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Monday, May 20
 

9:00am EDT

TUG Leadership Development Program (Invitation only)
TUG Network Leaders and Board Members will gather for a strategy meeting and leadership development training.
Monday May 20, 2024 9:00am - 5:00pm EDT
Dade Room
  Meals and Networking

3:00pm EDT

Registration Desk Open
Come here to register when you arrive, ask questions about the conference, restaurants, etc., or just to visit with our friendly team members who are always happy to see you! Open daily during conference hours.
Monday May 20, 2024 3:00pm - 6:00pm EDT
Solutions Center Pre-function space
  Meals and Networking, All Attendees

7:00pm EDT

TUG Leadership Dinner (Invitation only)
Monday May 20, 2024 7:00pm - 9:00pm EDT
Floridian Ballroom J-K-L
  Meals and Networking
 
Tuesday, May 21
 

7:00am EDT

Presenter's Safety and Security Briefing
All presenters must attend any one of our three sessions. We will review hotel safety and security procedures and cover any last-minute questions.
Tuesday May 21, 2024 7:00am - 7:30am EDT
Floridian Ballroom I
  Meals and Networking, All Attendees

7:00am EDT

Breakfast
Breakfast is served.
Tuesday May 21, 2024 7:00am - 8:30am EDT
Floridian Ballroom A-F
  Meals and Networking, All Attendees

8:30am EDT

Automotive Network Meeting
Join us for our second annual network meeting for the Automotive network. The following topics will be covered, and we welcome any feedback from our attendees for further discussions:

• Cores in CSD and limitations
• Pros and Cons of ISM vs VA vs Kits in a service business
• Recalls
• Next steps, and general Q&A
Speakers
DB

Doug Buskard

Product Manager, Infor
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 30 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e for 23 years and is now working with CSD.He... Read More →
avatar for Della Coffelt

Della Coffelt

CIO, Distributors Corp of America
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →
avatar for Trevor Walker

Trevor Walker

Service Specialist, Northwest Drive Train
This will be my seventh time attending (if you count 2021's virtual conference) TUG Connects and I am thinking that this year is going to be pretty epic! I look forward to reconnecting with those of you that I already know and also can't wait to make some new connections. I will be... Read More →

Tuesday May 21, 2024 8:30am - 10:00am EDT
Hamilton Room
  All Platforms, All Attendees

8:30am EDT

HVACR Network Meeting
For all HVACR distributors, join us for a collaborative meeting to discuss topics relevant to our industry on a variety of topics. Our tentative agenda includes:

• Event Management Workflows for streamlining business processes
• Giving our customers direct connections to our ERP for faster access to relevant information
• AI / Machine Learning Tools: what's available, how is it being used
• CSD functionality enhancements: EPA, Refrigerant handling, etc.
• General discussion about industry changes and other topics of interest to the group
Speakers
avatar for Brandon Stacken

Brandon Stacken

Sr. Solution Consultant, Infor
avatar for Erica Svahnberg

Erica Svahnberg

MIS, Charles D Jones & Co., Inc

Tuesday May 21, 2024 8:30am - 10:00am EDT
Manatee Room
  All Platforms, All Attendees

8:30am EDT

eCommerce Network Meeting
Looking to improve your eCommerce customer journey & grow sales? Join George Temple (GSG) & Jeremy Ott (Reinders) to find out how your peers are growing their eCommerce business with a user lead panel discussion and in-depth roundtable discussions.

The first part of the network meeting will be a TUG user panel discussion covering the "Keys to Success: The A-Z of Launching or Re-platforming an E-commerce Website". The panelists for this topic will be Molly Williams (Centro Inc.), Scott Detar (E.B.Bradley Co.), & Jeremy Ott (Reinders). This panel discussion will cover Q & A topics ranging from:
  • The Why? Why make this change to launch or re-platform a website?
  • eCommerce platform selection process
  • Integrating Infor ERP to the eCommerce platform
  • The wins & strategies for a successful launch
After the panel discussion, join us to learn best practices in eCommerce management, co-piloting AI & eCommerce, personalization, digital marketing (social/email/branding), sales rep engagement, KPIs to measure growth (ecommerce & Digital Marketing), omni-channel experience, optimization tools, web chat, SEO & more in our round table discussions!

Whether you are just starting in eCommerce & digital marketing, or you have had a website for many years, you'll leave this meeting with ideas & strategies to bring back to your company and position yourself ahead of the competition.
Speakers
avatar for Jeremy Ott

Jeremy Ott

Director of eCommerce & Digital Marketing, Reinders, Inc.
avatar for George Temple

George Temple

Director of Customer Experience, GSG
Hi,     I’m George Temple, Director of Customer Experience, at GSG (Graphic Solutions Group). I have worked in distribution for 20 years, and the majority of my experience has been within the graphic markets industry. Throughout my career I’ve had great experiences helping... Read More →
avatar for Scott Detar

Scott Detar

eCommerce Development / Management, E.B. Bradley Co.
avatar for Molly Williams

Molly Williams

eCommerce Development / Management, Centro Inc.

Tuesday May 21, 2024 8:30am - 12:00pm EDT
Orange Room
  All Platforms, eCommerce

8:30am EDT

Assembly & Service - ISM Network Meeting
Join us for an update on all things Assembly & Service in regards to Infor Service Managemenet. Topics to be covered are:

1.Intro, Goals of the SIG, Joining our SIG. Lets be a VOICE in the Service and Assembly World.
2.Case Study – Ryan Deckard (Reinders)
3.Case Study – Implementing CSD and ISM (Roger Abrahams – OTC)
4.What ISM Resources are available, or do you draw on?
5.Single Source Introduction/ISM Presentation – CSD/ISM Integration (Gordon Smith)
6.General ISM ERS Item Discussion.
7.ISM Panel Question and Answer Period! - Ask your ISM Questions!
8.What can we do better as a group? Future Webinar Topics.
9.Meeting Wrap up!

Please Note Our CSD Value Add portion of the Assembly and Service Meeting is in the Afternoon!
Speakers
JS

Jessica Stoykewych

Product Manager, Infor
RD

Ryan Deckard

ERP Manager, Reinders, Inc.
avatar for John Kociuba

John Kociuba

Business Consultant, NSA Professional Services
In August 2023 John joined the NSA team. With over thirty years of experience in the distribution and remanufacturing industry, he has a true understanding of the needs and connectivity challenges of all aspects of the sales and distribution business. John has learned about operational... Read More →
avatar for Roger Abrahams

Roger Abrahams

SVP - IT, OTC Industrial
I am passionate about driving growth using technology and ensuring that the needs of the business are met and exceeded. Before joining OTC in June of 2022, I spent the last 21 years as an independent consultant, creating business strategies and driving change across a significant... Read More →

Tuesday May 21, 2024 8:30am - 12:00pm EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

8:30am EDT

Products and Pricing Network Meeting
Join us for a healthy discussion on pricing strategies, product data management, and their associated challenges and solutions.
Speakers
avatar for Brandon Stacken

Brandon Stacken

Sr. Solution Consultant, Infor
avatar for Kevin Young

Kevin Young

Product/Pricing Manager, SMC
avatar for Dale Haynes

Dale Haynes

VP Purchasing, Reinders
avatar for Della Coffelt

Della Coffelt

CIO, Distributors Corp of America
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →

Tuesday May 21, 2024 8:30am - 12:00pm EDT
Collier / Columbia Room
  Infor CSD & Infor SX.enterprise, Pricing, Purchasing / Inventory Management

8:30am EDT

Technical CSD/SX.e Network Meeting
This meeting is for SX.e and CSD users alike with a focus on the technical side. We’ll dig into several topics including:

UPDATED SCHEDULE
• Open Q&A with Infor’s Chris Weaver and Julie Baltes on CSD, Cloud and Latest Happenings in the Technology Stack of CSD and Infor

10:30am – Noon
• A panel discussion focusing on Network Architecture and you Infor Cloud Environment (SDWAN, Network, Decentralized Printing, DNS, SSO/MFA, Firewalls, webRF, Monitoring and the Cloud environment)
• Group Discussion Extends to On-Prem, GUI and CHUI topics for staying on-prem vs. migrating to the Cloud,
• Open Q&A with Infor
Speakers
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →
avatar for Chris Weaver

Chris Weaver

VP, Software Development, Infor
avatar for David Church

David Church

IT Applications Manager, First Supply LLC

Tuesday May 21, 2024 8:30am - 12:00pm EDT
Floridian Ballroom G-H
  Infor CSD & Infor SX.enterprise, Technical

8:30am EDT

WMS Network Meeting
Are you running TWL, WMS or any other Warehouse Management system? Even if you’re just thinking about adding a WMS solution, join this meeting for in-depth discussions on the following:

• An overview of the TUG forums, relevant Enhancement Requests, and other sessions of interest being presented during the conference.
• Lydia Voice Picking
• Robotics in the warehouse
• Moving from Telnet to Web RF
• User presentation their warehouse expansion
• TWL or WMS – which solution is right for company?
• Roundtable sessions to discuss topics of interest to users
Speakers
avatar for Jeremiah Stone

Jeremiah Stone

Professional Services, Infor
DB

Doug Buskard

Product Manager, Infor
avatar for Barry Cooper

Barry Cooper

Senior Business Consultant, NSA
avatar for Gord Crober

Gord Crober

Facilities & Logistics Manager, Kerr Controls Ltd.
JR

Josh Rudrow

Logistics Manager, Rowleys Wholesale
avatar for Andrew Weith

Andrew Weith

Founder, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
avatar for Bud Budney

Bud Budney

Sr. Customer Solutions, Strategic Alliances, Onboarding and Enablement, Sequoia Group, Inc
I have been consulting in the Distribution, Manufacturing, and Warehousing industry for over 35 years. Working with companies to improve operations through software and hardware changes. Increasing efficiency while reducing cost. With over 35+ years of experience from being a Sr... Read More →

Tuesday May 21, 2024 8:30am - 12:00pm EDT
Gilcrest Room
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

8:30am EDT

Inventory Management Group Network Meeting
We invite you to collaborate with the IMG Network and inventory expert Grant Howard on inventory related topics, best-practices, and procedures. Be ready for an action packed, interactive discussion on inventory trends, system settings, and much more. We are excited for you to meet with experts in inventory management and discover valuable information you can take back to your organization to use. Bring your questions, ideas, and your knowledge to this DO NOT MISS network meeting. We cannot wait to participate and ignite this IMG Network Meeting!
Speakers
avatar for Steve Lewis

Steve Lewis

Solution Consultant, Infor
avatar for Kyle Dinaut

Kyle Dinaut

Purchasing Agnet, Kerr Controls Ltd
Kyle has been a Purchasing Agent at Kerr Controls in Nova Scotia for the past 8 years, using SXE GUI, recently moving to WebUI on-prem. Prior to working at Kerr Controls, he worked for another wholesale distributor for 3 years, using Trend. Before that he was a purchaser for 10 years... Read More →
avatar for Brandy Meeker

Brandy Meeker

Director of Procurement, SMC
avatar for Dale Haynes

Dale Haynes

VP Purchasing, Reinders
avatar for Darrin Fravel

Darrin Fravel

Director of Procurement, SMC
I have worked at SMC for the last 35 years. The last 25 years I was Branch Manager at our Chillicothe location. This year I accepted a new position as Direct of Procurement. Along with Brandy Meeker we are in charge of a our company migration to a centralized Procurement solution... Read More →
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →

Tuesday May 21, 2024 8:30am - 12:00pm EDT
Floridian Ballroom I
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management |   Infor FACTS, Purchasing / Inventory Management |   Infor A+, Purchasing / Inventory Management

10:00am EDT

AM Break
Coffee, drinks and snacks are served at refreshment stations outside of the meeting rooms.
Tuesday May 21, 2024 10:00am - 10:30am EDT
Pre-function space
  Meals and Networking, All Attendees

12:00pm EDT

Lunch
Lunch is served.
Tuesday May 21, 2024 12:00pm - 1:00pm EDT
Floridian Ballroom A-F
  Meals and Networking, All Attendees

1:00pm EDT

FACTS Network Meeting
FACTS Network Group Meeting – Hosted by Tim Plotner of E&A

Infor FACTS users are invited to meet the Infor Product Manager for FACTS, Nadia Nadeem, for an interactive discussion as she explains Infor’s plans for this product.

Nadia will review the most recent release of FACTS, the new release nomenclature, the planning release cycle, and the future roadmap going forward. Additionally, Nadia will explain the Infor maintenance policies relating to adding users, modules, and companies to FACTS, including a discussion of the required Providex licensing. As part of this, Ryan Watt of Providex, will be joining this discussion to talk about the direction of Providex and their relationship with Infor and its FACTS customers.

There will be time for an open Q&A session for all attendees.

Nadia will need to depart at 2 PM to attend the A+ Network Group Meeting. This will be followed by brief presentations by FACTS Channel Partners about some of the solutions that they have for FACTS that may be of interest to a FACTS user. This will be a presentation of the solution and a discussion, but not a demonstration. Attendees can be pointed to TUG sessions or scheduled individually during or after TUG as desired. Scheduled to present are:

  • Aktion
  • Central Data
  • E&A
  • Sequoia Group
Additionally, sponsor vendors that have solutions for FACTS have been invited to briefly present their solutions.
  • SDSI / Unfor (Document Management solution)
  • Unilog (eCommerce solution)
  • Unilink (EDI solution)
Agenda
1:00 PM – Infor FACTS Presentation – Providex introduced
1:30 PM – Q&A for Infor & Providex
2:00 PM – Channel Partner and Sponsor Presentations
2:45 PM –Break
3:45 PM – 5 PM - The room is available as needed.

Speakers
avatar for Tim Plotner

Tim Plotner

Director, E&A - Earnest & Associates
avatar for Nadia Nadeem

Nadia Nadeem

Sr. Product Manager, Infor
I have been the new product manager for FACTS and A+ since 2022 when these products were added to Infor Compass BU. I have been with Infor for 24 years as an accomplished product leader working in CX suite specifically repairing productive business relationships to support corporate... Read More →
avatar for Michael Greer

Michael Greer

Managing Consultant, FACTS, Aktion Associates
I started working for Software Solutions (the original FACTS software author) in 1988 when the current release was FACTS 5.  I have worked on the FACTS product ever sense in every capacity except sales.  I currently serve as the Managing Consultant for the FACTS practice at Aktion... Read More →

Tuesday May 21, 2024 1:00pm - 2:45pm EDT
Escambia Room
  Infor FACTS, All Attendees

1:00pm EDT

Reporting & Analytics Network Meeting
As distributors move to Cloudsuite Distribution they continue to encounter significant challenges in data access and management, integrating reporting and analytics tools, and delivering accurate, timely reports, dashboards, and scorecards. This network meeting will delve into the challenges companies are experiencing, examine available solutions, and provide valuable insights through group discussions. Join us to explore best practices and receive guidance and information to enhance your reporting and analytics capabilities.

AGENDA:
Introductions, Group Goals, and Agenda Overview  
General Group Discussion

Care and Feeding of Data Lake and Birst - (Demonstration)
  • Replication to the Data Lake, Purge / Reload the Data Lake
  • Sending Data from a Newly Activated Table to the Data Fabric
  • JDBC Driver Download with Infor OS
  • Create a Custom Schema (Table) in the Data Lake
  • Using SAABE Data Extraction for Data
  • Add a Birst Report as a Widget to Workspaces
  • Edit Widget Layout in any Cloudsuite Application 
Victoria Christiansen, Agile Dragon   
Brian Nigri, Infor

Birst Roadmap
Overview and Updates, Future Enhancements and Strategy, ERS, Q&A
Tiffany Canada, Infor

Break - 10 minutes

Mark Johnson, Professor of Practice at Texas A&M University
Discussions around predictive (What is likely to happen/forecasting) and prescriptive (What should we do?) analytics and more.

Customer Overview and Demo (Birst)
Jodie Jones, Business Analyst - MTI Distributing

Though long-time users of Distribution Analytics, MTI had operational reporting needs that it wanted to resolve without incurring the cost of Birst Enterprise, an external third-party platform, while leveraging standard IOS integration and security. To achieve the visibility necessary to manage its business better operationally, MTI opted to extend its use of the Birst platform. This presentation is a quick overview of that solution.

1.  MTI Solution Technical Overview
2.  Demo Current Production Application

CSD Analytics Overview
Kevin Dean, Praestro Consulting

Vendor Intro and Product Highlights
Various Vendors

Wrap Up, Next Steps, + Q&A
 

Speakers
avatar for Kevin Dean

Kevin Dean

Principal Consultant, Praesto Consulting
avatar for Brian Nigri

Brian Nigri

Director of Engineering, Infor
I have dedicated my almost 30-year career at Infor to helping distributors succeed in our ever-changing technology environment.  My most recent focus has been in cloud technologies which can help drive transformations though innovations in Process Automation, Analytics, and Artificial... Read More →
avatar for Mark Johnson

Mark Johnson

Professor of Practice, Texas A&M University
Colonel Mark H. Johnson, (USA, Retired)  currently serves as the Director of the Professors of Practice Program in the College of Engineering and a Professor of Practice of Industrial Distribution at Texas A&M University in College Station, Texas.  He serves as the Faculty Advisor... Read More →
avatar for Robin McGuire

Robin McGuire

Chief Information Officer, Reinders
Robin McGuire is the Chief Information Officer for Reinders, Inc., a leading mid-west Distributor of Toro Commercial Turf Equipment, Irrigation Golf and Res/Com, Lighting, Chemicals, Fertilizers, Seed, and Landscaping Supplies. Reinders started as a NxTrend customer in the early 1990's... Read More →

Tuesday May 21, 2024 1:00pm - 4:00pm EDT
Collier / Columbia Room
  All Platforms, Reporting / Data Management

1:00pm EDT

A+ Network Meeting
A+ users, join the Infor Product Management Team and Aktion Associates for an interactive meeting to discuss the future direction A+. Whether you’re planning to continue running A+ for the foreseeable future or considering a migration, we’ll cover the current path for A+ and address the challenges and opportunities for migrating to Infor CloudSuite. We’ll also have time for open Q&A from the group.

Agenda:

• Infor RoadMap presentation
• Release 11.00.00 highlight with modern GUI - Demo.
• Aktion’s View of the A+ Landscape - A+ Ready to adapt and evolve—to meet new market imperatives and gain an edge on competitors.
• Release 11 Highlights e-commerce (Rhythm)
• Credit Card Processing
• Intro to 3rd Party Vendors Attending
• Discussion on INFOR WMS
• A+ and AI/Machine Learning use cases - Demo.
• Transform, Reporting and Analytics with Dashboards.
Speakers
avatar for Phil Maehr

Phil Maehr

General Manager, Aktion Associates
For over 30 years I have been helping customers win using technology. My focus has been on helping customers select and implement technologies solutions that revolve around ERP and infrastructure. I have surrounded myself with a great staff and vendors like INFOR and IBM to provide... Read More →
avatar for Jody Barlow

Jody Barlow

Managing Consultant, Aplus, Aktion Associates
Experienced Software Engineer with Management Skills dedicated to helping Customers for over 30 years maximize their software while supporting all areas of their businesses. Specialized in Infor Aplus ERP Software with experience integrating to WMS, CRM, BI, and many other solutions... Read More →
avatar for Nadia Nadeem

Nadia Nadeem

Sr. Product Manager, Infor
I have been the new product manager for FACTS and A+ since 2022 when these products were added to Infor Compass BU. I have been with Infor for 24 years as an accomplished product leader working in CX suite specifically repairing productive business relationships to support corporate... Read More →

Tuesday May 21, 2024 1:00pm - 5:00pm EDT
Lake Room
  Infor A+, All Attendees

1:00pm EDT

CSD Network Meeting
Join the CSD/WebUI Group for an exciting and informative member meeting! We'll introduce you to our group's mission and goals, discuss managing updates, explore the use of the new Infor OS Portal, review project planning for a successful CSD migration, and present a strategic roadmap for the future. 

You'll also have the opportunity to learn from industry experts in a panel discussion on what works, what doesn't, and what to watch for when implementing CSD. Plus, we'll address your questions in an interactive Q&A session. Don't miss out on this chance to expand your knowledge and connect with fellow professionals in the field!
Speakers
avatar for Michael Mazzoni

Michael Mazzoni

Sr. Director, Product Management, Infor
Mike Mazzoni is the Sr. Director of Product Management within the distribution business unit of Infor. Mike has a Master’s degree in Industrial Technology from Purdue University and has 20 plus years of experience implementing software and consulting to the wholesale distribution... Read More →
avatar for Ann Luciani

Ann Luciani

Senior Project Manager, NSA
avatar for Susan Bell

Susan Bell

Professional Services Resource Manager, NSA
With 25 years of expertise in the field of customer satisfaction and distribution support, I have a proven track record. Formerly the Senior Support Director of Support at Infor, I have navigated the intricacies of Sxe/CSD since 1998. Currently, I serve as the Professional Services... Read More →
avatar for Tom Ward

Tom Ward

System Engineer - TUG Network Leader, Porter Pipe & Supply Co.
As co-leader of the Infor CSD/Webui group and a recent addition to the TUG leadership team, I serve as a Systems Engineer at Porter Pipe & Supply Co., a rapidly expanding wholesale distribution company based in the Midwest United States. Our continuous pursuit of innovation and automation... Read More →
avatar for Steve McEnany

Steve McEnany

Senior Vice President, Midwest Wheel Companies
As a TUG board member and co-leader of the Infor CSD/Webui group, I'm involved in pioneering software advancements within TUG and as Senior Vice President at Midwest Wheel we are looking to leverage technology to create a competitive advantage. Our recent adoption of robotic process... Read More →

Tuesday May 21, 2024 1:00pm - 5:00pm EDT
Floridian Ballroom G-H
  Infor CSD & Infor SX.enterprise, All Attendees

1:00pm EDT

Finance Network Meeting
Welcome to the TUG Finance Network Meeting. This is an opportunity to share financial experience and collaborate with others who work in the financial arena. As members of the finance team, your viewpoints and input are important, and we hope that you feel comfortable sharing your thoughts with the group. We welcome input on any financial topics for discussion with the group, and this year we have a very fine line-up of presentations as well, including:

• New finance features in CSD
• RPA and APECE Enhancements
• Workflow management in APECE (roundtable discussion)
• GL Account maintenance review (annual rollover/copy from old to new year
• Closing journals
• Suspense postings
• Finance pain points (roundtable discussion)
Speakers
avatar for Janice Swart

Janice Swart

Solution Architect, Infor
Infor
avatar for Steve Bloesing

Steve Bloesing

ERP Manager, Gypsum Management and Supply
Started career as a CPA in public, private and government accounting.Joined Infor (NxTrend Technologies) as a Business Consultant in August 1998. Lead consultant on over 50 SX.e implementations and assisted in over 200 others.Joined GMS in April 2014 as ERP expert. Involved in acquisitions... Read More →
avatar for Kathy Lundquist

Kathy Lundquist

VP of Professional Services, NSA
TUG is by far the best distribution ERP user group with strong participation from seasoned users and industry professionals.  With over 25 years of SX.e and CSD CloudSuite Distribution consulting experience, my primary focus is helping companies leverage system knowledge for Mergers... Read More →
avatar for Deanne Zwart

Tuesday May 21, 2024 1:00pm - 5:00pm EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, All Attendees

1:00pm EDT

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
avatar for Bill Payne

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 →
avatar for Diane Dunbar

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 →
JS

Jessica Stoykewych

Product Manager, Infor
MS

Marty Sampson

IT Manager, Hatchell & Associates, Inc.
I'm the PJM network leader.
avatar for Chris Graham

Chris Graham

Principal, Mechanical Reps Inc.
avatar for Clint Biggers

Clint Biggers

Principal, DPI Information Services
DPI Solutions

Tuesday May 21, 2024 1:00pm - 5:00pm EDT
Hamilton Room
  Infor CSD & Infor SX.enterprise, Sales / Order Management, Pricing

1:00pm EDT

CSDe / M3 Network Meeting
M3 users, come meet with your fellow users for a roundtable networking and strategy discussion. Your Infor product management team will facilitate the discussion but the meeting is all about you!

