they are late. Use the tools in the Throughout Window to Identify your late ships before they occur, and gather information about your relationships between your shop floor and your customers. See what work orders are supplying late customer orders, even before they are late. Use the audit trail to see why. Evaluate what-if scenarios to see their effect on your sales, and which jobs will generate higher profits when you are conflicted on what to build. This course will benefit users who maintain the production schedule. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Turnberg

Paul Turnberg

ERP Consultant, BizTech
Paul Turnberg is a VISUAL Consultant and Developer for BizTech. With more than 25 years of experience in Manufacturing and Development and 20 years as a consultant, Paul is responsible for helping clients use VISUAL effectively. Paul majored in Engineering and Computer Science at... Read More →


Wednesday October 9, 2019 8:30am - 9:30am EDT
Grand Caribbean 11

8:30am EDT

What’s New With Infor F9
Come take a firsthand look at Infor’s financial reporting tool - F9 and the new features and functionalities available to clients through our recent version 6 release.
If you use Microsoft Excel, then you already know how useful spreadsheets are for financial reporting. F9 for Visual runs in Excel and gives you the most current information with a push of a button, with no exports or manual entries required.

F9 offers an unbeatable feature package including:

  • Flexible cell-based reporting
  • Consolidations
  • Drill down and viewer
  • Budgeting
  • Forecasting (Budget writeback)
  • Multi-currency
  • Report analysis
  • Report wizard
  • Table & Pivot reports
  • Report automation

Speakers
avatar for David Fisher

David Fisher

Sr. Account Manager, F9, Infor


Wednesday October 9, 2019 8:30am - 9:30am EDT
Grand Caribbean 09

9:45am EDT

Business Performance Improvements are only effective when they are Sustainable!
If business performance improvement is to achieve its potential and be sustainable, it must be integrated into the planning and measurement systems, as well as the culture of the enterprises. And for that to happen, the concept must be articulated in terms that are familiar to business leaders and employees alike. Attend this session to learn how your company can achieve sustainable business performance improvement.

Speakers
avatar for Michael Canty

Michael Canty

Executive Vice President, Synergy Resources


Wednesday October 9, 2019 9:45am - 10:45am EDT
Grand Caribbean 11

9:45am EDT

Reconciling Your AR, AP and Bank Sub ledgers
Ever wonder if you and your staff are processing transactions effectively through VISUAL? During this session, you will learn: 1) How the various windows in VISUAL connect to each other and which fields impact accounting; 2) The four ways to create an Accounts Receivable invoice; 3) The four ways to generate Accounts Payable payments; 4) How document lifecycle can help you speed up your research time; 5) The top seven ideas to keep AR, AP and cashbook in line; and 6) New features & functions that can be used to enhance processing of your day-to-day transactions.

Speakers
SC

Shawn Carter

Professional Services, Visual South


Wednesday October 9, 2019 9:45am - 10:45am EDT
Grand Caribbean 04

9:45am EDT

VISUAL is Visual - Dashboards and Active Splash Screens (Basic)
REPEAT SESSION - Need help getting started with Dashboards and interactive splash screens? This course will cover 2 great enhancements from recent releases: how to setup an active splash screen and learn how to use VISUAL Dashboards. First Active Splash Screens, sometimes a picture is better then a menu to navigate your favorite ERP. Learn where you set them up and how they can help you save time. The for Dashboards you will learn how to: get data to them, Analytics vs Detail Grids, Series selection, various filters, drill-downs, exporting data and where you setup your own data sources. While we will review where to setup your own data sources, if you are looking for hands on training for Dashboard please consider attending the workshop. Dashboard basics is for users of any experience level. Building your own data sources and active splash screens will be a bit more technical. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Dubuque

Paul Dubuque

Director Sales Support, BizTech
I was part of the original Lilly Software Associates and have been working with VISUAL for almost 24 years. As Director of Sales Support for BizTech, I focus on helping our customers get the most out of their business systems. Always good to hear about and share new shortcuts and... Read More →


