Connect 2018 Breakout Descriptions

Transcription

1 TRAVERSE TRAVERSE Service Director Application See what s new in the world of TRAVERSE Service Director. This class will familiarize you with the use of service director work orders, service orders, transactions, and equipment functions. TRAVERSE Payroll Welcome to TRAVERSE Payroll 101, where you can take a look at the TRAVERSE Payroll application. Explore set-up and maintenance, daily work tasks, and payroll tasks. Introduction to TRAVERSE Design Studio Do you wish you could change or add a field in TRAVERSE? Now you can with this introductory session to create or modify fields using TRAVERSE Design Studio. Maximize your experience by following along on your own system. TRAVERSE Project Costing Take a first look at Project Costing. Get familiar with Project Costing by setting up projects, phases, tasks, and create billing. You ll also gain knowledge of billing time and material. TRAVERSE Interactive Views Data with a view! Learn how to configure data using filters, grouping, and sorting to create reports or print duplicates with ease. Also learn how to arrange data to create beneficial personal reports. Info-Alert Scheduling and Planning In need of a personal assistant? Learn Info-Alerts to configure and send alerts, schedule events, and perform other automated actions. There are over 40 standard alerts you can use to help stay current and updated. Using the Info-Alert Tool Kit to Create Your Own Alerts Come see Info-Alerts and its advanced component called Tool Kit. Learn to use the Tool Kit and how it works in conjunction with SQL to add fields, add new tables, modify existing alerts, and create your own custom alerts. TRAVERSE Financial Reporting / BizNet Class is in session for new and existing users. Join us to learn new ways to achieve desired reports. Understand how to use layouts and content to build financial statements. Need more? We ll also be taking a look at BizNet. TRAVERSE Accounts Payable Start your education in TRAVERSE Accounts Payable here. Learn the basic approach to Accounts Payable by becoming familiar with frequent functions of the transaction cycle. We ll also include steps through invoicing. Advanced TRAVERSE Design Studio - Scripting Let s take Design Studio a step further. Bring your SQL and technical ability to class, and apply it to your understanding of how to modify fields, system data, and scripting. TRAVERSE Purchase Order Discover a basic approach to Purchasing. This session is ideal for new users to become familiar with generating purchase orders, recurring entries, receipts, and invoices. We will also take a glance at meaningful reports. TRAVERSE Service Director Application See what s new in the world of Service Director. This class will show you the basic use of Service Director Work Orders, Service Orders, Transactions, and Equipment. TRAVERSE Customer Portal Excite your customers with the new 2.4 version of the Customer Portal. Walk through customer benefits of using new features special to the customer experience such as orders and payments. TRAVERSE Sales Order: Update Pricing Quickly and Easily Does your vendor supply you with pricing? See what s new in the Sales Order application that can help automate updating Sales Order prices. Build your knowledge in customer and promotional pricing.

