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February 2019

Opening Remarks

February 25 @ 8:00 am - 8:25 am

Get they scoop on hands on labs, the mobile app, and all things conference.

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Keynote – Ryan Estis

February 25 @ 8:25 am - 10:00 am

Ryan Estis understands the challenges business leaders and top performers face, because he’s been in their shoes. He spent 15 years helping companies connect with employees and customers as an ad agency executive, building a client roster of category leading brands. Nine years ago, he decided to put that experience into practice and launch his own research and learning organization. Ryan is afforded an inside look at what the world’s best companies do differently and he shares that insight by…

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Vendor Fair

February 25 @ 10:00 am - 8:00 pm
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Secrets of a Successful Procurement and Supply Chain Group

February 25 @ 10:30 am - 11:30 am

In this session, you will learn how companies just like you are simplifying their procurement efforts and digitizing their supplier chains.

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DataView reporting in CloudSuite Industrial (SyteLine)

February 25 @ 10:30 am - 11:30 am

DataView reporting in CloudSuite Industrial (SyteLine)

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EDI – No Waiting

February 25 @ 10:30 am - 11:30 am

We will discuss the value of a robust EDI initiative that will be table stakes as we continue our growth. We will demonstrate metrics that prove in that program and the results of not moving forward.

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Keys to a successful Upgrade

February 25 @ 10:30 am - 11:30 am

This session will point out critical success factors and common pitfalls when going thru an upgrade of SyteLine and all expanded functionality. Real world examples will be given and discussed drawing on more than 15 years of consulting experience performing implementations and upgrades.

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Infor Document Management for CloudSuite Industrial (SyteLine)

February 25 @ 10:30 am - 11:30 am

Infor Document Management for CloudSuite Industrial (SyteLine)

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Using Infor Ming.le Home Pages and widgets for CloudSuite Industrial (SyteLine)

February 25 @ 12:45 pm - 1:45 pm

Using Infor Ming.le Home Pages and widgets for CloudSuite Industrial (SyteLine)

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CADLink Plus So Much More

February 25 @ 12:45 pm - 1:45 pm

You've already heard of all the benefits of CADLink. Get ready for a non-stop demo session. QBuild not only provides CAD integration, but also proper ECN management, complete conversion to Manufacturing BOMs, 2D/3D automation from CPQ, tracking Engineering time to jobs, and more! Whatever your engineers need, we have something in stock for them.

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Benefits of Using Projects in CSI

February 25 @ 12:45 pm - 1:45 pm

Learn the benefits that Projects can offer in CSI. You will learn how it integrates with many other modules in CSI and when it makes sense to use Projects. We will also demonstrate the visibility it offers to manage cost and the ability to invoice without a shipment.

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Maximizing your businesses processes in Syteline through Infor CRM integration

February 25 @ 12:45 pm - 1:45 pm

Plus Consulting will walk attendees through how Infor CRM integrates with Syteline ERP, resulting in increased efficiency by giving users the ability to see the whole picture with respect to all of their business processes.

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Infor Coleman features for CloudSuite Industrial (SyteLine)

February 25 @ 12:45 pm - 1:45 pm

Infor Coleman features for CloudSuite Industrial (SyteLine)

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Get the scoop—Pick, pack, ship for CloudSuite Industrial (SyteLine)

February 25 @ 2:00 pm - 3:00 pm

Get the scoop—Pick, pack, ship for CloudSuite Industrial (SyteLine)

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AI-Powered CAD Bill of Material to ERP Transformations

February 25 @ 2:00 pm - 3:00 pm

CADTALK is the world’s first and only software leveraging artificial intelligence to transform engineering bills of material from virtually any CAD, PDM, or PLM application into manufacturing bills of material and routings inside Infor CloudSuite Industrial.Other applications on the market simply map data from CAD to Infor CSI assuming the data is the same. Worse yet, they require engineers to duplicate ERP related data inside their CAD systems. This method is flawed and lacks sophisticated rules-based artificial intelligence to identify…

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Tracking and Traceability for CloudSuite Industrial Made Simple

February 25 @ 2:00 pm - 3:00 pm

See how to use barcode technology and license plating with Viewpoint for Infor CloudSuite Industrial to Track and Trace inventory from raw materials through finished goods.

