This session will cover the best processes for utilizing M2M Advanced Scheduling. We will review common set ups and best practices to ensure maximum use of the Advanced Scheduling module.
Yaron is the head of M2M Planning &Scheduling since 1998. Yaron got is Master degree in Operation Research from the Technion – Israel Institute of Technology. He has 30 year experience in development and product management of Planning and Scheduling applications.
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
This session will cover the best processes for utilizing M2M Basic Scheduling. We will review common set ups and best practices to ensure maximum use of the Basic Scheduling module.
Very analytical with extensive experience across multiple functions of global supply chain, including manufacturing/operations, planning & scheduling, inventory management, logistics & distribution, and procurement. Currently lead process re-engineering and M2M implementation initiatives... Read More →
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
This session will cover the basic knowledge needed to manage M2M from the IT perspective including installation of Service Packs and Hot Fixes, Utilities, Setting up multiple servers in the .NET environment, hardware requirements for a successful .NET installation, and running M2M in a virtual environment.
Cuong has been with Aptean for a little over 6 years. Cuong graduated with a Computer Science degree and has been a software developer for over 10+ years in areas of telecommunication and defense. Cuong started at Aptean as a Customization Analyst helping customers customize Intuitive... Read More →
This will be an interactive session on the Aptean Product Configurator and its ability to transform the quoting and ordering processes for companies with complex product or service requirements, including build to order environments. This discussion will include:
· Benefits and improvements in version 4.0 of the Product Configurator · Upgrade process from prior versions to 4.0 · Integration between the Product Configurator and both Intuitive and Made2Manage products, with a focus on the personalization opportunities to improve business processes · Integration and opportunities to extend the Product Configurator to support eCommerce, CAD and custom process requirements · Customer presentation on approaches to optimizing the user interface, including the application of the Composite Image Viewer to provide visualizations · Product roadmap discussion with customer input
Senior Customer Solutions Consultant - Product Configurator, Aptean, Inc.
Stephen is an experienced enterprise application consulting professional who has operated in a range of roles and a variety of industries implementing and supporting enterprise applications. With a background in software development, he has specialized in ERP and CPQ applications... Read More →
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
Being an OpenEdge Database Administrator is not a full-time job, but the OpenEdge database does need some care and feeding to prevent any unplanned downtime. This session will cover what a DBA should be doing on a daily, weekly, monthly, and annual basis. During this session there will be in-depth discussion on what needs to be done along with why, which will also include some of the internal logic and structure of how the OpenEdge database is designed. Every DBA responsible for OpenEdge will get useful information from this session.
Mike Furgal started his career at Progress in 1989 in development. He has held many different roles during the time including working on the OpenEdge database product and managing different development teams working on the OpenEdge database. In 2012 he joined Bravepoint as Director... Read More →
Open to current Customer Advisory Board members, it's our opportunity to get together in person. We'll review the current roadmap and solicit feedback, and discuss some key sessions presented by customers during the upcoming event.
User group meetings are always a great place to reconnect with other Intuitive users and to meet new ones. Having a number of Aptean employees in the same location can also enhance my knowledge of the product.
As a Senior Solutions Engineer, Dmitry is responsible for delivering software demonstrations to existing and new customers. In this capacity he works with companies to understand their business and systems requirements and to present appropriate software, service and customization... Read More →
This session will cover the best processes for utilizing M2M Advanced Scheduling. We will review common set ups and best practices to ensure maximum use of the Advanced Scheduling module.
Yaron is the head of M2M Planning &Scheduling since 1998. Yaron got is Master degree in Operation Research from the Technion – Israel Institute of Technology. He has 30 year experience in development and product management of Planning and Scheduling applications.
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
This session will cover the best processes for utilizing M2M Basic Scheduling. We will review common set ups and best practices to ensure maximum use of the Basic Scheduling module.
Very analytical with extensive experience across multiple functions of global supply chain, including manufacturing/operations, planning & scheduling, inventory management, logistics & distribution, and procurement. Currently lead process re-engineering and M2M implementation initiatives... Read More →
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
This session will cover the basic knowledge needed to manage M2M from the IT perspective including installation of Service Packs and Hot Fixes, Utilities, Setting up multiple servers in the .NET environment, hardware requirements for a successful .NET installation, and running M2M in a virtual environment.
Cuong has been with Aptean for a little over 6 years. Cuong graduated with a Computer Science degree and has been a software developer for over 10+ years in areas of telecommunication and defense. Cuong started at Aptean as a Customization Analyst helping customers customize Intuitive... Read More →
This will be an interactive session on the Aptean Product Configurator and its ability to transform the quoting and ordering processes for companies with complex product or service requirements, including build to order environments. This discussion will include:
· Benefits and improvements in version 4.0 of the Product Configurator · Upgrade process from prior versions to 4.0 · Integration between the Product Configurator and both Intuitive and Made2Manage products, with a focus on the personalization opportunities to improve business processes · Integration and opportunities to extend the Product Configurator to support eCommerce, CAD and custom process requirements · Customer presentation on approaches to optimizing the user interface, including the application of the Composite Image Viewer to provide visualizations · Product roadmap discussion with customer input
Senior Customer Solutions Consultant - Product Configurator, Aptean, Inc.
Stephen is an experienced enterprise application consulting professional who has operated in a range of roles and a variety of industries implementing and supporting enterprise applications. With a background in software development, he has specialized in ERP and CPQ applications... Read More →
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
This session will include a presentation and demonstration of the new DTR 10.1 capabilities. This session will provide an opportunity to: * Get an overview of the new DTR 10.1 features * Understand how this release was developed with input from customer Feature Teams * See DTR 10.1 in action!