2 TRAVERSE CONTINUED Power your Purchasing with a Deep Dive in TRAVERSE Purchase Order Take TRAVERSE Purchase Orders to the next Level using Purchase Order Linking. In this advanced class, we will walk through generating purchase orders, drop ship processes, and purchase order deposits or prepayments. Did You Know? TRAVERSE System Manager Edition Learn helpful hints and shortcuts to maximize and better understand the use of TRAVERSE System Manager. TRAVESE APIs: What s Next? How will TRAVERSE APIs benefit you and your organization? This session will answer this question and others by highlighting the features of TRAVERSE APIs. You ll also view a short demo. Get Closer to the Paperless Office See how incorporating Document Delivery ing, archiving features, and DocUnity can work together to sustain the environment while meeting daily needs of the company and clients using less paper. Would it Help Me to Understand SQL? An Introduction Calling all techs! Build a brain using SQL! Here you will learn about databases, understanding tables and rows, as well as value functions. Did You Know? TRAVERSE Specialty Solutions Edition Learn helpful hints and shortcuts in the Shipping Integration solution, Credit Card interface, and Avalara tax functionality! TRAVERSE Connections Wondering if TRAVERSE can do even more? Come dig deeper into additional functionality of credit card processing, shipping integrations, and big commerce. Taking a Deeper Step into SQL (Advanced) This class is next level SQL Server. In this session, you will build technical skills to understand databases, commands, and basic SQL language. Did You Know? Attachments Edition Learn helpful hints and shortcuts in quotes, task panes, attachments, and DocUnity! (Is this a DocUnity class, or just concerned with how to send attachments) TRAVERSE System Manager Imports: Let s Talk Mapping Let s take a deep dive into setting up effective imports to automate processes and save time. Find value in automating transactions, physical counts, contacts, and many other tasks in TRAVERSE. This session requires some technical ability. TRAVERSE Configurator: Automate your Sales Orders and Production Orders Simplify data setup using the Configurator. You ll learn how to set up configurator, steps to configuring sales orders and production orders, as well as other functionality. Oh! No! Accounts Payable and Purchase Order Sharpen your researching issues skills. Attend this hands-on session using real-world scenarios. Join the discussion on processes and methods you can use. Oh! No! Accounts Receivable and Sales Order Discuss accounting situations with seasoned veterans to guide you. Address real-time issues with some emphasis on reporting. Oh! No! Payroll Take a look at payroll methods while using common concerns and issues faced each day. This will be hands-on, using tools such as interactive views and general reports. Oh! No! Inventory Inventory is a moving target. Let s discuss best practices and tools to help validate inventory such as reports. Further the inventory discussion with experienced vets! Oh! No! Open Forum Here you will find an interactive one-hour session. Bring your operation questions from any of the Oh! No! Sessions you attended to talk through in the forum.

3 TRAVERSE CONTINUED TRAVERSE Landed Cost by Container Explore the relationship between inventory and shipping internationally. Learn Landed Cost and how to enter taxes, duties, shipping cost, as well as how to distribute indirect costs. Sales on the Go with the TRAVERSE Sale Rep Portal Empower your sales reps with the new 2.4 version of the Sales Rep portal. This session will deliver tools to review customer orders, invoices, and tracking their information. TRAVERSE Warehouse Management Mobile Do you need a point of transaction solution? Attend this class to learn how to capture data using handheld devices through the warehouse from dock to dock on a tablet, phone, or scanner! TRAVERSE Human Resources: Managing Your Most Important Resource Replace your file cabinet with the Human Resources application. See how to manage employee information, health insurance, retirement, certifications, and much more! What is New in TRAVERSE Manufacturing? In this hour, we ll tell you what we ve added to the MFG suite, and have a roundtable conversation on questions and issues that you have. Let s network! Something New: Advanced Analytics! (Halo) Experience powerful reporting! Learn what Advanced Analytics (Halo) offers in the standard package. We ll also demonstrate some examples. Creating Your Own Advanced Analytics (Halo) Use the powerful report tool, Halo, to create what you need. With some technical ability, we can show you how to build your own report. Managing Global Currencies in TRAVERSE Are you using more than one currency? Sit in on this class to learn how to track currencies, address fluctuating exchange rates, and review gains-and-loss reports. General Ledger vs Subsidiary: Are You Winning the Battle? Refresh and revisit TRAVERSE General Ledger. There is always something new to learn, and we ll cover some techniques to understanding and balancing subsidiary ledgers to the general ledger. Get Control of the Spending with the TRAVERSE PO Approval Portal New Purchase Order Approvals in version 2.4 adds a new way to address orders. The goals of this class are to view the cycle of the approval route, how to request orders, when orders become live, and how orders are displayed. Did You Know? Capabilities Edition Learn helpful hints and shortcuts to drill down on quantities, SO price break, copy from history, linking purchase orders! Replenishment Planning for Distributors This class will focus on efficient requirements processing and how to process replenishment using key inventory indicators and sources of demand. You ll also learn how to avoid garbage in, garbage out pitfalls. TRAVERSE Global Warehouse Management: Directing the Work Maximize your warehouse! We have added functionality to address a growing selection, increasing quality. Learn how you can streamline the process with less paper and work assignments. TRAVERSE Project Costing: a Bit Outside the Norm Take a look at Project Costing from the perspective of fixed fee, billable, and other project types. Learn the best practices for each individual project type in a roundtable session. Bring your questions! Codes! What Should You Know About Them? This session will take a closer look into Account codes and Distribution codes. At the end of this session you will better understand the part accounts play in transactions and it may impact the general ledger. TRAVERSE Contact Relationship Management - CRM Find a better way to manage your many contacts with the new features added to our CRM. See how TRVAERSE CRM can help manage contacts, campaigns, tradeshows, and mass mailings.