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Decision365 – Order exception workbench in Outlook”

February 25 @ 2:00 pm - 3:00 pm

“See DRI’s new order exception workbench in action. Decision365 allows users to manage incoming orders directly in Outlook with automatic integration to your SyteLine or CloudSuite Industrial system. We will be demonstrating examples from several customers who are currently managing incoming EDI and eCommerce orders through Decision365 and discussing integrations with systems such as Shopify, Magento, Volusion, Conexiom and others. Join us to learn how you can significantly decrease the time needed to manage exceptions for orders, PO’s, RMA’s and…

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Mongoose: Tips and Tricks – Get the most out of Mongoose and CSI 10.00.00

February 25 @ 2:00 pm - 3:00 pm

Mongoose: Tips and Tricks - Get the most out of Mongoose and CSI 10.00.00

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Infor Mongoose form reporting in CloudSuite Industrial (SyteLine)

February 25 @ 2:00 pm - 3:00 pm

Infor Mongoose form reporting in CloudSuite Industrial (SyteLine)

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The Lake Companies

February 25 @ 3:15 pm - 4:15 pm

The Lake Companies

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Infor Mongoose form reporting in CloudSuite Industrial (SyteLine)

February 25 @ 3:15 pm - 4:15 pm

Infor Mongoose form reporting in CloudSuite Industrial (SyteLine)

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Organizing and Leading successful Conference Room Pilots; lessons learned from 12 conference room pilots across multiple businesses.

February 25 @ 3:15 pm - 4:15 pm

Organizing and Leading successful Conference Room Pilots; lessons learned from 12 conference room pilots across multiple businesses.

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AvaTax for Syteline and Cloudsuite Industrial | Customer Panel with the Sales Tax Experts

February 25 @ 3:15 pm - 4:15 pm

Sales tax compliance puts your company at risk and EVERY business has obligations regardless of the industry. Manufacturing companies face unique and specific challenges that make managing this process difficult while putting your business at risk. This session will feature Infor Syteline Customers using Avatax and Sales Tax Experts from Avalara.We will have a discussion with our panel that will include topics related to: South Dakota vs. Wayfair and how this Supreme Court ruling may affect your business The sales…

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Implementations and upgrades—Getting it right from the start

February 25 @ 3:15 pm - 4:15 pm

Implementations and upgrades—Getting it right from the start

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IDO Extension Classes

February 25 @ 4:30 pm - 5:30 pm

Do you want to change how SyteLine accesses your data? Are you in the cloud, or thinking of moving to the cloud, and are wondering how to survive in a post-SQL world? Do you want to access other sources of data like web APIs, or even flat files as if they were tables? In this session, we will discuss what IDO Extension Classes are, how (and when) to use them, and together we will unlock the hidden potential of the…

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IIoT Tech Readiness – Know Where Are You on the Digital Journey

February 25 @ 4:30 pm - 5:30 pm

In this session you'll gain valuable knowledge to help determine your Tech Readiness related to IIoT (Industrial Internet of Things). Determine your IIoT business objectives & future state requirements, establish a strategic plan, and define a roadmap to achieve your digital goals.

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Fluid Components Integration Enhancements to the CPQ and Sales Portal using Mongoose.

February 25 @ 4:30 pm - 5:30 pm

What to do when parts of your item Bill of Material live in the CPQ Model rulesets. This session will show how FCI manages this problem and how we plan to extend BOM control. Discussion on ideas of what INFOR can do to enhance BOM control. See how FCI views and manages CPQ Sales portal quote and large project activity from Syteline. The power of Mongoose Enhancements

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Application Event System

February 25 @ 4:30 pm - 5:30 pm

Make the Application Event System understandable and useful in under an hour. We will talk through the basics of the Application Event System and go through an example of creating an event to send an email to a user whenever a Due Date on a Purchase Order changes.

