November 12-15, 2018 ARIA Resort Las Vegas, NV Training Topics. Working Draft - Subject to Change

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1 2018 Training Topics

2 NEW Training Topics V16 Accounting Certification* This new IQMS certification session will take a thorough focus on key concepts and advanced features within V16 Accounting. Upon completion of this certification session, you will gain the tools and abilities to act as an IQMS expert in V16 Accounting. Managing Financial Compliance Navigating the waters of financial compliance need not be a challenge for your organization. Join us as we discuss the tools IQMS provides that helps make this ongoing necessity run as smoothly as possible. ISO Standards Reporting & Compliance The Quality Management System (QMS) within IQMS supplies the tools and capabilities necessary to ensure customer satisfaction and compliance with the most stringent quality standards, including automotive (TS), medical (FDA, 21 CFR Part 11) and ISO standards. Learn how you can reduce the cost of quality within your organization, ensure timely responses via automated workflows, improve audit and racing capabilities, and provide real-time access to critical data. GDPR & Data Security Learn how to work within the guidelines of the new General Data Protection Regulation (GDPR) to safely market to customers in the 28 member states of the European Union. Track & Trace The ability to track and trace parts, materials and data through the supply chain is often as important as the products themselves, especially when it comes to the compliance-heavy medical and automotive industries. Learn the ways in which you can completely eliminate time-consuming paperbased tracking systems and streamline your product traceability. ISO 9000 Certification Your customers demand the ISO 9000 quality standard when it comes to utilizing your organization as their supplier. Use this course to stay up to date on this certification and ensure your compliance within the strict requirements of this standard. Report Writing & BI Certification* Learn to leverage the power of system reports to gain the most actionable insights from your organization s manufacturing data. This course will teach you techniques for writing custom reports to best suit your specific manufacturing needs. Production Planning Building Powerful BOMs Have you built a foundation that you can rely on? BOM accuracy is critical as they are the driving factor in the success of MRP calculations and job costing. Let us walk through proper BOM setup and maintenance which can improve everything from customer service to costing analysis (multiple MFG Types will be covered). Tackling Work Order Challenges I This session focuses on the different types of demand in the system and how they can be best leveraged to drive production. We ll take a look at how the system can be configured to build to customer PO, forecast, inventory levels (Auto MRP), and Kanban cards. Tackling Work Order Challenges II Building upon the foundation laid out in the first work orders session, we ll continue to look at the different parameters in the system that impact work order generation. These tools can be leveraged to ensure that work order quantities and/or must start dates are generating accurately. EDI & Supply Chain Integration If you have customers or vendors asking you to do EDI, this session will provide you with what you need to make this happen. Not only will EDI save you time but it will also make you as a company more efficient by eliminating manual data entry. Check out what if offered in the forms of traditional and non-traditional EDI. Safeguard Assets with MRO IQMS Maintenance, Repair, and Overhaul system provides the tools necessary to plan, schedule, and track a complete maintenance program. From increased cost visibility to improved equipment reliability, IQMS MRO suite is a perfect solution to take your maintenance department to the next level. Inventory Best Practices Did you know that every time you touch your inventory, it costs $$? Increased handling results in increased mistakes which costs money. Join us as we explore how to decrease costs and increase inventory control. Sales Forecasting Learn how to use valuable sales history data to generate a forecast. This session will cover the basics of the Forecasting module, including manual entry and system calculated. Module Data Flow The power of a single source ERP system is the ability to communicate information cohesively through all areas of an organization. Sometimes solving a problem is as simple as knowing where to look. Join us for a high level overview of how information travels through EnterpriseIQ to make sure the right information gets to the right people at the right time.