** Prerequisite for this session: Understanding of existing DTR functionality up to version 10.0.
As a Senior Implementation Consultant for the DTR Software product line for the last eighteen years, has worked directly with customers, support and education, development and sales to deliver services to customers for planning, education, implementation and efficient use of their... Read More →
This session will include an overall update of the Encompix product versions and general roadmap. Also, the benefits and advantages of our key add-on products will be outlined. We will highlight the support and services offered, with some key metrics and overview of the Aptean Connect Portal. This session will provide an opportunity to: * Become more knowledgeable on the features available with each of the recent product releases * Understand the benefits of add-on products integrated with Encompix * Learn how to access the Aptean customer portal
As Director of Axis, Encompix, and DTR, Mary Jo is responsible for support, services, and product development, as well as product roadmap ownership and vision. Mary Jo has been with Aptean for more than 20 years and has worked in the Research and Development and Operations Management... Read More →
Manager: Customer Solutions (Encompix), Aptean, Inc.
David Heverin has been with Encompix for 16 years with extensive experience in the implementation of Manufacturing and Financial software ranging from closed loop, distribution, financial and ERP systems. He has proven expertise in project management with successful implementation... Read More →
Tuesday May 1, 2018 9:15am - 10:45am EDT
Crown Conch
During this session we will review the most recent releases by Intuitive and the upcoming roadmap. Key customer metrics and an introduction by department heads will also be included.
Director of Product Management, Intuitive & Made2Manage, Aptean, Inc.
As Director of Product Management for the Made2Manage and Intuitive product lines, Jim is responsible for providing oversight over all strategic, tactical, and marketing aspects related to the Intuitive product, including product roadmap ownership and vision.With a background in public... Read More →
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
This session will be an overview of the M2M implementation of SSRS as the reporting engine within M2M that was introduced in 7.5. Simplified examples of additional filters, changes to existing reports, and creation of new reports using the RPWIZ tool will be shown.
Joan Baldwin is a Quality Assurance Architect with Aptean’s Made2Manage product line. She has been with the M2M product for over 18 years, spending the first 7 years in Customer Support before moving to work in R&D. Joan is currently focused on the 7.51 Beta program to deliver... Read More →
Sandip Kumar is a Development Architect with Made2Manage. He is with Made2Manage from past 11 years with 16 years of experience in software development. Sandip has seen Made2Manage evolving from 5.60 to 7.51 versions along with its conversion from VFP to .NET. He is a key person for... Read More →
This session will cover some of the tips and tricks for using M2M 7.5 to the fullest. We will review the use of ribbons, browse features, the Explorer features and some of the other new features introduced in M2M 7.5 and 7.51.
This session will include an overall update of the DTR product versions and general roadmap. Also, the benefits and advantages of our key add-on products will be outlined. We will highlight the support and services offered, with some key metrics and overview of the Aptean Connect Portal. This session will provide an opportunity to: * Become more knowledgeable on the features available with each of the recent product releases * Understand the benefits of add-on products integrated with DTR * Learn how to access the Aptean customer portal
As Director of Axis, Encompix, and DTR, Mary Jo is responsible for support, services, and product development, as well as product roadmap ownership and vision. Mary Jo has been with Aptean for more than 20 years and has worked in the Research and Development and Operations Management... Read More →
Asset Management is no longer an afterthought in plant operations. It is poised to benefit from the Industry 4.0 evolution as much as other aspects of plant operations. Join us to learn how your fellow manufacturers are utilizing asset maintenance today to ensure that operations can run on schedule and at capacity to deliver product as promised. We’ll also look toward the future as Industry 4.0 technologies such as predictive maintenance and IIoT can further empower the maintenance organization. .
This session will include a presentation and demonstration of the new Encompix 10.2 capabilities as well as an extended discussion about features under consideration for upcoming releases of Encompix. The future functionality portion of this session will be a highly-interactive roundtable session where we will discuss planned new features and solicit feedback. This session is intended for experienced Encompix users who want to participate in the product development process.This session will provide an opportunity to: * See an overview of the new Encompix 10.2 features * Provide feedback on Encompix 10.2 functionality * Review a list of features being considered for upcoming releases * Provide input on enhancements
** Prerequisite for this session: Understanding of existing Encompix functionality up to version 10.11.
Manager: Customer Solutions (Encompix), Aptean, Inc.
David Heverin has been with Encompix for 16 years with extensive experience in the implementation of Manufacturing and Financial software ranging from closed loop, distribution, financial and ERP systems. He has proven expertise in project management with successful implementation... Read More →
Rick Hunter brings 17 plus years of experience as a Senior Consultant implementing Encompix Software successfully in both Accounting and Manufacturing environments. He also brings in 3 years of experience implementing and running Encompix software as a customer. In his role he will... Read More →
Tuesday May 1, 2018 11:15am - 12:45pm EDT
Crown Conch
Director of Product Management, Intuitive & Made2Manage, Aptean, Inc.
As Director of Product Management for the Made2Manage and Intuitive product lines, Jim is responsible for providing oversight over all strategic, tactical, and marketing aspects related to the Intuitive product, including product roadmap ownership and vision.With a background in public... Read More →
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
This session will be an overview of the expanded user permissions and security capabilities of 7.51, including permissions by groups, permissions across companies, security policy changes such as password strength, auto lockout, and field permission control.