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Movin’ On Up!—Single to multi-site

February 25 @ 4:30 pm - 5:30 pm

Movin' On Up!—Single to multi-site

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Welcome Reception – Brought to you by Qbuild (CadLink)

February 25 @ 6:00 pm - 8:00 pm
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Hands-On with CADLink

February 26 @ 12:45 am - 1:45 pm

Hands-On with CADLink

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10 Things I Wish My SyteLine Partner Had Told Me

February 26 @ 12:45 am - 1:45 pm

Do you feel like a Monday morning quarterback when looking at your SyteLine implementation in hindsight? There are a number of concepts that we probably wish we had heard about before go-live. This presentation catalogs a few of those in hopes of sparing new/current implementers some pain. A few of the ideas might help you improve a mature installation as well.

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Scan, Read and import AP Invoices directly from email to SyteLine

February 26 @ 12:45 am - 1:45 pm

We developed an application to scan, read and import AP invoices directly from email into Syteline including a manager approval function. I did this presentation at the New England User Conference so I included that powerpoint. Most of the presentation was a live demonstration. It was in integration between Kofax Capture software and Syteline. Since then we have streamlined and enhanced the process some as well.

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CSI / SyteLine Performance

February 26 @ 12:45 am - 1:45 pm

SyteLine Performance tips for Servers, Operating Systems, SQL , Infrastructure and configuration settings. This session will focus on components that may need reviewed to improve performance of CloudSuite Industrial / SyteLine. Information will be provided by members of the team from Apptrix, a managed application hosting company that specializes in the hosting, maintaining and setup of CloudSuite Industrial / SyteLine and supporting applications since 1999 with nearly 1000 sites and several thousand databases under management.

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How to do Implementations in Cloud – Tips and Tricks

February 26 @ 12:45 am - 1:45 pm

How to do Implementations in Cloud - Tips and Tricks

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Infor Keynote Presentation

February 26 @ 8:00 am - 10:00 am
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Vendor Fair

February 26 @ 10:00 am - 4:30 pm
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CloudSuite Industrial (SyteLine) analytics with Birst

February 26 @ 10:30 am - 11:30 am

CloudSuite Industrial (SyteLine) analytics with Birst

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WOW Your Customers with Customized HTML Tracking Emails

February 26 @ 10:30 am - 11:30 am

In today’s world of eCommerce, everyone wants and expects tracking emails about when their orders shipped, but unfortunately this is not a simple task in SyteLine. Come learn how to setup and automate this process in SyteLine, providing your customers with detailed list of their shipment and tracking information links.

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Enterprise Transformation: Beyond basic efficiencies, small process optimizations and the mechanical benefits of ERP

February 26 @ 10:30 am - 11:30 am

Some ERP implementations focus purely on the automation side of the business, not the increase in capabilities that result from an enterprise wide system. And even those that start off with both efficiencies and strategic benefits as a goal, end up concentrating on the automation and efficiencies. Why? Key Questions the presentation will address: What transformations are of higher benefit? Which are easier? Which are both of higher benefit and are fairly quick to implement? Can I obtain some basic…

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Legacy Report Adapter for CSI

February 26 @ 10:30 am - 11:30 am

Learn how to bring your Crystal Reports with you when upgrading to CSI 9. Support for Crystal Reports was removed in 9.01 but the Legacy Report Adapter allows you to bring them back.

