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Monday, October 16
 

8:00am

(201) XA Roadmap
Limited Capacity filling up

XA is nearing completion of the IDF development project and has adopted the powerful Infor Xi technology platform. What's next? This presentation will be the debut of the Release 10 roadmap scope. You'll also learn how completing IDF at the 9.3 release will prepare XA customers for the future.

Speakers
avatar for Ross Freeman

Ross Freeman

Senior Product Manager, Infor
I am the Product Manager and am deeply involved from the ground up.



Monday October 16, 2017 8:00am - 9:00am
Daniel Burnham

8:00am

(210) Using EPAK to Document Processes and Train Employees
Limited Capacity seats available

Infor EPAK is a single platform for all your Infor business process documentation, training and performance support materials. It offers 12 different deliverables form one single recording of a process, including watch & try videos, work instructions, PowerPoint presentations, and more. By employing the Knowledge Center, all training can be centralized and user training can be tracked as part of an overall training program. The learning objectives for this session include:

• Understanding what EPAK is and what outputs it offers its users.
• How to create a simple EPAK training video.
• Understanding EPAK’s place in process documentation and a larger training program.

Speakers
avatar for Julie Shoemaker

Julie Shoemaker

Senior Application Consultant, Guide Technologies
An experienced consultant with over 18 years experience with Infor XA. A founding member and former vice-president of the XA User Group Board. Executes systematic procedures to improve corporate and administrative functioning. Focused on utilizing XA as a business process solution... Read More →



Monday October 16, 2017 8:00am - 9:00am
Sports

8:00am

(214) Advanced Enterprise Product Data Management
Limited Capacity seats available

Many organizations have implemented Enterprise Product Data Management, but many have simply replicated the functions of traditional Product Data Management. The EPDM is a feature rich solution that can deliver tangible benefits throughout your organization. This session will explore some of the advanced features of EPDM. Intended for functional leaders and executives in operations, engineering, and IT, some of the key topics include:

• How to use revision control
• Deploying Alternate Item Processes
• Using generic routings and implementation status

Speakers
RW

Rick Worley

Senior Business Advisor, TriMin Systems
With over 20 years as both a customer and as an implementation consultant for XA and other products combined with many years of direct operational management and executive experience in manufacturing, Rick brings a rich and unique set of insights into both how the software is designed... Read More →



Monday October 16, 2017 8:00am - 9:00am
George Pullman

8:00am

(223) Enterprise Financials - An Overview
Limited Capacity filling up

An overview of XAs latest Finance package. - Enterprise Financials uses IDF functionality to simplify data entry to the AP and AR subledgers and make cash application look easy. The enhanced Enterprise General Ledger gives the finance team an opportunity to create records to the General ledger at a detail level which supports the Financial and Management Reporting and Analytical needs of the business.

How do you get there? Which is the right path for your business? This session will provide answers!

Speakers
DJ

Dyer, Joanne

Information Systems Engineering



Monday October 16, 2017 8:00am - 9:00am
Henry Clarke

8:00am

(231) Automating Material Certification Retrieval Using PowerLink
Limited Capacity seats available

Many industries require that shipped products include certification documentation associated with the subassemblies and raw materials used to manufacture the final product. The process of drilling down through “as-built” indented bills of material to determine the certification data required can be time consuming. Hear how one aerospace company used a document management system and standard XA functionality to cut the identification and retrieval process time by 95%. There will be time available during this presentation for participants to share their situations, issues and ideas as well. This session is aimed at the non-technical user.

Speakers
avatar for Jeff Eaton

Jeff Eaton

Exotic Metals LLC
Jeff has been working with XA for over 25 years.  He started his career leading a company through a conversion from MAPICS I to DB.  He then spent 13 years as a Senior Manufacturing Consultant with ISE, an XA channel partner. For the past 11 years, he’s worked at Exotic Metals... Read More →



Monday October 16, 2017 8:00am - 9:00am
Physiology

8:00am

(243) User Customizations and IDF - Drawing Attention to Your Data
Limited Capacity seats available

Help your team members focus on what is important. Communicate meaning with the use of pictures, color, absence of data, fonts and graphs. Use low lighting techniques to make the really important pieces pop while reducing eye fatigue. Make things easy to read and most importantly easy to understand improving efficiency and reducing errors.

Speakers
avatar for Lisa Thomas

Lisa Thomas

Leader of Products and Training, B-W Design Group
A Leader of Products and Training at Barry-Wehmiller Design Group, Lisa Thomas is one of BWDG’s foremost creative thinkers. Lisa’s role is focused on building applications and tools that assist companies move beyond the basics provided in their core software suites. | | Education... Read More →



Monday October 16, 2017 8:00am - 9:00am
Technology

8:00am

(610) Sponsor Case Study: Zodiac Aerospace Leverages Real Time Shop Floor Tools to Improve Operational Efficiencies and On-time Customer Delivery
Limited Capacity seats available

Use of CISTECH’s Shop Floor Plus for XA tools helped ZSUS more than double the efficiencies of material handlers and warehouse workers. All ZSUS workers have real time visibility of shop floor labor and materials activity. Inventory accuracy has improved and materials are delivered at the right time to the right place, translating to less downtime and improved on time customer deliveries at ZSUS. Join Harry for an in-depth review of how ZSUS was able to dramatically turn around their plant operations and realize significant business value with mobile Shop Floor Plus execution for XA.

