VISUAL Focus 2022

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VISUAL Focus 2022

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12:00pm CDT

Registration/Information Desk Level 2 - Tennessee Lobby AMichele Shannahan • Lorraine Shannon

1:00pm CDT

One-on-One Consulting Sessions Level 2 - Tennessee A

1:45pm CDT

Standard Financials Foundation Cheekwood FMatthew Morgan Introduction to & the Unique Functionality of Infor CloudSuite Industrial/Syteline - Part 1 Davidson AJason Snoeyink • Nick Mendolia VISUAL Extensions & Optional Modules Cheekwood CMichael Medved • Nick Antonelli • Lonnie Chavez Advanced VISUAL Macros Cheekwood APaul Kluepfel • Patrick Guss Kickstart Your Digital Transformation with VISUAL Cloud Hosting & An Upgrade to VISUAL 10 Cheekwood HGreg Broyer • Jason Whitman Purchasing Cycle Foundation Cheekwood GBill Seymour How Shop Floor Mobile Can Change Your World! Cheekwood BLorin Schrader

3:00pm CDT

Creating SQL Views for Reports & Extended Queries for QRPs Cheekwood FTim Leonard VISUAL Dashboards Foundation Cheekwood GMerri Hoffman Part Cost Standards Foundation Cheekwood HCathy Esqueda Introduction to & the Unique Functionality of Infor CloudSuite Industrial/Syteline - Part 2 Davidson AJason Snoeyink • Nick Mendolia Outside Services Foundation Cheekwood CPaul Blattner A Modern Cloud-Based CRM Fully Integrated to VISUAL - Zoho CRM Cheekwood AMichael Brown • Chris Garrido • Alex Campo Shop Floor Mobile Journey - Day in the Life - Material Cheekwood BGordon Marble

4:15pm CDT

Creating Custom Metrics for VISUAL 10 Dashboard Cheekwood HMerri Hoffman • Keith Forem Actual Costing Foundation Cheekwood FAndrew Diamond Document Lifecycle Foundation Cheekwood APaul Blattner The Manufacturing Window Foundation Cheekwood GTim Leonard Sales Cycle Foundation Cheekwood CAllan Lee Shop Floor Mobile Journey - Day in the Life - Labor & Scheduling Cheekwood BNick Mendolia

5:30pm CDT

Opening Session Level 2 - Tennessee C,D & E

6:30pm CDT

Welcome Reception Water's Edge at Delta Island

8:00am CDT

Vendor Solutions Center Level 2 - Tennessee B

8:30am CDT

Introduction to Synoptix Financial Reporting Cheekwood HGordon Marble Outsourced EDI for Infor VISUAL Davidson A Understanding the Power of Multi-site Financials Cheekwood AAngela Marchetta • Michael Marleau Interfacing Outside Applications with VISUAL - The Infor API Toolkit Cheekwood CJason Butler Physical Inventory and Cycle Counting - the Key to Accurate Inventory Cheekwood GBill Seymour VISUAL CRM Mobile & Cloud CRM Integrations Magnolia BMichael Brown New Features in Scheduling Cheekwood FJaime Bzdok Shop Floor Mobile Journey - Day in the Life - WIP & Material Handling Cheekwood BNick Mendolia

10:00am CDT

Deploying an Effective Supplier Performance Program Cheekwood BKatie Farrand How to Edit QRPs (VISUAL Standard Forms) - Basic Magnolia BKeith Forem Protected Flow Manufacturing - The Solution to Delivery Performance Issues Davidson AMark Lilly • Martina Torsella Using Costing Tools to Keep your Costing Information Accurate Cheekwood GChris Ricard Optimizing your VISUAL Finite Scheduling with Smartviews Cheekwood FDarryl Walker Automating Your Unique Requirements Using Macros Cheekwood HPaul Kluepfel • Jason Whitman Equipment Maintenance and Field Service in VISUAL Cheekwood A Lot & Serial Traceability - What it Does and How to Set It Up Cheekwood CScott Leighman

11:15am CDT

How to Maximize Your Team's Performance Cheekwood GMartina Torsella How to Edit QRPs (VISUAL Standard Forms) - Advanced Cheekwood FKeith Forem CADLink: Refocusing Your Engineering Time Davidson A Managing Cash in VISUAL Cheekwood HDoug Buerkle Troubleshooting Tools for Inventory Costing Cheekwood CChris Ricard Managing Electronic Documents Across Your Organization - VISUAL Features that Reduce Paper Usage Cheekwood BMichael Brown • Michael Medved Extending VISUAL's Capabilities with Custom Applications and Database Objects Magnolia BPaul Kluepfel • Patrick Guss Best Practices for Engineering in VISUAL Cheekwood ARuby Jacobson, P.Eng.