Schedule:
1:00 - 1:45pm: Meet with CSDE Product Manager Mike Fletcher for group roundtable topics

1:45 - 2:45pm:
Infor M3 Experience Designer Demo and Training presentation from M3 Partner Wipro / Leanswift
Come learn how the new Infor M3 Experience Designer can help your organization increase user efficiency, decrease time to value, and make the overall M3 user experience more streamlined. During this session you will learn what Experience Designer is and how to build an Experience Designer Application. Learn how Experience Designer can take the user experience to the next level!

 
Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

Tuesday May 21, 2024 1:00pm - 5:00pm EDT
Manatee Room
  Infor CSDE / M3 Only, All Attendees

2:45pm EDT

PM Break
Coffee, drinks and snacks are served at refreshment stations outside of the meeting rooms.
Tuesday May 21, 2024 2:45pm - 3:15pm EDT
Pre-function space
  Meals and Networking, All Attendees

3:15pm EDT

Come and meet the Infor Support Team
Come and meet the support team experts. This is an open roundtable to discuss any issues or questions you have regarging Infor Support.
Speakers
avatar for Joe Sande

Joe Sande

Senior Vice President, Global Client Care, Infor
Experienced Managed Services, Support and Customer Success Global Senior Executive with a demonstrated history of working in the ERP software and services industry with a focus on Agile Methodologies and Dev/Ops. Skilled in Global Delivery, IT Service Management, IT Strategy, Project... Read More →

Tuesday May 21, 2024 3:15pm - 5:00pm EDT
Floridian Ballroom I
  All Platforms, All Attendees

3:15pm EDT

Assembly & Service - Value Add Network Meeting
Join us for an update on Assembly and Fabrication in CSD. Explore the possibilities from simple kits to light manufacturing and assembly, here an update on how Value-Add is being used at a customer site.
Speakers
RD

Ryan Deckard

ERP Manager, Reinders, Inc.
avatar for John Kociuba

John Kociuba

Business Consultant, NSA Professional Services
In August 2023 John joined the NSA team. With over thirty years of experience in the distribution and remanufacturing industry, he has a true understanding of the needs and connectivity challenges of all aspects of the sales and distribution business. John has learned about operational... Read More →

Tuesday May 21, 2024 3:15pm - 5:00pm EDT
Orange Room
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

4:00pm EDT

Presenter's Safety and Security Briefing
All presenters must attend any one of our three sessions. We will review hotel safety and security procedures and cover any last-minute questions.
Tuesday May 21, 2024 4:00pm - 4:30pm EDT
Gilcrest Room
  Meals and Networking, All Attendees

5:00pm EDT

Happy Hour in the Solutions Center
Join us in the Solutions Center for an informal reception with open bar and hors d'oeuvres, and a chance to meet our sponsor partners.
Tuesday May 21, 2024 5:00pm - 6:30pm EDT
Bonnet Creek Ballroom VII-XII
  Meals and Networking, All Attendees

5:10pm EDT

(616) SPARK session: Position Yourself for Success: Embracing Key B2B eCommerce Trends in 2024
Mobile projections indicate higher B2B sales in 2024. This session will highlight AI implementation strategies and timing considerations, and explore how the seamless integration of systems can enhance operational efficiency throughout your company. DCKAP Integrator connects your ERP system with eCommerce store, CRM, inventory, accounting, logistics, marketplaces, and other applications—so data flows between them automatically and in real time. Join us to learn how a fully integrated enterprise will position your company to take full advantage of emerging trends in eCommerce.
Speakers
avatar for Aaron Pallares

Aaron Pallares

Customer Success Manager, DCKAP
Aaron Pallares is a Solution Consultant and a Customer Success Manager at DCKAP. A Certified ScrumMaster and an expert on the DCKAP Integrator, he enjoys providing clients with in-depth analysis of digital architecture. He always looks into previously held, existing, and new digital... Read More →

Tuesday May 21, 2024 5:10pm - 5:30pm EDT
Solutions Center Theater-1
  All Platforms, eCommerce |   SPARK session, eCommerce

5:10pm EDT

(618) SPARK session: Dragon Pack® Financials - Moving your Financial Reporting into Birst
See Agile Dragon Group's answer for Financial Reporting for customers who move to CSD. Out of the Box, Dragon Pack Financials gives you:

• A set of dashboards
• Standard Financial Reporting
• Detail Ledger Review and Export
• Budgeting from GLSB
• On-Demand Updates for end of month close

Without the need for:

• External Servers and high-powered laptops
• Exporting Data
• Programming Excel Formulas
• Additional Software
• Services

If we spark your interest, you can sign up for a free trial of our Dragon Pack and have it in your CSD by Monday.
Speakers
avatar for Bill Payne

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 →

Tuesday May 21, 2024 5:10pm - 5:30pm EDT
Solutions Center Theater-2
  Infor CSD & CSDE M3, Finance, Reporting / Data Management |   Infor SX.enterprise, Finance, Reporting / Data Management |   SPARK session, Finance, Reporting / Data Management

5:40pm EDT

(622) SPARK session: Why sales tax compliance matters to ALL Distributors
Join Avalara to learn why sales tax matters to all distributors. We will provide a high-level overview of new tax legislation and economic factors uncovering compliance obligations you probably are unaware of. How economic nexus laws affect your business (even exempt sellers) and tips to automate, streamline and manage your tax compliance process.
Speakers
avatar for Thomas Price

Thomas Price

Sales Executive, Avalara
As a former Infor employee and current Avalara-Infor team member, I work regularly with other Infor users to simplify and automate the sales tax compliance process (taxable and exempt customers alike!)

Tuesday May 21, 2024 5:40pm - 6:00pm EDT
Solutions Center Theater-1
  All Platforms, Finance |   SPARK session, Finance

6:10pm EDT

(609) SPARK session: Revealing the Secrets to Best-in-Class Performance in B2B Order Fulfillment
Conexiom harnesses AI to deliver an Amazon-like experience for B2B sales. Top distribution companies use the Conexiom Platform for intelligent, digital order automation. We are purpose-built for automating our customers’ most critical and complex B2B document transactions, with 100% accuracy and no manual review. Join this session to see:

• Why most companies can't deliver more perfect orders.
• What keeps service teams from serving their customers.
• How to reduce costs by improving order fulfillment KPIs.
Speakers
avatar for Corey Ouellette

Corey Ouellette

Senior Product Manager, Conexiom
Corey Ouellette is a seasoned product management professional with a strong customer-focused approach and a talent for identifying and seizing opportunities that challenge the status quo. In his current role at Conexiom, he plays a pivotal part in facilitating integrations that help... Read More →

Tuesday May 21, 2024 6:10pm - 6:30pm EDT
Solutions Center Theater-1
  All Platforms, AI, eCommerce |   SPARK session, AI, eCommerce

6:10pm EDT

(626) SPARK session: Flintfox: The Power of Intelligent Pricing Technology
Inflationary costs, price pressure from competitors, and rapid changes in the supply chain means executing your pricing strategy with speed and precision has never been more important. Flintfox has decades of experience helping businesses with complex to calculate and delivery pricing and rebates in real-time, so you can protect margins and maximize revenue.

Our deep knowledge of wholesale and distribution means we can fine-tune an exact solution for you. Join us to learn how distributors are leveraging pricing software to handle complexity and protect their margins by:

• Enhancing data visibility for informed pricing decisions
• Streamlining manual processes
 • Responding to market changes with agility
Speakers
avatar for Steve Peppler

Steve Peppler

VP of Product and Business Transformation, Flintfox
Steve, a founder of Flintfox, has extensive pricing experience honed from senior finance and sales management roles at Kraft, Pepsi, Western Digital and Hewlett Packard. During his 20 years at Flintfox, Steve has worked closely with distributors from all sectors and all regions developing... Read More →

Tuesday May 21, 2024 6:10pm - 6:30pm EDT
Solutions Center Theater-2
  All Platforms, Finance, Pricing |   SPARK session, Finance, Pricing
 
Wednesday, May 22
 

7:00am EDT

Presenter's Safety and Security Briefing
All presenters must attend any one of our three sessions. We will review hotel safety and security procedures and cover any last-minute questions.
Wednesday May 22, 2024 7:00am - 7:30am EDT
Floridian Ballroom I
  Meals and Networking, All Attendees

7:00am EDT

Breakfast
Breakfast is served across from the Solutions Center.
Wednesday May 22, 2024 7:00am - 8:30am EDT
Floridian Ballroom A-F
  Meals and Networking, All Attendees

8:00am EDT

(619) SPARK session: Power BI with Infor CloudSuite
Learn how to integrate Power BI with your Infor ecosystem, including the easiest way to get data out of your MT Data Lake. We'll also cover how to implement an enterprise-level analytics architecture whether you're on-premise or in the cloud.
Speakers
RC

Rob Cross

Data & Analytics Practice Lead, Providence Consulting Group

Wednesday May 22, 2024 8:00am - 8:20am EDT
Solutions Center Theater-2
  Infor CSD & CSDE M3, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management |   SPARK session, Reporting / Data Management

8:00am EDT

(606) SPARK session: Predictive Packaging for Your Starship Shipping System
Your customer expects to get a shipping quote when you accept his order. To do that accurately, you need to know what the packed order will look like so the that carrier’s dimensional charges can be calculated. See it demonstrated with Starship.
Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Wednesday May 22, 2024 8:00am - 8:20am EDT
Solutions Center Theater-1
  Infor CSD, AI, Warehouse / Operations |   Infor SX.enterprise, AI, Warehouse / Operations |   SPARK session, AI, Warehouse / Operations

8:00am EDT

Open time in Solutions Center
This time is dedicated to our sponsor partners. Sit in for a Spark Session in one of our two mini-theaters inside the Solutions Center, or just relax and spend time getting to know our partners and the solutions they have to help improve your business. Snacks and drinks will be served.
Wednesday May 22, 2024 8:00am - 10:00am EDT
Bonnet Creek Ballroom VII-XII
  Meals and Networking, All Attendees

8:15am EDT

Future Proofing Your Business: AI Tools for Profitability & Relevance (Executive Summit registered attendees only)
It’s been over a year that ChatGPT and the desktop Generative AI revolution became an every day reality, yet many businesses are receiving mixed messages about its’ value. How can it impact our bottom line, and is our staff ready for how it’s going to impact their work? Futhermore, so much conflicting information is afloat in the media, what can it really do for your business is often lost in the clickbait titles. While many are wondering whether AI will replace the need for some workers, business executives are beginning to see that its real impact is much more nuanced. Attend this session to learn about the current and future AI tools that will help keep growing your business.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Wednesday May 22, 2024 8:15am - 9:15am EDT
Vesey Room
  Executive Summit, Executive

8:30am EDT

(604) SPARK session: Marketing in the Age of AI: What’s Changing and What Will Remain the Same
Join us for a discussion on how marketing is changing in today’s world. We’ll cover: how you can embrace innovative technology and AI, what twists and turns to expect in the near future, and how to keep your customer relationships at the core of your marketing strategy.
Speakers
avatar for Margaret Kelsey

Margaret Kelsey

CMO, Kodaris

Wednesday May 22, 2024 8:30am - 8:50am EDT
Solutions Center Theater-1
  All Platforms, eCommerce |   SPARK session, eCommerce

8:30am EDT

(611) SPARK session: Introduction to CD Rental
CD Rental is a solution offering serialized and non-serialized functionality for equipment, tools, and other rental options that distributors offer. CD Rental is fully integrated to CSD, is currently in Beta and is going GA by January. Join this session to learn more. CD Rental has been developed by Central Data and will be sold direct from Central Data.
Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 30 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e for 23 years and is now working with CSD.He... Read More →

Wednesday May 22, 2024 8:30am - 8:50am EDT
Solutions Center Theater-2
  Infor CSD, Warehouse / Operations |   Infor SX.enterprise, Warehouse / Operations |   SPARK session, Warehouse / Operations

9:00am EDT

(621) SPARK session: Unlocking Your Online Channel's Potential: Is Product Content the Key to Your Success?
Explore the role superior product content has in driving eCommerce success in this insightful SPARK session. It is common for business to struggle with maintaining compelling product listings that captivate customers and drive conversions. This presentation will highlight the importance of enriched product data, the challenges of achieving it, and how Unilog’s product content library, services, and advanced PIM capabilities can help address these challenges.
Speakers
avatar for Brian Lombardo

Brian Lombardo

SVP Channels and Partners, Unilog
Brian has more than 20 years of experience in enterprise business software for ERP and Distribution companies, including strategy, product, program management, development, operations, and system implementations. Prior to Joining Unilog, he served as Vice President of Development... Read More →

Wednesday May 22, 2024 9:00am - 9:20am EDT
Solutions Center Theater-2
  All Platforms, Warehouse / Operations |   SPARK session, Warehouse / Operations

9:00am EDT

(617) SPARK session: Effective Auditing of CSD data with Dragon Pack® - Audit
Auditing critical changes in CSD processes or monitoring user permissions across your organization does not have to be a headache. Dragon Pack Audit simplifies those needs to simple reports and dashboards while keeping your data secure inside CloudSuite. See how to identify who, what, when, and how changes occurred across:
• User Security
• Orders
• Purchases
• Transfers
• Customers
• Pricing - In Development
• Inventory - In Development

Dragon Pack® is a subscription-based reporting solution by Agile Dragon Group built on CSD. Dragon Pack@ leverages Infor's standard platform and CloudSuite-specific data, making them suitable for many use cases and requiring minimal installation and setup.
Speakers
avatar for Victoria Christiansen

Victoria Christiansen

Audit Account Manager & Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →

Wednesday May 22, 2024 9:00am - 9:20am EDT
Solutions Center Theater-1
  Infor CSD & CSDE M3, Technical, Reporting / Data Management |   Infor SX.enterprise, Technical, Reporting / Data Management |   SPARK session, Technical, Reporting / Data Management

9:30am EDT

(602) SPARK session: Who is NSA? Your Path to Greater Success
Who is NSA: NSA, with over four decades of experience, is a trusted partner of Infor, specializing in the implementation of both Infor and non-Infor solutions. Their expertise aids distributors in enhancing productivity and profitability.

Why partner with NSA? Our dedication is to your success, ensuring sustained support for the journey ahead. Boasting a team of over 30 seasoned consultants, we specialize in the wholesale distribution sector. Each consultant brings over 15 years of invaluable experience with Infor SXE/CSD to the table.

What is NSA Plus? Alongside your primary Infor ERP system, NSA has forged partnerships and thoroughly evaluated numerous strategic solutions aimed at boosting your team's efficiency. We offer recommendations and expert guidance on these cutting-edge solutions to further empower your operations.
Speakers
avatar for Patrick VanPutte

Patrick VanPutte

President / COO, NSA

Wednesday May 22, 2024 9:30am - 9:50am EDT
Solutions Center Theater-1
  Infor CSD, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management |   SPARK session, Reporting / Data Management

9:30am EDT

(630) SPARK session: The SourceDay Solution: A Supplier Portal That Works
This presentation, led by Clint McRee, CSO and Co-Founder of SourceDay, delves into the transformative capabilities of the SourceDay solution—a supplier portal that revolutionizes the way distributors interact with their suppliers. It highlights the inefficiencies in traditional procurement processes and vendor portals, and showcases how the SourceDay platform enhances your Infor SX.e/CSD system. Hear how SourceDay supports buyer and supplier collaboration and leads the way to improved supply chain performance, cost reduction, and enhanced operational efficiency. We'll show you:

• The SourceDay Difference: You'll see how SourceDay fosters better planning, reduces inaccuracies by streamlining buyer and supplier communication, and enhances the overall efficiency of procurement processes.
• Significant Improvement in Operational Metrics: See how SourceDay mitigates risks associated with late shipments, unplanned downtime, and inaccurate forecasting, thereby ensuring business continuity and revenue protection.
• Empowerment Through Data-Driven Decision Making: Learn how SourceDay provides invaluable insights into supplier performance and procurement efficiency, enabling leaders to make informed decisions that align with their operational goals and foster continuous improvement in supplier relationships.
Speakers
avatar for Clint McRee

Clint McRee

Co-founder & Chief Strategy Officer, SourceDay, Inc

Wednesday May 22, 2024 9:30am - 9:50am EDT
Solutions Center Theater-2
  Infor CSD, eCommerce |   Infor SX.enterprise, eCommerce |   SPARK session, eCommerce

10:00am EDT

General Session
Join us to hear important updates from TUG. As an integral part of our community, your presence at this event is invaluable.

Infor CEO Kevin Samuelson will be sharing important updates, strategies, and solutions that are shaping the landscape of our industry. Learn about the latest advancements in technology and how they can benefit your organization.

Then, prepare to be inspired by our keynote speaker, Kevin Surace. With his wealth of experience and visionary thinking, Kevin will share invaluable perspectives on AI, Automation, and it’s impact on your life and your company. Hear about where artificial intelligence is today, where it is going, and how you can participate. See robots and algorithms and real wins in action. Learn about the process, what we can do today, and how it can change your company starting now. Nothing to be scared of...it’s just math. You will surely laugh aloud, while this makes you ponder. You will leave with brand new knowledge ready to put to work, excited and ready to hop aboard the AI express!
Wednesday May 22, 2024 10:00am - 11:30am EDT
Bonnet Creek Ballroom I-VI
  Meals and Networking, All Attendees

11:30am EDT

Lunch
Lunch is served across from the Solutions Center.
Wednesday May 22, 2024 11:30am - 1:00pm EDT
Floridian Ballroom A-F
  Meals and Networking, All Attendees

12:30pm EDT

(647) SPARK session: Understanding Co-development options through the CSD partner community
Learn more about our Co-development process both with Infor ICS and our CSD partners. We will discuss how this process works as well as the benefits to our customers and partner community.
Speakers
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →

Wednesday May 22, 2024 12:30pm - 1:00pm EDT
Solutions Center Theater-1
  Infor CSD, Technical |   Infor SX.enterprise, Technical |   SPARK session, Technical

12:30pm EDT

(130) What Is Emotional Intelligence & How Does it Apply to Everyone
It is no surprise that workplace morale is at a low. Everywhere we look businesses are scrambling to find dedicated and productive labor forces. We have learned that the key to success in the workplace is all about retaining the staff we have and NOT always bringing in new staff. Having a strong foundation with emotional intelligence in the workplace will only lead to longer retention, happier staff, and a culture of growth and progress.
Speakers
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Broward Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

12:30pm EDT

(137) Unlocking the winning formula: People + Process = Performance
Join us to discover the key to success in any role by understanding critical success factors and effectively evaluating talent. Learn to equip your team with tools for assessing performance, identifying top performers' strategies, and elevating all employees' performance levels.
By the end of this session, you will gain a clear roadmap for talent evaluation, training, and future onboarding for any position within your organization. Understand what drives top performers, address performance gaps, and elevate employees' performance levels, ensuring every team member understands expectations and receives the support they need to excel.
 
Speakers
avatar for Rodney Williams

Rodney Williams

President, MindStryke Strategies
I am passionate about turning salespeople into sales professionals. I am adept at quickly identifying gaps in sales processes and individual sales skills and delivering plans for immediate improvement. I excel in helping organizations of any size solidify, document, and uniformly... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Escambia Room
  All Platforms, Executive / Leadership / Work Culture, Sales / Order Management

12:30pm EDT

(142) Personalization Strategies that Drive Customer Adoption and Keep Customers Coming Back
Personalization strategies that drive optimal customer adoption and keep customers coming back!
Personalization is now an expectation. In eCommerce, buyers value quality product recommendations. In the 1990’s this innovation was a breakthrough & at one point Amazon published that 35% of sales came through recommended products. Now, in 2024, buyers expect good recommendations that promote products they need or like, but might not have looked for. Great recommendations keep the buyers coming back for more, increase Conversion, Average Order Value, Customer Lifetime Value & more.

Beyond Personalization within the eCommerce shopping experience, there are enormous opportunities in the B2B world for Personalization to drive eCommerce adoption through other communication channels. The one with the highest ROI is personalized email retargeting driven by abandoned browse sessions and abandoned carts. If you want to repurpose that value and double down, BCC the sales rep for accounts targeted in an adoption campaign. The sales reps then know what the buyer was interested in and can bring the products up in conversation, or even suggest other products adding their own value.