Speakers
avatar for Harry McClintock

Harry McClintock

Zodiac Seats US
Harry is a Senior ERP Analyst/Project Manager for Zodiac Aerospace US. He carries over 40 years’ experience in MRP, ERP, Lean Manufacturing and Materials implementation and transformations. Harry’s background includes deep experience in in highly regulated industries including... Read More →



Monday October 16, 2017 8:00am - 9:00am
Theater

1:15pm

(202) New Features of XA 9.2
Limited Capacity seats available

The 9.2 release of XA features all new financial applications, as well as expanded functionality covering advanced warehousing, maintenance, supply chain, financial planning, and more. Join this session for an overview of XA's expanded functionality and a discussion of the benefits available only with the 9.2 release.

Speakers
FD

Foster, David

Infor
David Foster is a Principal Solutions Consultant for Infor. He has been in the high-tech business for over 30 years. With the past 19 years working as a Business Solutions Consultant on System I ERP platforms. David began his career at IBM as a System Engineer. It was there... Read More →


Monday October 16, 2017 1:15pm - 2:15pm
Daniel Burnham

1:15pm

(218) User Case Study: Material Logistics Implementation at Trail King Industries
Limited Capacity seats available

This session will address the challenges and benefits realized in the implementation of Infor XA Material Logistics. Presented by the IT Director at Trail King Industries and a senior XA consultant from TriMin Systems, you will learn from a real life implementation of Material Logistics what is important, what to consider, pitfalls and helpful insights, and how to measure success on the project.

Speakers
avatar for Betty Schlimgen

Betty Schlimgen

Director of IT, Trail King Industries
Betty began her career in Manufacturing and XA with Trail King and Mapics II in 1988. She started as their first Systems Operator/Programmer with career promotions to Director of IT in 2009. Over the past 30 years, she has been responsible for XA operations, process improvement, training... Read More →
RW

Rick Worley

Senior Business Advisor, TriMin Systems
With over 20 years as both a customer and as an implementation consultant for XA and other products combined with many years of direct operational management and executive experience in manufacturing, Rick brings a rich and unique set of insights into both how the software is designed... Read More →



Monday October 16, 2017 1:15pm - 2:15pm
Sports

1:15pm

(224) XA Enterprise Financials Implementation Considerations
Limited Capacity filling up

This presentation covers the key considerations as your organization begins to plan and budget for your move to XA Enterprise Financials (GL/AP/AR/Cash). An important topic for Finance, IT, and General Management functional areas and executives. Topics to be covered include:

• Enterprise Financials entitlement
• Required XA release level
• Current customizations and tools (impact analysis
• File structure changes, elimination or modification)
• Company structure
• Currency complexity
• Sales tax logic
• Testing set-up and execution
• GL Chart of Accounts re-design.

Speakers
avatar for Pat Collette

Pat Collette

TriMin Systems
Senior consultant with 30+ years of experience in management information systems, finance/ accounting, operations, and strategic planning. Broad Infor XA knowledge, including specific expertise in all Infor XA finance applications. Also experienced in Infor BI tools, F9 financial... Read More →



Monday October 16, 2017 1:15pm - 2:15pm
Henry Clarke

1:15pm

(232) PowerLink Tips & Tricks for Intermediate and Advanced Users
Limited Capacity filling up

Presentation schemes makes displaying data you really want to pop out as easy as defining some basic rules. Define security groups and assign content security to make sure your files and information is being safely managed. Deployment profiles can enhance this control even more. Templates can be used to streamline data flow and functions while managing creating and updates.

Speakers
avatar for Balamurugan Ramasamy

Balamurugan Ramasamy

Delivery Lead, Barry-Wehmiller Design Group
• 16 years of Valuable experience in Delivery Management, Project Management, and ERP Consultancy. Manager with substantial manufacturing experience. Certified in Production and Inventory management (CPIM). | • Functional expertise in manufacturing and distribution modules... Read More →



Monday October 16, 2017 1:15pm - 2:15pm
George Pullman

1:15pm

(237) Locking down your XA - Security Measures for Every Company
Limited Capacity seats available

Is your XA ERP system properly locked down and secure? Attend this session for a review of XA security features available to lock down XA, including IDF custom objects. Recommended for security officers or anyone in charge of XA security with an intermediate knowledge of CAS & EI.

Speakers
avatar for Vic Belebczuk

Vic Belebczuk

Senior Consultant, Guide Technologies
Proven record of success at implementing IT solutions to increase business’s productivity, reduce costs and streamline operations. Professional experience as an Infor XA Consultant and as an IT Manager at manufacturing companies running Infor XA.



Monday October 16, 2017 1:15pm - 2:15pm
Trigonometry
  • EI Enterprise Integrator

1:15pm

(247) Excel in the IDF – ION in the Real World
Limited Capacity filling up

In the first part of this presentation 'Excel in the IDF', we will look at how information can be uploaded into XA from Excel with zero programming.

In the second part of this presentation 'ION in the real world', we will review a few business use-cases adopted by XA customers in EMEA. For each of these, we will present details of the methodology used.

Speakers
avatar for Demian Welker

Demian Welker

Dipl.-Ing. Michael J. Raber


Monday October 16, 2017 1:15pm - 2:15pm
Statistics

1:15pm

(601) Sponsor Case Study: Scan-N-Track
Limited Capacity seats available

Best Practice companies want real-time validation for transactions throughout the shop and warehouse as they occur. “Move it / Transact it / Validate it” should be the mantra of all world class manufacturing companies. The problem is that the data capture screens for the XA transactions do not “fit” on RF scanner guns. And, not all XA transactions are supported in Integrator/Powerlink which makes it difficult to modify.