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CloudSuite Industrial—Migrate a customized environment to the cloud

February 26 @ 10:30 am - 11:30 am

CloudSuite Industrial (SyteLine)—How to migrate a customized environment to the cloud

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Hall of Fame Induction & SUN Business Meeting

February 26 @ 11:30 am - 12:45 pm
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Mastering Order Fulfillment With ShipLink

February 26 @ 2:00 pm - 3:00 pm

ShipLink integrates Syteline 8 and CSI 9 with popular carrier programs to provide world class freight and parcel shipping capabilities. In this unique, hands-on lab you’ll learn how to: Quickly configure ShipLink to support multiple carriers, including FedEx, UPS and LTL Freight; Restore a unique shipping configuration backup from the cloud; Modify a business rule to automatically apply a customized/variable freight charge; Implement a business rule to automatically apply free freight; Map shipping-related data from a UET user field; Edit…

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Use this ONE weird trick to get your PLN sizes right!

February 26 @ 2:00 pm - 3:00 pm

Really, there isn’t one weird trick, but there a multiple dependent settings that impact the qty the PLNs are created for. This session with review all of the settings, their impact and give you general guidelines for there settings. I will also be discussing why big lots aren’t always your friend and what their impact is.

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SyteLine/CSI – Reporting, BI and Dashboards – Easy, Powerful and Inexpensive

February 26 @ 2:00 pm - 3:00 pm

This session will demonstrate how SyteLine and CSI customers can quickly and easily access information, combine that informationwith other data sources, and deliver that information as a query, a real-time production report, a spreadsheet, or as an impressive dashboards with drill-downs. Several SyteLine and CSI customers will present solutions that they have built with Cyberscience's Enterprise Cyberquery (eCQ) system.

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Implementing Change Management from Scratch

February 26 @ 2:00 pm - 3:00 pm

Between coding changes, new report requests, and updates to the system, it can become difficult for a company to determine which changes are needed, which are nice to have, and which would simply cause more harm than good. We will review how our corporation implemented a complete change management process from scratch using ITIL principles, to create a system that works well for us and should give you plenty of ideas on how to approach your own process change.

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What is Your Role in the Enhancement Request System?

February 26 @ 3:15 pm - 4:15 pm

What is Your Role in the Enhancement Request System? What happens when you enter an ER? Come learn how to enter a good ER and find out what becomes of it. (This session is a great one to partner with a SUN board member with a real ER to enter)

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Meet SyMon: Improving Business Processes with Notifications

February 26 @ 3:15 pm - 4:15 pm

Learn how we’ve leveraged the Application Event System to integrate timely and concise notifications into our Business Processes. We’ve developed several types of notifications and various time intervals to meet significant needs-to-know across all areas of the business. We’ve also developed tools to take the pain out of implementing AES and made subscribing to notifications easy at the user level. We call this system SyMon.

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PCI Compliance and Electronic Transactions Interface

February 26 @ 3:15 pm - 4:15 pm

Learn how the CenPOS integration will reduce liability related to data security (PCI), risk associated to processing credit card payments, and processing cost. The CenPOS integration with Syteline/CSI will reduce the burden of PCI compliance, improve the customer payment experience, and streamline the payment acceptance process. Position your business to handle emerging payment methods while protecting your customer’s data with the CenPOS integration.

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Preparing for a successful EDI implementation (from lessons learned)

February 26 @ 3:15 pm - 4:15 pm

A. Defining the project scope and preventing scope creepB. Understanding your customers a. How are you interacting today and what is the goal? i. Traditional EDI (Regular orders/Blanket orders/ASNs/Forecasts) ii. Portals C. Understanding your business a. What is the current process of handling EDIs? b. What are the pain-points the project is to eliminate/reduce? D. Vendor selection for the project a. Engaging the right internal people b. Identifying the right vendor E. Understanding the new process F. Building to test…

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Using ION for CSI Integration

February 26 @ 3:15 pm - 4:15 pm

Using ION for CSI Integration**with V10, you will have Infor OS. Learn how to leverage ION and BODs to integrate your CSI application with external applications. Learn the infrastructure and communications. Learn what is involved when modifying a BOD. Learn options of for transforming Inbound / Outbound XML.