Join Jeremy Ott, Director of eCommerce & Marketing @ Reinders, and Ben Rudnick, your eCommerce friend in the Fun Hat + ATWIX’s VP of Digital Transformation for an informative discussion on what works well. Jeremy with Reinders shares the first hand experience with proven success. Would you like 230% eCommerce growth? Ben & ATWIX have delivered that this past year for one of our B2B eCommerce clients. This session will be fun & interactive, yet also give you key insights to take home and drive adoption, penetration and boost all the right KPIs.
Speakers
avatar for Jeremy Ott

Jeremy Ott

Director of eCommerce & Digital Marketing, Reinders, Inc.
avatar for Ben Rudnick

Ben Rudnick

VP of Digital Transformation, ATWIX
Ben Rudnick = Key Presenter on Technology for two decades, from Singapore to Davos + an eCommerce expert in Ai & Conversion Rate Optimization + a Fun HatLong Known as a Search & Navigation, Product Findability expert, Ben Rudnick engineers Site Goals Into a REALITY. With hands... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Palm Beach Room
  All Platforms, Sales / Order Management, eCommerce

12:30pm EDT

(211) Getting Started on IDM Forms
You may be asking yourself "What should we anticipate with the move to IDM Forms?" This session is here to help you with how to get started, what are you going to need, and suggestions on how to make the process successful! Our "IDM Forms: Ignite Your Creativity" session is a great addition to this session!

• Learn what is needed to get started.
• Learn what is you are going to need to configure and test templates.
• Learn tips and tricks to help make your forms journey successful!
Speakers
avatar for Kira England

Kira England

Senior Business Consultant, NSA
Kira has 20 years of experience in various aspects of wholesale distribution including Sales, Customer Service, Inventory Control, Warehouse Operations, Logistics, and IT Support. In her 20 years, she has worked with Infor’s SX.enterprise Distribution is all versions:  Character... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Orange Room
  All Platforms, Document Management

12:30pm EDT

(250) Best Practices Inventory Management with Grant Howard
Join Inventory Management expert Grant Howard for a “Best Practices” discussion on how to maximize your company’s inventory investment impact and ROI. Many distributors struggle with proper inventory management and many distributors forget that INVENTORY is the reason for their being! Best Practices inventory management plays a critical role in the success of increased revenue, maximized profits and stellar customer experience. To survive and thrive today, distributors have to balance the objectives of profits, customer service, company longevity and employee happiness. Now more than ever distributors must understand how to utilize their people, processes and technology to drive smart inventory investment and results.

Grant will discuss best practices concepts and techniques that allow a distributor to offer stellar customer service while realizing improved returns on their inventory investment. Fill Rates, Turns, Freight Spend, Total Transactional Cost, Surplus inventory and Smart Measurement will be included in the discussion. No matter where your company is at with its inventory management program, you will want to attend this session. Your company will want to understand and implement these powerful inventory management best practices. Don't miss this high impact opportunity to take your company's inventory management process to a new level. Big picture – better profits, better service, better company! This session is non system specific; no matter what system you are utilizing, you do not want to miss this opportunity.

Grant Howard is a distribution industry expert and authority on “Best Practices” inventory management, operational excellence and smart technology utilization. He is well known for his ability to take real world problems and issues and turn them into opportunities; applying real world solutions that work and drive results. Grant is the conceptual designer of the Advanced Inventory Management (AIM) features and techniques in the SX.e, FACTS and A+ ERP systems.
Speakers
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom I
  All Platforms, Purchasing / Inventory Management

12:30pm EDT

(161) Case Study: How AI and Sales Tech Help Grow Sales by 15%.
Artificial Intelligence (AI) and cutting-edge Sales Technology hold the power to propel sales teams to new heights. In this session, learn how real-world Infor users are utilizing AI-powered tools to help streamline sales processes, manage customer interactions, and achieve astonishing customer results.
Speakers
avatar for James Gerdes

James Gerdes

President, WebPresented
James Gerdes is founder and CEO of WebPresented, bringing more than 8 years of executive experience with leading software vendors. Previously, James was Senior Software Architect at Infor and Management Consultant at PricewaterhouseCoopers in the UK. James is a leader in product strategy... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Lake Room
  Case-Study, Sales / Order Management, Reporting / Data Management

12:30pm EDT

(401) 3rd Party Solutions and Integrations
Join us for a look at some of the more popular 3rd party integrations for the A+ platform, with proven results to help your company streamline operations and boost profitability.
Speakers
avatar for Jody Barlow

Jody Barlow

Managing Consultant, Aplus, Aktion Associates
Experienced Software Engineer with Management Skills dedicated to helping Customers for over 30 years maximize their software while supporting all areas of their businesses. Specialized in Infor Aplus ERP Software with experience integrating to WMS, CRM, BI, and many other solutions... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Bay Room
  Infor A+, All Attendees

12:30pm EDT

(312) Infor Warehouse Management - from Paper-Based to a Fully Automated Warehouse
Learn how to turn your warehouse from paper-based chaos into an automated powerhouse. With this session about Infor Warehouse Management, you'll get a vision for how you can transition to a fully automated environment in your operations.
Speakers
avatar for Steve Lewis

Steve Lewis

Solution Consultant, Infor
avatar for Kirk France

Kirk France

Solution Consultant, Principal, Infor

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Hamilton Room
  Infor CSD & CSDE M3, Warehouse / Operations |   Infor SX.enterprise, Warehouse / Operations

12:30pm EDT

(351) Infor OS ION
ION Desk is responsible for all Business Object Documents (BODs) inbound and outbound to all applications using BODs. This session will review the different processes available inside of the ION Desk application. With examples of Alerts for High Dollar Sales Orders or Task for Releasing Orders on Credit Hold, with a click of a button from the Portal, Tablet or Mobile Device. This is the replacement for Event Manager!

• Learn basic uses of ION Desk!
• Learn Advanced uses of ION Desk.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Collier / Columbia Room
  Infor CSD & CSDE M3, Technical |   Infor SX.enterprise, Technical

12:30pm EDT

(111) Artificial Intelligence: Leveraging Infor AI to Improve Margins
Learn about vision and real world customer stories around how customers can improve margin in 90 days or less.
Speakers
avatar for Varun Sridharan

Varun Sridharan

Director, Science, Infor
Varun is seasoned science-driven product leader with over a decade of experience building customer-centric ML-based solutions for complex problem domains, ranging from e-commerce to ERP and fintech. His 360 degree track record includes ability to identify lucrative business opportunities... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Gilchrist Room
  Infor CSD & Infor SX.enterprise, AI, Roadmap

12:30pm EDT

(182) Five Essentials for Planning your ERP Migration to the Cloud
For distributors, moving your enterprise to the cloud can feel like a significant undertaking. But being well-informed about the processes, the roles of individuals, and the methodology for preparing data will help you set a smart, strategic course for cloud deployment. Attend this session to hear customer success stories, lessons learned, and five essential tips you can apply to your own cloud migration journey.

• Establishing a benefits model with identified value drivers should be done before upgrading to the cloud.
• There are technical tools available to support automation in upgrading.
• People, Processes, and Data are vital focus areas for having a successful upgrade.
Speakers
avatar for Alan Hays

Alan Hays

SVP, Infor
avatar for Jeremiah Stone

Jeremiah Stone

Professional Services, Infor

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Citrus Room
  Infor CSD & Infor SX.enterprise, Upgrading

12:30pm EDT

(271) Data Fabric Overview and Roadmap
Replication Sets, Infor ION, Infor ION API Gateway, and the Infor Data Lake are all methods to access Infor CloudSuite data from the Infor multi-tenant cloud. Attend this session to learn best practices for accessing Infor multi-tenant cloud data.
Speakers
avatar for Lisa Cabral

Lisa Cabral

Sr. Product Manager, Infor
Lisa is a seasoned Product Manager with a keen focus on data-driven solutions. With a background in Cloud data solutions, product management, development and support, Lisa excels in leveraging data management features to drive product strategy and enhance user experiences. She is... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, Roadmap, Technical, Reporting / Data Management

12:30pm EDT

(332) Personalizing the CloudSuite User Experience
This session will offer information on why personalization is important for your user experience. We will review any user security required to perform personalization and different ways to personalize various screens. We'll also cover features that can be setup to help with searches.
Speakers
avatar for Monica Morton

Monica Morton

Director of Client Support Services, Central Data
Monica has 20+ years of experience in wholesale distribution, including X years as an end user in the paper and print distribution industry in the areas of account management, customer service and as the Operations Manager of the wide format division.Monica joined Central Data in... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom H
  Infor CSD & Infor SX.enterprise, Technical

12:30pm EDT

(335) Infor Platform Technology Overview
Infor OS & Birst continue to evolve with the latest technology available. This session is dedicated to preparing Infor customers with strategies for the future of Infor Data Fabric, Infor Coleman ML, Infor ION, Infor Document Management, RPA, and more. Roadmap for the future will also be covered. This session is targeted at IT developers and IT administrators.
Speakers
avatar for Story Monforte

Story Monforte

Sr. Director, Infor Marketplace and ISV Programs, Infor

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Nassau Room
  Infor CSD & Infor SX.enterprise, Technical

12:30pm EDT

(341) Introduction to Process Modeler
This session introduces the Process Modeler, a vital tool for optimizing organizational workflows. Participants will learn how to leverage the Process Modeler to visualize, analyze, and streamline complex processes effectively.
Speakers
avatar for Mike Juliano

Mike Juliano

Principal Application Consultant, Aktion Associates

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Manatee Room
  Infor CSD & Infor SX.enterprise, Technical

12:30pm EDT

(370) Building Extensions in CSD for Beginners
Join Acument for a look at some of the ways that extensibility can be used to change your users' experience! We will discuss tips and tricks for beginners, dabble in more advanced extensibility, and review the administrative tools necessary to successfully pursue personalization and extensibility in CSD. At the end, we will open for discussion and Q&A.
Speakers
avatar for Kareena Dong

Kareena Dong

Chief Operating Officer / Lead Sales, Acumen Group
AO

Andy Oberschmidt

Lead Programmer, Acumen Group

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom G
  Infor CSD & Infor SX.enterprise, Technical

12:30pm EDT

(398) Hands-on Lab - TWL H5
Are you currently running TWL on CSD using a telnet connection or maybe you have a migration plan to CSD and want to learn more about the user interface on the mobile device? Did you know that Infor is decommissioning the CHUI/telnet connection to TWL as of December 21,2024? Take action now by joining this session to get the answers to some frequently asked questions, hardware considerations, and the steps required to configure the HTML 5 version of TWL in your environment so you can be prepared. 
Speakers
avatar for Tony Bruckler

Tony Bruckler

Lead Consultant, ASW Global Consulting
Hey Tuggers!  Glad to be back this year.  I've been coming to Tug for the last 15 years.  The first 10 was as a user and the last 5 has been as a vendor sponsor/speaker.  Being on both sides of the table, I understand what users are looking for when they attend these conferences... Read More →

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Dade Room
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

12:30pm EDT

(204) Introduction & Overview to CloudSuite Distribution Enterprise (CSDE), Look and Feel for M3-based CloudSuites; which includes Cloudsuite Distribution Enterprise
In this session we will introduce you to Cloud Suite Distribution Enterprise, walk through the core components and common addons that can be used to enhance the solution over time.

This session is useful for those who are not currently running CloudSuite Distribution Enterprise. Those Implementing or Live may benefit but will not be the target Audience.
Speakers
avatar for Mikael Forsman

Mikael Forsman

Vice President, Infor
Mikael have been in the ERP space for distributers and more for +25 years, supporting clients in North America as well around the world.

Wednesday May 22, 2024 12:30pm - 1:30pm EDT
Brevard Room
  Infor CSDE / M3 Only, All Attendees

1:00pm EDT

AI and Automation...It’s Impact on Your Life and Your Company (Executive Summit registered attendees only)
Join this exclusive follow-up session with our renowned keynote speaker Kevin Surace, where we'll dissect the profound influence of AI on your company's trajectory. This interactive Q&A promises to be a strategic look into navigating the AI landscape and charting a course for your organization's future success through innovation. Let's embark on this exhilarating journey together and discover where the AI train ride will take us!
Speakers
avatar for Kevin Surace

Kevin Surace

General Session Keynote Speaker
Futurist and Disruptive Innovation Keynote Speaker, Creator of First Smartphone and Digital Assistant, Innovator of the DecadeKevin Surace is a CEO, futurist and disruptive innovation speaker, creator of the first smartphone and digital assistant, and innovator of the decade. Surace... Read More →

Wednesday May 22, 2024 1:00pm - 1:45pm EDT
Vesey Room
  Executive Summit, Executive

1:45pm EDT

(501) eCommerce Solutions Pre-Integrated by ATWIX for Shopware, Magento & Adobe Commerce
ATWIX presents the Infor Pre-Integrated solution for Shopware, Magento, or Adobe Commerce. Designed by Ben Rudnick (Fun-Hat), a product pioneer with 3 decades of leading eCommerce innovations with 15 years of ROI for Infor Distributors + delivering huge ROI eCommerce improvements. Built by ATWIX, the #1 code contributor to Magento since 2018, ATWIX's solution provides a seamless, robust eCommerce platform for Infor Distributors. Designed to integrate flawlessly with Infor your ERP, it offers a scalable, feature-rich package that's customizable to meet unique business needs, whether upgrading or seeking new solutions.

Join us to learn:
• What is the value and capability of an Open-Source eCommerce solutions, Pre-Integrated with Infor?
• What is it like working with ATWIX on eCommerce for development and digital transformation?
• What are the differences between the ATWIX Pre-Integrated Open-Source platform options (Shopware, Magento OS, Adobe Commerce)?
Speakers
avatar for Ben Rudnick

Ben Rudnick

VP of Digital Transformation, ATWIX
Ben Rudnick = Key Presenter on Technology for two decades, from Singapore to Davos + an eCommerce expert in Ai & Conversion Rate Optimization + a Fun HatLong Known as a Search & Navigation, Product Findability expert, Ben Rudnick engineers Site Goals Into a REALITY. With hands... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Floridian Ballroom I
  Partner Demo, eCommerce |   All Platforms, eCommerce

1:45pm EDT

(507) ProAdvisor - Business Performance and Metrics
ProAdvisor is a business performance and metrics solution that goes well beyond your typical BIBA tool. It is built on Microsoft’s Power BI platform, giving it tremendous depth for building ad-hoc reports while also providing the best in pre-built content and goal management.

Focusing on the three key areas of profitability, longevity, and growth, ProAdvisor was built with Grant Howard, around his best practices consulting approach. It was designed specifically to solve problems and lead the way to excellence.

In this brief demo, you will see what separates ProAdvisor from the rest of the crowd and will begin to understand how ProAdvisor can fit into your organization’s plan for success.
Speakers
avatar for Tim Plotner

Tim Plotner

Director, E&A - Earnest & Associates

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Manatee Room
  Partner Demo, Reporting / Data Management |   All Platforms, Reporting / Data Management

1:45pm EDT

(513) MaxRecall New Features and Functionality Roadmap
Always on the cutting edge, MaxRecall's innovative solutions will streamline your document management and business processes. The MaxRecall development team has delivered more than 50 new features and functionality in the last year. Discover our cost effective, fully automated indexing tool with IDM delivery options.

• Learn how our document based workflows and deep Infor integrations facilitate efficient business processes
• See our newest AP Process Facilitation and Automation Solutions
• Review all of the bells and whistles added for the best user experience
Speakers
avatar for Raymond Brooks

Raymond Brooks

CEO, MaxRecall
MaxRecall Technologies’ founding premise since day one has been “Documents and the information they contain drive all business processes”. Whether working in the office or remotely, documents are the language of business. MaxRecall helps you lower costs and maximize productivity... Read More →
avatar for Eric Whitener

Eric Whitener

VP of Operations, MaxRecall
Eric M. Whitener presently serves as MaxRecall's Vice President of Operations, with 12 years in the organization  Eric has been focused on establishing a consistent approach to service and support ensuring customer satisfaction in all interactions.  He spends his free time working... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Palm Beach Room
  Partner Demo, Document Management |   All Platforms, Document Management

1:45pm EDT

(519) Full-Service EDI: Getting an 'A' with your Customers, Channels, and Suppliers
Is EDI a core competency? Is the process to onboard new EDI customers slow? At the heart of all of this is data – item data, order data (EDI), and sell-through data. Whether you’re managing data and EDI relationships with your customers or your suppliers, join us to learn how SPS Commerce, a global leader in Cloud Based Fulfillment Automation, is the perfect fit to help Infor customers excel in supply chain automation for both order-to-cash and procure-to-pay processes, without having to possess internal EDI expertise.

• Understand why EDI is so complex.
• Identify the modern approach to earning an ‘A’ with your EDI partners.
• Envision a day-in-the life of managing EDI with a full-service team behind you.
Speakers
avatar for Brian Finks

Brian Finks

Strategic Channel Sales Manager, SPS Commerce
I am excited to connect with all TUG attendees- Specifically those who encounter EDI needs with their customers, retailers or vendors. SPS is the leading provider of automated EDI solutions for both the order to cash and procure to pay sides of EDI. Please feel free to stop by Booth... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Dade Room
  Partner Demo, Technical |   All Platforms, Technical

1:45pm EDT

(526) The DCKAP Integrator: A Technical Review
DCKAP Integrator connects your ERP system with eCommerce store, CRM, inventory, accounting, logistics, marketplaces, and other applications—so data flows between them automatically and in real time.

Seamless integration of systems stands as a pivotal element within any digital architectural framework, and the trajectory of business evolution holds commensurate significance alongside that of the customer journey. See how the DCKAP Integrator can add value and empower your business by mitigating reliance on developers.
Speakers
avatar for Aaron Pallares

Aaron Pallares

Customer Success Manager, DCKAP
Aaron Pallares is a Solution Consultant and a Customer Success Manager at DCKAP. A Certified ScrumMaster and an expert on the DCKAP Integrator, he enjoys providing clients with in-depth analysis of digital architecture. He always looks into previously held, existing, and new digital... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Broward Room
  Partner Demo, eCommerce |   All Platforms, eCommerce

1:45pm EDT

(531) Better Analytics & Financial Planning with Phocas Software
Discover a faster, easier way to see what’s happening across your business using Phocas Software! Learn how easy it is to identify trends and patterns with the ability to freely explore any variable, pivot and drill-down with our trademark grid interface and transform the numbers in your Infor ERP into structured, up-to-date reports and financial statements. See how you can automate reports and visualize data in seconds to see, understand and share financial data to move your business forward.
Speakers
LS

Lauren Sullivan

Market Leader, Phocas Software

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Collier / Columbia Room
  Partner Demo, Reporting / Data Management |   All Platforms, Reporting / Data Management

1:45pm EDT

(533) Global Cloud TMS: Integrated Shipping with CSD, TWL, SX.e M3, LN, CSI and WMS
Learn how to automate your shipping processes and enhance your overall supply chain process with a global solution that is quick to implement and easy to use, requiring minimal technical resources from the customer's end. The solution offers real-time integration with a large number of parcel, LTL carriers, and freight forwarders. A robust integration between Infor systems and Piyovi TMS using APIs enables seamless automation of rating, shipping, and tracking, eliminating all manual processes, improving operational efficiency, reducing freight costs, and enhancing customer experience.

• Power of Infor Integrated TMS – save time, avoid manual errors, systems in sync (ERP/Carriers/TMS).
• Save Money – choose optimal ship method, reduce freight spend, optimize operations
• Improve Customer Service – get shipments to the right place at the right time with visibility from shipment booking till delivery"
Speakers
avatar for Shawn Horton

Shawn Horton

Warehouse Operations Manager, Industrial Supply
Shawn has been an integral part of the Industrial Supply team for over two decades, having held diverse roles during his tenure spanning 21 ½ years. With the launch of Infor CSD/TWL in July 2021, Shawn transitioned to operations, taking charge of warehouse management and ensuring... Read More →
PS

Pritesh Shah

Sr. Director - Enterprise Sales, Piyovi
avatar for Bishop, Pat

Bishop, Pat

Director, Global Sales, Piyovi

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Brevard Room
  Partner Demo, Warehouse / Operations |   All Platforms, Warehouse / Operations

1:45pm EDT

(510) Low-cost ecommerce marketplace integration
Nearly all distributors should be selling on the ecommerce marketplaces, but many don’t because of the technical challenges and the cost involved. Expertek’s Marketplace Integrator has provided the marketplace connectivity distributors have needed for nearly 10 years with via Channel Advisor, the market leader in ecommerce marketplace management.

This year, Expertek has introduced a new low-cost option with Listing Mirror that gets you connected and selling for a fraction of the normal cost. In this session, you’ll see our innovative templating technology that allows for a quick and easy customized configuration in the cloud, and we’ll discuss how we are bringing down the cost of adopting this technology.
Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Lake Room
  Partner Demo, Warehouse / Operations |   Infor CSD & CSDE M3, Warehouse / Operations

1:45pm EDT

(515) What is CSD Analytics?
Join us for an overview of CSD analytics. Learn how to navigate CSD Analytics using Infor Birst, the native cloud business intelligence (BI) and analytics platform in CloudSuite Distribution. Using Birst, Praesto Consulting helps organizations understand and optimize complex processes in less time than traditional BI solutions.

This session will cover:

• What is CSD analytics?
• How to navigate in CSD Analytics
• How does CSD Analytics compare to Power BI and Tableau?
Speakers
avatar for Kevin Dean

Kevin Dean

Principal Consultant, Praesto Consulting

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Floridian Ballroom G
  Partner Demo, Reporting / Data Management |   Infor CSD & CSDE M3, Reporting / Data Management

1:45pm EDT

(535) IncentViz: Still Managing your Commissions Outside of CSD? There's a Better Way!
If you are using spreadsheets or modifications that are time consuming and are prone to error to generate and manage commissions in CSD, there's a better way. Attend this session to learn how IncentViz, a cloud-based solution for CloudeSuite Distribution from Single Source Systems, provides a sales compensation platform to manage sales plans, individual and team quota's, commissions owed and paid, and even rebates to customers. IncentViz provides real-time information to sales managers, sales representatives, and accounting to eliminate errors and spreadsheets, and decrease the time to calculate commissions typically encountered with most CSD deployments.