3 Production Planning cont d. Scheduling Tips and Tricks Setups and tear downs got you behind? How about the endless sampling? Let s dig into some tools that can help to optimize your scheduling process, and provide better visibility allowing you to be proactive rather than reactive. Material Exceptions Procurement Are you making use of the Material Exception List? If the Material s Exception module is not being used to order your production materials then you are spending your precious time using archaic buying procedures. Let s work together to get you back on track and show you the clear picture the exceptions module provides. Online WebIQ Have you been eagerly waiting for the release of WebIQ from IQMS? This session will allow you to learn all about the new browser-based system that truly allows access from anywhere you have an Internet browser, all without having to relearn any navigation or keystrokes. Be sure to get here early; this session is bound to fill up fast. Cloud & Hosting Choice really is the new cloud. IQMS has developed multiple deployment options for its award-winning ERP and MES system. This session will explore those options and help you decide if it makes sense to make the switch to a different model. Production Execution Production Reporting by Shift Do you have enough checks and balances in place? Production Reporting by Shift is the perfect manufacturing control when using RealTime TM production monitoring. Make sure downtime details, material substitutions, scrap and labor are correctly captured prior to posting actual usage and costs. Join us as we explore how PRS feeds inventory accuracy, machine utilization, overall efficiency analysis and actual manufacturing costs. Production Execution cont d. ASSY1 Production Reporting Join us as we take a look at how to best handle production reporting for the individual processes and then for the final assembly. We ll cover both data entry directly into Assembly Track as well as leveraging Assembly Data combined with Time & Attendance Task Clock. Production Floor Inventory Management Experiencing issues with inaccurate on hand inventory levels? There s a lot going on out on the production floor so let s take a look at some of the situations that can cause inventory issues such as material staging, rejects, and material consumption. Shop Floor Automation with RealTime TM Accurate, real-time visibility into your production and factory floor is a critical component of the modern manufacturing environment. This session will explore IQMS standalone Manufacturing Execution System (MES) solution, and show you how you can increase real-time visibility and transparency in every aspect of your manufacturing operation. Leverage Your PLCs with RealTime TM Process Monitoring In this session you will see how IQMS RealTime Manufacturing Process Monitoring software gathers machine performance and process data at the PLC level in true real time with no batch interfaces. No costly and cumbersome third-party, SCADA or other batch software integration. Top 10 Manufacturing Tips & Tricks We have pulled together timeless and new features to make sure you stay current on the EnterpriseIQ functions that will have the most powerful impact on your manufacturing environment. Manufacturing Metrics that Matter Drowning in data? Too much to analyze? Let s move beyond the data capture and discuss key indicators that really matter. Join us as we dig into metrics that matter most to successful manufacturing businesses and the tools available in EnterpriseIQ to help measure and analyze them. Quality Quality Inspections/SPC Statistical Process control is a powerful tool to keep an eye on production trends, assure manufacturing processes are in control and identify quality issues. Join us as we explore the many methods of data collection and how to analyze this data. Non-Conformance How well are you managing the process for handling non-conformance parts? In this session will discuss the tools available and some best practice process flows for handling parts during receiving, in-process inspections, and customer returns.

4 Quality cont d. New Product Introduction There s a lot that goes into developing a new product and preparing it for production. Starting with creating a new Product Lifecycle Management record, we ll take a look at the integration of different quality modules available to help manage this often complex process. Quality Document Control In an ever-changing world of constant improvements and changing standards, accurate tracking and control of documentation contents and revisions is vital. Join us as we explore how the Document Control module can be utilized to manage your documentation, maintain full history, and keep all pertinent parties informed. Quality Audits Whether it s an internal or external audit, how well are you tracking that an audit was performed, what the results were, and how to manage any follow up action items? Join us to take a look at this powerful tool for planning and tracking quality audit results. ISO Standards Reporting & Compliance The Quality Management System (QMS) within IQMS supplies the tools and capabilities necessary to ensure customer satisfaction and compliance with the most stringent quality standards, including automotive (TS), medical (FDA, 21 CFR Part 11) and ISO standards. Learn how you can reduce the cost of quality within your organization, ensure timely responses via automated workflows, improve audit and racing capabilities, and provide real-time access to critical data. Track & Trace The ability to track and trace parts, materials and data through the supply chain is often as important as the products themselves, especially when it comes to the compliance-heavy medical and automotive industries. Learn the ways in which you can completely eliminate time-consuming paperbased tracking systems and streamline your product traceability. Business Intelligence Basic Crystal Reports and how they want it displayed for fastest interpretation. This introductory session will cover the basic tools in Crystal Reports and how to use them with the EnterpriseIQ Database. Advanced Crystal Reports and how they want it displayed for fastest interpretation. This session will further help you find the information you re looking for and produce the finished product that you need. Crystal Reports Tips & Tricks and how they want it displayed for fastest interpretation. This session will focus on various different tips and tricks that can be utilized when creating and modifying reports. WebBI Business Intelligence prescriptive and predictive analytics are redefining manufacturing today by providing insights, intelligence, and knowledge not available before. Learn the ways in which WebBI can keep you mobile while still providing this invaluable information, allowing you to take actionable steps towards perfecting your manufacturing operations. Report Writing & BI Certification* Learn to leverage the power of system reports to gain the most actionable insights from your organization s manufacturing data. This course will teach you techniques for writing custom reports to best suit your specific manufacturing needs. ISO 9000 Certification Your customers demand the ISO 9000 quality standard when it comes to utilizing your organization as their supplier. Use this course to stay up to date on this certification and ensure your compliance within the strict requirements of this standard. Leveraging Lot Control From tracking lot numbers on purchased materials to manufactured items, learn how this additional level of visibility can help with everything from managing inventory aging to non-conformance to generation of a Certificate of Conformance at time of shipping.

