Name: Project Job Management (PJM) Network Meeting
Start: 2024-05-21T13:00:00-0400
End: 2024-05-21T17:00:00-0400

For more information about TUG CONNECTS 2024: ignite!, please visit www.tugconnects.com

Project Job Management (PJM) Network Meeting

Welcome back for our second annual PJM on-site meeting. Much has been accomplished in the past year, and we are excited to share our current progress and discuss where we go from here.

Agenda:
Review / Update our Mission Statement

How do we leverage the TUG Group and bring more value to each of us

Year in Review

What was accomplished and not accomplished
Present previous updates and demo key features

Current Development Plan

Show the current development plan and highlights for what is to come

CloudSuite Integration and Updates

Show new CloudSuite features that are integral to PJM
Have Infor come in to talk about automation of AP

3rd Party Plug-In Software to Consider

Reporting Tools (Phocas)
Birst Reports (Dragon)
Shopping Cart (Unilog)

Training Needs and Requirements

Reports

Round Table Discussion

Future Development Request
- ERS and how to submit
- Processes to compare
  - Credits
  - MISC transactions
  - Commissions
  - Job Closing
  - New Releases
  - Warehouse Quoted Price (Lot Pricing)

Speakers

Bill Payne

CEO, Agile Dragon Group

Bill Payne is the founder and CEO of Agile Dragon Group, a long time Infor Birst partner serving the CSD community as well as the Birst community at large. He has over 10 years of hands-on implementation experience with Birst including 4 years within Birst’s services organization... Read More →

Diane Dunbar

Director, CSD Solution Consulting, Infor

I started working with software companies service wholesale distribution in 1992. I spent the first few years of career working in sales and the next few years in implementation. In 2002 I moved into a pre-sales/Solution Consulting role and joined Infor in 2012. In 2022 I was promoted... Read More →