Since 1985, Single Source Systems has been a Infor Business Partner providing software solutions and services that help our customers get the most out of their investments in technology. Today that means helping our customers deploy software and processes that expand their use of business and data across their organizations, optimize and automate their operations, and help them deliver the experience their customers expect.
Speakers
avatar for Marty Rhodes

Marty Rhodes

President, Single Source Systems

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Baker Room
  Partner Demo, Finance, Reporting / Data Management |   Infor CSD & Infor SX.enterprise, Finance, Reporting / Data Management

1:45pm EDT

(503) Harness the power of AI to digitally transform your sales order process
Conexiom harnesses AI to deliver an Amazon-like experience for B2B sales. Top distribution companies use the Conexiom Platform for intelligent, digital order automation. We are purpose-built for automating our customers’ most critical and complex B2B document transactions, with 100% accuracy and no manual review. Join this session to see:

• How Conexiom turns every order into a perfect digital order.
• How to reserve CSR time for valid and valued customer-facing activities.
• The key criteria for effective AI-powered sales order automation.
Speakers
avatar for James Exley

James Exley

Director, Sales Engineering, Conexiom
James Exley is a dynamic professional known for his adeptness in strategic product management and his dedication to delivering impactful solutions that resonate with customers. Currently, as the director of sales engineering at Conexiom, James drives pivotal integrations, bridging... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Floridian Ballroom H
  Partner Demo, AI, Sales / Order Management, Reporting / Data Management |   All Platforms, AI, Sales / Order Management, Reporting / Data Management

1:45pm EDT

(505) Why You Need an Integrated Delivery Management Solution
DQT’s ODT provides an integrated suite of products and tools to optimize routing, scheduling, and dispatch as well as Proof of Delivery Picture and Signature Capture, Customer Notifications with GPS Tracking and Dash Cameras. Key takeaways from this session include:

• Real-time order tracking with ETA, delivery status updates, and customer notifications.
• Better utilize your resources and increase market share without adding vehicles or drivers
• Know where your trucks are “supposed” to be and when they are returning
Speakers
avatar for Kevin O'Connor

Kevin O'Connor

Account Manager, DQ Technologies
DQ Technologies offers a suite of integrated delivery management software solutions for Warehouse Distributors. Options include route planning and optimization, dispatch, GPS and order tracking, proof of delivery signature and picture capture, customer notifications with real-time... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Orange Room
  Partner Demo, Warehouse / Operations |   All Platforms, Warehouse / Operations

1:45pm EDT

(517) UnForm Document Management & Process Automation Overview
UnForm’s End-to-End Document Management Solution creates, captures, stores, retrieves, and delivers documents and the data they contain to automate business processes. UnForm’s integration with Infor Distribution ERPs can be deployed as either a complete Document Management Solution or as individual components to fill specific functionality needs.

This session will provide an overview of UnForm’s flexible yet affordable Document Management Business Process and Data Entry Automation Solutions. We will also review CirrusPrint’s Fast and Secure Cloud Printing application and UnForm Hosting Solutions that simplify IT infrastructure management requirements.
Speakers
avatar for Paul Boushell

Paul Boushell

Sales Executive, SDSI/Unform
Paul Boushell has over thirty years of Distribution and Supply Chain experience. Having worked in virtually every capacity within the Distribution cycle, he has developed an experienced understanding of how technology, when carefully and properly applied, can improve operational efficiency... Read More →
avatar for Kristy Mitcham

Kristy Mitcham

Sales Executive, SDSI/Unform
Kristy Mitcham has over 17 years of experience designing, implementing, and working with document management and business process automation solutions. Having worked closely with Infor Distribution customers in a variety of roles from software training, project management, and consulting... Read More →
avatar for Allen Miglore

Allen Miglore

President, SDSI/UnForm

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Flagler Room
  Partner Demo, Document Management |   All Platforms, Document Management

1:45pm EDT

(522) Are You Being Forced Into EDI?
Are You Being Forced Into EDI? Join us for an enlightening session that will help you:

• Understand Your Options - Many businesses are pressured into adopting EDI without a good understanding of how it works or exploring the solutions available. We’ll address these challenges to leave you with a better understanding.

• Assess Your Needs - Evaluate your specific business requirements such as transaction volume, trading partner requirements, scalability, and integration capabilities. Also, understanding factors such as the timeframe and resources involved before committing to an EDI solution.

• Find a Solution- Find a solution that aligns with your organization’s long-term strategic goals and technological capabilities. We will help you compare the flexibility, agility, and cost-effectiveness of in-house ownership or managed service solutions.
Speakers
avatar for Mitch Copman

Mitch Copman

Director of Marketing and Sales, Unilink
I have been involved with technology for over 30 years, witnessing the changes and advantages it offers businesses when the right partner is involved.  It's all about understanding the needs and resources of the business involved.  I made my home in Atlanta, but grew up in Philadelphia... Read More →
CC

Cameron Crawford

Programmer, Unilink
avatar for Frank Azzalina

Frank Azzalina

Senior Sales Representative, Unilink

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Citrus Room
  Partner Demo, Technical |   All Platforms, Technical

1:45pm EDT

(524) A Better Way to Manage Ecommerce presented by Znode
See how Znode will provide the flexibility to grow your company's online business by integrating sales into the ecommerce experience, and capture new revenue and customers.

Znode is an enterprise, B2B ecommerce platform created for the unique needs of distributors. Znode’s native B2B functionality allows for easy management of customer-specific catalogs, management of multiple web storefronts, workflow approvals, complex pricing, inventory and product types, as well as quote management.
Speakers
avatar for Tom Flierl

Tom Flierl

Chief Commercial Officer, Znode / Amla Commerce
Looking forward to connecting at TUG CONNECTS 2023 Synergy! Please feel free to reach out with questions on B2B ecommerce. I am happy to answer questions about our platform Znode or simply offer advice and insights. Text me at 414-305-4879 if that is an easier way to schedule tim... Read More →
avatar for Wil Goodman

Wil Goodman

Account Executive, Znode / Amla Commerce
Looking forward to connecting at TUG CONNECTS 2023 Synergy!Please reach out with questions on B2B ecommerce. I am happy to answer questions about our platform Znode or simply offer advice and insights.Text me at 262-951-1843 if that is an easier way to schedule time.

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Escambia Room
  Partner Demo, eCommerce |   All Platforms, eCommerce

1:45pm EDT

(529) Adapting Your Pricing Strategy to Changing Economic Forces
To drive profits and improve cash flow, distributors need to have pinpoint accuracy and full visibility of their pricing and rebate management. Flintfox, a global leader in intelligent pricing and rebates, helps distributors make incremental gains by executing their pricing strategies with precision and identifying opportunities for margin growth. It also manages customer and supplier rebates, promotions, and special pricing allowances.

This session will highlight the intelligent pricing platform that simplifies and automates complex and manual processes, replacing spreadsheets and saving days’ worth of error-prone data crunching.

Key points include:
• How to stay in control of margins in the face of unprecedented input costs and supply chain volatility
• Maximize profitability in price driven trading environment without compromising revenue
• The value of data with INFOR integration to avoid margin shrinkage.
• How to eliminate lost revenue from rebate inaccuracies and overpayment.
Speakers
avatar for Steve Peppler

Steve Peppler

VP of Product and Business Transformation, Flintfox
Steve, a founder of Flintfox, has extensive pricing experience honed from senior finance and sales management roles at Kraft, Pepsi, Western Digital and Hewlett Packard. During his 20 years at Flintfox, Steve has worked closely with distributors from all sectors and all regions developing... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Gilchrist Room
  Partner Demo, Finance, Pricing |   All Platforms, Finance, Pricing

1:45pm EDT

(511) Increase Operational Profitability Through Optimized Fleet Management
This session will introduce you to Innovo's Deliver ProTM. Deliver Pro is tightly integrated with Infor’s CloudSuite™ Distribution platform to provide automatic route planning and optimization, turn-by-turn driver directions, proof of delivery capture, real-time fleet and driver visibility, access to real-time delivery information, comprehensive business analytics…and so much more!

Learn how this integrated suite of easy-to-use mobile applications and powerful web tools can help you optimize your deliveries and automate your fleet management process.

With Deliver Pro, it’s never been easier to:

• Create and optimize your daily delivery routes.
• Supervise and empower your drivers.
• Manage rising fuel and maintenance costs.
• Handle delivery issues in the field - in real time.
• Capture and manage proof of delivery information.
• Deliver the highest levels of customer service.
• All while increasing operational profitability!
Speakers
avatar for Drew Mapplebeck

Drew Mapplebeck

Senior VP Sales, Innovo, LLC
I am Innovo’s co-founder and SVP of Sales at Innovo, has 30+ years of software industry experience in hard goods distribution, including over 18 years at Epicor Eclipse driving Product and Strategic Sales Management. Drew grew Innovo's customer base to 300+ companies with 4,000... Read More →
avatar for Robin Merrion

Robin Merrion

President, Innovo, LLC
Robin is the Founder and President of Innovo, a software company specializing in creating mobile solutions for the electrical, plumbing, and hard goods wholesale distribution industry. Robin brings over 30 years of software development expertise, focused on enterprise resource planning... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Hamilton Room
  Partner Demo, Warehouse / Operations |   Infor CSD & CSDE M3, Warehouse / Operations

1:45pm EDT

(520) See how Infor CRM SLX CRM and SX.e/CSD ERP integration can transform your company
Join us for an informative and enjoyable session regarding the key benefits of Infor CRM SLX integrated with SX.e/CSD ERP. See how the integration works and learn about the award-winning Infor CRM SLX solution with features like Outlook calendar and email integration, personalized dashboards, customer journey, mobile optimization, one-click meeting scheduling, SX.e/CSD accounting summary and recently sold CRM windows, easy support ticket management, marketing campaigns, market intelligence and personalization options for every CRM user. Infor CRM SLX offers all the core features of sales, service and support in one. No tiers to sort through, faster ROI than Salesforce and bi-directional integration with SX.e/CSD ERP.
 
Key points:
  • Top business benefits and ROI expectations
  • Primary solution features and benefits for sales and support
  • Sales, service and support are all included in CRM for one cost
  • Training and support options
  • Client examples
Speakers
avatar for Bryan Marks

Bryan Marks

Director of Marketing, Syncsite
Syncsite is a trusted business partner offering product-based solutions including Customer Relationship Management, Dynamic Financial Planning (FP&A), Marketing Automation, and Business Intelligence software. Our products and services allow companies to target opportunities that drive... Read More →
avatar for Nick Kyriazis

Nick Kyriazis

Partner, Syncsite

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Nassau Room
  Partner Demo, Sales / Order Management, Reporting / Data Management |   Infor CSD & Infor SX.enterprise, Sales / Order Management, Reporting / Data Management

1:45pm EDT

(534) Have it Your Way: Access your SX.e Data and Generate your own Reports
It’s your data, you should be able to analyze and report on it the way you want. Don’t be reliant only on reports available in SX.e. Generate your own reports, looking the way you want, with no programming, using industry standard applications. We can help you with this by moving your application data to a SQL (or Oracle) database in near-real time for timely business information and reporting.
Speakers
avatar for Roy Ellis

Roy Ellis

Director Professional Services MDBA Worldwide, Progress
Roy Ellis has been working for Progress Software for nearly 29 years. He started in Technical Support before moving into Development. Where he worked with almost Open Edge every product in that time, including Database, AppServer, WebSpeed, OpenEdge Explorer/Management, and most recently... Read More →

Wednesday May 22, 2024 1:45pm - 2:15pm EDT
Bay Room
  Partner Demo, Reporting / Data Management |   Infor CSD & Infor SX.enterprise, Reporting / Data Management

2:00pm EDT

TUG / Infor Executive Forum (Executive Summit registered attendees only)
Join Infor CEO Kevin Samuelson and other key Infor executives for an open discussion of current challenges and opportunities. You’ll hear about Infor’s latest initiatives to improve your customer experience and provide tools to help streamline your company operations and improve your competitive advantage, and have an opportunity to provide feedback to the people at Infor that can make a difference.
Speakers
IE

Wednesday May 22, 2024 2:00pm - 3:00pm EDT
Vesey Room
  Executive Summit, Executive

2:15pm EDT

PM Break in the Solutions Center
Come to the exhibit hall for snacks, drinks and time to visit with a sponsor or two.
Wednesday May 22, 2024 2:15pm - 3:00pm EDT
Bonnet Creek Ballroom VII-XII
  Meals and Networking, All Attendees

2:30pm EDT

(623) SPARK session: How to reduce audit risk by effectively managing tax-exempt sales
Avalara will explain why tax-exempt sales don’t give businesses a get-out-of-compliance-free card. We will cover the basics of exemption certificates and share tips to help you streamline collection and management to improve your customer experience and reduce audit risk. Learn why exemption certificates are a necessary part of any tax-exempt transaction, common exemption certificate mistakes and how to correct them. Plus tactics to help your distribution business fulfill your overall tax obligations.
Speakers
RC

Rich Creech

Sales Executive, Avalara

Wednesday May 22, 2024 2:30pm - 2:50pm EDT
Solutions Center Theater-1
  All Platforms, Finance |   SPARK session, Finance

2:30pm EDT

(624) SPARK session: Accounts receivable and Cash Application don’t have to be such a​ Glitch
Versapay will show you how transforming your Accounts Receivable program can:
• Decrease manual work and delays
• Provide high touch customer service that improves customer satisfaction
• Accelerate cash flow and reduce manual errors
Speakers
MS

Manan Saksena

Senior Solutions Engineer, VersaPay

Wednesday May 22, 2024 2:30pm - 2:50pm EDT
Solutions Center Theater-2
  All Platforms, Finance |   SPARK session, Finance

3:00pm EDT

(642) SPARK session: Innovation Use Case - Csuite for Distribution Analytics
Join us for a brief introduction to Csuite for Distribution Analytics. Through this session you will get a high level look at persona based content that has been designed to give users better insight into business performance & help drive action.
 Through this session we will cover:
-Who the Target Persona is for CSuite
-Live Demonstration
-What’s Next for CSuite
Speakers
avatar for Erica Svahnberg

Erica Svahnberg

MIS, Charles D Jones & Co., Inc
avatar for Brandon Stacken

Brandon Stacken

Sr. Solution Consultant, Infor

Wednesday May 22, 2024 3:00pm - 3:30pm EDT
Solutions Center Theater-1
  Infor CSD, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management |   SPARK session, Reporting / Data Management

3:00pm EDT

(645) SPARK session: Understanding Conditional Extensions
Begin creating and implementing conditional extensions, with practical examples like dynamically altering margin colors in order entries based on predefined thresholds. This session provides a guide to mastering this advanced feature, enabling attendees to enhance the functionality and flexibility of their applications. Participants will gain tools to leverage conditional extensions to automate processes, optimize user experiences, and drive efficiency.
Speakers
avatar for Dawn Balukonis

Dawn Balukonis

Practice Manager, Infor CloudSuite Distribution & Infor SX.e, Aktion Associates
avatar for Mike Juliano

Mike Juliano

Principal Application Consultant, Aktion Associates

Wednesday May 22, 2024 3:00pm - 3:30pm EDT
Solutions Center Theater-2
  Infor CSD, Technical |   Infor SX.enterprise, Technical |   SPARK session, Technical

3:00pm EDT

(102) A Practical Guide to Artificial Intelligence
This will be an educational session, explaining what AI is (and isn’t), what the risks are, what matters most, how distributors can effectively utilize it for a competitive advantage. To make the education relevant, we a planning a short live look at Microsoft’s AI (Co-Pilot) that is likely the most accessible solution for customers on the MS Office Suite.

• Introduction to AI in general
• AI is as good as its data sources
• Can AI give my business a competitive advantage?
• What are the dangers and risks of using AI vs. not using AI?
• Can AI replace me as a decision-maker?
• What can I do to make AI-generated results more meaningful?
• Example of AI – Microsoft’s AI – puts the tool in your hands
• See first-hand examples of Microsoft’s Copilot AI in action
Speakers
avatar for Tim Plotner

Tim Plotner

Director, E&A - Earnest & Associates

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Floridian Ballroom I
  All Platforms, AI

3:00pm EDT

(131) Situational Leadership-It Starts with YOU!
No two projects are alike. Each project needs to be led with the best possible outcome. So, let's grasp the importance of Situational Leadership. Understanding the importance of "SI" can provide project leaders with a straightforward and clear process for determining which style of leadership will work best with a given group in a certain situation. This flexibility allows for the leadership team to better control outcomes because they are able to effectively influence the organization.
Speakers
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Palm Beach Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

3:00pm EDT

(141) AI + eCommerce - Making a Plan to Integrate
Have you ever wondered how AI works—in easy terms? How do you evaluate all of the different AI solutions for E-commerce? Is AI really that magical?

Come join us and Tony Zakula, Founder/CEO of Kodaris and a twenty-five year software engineer actively building AI solutions, to discuss the following topics:

1. The basics of AI and how it works
2. What changed and why it is advancing so quickly now
3. How AI seems to self learn
4. How company-specific AI will be IP for companies in e-commerce and customer experience
5. The future of AI and customer experience

We will explore these topics, take questions, and then discuss relevant applications—and potential pitfalls—for AI. Also how everyone seems to be selling AI for E-Commerce, but is it all AI? Is there a place left for non-AI tools in customer experience?
Speakers
avatar for Tony Zakula

Tony Zakula

CEO and Founder, Kodaris
CEO of Kodaris, lifelong software engineer, and have been working in the distribution industry with Infor products for almost ten years.  Passionate about each and every customer's success.

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Gilchrist Room
  All Platforms, AI, eCommerce

3:00pm EDT

(153) NAW’s Customer Stratification Playbook
For nearly all distributors, it is absolutely necessary to look at the source of your revenue (your customers) using a segmentation or modeling practice. It’s more than just labeling a customer and figuring out how much to charge them for a product. Done right, it can improve your performance in many areas, allowing your management, your sales team, and your customers to become aligned as never before. This is done utilizing segmentation for prioritizing actions across departments, creating incentives or rewards for your customers that align with your goals, or creating more effective benchmarking processes to identify potential issues sooner.

NAW’s approach to Customer Stratification makes the science easily understandable within a framework that is easily deployable and adaptable to the particular landscape of your business. Customer Stratification is an essential tool for any executive team looking to identify and exploit both new and hidden sales opportunities for growth already present within their current business scheme without having to incur the burden of additional spend or investment.

Learn how the NAW’s Customer Stratification approach is not simply a sales practice. It’s how distributors can achieve profitable growth.
Speakers
avatar for Tom Cangelosi

Tom Cangelosi

Principal, E&A - Earnest & Associates
Earnest & Associates (E&A) www.earnestassoc.comSince 1978, E&A has focused on helping distributors and manufacturers thrive and grow their businesses using practical tools and methodologies.Today, we implement using our Agile ISOC/SIP™ Methodologies and continue to help our customers... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Lake Room
  All Platforms, Executive / Leadership / Work Culture, Finance, Sales / Order Managment, Pricing

3:00pm EDT

(185) Success Strategies: Insider Tips from Seasoned Project Leaders (Part 1 of 2)
Is your company gearing up for an upgrade or new to CSD?  Then this 2-part session is for you!  Part 1 focuses on: Project Scope, Change Management, and Assembling the Right Team.

What are the secrets to managing a successful project? What are some common pitfalls and how can you avoid them? In this 2-part session, we’ll discuss project objectives, change management, assembling the right team, lessons learned, and more. Attend this interactive session to learn from the experiences of others, including a user case study and insights from two senior business consultants. Bring your questions and your own lessons learned!

Three key factors for project success:

• Effective project planning and management
• Strong communication and user engagement
• Skilled and committed project team.
Speakers
avatar for Carol Shinya

Carol Shinya

Director of Global Accounts, NSA
BIG Supporter of TUG, believe it's a great group, well organized: run by the users for the users!  I've been a long time user or implementer of all things SX.enterprise.
avatar for Kathy Lundquist

Kathy Lundquist

VP of Professional Services, NSA
TUG is by far the best distribution ERP user group with strong participation from seasoned users and industry professionals.  With over 25 years of SX.e and CSD CloudSuite Distribution consulting experience, my primary focus is helping companies leverage system knowledge for Mergers... Read More →
CE

Chuks Ezeokafor

VP IT, Levitt-Safety Limited

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Nassau Room
  All Platforms, Upgrading, Technical

3:00pm EDT

(300) What Will Warehousing and Distribution Look Like in 2030
In a world of "lean" supply chain practices, disruption comes at the drop of a hat - or blocking of a canal, shortage of chip set, or panic over toilet paper! Over the last few decades, a lack of emphasis has been placed on warehouse layout, removal of redundant processes, optimizing pick paths and material retrieval. These common challenges can no longer be ignored or set aside for future consideration. The pandemic and current fragility of the supply chain has also highlighted many areas where improved processes or technology were already available, but not widely used or understood to be so critical for any and all operations. Join Founder of ASW Global Consulting to discuss why we need to attack these areas, and how to go about taking your first steps in building the distribution facility of the future, NOW.
Speakers
avatar for Andrew Weith

Andrew Weith

Founder, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Hamilton Room
  All Platforms, Warehouse / Operations

3:00pm EDT

(148) Case Study: eCommerce Success Stories with Infor Pre-Integrated Magento/Adobe Commerce by ATWIX
TUG eCommerce leaders Jeremy Ott, Derek Litwin, and more join Ben Rudnick (your eCommerce friend in a fun hat) to share the value of enterprise grade performance and quality in eCommerce at TUG 2024. Come for an insightful session on the cutting-edge Infor Pre-Integrated eCommerce solution by ATWIX. Discover the indispensable role of enterprise-grade performance and the unparalleled advantages of ATWIX + Fun-Hat for today's eCommerce needs.

ATWIX presents the Infor Pre-Integrated solution for Shopware, Magento, or Adobe Commerce. Designed by Ben Rudnick (Fun-Hat), a product pioneer with 3 decades of leading eCommerce innovations with 15 years of ROI for Infor Distributors + delivering huge ROI eCommerce improvements. Built by ATWIX, the #1 code contributor to Magento since 2018 (~1/2 the new partner code for Magento’s free version).

ATWIX's solution provides a seamless, robust eCommerce platform for Infor Distributors. Designed to integrate flawlessly with Infor ERP, it offers a scalable, feature-rich package that's customizable to meet unique business needs, whether upgrading or seeking new solutions.

This session will feature firsthand experiences from Jeremy Ott of Reinders and Derek Litwin of Hanes Supply, plus other special guests, highlighting the transformative impact of partnering with ATWIX. Ben will delve into the specifics of the ATWIX solution, guiding attendees through the journey of digital transformation.

Key Takeaways:
• Unveiling the Infor Pre-Integrated eCommerce Solution by ATWIX.
• Insights on collaborating with ATWIX for an Infor-integrated solution.
• Understanding the distinct costs + benefits of Shopware, Magento or Adobe Commerce.