We’ll show you one Guide product solution we have built for our customers that is web-based and tightly integrated with XA via System-Link. It runs from any HTML5-enabled device (iPad, smart phone, RF barcode scanner, and/or laptop web browser). It provides real-time edits and validation for XA transactions as they occur in the warehouse, and supports all barcodes and printing at the point of need in your process. The greatest benefits however are in how you can optimize your business processes while designing & implementing this solution. Two customer case studies will be presented with actual results realized at our customers while implementing our Scan-N-Track solution.

Speakers
avatar for Randy Kenney

Randy Kenney

Consulting Manager & Guide Product Manager, Guide Technologies
Randy has 30 years experience in a wide variety of IT & business roles from software development, ERP systems, IT management, business analysis, executive level positions (CIO/VP), consulting, and project management.



Monday October 16, 2017 1:15pm - 2:15pm
John Hancock

2:45pm

(228) General Ledger Integration - Is This Thing On??
Limited Capacity seats available

What is the GLI in XA? Are you making general journal entries to show the movement of inventory throughout your plant? The General Ledger Interface can be confusing and intimidating. Attend this session to learn how to set up it, how to turn it on and how to manage it on a daily basis.

Speakers
avatar for Julie Kienast

Julie Kienast

Senior Consultant / Services Manager, MK & Associates
Julie Kienast is an applications consultant and project implementation leader with MK & Associates. Julie has over 31 years of experience implementing and training industrial sector clients on the XA ERP suite of applications. She has extensive background in XA applications... Read More →



Monday October 16, 2017 2:45pm - 3:45pm
George Pullman

2:45pm

(238) Cleaning up Your XA Database
Limited Capacity seats available

Performing purges, file reorganizations and archiving data should be part of your overall XA strategy, but are often overlooked which result in poor system performance impacts the upgrade experience.

This session will cover:

• Reorganizations – when to use XA reorg over other IBMi methods..
• Purges – which applications have purge functions
• Archives – which applications can be archived, what are the end results and why is it important?

Speakers
avatar for Carlos Vela

Carlos Vela

Technical manager, Guide Technologies
I have been working with Powerlink and XA for over 15 years, and many of those years have been around performance and improving the user experience with XA. I have also directed a Multi-billion global XA environment where theory became practice!



Monday October 16, 2017 2:45pm - 3:45pm
Daniel Burnham

2:45pm

(244) Creating Views, Subsets, Sorts & Workbenches 
Limited Capacity seats available

PowerLink’s views, subsets, and sorts allow for a query ability within the PowerLink framework. Knowing how to create the query features will enhance the functionality and usability of XA, increase the productivity and efficiency of your users, and provide faster reporting of transactional information for management. This session will help you:

• Understand how to create a view, subset, and sort using best practices.
• Understand the selection of attributes for views, subsets, and sorts.
• Understand the use of schemas when creating a view.

Speakers
avatar for Julie Shoemaker

Julie Shoemaker

Senior Application Consultant, Guide Technologies
An experienced consultant with over 18 years experience with Infor XA. A founding member and former vice-president of the XA User Group Board. Executes systematic procedures to improve corporate and administrative functioning. Focused on utilizing XA as a business process solution... Read More →



Monday October 16, 2017 2:45pm - 3:45pm
Henry Clarke

2:45pm

(602) How Paper-Less MES Has Transformed Business at PCMC
Limited Capacity filling up

Paper Converting Machine Corporation (PCMC) is part of Barry-Wehmiller, one of Infor’s largest XA customers covering 10 operating divisions and 11,000 team members around the world. PCMC implemented Paper-Less MES as part of their global initiative to revamp and innovate their production reporting operations to meet today’s complex and fast-paced environments. An area of specific need was quality control; PCMC deployed the quality component of Paper-Less MES which has transformed their business through proactive inspections during production operations. PCMC now saves tens of thousands of dollars per year through the elimination of rework, scrapped material, lost time and field failures, all of which have the potential of degrading customer satisfaction.

Audience members having basic knowledge of shop floor activities and reporting methodologies is helpful, but certainly not required to glean valuable insight from this session. Current Paper-Less MDCC customers are encouraged to attend and learn from Sue regarding her experience with the migration process, managing change with end users, what to be conscious of and the benefits received from leveraging the complete MES application.

• Understand the major components of Paper-Less MES
• Learn how PCMC uses quality inspections throughout the production process to meet customer deadlines and quality requirements
• Learn what to consider and what is important to know to support a smooth transition to Paper-Less MES from Paper-Less MDCC

Speakers

Monday October 16, 2017 2:45pm - 3:45pm
John Hancock

2:45pm

(611) Sponsor Case Study: Implementing Electronic Kanban with Infor XA at Justrite Manufacturing
Limited Capacity seats available

Justrite Manufacturing implemented Agility’s Electronic Kanban application as part of their LEAN manufacturing and continuous flow initiative. The presentation will focus on the goals of the project, the method of rolling out the application to all areas of the shop floor and their distribution center, and the benefits they realized.

Basic knowledge of LEAN manufacturing and shop floor operations is helpful, but not required.
This session will help you:

• Understand the major functions of Electronic Kanban and the interfaces to XA.
• Learn about the implementation methods and Kanban techniques for releasing and receiving manufacturing, purchase and interplant orders.
• Understand the deployment of electronic triggers to release orders without manual scanning.