1:15pm CDT

VISUAL Reporting with Excel Cheekwood FAndrew Diamond Exhibitor - TBD Davidson A VISUAL Roadmap and What's New in Version 10 & 10.1 Cheekwood GRich Lagoy Managing Your SQL Server Environment (foundational) Cheekwood HByron Hernandez Implementing Engineering Change Notice Cheekwood APaul Blattner Increase Sales with the Sales Order Management Window Cheekwood CRuby Jacobson, P.Eng. Finite Scheduling Part I: Defining Proper Expectations Cheekwood BJack Shannon

2:30pm CDT

Top Features You Should Implement After Your VISUAL Upgrade Cheekwood FDan Telep Increasing Speed to Decision Making with Ease using Smartviews Cheekwood HLorin Schrader Kebrite Mobile Workforce Management to Accelerate your ROI Cheekwood C Quality In the Hands Of Many Davidson A Electronic Payment Options for Vendors and Customers Cheekwood GDoug Buerkle • Dawn Fludder Introductions to WIP Inventory Magnolia BGordon Marble Using A Single Database to Control Multi-site Manufacturing Cheekwood APaulette Cecil Inside the Advanced Material Planning Window: Using Master Scheduling and Forecasting Cheekwood BAllan Lee

4:00pm CDT

The Key to Right Sizing Inventory Magnolia BKatie Farrand VISUAL Dashboards Foundation Cheekwood GMerri Hoffman Exhibitor - UniLink Davidson A What Do You Need to Get the Most of Your Data? Cheekwood C How VISUAL Workflow Can Be Used to Control Your Financials Cheekwood HJason Butler How to Finite Schedule Complex Multi-Level Products with VISUAL & SmartViews Cheekwood BDarryl Walker Options for Labor and Material Data Collection Cheekwood AMichael Marleau Integrating the Two Sides of Manufacturing - Material Planning and Scheduling (Part I) Cheekwood FJacques Pelletier

8:30am CDT

Best Practices to Prepare for Your Next VISUAL Upgrade Cheekwood GByron Hernandez Stop ERP Knowledge Erosion Cheekwood BMatthew Morgan • Lorin Schrader Automate the Delivery of Your Reports Cheekwood CPatrick Guss Mission Possible: A VISUAL user’s journey into Inventory Management Cheekwood A Using LLumin CMMS+ to optimize maintenance and management of manufacturing, construction, and fleet assets. Davidson A Managing Project Operations & Production with VISUAL Project and A&D Cheekwood FPaulette Cecil • Scott Leighman Manufacturing Roundtable Magnolia BJason Snoeyink • Jaime Bzdok • Allan Lee Physical Inventory and Cycle Counting - the Key to Accurate Inventory Cheekwood HBill Seymour

10:00am CDT

How VISUAL Customers are Leveraging Lean & the Dynamic Production System to Achieve Higher Performance Cheekwood HMichael Canty • Martina Torsella In-House vs Outsourced EDI: Factors to Determine Your Best Fit Cheekwood A PO Collaboration + AP Automation Extending the Value of VISUAL Davidson A Billing and Invoicing Options to Fit Your Diverse Needs Cheekwood CJason Butler Advanced SQL Server Administration and Tuning Magnolia BByron Hernandez Integrating the Two Sides of Manufacturing - Material Planning and Scheduling (Part 2) Cheekwood GJacques Pelletier Finite Scheduling Part II: How To Make It Happen Cheekwood FJack Shannon Installing and Configuring Shop Floor Mobile Cheekwood BRuby Jacobson, P.Eng.