Joan Baldwin is a Quality Assurance Architect with Aptean’s Made2Manage product line. She has been with the M2M product for over 18 years, spending the first 7 years in Customer Support before moving to work in R&D. Joan is currently focused on the 7.51 Beta program to deliver... Read More →
Sandip Kumar is a Development Architect with Made2Manage. He is with Made2Manage from past 11 years with 16 years of experience in software development. Sandip has seen Made2Manage evolving from 5.60 to 7.51 versions along with its conversion from VFP to .NET. He is a key person for... Read More →
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
Mickey Orsban joined Made2Manage as an Implementation Consultant in July, 1997. Prior to joining Made2Manage Systems, Orsban held the Controller position at several manufacturing and construction companies. Orsban has over 35 years of experience in the Manufacturing and Construction... Read More →
We will discuss Electronic Data Interchange (EDI) and the internal departments that it affects along with the integration of the data with both Made2Manage and Intuitive. We will also cover Acclimate’s custom solutions for Business Process Automation. Attendees can expect to come away with a high level understanding of EDI, how Acclimate integrates with Aptean solutions, and other ways to leverage data for higher levels of automation in their organization.
Dave is a Supply Chain Industry leader with over 18 years experience in the EDI Industry and a proven track record of driving efficiencies, building businesses and developing outstanding customer and supplier relationships. He has led implementations for industry leaders in Retail... Read More →
This session will include a presentation and demonstration of the new Priority Tool in Master Scheduler in DTR 10.1. This session will provide an opportunity to: * Learn how the tool can be used to save time and minimize issues in the schedule * Find out how it integrates with the current priority system * Discover all the features of the new tool
** Prerequisite for this session: A good understanding of Master Scheduler up to version 10.0.
As a Senior Implementation Consultant for the DTR Software product line for the last eighteen years, has worked directly with customers, support and education, development and sales to deliver services to customers for planning, education, implementation and efficient use of their... Read More →
This session will wallk you through the Encompix Shipping Workbench, where you can perform all of your key shipping processes in one place. By the end of this session, you will have an understanding of: * How the Shipping Workbench allows you to prepare a shipment in advance * How to manage 'reference only' shipping lines * How to prepare a Preliminary Packing List * Preparation of the final packing list and shipping labels
** Prerequisite for this session: An understanding of basic order processing in Encompix
Manager: Customer Solutions (Encompix), Aptean, Inc.
David Heverin has been with Encompix for 16 years with extensive experience in the implementation of Manufacturing and Financial software ranging from closed loop, distribution, financial and ERP systems. He has proven expertise in project management with successful implementation... Read More →
Rick Hunter brings 17 plus years of experience as a Senior Consultant implementing Encompix Software successfully in both Accounting and Manufacturing environments. He also brings in 3 years of experience implementing and running Encompix software as a customer. In his role he will... Read More →
Tuesday May 1, 2018 1:45pm - 3:15pm EDT
Crown Conch
During this session you will be introduced to powerful tools to extend your Intuitive ERP footprint to the shop floor. Whether you want to implement barcoding to quickly and efficiently capture real time material and labor transactions or to set up shop terminals that will completely replace paper based shop documentation and allow users to record labor transactions, issue material and receive individual work orders, or simply to print barcode labels for your shipments or inventory locations or product identification, this session is for you. You will have a chance to hear about the real-life experience that Mary Alice Betts from ICTC Global Manufacturing Solutions and Alfonso Cartagena from Quality Manufacturing Services had with implementing these tools, why they value them and the benefits they were able to realize. This session is perfect for customers not currently using these options. We will focus on discussing three options for Intuitive ERP:
Shop Floor Manager o Deploy terminals throughout the entire shop floor o Implement paperless shop floor environment o Capture individual and team labor transactions for work orders o Process Material Issue and WIP Receipt transactions
Shop Floor Data Collection o Implement comprehensive barcoding system o Barcode a wide range of shop floor transactions such as Material Issues, WIP Receipts, Inventory Adjustments, Labor entries, etc. o Extend barcoding to your shipping and receiving departments
BarTender o Create your own custom barcode labels.
As a Senior Solutions Engineer, Dmitry is responsible for delivering software demonstrations to existing and new customers. In this capacity he works with companies to understand their business and systems requirements and to present appropriate software, service and customization... Read More →
During this session we will review best practices in regards to customizing standard reports in Intuitive (using Intuitive Reporting, versions 8.7 and higher). This session will be co-presented by Intuitive customer Quality Manufacturing Services.
During this session we will take a deep dive into some specific areas of the Sales Order process, specifically blanket orders, proforma invoices, prepayments and progress billing. Intuitive customers Cardinal Scale and Allied Systems will be co-presenting during this session to provide their real-world experience.
User group meetings are always a great place to reconnect with other Intuitive users and to meet new ones. Having a number of Aptean employees in the same location can also enhance my knowledge of the product.
I am the controller at Allied Systems Company in Sherwood, OR. We manufacture heavy equipment for a number of different industries. I've been with the company for almost 20 years and have worked with the Intuitive product for just as long.While I am fairly well versed in the Finance... Read More →
John has been with Aptean for 11 years. During his time with the company and its predecessors, he has served in a variety of capacities related to supporting, training, and consulting with client. He is currently the primary finance and reporting consultant, travelling to client... Read More →
Director of Product Management, Intuitive & Made2Manage, Aptean, Inc.
As Director of Product Management for the Made2Manage and Intuitive product lines, Jim is responsible for providing oversight over all strategic, tactical, and marketing aspects related to the Intuitive product, including product roadmap ownership and vision.With a background in public... Read More →
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
If you are running either Encompix or DTR there is an OpenEdge database under the covers. How well this OpenEdge environment is tuned determines the overall performance of the application. This session will walk through what a typical Database Health Check will look like showing charts and graphs, what they mean, and what things you can change in the configuration that will make a noticeable improvement in the applications performance. If you are responsible for either an Encompix or DTR environment, this is a must see session.