Speakers
avatar for Eric Wagner

Eric Wagner

Agility
Agility, Inc. is the company that developed and supports the InterSite Logistics (ISL), Multi-environment InterSite Logistics (MISL) and Material Logistics (ML) Infor XA applications. We'll be in the Expo so please stop by if you'd like additional information. Also check out our sessions... Read More →


Monday October 16, 2017 2:45pm - 3:45pm
Poetry

2:45pm

(612) Sponsor Case Study: RMB Service Management at Hussmann
Limited Capacity seats available

Hussmann has seen significant increase in sales and customer satisfaction after implementing RMB Service Management for XA to manage their service operations in Mexico. This session will take an in-depth look at the RMB solution installed at Hussmann. Hussmann’s customer service achievements include:

• Increased sales order by 80% and work orders by 50%
• Increased sales conversion rate by 100%
• Maintained same number of Call Center staff even with increased sales
• Reduced manual processes by 50% in the Call Center
• Reduced response time for customer quote from 1 week to 5 hours

Hussmann’s Mexico division serves all of Mexico, with a manufacturing plant and a customer service Call Center. The service center provides installation services, maintenance, and replacement parts to their customers. Products are frequently sold as a complete solution that include installation and maintenance.

Speakers
avatar for Jorge Alvarez

Jorge Alvarez

Hussmann Corporation
Strong combination of technical knowledge plus MFG & Services Business Cycle experience, 21 years working in IT with different US based companies operating globally, Results-driven IT executive with expertise in envisioning and leading technology-based, Large experience career on... Read More →
avatar for Pete Stamm

Pete Stamm

RMB Solutions
Pete Stamm is the founder of RMB Solutions. Pete has been involved in After-Market services for the past 30 years and believes that manufacturing service organizations today are areas of great opportunities for long term revenue and profit growth. RMB Solutions fosters an environment... Read More →



Monday October 16, 2017 2:45pm - 3:45pm
Science

4:15pm

(208) Using MS Excel as a Report Writer for XA
Limited Capacity filling up

Do you want to gather information from XA and drop it directly into Excel? Attend this session to see real world examples and to learn how to use MS Query in Excel to directly access information in XA. This session will send you home with immediate information that will make life easier for both IT and users. Attendees should be knowledgeable in XA applications and Excel to benefit from this session.

Speakers
avatar for Julie Kienast

Julie Kienast

Senior Consultant / Services Manager, MK & Associates
Julie Kienast is an applications consultant and project implementation leader with MK & Associates. Julie has over 31 years of experience implementing and training industrial sector clients on the XA ERP suite of applications. She has extensive background in XA applications... Read More →



Monday October 16, 2017 4:15pm - 5:15pm
George Pullman

4:15pm

(221) Tracking Bar, Sheet, Coil
Limited Capacity seats available

Whether is metal processing, paper processing, liquid consumption, pellets, or plating … anytime you are converting from one unit of measure to another in a production process, inventory tracking is difficult. This session will teach you the basics of tracking inventory through those processes and making sure you know what you have. This starting point of inventory control needs to be brought under control!

Speakers
avatar for Rick Altenau

Rick Altenau

XA Manufacturing Specialist, Guide Technologies
Rick Altenau is an experience manufacturing consultant with years of experience in manufacturing before becoming an ERP implementation consultant. 20 years in the metal manufacturing, valve manufacturing, and chemical manufacturing industries put Rick in a great position to become... Read More →



Monday October 16, 2017 4:15pm - 5:15pm
Poetry

4:15pm

(226) Enterprise Financials — Accounts Payable, AR, Cash Management
Limited Capacity filling up

A quick look away from Green Screen to the new way of entering and looking at data. Yes, processes could change to become as easy as online shopping – a click here – opens a window, a drop-down list of values. ‘Mouseing’ your way through the day does not feel like work, yet it is.

XA has introduced a new way to spend your workday!

Speakers
DJ

Dyer, Joanne

Information Systems Engineering



Monday October 16, 2017 4:15pm - 5:15pm
Daniel Burnham

4:15pm

(234) Creating Cards & Workbenches
Limited Capacity filling up

There are several different types of cards that can be created in PowerLink, each having their own advantage. Different types of cards can even be combined into a single, compound card. To add to the flexibility, PowerLink also allows cards to communicate with each other through the use of Work Benches. Creating each is relatively easy to do, as long as you know the tips and tricks. This session will help you:

• Understand the different cards and the advantages of each.
• Understand workbenches, how they work, and their restrictions.
• Learn how to create sample cards and a simple workbench.

Speakers
avatar for Julie Shoemaker

Julie Shoemaker

Senior Application Consultant, Guide Technologies
An experienced consultant with over 18 years experience with Infor XA. A founding member and former vice-president of the XA User Group Board. Executes systematic procedures to improve corporate and administrative functioning. Focused on utilizing XA as a business process solution... Read More →


Monday October 16, 2017 4:15pm - 5:15pm
Physiology

4:15pm

(246) Content Security
Limited Capacity seats available

Learn how to use content security with IDF Architecture to apply row based security, lock/unlock object security and authorize users from within Integrator. Extend content security to Powerlink, System Link and Net Link users. Learn about using auto content security feature to allow access for users for specific set of attribute classes. Compare regular content security feature with auto content security. Users with knowledge of Power-Link and Integrator basics are encouraged to attend.