11:15am CDT

Infor Town Hall Level 2 - Tennessee C,D & E

1:15pm CDT

Gain Efficiences with VISUAL Workflows Cheekwood HJaime Bzdok Advanced Budgeting and Planning Cheekwood C Exhibitor - SimpleSoft Davidson A VISUAL Roadmap and What's New in Version 10 & 10.1 Cheekwood GRich Lagoy Technical Roundtable Magnolia BByron Hernandez • Jason Butler • Michael Medved • Paul Kluepfel The Manufacturing Window Foundation Cheekwood FTim Leonard Getting the Most out of Your VISUAL Finite Scheduler Cheekwood BDarryl Walker Labeling with VISUAL and Shop Floor Mobile Cheekwood AAllan Lee

2:30pm CDT

Benchmark & Improve your Business Process Leadtime with VISUAL Leadtime Lifecycle Tracking Cheekwood GRuby Jacobson, P.Eng. Exhibitor - Avalara Cheekwood A Sell like a BOSS – Why every manufacturer needs a configurator Davidson A Financial Roundtable Magnolia BDoug Buerkle • Angela Marchetta • Chris Ricard VISUAL Navigation and User Interface - What you need to know - Part 1 Cheekwood FPaul Tedford Managing VISUAL Security Cheekwood HJason Butler Managing Work Orders - from Creation to Closing Cheekwood CJack Shannon Integrating the Two Sides of Manufacturing - Material Planning and Scheduling (Part I) Cheekwood BJacques Pelletier

4:00pm CDT

Managing Financials in VISUAL Project and A&D Cheekwood GScott Leighman Exhibitor - TBD Cheekwood A Exhibitor - TBD Davidson A Activities and Alerts - Configure VISUAL to Monitor Critical Events Cheekwood CAndrew Diamond Managing Electronic Documents Across Your Organization - VISUAL Features that Reduce Paper Usage Cheekwood BMichael Brown • Michael Medved Understanding How the Preference Maintenance Settings Impact Your Users and Your VISUAL System Cheekwood FTim Leonard Defining and Managing Estimated Costs to Support Quoting Magnolia BDoug Buerkle Sales Tips & Tricks That Can Save You Time Cheekwood HMatthew Morgan • Alex Campo

6:30pm CDT

Customer Appreciation Event Wildhorse Saloon - Downtown Nashville

8:30am CDT

Gain Efficiences with VISUAL Document Management Cheekwood FScott Leighman Introduction to Digital Lean in a VISUAL environment Davidson AMichael Canty • Martina Torsella Transform Your QMS (Quality Management System) from an Expense into an Asset Cheekwood HPaulette Cecil Using Proven Techniques to Calculate Burden Rates Cheekwood AAngela Marchetta Reconciling Your AR, AP and Bank Subledgers Magnolia BAndrew Diamond Using the Query Tool as a Report Writer Cheekwood GJason Whitman • Keith Forem Managing Work Orders - from Creation to Closing Cheekwood BJack Shannon Easy Lean Scheduling Concepts Cheekwood CJaime Bzdok

10:00am CDT

Do You Need to Create Change But Don't Know Where to Start? Cheekwood GKatie Farrand • Michael Canty Top Features You Should Implement After Your VISUAL Upgrade Davidson ADan Telep Streamline Your Month-End Closing Process Magnolia BMichael Marleau VISUAL Navigation and User Interface - What You Need to Know - Part 2 Cheekwood BPaul Tedford The Lone Administrator - Administering VISUAL Cheekwood CByron Hernandez Tips & Tricks to Procure Your Material Faster Cheekwood FMerri Hoffman Understanding the Different Types of Return Material Authorizations Cheekwood HCathy Esqueda

11:15am CDT

Optimizing VISUAL Performance Through Managing Data Integrity Cheekwood ADoug Buerkle Streamline Your Budgeting For All Size Companies Cheekwood CGordon Marble • Angela Marchetta VISUAL Navigation and User Interface - What you need to know - Part 3 (Advanced Topics) Cheekwood FPaul Tedford • Dan Telep VISUAL Time & Attendance Magnolia BCathy Esqueda Integrating the Two Sides of Manufacturing - Material Planning and Scheduling (Part 2) Cheekwood GJacques Pelletier A Modern Cloud-Based CRM Fully Integrated to VISUAL - Zoho CRM Davidson AMichael Brown • Chris Garrido • Alex Campo Using the Data From the Throughput Window To Improve On Time Delivery Cheekwood HDarryl Walker New Features in Shop Floor Mobile Cheekwood BRich Lagoy