Prepare to be inspired and informed on navigating the future of digital commerce with ATWIX at TUG 2024!
Speakers
avatar for Jeremy Ott

Jeremy Ott

Director of eCommerce & Digital Marketing, Reinders, Inc.
avatar for Derek Litwin

Derek Litwin

VP of Information Technology, Hanes Supply, Inc.
avatar for Ben Rudnick

Ben Rudnick

VP of Digital Transformation, ATWIX
Ben Rudnick = Key Presenter on Technology for two decades, from Singapore to Davos + an eCommerce expert in Ai & Conversion Rate Optimization + a Fun HatLong Known as a Search & Navigation, Product Findability expert, Ben Rudnick engineers Site Goals Into a REALITY. With hands... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Escambia Room
  Case-Study, eCommerce

3:00pm EDT

(160) Case Study: Unlocking Order Fulfillment Excellence: Win and Retain More Business with Sales Order Automation 
Join this session to learn how leading Infor clients have adopted the Conexiom Platform, igniting efficiency in their order processing, optimizing operations, and elevating customer experiences. Topics will include how sales order automation transforms Quote-to-Cash processes for a material improvement in KPIs.   

Key takeaways: 
• How to ignite efficiency in your order processing without forcing change on your customers. 
• What the digital order gap is and why it is hurting you. 
• How to turn every order into a perfect digital order. 
Speakers
CB

Chris Bauserman

Chief Marketing Officer, Conexiom

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Manatee Room
  Case-Study, Sales / Order Management

3:00pm EDT

(402) A+ Modifications Roundtable
Let's face it, A+ is a great platform and has supported your business for many years, so how can you improve on it? Join with other A+ users to share your best ideas on the modifications you've made to improve your system, and get ideas for new ways to make A+ even better.
Speakers
avatar for Jody Barlow

Jody Barlow

Managing Consultant, Aplus, Aktion Associates
Experienced Software Engineer with Management Skills dedicated to helping Customers for over 30 years maximize their software while supporting all areas of their businesses. Specialized in Infor Aplus ERP Software with experience integrating to WMS, CRM, BI, and many other solutions... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Bay Room
  Infor A+, All Attendees

3:00pm EDT

(212) Infor Document Management for Users & Administrators
Infor Document Management (IDM) provides a central repository of documents, with many ways of accessing and uploading documents, for users. Backend Administration for IDM has many available settings and tools, including but not limited to: ACL’s, API’s Control Center, Utilities JAR, and Stream Serve Adapter.

• Learn how regular users can use IDM to benefit them.
• Learn how admin users can use IDM to help benefit their users.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Floridian Ballroom H
  Infor CSD & CSDE M3, Document Management |   Infor SX.enterprise, Document Management

3:00pm EDT

(363) Unleash the Power of No-Code Development with Infor OS App Designer
In this session, we will dive into the capabilities of Infor OS App Designer (OAD), a groundbreaking no-code development framework. Discover how OAD empowers users to effortlessly create powerful and dynamic widgets within the Infor OS Portal, harnessing the full potential of data-driven experiences and driving innovation for your organization.
Speakers
DH
avatar for Caitlin Porter

Caitlin Porter

Product Manager, Infor
I specialize in developing dynamic solutions using Infor OS App Designer and the Mongoose framework, leveraging the power of low-code tools to create tailored solutions that meet unique business needs. I have spent the last 10+ years crafting custom solutions and working closely with... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Citrus Room
  Infor CSD & CSDE M3, Technical |   Infor SX.enterprise, Technical

3:00pm EDT

(201.1) CSD Roadmap (1st of 2 times)
Find Out How Cloudsuite Distribution is Innovating to Better Support your Business
Speakers
avatar for Michael Mazzoni

Michael Mazzoni

Sr. Director, Product Management, Infor
Mike Mazzoni is the Sr. Director of Product Management within the distribution business unit of Infor. Mike has a Master’s degree in Industrial Technology from Purdue University and has 20 plus years of experience implementing software and consulting to the wholesale distribution... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Orange Room
  Infor CSD & Infor SX.enterprise, Roadmap

3:00pm EDT

(246) AR and AP aging in Excel
Ready to take your Infor CSD data from drab records into dynamic analysis? Learn how to export Accounts Receivable and Payable to Excel, then make the most of that information for amazing insights. Don't miss this session!
Speakers
avatar for Earl Ratliff

Earl Ratliff

VP Finance, JLA Supply

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, Finance

3:00pm EDT

(252) ICSP & ICSW BASIC Product Settings (CSD)
This session will cover the basic product settings available in ICSP and ICSW within CSD. From configuration options to setup best practices, you will learn how to navigate and customize product settings to improve system performance, or ensure seamless integration with other applications.
Speakers
avatar for Dale Haynes

Dale Haynes

VP Purchasing, Reinders

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Collier / Columbia Room
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management

3:00pm EDT

(330) Implementing the Infor Standard Home Pages
Infor's standard workspaces are a great way to get the right information to the right people in your organization. This session walks you through the additional set up to quickly roll these out to your users.
Speakers
avatar for Clark Varnes

Clark Varnes

Business Consultant, Central Data
Clark joined Central Data in 2018 as a Business Consultant after working for many years as a Director of IT in the distribution, manufacturing, and service industries. His concentration today is in implementing new clients and existing SX.e clients moving to the cloud with CSD, ISM... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Floridian Ballroom G
  Infor CSD & Infor SX.enterprise, Technical

3:00pm EDT

(391) Hands-On Lab - Personalization and Extensibility
Personalization allows non-technical users the ability to modify the look and feel of a WebUI View. Moving fields, Hiding Fields, re-labeling fields and adding color to fields are several examples. Extensibility is a technical way to make simple changes with no coding or more complex changes such as completely new functions or adding new data to an existing function. Complex extensions require expertise of JavaScript. This session will review Personalization, basic Extensions, and the management of both.
Speakers
avatar for Jim Hatch

Jim Hatch

Senior Consultant, Tridex Systems
Jim Hatch is s 30-year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer then transitioned to Infor where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business... Read More →

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Dade Room
  Infor CSD & Infor SX.enterprise, Technical

3:00pm EDT

(206) The New User Experience Capabilities for M3-based CloudSuites; which includes Cloudsuite Distribution Enterprise
The new Portal user experience is available in the Infor Cloud. We'll cover Role-based workspaces, Industry Content & New Infor OS Portal Features for M3-based CloudSuites.

You will see new capabilities in the Infor extensibility tooling. After this session, you will know when to use the M3 Experience Designer and when you need to consider using the M3 H5 SDK. You will know when to use the OS App Designer and when you must use the Widget SDK, and much more.

This session is useful for those who are currently implementing or already running CloudSuite Distribution Enterprise.

Speakers
avatar for Peter Johansson

Peter Johansson

Director, Demo Services, Infor

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Broward Room
  Infor CSDE / M3 Only, Technical

3:00pm EDT

(270) Infor Modern Data Architecture: Data & Analytics Strategy for M3-based CloudSuites
To achieve resiliency, organizations are looking to unlock the data traditionally stored in disparate systems and extract the insights that fuel new ways of working. As a result, many are discovering that a modern data architecture is a prerequisite for more flexible, innovative strategies. Join us for a discussion on Infor's Modern Data Architecture (MDA) — a set of interconnected services that makes data a re-usable shared asset across the enterprise.We will also cover the recent February release, new features, and roadmap.

This session is useful for those who are not yet implementing, currently implementing or those who are Live on CloudSuite Distribution Enterprise.
Speakers
AS

Alistair Stone

Product Director, Infor

Wednesday May 22, 2024 3:00pm - 4:00pm EDT
Brevard Room
  Infor CSDE / M3 Only, Technical, Reporting / Data Management

3:15pm EDT

Trust in the Age of the Deep Fake (Executive Summit registered attendees only)
As digital innovation races forward, the battle for authentic trust in leadership has taken center stage. KiKi L’Italien's session dives into the tangible steps leaders can take to embed trust at the heart of their brand and business operations. This session moves beyond the theoretical to deliver a roadmap for proactively building trust—ensuring your website, brand consistency, and every customer interaction reinforce your organization's integrity.

Discover how trust is cultivated, the signs of trustworthiness, and the everyday actions that signal reliability to your stakeholders. Learn how to purposefully and consistently demonstrate your commitment to trust, transforming your leadership approach and fostering a loyal community around your brand.

Prepare to walk away with actionable insights that will help you navigate the complexities of trust in today's digital landscape, ensuring your leadership not only inspires but also endures.
Speakers
avatar for Kiki L'Italien

Kiki L'Italien

CEO, Amplified Growth
I'm the CEO and founder of Amplified Growth, a digital marketing consultancy specializing in SEO, social media, and content strategy for the association industry. I also teach online courses, the most recent being an online course in influencer marketing offered by Mediabistro (NYC... Read More →

Wednesday May 22, 2024 3:15pm - 4:15pm EDT
Vesey Room
  Executive Summit, Executive

4:15pm EDT

(110) Infor AI: Uncovering Your Businesses Patterns
An overview of Infor Artificial Intelligence and the machine learning tools available to you today using Easy ML. We'll categorize AI differently, based on the levels of impact to your business.
Speakers
avatar for Scott Whitson

Scott Whitson

Central Data

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Collier / Columbia Room
  All Platforms, AI

4:15pm EDT

(125) Applying Agile and Lean Thinking to Business
This session will focus on the importance of promoting business agility through a lean agile mindset.
Speakers
avatar for Romi Salerno

Romi Salerno

Sr. Project Manager, NSA
Romi is a Senior Business Technology professional with30 years of experience in IT Systems Analysis, Project, and Product Management, enabling process improvement in support of the user experience. Her focus is on helping customers increase operational efficiency, innovation, and... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Broward Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

4:15pm EDT

(145) Unleashing the Power of AI in Digital Marketing: Strategies, Tools, and Best Practices
In today's B2B digital landscape, leveraging Artificial Intelligence (AI) has become imperative for marketers aiming to stay ahead of the curve. This session delves into the transformative potential of AI in various facets of digital marketing, from email campaigns to social media management and content creation. By exploring real-world examples of AI tools, we'll uncover how businesses can optimize their marketing efforts, enhance customer engagement, and drive meaningful results.

Throughout the discussion, we'll examine the pros and cons of integrating AI into digital marketing strategies, with particular focus on scenarios relevant to manufacturers and distributors. Attendees will gain insights into the dos and don'ts of leveraging AI, learning how to harness its capabilities effectively while avoiding pitfalls. Whether you're a seasoned marketer or just venturing into the realm of AI-driven marketing, this session will equip you with actionable strategies and practical tips to elevate your digital marketing initiatives.
Speakers
avatar for Brendan Cameron

Brendan Cameron

Strategic Account Director and Solutions Engineer, Americaneagle.com
Brendan is a Strategic Accounts Director at Americaneagle.com currently working on numerous sites in the B2B and B2C marketplaces. He has experience working with clients both large and small, and managing highly-customized ecommerce solutions. Brendan specializes in tiered customer... Read More →
avatar for Jonathan Tenpenny

Jonathan Tenpenny

Enterprise Account Executive, Americaneagle.com

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Escambia Room
  All Platforms, AI, eCommerce

4:15pm EDT

(186) Success Strategies: Insider Tips from Seasoned Project Leaders (Part 2 of 2)
Is your company gearing up for an upgrade or new to CSD?  Then this 2-part session is for you!  Part 2 focuses on:  Data, Hypercare, Lessons Learned, and User Case Study.

What are the secrets to managing a successful project? What are some common pitfalls and how can you avoid them? In this 2-part session, we’ll discuss project objectives, change management, assembling the right team, lessons learned, and more. Attend this interactive session to learn from the experiences of others, including a user case study and insights from two senior business consultants. Bring your questions and your own lessons learned!

Three key factors for project success:

• Effective project planning and management
• Strong communication and user engagement
• Skilled and committed project team.
Speakers
avatar for Carol Shinya

Carol Shinya

Director of Global Accounts, NSA
BIG Supporter of TUG, believe it's a great group, well organized: run by the users for the users!  I've been a long time user or implementer of all things SX.enterprise.
avatar for Kathy Lundquist

Kathy Lundquist

VP of Professional Services, NSA
TUG is by far the best distribution ERP user group with strong participation from seasoned users and industry professionals.  With over 25 years of SX.e and CSD CloudSuite Distribution consulting experience, my primary focus is helping companies leverage system knowledge for Mergers... Read More →
CE

Chuks Ezeokafor

VP IT, Levitt-Safety Limited

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Gilchrist Room
  All Platforms, Upgrading, Technical

4:15pm EDT

(306) Robotics in Your Warehouse: What You Need to Know
This presentation will discuss some of the key factors to determine if you are ready for robotics in your warehouse. Attendees will learn about:

• Robotic selection options and expected startup costs.
• ROI’s and how the robotics suppliers will calculate them, and how you should interpret them.
• Indicators for deciding what type of bots you should consider based on your warehouse and picking/replenishment model.
• The KPI’s of picking/replenishments/putaways, and backlogs.
• Fully automated picking vs cobot picking options.
Speakers
avatar for Bud Budney

Bud Budney

Sr. Customer Solutions, Strategic Alliances, Onboarding and Enablement, Sequoia Group, Inc
I have been consulting in the Distribution, Manufacturing, and Warehousing industry for over 35 years. Working with companies to improve operations through software and hardware changes. Increasing efficiency while reducing cost. With over 35+ years of experience from being a Sr... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Palm Beach Room
  All Platforms, Warehouse / Operations

4:15pm EDT

(324) Best Practices for Counter Sales
First impressions matter...so do second, third, fourth ... you get the point. Counter sales represent opportunities to interface with customers, build brand loyalty, and secure long-term business. In a world of decreasing face-to-face interaction, be the stand out business that customers want to visit.
Speakers
avatar for Henry Cheng

Henry Cheng

Consultant, ASW Global Consulting
Hello Everyone!Some of you may already recognize me from our past interactions, while others are about to embark on a journey of getting to know me. For years, I’ve been a dedicated user of TWL, learning its capabilities and leveraging them to implement process improvements within... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Flagler Room
  All Platforms, Sales / Order Management, Purchasing / Inventory Management

4:15pm EDT

(150) Case Study: Create a Better Online Experience by Focusing on the Customers’ Perspective
Every business must deliver an online shopping experience that enables their B2B customers to search their products, add them to cart, and check out. Without a transactional site, wholesale distributors and manufacturers will lose revenue and relevance. But to be a differentiator in the marketplace, businesses must go beyond the catalog shopping experience and focus more on the customer experience from the customer’s perspective. In survey after survey, convenience trumps price in B2B customer purchase decisions – today’s busy buyers want efficiency, usability, and personalized experiences.

In this session, we’ll look beyond the basic online buying experience and show ways to bring added value to the end user. We’ll also provide real-world examples of progressive companies who are extending their online presence by focusing on customer experience from the customer’s perspective, then adding functionality and developing a roadmap to better engage and support their customers online – with a goal of driving more online sales.
Speakers
avatar for Bob Lewis

Bob Lewis

Software Business Analyst, Unilog

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Lake Room
  Case-Study, eCommerce

4:15pm EDT

(162) Join us for a roundtable discussion between Saftgard and Syncsite regarding SX.e integration with Infor CRM SLX
Join us for an in-depth discussion regarding the ins and outs of the bi-directional integration between SX.e and Infor CRM SLX. Bring your questions and engage with the leaders from Syncsite and Saftgard as they reveal the challenges and benefits they’ve seen utilizing ION and the integration between the ERP and CRM.
 
Key points:
  • Top business benefits and expectations
  • In-depth discussion points addressed
  • Client examples
Speakers
avatar for Bob Osborne

Bob Osborne

IT Manager, Saf-T-Gard International Inc.
avatar for Nick Kyriazis

Nick Kyriazis

Partner, Syncsite

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Manatee Room
  Case-Study, Sales / Order Management, Reporting / Data Management

4:15pm EDT

Developing Leadership for an Effective and Efficient organizational culture (Executive Summit registered attendees only)
The importance of developing leadership is nothing new BUT let's talk about why this isn't effective in the majority of organizations. In this session we will cover the importance of three key areas: people, process and communication.

It sounds simple and matter-of-fact, but like managing change, nothing about leadership comes with an "easy" button. Leaders today need to have a strong understanding of conflict resolution, situational leadership and emotional intelligence. When you can bring these three areas together- you can create a culture where your workforce is productive, innovative and engaged.
Speakers
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Vesey Room
  Executive Summit, Executive

4:15pm EDT

(403) A+ as a Hosted Solution
Aktion Associates has developed industry-specific cloud hosting solutions to meet the exact challenges facing distribution companies. Aktion’s Cloud approach is to deliver a cost-effective solution where customers ‘rent’ a shared infrastructure in Aktion’s own data center, while still ‘owning’ the software to run the business. Customers maintain the benefits of software applications, minus the burden of installing, configuring, running, and updating. And shared infrastructure means you pay for only what you use, with the flexibility to scale up or down at any time.

Join us for an overview and a sneak peak into existing case studies.
Speakers
FA

Fred Apollo

Account Manager, Aktion Associates
avatar for Mike Juliano

Mike Juliano

Principal Application Consultant, Aktion Associates
avatar for Jody Barlow

Jody Barlow

Managing Consultant, Aplus, Aktion Associates
Experienced Software Engineer with Management Skills dedicated to helping Customers for over 30 years maximize their software while supporting all areas of their businesses. Specialized in Infor Aplus ERP Software with experience integrating to WMS, CRM, BI, and many other solutions... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Bay Room
  Infor A+, All Attendees, Technical

4:15pm EDT

(350) A Day in the Life of IT and Introducing Cloudsuite Into your Environment
Finding more time in your day to manage an additional layer of technology with Infor OS will be challenging but the opportunity to integrate that technology into the business can and will provide great value for your company.
Speakers
avatar for Matt Petty

Matt Petty

President, Tridex Systems
At Tridex Systems we focus on Enterprise Cloud Services that complement and supplement our customers business and IT organizations.  As an Infor Alliance Partner and with a nationwide workforce experienced in application, development, technical and management consulting, our people... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Hamilton Room
  Infor CSD & CSDE M3, Technical |   Infor SX.enterprise, Technical

4:15pm EDT

(235) Sales Order Fulfillment: Order Type Functionality
Sales Order Fulfillment is the newest Order Type brought into the world of CSD. This session will explore the entry options, fulfillment and allocation selections, and invoicing choices.

• Learn how to create a Fulfillment Order.
• Learn how to review and submit a Fulfillment Order.
• Learn how to process a Fulfillment Order through to invoicing.
Speakers
avatar for Deanne Zwart
avatar for Kira England

Kira England

Senior Business Consultant, NSA
Kira has 20 years of experience in various aspects of wholesale distribution including Sales, Customer Service, Inventory Control, Warehouse Operations, Logistics, and IT Support. In her 20 years, she has worked with Infor’s SX.enterprise Distribution is all versions:  Character... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Floridian Ballroom H
  Infor CSD & Infor SX.enterprise, Sales / Order Management

4:15pm EDT

(279) How to Tap Off of Data Fabric Flows for Decoupled Applications.
Infor’s Data Fabric is more than just a data repository: it’s also a central gathering and distribution point for your CloudSuite data. In this session, we’ll discuss and demonstrate how to build data flows that subscribe to data changes in any application delivering data to the Fabric. We’ll also discuss how these can be used to build “out-of-band” applications that reduce reliance on API call volumes to CloudSuite.
Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Nassau Room
  Infor CSD & Infor SX.enterprise, Technical, Reporting / Data Management

4:15pm EDT

(310) TWL or WMS - What You Need to Know About Both Solutions
Within this session we will discuss the advantages and disadvantages of both TWL and WMS. This will be high-level discussion to help you make determination if you need to consider WMS or stay on TWL or start on TWL and eventually grow to WMS. We'll cover:

• Key differences between TWL and WMS functionality.
• Implementation differences between TWL and WMS.
• Key differences with support, personalization and optimization for warehouse productivity.
Speakers
avatar for Mary Bennett

Mary Bennett

VP Sales, NSA Computer Exchange Corp.
I've been working with Trend/SXE/CSD since the first release in 1989!
avatar for Barry Cooper

Barry Cooper

Senior Business Consultant, NSA
avatar for John Kociuba

John Kociuba

Business Consultant, NSA Professional Services
In August 2023 John joined the NSA team. With over thirty years of experience in the distribution and remanufacturing industry, he has a true understanding of the needs and connectivity challenges of all aspects of the sales and distribution business. John has learned about operational... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Floridian Ballroom G
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

4:15pm EDT

(356) Expanding Horizons: Adding New API Suites to Your Integration Arsenal
Unlock the potential of your data integration strategy. This session will guide you through incorporating fresh API suites into your toolkit. From understanding how swagger simplifies the process of designing, documenting, and implementing APIs to practical insights, you'll walk away equipped with the knowledge to enhance your integration capabilities and stay ahead in the evolving digital landscape.

• Learn how to add and configure a new API suite
• Learn about swagger documentation
• Learn how to create a custom endpoint using an API flow
Speakers
avatar for Rob Thayer

Rob Thayer

Sr. Technical Consultant, NSA
Rob has been working in technology since 1993 and joined NSA in 2019. His experience with Infor Distribution dates back to 2006, supporting customers across the US and Canada. He enjoys building relationships with NSA clients in order to help them achieve their business goals. With... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Orange Room
  Infor CSD & Infor SX.enterprise, Technical

4:15pm EDT

(361) Tips and Tricks for Leveraging Infor OS Extensibility
This session will go through all the different ways you can extend your CloudSuite solution that is cloud safe and upgradable.
Speakers
DH
avatar for Jeremiah Stone

Jeremiah Stone

Professional Services, Infor
avatar for Caitlin Porter

Caitlin Porter

Product Manager, Infor
I specialize in developing dynamic solutions using Infor OS App Designer and the Mongoose framework, leveraging the power of low-code tools to create tailored solutions that meet unique business needs. I have spent the last 10+ years crafting custom solutions and working closely with... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Floridian Ballroom I
  Infor CSD & Infor SX.enterprise, Technical

4:15pm EDT

(383) Deep Dive!: Robotic Process Automation Solution
Infor has launched its new Robotic Process Automation (RPA) product in the Infor Cloud. What does this mean for CSD and CSD.e customers? What are some of the popular use cases for Distribution companies? All the benefits of this new product will be covered. This session is targeted at IT developers and IT administrators.