4 OSAS A Tour of OSAS Enhancements One of the great benefits of OSAS version 8 is the continuous flow of OSAS enhancements available when you stay current on your Software Maintenance subscription. With so many new enhancements, however, it can be easy to miss some along the way. In this breakout, we ll take a tour of some of the best of the enhancements we ve added to OSAS version 8 so far! BASIS User Presentation Description available soon. Getting the Most from OSAS Contractors Job Cost This session will cover billing, work-in-process methods, retainage, and Payroll setup. Come learn how to get the most from your CJC application in your business. OSAS Dashboard Setup and Usage Regardless of the business type, the new OSAS Dashboard functionality can be an important part of staying informed about how your company is performing. This session will discuss how to best configure and use this capability as an effective, useful business analysis tool. We will also show several examples of how to confirm data accuracy and sources. OSAS Payroll and Enhanced Payroll Tax Reporting OSAS Enhanced Payroll Tax Reporting offers you many ways to make your payroll reporting more efficient. Learn more about how EPTR works and how to make the most of it in this breakout session. We ll show you what OSAS Payroll data is used in EPTR, how to populate the forms in EPTR, what to do if you need to correct the data on the forms, and some tips, tricks, and answers to common questions. Using OSAS Expense Reporting Open Systems recently added an Expense Reporting system to the Accounts Payable and Purchase Order applications in OSAS version 8. From entering expenses and receipts to compiling expense reports and routing them through the approval process, this new feature provides a robust expense tracking system. Learn how to put this powerful new feature to best use in your organization. OSAS Mobile App Setup and Usage This breakout will cover how to install, configure, and use the OSAS Mobile Applications, which give you access to OSAS functionality from both browsers and mobile devices. OSAS Inventory Deep Dive - Pricing For most businesses, balancing profits and competitiveness in pricing is critical to their success. OSAS provides a multi-layer pricing structure that provides you with many options for pricing products for your customers. This breakout will discuss approaches to make the most of these capabilities. Reconciling Your Books Using OSAS Capabilities No one appreciates surprises when reconciling at period end. This breakout will show you ways to make your reconciliation efforts easier when auditing or reviewing your financial results. Topics include basic ways to keep subsidiary systems (A/R, A/P, IN, BR) in sync with OSAS General Ledger, tips on keeping external checks and daily balance logs for catching out of balance conditions in a timely manner, and using General Ledger posting codes. OSAS Purchase Order/Landed Cost Deep Dive OSAS Purchase Order is one of the deepest, most feature-rich applications in the OSAS product suite. Are you making the most of this functionality? This session will highlight several features you may not be taking advantage of, such as Landed Cost and order processing. Handling Year-End Issues in OSAS This breakout will provide you with an understanding of the proper procedures and best practices for yearend processing across multiple applications. Topics will include year-end checklists for OSAS v8.0, use of GL period locking, and the suggested order of processing.

