XA User Conference Presented by CISTECH, April 23rd-24th, Ballantyne Resort, Charlotte, NC Updated 3-26-08 WEDNESDAY, April 23rd Registration 11:00am - 12:00pm As Infor’s Chairman and Chief Executive Officer, Jim Schaper is responsible for setting corporate strategy, building the team and the Lunch and Keynote capabilities to execute on that strategy, and ensuring Infor’s investments continue to drive growth, superior performance and customer Speaker satisfaction. Jim Schaper, Infor Chairman and CEO 12:00pm - 1:30pm In his address, Mr. Schaper will talk about his vision for Infor customers which includes lowering the cost of ownership. He will also explain York how Infor will execute his "3E" strategy to enrich, extend and evolve the Infor XA software solution. Track 2:00pm-3:00pm 3:15pm-4:15pm 4:30pm-5:30pm 6:00pm-8:00pm CISTECH RF Pick/Pack/Ship Solution - Quick Revolutionize Material and Production Lean Solutions that Enhance XA! ROI for you / value for your customer! Planning with Advanced Planner Jim Simunek, Senior Consultant, CISTECH Deborah Vermillion, VP Consulting Services, CISTECH Jay Melville, Senior Consultant, ISE R Now at Version 2 - CISTECH's Radio Frequency (RF) Pick Pack Advanced Planner (AVP) provides real time material and Lean Execution and Planning (LEAP) combines lean capabilities OPERATIONS Ship solution for XA is a hit! Learn how customers have achieved significant improvements by implementing the capacity planning, including what-if capability, to help you develop better plans and respond effectively to changes in like electronic kanban and daily production boards with your XA manufacturing orders and REP schedules. Using these E Suite 215 solution! customer requirements. AVP replaces MPSP, MRP, and CRP tools, you choose the production planning and execution C *Improve picking productivity with a single integrated application. AVP runs in memory on strategy that makes sense for each part of your plant, while *Monitor and control warehouse performance a PC, allowing you to execute planning runs in seconds, maintaining a single consolidated view of your shop floor *Improve shipping accuracy & on time delivery *Interface with UPS/DHL/FedEx identify constraints, and resolve shortages. activity. E *New enhancements include: substitutions, serialization, shipment subsetting, and BOL printing from the RF gun! P World Class Financial Reporting with FRx Tracking Manufacturing Order Variances with Using GL Interfaces to Streamline and T Reportwriter XA Expedite Financial Reporting Elisa Vick - Senior Consultant, CISTECH Jim Simunek, Senior Consultant, CISTECH Jim Simunek, Senior Consultant, CISTECH I FRx Financial Reporting allows users to design flexible, Jim will help you understand how to use PCC/MO variance Users who have implemented automated General Ledger O FINANCE codes to monitor production performance. He will review the interfaces with the XA operational modules (COM, IM, Suite225 complex reports without help from your IT department. The system links directly to the XA general ledger and imports capabilities of each code and discuss how to set up the rules for each one (there are 9 different variance transaction codes) PCC/REP) have increased the accuracy of their reporting, improved visibility of critical data, and reduced the time and N from spreadsheet applications as well, so you can quickly effort to get that information. In this session we will review format and deliver reports that are instantly ready for the steps needed to effectively implement General Ledger boardroom presentations. Using FRx Financial Reporting, Interfaces. multi-site or multicountry organizations can combine information from multiple organizations, environments and iSeries servers into a single report. R7 Development Tools: Netlink, Enterprise ROUNDTABLE DISCUSSION - Integrator Prepare for a Successful R7 Migration! Integrator, System Link can transform your Development Lab XA System!! Belinda Daub, Senior Technical Consultant, CISTECH XA R7 is ready for prime time, what are you waiting for?? We Denise Luther, Senior Technical Consultant, CISTECH With the development tool suite available at R7, XA can do Denise Luther, Senior Technical Consultant, CISTECH Are you willing to share your Integrator development success F TECHNOLOGY Suite 226 will review a proven methodology for upgrading to XA R7, share a project planning template, and discuss lessons almost anything: Integrate multiple systems, leverage Microsoft desktop tools, extend your system to customers stories? In this session, Denise will briefly review Integrator / Enterprise Integrator R7 enhancements and review CISTECH a learned along the way that will help you ensure a smooth and vendors, etc. We will provide an overview of the Integrator projects. migration. capabilities of these new applications and provide examples of how XA users are leveraging them. Attendees are encouraged to bring their best Integrator i ideas/projects for the group to discuss. Tell us what you've done with Integrator! r ROUNDTABLE DISCUSSION - XA Best ROUNDTABLE DISCUSSION with XA's ROUNDTABLE DISCUSSION - Using R7 w Practices Product Manager - Phil Joseph Technology for Productivity Gains a Deborah Vermillion, VP Consulting Services, CISTECH Phil Joseph, Senior XA Product Manager, Infor Deborah Vermillion, VP Consulting Services, CISTECH ROUNDTABLE So you think you're an XA Star? Then tell the XA community Meet with Phil in a "small group" environment. Share your Join this free form discussion of R7 user tools and their y about it. Deborah Vermillion moderates this roundtable XA experiences and thoughts with Phil - tell him what your possible impact on productivity in your