• Explore the automatic categorization, as well as extraction and solution architecture
• Demonstrate how to create and test extraction policies using Ephesoft (IDM Capture)
• Demonstrate how to connect this process to IDM and ION for workflow management
• Perform an end-to-end walkthrough of a finalized implementation
Speakers
avatar for Story Monforte

Story Monforte

Sr. Director, Infor Marketplace and ISV Programs, Infor

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Citrus Room
  Infor CSD & Infor SX.enterprise, AI, Technical

4:15pm EDT

(394) Hands-On Lab - Tridex Mobile Bin Replenishment, Cycle Count and ePOD Apps
Tridex has developed 3 Mobile Apps for use with CSD. Come see how our Mobile Bin Replenishment, Cycle Count and electronic Proof of Delivery apps can help your company automate and digitize the way you do business. You'll learn how to:

• Speed up and make cycle counting more efficient and accurate
• Replenish consigned and crib inventory remotely
• Get signature images for order you deliver and have that signature show in CSD
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.
avatar for Mark Jelencic

Mark Jelencic

Senior Consultant, Tridex Systems
Mark has served many roles in supply chain for around 20 years, primarily focusing on inventory management and controls, purchasing, and financial analysis.  15 of those years was spent building and tailoring custom ERP’s, meeting, or exceeding client expectations, while increasing... Read More →

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Dade Room
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

4:15pm EDT

(345) How to Consume Product Updates and use Infor Configuration Management for M3-based CloudSuites
Do you know how to take advantage of the new functionality released for CSDE?  In this session we'll walk through the steps and processes to consume and leverage the new functionalities released as part of the monthly maintenance cycle. We'll also explain what it means by single version; and how Infor Configuration Management can be used to support your robust Continuous Improvement processes.

This session is useful for those who are currently implementing CloudSuite Distribution Enterprise as well as those who are already Live. Those not yet implementing may benefit but will not be the target Audience.
Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

Wednesday May 22, 2024 4:15pm - 5:15pm EDT
Brevard Room
  Infor CSDE / M3 Only, Technical

4:30pm EDT

(641) SPARK session: The New HTML5 Version of TWL
Are you still using the Telnet version of TWL? It is time to change over to the new HTML version. Come see the latest and greatest version of TWL
Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 30 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e for 23 years and is now working with CSD.He... Read More →

Wednesday May 22, 2024 4:30pm - 5:00pm EDT
Solutions Center Theater-1
  Infor CSD, Technical, Warehouse / Operations |   Infor SX.enterprise, Technical, Warehouse / Operations |   SPARK session, Technical, Warehouse / Operations

4:30pm EDT

(646) SPARK session: Exploring the Agile development process
This session will cover the Agile development process and how its benefits our development process as well as our customers. We discuss example where this process benefited our customers with our ability to react quicky and give customer’s peace of mind we are implementing their requirements.
Speakers
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →

Wednesday May 22, 2024 4:30pm - 5:00pm EDT
Solutions Center Theater-2
  Infor CSD, Technical |   Infor SX.enterprise, Technical |   SPARK session, Technical

5:00pm EDT

Happy Hour in the Solutions Center
Join us in the Solutions Center for an informal reception with open bar and hors d'oeuvres, and a chance to meet our sponsor partners.
Wednesday May 22, 2024 5:00pm - 6:30pm EDT
Bonnet Creek Ballroom VII-XII
  Meals and Networking, All Attendees

5:30pm EDT

(614) SPARK session: An Honest Conversation CEO to CEO
A candid conversation about the modern business landscape, tackling challenges such as the evolving workforce demographics, optimizing the sales process, effective change management, and integrating trustworthy AI strategies. This session offers invaluable perspectives for Executives seeking to navigate the complexities of modern business with confidence and foresight.
Speakers
avatar for James Gerdes

James Gerdes

President, WebPresented
James Gerdes is founder and CEO of WebPresented, bringing more than 8 years of executive experience with leading software vendors. Previously, James was Senior Software Architect at Infor and Management Consultant at PricewaterhouseCoopers in the UK. James is a leader in product strategy... Read More →

Wednesday May 22, 2024 5:30pm - 5:50pm EDT
Solutions Center Theater-1
  All Platforms, Sales / Order Management, Reporting / Data Management |   SPARK session, Sales / Order Management, Reporting / Data Management

5:30pm EDT

(627) SPARK session: Flintfox: The Power of Intelligent Pricing Technology
Inflationary costs, price pressure from competitors, and rapid changes in the supply chain means executing your pricing strategy with speed and precision has never been more important. Flintfox has decades of experience helping businesses with complex to calculate and delivery pricing and rebates in real-time, so you can protect margins and maximize revenue.

Our deep knowledge of wholesale and distribution means we can fine-tune an exact solution for you. Join us to learn how distributors are leveraging pricing software to handle complexity and protect their margins by:

• Enhancing data visibility for informed pricing decisions
• Streamlining manual processes
 • Responding to market changes with agility
Speakers
avatar for Steve Peppler

Steve Peppler

VP of Product and Business Transformation, Flintfox
Steve, a founder of Flintfox, has extensive pricing experience honed from senior finance and sales management roles at Kraft, Pepsi, Western Digital and Hewlett Packard. During his 20 years at Flintfox, Steve has worked closely with distributors from all sectors and all regions developing... Read More →

Wednesday May 22, 2024 5:30pm - 5:50pm EDT
Solutions Center Theater-2
  All Platforms, Finance, Pricing |   SPARK session, Finance, Pricing

6:00pm EDT

(629) SPARK session: Intelligent Doc Processing with DocBits (by FELLOWPRO)
DocBits‘ unique technology provides end-to-end automation for documents such as invoices, delivery bills, quotations, order confirmations, contracts and more.

Does your IDM Capture project have limited results? This presentation will show the different solutions that DocBits has to enable customers around the world to solve their challenges and will explain the possibilities that exist with IPD.

Are you still processing your incoming orders and invoices manually? Join us to learn how to process your business documents with AI-powered data extraction.
Speakers
avatar for Paul Fischer

Paul Fischer

CRO, FELLOWPRO AG

Wednesday May 22, 2024 6:00pm - 6:20pm EDT
Solutions Center Theater-2
  Infor CSD & CSDE M3, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management |   SPARK session, Reporting / Data Management

6:00pm EDT

(601) SPARK session: CSD/SX.e - Cyberquery Ad Hoc Reporting/Data Discovery
Cyberquery is a fast, easy-to-use, Business Intelligence solution which includes dashboards, reporting, analysis and data exploration for power users, occasional users and IT professionals.

Cyberquery provides you with the fastest and most productive way to explore, analyze and understand the data that drives your business. Join us to see:

• How Cyberquery excels at Report Writing/ Adhoc, Data Discovery
• How Cyberquery accesses Datalake, Data ponds and External data sources
• How Cyberquery produces Operational Reports, Financial Statements, Dashboards with Drill-downs, Data Extracts
Speakers
avatar for Brian Weaver

Brian Weaver

VP, Sales, NSA
NSA Vice President of Sales. I have been with NSA for over 9 years, with focus on our NSA+ portfolio of high value add-on solutions for SX.e & Cloud Suite ERP. Experienced event presenter at TUG and other conference events. I am married with four beautiful daughters. Also an avid... Read More →
avatar for Bradley Jackson

Bradley Jackson

Business Development Manager, Cyberscience Corporation
Brad Jackson has 27 years experience in Business Intelligence (BI) working for multiple BI vendors in both technical and business development roles. Over the past several years, Brad has focused on the distribution industry recently assisting partners with the delivery and application... Read More →

Wednesday May 22, 2024 6:00pm - 6:20pm EDT
Solutions Center Theater-1
  Infor CSD, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management |   SPARK session, Reporting / Data Management
 
Thursday, May 23
 

7:00am EDT

Breakfast
Breakfast is served across from the Solutions Center.
Thursday May 23, 2024 7:00am - 8:30am EDT
Floridian Ballroom A-F
  Meals and Networking, All Attendees

8:00am EDT

(610) SPARK session: Revealing the Secrets to Best-in-Class Performance in B2B Order Fulfillment
Conexiom harnesses AI to deliver an Amazon-like experience for B2B sales. Top distribution companies use the Conexiom Platform for intelligent, digital order automation. We are purpose-built for automating our customers’ most critical and complex B2B document transactions, with 100% accuracy and no manual review. Join this session to see:

• Why most companies can't deliver more perfect orders.
• What keeps service teams from serving their customers.
• How to reduce costs by improving order fulfillment KPIs.
Speakers
avatar for Corey Ouellette

Corey Ouellette

Senior Product Manager, Conexiom
Corey Ouellette is a seasoned product management professional with a strong customer-focused approach and a talent for identifying and seizing opportunities that challenge the status quo. In his current role at Conexiom, he plays a pivotal part in facilitating integrations that help... Read More →

Thursday May 23, 2024 8:00am - 8:20am EDT
Solutions Center Theater-1
  All Platforms, AI, eCommerce |   SPARK session, AI, eCommerce

8:00am EDT

(612) SPARK session: Infor Direct / Alliance Partner Services Offerings from Central Data
Central Data offers Infor Direct users a wide range of services from extensions, support, engineering, full CSD migrations and all in between. Learn more about our array of services in this session with special discounts for TUG attendees.
Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 30 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e for 23 years and is now working with CSD.He... Read More →
avatar for Joe Davidson

Joe Davidson

President, Central Data

Thursday May 23, 2024 8:00am - 8:20am EDT
Solutions Center Theater-2
  Infor CSD, Technical |   Infor SX.enterprise, Technical |   SPARK session, Technical

8:00am EDT

Solutions Center Open
This time is dedicated to our sponsor partners. Sit in for a partner demo in one of our two mini-theaters inside the Solutions Center, or just relax and spend time getting to know our partners and the solutions they have to help improve your business. Snacks and drinks will be served.
Thursday May 23, 2024 8:00am - 10:00am EDT
Bonnet Creek Ballroom VII-XII
  Meals and Networking, All Attendees

8:15am EDT

Unleashing Collective Genius: The Power of Radical Collaboration (Executive Summit registered attendees only)
You can’t compete externally if you can’t collaborate internally. Projects in an organization can lose a lot of creativity and positive energy in the way people collaborate. With the Radical Collaboration approach people get insights in how they act and react and how that impacts, and often slows down, the projects they are running.

Ludo has successfully used this approach in more than 30 system implementations in international environments. Whether you're a seasoned leader or simply curious about how you can make your teams operate in more effective way this session will give you the practical insights on how to effectively collaborate in your own organization.
Speakers
avatar for Ludo Hof

Ludo Hof

Senior Partner, Always a Choice B.V.

Thursday May 23, 2024 8:15am - 9:45am EDT
Vesey Room
  Executive Summit, Executive

8:30am EDT

(603) SPARK session: Kodaris Business Intelligence and AI
Kodaris CEO and AWS commercial account executive Audrey Rose Laura will discuss the areas AWS is working with Kodaris Business Intelligence and AI, including:

• AWS QuickSight
• Quote, Order, and AP Automation - AWS Textract
• Commerce - AWS Bedrock, AWS Personalize in Search, PIM, and Personalization
Speakers
avatar for Tony Zakula

Tony Zakula

CEO and Founder, Kodaris
CEO of Kodaris, lifelong software engineer, and have been working in the distribution industry with Infor products for almost ten years.  Passionate about each and every customer's success.
AR

Audrey Rose Laura

AWS Account Manager, Kodaris

Thursday May 23, 2024 8:30am - 8:50am EDT
Solutions Center Theater-1
  All Platforms, eCommerce |   SPARK session, eCommerce

8:30am EDT

(628) SPARK session: Intelligent Doc Processing with DocBits (by FELLOWPRO)
DocBits‘ unique technology provides end-to-end automation for documents such as invoices, delivery bills, quotations, order confirmations, contracts and more.

Does your IDM Capture project have limited results? This presentation will show the different solutions that DocBits has to enable customers around the world to solve their challenges and will explain the possibilities that exist with IPD.

Are you still processing your incoming orders and invoices manually? Join us to learn how to process your business documents with AI-powered data extraction.
Speakers
avatar for Paul Fischer

Paul Fischer

CRO, FELLOWPRO AG

Thursday May 23, 2024 8:30am - 8:50am EDT
Solutions Center Theater-2
  Infor CSD & CSDE M3, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management |   SPARK session, Reporting / Data Management

9:00am EDT

(605) SPARK session: Natural Language Ordering for CSD
Natural language quoting and ordering is here for CSD and related applications using commonly available new tools like ChatGPT and integration technology from Expertek. See it in action in this session.
Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Thursday May 23, 2024 9:00am - 9:20am EDT
Solutions Center Theater-1
  Infor CSD, AI, Sales / Order Management |   Infor SX.enterprise, AI, Sales / Order Management |   SPARK session, AI, Sales / Order Management

9:00am EDT

(631) SPARK session: Expand your Infor M3 with Fully Integrated Apps to Streamline your Warehouse Management, Shopfloor Reporting, Maintenance, and Other Areas!
During the presentation, we will show a package of applications dedicated to expanding Infor M3 systems (Infor 13.4 or Infor Cloud). These applications are dedicated to supporting core process areas, such as warehouse management, shop floor reporting, quality management, field service, maintenance, or administration. Our apps have been created to improve standard Infor capabilities by offering a fully mobile, very effective, and intuitive user interface. Our apps are also deeply integrated with Infor M3 systems – thanks to the specialized Infor connectors, all the business data is constantly exchanged with the Infor database (via official API), so the applications can be treated as an alternative user interface for Infor users. But there is one more important advantage of our applications: all of them have been created as low-code applications, so customers can independently modify them or build new ones, by simply drawing process diagrams (instead of using programming code).

We have been developing our applications for Infor since 2017, and they have been widely implemented by Infor M3 customers around the world (especially in the Nordic countries).

Key Points:
  • Enhanced Functionality for Infor M3 Users
  • Seamless Integration and Data Exchange
  • Empowering Users with Low-Code Customization
Speakers
PP

Paul Phillips

V.P. Product Management, Novacura

Thursday May 23, 2024 9:00am - 9:20am EDT
Solutions Center Theater-2
  Infor CSDE / M3 Only, Technical |   SPARK session, Technical

9:30am EDT

(613) SPARK session: Swiping Right to Increase your Sales by 15%
How do Executives know their teams are focused on the highest priorities? Introducing Plaimaker. A tool that directs the sales professional to the most profitable or important activities of the day. It’s not your typical business application, instead, imagine having your team “swipe left or swipe right” on real business opportunities. Plaimaker is designed to look and feel like modern dating apps, but rather than potential love matches, your sales team is given suggested tasks and opportunities they can complete to help drive their revenue and sales goals.
Speakers
avatar for James Gerdes

James Gerdes

President, WebPresented
James Gerdes is founder and CEO of WebPresented, bringing more than 8 years of executive experience with leading software vendors. Previously, James was Senior Software Architect at Infor and Management Consultant at PricewaterhouseCoopers in the UK. James is a leader in product strategy... Read More →

Thursday May 23, 2024 9:30am - 9:50am EDT
Solutions Center Theater-1
  All Platforms, Sales / Order Management, Reporting / Data Management |   SPARK session, Sales / Order Management, Reporting / Data Management

9:30am EDT

(625) SPARK session: Accounts receivable and Cash Application don’t have to be such a​ Glitch
Versapay will show you how transforming your Accounts Receivable program can:
• Decrease manual work and delays
• Provide high touch customer service that improves customer satisfaction
• Accelerate cash flow and reduce manual errors
Speakers
MS

Manan Saksena

Senior Solutions Engineer, VersaPay

Thursday May 23, 2024 9:30am - 9:50am EDT
Solutions Center Theater-2
  All Platforms, Finance |   SPARK session, Finance

10:00am EDT

General Session
Join us to hear updates from Infor, and meet our new incoming TUG Chairman Della Coffelt with Distributors Corp. of America.

Then, prepare to be engaged and empowered as our keynote speaker Kim Lear shares her expertise on building next-generation workplaces and communities. Kim will explore how the very things that make us human—our aspirations, values, relationships, and work—have evolved over time. Through a generational lens, we’ll gain critical insights into where we’ve been, how we got to where we are today, and where we may go from here.
Thursday May 23, 2024 10:00am - 11:30am EDT
Bonnet Creek Ballroom I-VI
  Meals and Networking, All Attendees

11:30am EDT

Lunch
Lunch is served across from the Solutions Center.
Thursday May 23, 2024 11:30am - 1:00pm EDT
Floridian Ballroom A-F
  Meals and Networking, All Attendees

12:30pm EDT

(643) SPARK session: Innovation Use Case - Csuite for Distribution Analytics
Join us for a brief introduction to Csuite for Distribution Analytics. Through this session you will get a high level look at persona based content that has been designed to give users better insight into business performance & help drive action.

Through this session we will cover:

-Who the Target Persona is for CSuite

-Live Demonstration

-What’s Next for CSuite
Speakers
avatar for Erica Svahnberg

Erica Svahnberg

MIS, Charles D Jones & Co., Inc
avatar for Brandon Stacken

Brandon Stacken

Sr. Solution Consultant, Infor

Thursday May 23, 2024 12:30pm - 1:00pm EDT
Solutions Center Theater-1
  Infor CSD, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management |   SPARK session, Reporting / Data Management

12:30pm EDT

(644) SPARK session: API 101 - Getting Started
Drop in for a 30-minute introductory session to demystify APIs (Application Programming Interfaces). Whether you're new to the world of software development or looking to enhance your understanding, this session is designed for you. We'll cover the fundamentals of APIs, the infor IONAPI Gateway, the swagger tool and more. By the end of this session, you'll have an understanding of whats required to make and API call and how you can start using them in your projects. Don't miss out on this opportunity to kickstart your journey into the world of APIs!
Speakers
avatar for Rob Thayer

Rob Thayer

Sr. Technical Consultant, NSA
Rob has been working in technology since 1993 and joined NSA in 2019. His experience with Infor Distribution dates back to 2006, supporting customers across the US and Canada. He enjoys building relationships with NSA clients in order to help them achieve their business goals. With... Read More →

Thursday May 23, 2024 12:30pm - 1:00pm EDT
Solutions Center Theater-2
  Infor CSD/CSDE, Technical |   Infor SX.enterprise, Technical |   SPARK session, Technical

12:30pm EDT

(101) Everything You Need to Know About Artificial Intelligence… But Didn’t Know to Ask (2024 Edition)
Since ChatGPT exploded in our lives in 2022, Artificial Intelligence (AI) is already having a significant impact on the tasks and and requirements needed for today’s education and professional work. While many are fearful that AI will replace the need for many, the reality is much more nuanced than what many are preaching, though the skill sets and tasks required are evolving. Attend this session to keep up the various tech tools that will impact your career moving forward.

After participating in this session, the learner will be able to:

• Identify 30+ AI tools that can support your work
• Learn how to create your own chatbot for your organization using the best currently available tools
• Understand how current AI technology will continue to evolve
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom H
  All Platforms, AI

12:30pm EDT

(120) Management by Objective, Management by Measurement (Grant Howard)
Distribution authority Grant Howard will discuss and share best practices concepts and techniques distributors need to understand and utilize to achieve top performance. Results clearly show that companies that 1. Offer stellar customer experience at a fair price, 2. Support their employees with proper procedures, education and tools and 3. Systematically drive cost out of the process; are among the highest profit companies. These companies have clear vision, solid direction and execution excellence across the entire organization. This top-to-bottom end-to-end approach focuses on objectives, continuous improvement and measurement; and fosters success and drives stellar results across the company.

Join Grant as he discusses strategies, techniques and methodologies for improving a distributor’s bottom line, its customer experience, its growth potential and its employee happiness. Grant will share his experience and result-driven approach to helping companies bring clarity and direction to all levels of the organization creating a strong foundation and team concept. He will discuss the importance of balanced company objectives, achieving execution excellence as well as smart technology utilization, a solid educational program and consistent measurement to assure success.

Reconnect and reenergize your company driving topmost performance throughout the company. Don’t miss this eye opening, results driven, systematic approach to drive profits, customer experience, growth and employee performance to new levels. Something for everyone at all levels and departments of your company, no one should miss this session.

Grant Howard is a distribution industry's authority on taking profits, service and growth to new levels. Grant has multiple years of practical hands-on distribution experience as well as the experience of sitting on several board-of-directors and advisor boards. Grant’s top to bottom, bottom to top and end to end experience allows him to share a “result driven” approach that drives results rather than hopes for results.
Speakers
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Orange Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

12:30pm EDT

(132) Change Management- Let's Get Started
Change Management. You can google it and be inundated with tons of information. The truth is that there needs to be a fair amount of work put into place before we can manage any change initiative.
Getting started with managing change is vital to the success of the planning, implementation, and overall adaptation of change....So where do we start? How do we get started?
Join Sara Weith as she jumps into all that is needed to get started with Change Management.
Speakers
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Escambia Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

12:30pm EDT

(144) Critical Components of a Powerful Search Tool
Site Search users either know what they are looking for, or they are not having fun finding it with the site category navigation. In either case, it has long been proven that users of eCommerce Site Search have much higher conversion rates than people who primarily click and browse. While the numbers vary from study-to-study & site-to-site, there is usually a 3-10x conversion rate for Site Search users … WHEN the Site Search is good. If you have a bad Site Search experience, B2B buyer adoption is a challenge & the call center gets an earful.

A great Site Search aligns the buyers experience so there is consistency in between the Search and Browse UX. The right Product Attributes are displayed at the right time to guide the buyer to purchase. Part numbers & dimensions choke many Site Search systems built for B2C, how does yours do? Performance is a key consideration, as is cost. SaaS solutions tend to be slower and have increasing costs with volume, while tools installed onto the servers you control keep performance in your power & often have flat, or at least flatter, pricing models.
Speakers
avatar for Ben Rudnick

Ben Rudnick

VP of Digital Transformation, ATWIX
Ben Rudnick = Key Presenter on Technology for two decades, from Singapore to Davos + an eCommerce expert in Ai & Conversion Rate Optimization + a Fun HatLong Known as a Search & Navigation, Product Findability expert, Ben Rudnick engineers Site Goals Into a REALITY. With hands... Read More →

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Manatee Room
  All Platforms, eCommerce

12:30pm EDT

(183) Top 10 Mistakes that Companies Make During Implementation
Join this session for a glance into the top 10 mistakes that companies frequently encounter during implementation processes. We will dissect common pitfalls ranging from inadequate planning to poor communication strategies.