Mike Furgal started his career at Progress in 1989 in development. He has held many different roles during the time including working on the OpenEdge database product and managing different development teams working on the OpenEdge database. In 2012 he joined Bravepoint as Director... Read More →
Tuesday May 1, 2018 3:45pm - 5:15pm EDT
Crown Conch
Aptean EMF is an advanced alerting tool that will allow you to fully automate notifications and exception emails to customers, vendors and employees, and allows self serving of information from any device. This session will highlight real-world use cases implemented by customers that have allowed EMF to automate routine tasks and exception notices. You will hear from Hao Hoang from Qualitel Corporation and Jeff Rydel from Swift Textile Metalizing LLC on how they are using EMF in their companies to improve communication and to become more competitive.
As a Senior Solutions Engineer, Dmitry is responsible for delivering software demonstrations to existing and new customers. In this capacity he works with companies to understand their business and systems requirements and to present appropriate software, service and customization... Read More →
Intuitive customer Cardinal Scale has implemented a process that allows them to provide feasible delivery dates to customers, and to achieve these dates while maintaining manufacturing efficiencies. Attend this session to learn more about their implementation of CTP+ (and the new MRP+ capabilities we've provided to support their project).
During this session we will take a deep dive into some additional areas of the Sales Order process, specifically covering the full data flow including reporting, communication methods with customers during the order process, and the quote to sales order conversion process. Intuitive customer Cardinal Scale will be co-presenting during this session to provide their real-world experience.
User group meetings are always a great place to reconnect with other Intuitive users and to meet new ones. Having a number of Aptean employees in the same location can also enhance my knowledge of the product.
John has been with Aptean for 11 years. During his time with the company and its predecessors, he has served in a variety of capacities related to supporting, training, and consulting with client. He is currently the primary finance and reporting consultant, travelling to client... Read More →
This session will be an overview of the enhancements for lot and serial number tracking for M2M 7.51 including enhanced auto-generation capabilities, a re-designed ASSIGN form, mass movement of Lot/Serial transactions in INVTR and Shipping, and reporting of those lot and serial numbers.
Joan Baldwin is a Quality Assurance Architect with Aptean’s Made2Manage product line. She has been with the M2M product for over 18 years, spending the first 7 years in Customer Support before moving to work in R&D. Joan is currently focused on the 7.51 Beta program to deliver... Read More →
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
Mickey Orsban joined Made2Manage as an Implementation Consultant in July, 1997. Prior to joining Made2Manage Systems, Orsban held the Controller position at several manufacturing and construction companies. Orsban has over 35 years of experience in the Manufacturing and Construction... Read More →
This session will include an open discussion about features under consideration for upcoming releases of DTR. This session will be a highly-interactive roundtable session where we will discuss planned new features and solicit feedback. This session is intended for experienced Encompix users who want to participate in the product development process.This session will provide an opportunity to: * Re-examine a summary of features added at 10.1 * Review a list of features being considered for upcoming releases * Provide input on enhancements
** Prerequisite for this session: Understanding of existing DTR functionality up to version 10.1.
As a Senior Implementation Consultant for the DTR Software product line for the last eighteen years, has worked directly with customers, support and education, development and sales to deliver services to customers for planning, education, implementation and efficient use of their... Read More →
This session will include an in-depth demonstration and review of the new Encompix 10.2 Long Lead Item functionality for Direct Purchases. To frame the discussion, we will recap the pre-existing functionality for LLI stocked items, as well. By the end of this session, you will have an understanding of: * How long lead direct purchases are initiated * How long lead items are allocated to production job * Costing cosiderations applicable to the LLI job and the production job
** Prerequisite for this session: Understanding of basic Encompix functionality.
Manager: Customer Solutions (Encompix), Aptean, Inc.
David Heverin has been with Encompix for 16 years with extensive experience in the implementation of Manufacturing and Financial software ranging from closed loop, distribution, financial and ERP systems. He has proven expertise in project management with successful implementation... Read More →
Rick Hunter brings 17 plus years of experience as a Senior Consultant implementing Encompix Software successfully in both Accounting and Manufacturing environments. He also brings in 3 years of experience implementing and running Encompix software as a customer. In his role he will... Read More →
Wednesday May 2, 2018 9:00am - 10:30am EDT
Crown Conch
A favorite at our last conference, this session will provide you the opportunity to network with your fellow customers in a structured format. This second session is provided based on requests from attendees of the last conference and the Customer Advisory Board.
Director of Product Management, Intuitive & Made2Manage, Aptean, Inc.
As Director of Product Management for the Made2Manage and Intuitive product lines, Jim is responsible for providing oversight over all strategic, tactical, and marketing aspects related to the Intuitive product, including product roadmap ownership and vision.With a background in public... Read More →
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
This session will be an overview of the new optional Credit Card module for M2M 7.51. This module will allow you to accept credit card payments for immediate charge or authorize the card for later payment, which automates the processing of these payments.
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
This session will be an overview of the capability of the Advanced Scheduling module which showcases finite scheduling supporting both capacity and material shortages, and the ability to promise delivery dates for orders (CTP).
Yaron is the head of M2M Planning &Scheduling since 1998. Yaron got is Master degree in Operation Research from the Technion – Israel Institute of Technology. He has 30 year experience in development and product management of Planning and Scheduling applications.
Very analytical with extensive experience across multiple functions of global supply chain, including manufacturing/operations, planning & scheduling, inventory management, logistics & distribution, and procurement. Currently lead process re-engineering and M2M implementation initiatives... Read More →
This session will focus on new technical additions to the M2M 7.51 product. Included will be an overview of the new Enhanced Auditing capabilities, Expanded Document Numbering, and the re-write of Data Archiving for M2M.