Speakers
avatar for Chuharaj, Thiagaraj

Chuharaj, Thiagaraj

BW Design Group
Over 20 years of experience helping organizations with INFOR XA Implementations. Expertise includes Delivery Mangaement and Client Engagement. Vast experience in using iSeries technology and INFOR XA tools and has lead by example in coaching and mentoring team in XA Upgrade... Read More →



Monday October 16, 2017 4:15pm - 5:15pm
Science
 
Tuesday, October 17
 

8:00am

(203) Upgrading XA
Limited Capacity filling up

XA 9.2 has many upgraded and expanded capabilities, but what does all that mean? This session will cover the various opportunities for improvement in the 9.2 release, and how it may benefit your enterprise.

Speakers
FD

Foster, David

Infor
David Foster is a Principal Solutions Consultant for Infor. He has been in the high-tech business for over 30 years. With the past 19 years working as a Business Solutions Consultant on System I ERP platforms. David began his career at IBM as a System Engineer. It was there... Read More →


Tuesday October 17, 2017 8:00am - 9:00am
Sports

8:00am

(216) Cycle Counting Using Materials Management & PowerLink
Limited Capacity seats available

This session will be a mix of theory and practice for a successful Cycle Count program. Several methods to stratify Inventory for a Cycle Count program will be discussed. The steps required in starting a Cycle Count Program are a challenge and several alternatives for getting started will be presented. The presentation will include a review of Variance Measurements—both those that are supported by XA and those that are not. The Guide Product that supports generation of Physical Inventory Tags via PowerLink will be presented.

The presentation is appropriate for all level of Users and for any that are involved with Physical Inventory and/or Cycle Counting. There is some technical content but it is a very minor part.

Objectives:
• Attendees will have alternatives for stratifying Inventory and identifying Items to be counted each day.
• Attendees will have knowledge about meaningful Variances to measure Inventory accuracy.
• Attendees will be aware of PowerLink options for generating Physical Inventory Tags.

Speakers
avatar for Beattie, Bruce

Beattie, Bruce

Guide Technologies
Bruce started his career in the Materials arena holding positions including Scheduler, Inventory Control Supervisor, Production Control Manager, Buyer, Purchasing Manager, Materials Manager and Manufacturing Manager.  Bruce has worked in the MAPICS/XA world since the early 1990s... Read More →



Tuesday October 17, 2017 8:00am - 9:00am
Henry Clarke

8:00am

(219) Linking the Material Plan with Shop Floor Execution
Limited Capacity seats available

Releasing the planned order to the execution systems (OBPM, PM, ML) drives some of the greatest benefits of a planning system. When do I do this? Why keep planned orders rather than released orders? What is the purpose of a Firm Planned Order? How do I generate a worklist? This session connects your planning systems with the execution system. Let’s turn that material planning system into a meaningful production scheduling system.

Speakers
avatar for Rick Altenau

Rick Altenau

XA Manufacturing Specialist, Guide Technologies
Rick Altenau is an experience manufacturing consultant with years of experience in manufacturing before becoming an ERP implementation consultant. 20 years in the metal manufacturing, valve manufacturing, and chemical manufacturing industries put Rick in a great position to become... Read More →



Tuesday October 17, 2017 8:00am - 9:00am
Physiology

8:00am

(230) Hidden Gems in Power-Link (Roundtable)
Limited Capacity seats available

Part of the beauty of Power-Link is the flexibility that it provides. Every customer uses it slightly different. This round table will focus on some features and functions of Power-Link that you may have forgotten about or never knew were there. We'll also discuss creative ways companies have made the application work best for them. Bring your stories to share or just stop by to listen. If you've ever said "I've never thought about using it like that!", this session is for you!

Speakers
avatar for Chris Carocci

Chris Carocci

Senior ERP Analyst, Caldwell Manufacturing


Tuesday October 17, 2017 8:00am - 9:00am
Daniel Burnham

8:00am

(608) Sponsor Case Study: COM_Net2 eCommerce at Newmar Corporation
Limited Capacity seats available

Join us at this session to learn how Newmar Corporation, the leading manufacturer of high-end motor homes, uniquely uses many aspects of COM_Net2’s integrated eCommerce for XA.

This includes:
• B2B with their dealers
• B2C with credit cards for end-customers
• Warranty processing and tracking
• Customized coach ordering
• COM_mander for internal customer service

Speakers
avatar for Mark Shubel

Mark Shubel

VP, Lexel
Lexel Corporation’s Vice President previously held positions in manufacturing management at a government contract manufacturing company. His responsibilities included managing night vision and radar programs. He also implemented the DOD/CAS compliant cost system... Read More →
avatar for Fred Watkins

Fred Watkins

Systems Analyst, Newmar Corporation
Infor XA customer since 1994 and ComNet Customer since 2003. Looking forward to sharing my experiences partnering with Lexel on our ComNet2 Order Entry Portal.


Tuesday October 17, 2017 8:00am - 9:00am
RR Donnelly

1:15pm

(204) Planning for the move to XA 9.2
Limited Capacity seats available

TriMin Systems will share their learnings from multiple R9.2 upgrade projects with customers over the last 18 months. A must for any company looking to stay current and understand what is involved with a XA R9.2 upgrade. Intended for IT executives and business leaders wishing to understand what is involved with this next step for their XA system and investment. Objectives of this presentation focus on:

• Essential planning requirements you need to know about as you plan for your company R9.2 XA upgrade
• Steps you can take to make your upgrade easier
• Status of your XA releases, OS levels and 3rd party applications
• XA wrap-code implications
• Contingency planning
• Testing
• Implementation timing and budgeting.

Speakers
avatar for John Merges

John Merges

Solution Architect, TriMin Systems
20 years experience working on the IBM i along with XA, leading software development and integration efforts with XA, as well as XA maintenance.