organization. Deborah DISCUSSION discussion where XA users highlight their 'best practices' company needs and wants in future releases. Learn more Vermillion will demonstrate the use of multi-view cards, York processes. about the future development of XA. workbenches, graphing, etc. Come brainstorm with us on how to effectively implement and use these powerful new tools in Attendees are encouraged to present a 5 minute overview of a 'best practice' use of XA to achieve improvements in your This session is by pre-registration only and is limited to 5 customers. your day to day operations. B company. XA User Conference Presented by CISTECH, April 23rd-24th, Ballantyne Resort, Charlotte, NC Updated 3-26-08 THURSDAY, April 24th Breakfast & Phil is well known in the XA community for his passion for the XA product and his unique perspective on how manufacturers use technology Guest Speaker Phil Joseph, Senior XA Product Manager, to compete more effectively. We are pleased to have Phil join us to present XA's latest release R7.8. XA Release 7.8 offers significant user Infor enhancements across all graphical applications, as well as major new features for the COM/CSM, IFM, and IM areas. Phil will review these 8:00am-9:30am enhancements and provide a glimpse of the development roadmap for planned enhancements. Ballantyne A Track 9:45am-10:45am 11:00am - 12:00pm 12:00 - 1:30 Integrated Quality Management - Help for Make it easy for customers to do business your LEAN journey with you with COM_Net2! Jay Melville, Senior Consultant, ISE Jennifer Royle, Lexel Quality Management streamlines quality processes and data Provide your customers with an integrated web storefront OPERATIONS collection, decreases the cost of compliance, and improves and a customer self-service center that can be live in days! B overall product quality. QM provides a central repository for With COM_Net2, your order entry and customer service Suite 215 all quality related information and offers easy access to that department is open 24 hours a day. COM_Net2 puts your o information for analysis by decision makers and management. product catalog on the internet where your customers can With QM quality is not just measured, but improved through browse your products, place orders, and track order and x early discovery. QM is appropriate for all customers, but most beneficial to those on a lean journey or focused quality shipping status. With COM_NET2 you globalize your business, increasing your sales and improve customer service, and e improvement plan. lower costs by reducing inbound calls and strain on customer d service. l Why Should I Switch From Green Screen? - A Real Customer Success Story - Enhanced An Interactive Session Shop Floor control at Schrader Bridgeport u Jim Simunek, Senior Consultant, CISTECH Scott Kadak - CIO, Schrader Bridgeport n Deborah Vermillion, VP Consulting Services Are you a Green Screen user? Wondering what all the Schrader Bridgeport is a manufacturer of tire accessories in c OPERATIONS Browser hype is about and how it can help you? This Altavista, VA. Scott Kadak, CIO of Schrader Bridgeport, shares h Suite 226 interactive session is focused on introducing you to today's his story of how MDCC (Paperless Mfg) was successfully XA product. implemented in a plant that had no shop floor controls. Since e implementing, Schrader has realized gains in tracking labor See all of the productivity enhancements and discuss ways to and material through the plant. Learn how Schrader s better streamline your organization using the Java continues to reap value from their use of integrated shop infrastructure. floor execution tools. Enterprise Asset Management - What are your CISTECH's RF Physical Inventory Solution - assets costing you? Reduce your count time by 50% or more! Dwayne Maxwell, Business Solutions Consultant, Infor Jim Simunek, Senior Consultant, CISTECH Proactively managing performance is more important than What do physical inventory counts cost your company? In B FINANCE & ever. With all the pressures that enterprises are facing to larger plants, these counts and audits can take as many as 3-4 a OPERATIONS deliver results and make every resource count, optimal days! Imagine the cost incurred in labor and lost productivity. performance and management of assets is critical. CISTECH’s new Radio Frequency enabled Physical Inventory l Suite 225 solution for XA delivers a product (and a process) that can Infor EAM Business Edition provides users a powerful shrink your physical count time by days. Print count tickets l enterprise asset management solution with all of the features on blank stock - use RF guns to report counts - use XA needed to manage critical functions such as asset Browser to monitor count progress - even put RF hardware in a management, work requests, purchasing, inventory and the hands of your audit team! preventive maintenance. n t ROUNDTABLE DISCUSSION with XA's y ROUNDTABLE DISCUSSION - R7 Upgrade Product Manager - Phil Joseph n Ruth Pharr, Senior Technical Consultant, CISTECH Phil Joseph, Senior XA Product Manager, Infor e ROUNDTABLE Confused and concerned about all it takes to do a R7 Meet with Phil in a "small group" environment. Share your upgrade? Join Ruth for this session and learn more about the XA experiences and thoughts with Phil - tell him what your DISCUSSION five steps associated with a R7 upgrade. company needs and wants in future releases. Learn more A Ballantyne A about the future development of XA. This discussion is designed to make you more comfortable with prerequisites and the migration process so bring your This session is by pre-registration only and is limited to 5 questions and concerns! customers.