Wednesday October 9, 2019 9:45am - 10:45am EDT
Grand Caribbean 08

9:45am EDT

VISUAL Navigation and User Interface - What you need to know - Part 3 (Advanced Topics)
REPEAT SESSION - Ever get frustrated with the VISUAL User Experience or User Interface. Are you new to VISUAL or have you been using it for years? Either way, we believe you will learn something new that will make VISUAL ERP easier and faster to use! As a company you should be able to save minutes per day, hours per week, and days per month by taking advantage of new ways to navigate and find data in VISUAL. As an end user, you should find ways to easily personalize VISUAL to make your day to day use easier. This session is a must for all VISUAL users and will cover functionality everyone should know about. From workflows, activities, to email shortcuts, and more … you will learn something you can start using right away! (Part 3 of 3) This course is for anyone that would like to get more out of VISUAL. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Tedford

Paul Tedford

CEO, Synergy Resources
Paul Tedford is the Executive Director of Sales & Marketing at Synergy Resources. He joined Synergy Resources LLC, in 2005 as a leading Presales Engineer in Business Development. With over 19 years of experience with VISUAL ERP, Paul has applied his extensive knowledge of VISUAL ERP... Read More →


Wednesday October 9, 2019 9:45am - 10:45am EDT
Grand Caribbean 03

9:45am EDT

VISUAL Shop Floor Mobile – New and Improved
REPEAT SESSION - Are you ready to digitize the shop floor? Shop Floor Mobile is how you do it. The power of VISUAL shop floor control on your mobile device. Learn how this web app works and all the functionality that is built in. This has no prerequisites and is appropriate for anyone with production responsibilities.

Speakers
AL

Allan Lee

Professional Services, Visual South


Wednesday October 9, 2019 9:45am - 10:45am EDT
Grand Caribbean 10

9:45am EDT

Increase Sales with the Sales Order Management Window
How can I readily see all information relating to customer and customer orders in a high volume environment? What has the custome bought in the past, what are the open orders, substitue parts and inventory position in order to communicate delivery to to customer Visual's Order Management Window is user configurable, user defined. Works on the Workbench concept with one screen, multiple windows. 5 child windows with real time information. Have 2 sessions of Customer order entry open. Customer sales reps, order entry and expeditors should plan to attend this session

Speakers
PC

Paulette Cecil

Operations Applications Specialist, Synergy Resources


Wednesday October 9, 2019 9:45am - 10:45am EDT
Grand Caribbean 05

9:45am EDT

Scale your manufacturing business to handle new sales tax requirements with ease anywhere you sell
This live session will include tax experts from Avalara on the new laws that are spreading throughout the U.S. for 2019, how to determine if you’re required to collect and remit sales tax in new states, the changes that are happening, and how you can streamline your finance operations and increase your productivity. Join us to learn more about what manufacturers need to know now in tax compliance.

Speakers
PB

Peterson, Brent

strategic alliance manager, Avalara
AN

Antonio Neyra

Partner Sales Manager, Avalara


Wednesday October 9, 2019 9:45am - 10:45am EDT
Grand Caribbean 09

11:00am EDT

Stop ERP Knowledge Erosion
REPEAT SESSION - Do you use spreadsheets or outside systems for business processes your ERP could/should provide? Many customers in the ERP industry report unhappiness, or frustration, with their ERP solution. Typically this is due to business changes, the loss of key personel, as well as several other reasons. this session offers guidance on how to overcome these issues and perceptions and receive great value from your ERP We will show examples of customers that have experienced similar issues and how they overcame it with process or existing/new VISUAL features. This course is for anyone that would like to get more out of VISUAL.

Speakers
avatar for Michael Canty

Michael Canty

Executive Vice President, Synergy Resources
avatar for Paul Tedford

Paul Tedford

CEO, Synergy Resources
Paul Tedford is the Executive Director of Sales & Marketing at Synergy Resources. He joined Synergy Resources LLC, in 2005 as a leading Presales Engineer in Business Development. With over 19 years of experience with VISUAL ERP, Paul has applied his extensive knowledge of VISUAL ERP... Read More →


Wednesday October 9, 2019 11:00am - 12:00pm EDT
Grand Caribbean 04

11:00am EDT

Top Features You Should Implement After Your VISUAL Upgrade
REPEAT SESSION - You decided to upgrade - Great! But which enhancements should you consider? This course will review many of the major enhancements from the last few releases. If it's been a while since your last upgrade, you may be missing out on some great improvements. We will look at some enhancements that help you navigate easier, perform analytics, proactively notify you or others, bring data together, enhance security, help you go mobile and more. This course is for new and experienced users that are considering an upgrade or recently upgraded. New Features from Version 9/10 will be covered!