5 OSAS CONTINUED GENERAL Report Writer OSAS offers many ways to extract information from your operational data, but GENERAL Report Writer remains one of the simplest ones to use for both novices and experts. We will demonstrate the uses for the OSAS GENERAL Report Writer, specifically designing custom text reports with the graphical design tool. We will also cover simple data security, text mode differences for legacy users, and adding reports to your OSAS menu. Creating Reports with ODBC This breakout will cover the basic setup and creation of data sources for use with the ODBC drivers in OSAS versions 7.6 and 8.0. It will also discuss using these data sources to create reports using the Microsoft Excel, Query and Access tools you use every day. We ll also discuss using the Enterprise Manager to limit users from sensitive data through object security. Going Paperless with OSAS 8 Are your file cabinets at capacity? Are you tired of binders full of printed reports that are seldom used? Let us show you how to change your work habits and let OSAS keep electronic copies of your reports and forms. We will discuss the Jasper report viewer, increased use of inquiries and drill downs, and management of the report archiving features in OSAS. In addition, we will show you ways to help you transition to electronic delivery of your financial documents. Disaster Planning and Data Protection Computers keep getting faster, smaller, and less expensive, and we become ever more dependent on them. They are still prone to failure, however, and failures are a matter of when, not if. The proper backups and redundancy plans can help to avoid problems. Amazingly, too many businesses lack a solid plan to deal with common or worst-case scenarios to keep their operations functioning. Do you know what it will take to keep your OSAS system running when various disasters arise? We will discuss the risks and options, including internal and external backups, hot spares, cloud systems, and ways to recover when bad things happen. Staying on Top of Your Business with OSAS Info-Alerts Learn how to take advantage of the powerful alerting capabilities of Info-Alert when paired with your OSAS system. Learn how to connect to the many alerts that come preconfigured for OSAS, as well as how to use the scheduling and alert option features of Info-Alert.

6 TRAVERSE MASTER TRAVERSE MASTER Management Job Monitoring Learn how to manage and analyze your shop utilizing dashboards, management reports, and interactive views. This class is intended for management-level job monitoring with a focus on using the software to pinpoint opportunities for increased efficiency and productivity. TRAVERSE MASTER: Going Paperless This session will present strategies for removing unnecessary printing in your workflow. We will focus on correctly using and personalizing Job Cards, Interactive Views, Document Delivery, Document Archiving, and more. TRAVERSE MASTER Dynamic Job Scheduling 1 This session will cover the set-up and configuration of Job Scheduling. Learn how the correct setup will allow you to get accurate information delivered, helping you to make critical decisions quickly. TRAVERSE MASTER Dynamic Job Scheduling 2 Job Scheduling 2 is a continuation of Job Scheduling 1. This session will cover managing your schedule after the estimate phase. We will also dive into advanced tools such as tying POs to work centers and what if scenario planning. TRAVERSE MASTER: Tracking Jobs through Financials Learn new ways to set up Distribution Codes using the correct GL accounts, and learn how to set up custom financial statements. This class will focus on the best ways to configure your system in order to get a better view of your company financials. TRAVERSE MASTER: What s New This session will focus on the new features added to TRAVERSE MASTER since the 2017 Connect Conference. Learn how to use new features to improve efficiencies from the front office to the shop floor. TRAVERSE MASTER: Oh Snap! How do I fix it? This session will focus on simple solutions to common problems such as posting time to the wrong employee, linking material to the wrong PO, invoicing the wrong job, and more. Learn how to quickly resolve common mistakes without support assistance. TRAVERSE MASTER: Accurate Job Processing Learn how to better utilize TRAVERSE MASTER Service Repair. From estimating to reporting and presentation of information, this class will help you become a more productive and efficient user of the system. TRAVERSE MASTER: Mobile Shop Floor Dramatically reduce duplicate work by capturing data directly on the shop floor or in the field. Receive jobs, complete inspection reports, take pictures, consume materials, track time and more, all on convenient and easy-to-use tablets. TRAVERSE MASTER: General Tips and Tricks This session will focus on general TRAVERSE and Service Repair shortcuts to everyday processing.