Through real-world case studies and interactive discussions, attendees will gain insights on how to navigate these challenges effectively. Don't miss out on this opportunity to optimize your implementation approach and drive sustainable growth for your organization.
Speakers
avatar for Dawn Balukonis

Dawn Balukonis

Practice Manager, Infor CloudSuite Distribution & Infor SX.e, Aktion Associates
avatar for David Gneiser

David Gneiser

Senior Application Consultant, Aktion Associates
Long-time user of A+ at our family business = 1989-2013.Joined the Aktion staff in 2014 supporting our A+ customers.Moved over to CSD in 2017.Blessed to assist our customers as they are on their journeys to CSD.
avatar for Scott Smithson

Scott Smithson

Senior Vice President - Consulting and Project Management, Central Data

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Collier / Columbia Room
  All Platforms, Upgrading

12:30pm EDT

(149) Case Study: Driving Ecommerce Growth: Unveiling Agilix’s Strategy with Integration Automation & Customer Enablement
Join us for an immersive session delving into the transformative powers of applying the 2 main pillars of ecommerce and digital maturity - Integration Automation and Customer Enablement. Our session will highlight the details of Agilix's most recent digital project, showcasing seamless integration with SXe API, empowering businesses with much more streamlined processes for order history, quotes, and customer-specific pricing.

In addition, we'll cover customer enablement features such as custom products via quotes, leveraging multiple inventory providers, amplifying engagement through sales reps, and incentivizing customer loyalty via eRewards. With a hands-on demonstration of the quote tool and custom product features, attendees will witness firsthand how Agilix propels e-commerce and digital maturity to new heights, redefining the landscape of customer-centric innovation.
Speakers
avatar for Brendan Cameron

Brendan Cameron

Strategic Account Director and Solutions Engineer, Americaneagle.com
Brendan is a Strategic Accounts Director at Americaneagle.com currently working on numerous sites in the B2B and B2C marketplaces. He has experience working with clients both large and small, and managing highly-customized ecommerce solutions. Brendan specializes in tiered customer... Read More →

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Palm Beach Room
  Case-Study, eCommerce

12:30pm EDT

(322) Case Study: Automating Shipping with Infor Integrated TMS
Learn how to automate your shipping processes and enhance your overall supply chain process. We will demonstrate the TMS solution and discuss how Power & Tel implemented a global scalable TMS solution that supports shipping from and to anywhere with a real-time integration to all of their parcel and LTL carriers. A robust integration between Infor system and Piyovi TMS using REST APIs enables seamless automation of rating/shipping/tracking, eliminates all manual processes, improves operational efficiency, reduces freight costs, and enhances customer experience. Join us to learn about:

• The Power of Infor Integrated TMS – save time, avoid manual errors, systems in sync (ERP/Carriers/TMS).
• Saving Money – choose optimal ship method, reduce freight spend, optimize operations
• Improving Customer Service – get shipments to the right place at the right time with visibility from shipment booking till delivery
Speakers
avatar for Dennis Dominioni

Dennis Dominioni

VP, Technologies, Power & Tel
Dennis DominioniPower & Tel
PS

Pritesh Shah

Sr. Director - Enterprise Sales, Piyovi

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Hamilton Room
  Case-Study, Warehouse / Operations

12:30pm EDT

(217) Document Output Management and Managing Forms Templates
IDM Output Management allows an administrator to create Form Templates that can be used with Forms Printing from CSD. This session will cover creating Forms Templates, utilizing the Microsoft Word add-in, and uploading to IDM for Forms Printing.

• Know what you need to start editing forms
• Know how to change your CSD AO options for IDM
• Make basic edits and upload and save your new templates for use in CSD
Speakers
avatar for Jeff Wettschurack

Jeff Wettschurack

Senior Consultant, Tridex Systems

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Citrus Room
  Infor CSD & CSDE M3, Technical |   Infor SX.enterprise, Technical

12:30pm EDT

(311) Infor WMS Overview
Enter the era of automation and unlock your warehouse's true potential - join us for an overview of the key features of Infor Warehouse Management and see how it can improve efficiency and accuracy in your warehouse operations.
Speakers
avatar for Jerry Beaston

Jerry Beaston

Infor WMS Senior Product Manager, Infor
avatar for Vishal Minocha

Vishal Minocha

VP, Product Management, Infor

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Broward Room
  Infor CSD & CSDE M3, Roadmap, Warehouse / Operations |   Infor SX.enterprise, Roadmap, Warehouse / Operations

12:30pm EDT

(276) Building a Dynamic Data Network Using Birst
In this session, we will be learning about the Analytics roadmap, including new and exciting features and content. In addition, we'll demonstrate how to extend your Cloudsuite Analytics to meet the needs of your organization! 
Speakers
avatar for Tiffany Canada

Tiffany Canada

Sr. Product Manager, Infor

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Gilchrist Room
  Infor CSD & CSDE M3, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management

12:30pm EDT

(320) ISM Roadmap
Find Out How Infor Service Management is Innovating to Better Support your Business
Speakers
JS

Jessica Stoykewych

Product Manager, Infor

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Bay Room
  Infor CSD & CSDE M3, Roadmap, Warehouse / Operations |   Infor SX.enterprise, Roadmap, Warehouse / Operations

12:30pm EDT

(331) Infor OS Workspaces, Smart Panel and Widgets
Infor OS provides a landing page for your users, no matter their role in the company. Are you utlizing Homepages to the full potential for your users? What do they need/want to see when they first Login the Portal? What is a Widget? This session will answer these questions and more! Homepages should be able to help drive your users day in a more organized and relative way, so let us show you how!

• Learn how users will benefit from Homepages/Workspaces!
• Learn how to manage and administer Homepages/Workspaces!
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom I
  Infor CSD & CSDE M3, Technical |   Infor SX.enterprise, Technical

12:30pm EDT

(202) Unveiling the Unseen: Exploring the 10 Hidden Gems in CloudSuite Distribution
Embark on a journey into the depths of CloudSuite Distribution as we uncover its hidden treasures. Delve beyond the surface and discover the lesser known yet powerful features that can transform the way you optimize, manage, and leverage this robust software. Together we will navigate through ten concealed functionalities, sharing insights, tips, and practical demonstrations that can elevate your proficiency and effectiveness in utilizing CloudSuite Distribution. Whether you're a novice or an experienced user, this session promises to unlock a wealth of invaluable insights that can revolutionize the way you harness the full potential of CloudSuite Distribution. Don't miss this opportunity to amplify your software expertise and gain a competitive edge in your industry. Join us and illuminate the path to maximizing your software's capabilities
Speakers
avatar for Brandy Alderman

Brandy Alderman

Senior Business Consultant, NSA
I've had over 20 years of experience with SX.e as a developer, Applications manager, IT Director, and now a consultant.  At NSA, I focus on customers that are either looking to upgrade to CSD or get the most out of their current CSD environment.  I'm a huge fan of TUG.  I have... Read More →
avatar for John Kociuba

John Kociuba

Business Consultant, NSA Professional Services
In August 2023 John joined the NSA team. With over thirty years of experience in the distribution and remanufacturing industry, he has a true understanding of the needs and connectivity challenges of all aspects of the sales and distribution business. John has learned about operational... Read More →

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom G
  Infor CSD & Infor SX.enterprise, All Attendees

12:30pm EDT

(229) Bid Prep for CloudSuite Distribution
Enable your Sales Team to engage in more opportunities overall. Join Acumen Group for a Live Demonstration of Bid Prep for CSD, which automates the creation, tracking and fulfillment of your bids.

“With the addition of Bid Prep, we are able to enter, track and evaluate long term job quotes/bids independently vs our quick QU quotes that may get converted to a sales order. Additionally, the Bid Prep System allows us to create and track revisions that the customer requests, or that become necessary due to price changes or quote expiration. This has made our operation more streamlined and allows us to separate the two worlds.” - VP Operations & GM, Waterworks Distributor
Speakers
avatar for Kareena Dong

Kareena Dong

Chief Operating Officer / Lead Sales, Acumen Group

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Lake Room
  Infor CSD & Infor SX.enterprise, Sales / Order Management, Pricing

12:30pm EDT

(232) Rebates 101: Introduction to Creating and Maintaining Rebate Records
This session will help you get started on using Rebates in CSD and SX.e. You'll learn how to set up and configure rebate records, and tailor them to meet your specific business needs.
Speakers
avatar for Kevin Young

Kevin Young

Product/Pricing Manager, SMC

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, Finance, Pricing

12:30pm EDT

(386) CSD and Mongoose Development
Learn how to develop a fully integrated Mongoose extension into CloudSuite Distribution.
Speakers
DH
avatar for Caitlin Porter

Caitlin Porter

Product Manager, Infor
I specialize in developing dynamic solutions using Infor OS App Designer and the Mongoose framework, leveraging the power of low-code tools to create tailored solutions that meet unique business needs. I have spent the last 10+ years crafting custom solutions and working closely with... Read More →

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Nassau Room
  Infor CSD & Infor SX.enterprise, Technical

12:30pm EDT

(392) Hands-On Lab - CSD WebUI Basics
CSD WebUI basics session aims to offer attendees a practical introduction to navigating Infor’s Cloudsuite Distribution (CSD) ERP cloud software. Participants will engage in hands-on exercises covering fundamental concepts and navigation techniques essential for effectively utilizing the ERP system.

Key topics and demonstrations will include:

• Accessing a "Test" Environment
• Sales Order Entry
• Purchase Order Entry
• Warehouse Transfers
• Other miscellaneous functions

Overall, the CSD WebUI basics session aims to empower attendees with the foundational knowledge and skills necessary to assess, navigate, and utilize Infor’s Cloudsuite Distribution ERP software effectively.
Speakers
avatar for Lori Jager

Lori Jager

Sr Tech, Tridex Systems
Lori is a Senior Application Specialist working with customers to leverage new features and troubleshooting issues.  She has been with Tridex Systems for 16 years and before that she worked in Support at NxTrend / Infor for 10 years.  Lori also worked for a plumbing wholesaler for... Read More →
avatar for Mark Jelencic

Mark Jelencic

Senior Consultant, Tridex Systems
Mark has served many roles in supply chain for around 20 years, primarily focusing on inventory management and controls, purchasing, and financial analysis.  15 of those years was spent building and tailoring custom ERP’s, meeting, or exceeding client expectations, while increasing... Read More →

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Dade Room
  Infor CSD & Infor SX.enterprise, Technical

12:30pm EDT

(205) Roadmap for M3-based CloudSuites
This must-attend session for all CSDE customers provides an overview of the exciting product investments, deliveries, and recent successes for M3, M3 Cloud, and the M3-based CloudSuites. You'll get a close-up look at the roadmap and learn more about the latest strategic initiatives for these products. This session is useful for those who are not yet implementing, currently implementing or those who are Live on CloudSuite Distribution Enterprise.
Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

Thursday May 23, 2024 12:30pm - 1:30pm EDT
Brevard Room
  Infor CSDE / M3 Only, Roadmap

1:00pm EDT

Prepare for the Future: Building Next-Generation Workplaces and Communities (Executive Summit registered attendees only)
Join in for an engaging follow-up session with our keynote speaker Kim Lear. This session is tailor-made for interactive Q&A, offering you the chance to delve deeper into the insights and strategies Kim shared earlier on building your next-generation workplace. So, buckle up and let's ignite a conversation that will help shape the future of the Distribution workplace!
Speakers
avatar for Kim Lear

Kim Lear

General Session Keynote Speaker, Inlay Insights
Founder & Content Director of Inlay Insights Kim Lear is a writer, researcher, and the founder of Inlay Insights. She is known for skillfully weaving eye-opening statistics, insightful stories, and relevant case studies to make presentations come alive. Before founding Inlay, Kim... Read More →

Thursday May 23, 2024 1:00pm - 1:45pm EDT
Vesey Room
  Executive Summit, Executive

1:45pm EDT

Executive Summit Wrap-up (Executive Summit registered attendees only)
Your feedback is important! This will be a quick wrap-up to discuss what went right, what went wrong, and your ideas for future topics and/or speakers for the summit.
Speakers
avatar for Kent Justice

Kent Justice

Executive Summit Moderator
Kent Justice co-anchors News4Jax's 5 p.m., 10 p.m. and 11 p.m. newscasts weeknights and reports on government and politics. He also hosts "This Week in Jacksonville," Channel 4's hot topics and politics public affairs show each Sunday morning at 9 a.m. Civic leaders, business professionals... Read More →

Thursday May 23, 2024 1:45pm - 2:00pm EDT
Vesey Room
  Executive Summit, Executive

1:45pm EDT

(502) eCommerce Solutions Pre-Integrated by ATWIX for Shopware, Magento & Adobe Commerce
ATWIX presents the Infor Pre-Integrated solution for Shopware, Magento, or Adobe Commerce. Designed by Ben Rudnick (Fun-Hat), a product pioneer with 3 decades of leading eCommerce innovations with 15 years of ROI for Infor Distributors + delivering huge ROI eCommerce improvements. Built by ATWIX, the #1 code contributor to Magento since 2018, ATWIX's solution provides a seamless, robust eCommerce platform for Infor Distributors. Designed to integrate flawlessly with Infor your ERP, it offers a scalable, feature-rich package that's customizable to meet unique business needs, whether upgrading or seeking new solutions.

Join us to learn:
• What is the value and capability of an Open-Source eCommerce solutions, Pre-Integrated with Infor?
• What is it like working with ATWIX on eCommerce for development and digital transformation?
• What are the differences between the ATWIX Pre-Integrated Open-Source platform options (Shopware, Magento OS, Adobe Commerce)?
Speakers
avatar for Ben Rudnick

Ben Rudnick

VP of Digital Transformation, ATWIX
Ben Rudnick = Key Presenter on Technology for two decades, from Singapore to Davos + an eCommerce expert in Ai & Conversion Rate Optimization + a Fun HatLong Known as a Search & Navigation, Product Findability expert, Ben Rudnick engineers Site Goals Into a REALITY. With hands... Read More →

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Palm Beach Room
  Partner Demo, eCommerce |   All Platforms, eCommerce

1:45pm EDT

(508) ProSales - Customer Stratification and Modelling
Understanding and objectively classifying your customers is fundamental to all of the decisions you make concerning pricing, discounts, and sales activities. Too often distributors make decisions based on unreliable perceptions of which customers are truly carrying their business.

The National Association of Wholesaler-Distributors (NAW) have put years of research into customer stratification, and ProSales is the key to applying their conclusions and best practices to your business.

This demo will show you how you can quickly and effectively implement the NAW best practices of Customer Stratification and Modelling. What are the factors that contribute to your model, what are effective strategies that arise from your stratification results, and how can you expose these results to your entire organization are all addressed in this brief, yet powerful, demonstration!
Speakers
avatar for Tim Plotner

Tim Plotner

Director, E&A - Earnest & Associates

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Hamilton Room
  Partner Demo, Reporting / Data Management |   All Platforms, Reporting / Data Management

1:45pm EDT

(514) MaxRecall New Features and Functionality Roadmap
Always on the cutting edge, MaxRecall's innovative solutions will streamline your document management and business processes. The MaxRecall development team has delivered more than 50 new features and functionality in the last year. Discover our cost effective, fully automated indexing tool with IDM delivery options.

• Learn how our document based workflows and deep Infor integrations facilitate efficient business processes
• See our newest AP Process Facilitation and Automation Solutions
• Review all of the bells and whistles added for the best user experience
Speakers
avatar for Raymond Brooks

Raymond Brooks

CEO, MaxRecall
MaxRecall Technologies’ founding premise since day one has been “Documents and the information they contain drive all business processes”. Whether working in the office or remotely, documents are the language of business. MaxRecall helps you lower costs and maximize productivity... Read More →
avatar for Eric Whitener

Eric Whitener

VP of Operations, MaxRecall
Eric M. Whitener presently serves as MaxRecall's Vice President of Operations, with 12 years in the organization  Eric has been focused on establishing a consistent approach to service and support ensuring customer satisfaction in all interactions.  He spends his free time working... Read More →

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Nassau Room
  Partner Demo, Document Management |   All Platforms, Document Management

1:45pm EDT

(525) A Better Way to Manage Ecommerce presented by Znode
See how Znode will provide the flexibility to grow your company's online business by integrating sales into the ecommerce experience, and capture new revenue and customers.

Znode is an enterprise, B2B ecommerce platform created for the unique needs of distributors. Znode’s native B2B functionality allows for easy management of customer-specific catalogs, management of multiple web storefronts, workflow approvals, complex pricing, inventory and product types, as well as quote management.
Speakers
avatar for Tom Flierl

Tom Flierl

Chief Commercial Officer, Znode / Amla Commerce
Looking forward to connecting at TUG CONNECTS 2023 Synergy! Please feel free to reach out with questions on B2B ecommerce. I am happy to answer questions about our platform Znode or simply offer advice and insights. Text me at 414-305-4879 if that is an easier way to schedule tim... Read More →
avatar for Wil Goodman

Wil Goodman

Account Executive, Znode / Amla Commerce
Looking forward to connecting at TUG CONNECTS 2023 Synergy!Please reach out with questions on B2B ecommerce. I am happy to answer questions about our platform Znode or simply offer advice and insights.Text me at 262-951-1843 if that is an easier way to schedule time.

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Manatee Room
  Partner Demo, eCommerce |   All Platforms, eCommerce

1:45pm EDT

(527) The DCKAP Integrator: A Technical Review
DCKAP Integrator connects your ERP system with eCommerce store, CRM, inventory, accounting, logistics, marketplaces, and other applications—so data flows between them automatically and in real time.

Seamless integration of systems stands as a pivotal element within any digital architectural framework, and the trajectory of business evolution holds commensurate significance alongside that of the customer journey. See how the DCKAP Integrator can add value and empower your business by mitigating reliance on developers.
Speakers
avatar for Aaron Pallares

Aaron Pallares

Customer Success Manager, DCKAP
Aaron Pallares is a Solution Consultant and a Customer Success Manager at DCKAP. A Certified ScrumMaster and an expert on the DCKAP Integrator, he enjoys providing clients with in-depth analysis of digital architecture. He always looks into previously held, existing, and new digital... Read More →

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Dade Room
  Partner Demo, eCommerce |   All Platforms, eCommerce

1:45pm EDT

(532) Better Budgets and Forecasts with Phocas Software
Learn how you can make manual, static budgeting a thing of the past using Phocas Software! Get an overview of how to work with your up-to-date financial, operational, and sales data for flexible, connected budgeting and forecasting. Learn how every team can easily collaborate with out-of-the-box workflows that pull from data in your Infor ERP, and how your sales, purchasing and HR teams get driver-based functionality, forecasting, demand planning and headcount management all in one place to steer your business towards success.
Speakers
DO

Divya Orr

Account Executive, Phocas Software

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Collier / Columbia Room
  Partner Demo, Reporting / Data Management |   All Platforms, Reporting / Data Management

1:45pm EDT

(538) WPCRM: AI-Powered CRM Built for Wholesale Distribution
Experience our leading CRM, quoting, and AI-driven sales enablement solution. Designed specifically for wholesale distributors, WPCRM streamlines sales processes, manages customer relationships, and accelerates business growth. See our AI-powered sales assistant, Plaimaker, in action. Plaimaker is equipping distributors with an additional $5 million in opportunities monthly, a 15% sales increase, and 29% more sales activities.
Speakers
avatar for James Gerdes

James Gerdes

President, WebPresented
James Gerdes is founder and CEO of WebPresented, bringing more than 8 years of executive experience with leading software vendors. Previously, James was Senior Software Architect at Infor and Management Consultant at PricewaterhouseCoopers in the UK. James is a leader in product strategy... Read More →

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Bay Room
  Partner Demo, Sales / Order Management, Reporting / Data Management |   All Platforms, Sales / Order Management, Reporting / Data Management

1:45pm EDT

(516) Creating a report in CSD Analytics using Visualizer
Join us for an overview of CSD analytics. Learn how to navigate CSD Analytics using Infor Birst, the native cloud business intelligence (BI) and analytics platform in CloudSuite Distribution. Using Birst, Praesto Consulting helps organizations understand and optimize complex processes in less time than traditional BI solutions.

This session will cover:

• How to create a report
• Best practices for reporting
• How to distribute a report
Speakers
avatar for Kevin Dean

Kevin Dean

Principal Consultant, Praesto Consulting

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Floridian Ballroom H
  Partner Demo, Reporting / Data Management |   Infor CSD & CSDE M3, Reporting / Data Management

1:45pm EDT

(537) The Future of Data and Analysis, Now - Infor Apps & Microsoft Fabric
Attendees will learn about the advanced data and analytics functionality that can be provided by Microsoft Fabric, the great feasibility for all customers to leverage that functionality, whether their Infor applications are in the cloud or on-prem, and what the process looks like to undertake.
Speakers
ST

Skyler Tinker

Practice Lead, StarPoint Technologies

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Baker Room
  Partner Demo, Reporting / Data Management |   Infor CSD & CSDE M3, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management

1:45pm EDT

(509) What’s new in Starship for 2024
Starship is the most popular shipping system for CloudSuite users. In 2024, Expertek has added predictive packaging and support for Infor WMS to the modules that are available with the product. With predictive packaging, it’s now possible to get an accurate quote on shipping at the time of ordering—either in order entry or ecommerce. Additional features on the midyear roadmap include support for Infor’s Value Add module and for purchase order returns. See a product demo and hear more in this session.
Speakers
avatar for Tammy Mahoney

Tammy Mahoney

Operations Director, Expertek Systems, Inc.

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Floridian Ballroom I
  Partner Demo, Warehouse / Operations |   Infor CSD & Infor SX.enterprise, Warehouse / Operations

1:45pm EDT

(536) IncentViz: Still Managing your Commissions Outside of CSD? There's a Better Way!
If you are using spreadsheets or modifications that are time consuming and are prone to error to generate and manage commissions in CSD, there's a better way. Attend this session to learn how IncentViz, a cloud-based solution for CloudeSuite Distribution from Single Source Systems, provides a sales compensation platform to manage sales plans, individual and team quota's, commissions owed and paid, and even rebates to customers. IncentViz provides real-time information to sales managers, sales representatives, and accounting to eliminate errors and spreadsheets, and decrease the time to calculate commissions typically encountered with most CSD deployments.