5 Accounting Addressing Invoicing Challenges Struggling to balance aging information at month end? Spending too much time finding work arounds to fix invoicing issues? Join us as we take a look at common issues during invoicing and best practices for addressing them. We ll be taking a look at both Accounts Payable and Accounts Receivable invoices. Process Costing Struggling to determine how much the cost of production truly is? Join us as we look at how to interpret the Process Costing tool in EnterpriseIQ and learn to understand what drives the Actual Cost calculations that it uses for determining profitability. Managing Financial Compliance Navigating the waters of financial compliance need not be a challenge for your organization. Join us as we discuss the tools IQMS provides that helps make this ongoing necessity run as smoothly as possible. Avalara Tax Service The risk is too high in this competitive landscape to provide a poor customer experience because you charged your customer the wrong tax. If you overcharge tax you can upset or lose your customer, but if you undercharge you are putting your business at risk. Join us to explore the tools available to make this a seamless business process for you and your customer. Month End Reconciliation Minimize the stress of the month end closing process each period. Let us help make it easier by learning the proper procedures and best practice recommendations. V16 Accounting Certification* This new IQMS certification session will take a thorough focus on key concepts and advanced features within V16 Accounting. Upon completion of this certification session, you will gain the tools and abilities to act as an IQMS expert in V16 Accounting. Spreadsheet Server (Financials) Accuracy is key when it comes to financial data. This session will show you all the easy-to-use tools necessary for custom financial reporting, while eliminating the risk of common data entry error. Business Operations SQL/IQAlert IQAlert provides powerful system driven automation tools to collect, evaluate and disseminate information across the organization in addition to triggering backups and update schedule. Simple SQL statements open up the possibilities limited only by your imagination. Learn how to harness the power of these actions and let the system work for you. User Administration Before anyone can even log into EnterpriseIQ, their user account must be configured and security profiles assigned. Join us to discuss managing user profiles from creating accounts, configuring password profiles, assigning roles, and eventual deactivation. Spreadsheet Server Query Designer With the introduction of the Query Designer tool in Spreadsheet Server, learn how you can custom configure SQL queries to pull any data in EnterpriseIQ out into Excel. Going beyond just financial data, this tool allows you to pull out quality, production, sales, and any other information you can think of in a format much more user friendly for data manipulation than offered by Crystal Reports. CRM for Customer Service Struggling to track customer communications? How about managing complaints and returns? Join us as we look at the tools available in the Customer Relationship Management module for helping Customer Service personnel as the front-line communication with customers. GDPR & Data Security Learn how to work within the guidelines of the new General Data Protection Regulation (GDPR) to safely market to customers in the 28 member states of the European Union. Module Data Flow The power of a single source ERP system is the ability to communicate information cohesively through all areas of an organization. Sometimes solving a problem is as simple as knowing where to look. Join us for a high level overview of how information travels through EnterpriseIQ to make sure the right information gets to the right people at the right time. Workflow Functionality & Applications Learn how to improve communication across your organization and supply chain with the right tools from IQMS. The Workflow modules help to expedite approval processes both inside and out, also allowing for audit trails and easy approvals.

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