7 ACS MASTER ACS MASTER: Efficiencies in ACS MASTER Job Processing Whether you just started using the Quoting and Estimating tools or you have been using them for years, attend this session to learn efficient ways to use the new tools available, as well as unique ways to present information to your customers. ACS MASTER Speed Search This session will focus on one of the most powerful tools in ACS MASTER. Learn how to quickly find summary and detail information allowing you to make critical decisions quickly. ACS MASTER Round Table This session will focus on a variety of topics geared toward helping companies improve productivity and efficiencies in their operations. Attend this session to learn from the OSI staff as well as other owners, managers, and users in your industry. ACS MASTER Advanced Reporting Learn how the new Advanced Reporting tool will allow you to create your own reports with just a few clicks. Quickly and easily drag, drop, filter, and search for the information that drives your business. ACS MASTER: Data Analysis and Management Reporting This session will focus on obtaining the information important to management. From standard reporting to data analysis, learn how to obtain the key information critical to making informative decisions. ACS MASTER Tips and Tricks Are you recognizing the true potential of your software? Learn new ways to utilize your software on a daily basis to drive efficiency and profitability. Also, learn efficient ways to find important data quickly.

8 SOUTHWARE SouthWare Recent New Features Discover new benefits available to you in your SouthWare system. In this presentation, we ll take a look at highlights of features released in the last several months. Overview of SouthWare Portals Here we ll demonstrate and explain several of the key web page portals available in SouthWare. We ll also show you how to utilize the QuickScreens menu system including favorites, searches, filters, and tab integration with standard SouthWare programs. Tapping In to the Power of SouthWare ReportMate FYI ReportMate with the FYI portal is one of the most powerful tools available in SouthWare. We ll start with the basics, then show you how to edit data within a report, use ReportMate to change all records in a file, create and utilize new key fields for faster reporting, and many other features. SouthWare Searches and Inquiries Get an overview of standard features of the inquiries and searches in SouthWare, and then learn how to enhance these features with extended data, alternate RM formats, and new key fields. Modifying SouthWare Portals to Make Your Job Easier There are many ways to customize portals for unique needs in your business. We ll show you the best ways to modify portals using NetFlow. We ll also demonstrate how you can use RCF packets to automate frequently-used processes. The Flexibility of SouthWare Forms Printed and digital forms are an integral part of every business. Come learn the basics of SouthWare Forms and get an overview of advanced features such as SFFO customization, E-Launch, E-Forms Delivery, Notes on forms, and Archiving. Do You Know All You Can Do With SouthWare TaskWise? In this presentation, we ll explore the many different capabilities and benefits available within TaskWise. This will include Alerts, Tasks, Customer Relationship Management (CRM), Messages (TWIC), Sales Opportunity Tracking, Outlook interface, and more. SouthWare: Automated Processing with Background Servers Learn how to make your SouthWare system work for you 24/7. We ll discuss the use of background servers and overview the purpose of the Action Scheduler, NetLink Background Server, and SQLSync Server. How You Can Use Extended Data Sales History in SouthWare Here you ll see how you can use special userdefined Extended Data Sales History records to track sales data in a variety of ways. We will set up some examples to illustrate how this works. SouthWare: Automated Checkups for Your Business During this presentation we ll show you ways you can use TaskWise Alerts and SouthWare Monitors. We ll demonstrate how you can use Alerts to test any SouthWare file for exception conditions. And we ll review the new SouthWare Monitors application and help you understand how it can notify you when key aspects of your business need attention. SouthWare Customer On-Line Portal In this presentation you ll learn how you can give your customers selected self-service access to their data within your system. We ll show you what it takes to set this up and what functions are available. Answering Your Questions and Looking Ahead You will have the opportunity to ask questions and participate in a discussion of solutions needed/shared by other attendees. We ll also give you an update on current and upcoming SouthWare development projects, and you can share ideas you would like us to consider for future development.