Joan Baldwin is a Quality Assurance Architect with Aptean’s Made2Manage product line. She has been with the M2M product for over 18 years, spending the first 7 years in Customer Support before moving to work in R&D. Joan is currently focused on the 7.51 Beta program to deliver... Read More →
Sandip Kumar is a Development Architect with Made2Manage. He is with Made2Manage from past 11 years with 16 years of experience in software development. Sandip has seen Made2Manage evolving from 5.60 to 7.51 versions along with its conversion from VFP to .NET. He is a key person for... Read More →
So many Quality Managers struggle to maintain the balance between data entry and data analysis. They want less of the former and more of the latter! This balance is almost impossible to maintain when running a standalone, paper-based quality management system. Every material, part revision, customer and supplier code and much more data must be re-typed manually into separate forms. Imagine a world where all of your critical Aptean ERP data is integrated real-time into a full suite of Quality Management modules, AND with instant analytical output that your quality manager can only dream about:
- Over 800 live Quality Metrics and over 100 Standard Reports - Over 80 Quality Trend Analysis Graphs to Measure Continual Improvement - Advanced Inspections Module including Bubble Drawing and Wireless Data Entry - NEW Web and Portal Technology to directly include your Customers and Suppliers - …And much more!
Join us and learn how Quality for Aptean by uniPoint will integrate into your live ERP data and free-up hundreds of hours each year in your quality department. Take your Quality System to the Next Level!
Prior to her 9 years at uniPoint Software, Patty served in the Manufacturing ERP arena for over 16 years in sales and customer service. Her role is to assist the Synergy staff in communicating about and demonstrating how the uniPoint Quality solution integrated to your Visual ERP... Read More →
This session will include a presentation of Rocket CorVu including the latest tools and enhancements enabling you to create interactive dashboards and analytical reports. This session will provide an opportunity to: * Learn how to simulatenously connect to multiple data sources and utilize "objects" to collect, visualize, and report dataThis session will include a presentation of Rocket CorVu including the latest tools and enhancements enabling you to create analytical reports. This session will provide an opportunity to: * Learn how to simultaneously connect to multiple data sources and utilize "objects" to collect, visualize, and report and analyze data * Create multi-level drill down reports with filters, formulas and summarizations, of data. ** Prerequisite for this session: Some knowledge of CorVu helpful but not required.
* Create multi-level drill down reports with filters, formulas, summarization, and forecasting capabilities * Access and deploy web-enabled performance reporting through HyperVu, an add-on module to Rocket CorVu.
** Prerequisite for this session: Some knowledge of CorVu helpful but not required
Greg has 10 years of experience with the DTR product and 20 years of ERP experience in various areas including Implementation consultant, Support, Education, and Technical Services.
As a Senior Implementation Consultant for the DTR Software product line for the last eighteen years, has worked directly with customers, support and education, development and sales to deliver services to customers for planning, education, implementation and efficient use of their... Read More →
Wednesday May 2, 2018 11:00am - 12:30pm EDT
Triton
This session will include an in-depth demonstration and review of the new Encompix 10.2 Basic and Advanced Scheduling functionality. An overview of the various Encompix scheduling options will be provided. By the end of this session, you will have an understanding of: * What scheduling methods are available with the core Encompix product and what methods are add-on products * The general configuration required for Basic and Advanced Scheduling * The difference between Basic and Advanced Scheduling * The flow of information between Encompix and the white board scheduler * Views and reports available to evaluate job schedules, capacity, and constraints
** Prerequisite for this session: An understanding of basic scheduling concepts.
Yaron is the head of M2M Planning &Scheduling since 1998. Yaron got is Master degree in Operation Research from the Technion – Israel Institute of Technology. He has 30 year experience in development and product management of Planning and Scheduling applications.
Manager: Customer Solutions (Encompix), Aptean, Inc.
David Heverin has been with Encompix for 16 years with extensive experience in the implementation of Manufacturing and Financial software ranging from closed loop, distribution, financial and ERP systems. He has proven expertise in project management with successful implementation... Read More →
Wednesday May 2, 2018 11:00am - 12:30pm EDT
Crown Conch
This session will focus on best practices surrounding the area of customizations, including the key steps during an engagement with Intuitive's customization group and key areas of consideration during a planned upgrade.
Director of Product Management, Intuitive & Made2Manage, Aptean, Inc.
As Director of Product Management for the Made2Manage and Intuitive product lines, Jim is responsible for providing oversight over all strategic, tactical, and marketing aspects related to the Intuitive product, including product roadmap ownership and vision.With a background in public... Read More →
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
This session will focus on the use of Cost Centers within Intuitive and how they can be set up and leveraged for information gathering. Intuitive customer International Manufacturing Services will be co-presenting this session.
John has been with Aptean for 11 years. During his time with the company and its predecessors, he has served in a variety of capacities related to supporting, training, and consulting with client. He is currently the primary finance and reporting consultant, travelling to client... Read More →
V. P. Operations, International Manufacturing Services
Costing, operations accounting, MRP, 3rd party API shop floor management solutions, experience with customizations in iERP, BOM, Routings, Work centers and standard processes use.
Intuitive 9.0 now provides an automated method to sell, track and ultimately bill customers for serrvice work performed by your organization. Join us during this session to learn about the new Service Order feature and the various options it provides. Intuitive VAR Graham Fallwell and Intuitive customer Preferred Utilities will provide their experience using Service Orders in Intuitive 9.0.