Tuesday October 17, 2017 1:15pm - 2:15pm
George Pullman

1:15pm

(220) MRP/VPi - What are the Differences?
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

For Companies that have not made the move to VPi the mysteries surrounding it will be demystified. For those embarking on the move to VPi key implementation tasks will be covered in detail. Best practices for using VPi will be reviewed. Executing the Plan (whether MRP or VPi) will be a primary topic. Suggestions on the use of MRP Recommendations and Work Lists will be presented. Many Companies have unique pieces of information that must be considered when executing the Plan. Several actual PowerLink/Integrator extensions to XA files that reduce Planner/Buyer effort will be detailed.

This presentation is appropriate for any Users involved in planning, buying and scheduling. There will be some technical content, but any extended technical questions/discussions will be taken offline.

Session Objectives:
• Any mysteries surrounding VPi will be explained.
• Attendees will be aware of the key implementation tasks and will be provided with the knowledge for a successful VPi install.
• Attendees will leave with knowledge of good execution practices including using Integrator extensions to XA files.

Speakers
avatar for Beattie, Bruce

Beattie, Bruce

Guide Technologies
Bruce started his career in the Materials arena holding positions including Scheduler, Inventory Control Supervisor, Production Control Manager, Buyer, Purchasing Manager, Materials Manager and Manufacturing Manager.  Bruce has worked in the MAPICS/XA world since the early 1990s... Read More →



Tuesday October 17, 2017 1:15pm - 2:15pm
RR Donnelly

1:15pm

(222) Using XA to Match Purchase Orders, Receiving Documents, and invoices
Limited Capacity seats available

Three-way match is a great business practice that provides benefits by reducing accounts payable errors, preventing misappropriation of assets, and providing internal controls. However, performing it manually is labor intensive and time consuming. If you aren’t currently processing your invoices using three-way match in XA attend this session to learn the steps required to implement it. If you are utilizing three-way match, attend to ensure you are doing so correctly.

Speakers
avatar for Rick Altenau

Rick Altenau

XA Manufacturing Specialist, Guide Technologies
Rick Altenau is an experience manufacturing consultant with years of experience in manufacturing before becoming an ERP implementation consultant. 20 years in the metal manufacturing, valve manufacturing, and chemical manufacturing industries put Rick in a great position to become... Read More →



Tuesday October 17, 2017 1:15pm - 2:15pm
Daniel Burnham

1:15pm

(235) Using Compound Cards to Create Single Screen Views
Limited Capacity seats available

Everybody wants to see all the important information on one screen. Using compound card features, you can do just that. Stop team members from having to click around to find the information they need. Compound cards allow you to group data logically making data easier to find. This session looks at the details of creating a compound card and will show how to “mimic” what team members see in green screen in order to smooth their transition to Power-Link. You should be familiar with cards in Power-Link to get the most from this session.

Speakers
avatar for Lisa Thomas

Lisa Thomas

Leader of Products and Training, B-W Design Group
A Leader of Products and Training at Barry-Wehmiller Design Group, Lisa Thomas is one of BWDG’s foremost creative thinkers. Lisa’s role is focused on building applications and tools that assist companies move beyond the basics provided in their core software suites. | | Education... Read More →



Tuesday October 17, 2017 1:15pm - 2:15pm
Henry Clarke

1:15pm

(239) Improving IDF Performance
Limited Capacity filling up

IDF performance correlates directly to how a user feels about XA. This session will provide information on what to look for in the areas of Infrastructure, Network, Communications, Design and indexing strategy. We no longer live in green screen and the power and flexibility of IDF must be considered.

Takeaways from this session include:

• Basic understanding of how to determine where the performance hit is coming from.
• Understand which solution or combination of solutions will best work for you
• Determine if you have the correct talent to maintain optimal performance.

Speakers
avatar for Carlos Vela

Carlos Vela

Technical manager, Guide Technologies
I have been working with Powerlink and XA for over 15 years, and many of those years have been around performance and improving the user experience with XA. I have also directed a Multi-billion global XA environment where theory became practice!



Tuesday October 17, 2017 1:15pm - 2:15pm
Marshall Field

1:15pm

(241) Ming.le Running Live with XAR9
Limited Capacity seats available

Why integrate Infor XA with Ming.le?... Why not? Come see for yourself what Ming.le may have to offer you and your XA team. Throughout the session we will dig into the look and feel of the user interface, discuss the tasks that can be done today within Ming.le XA (as well as what’s on the horizon), and review some simple ways you can get started. Recommend for beginner and intermediate users.

Takeaways from this session:
• Basic understanding of the Ming.le XA user interface.
• Key components needed for implementing XA with Ming.le.
• Identify collaboration, contextual and utility tools that could support the daily efforts of your team.
• Understand how information generated from workflows, alerts, and conversations can be used to help make better decisions and improve response times.
• And much more!

Speakers
avatar for Stephanie Wickstrom

Stephanie Wickstrom

Senior Application Consultant/PM, ISE
With +10 years within the manufacturing industry, Stephanie has enjoyed the challenge of diving (head first!) into Infor’s leading edge technologies. Through trial and error as well as numerous customer installations, Stephanie has developed a well-rounded knowledge for integrations... Read More →



Tuesday October 17, 2017 1:15pm - 2:15pm
Physiology

2:45pm

(206) Overview of Infor Enhancement Request System 
Limited Capacity seats available

Infor has deployed a new Enhancement Request System in Xtreme. This is the vehicle for providing input to the XA product roadmap. This session will cover the recommended process for putting in your enhancement requests, including how the XA user community needs to participate in the process.