9 PROCESSPRO GLOBAL Accounts Payable (Global) Join us to start your knowledge about Accounts Payable. We ll take a basic approach to AP by learning frequent functions of the transaction cycle. We ll also include the steps through invoicing. Payroll (Global) Welcome to Payroll 101 where you can take a look at the ProcessPro Global payroll application. Explore setup and maintenance, daily work tasks and payroll tasks. Purchasing and Receiving (Global) We ll begin with the fundamentals of placing purchase orders and performing receipts, and layer in the concepts of Item Vendor maintenance, PO requisition techniques and tips and cost break setup. All of the regular concepts of flow - effective reporting, transaction batching and paperwork - will also be covered. MRP (Global) Attend this session for an overview of the MRP process in ProcessPro Global. We ll be learning how to use the application from data setup, analyzing current inventory numbers, upcoming orders and projected manufacturing needs. BOM and Item Maintenance (Global) This session is focused on operations and will include production costing discussions in the application of Labor, Overhead and Machine time, and how these elements come together as operations and routings to establish throughput characteristics of BOMs. Project Costing (Global) Take a first look at Project Costing. Get familiar with Project Costing by setting up projects, phases, tasks and create billing. You ll also gain knowledge of billing time and material. Quality Control (Global) Join this session to learn about the functionality and flexibility using ProcessPro Global s quality control, including defining tests and target values, entering test results and changing the status of your inventory. Info-Alert Scheduling and Planning (Global) In need of a personal assistant? Attend this session to learn about Info-Alerts to configure and send alerts, schedule event, and other automated actions. There are over 40 standard alerts to use and keep you current and updated. Service Director Application (Global) Come see what s new in the world of Service Director. This course will show you the basic use of service director work orders, service orders, transactions and equipment. Financial Reporting (Global) Class is in session for new and existing users who utilize financial reporting. Join us to learn new ways to achieve desired reports. Understand how to use layouts and content to build financial statements. Need more? We ll also be taking a look at BizNet. Navigation and Personalization (Global) This session is geared toward newer users of ProcessPro Global, but even more experienced users are likely to walk away with one or two new tricks. We ll discuss the menu navigation, as well as operating within different types of screens, managing tabs and windows, maintaining user preferences and document printing/delivery. We will also discuss and preview user-specific dashboards. WMS (Global) Attend this session to experience ProcessPro Global s warehouse management solution. This session will cover the transactions, such as receiving purchases orders and finished goods, picking transfers and orders and moving inventory. Intro to Design Studio (Global) Do you wish you could change or add a field in ProcessPro Global? Now you can with this introductory session on how to create or modify fields within ProcessPro Global. Maximize your experience by following along.

10 PROCESSPRO GLOBAL CONTINUED Interactive Views (Global) Formatted reports are out - highly customizable and dynamic interactive views are in! Join us to learn how to manipulate views in basic and complex ways - from swapping columns in and out, grouping, sorting and top and bottom filtering. Get an understanding of how to save different versions of a view, apply comparative filters and add summary calculations. There will also be time allotted to discuss the powerful summary views available. Order Entry and Shipping (Global) An overview of ProcessPro Global s sales cycle from the customer service and shipping perspective. This session will review a typical workflow, from entering an order, order acknowledgement, picking and shipping. Along the way, insights into useful reports to review will be covered and shipping paperwork will be created. Common perspectives on batching transactions will be included, as well as the RMA process. Transitioning to ProcessPro Global (Global) Attend this session for an overview of the transition process to ProcessPro Global, including recommendations regarding infrastructure, data management and user training Production (Global) Management of the production flow is critical both on the production floor and within ProcessPro Global. Attend this session to learn the basics of recording material, labor and machine time to orders that are created and released for production. Topics will include: production order statuses and their possible uses, editing released orders and reviewing, completing and posting production orders. User Base Feedback (Global) If you re currently utilizing ProcessPro Global, we want to hear from you! Join us in this interactive user feedback session. Sales Demo Overview (Global) Attend this session for a product overview of ProcessPro Global! This class will highlight the core applications and features, as well as user interface and navigation. Extended Features (Global) Attend this session to learn more about the powerful options Global has to offer included integrated Fixed Assets, CRM, Payroll, HR, Web Portal, Service and Maintenance and more!.