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Identifying Why Your Order Is late (APS)

February 26 @ 3:15 pm - 4:15 pm
Bally’s Las Vegas, 3645 S Las Vegas Blvd
Las Vegas, NV 89109

APS alerts you when an order is projected to be late, but how do you figure out what’s causing the lateness so you can get the order back on track? In this session, you learn everything you need to know about the 5 types of delay, how to spot them using the Demand Summary and Demand Detail forms, and how to investigate possible

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CSI Click Mail, Guide’s latest CSI Product!

February 26 @ 4:30 pm - 5:30 pm

Learn how CSI Click Mail enhances the ability to send email seamlessly using templates directly from CSI for SaaS and on prem

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QCS and Beyond: Managing your business processes…..

February 26 @ 4:30 pm - 5:30 pm

The first part of this presentation focuses on the standard CSI Quality Control Solution (QCS) and its capabilities to help you run your business.The second part moves beyond and focuses on the ISO 9001:2015 standard and optional software available to help conform with the new standard. Specifically, the 2015 standard focuses on 1) process management, 2) risk based thinking, and 3) employing a “Plan-Do-Check-Act’ cycle at every level and process within an organization. This optional software addresses all these areas…

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Expenseline: Integrated Expense Management for CloudSuite Industrial

February 26 @ 4:30 pm - 5:30 pm

In this session, learn about Expenseline, an employee expense management solution specifically designed for CloudSuite Industrial. Expenseline provides users with a streamlined approach to recording, managing and approving employee expenses. It seamless easily ingrates with your CSI accounts payable and general ledger functions, while ensuring compliance with your organizational policies. Now available with iOS and Android mobile apps, Expenseline is also designed for your on-the-go employees.

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Do More with EDI – Infor CloudSuite Industrial (SyteLine)

February 27 @ 9:00 am - 10:00 am

Whether you’re a distributor, manufacturer or a retail organization, join SPS Commerce to learn how our people, processes and technology can help you prosper. EDI is painful; let’s remove the risk, resources and manual processes from your business. We’ll walk through how to achieve seamless EDI integration with your Infor CloudSuite Industrial (SyteLine) system. Streamlining the interaction with your Trading Partners will help you alleviate your team’s workload, reduce errors and gain more satisfied customers in your organization.

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Sales & Operations Planning and Demand Forecasting with CSI/SyteLine

February 27 @ 9:00 am - 10:00 am

Learn how to use the SytePlan S&OP process to help Sales, Production, Inventory, and Financial managers work together to create multi-dimensional plans, maximize customer fill rates, optimize inventory, and manage operations to meet the plan. Also learn how to right size your inventory in make-to-stock and make-to-order environments by forecasting sellable items or components and dynamically calculating safety stock levels. We will review alternative ways to develop forecasts including statistical, collaborative, and top down methods. The Infor “add-ins” SyteLine SytePlan…

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What to expect from a Radley/CSI/SyteLine EDI Implementation

February 27 @ 9:00 am - 10:00 am

i. Radley Corporation was founded in the 70s, and as a charter member of the AIAG, is an industry leader in automotive, as well as non-automotive EDI. Attend this session to hear specifics about what’s available in a Radley implementation by industry expert Emily Messenger. How does this team work with SyteLine/CSI? It works great! Cassie Noles will bring her experience and share the stage answering questions on SyteLine/CSI EDI.

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Productivity Tools – Making CSI Even More Efficient!!!

February 27 @ 9:00 am - 10:00 am

Productivity Tools increase the value of SyteLine (CSI), providing several efficiency-enhancing solutions designed to improve the user experience for your entire team. From Critical Numbers and Dashboards to tools that make your System Administrators life easier. Let us introduce you to Productivity Tools and help us brainstorm with ideas for the future roadmap of Productivity Tools.