Winter Hao is an accomplished ERP professional with over 20 years of experience implementing and supporting introduction and upgrade of new software systems. He has specialized in ERP and Configurator software designed specifically for discrete manufacturers, providing leadership... Read More →
A favorite at our last conference for the Intuitive product line, this session will provide you the opportunity to network with your fellow customers in a structured format.
Director of Product Management, Intuitive & Made2Manage, Aptean, Inc.
As Director of Product Management for the Made2Manage and Intuitive product lines, Jim is responsible for providing oversight over all strategic, tactical, and marketing aspects related to the Intuitive product, including product roadmap ownership and vision.With a background in public... Read More →
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
Advanced Reporting allows users to easily create custom reports, based on financial and operational data within their ERP system. During this session we will focus on the features of the new 8.0 version including the web interface that allows users to run all of their reports from a web browser; ability to schedule when reports are to be run and automatically emailing them to users; new graphing engine that allows users to add multiple graphs to any report in the system; and the powerful drag-and-drop report creation capabilities. Imagine being able to start with a high-level report and then drill-down into the details of each cell—right to the source document. The Scheduler makes distribution of the reports a breeze. Simply schedule a particular report to automatically run once an hour/day/week/etc. and email it to interested users. In addition, users can create interactive dashboards, manage financial budgets, and perform all multi-company consolidation activities. You will have a chance to hear about the real-life experience that Tonya Butler from Pipp Mobile (Made2Manage customer) and Hao Hoang from Qualitel Corporation (Intuitive customer) had with implementing Advanced Reporting, why they value the tool and the benefits they were able to realize from using it. This session is perfect for Intuitive, Made2Manage and Encompix customers not currently using this product. We will specifically show you how Advanced Reporting can help you: • Run reports from a web browser. • Use dashboards to analyze your company performance. • Create new reports using drag-and-drop functionality. • Drill into transactional details from any report or dashboard. • Consolidate financial and operational data between multiple companies. • Use Scheduler to automate report generation and distribution.
As a Senior Solutions Engineer, Dmitry is responsible for delivering software demonstrations to existing and new customers. In this capacity he works with companies to understand their business and systems requirements and to present appropriate software, service and customization... Read More →
This session will uncover the data that is most useful at the point of shipping for UPS, FedEx, LTL and other carriers. See how your ERP’s order header, order line item, customer master, and item master play a role in supplying data to the shipping software in order to execute business rules, apply carrier add-on services like Bill Third Party, Email Notification, and ship to international destinations. And finally learn about the importance of data accuracy and consistency to ensure orders ship correct, packages are delivered on time and without incurring additional fees.
President & CEO, DigitalShipper Logistics Software
Mr. Everson is President of DigitalShipper, a logistics automation software company specializing in the development of carrier compliant shipping execution software for automating the processing of small parcel and LTL shipments.DigitalShipper customers are distribution companies... Read More →
Lisa Renfroe joined DigitalShipper in 1999 and is responsible for overseeing DigitalShipper’s product development; managing the relationships with all carrier and strategic partners; and creating, managing and executing all marketing strategies that supports the business growth... Read More →
This session will include a presentation and overview of various tips, shortcuts, guides and frequently asked questions in regards to the overall system usage of DTR. This session will provide an opportunity to: * Learn about various system processes and functionas you did not know about before * Acquire best practices applicable to various modules within DTR * Ask questions about features/functionality in unfamiliar areas of the application
As a Senior Implementation Consultant for the DTR Software product line for the last eighteen years, has worked directly with customers, support and education, development and sales to deliver services to customers for planning, education, implementation and efficient use of their... Read More →
During this session you will learn how the CADLink Interface will automate routine tasks within the engineering department by allowing users to easily create and maintain item masters and bills of materials in the ERP system. CADLink is available for CAD applications like SolidWorks, Autodesk Inventor, Solid Edge and others as well as for PDM applications such as SolidWorks PDM Professional, Autodesk Vault, and others. The bi-directional synchronization capabilities of the interface help engineers to identify discrepancies between the data in the CAD model and ERP system and to quickly and easily resolve them. Engineers can map various item data fields to the model properties, thus storing and synchronizing vital product information directly within the CAD model. You will have a chance to hear about the real-life experience that other companies had with implementing CADLink, why they value the tool and the benefits they were able to realize from using it. You will hear from Lisa Santoro from Goldenrod Corporation that uses CADLink with Autodesk Inventor, as well as from Glen Richardson from Warrior Rig Technologies that uses CADLink with SolidWorks. This session is perfect for Intuitive ERP, Made2Manage and Encompix customers not currently using this product. During this session you will learn how this interface can help you to: • Create and maintain item masters in the ERP for parts or assemblies within the CAD model. • Create and edit bills of materials records within the ERP by outputting them from the CAD application. • Identify and resolve discrepancies between the item properties in the ERP system and the CAD model. • Manage Job BOM’s (Made2Manage version) • Synchronize bills of materials in real time, while maintaining revisions control. • Identify parts within the CAD model that should not be brought into the ERP BOM (e.g. reference models, etc.) • Add parts to the ERP BOM that do not exist in the model (e.g. paint, lubricants, packaging, etc.) • Store and synchronize the fields within the ERP item master directly within the CAD model properties.
As a Senior Solutions Engineer, Dmitry is responsible for delivering software demonstrations to existing and new customers. In this capacity he works with companies to understand their business and systems requirements and to present appropriate software, service and customization... Read More →
Intuitive Reporting (introduced in the Intuitive 8.7 release) provides the ability to view any report data in either a grid format or a pivot table (in addition to the traditional print-style presentation). These grids and pivot table presentations provide tremendous opportunity for on-screen data analysis by users. Attend this session to get inspired about what grids and pivot tables can do for you. Intuitive customer Phonon will co-present this session.