11 PROCESSPRO PREMIER MRP - Data Setup (Premier) Material Requirements Planning can be a powerful engine driving production and purchasing decisions. This session will focus on how to tune the process to run smoothly with your particular business needs. This session will be valuable to new users of MRP, while still offering enough depth and discussion of newly released features for seasoned MRP users to pick up something new. MRP - Advanced Topics (Premier) Whether you re already using MRP and looking to get more out of it, or you re newer to the tool and just want a glimpse of the more advanced features available, this is a class worth attending. We will dive more deeply into the Demand/Supply report, including tracing real and anticipated supply and demand to understand where a specific suggestion comes from. We will also discuss the Master Production Schedule (MPS), including its mechanics and usage. MRP - Buyer/Planner Tool (Premier) Learn how to make use of the MRP Buyer and Planner wizards, from generating the MRP dataset and review of orders. We ll be especially focused on the new MRP messaging functionality and how that tool can be leveraged to make more intelligent decisions, more easily. Scheduling (Premier) A high degree of visibility in production and dock scheduling allows for efficient use of business resources and prevents conflicts and confusion in the process. Premier s scheduling modules, the production-oriented Advanced Scheduler and the shipment and receiving focused Dock Scheduler, can help you answer questions like these and make transactions easier to process. Quality Control (Premier) Users of Premier 10.4 and higher experience increased functionality and a user-friendly application using Premier s quality control. Join us to walk through the set up of tests and target values, how to enter test results and make changes to the status of your inventory. Best Practices: Maintenance and Month-end Procedures (Premier) Attend this session to learn how to effectively managing your end of period procedures in Premier. We will review month and year-end closing processes to ensure you are performing the correct functions, at the correct time. You will also learn how to implement user-level function security and identify the most important and useful privileges. After attending this course, you will understand what happens through archiving or using the system s Key Change function to rename master data and what it means to your endusers, baseline reports and analytical/ad-hoc reporting activities. Best Practices: Financial Reporting (Premier) Are you interested in learning if your financial reporting processes adhere to the industry best practices? Join us to discuss which financial reports you should be executing and retaining each period to support your General Ledger in Premier. Best Practices: Physical Inventory (Premier) If you re shutting down an entire production facility to conduct a physical count, it s critical that the process is accurate, timely and efficient. In this session, we ll talk about the best practices techniques that will help you get the most out of the time spent counting, as well as discussing metrics to evaluate the quality of counts. What s New in 10.8 / Product Direction for 10.9 (Premier) Join us for an overview of the new features and functionality in Premier 10.8, as well as a discussion on what new functions would benefit your company most in Premier Come with your ideas! AWS Transacting (Premier) Come learn the how-to s and the recommendations for using ProcessPro s Automated Warehouse Solution (AWS). This session will cover the transactions in AWS, such as receiving purchase orders, moving inventory, printing labels, picking sales orders and production posting.