Speakers
avatar for Ross Freeman

Ross Freeman

Senior Product Manager, Infor
I am the Product Manager and am deeply involved from the ground up.



Tuesday October 17, 2017 2:45pm - 3:45pm
Marshall Field

2:45pm

(213) Overview of SCE and a Deeper Dive into WMS at Natco
Limited Capacity filling up

SCE is Infor’s Warehouse Management System (WMS) for XA. Many companies have used SCE to standardize warehouse operations, improve worker productivity and eliminate costly mistakes. This session will provide you with:

• A high-level understanding of SCE.
• An understanding of WMS capabilities.
• A dive into the actual implementation experience at Natco.

Speakers
avatar for Balamurugan Ramasamy

Balamurugan Ramasamy

Delivery Lead, Barry-Wehmiller Design Group
• 16 years of Valuable experience in Delivery Management, Project Management, and ERP Consultancy. Manager with substantial manufacturing experience. Certified in Production and Inventory management (CPIM). | • Functional expertise in manufacturing and distribution modules... Read More →



Tuesday October 17, 2017 2:45pm - 3:45pm
John Hancock

2:45pm

(233) All the Things you can do with a PowerLink Workspace
Limited Capacity seats available

What is a workspace and why would you set one up? Workspaces combine many of the powerful features of Power-Link into one function that can be set up and used over and over. It can restrict subsets, set templates and control how data is accessed. Attend this session to take your power-link to the next level.

Speakers
avatar for Julie Kienast

Julie Kienast

Senior Consultant / Services Manager, MK & Associates
Julie Kienast is an applications consultant and project implementation leader with MK & Associates. Julie has over 31 years of experience implementing and training industrial sector clients on the XA ERP suite of applications. She has extensive background in XA applications... Read More →



Tuesday October 17, 2017 2:45pm - 3:45pm
Daniel Burnham

2:45pm

(236) XA Admin Tips, Tricks, and Traps Roundtable
Limited Capacity seats available

TriMin Systems will share practical tips for managing your XA system and environment, and facilitate a discussion for users to share their own tips/tricks/traps. Intended for IT Executives and managers.
Discussion topics include:

• OS software levels and security
• XA security/content security and PTFs
• Wrap code data security/update methods/best practices and ‘gotchas’
• 3rd party apps dependencies
• Query authority and using QGPL
• Testing tradeoffs between different configurations
• The all-important areas of DR and recovery.

Speakers
avatar for John Merges

John Merges

Solution Architect, TriMin Systems
20 years experience working on the IBM i along with XA, leading software development and integration efforts with XA, as well as XA maintenance.



Tuesday October 17, 2017 2:45pm - 3:45pm
Henry Clarke

2:45pm

(240) Using ION - Simple Examples of Publishing and Workflows
Limited Capacity seats available

You have ION, now what? Often a company starts with ION as a part of an integration between two applications (ie CRM or CPQ to an ERP system) or is simply wanting to automate their business processes via alerts and workflow. In this session we'll review common application integrations with XA and the data that can be exchanged between them as well as how to get started with workflows through the sole integration of XA to ION. Recommended for Intermediate users.

Takeaways from this session:
• Practical applications (methods) of using ION to connect to various business applications.
• Basic understanding of BODs and how they are used.
• Examples of document flows and the types of connection points associated with them.
• Distinguish the difference between a workflow and a document flow.
• Methods for triggering a workflow.
• Fundamentals of building a simple workflow to get you started.

Speakers
avatar for Stephanie Wickstrom

Stephanie Wickstrom

Senior Application Consultant/PM, ISE
With +10 years within the manufacturing industry, Stephanie has enjoyed the challenge of diving (head first!) into Infor’s leading edge technologies. Through trial and error as well as numerous customer installations, Stephanie has developed a well-rounded knowledge for integrations... Read More →



Tuesday October 17, 2017 2:45pm - 3:45pm
George Pullman

2:45pm

(248) IoT and the IDF
Limited Capacity seats available

In this session we will explore how IDF integrates with the OPC UA protocol to provide a completely automated manufacturing experience. The session will introduce OPC UA and present the power of IDF, ION as an OPC UA client.

Speakers
avatar for Marcel Kosel

Marcel Kosel

Dipl.-Ing. Michael J. Raber


Tuesday October 17, 2017 2:45pm - 3:45pm
Science

4:00pm

(205) Running XA in the Cloud
Limited Capacity filling up

Join this session for details on operating XA in the cloud. You'll learn how you can shift the burden of managing your in-house system to Infor, while also maintaining control over your application. We'll also discuss security, system recovery, and other key considerations. Don't miss this opportunity to learn how you can concentrate on strategic activities, rather than worrying about day-to-day operations and upgrades.

Speakers
avatar for Ross Freeman

Ross Freeman

Senior Product Manager, Infor
I am the Product Manager and am deeply involved from the ground up.



Tuesday October 17, 2017 4:00pm - 5:00pm
RR Donnelly

4:00pm

(207) All the Ways to Generate Reports on XA
Limited Capacity seats available

There are many challenges when attempting to generate reports in XA. There are some built-in solutions but seldom is there a report that meets the requirements of all users. If a report does have all the information needed, it probably has too much and isn’t printed in the sequence needed, or isn’t summarized correctly… Let’s face it- some of the solutions are just obsolete! This session is an introduction for all users- IT, Finance, Manufacturing, etc. to see what their options are.