Director of Product Management, Intuitive & Made2Manage, Aptean, Inc.
As Director of Product Management for the Made2Manage and Intuitive product lines, Jim is responsible for providing oversight over all strategic, tactical, and marketing aspects related to the Intuitive product, including product roadmap ownership and vision.With a background in public... Read More →
Intuitive 9.0 provides significant enhancements in serial number capabilities, including the ability to establish specific parent-child serial number relationships at the time of issuing or receiving goods during the manufacturing process, as well as enhanced serial number reporting. Attend this session to learn more about utilizing serial numbers in Intuitive.
Winter Hao is an accomplished ERP professional with over 20 years of experience implementing and supporting introduction and upgrade of new software systems. He has specialized in ERP and Configurator software designed specifically for discrete manufacturers, providing leadership... Read More →
This session will review the capability of Events and Actions to create automatic notifications to internal and external users including the new Global Notifications functionality.
Sandip Kumar is a Development Architect with Made2Manage. He is with Made2Manage from past 11 years with 16 years of experience in software development. Sandip has seen Made2Manage evolving from 5.60 to 7.51 versions along with its conversion from VFP to .NET. He is a key person for... Read More →
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
Mickey Orsban joined Made2Manage as an Implementation Consultant in July, 1997. Prior to joining Made2Manage Systems, Orsban held the Controller position at several manufacturing and construction companies. Orsban has over 35 years of experience in the Manufacturing and Construction... Read More →
Advanced Quality by uniPoint is a powerful tool that can help you to get a firmer grip on the quality initiatives, on tracking non-conformances and corrective preventative actions, on performing and recording detailed inspection results, and overall tracking the cost of quality in your company. If you are in a regulated industry, have to maintain a quality certification or just want to improve how you track quality for your products, this session is for you. The goal of this session is to provide you with a good overview of the Advanced Quality capabilities and to discuss how other companies that had used this tool for a while utilize the system. You will hear from Mike Moellenbeck from Warrior Rig Technologies and Jeff Rydel from Swift Textile Metalizing about their use of Advanced Quality and will learn how they were able to implement comprehensive quality initiatives and improve their product quality through the use of the system. This session is perfect for Intuitive, Made2Manage and Encompix customers who currently do not have Advanced Quality and would like to learn from users about their experiences or those who already have Advanced Quality and would like to increase their understanding of the tool and its capabilities.
As a Senior Solutions Engineer, Dmitry is responsible for delivering software demonstrations to existing and new customers. In this capacity he works with companies to understand their business and systems requirements and to present appropriate software, service and customization... Read More →
A small amount of SQL knowldege goes a long way in being able to gather data from the database. A number of optional reporting products utilize SQL views for a consistant information source, and this session will provide an understanding of how you can take advantage of this data. Intuitive customers Sudenga and Preferred Utilities will co-present this session.
Neil Hudson has spent over 20 years in the software customer support and service business. Neil has been with Aptean for over 15 years supporting Intuitive, including roles as support manager, support analyst and QA/testing focusing on technical issues.
Very analytical with extensive experience across multiple functions of global supply chain, including manufacturing/operations, planning & scheduling, inventory management, logistics & distribution, and procurement. Currently lead process re-engineering and M2M implementation initiatives... Read More →
This overview session will focus on the Aptean Product Configurator and its ability to transform the quoting and ordering processes for companies with complex product or service requirements, including build to order environments.
We will review the ability to lead your customer service team through the configure to order process, while automatically building: • Bills of Material • Routings • Costs • Pricing Information • And More!
The session will include a discussion with Made2Manage customer CraftBilt Manufacturing and the benefits they have received using the product. Come join us to learn how to leverage these capabilities and extend your Intuitive and Made2Manage capabilities.
Senior Customer Solutions Consultant - Product Configurator, Aptean, Inc.
Stephen is an experienced enterprise application consulting professional who has operated in a range of roles and a variety of industries implementing and supporting enterprise applications. With a background in software development, he has specialized in ERP and CPQ applications... Read More →
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
This session will be an open roundtable discussion regarding all aspects of Finance and Shop Floor within DTR. This session will provide an opportunity to: * Share ideas about best practices regarding finance and shop floor * Brainstorm and collect ideas from other DTR customers on challenging operational problems * Discuss problems and learn solutions from the DTR team and other DTR customers
As a Senior Implementation Consultant for the DTR Software product line for the last eighteen years, has worked directly with customers, support and education, development and sales to deliver services to customers for planning, education, implementation and efficient use of their... Read More →
In this session, you will learn how to unlock the information within your Encompix ERP system and turn the raw data into something usable and powerful. Successful organizations today build their operations around decision making based on tangible data, and key performance indicators play an important role in that decision making process. This session will provide an opportunity to: * Learn the basics about building a KPI dashboard * See the overall power of the Advanced Reporting tool for building financial and operational reports * Understand the drill-down capability to provide even better access to the underlying data
** A prerequisite for this session is a basic understanding of Advanced Reporting concepts.
Rick Hunter brings 17 plus years of experience as a Senior Consultant implementing Encompix Software successfully in both Accounting and Manufacturing environments. He also brings in 3 years of experience implementing and running Encompix software as a customer. In his role he will... Read More →
Have you seen the latest features in Advanced Reporting?Version 8 includes an updated Scheduler. unlimited browser users, new graphs, and a new dashboard tool.Do you have your organization specific financial statements in AR?Are you utilizing operational reports in AR?Ask me about... Read More →
Thursday May 3, 2018 8:00am - 9:30am EDT
Crown Conch
This session will provide tips, tricks and best practices in the accounting area of Intuitive. Over his years as an Intuitive consultant, John Scott has seen and helped implement a number of tools that assist accountants during their everyday tasks and will share several highlights during this session.