Speakers
avatar for Paul Dubuque

Paul Dubuque

Director Sales Support, BizTech
I was part of the original Lilly Software Associates and have been working with VISUAL for almost 24 years. As Director of Sales Support for BizTech, I focus on helping our customers get the most out of their business systems. Always good to hear about and share new shortcuts and... Read More →


Wednesday October 9, 2019 11:00am - 12:00pm EDT
Grand Caribbean 11

11:00am EDT

How to Edit QRPs (VISUAL Standard Forms) - Basic
REPEAT SESSION - Are you being asked to modify VISUAL forms, but have no idea how? Report Builder allows you to make simple changes to your VISUAL forms. This course will give you very basic information to allow you to alter your VISUAL forms. This course if for anyone being asked to modify VISUAL forms that needs very basic and introductory information.

Speakers
avatar for Larry Tussing

Larry Tussing

ERP Consultant, BizTech
Larry is an ERP consultant with BizTech. With more than 30 years of experience supporting manufacturing facilities, Larry is responsible for providing manufacturers with solutions to their ERP-related needs.


Wednesday October 9, 2019 11:00am - 12:00pm EDT
Grand Caribbean 12

11:00am EDT

Introduction to Infor CloudSuite Industrial
Join this session to look at Infor’s Cloud ERP solution for manufacturing.  This will be a general overview of the features and functionality of this cloud-based application.

Speakers
avatar for Jason Snoeyink

Jason Snoeyink

Director - CSI/Syteline Business Unit, Synergy Resources
Jason Snoeyink is the Director of the CSI/Syteline Business Unit at Synergy Resources. He has worked in ERP implementations for over 20 years starting off as an Infor VISUAL customer and then moved into operations consulting roles in VISUAL and CSI/Syteline. The CSI/Syteline Business... Read More →
avatar for Tania St. George

Tania St. George

Financial Applications Specialist, Synergy Resources
NM

Nick Mendolia

VP Professional Services, Visual South
Nick is the VP of Professional Services at Visual South and has been in the Manufacturing industry for over 30 years. He has been involved in many ERP implementations as both a customer and as a consultant. Nick has been with Visual South since 2003.


Wednesday October 9, 2019 11:00am - 12:00pm EDT
Grand Caribbean 05

11:00am EDT

Configuration and Use of Outside Service Maintenance
Learn how to setup outside services. The session will cover adding outside services to work orders and then purchasing and receiving them to the work order.

Speakers
PB

Paul Blattner

Professional Services, Visual South


Wednesday October 9, 2019 11:00am - 12:00pm EDT
Grand Caribbean 08

11:00am EDT

Save Time Purchasing - Learn How the Purchase Management Window Makes Creating PO's Fast and Easy
What do I need to buy and how can I do it all in one screen? What have I bought in the past, what is my vendor's performance and how much have I used in order to make decisions. Visual's Purchase Management Window is user configurable, user defined. Works on the Workbench concept with one screen, multiple windows. Supports paperless functionality. Drag and drop capability. Supply chain, buyers, planners should plan to attend this session

Speakers
PC

Paulette Cecil

Operations Applications Specialist, Synergy Resources


Wednesday October 9, 2019 11:00am - 12:00pm EDT
Grand Caribbean 10

11:00am EDT

Understanding the Different Types of Return Material Authorizations
During this session, we will walk through the different types of Return Material Authorizations, and work through each different scenario.