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FormSync – What does it do and how to use it

February 27 @ 9:00 am - 10:00 am

FormSync - What does it do and how to use it**In this session, we will go through how exactly FormSych works, with the intent of helping users to minimize the frustration when applying patches or performing upgrades to a system with personalized forms

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iShop Ecommerce for CSI/SyteLine

February 27 @ 10:15 am - 11:15 am

Your presence on the web is critical and the public’s expectations for your web store are rising every day. See how you can better service your customers over the web with iShop’s deep integration with CSI/SyteLine. If you sell equipment, spare parts, consumer goods, iShop can help you increase sales and lower costs.

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MRP & Scheduling – Beyond the System

February 27 @ 10:15 am - 11:15 am

Are you struggling with MRP & Scheduling adoption, usage, or accuracy? Learn about how external factors & decisions may impact a successful MRP & Scheduling implementation.

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Digital Transformation is Happening, Are You Ready? Industrial IoT Simplified

February 27 @ 10:15 am - 11:15 am

You face increasing demands to improve your manufacturing or distribution operations with lower costs, increased quality, and faster production. So how can you deliver with the same operation and equipment? With Prophecy IoT (“Industrial IoT” or “Manufacturing 4.0”). Prophecy provides you with real time data and statistical analysis to improve production and increase profitability. By merging your Machine Data with CSI SyteLine ERP data, quality control plan data, and other information, the User can now receive actionable insights in the…

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Migrating data to SyteLine

February 27 @ 10:15 am - 11:15 am

The session will cover JBT's proven method for migrating data to SyteLine 9 in a single database, multi-site configuration. Each deployment kicks off with basic training followed immediately by data workshops involving business unit representatives from each functional area. In the workshop, we plan out all aspects of the data migration: mapping, cleansing, transformation, validation, testing, tools to be used, and the process for each. To date, JBT has migrated 3 manufacturing locations, and 5 sales/service/financial reporting locations via this…

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Isolating performance issues to improve end results with CloudSuite Industrial (SyteLine)

February 27 @ 10:15 am - 11:15 am

Isolating performance issues to improve end results with CloudSuite Industrial (SyteLine)

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Improve Shipping Accuracy and Fulfillment with Scan Pack

February 27 @ 11:30 am - 12:30 pm

Concerned about shipping the wrong items or in the wrong container? Looking for an efficient process to capture packing content data for your shipments? Need to streamline your packing and label printing process for your retail customers?Pacejet Vice President Karen Stainbrook will walk you through how companies can use scan pack technology to eliminate errors and ship the correct items, in the correct quantity, in the correct box, with fewer scans, to the correct location every time. We'll discuss the…

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UnForm: A to Z, End to End Document Management Demonstration

February 27 @ 11:30 am - 12:30 pm

UnForm® is a platform-independent, completely browser-based software product that creates, delivers, stores, routes and retrieves documents and the information they contain. UnForm is a complete A to Z, End-to-End Document Management solution. Attend this session to see how the combination of print management, e-delivery, digital document archiving, image management, document data extraction, and role based document workflows provides a return on investment that is second only to your ERP. We will also demonstrate how CirrusPrint solves the issues encountered when…

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Warehouse Management for the Modern Warehouse

February 27 @ 11:30 am - 12:30 pm

The supply chain is changing. Manufacturers have to move product quickly and efficiently through their warehouse. Some manufacturers are seeing their business change from strictly wholesale/distribution, now to fulfilling eCommerce orders from their retailers. In the modern warehouse, flexibility and efficiency are keys to competing in the new supply chain. In this session, you will learn about how modern WMS solutions can transform your operations and significantly lower your cost to serve customers in operational efficiency and in fulfilling customer…

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Factory Track—Warehouse Mobility, Time Track, and Shop Floor for CloudSuite Industrial

February 27 @ 11:30 am - 12:30 pm

Factory Track—Warehouse Mobility, Time Track, and Shop Floor for CloudSuite Industrial (SyteLine)

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