Infor is offering more solutions to meet user requirements. There are also third-party solutions that integrate very nicely with XA. This session will review these issues and introduce you to some of the newer solutions now available. After this session, you will have a better understanding of:

• Current limitations and obstacles
• Infor solutions available
• Third party solutions

Speakers
avatar for Becky Callahan

Becky Callahan

Sr Business Systems Analyst, BW Packaging Systems
As a Project Manager, Becky Callahan has many years of experience helping organizations implement Infor’s XA ERP systems with a constant focus on meeting their business objectives. | Becky’s expertise and focus for B-WI is a Project Manager.  She has experience in:  ERP Implementations... Read More →



Tuesday October 17, 2017 4:00pm - 5:00pm
George Pullman

4:00pm

(212) Inventory Best Practices for XA Users
Limited Capacity filling up

We all understand and know the importance of inventory accuracy on a company’s financial objectives and ability to produce and keep promises. This presentation focuses on strategies and approaches for developing XA tools to improve inventory accuracy regardless of where you are as a company in this journey. Attendees will learn how to plan and begin setting up a best practice inventory control system for their operations.

Rick Worley brings years of XA experience and past manufacturing company operational executive experience to bring real life examples and ways to improve your company bottom line and meet your customer commitments.

This presentation is intended for Operational Executives and Managers wishing to understand how to improve their organizations performance in this critical area.

Speakers
RW

Rick Worley

Senior Business Advisor, TriMin Systems
With over 20 years as both a customer and as an implementation consultant for XA and other products combined with many years of direct operational management and executive experience in manufacturing, Rick brings a rich and unique set of insights into both how the software is designed... Read More →



Tuesday October 17, 2017 4:00pm - 5:00pm
Sports

4:00pm

(215) PUI- Product Update Information
Limited Capacity seats available

As you prepare to apply PTFs or a PCM to your XA environment, the process of analyzing the requirements can be rather complex. Infor has a tool available to streamline the process and make it far more manageable. Product Update Information (PUI) is a Power-Link based tool for analyzing PTF/PCM requirements for your XA environment, and Infor is strongly encouraging its use. Join us as we demonstrate how PUI is installed, updated, and used for PTF/PCM analysis.

Speakers
avatar for Tom Bell

Tom Bell

Senior Systems Engineer, ISE
Tom Bell is a Senior Systems Engineer with Information Systems Engineering, and has been working in a technical implementation role for 29 years.  ISE is an Infor Gold Channel Partner and Certified IBM Business Partner.  Tom holds IBM i and Power Systems technical certifications... Read More →



Tuesday October 17, 2017 4:00pm - 5:00pm
Physiology

4:00pm

(225) Implementing Enterprise Financials from AM
Limited Capacity seats available

The migration tool for AM general ledger to Enterprise general ledger has been released to the channel partners. Attend this session to learn the challenges and rewards you can experience by utilizing this new tool to migrate your general ledger.

Speakers
avatar for Rick Altenau

Rick Altenau

XA Manufacturing Specialist, Guide Technologies
Rick Altenau is an experience manufacturing consultant with years of experience in manufacturing before becoming an ERP implementation consultant. 20 years in the metal manufacturing, valve manufacturing, and chemical manufacturing industries put Rick in a great position to become... Read More →



Tuesday October 17, 2017 4:00pm - 5:00pm
Henry Clarke

4:00pm

(229) Building Dashboards using Power-Link & Enterprise Integrator
Limited Capacity seats available

Dashboards can be built using Power-Link. Using a little Enterprise Integrator can make them even better. This session will introduce you to a sample Power-Link Dashboard, look at the detailed components used to create the dashboard and discuss things to think about when putting a Power-Link Dashboard together. It is a high-level presentation designed to give ideas on what can be done with the tools you already have.

Speakers
avatar for Lisa Thomas

Lisa Thomas

Leader of Products and Training, B-W Design Group
A Leader of Products and Training at Barry-Wehmiller Design Group, Lisa Thomas is one of BWDG’s foremost creative thinkers. Lisa’s role is focused on building applications and tools that assist companies move beyond the basics provided in their core software suites. | | Education... Read More →



Tuesday October 17, 2017 4:00pm - 5:00pm
Daniel Burnham

4:00pm

(242) ION Workflow with Ming.le and XA
Limited Capacity seats available

This session is a functional and technical and review of ION Workflow using Ming.le for requisition review and approval in XA.

Speakers
avatar for Chuharaj, Thiagaraj

Chuharaj, Thiagaraj

BW Design Group
Over 20 years of experience helping organizations with INFOR XA Implementations. Expertise includes Delivery Mangaement and Client Engagement. Vast experience in using iSeries technology and INFOR XA tools and has lead by example in coaching and mentoring team in XA Upgrade... Read More →



Tuesday October 17, 2017 4:00pm - 5:00pm
Marshall Field

4:00pm

(245) Debugging of Client Sessions & Triggers
Limited Capacity seats available

A user reports a “strange” error message during their XA PowerLink session. What do you do?
Attend this session for helpful hints in tracking down problems with PowerLink sessions, user exits, subscriptions, triggers and more. Recommended for Developers and Help Desk personnel with intermediate to advanced knowledge of XA and EI.

Speakers
avatar for Vic Belebczuk

Vic Belebczuk

Senior Consultant, Guide Technologies
Proven record of success at implementing IT solutions to increase business’s productivity, reduce costs and streamline operations. Professional experience as an Infor XA Consultant and as an IT Manager at manufacturing companies running Infor XA.



Tuesday October 17, 2017 4:00pm - 5:00pm
Technology