Speakers
SC

Shawn Carter

Professional Services, Visual South


Wednesday October 9, 2019 11:00am - 12:00pm EDT
Grand Caribbean 03

11:00am EDT

Utilizing Data Analysis to Enhance & Drive Forward Business Value
In this session you’ll discover which strategies leading manufacturers are using to conduct business with customers online. Discover how other B2B organizations have found success by utilizing their data – in turn providing them with a clear path to improving their online operations. At the end of this session you’ll have gained key insights, allowing you to focus on new business and service your customers better.

Speakers
RS

Robert Sanders

Senior Enterprise Product Manager, Americaneagle.com


Wednesday October 9, 2019 11:00am - 12:00pm EDT
Grand Caribbean 09

1:15pm EDT

Financial Roundtable
Speakers
avatar for Patricia Bumbaca

Patricia Bumbaca

Financial Service Manager, Synergy Resources
Patricia is the Financial Service Manager for the Synergy Install Base. With more than 20 years of experience in Finance & Accounting, Pat is responsible for supporting customers in VISUAL Financials, Payroll/HR/VTA, Aerospace & Defense & general Costing/Accounting, and VISUAL CRM... Read More →
SC

Shawn Carter

Professional Services, Visual South
avatar for Jim Kistner

Jim Kistner

ERP Consultant, BizTech
Jim is an ERP Consultant at BizTech. He has over 30 years of experience in industrial accounting, IT and management. Jim has worked with VISUAL for 15 years with an emphasis on Financials, Inventory and database troubleshooting.


Wednesday October 9, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 12

1:15pm EDT

Manufacturing Roundtable
Speakers
avatar for Michael Canty

Michael Canty

Executive Vice President, Synergy Resources
avatar for Larry Tussing

Larry Tussing

ERP Consultant, BizTech
Larry is an ERP consultant with BizTech. With more than 30 years of experience supporting manufacturing facilities, Larry is responsible for providing manufacturers with solutions to their ERP-related needs.
AL

Allan Lee

Professional Services, Visual South


Wednesday October 9, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 11

1:15pm EDT

Quality Roundtable
Speakers
avatar for Katie Farrand

Katie Farrand

Manager of Operational Excellence, Synergy Resources
Katie Farrand is the Manager for Operational Excellence for Synergy Resources. With more than 20 years of experience in manufacturing in the areas of Quality, Continuous Improvement, and Product Management, Katie is responsible for working with customers to improve their business... Read More →
SS

Steve Smeiles

Visual South


Wednesday October 9, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 08

1:15pm EDT

Sales Roundtable
Speakers
avatar for Paul Dubuque

Paul Dubuque

Director Sales Support, BizTech
I was part of the original Lilly Software Associates and have been working with VISUAL for almost 24 years. As Director of Sales Support for BizTech, I focus on helping our customers get the most out of their business systems. Always good to hear about and share new shortcuts and... Read More →
PB

Paul Blattner

Professional Services, Visual South
avatar for Merri Hoffman

Merri Hoffman

Business Solution Consultant, Synergy Resources
As a Business Solutions Consultant with years of manufacturing experience, as well as years as an implementation consultant, Merri focuses on helping Synergy’s customers get the most out of our solutions. From strategic business planning to quick tips and tricks, Merri thinks it’s... Read More →


Wednesday October 9, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 09

1:15pm EDT

Technical Roundtable
Speakers
avatar for Darren Farmer

Darren Farmer

ERP Consultant, BizTech
Darren is an ERP Consultant for BizTech, based in the Seattle, WA area. With more than 25 years of experience in implementing, supporting and customizing VISUAL Manufacturing, Darren focuses on the technical aspects of supporting the system with experience in SQL Server, Oracle, Windows... Read More →
avatar for Jason Butler

Jason Butler

Professional Services Manager, Visual South
Jason Butler is a Sr. Project Manager for Visual South with more than 18 years of experience implementing, customizing, and supporting Visual Manufacturing and related products. Particular areas of expertise are manufacturing, accounting, information technology, database systems... Read More →
avatar for Michael Medved

Michael Medved

COO, Synergy Resources


Wednesday October 9, 2019 1:15pm - 2:15pm EDT
Grand Caribbean 10

2:30pm EDT

Infor Executive Town Hall
Wednesday October 9, 2019 2:30pm - 3:30pm EDT
Grand Caribbean 03
 
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