12 PROCESSPRO PREMIER CONTINUED Manipulating Your Data (Premier) This session is for Premier administrator users who have been tempted to manipulate data behind the scenes. Join us to learn the complexities of adjusting data and what our team researches when your company needs updates using SQL Server Management Studio, including where data is located, exporting data, Excel ODBC connections, knowing what s safe to update and when to ask for help to avoid the pitfalls of manipulating your own data. System Maintenance - Technical Review (Premier) During this course we ll investigate what happens when running System Manager maintenance routines. We ll take a closer look at some of the key functions in SM from Reindexing, Clearing Flags, Recalculating File Balances and Purging data. Please bring your questions. How Do I? Common Support Questions (Premier) Join this session for the answers you seek for a variety of common questions, problems and everyday tasks in Premier. Everything from changing field labels to updating logos to clearing user locks will be discussed with clear steps to take to solve each scenario. We ll also discuss the Client Support experience with common tips and suggestions when submitting cases. Please come with your questions! Making the Most of Your Data (Premier) Attend this session to learn to navigate how to query the Premier database to find the answers to your business questions. We ll explore the Data Center, Data Dictionary and Data Views to understand the vast amount of data collected in Premier. Best Practices: IT Infrastructure (Premier) Overview of ProcessPro system requirements and recommendations on infrastructure redundancies and SQL server hardware optimizations. Oh! No! Allocations (Premier) If you ve ever tried to invoice, move or transact against inventory and been unable to do so - despite the fact inquiries and reports confirm it s there - it s probably because of an allocation. This interactive session will explain why allocations are so important, cover different types of allocations (temporary, soft, hard) and how to correct stuck allocations. Oh! No! PO Receipts (Premier) The receiving dock is often a fast paced environment, with limited space - mistakes are bound to occur. Common receiving challenges will be discussed in this interactive session, such as: when a single lot turns out to be two, when there is conflict between manufacturing/expiration dates and reprinting receiving labels. Oh! No! My Item Costs Are Wrong (Premier) Do you ever question your item costs? In this interactive session, we ll dig into inventory and production transactions to identify what might have caused item costs to change. Oh! No! Bank Rec and Cash Don t Match (Premier) During this interactive session, we ll be discovering some of the reasons for discrepancies when reconciling the bank statement to your cash balance and how to avoid future issues. Oh! No! Account Reconciliation (Premier) What should you do if your accounts are out of balance? Join us in this interactive session to dive into some of the likely culprits, from simple unposted batches to trickier scenarios like user sessions remaining active, inventory account reassignment and more.

13 PROCESSPRO REPORTING & GENERAL Advanced Analytics: Sales Demo Analytics and data are the key to understanding the unique variables in your business. Please join us to learn how Advanced Analytics can bring visualization and insight into your business like never before. Empowering sales, managers and end users with key information on an easy-to-use platform! Advanced Analytics Training Attend this session to learn more about harnessing the power and features of Advanced Analytics. This session is intended for users who have already implemented and are using Advanced Analytics. Best Practices: Labeling This session will discuss how to leverage your data as a system of record for label attribute information, and how it can be pulled and added on the label template. Most attention will be focused on common customer requirements, but the concepts and techniques will apply to any label generated out of the system. Best Practices: Warehouse Management Join us to discuss the industry best practices for warehouse management, including options for hardware, racking and printers. FSMA Discussion The FDA s Food Safety Modernization Act (FSMA) is transforming the nation s food safety system. Join us for this industry discussion regarding how the regulations are changing your company s SOPs, documentation practices and paperwork tracking. Utilization Assessment Are you ready to take on some of the items that were saved for Phase II during your initial implementation? Have you fallen prey to inertia with your use of your system and feel you would benefit from a reevaluation of your use of the application? A utilization assessment helps gain the maximum return from your ProcessPro investment, provides your team a chance to review the software with fresh eyes, and make your entire team aware of tools you may not have realized were at your disposal. This session will discuss the utilization assessment experience, and deliverables while also helping you decide whether the time is right for your organization. General Session Dr. Michael Bertini, Open Systems Owner and CEO, will welcome and address all attendees at the conference. ProcessPro Product Keynote Join other ProcessPro clients to hear insight into the product direction and strategy for the future from the ProcessPro team. ProcessPro Support Lab An area will be staffed with support Pros from ProcessPro, providing you the chance to meet with these professionals and work with them one-on-one to answer your questions. This area will be avalible throughout the entire conference.