John has been with Aptean for 11 years. During his time with the company and its predecessors, he has served in a variety of capacities related to supporting, training, and consulting with client. He is currently the primary finance and reporting consultant, travelling to client... Read More →
Neil Hudson has spent over 20 years in the software customer support and service business. Neil has been with Aptean for over 15 years supporting Intuitive, including roles as support manager, support analyst and QA/testing focusing on technical issues.
This session will be an overview of M2M's Shop Floor Manager application which provides two way communication for your shop floor workers including dispatching of work, viewing of documents, collection of labor, issuing of inventory to jobs, and moving those products to inventory.
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
Joan Baldwin is a Quality Assurance Architect with Aptean’s Made2Manage product line. She has been with the M2M product for over 18 years, spending the first 7 years in Customer Support before moving to work in R&D. Joan is currently focused on the 7.51 Beta program to deliver... Read More →
This shared session will help you to understand the benefits of the Advanced Shipping by Digital Shipper add-on solution. We will demonstrate the capabilities of this true enterprise-level shipping application, including rate shopping, LTL Automation, International Automation, Hazardous Materials Automation, and more. By the end of this session, you will have an understanding of how you can utilize Advanced Shipping and your Aptean solution to:
* Simplify shipping for any major carrier, as well as regional carriers * Produce required paperwork for international shipments * Track shipments between you and your customers
President & CEO, DigitalShipper Logistics Software
Mr. Everson is President of DigitalShipper, a logistics automation software company specializing in the development of carrier compliant shipping execution software for automating the processing of small parcel and LTL shipments.DigitalShipper customers are distribution companies... Read More →
Lisa Renfroe joined DigitalShipper in 1999 and is responsible for overseeing DigitalShipper’s product development; managing the relationships with all carrier and strategic partners; and creating, managing and executing all marketing strategies that supports the business growth... Read More →
Aptean Analytics provides lightning-fast business intelligence data via a number of pre-built dashboards covering the full range of information in your ERP system. Each chart within a dashboard can be displayed in multiple dimensions summarizing information across a number of different key categories as well as to provide analysis across various time periods. Full drill-down capabilities provide the ability to understand the detail that is being summarized. During this session we will review how users can access Aptean Analytics using a web browser and to use its powerful associative discovery features to instantaneously get an insight into their company performance across a wide range of areas including sales, production, inventory, shipping, purchasing, financials, etc. Hear from Larry Hicks from Cardinal Scale about their use of analytical tools and the benefits they get from better utilizing data. This session is perfect for Intuitive and Made2Manage customers who currently do not have Aptean Analytics and would like to learn how this tool through its pre-configured out-of-the-box dashboards and vary rapid implementation could help them to better understand their business. Attend this session to learn more about the information Aptean Analytics can provide for you.
As a Senior Solutions Engineer, Dmitry is responsible for delivering software demonstrations to existing and new customers. In this capacity he works with companies to understand their business and systems requirements and to present appropriate software, service and customization... Read More →
There are a number of tools available to M2M customers that aren’t widely known about. Attend this session to learn about Contact Manager, Margin Analyzer, BOM Importer and Business Analysis reports and how they can be utilized to enhance your Made2Manage implementation.
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
This three-hour post conference training session will focus on creating .NET customizations using the Intuitive Framework. Customization exercises and developer utilities will be provided. You will have the opportunity to ask questions regarding customizations and learn new tips and tricks. This session is perfect for software developers, system analysts and programmers that are currently working on customization projects. • Prerequisites: Development experience in software development and/or custom modification; an understanding of object-oriented development principles; building SQL statements; Microsoft Visual Studio and the .NET Framework.
Intuitive's Web API provides the ability to integrate with outside systems while still utilizing the business logic within Intuitive. This three-hour post conference training session will provide you with the keys to getting started with the Intuitive Web API.
Intuitive Reporting provides simple tools to create custom reports based on your specific needs. This three-hour post conference training session will guide you through the tools available within Intuitive Reporting to create custom reports.
John has been with Aptean for 11 years. During his time with the company and its predecessors, he has served in a variety of capacities related to supporting, training, and consulting with client. He is currently the primary finance and reporting consultant, travelling to client... Read More →
Director of Product Management, Intuitive & Made2Manage, Aptean, Inc.
As Director of Product Management for the Made2Manage and Intuitive product lines, Jim is responsible for providing oversight over all strategic, tactical, and marketing aspects related to the Intuitive product, including product roadmap ownership and vision.With a background in public... Read More →
Jim started his career as an engineer in the manufacturing sector. He also has worked as a consultant for various firms implementing ERP packages, including Made2Manage. Jim has been with Aptean for 13 years. During his time with Aptean, he met many of you in his roles as a Solution... Read More →
This discussion will be for experienced users of Advanced Scheduling. We will be reviewing advanced topics and discussing ways to get the most out of your Advanced Scheduling system.
Yaron is the head of M2M Planning &Scheduling since 1998. Yaron got is Master degree in Operation Research from the Technion – Israel Institute of Technology. He has 30 year experience in development and product management of Planning and Scheduling applications.
As Customer Success Team Director of Made2Manage, Intuitive & Product Configurator, Pandu is responsible for Support, Services, and other Operational responsibilities for each of the Product lines, as well as Product Roadmap Vision. Pandu has been with Aptean for 10+ years implementing... Read More →