Since 1985, Single Source Systems has been a Infor Business Partner providing software solutions and services that help our customers get the most out of their investments in technology. Today that means helping our customers deploy software and processes that expand their use of business and data across their organizations, optimize and automate their operations, and help them deliver the experience their customers expect.
Speakers
avatar for Marty Rhodes

Marty Rhodes

President, Single Source Systems

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Brevard Room
  Partner Demo, Finance, Reporting / Data Management |   Infor CSD & Infor SX.enterprise, Finance, Reporting / Data Management

1:45pm EDT

(504) Harness the power of AI to digitally transform your sales order process
Conexiom harnesses AI to deliver an Amazon-like experience for B2B sales. Top distribution companies use the Conexiom Platform for intelligent, digital order automation. We are purpose-built for automating our customers’ most critical and complex B2B document transactions, with 100% accuracy and no manual review. Join this session to see:

• How Conexiom turns every order into a perfect digital order.
• How to reserve CSR time for valid and valued customer-facing activities.
• The key criteria for effective AI-powered sales order automation.
Speakers
avatar for James Exley

James Exley

Director, Sales Engineering, Conexiom
James Exley is a dynamic professional known for his adeptness in strategic product management and his dedication to delivering impactful solutions that resonate with customers. Currently, as the director of sales engineering at Conexiom, James drives pivotal integrations, bridging... Read More →

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Citrus Room
  Partner Demo, AI, Sales / Order Management, Reporting / Data Management |   All Platforms, AI, Sales / Order Management, Reporting / Data Management

1:45pm EDT

(506) Why You Need an Integrated Delivery Management Solution
DQT’s ODT provides an integrated suite of products and tools to optimize routing, scheduling, and dispatch as well as Proof of Delivery Picture and Signature Capture, Customer Notifications with GPS Tracking and Dash Cameras. Key takeaways from this session include:

• Real-time order tracking with ETA, delivery status updates, and customer notifications.
• Better utilize your resources and increase market share without adding vehicles or drivers
• Know where your trucks are “supposed” to be and when they are returning
Speakers
avatar for Laurie Miller

Laurie Miller

Account Manager, DQ Technologies

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Flagler Room
  Partner Demo, Warehouse / Operations |   All Platforms, Warehouse / Operations

1:45pm EDT

(518) UnForm Document & Data Entry Automation for CSD & IDM
UnForm Image Manager is a powerful yet affordable solution that automates the capture of scanned and electronic documents. In addition to capturing document index and attribute information, UnForm captures detailed data from documents to create electronic transactions for the automation of data entry.

During this session, we will review how customers have successfully utilized UnForm’s CSD integrations and capabilities to automate business processes that helped achieve faster throughput and enhanced accuracy while minimizing routine and time-consuming data entry tasks.
Speakers
avatar for Paul Boushell

Paul Boushell

Sales Executive, SDSI/Unform
Paul Boushell has over thirty years of Distribution and Supply Chain experience. Having worked in virtually every capacity within the Distribution cycle, he has developed an experienced understanding of how technology, when carefully and properly applied, can improve operational efficiency... Read More →
avatar for Kristy Mitcham

Kristy Mitcham

Sales Executive, SDSI/Unform
Kristy Mitcham has over 17 years of experience designing, implementing, and working with document management and business process automation solutions. Having worked closely with Infor Distribution customers in a variety of roles from software training, project management, and consulting... Read More →
avatar for Allen Miglore

Allen Miglore

President, SDSI/UnForm

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Floridian Ballroom G
  Partner Demo, Document Management |   All Platforms, Document Management

1:45pm EDT

(523) EDI Demystified
EDI Demystified! Join us to get a better understanding of how EDI works.

• EDI Basics – Electronic Data Interchange in simple terms. An explanation of document flow between trading partners and how it enables the exchange of business documents, streamlining business processes, reducing manual errors, and improving efficiency in supply chain management.

• Navigating Vendor Requirements and Formats – An overview of the common EDI formats and standards and how through mapping and translation these can meet specific and unique requirements of your vendors and customers facilitating seamless communication between all trading partners regardless of their protocols.

• Implementation Tips – We’ll highlight best practices for smooth EDI integration with your trading partners and compliance with industry standards. From trading partner onboarding, mapping, testing and validation, and ongoing support and maintenance, we’ll show you how to set yourself up for a successful implementation.
Speakers
avatar for Mitch Copman

Mitch Copman

Director of Marketing and Sales, Unilink
I have been involved with technology for over 30 years, witnessing the changes and advantages it offers businesses when the right partner is involved.  It's all about understanding the needs and resources of the business involved.  I made my home in Atlanta, but grew up in Philadelphia... Read More →
CC

Cameron Crawford

Programmer, Unilink
avatar for Frank Azzalina

Frank Azzalina

Senior Sales Representative, Unilink

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Orange Room
  Partner Demo, Technical |   All Platforms, Technical

1:45pm EDT

(530) Adapting Your Pricing Strategy to Changing Economic Forces
To drive profits and improve cash flow, distributors need to have pinpoint accuracy and full visibility of their pricing and rebate management. Flintfox, a global leader in intelligent pricing and rebates, helps distributors make incremental gains by executing their pricing strategies with precision and identifying opportunities for margin growth. It also manages customer and supplier rebates, promotions, and special pricing allowances.

This session will highlight the intelligent pricing platform that simplifies and automates complex and manual processes, replacing spreadsheets and saving days’ worth of error-prone data crunching.

Key points include:
• How to stay in control of margins in the face of unprecedented input costs and supply chain volatility
• Maximize profitability in price driven trading environment without compromising revenue
• The value of data with INFOR integration to avoid margin shrinkage.
• How to eliminate lost revenue from rebate inaccuracies and overpayment.
Speakers
avatar for Steve Peppler

Steve Peppler

VP of Product and Business Transformation, Flintfox
Steve, a founder of Flintfox, has extensive pricing experience honed from senior finance and sales management roles at Kraft, Pepsi, Western Digital and Hewlett Packard. During his 20 years at Flintfox, Steve has worked closely with distributors from all sectors and all regions developing... Read More →

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Gilchrist Room
  Partner Demo, Finance, Pricing |   All Platforms, Finance, Pricing

1:45pm EDT

(512) Increase Operational Profitability Through Optimized Fleet Management
This session will introduce you to Innovo's Deliver ProTM. Deliver Pro is tightly integrated with Infor’s CloudSuite™ Distribution platform to provide automatic route planning and optimization, turn-by-turn driver directions, proof of delivery capture, real-time fleet and driver visibility, access to real-time delivery information, comprehensive business analytics…and so much more!

Learn how this integrated suite of easy-to-use mobile applications and powerful web tools can help you optimize your deliveries and automate your fleet management process.

With Deliver Pro, it’s never been easier to:

• Create and optimize your daily delivery routes.
• Supervise and empower your drivers.
• Manage rising fuel and maintenance costs.
• Handle delivery issues in the field - in real time.
• Capture and manage proof of delivery information.
• Deliver the highest levels of customer service.
• All while increasing operational profitability!
Speakers
avatar for Drew Mapplebeck

Drew Mapplebeck

Senior VP Sales, Innovo, LLC
I am Innovo’s co-founder and SVP of Sales at Innovo, has 30+ years of software industry experience in hard goods distribution, including over 18 years at Epicor Eclipse driving Product and Strategic Sales Management. Drew grew Innovo's customer base to 300+ companies with 4,000... Read More →
avatar for Robin Merrion

Robin Merrion

President, Innovo, LLC
Robin is the Founder and President of Innovo, a software company specializing in creating mobile solutions for the electrical, plumbing, and hard goods wholesale distribution industry. Robin brings over 30 years of software development expertise, focused on enterprise resource planning... Read More →

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Lake Room
  Partner Demo, Warehouse / Operations |   Infor CSD & CSDE M3, Warehouse / Operations

1:45pm EDT

(521) See how Infor CRM SLX CRM with Business Intelligence and Marketing Automation can enhance your organization
Join us for an informative and entertaining session regarding the key benefits of Infor CRM SLX CRM integrated with your SX.e/CSD ERP AND what additional benefits adding business intelligence and marketing automation to the CRM can provide. See how Business Intelligence and marketing automation aids your organization and learn about how it works in tandem with Infor CRM SLX. We’ll showcase how utilizing a marketing automation tool can significantly improve your sales and support options for both existing and prospective customers. Finally, see how adding a business intelligence solution can make understanding and acting upon your data a much more effective, engaging and efficient task.
 
Key points:
  • Top business benefits and ROI expectations
  • Primary solution features and benefits for sales and support
  • Key business intelligence features highlighted
  • Key marketing automation features highlighted
  • Training and support options
  • Client examples
Speakers
avatar for Bryan Marks

Bryan Marks

Director of Marketing, Syncsite
Syncsite is a trusted business partner offering product-based solutions including Customer Relationship Management, Dynamic Financial Planning (FP&A), Marketing Automation, and Business Intelligence software. Our products and services allow companies to target opportunities that drive... Read More →
avatar for Nick Kyriazis

Nick Kyriazis

Partner, Syncsite

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Escambia Room
  Partner Demo, Sales / Order Management, Reporting / Data Management |   Infor CSD & Infor SX.enterprise, Sales / Order Management, Reporting / Data Management

1:45pm EDT

(528) Tackling Your Second Most Expensive Asset with an All-Encompassing Software Solution
As we step into 2024, it’s time to focus on maximizing your total profit opportunity. Join epaCUBE for a look at solutions and strategies that can significantly enhance your business growth and success, including:

• How to proactively manage product attributed data and vendor supplied costs
• Methods to stop leaving money on the table by identifying customers who are not profitable
• Efficient management of vendor negotiations to expedite your rebate check
Speakers
avatar for Sharon Newlin

Sharon Newlin

Sr. Customer Success Director, epaCUBE
epaCUBE Pricing Optimization, Product Data Management and Claimback/Rebate Profitability SolutionsBecause Margin $'s Matter ; Your Inventory Data Matters ; Rebated Money in your Bank Matters.Profitability Solutions, built by Distributors for Distributors

Thursday May 23, 2024 1:45pm - 2:15pm EDT
Broward Room
  Partner Demo, Finance, Pricing, Purchasing / Inventory Management |   Infor CSD & Infor SX.enterprise, Finance, Pricing, Purchasing / Inventory Management

2:15pm EDT

PM Break in the Solutions Center
Come to the exhibit hall for snacks, drinks and time to visit with a sponsor or two.
Thursday May 23, 2024 2:15pm - 3:00pm EDT
Bonnet Creek Ballroom VII-XII
  Meals and Networking, All Attendees

2:30pm EDT

(615) SPARK session: Position Yourself for Success: Embracing Key B2B eCommerce Trends in 2024
Mobile projections indicate higher B2B sales in 2024. This session will highlight AI implementation strategies and timing considerations, and
explore how the seamless integration of systems can enhance operational efficiency throughout your company. DCKAP Integrator connects your ERP system with eCommerce store, CRM, inventory, accounting, logistics, marketplaces, and other applications—so data flows between them automatically and in real time. Join us to learn how a fully integrated enterprise will position your company to take full advantage of emerging trends in eCommerce.
Speakers
avatar for Aaron Pallares

Aaron Pallares

Customer Success Manager, DCKAP
Aaron Pallares is a Solution Consultant and a Customer Success Manager at DCKAP. A Certified ScrumMaster and an expert on the DCKAP Integrator, he enjoys providing clients with in-depth analysis of digital architecture. He always looks into previously held, existing, and new digital... Read More →

Thursday May 23, 2024 2:30pm - 2:50pm EDT
Solutions Center Theater-1
  All Platforms, eCommerce |   SPARK session, eCommerce

2:30pm EDT

(620) SPARK session: 85% of Data & Analytics Projects Fail - Here's how You Succeed!
Understanding why 85% of data and analytics projects fail is key to joining the 15% succeeding. This presentation will provide the foundations for your project success through our 9-step plan (The PCG Analytics Blueprint)
Speakers
RC

Rob Cross

Data & Analytics Practice Lead, Providence Consulting Group

Thursday May 23, 2024 2:30pm - 2:50pm EDT
Solutions Center Theater-2
  Infor CSD & CSDE M3, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management |   SPARK session, Reporting / Data Management

3:00pm EDT

(128) Fireside Chat with Jeff Bailey: Building the Capacity for Change Case Study
This session will focus on transforming productivity and collaboration through your CSD implementation .
Speakers
avatar for Romi Salerno

Romi Salerno

Sr. Project Manager, NSA
Romi is a Senior Business Technology professional with30 years of experience in IT Systems Analysis, Project, and Product Management, enabling process improvement in support of the user experience. Her focus is on helping customers increase operational efficiency, innovation, and... Read More →
JB

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Lake Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

3:00pm EDT

(151) Critical Excel Tools for the Business Professional
Excel is the most used desktop software, yet many people only know how to harness a fraction of its’ potential. Not only a tool for budgeting, Excel is the perfect tool for many list management needs within an organization. This session is your opportunity to explore all of the functionality that Excel has to offer, and take home with you tools to save you and your organization time and money.

By attending this session and you will work with and receive an Excel shortcut cheat sheet, as well as being able to receive all of the sample worksheets utilized during the class.

After participating in this session, the attendee will be able to:

• Identify and use over 15 essential Excel functions & tools
• Learn how to build workbooks with 3D references
• Understand and use advanced tools such as Pivot Tables and working with multiple worksheets

A working knowledge of Excel is strongly recommended to attend this course.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Floridian Ballroom H
  All Platforms, All Attendees

3:00pm EDT

(218) Creating New Document Types in Infor Document Management
Learn how to create IDM documents to align with your business processes. This session will walk you through the process to create custom Document types in Infor Document Management, along with some Tips and Tricks to improve your document management experience.
Speakers
avatar for Tina Rood

Tina Rood

Business Consultant, Central Data

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Flagler Room
  All Platforms, Document Management

3:00pm EDT

(273) Unified Analytics in the Age of AI
This session will explore the architecture of data platforms within the Infor M3 and non-Infor ecosystems, and uncover how you can create a data platform foundation for the adoption of AI. Our experts will draw from the experiences of our customers and the role of analytics and AI in driving their digital transformation journeys. The session will focus on the following areas:

1. The role of unified analytics in the digital transformation journey.
2. The Infor M3 ecosystem and its data platform.
3. Platform architecture including Data Lake, Lakehouse, Warehouse, and Semantic models.
4. Data governance.
5. The importance of understanding Microsoft Fabric and its implications.
6. Adoption of AI with a focus on data centricity(data-centric AI).
7. Looking beyond the data platform to the age of AI.
Speakers
avatar for Michael Brown

Michael Brown

VP of Digital Transformation, Fortude
I represent the Americas region to help companies with their Digital Transformation journey.  Would love to talk with anyone about what digital transformation means for them and their company.  Transforming a business is a journey, not just a destination/project.  Working along... Read More →
avatar for Gaurika Wijeratne

Gaurika Wijeratne

Vice President - Data & AI, Fortude
I am leading a team of talented data professionals focused on crafting cutting-edge data and AI solutions. Our expertise spans various technologies, including Microsoft Fabric, Azure, AWS, Snowflake, and Databricks, all intricately linked to the Infor ecosystem.We've successfully... Read More →

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Broward Room
  All Platforms, AI, Technical, Reporting / Data Management

3:00pm EDT

(304) Tech Advances for Safety & Compliance
Is safety an afterthough in warehousing operations? Help keep safety top of mind and simple by integrating technology solutions. This session reviews tech strategies that can improve safety behaviors, reduce incidents & near misses, and help manage compliance requirement
Speakers
avatar for Henry Cheng

Henry Cheng

Consultant, ASW Global Consulting
Hello Everyone!Some of you may already recognize me from our past interactions, while others are about to embark on a journey of getting to know me. For years, I’ve been a dedicated user of TWL, learning its capabilities and leveraging them to implement process improvements within... Read More →

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Bay Room
  All Platforms, Warehouse / Operations

3:00pm EDT

(119) Going beyond Descriptive Analytics by Connecting AI
Learn about the power of combining descriptive, predictive and prescriptive analytics together enabled by Infor Digital Business Platform capabilities.
Speakers
avatar for Tiffany Canada

Tiffany Canada

Sr. Product Manager, Infor

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Palm Beach Room
  Infor CSD & CSDE M3, AI |   Infor SX.enterprise, AI

3:00pm EDT

(147) Kodaris Customer Portal
Learn how to empower your customers while streamlining your own processes with the next generation customer portal from Kodaris. Your customers can manage their accounts, pay bills, export data and more all in one place.

And with integrations to major commerce systems like Kodaris Commerce, Unilog, Magento, Adobe Commerce, and others, you can unify your entire customer experience while boosting operational efficiency. Thanks to our partnership with Tridex Systems, your InforOS integration can be ready in less than one hour.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.
avatar for Tony Zakula

Tony Zakula

CEO and Founder, Kodaris
CEO of Kodaris, lifelong software engineer, and have been working in the distribution industry with Infor products for almost ten years.  Passionate about each and every customer's success.

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Hamilton Room
  Infor CSD & CSDE M3, Technical, Sales / Order Management, eCommerce |   Infor SX.enterprise, Technical, Sales / Order Management, eCommerce

3:00pm EDT

(112) Artificial Intelligence: Leverage ML to Personalize Product Recommendation
Unlock the power of product recommendation to improve customer lifetime value and increase revenue.
Speakers
JS

Jessica Stoykewych

Product Manager, Infor
avatar for Varun Sridharan

Varun Sridharan

Director, Science, Infor
Varun is seasoned science-driven product leader with over a decade of experience building customer-centric ML-based solutions for complex problem domains, ranging from e-commerce to ERP and fintech. His 360 degree track record includes ability to identify lucrative business opportunities... Read More →

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Orange Room
  Infor CSD & Infor SX.enterprise, AI

3:00pm EDT

(181) Preparing for your CSD Migration
In this session, we discuss preparing for your CSD migration and invite others to share their significant experience in this area. Learning objectives include:

• How proactive planning fuels a successful migration.
• Understanding the importance of data reduction and preparation.
• Exploring additional factors to lay the groundwork for a smooth migration.
Speakers
avatar for Ann Luciani

Ann Luciani

Senior Project Manager, NSA
avatar for Susan Bell

Susan Bell

Professional Services Resource Manager, NSA
With 25 years of expertise in the field of customer satisfaction and distribution support, I have a proven track record. Formerly the Senior Support Director of Support at Infor, I have navigated the intricacies of Sxe/CSD since 1998. Currently, I serve as the Professional Services... Read More →

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Gilchrist Room
  Infor CSD & Infor SX.enterprise, Upgrading

3:00pm EDT

(230) Pricing 101: Understanding the Matrix and how Pricing Works
The first step to any pricing strategy is understanding what the system does. In this session we will walk through the hierarchy of pricing and set the foundation you need to implement your pricing. Objectives:
• Understand the basic hierarchy
• Understand how to override certain steps in the hierarchy
• Understand how to test
+N159Understand how to set up.
Speakers
avatar for Della Coffelt

Della Coffelt

CIO, Distributors Corp of America
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Floridian Ballroom I
  Infor CSD & Infor SX.enterprise, Pricing

3:00pm EDT

(245) General Ledger Setup Best Practices
We will cover best practices for setting up GL structures, accounts, default settings, etc. Learn about Fully Divisional vs Partial Divisional accounting, standard journal entries, managing special accounts, month-end and year-end processes, and other helpful general ledger topics.
Speakers
avatar for Steve Bloesing

Steve Bloesing

ERP Manager, Gypsum Management and Supply
Started career as a CPA in public, private and government accounting.Joined Infor (NxTrend Technologies) as a Business Consultant in August 1998. Lead consultant on over 50 SX.e implementations and assisted in over 200 others.Joined GMS in April 2014 as ERP expert. Involved in acquisitions... Read More →

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Nassau Room
  Infor CSD & Infor SX.enterprise, Finance

3:00pm EDT

(253) ICSR/ICAMU Lead Time
This session will cover strategies for effectively managing lead times within CSD. We'll cover the basic functionality, discuss best practices and provide practical tips for building more accuracy into your lead time calculations.
Speakers
avatar for Dale Haynes

Dale Haynes

VP Purchasing, Reinders
avatar for Bob Beers

Bob Beers

Owner, Beers Consulting Services
Experienced Consultant with a demonstrated history of working in the wholesale distribution industry. Strong business development professional skilled in Negotiation, Analytical Skills, Operations Management, Sales..Inventory/Purchasing Trainer 10 YearsInfor Business Consultant 15... Read More →

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Citrus Room
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management

3:00pm EDT

(321) Basics of Kit Production
If you haven't used kits before and were wondering how that might be useful for you, this is the session to come to. We will delve into the basics of this module.
Speakers
avatar for Julie Zindle

Julie Zindle

VP Consulting Services, Central Data
Long time SX.e ERP, CloudSuite user turned consultant.  As the VP of Consulting Services, I manage the consulting team at Central Data and work directly with the clients to ensure they're getting the most out of the software by providing an experienced team who can come along side... Read More →

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Collier / Columbia Room
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management, Warehouse / Operations

3:00pm EDT

(333) Overview of Persona Based Workspaces
This session will focus on introducing the standard Persona Based Workspaces that come delievered with CSD.  Through this session we will disucss the setup and configuration of these workspaces, introduce and dive into the widgets that drive them, and look at future workspaces for other personas within the business.  You will learn:
  • How to Configured and Roll Out Workspaces
  • How to Configure and Interact with Perona Based Workspace Widgets
  • Get a Sneak Peak and Collaborate on Future Persona Based Workspaces
Speakers
avatar for Brandon Stacken

Brandon Stacken

Sr. Solution Consultant, Infor
DB

Doug Buskard

Product Manager, Infor

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Escambia Room
  Infor CSD & Infor SX.enterprise, Technical

3:00pm EDT

(342) IONDesk and OneView for Simple Admin Troubleshooting in CSD
Are you having issues with CSD data not getting to its intended destination? Are you looking for quick and easy troubleshooting steps to help find the cause?  This session will cover a few quick and simple tools within Infor IONDesk to help resolve issues between CSD and other Infor as well as third party applications.
Speakers
avatar for Lance Melnik

Lance Melnik

Director of Professional Services, Expertek Systems

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Floridian Ballroom G
  Infor CSD & Infor SX.enterprise, Technical

3:00pm EDT

(355) Using the Infor OS API Gateway to Digitize the Enterprise
Web services and APIs have taken over the enterprise. Learn how to make managing API access, metrics, publish apps, and make security easier with the ION API Gateway. Understand how to Integrate with Infor applications and your own cloud, on premise or mobile applications as well. This session is targeted at IT developers and IT administrators. Applicable to all Infor CloudSuites.
Speakers
avatar for Chris Weaver

Chris Weaver

VP, Software Development, Infor

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Manatee Room
  Infor CSD & Infor SX.enterprise, Technical

3:00pm EDT

(240) Financial Management for M3-based CloudSuites
A demonstration of how CloudSuite M3 provides end-to-end financial management fully integrated across your business processes and operations. It provides accurate recording and classification of financial transactions, ensuring compliance with accounting principles and incorporating best practices.

CloudSuite finance includes automated invoice and payment processing. It offers real-time insights to receivables and efficient credit management and monitoring to help minimize credit risk.

Infor CloudSuite provides modern reporting analytical tools and relevant financial metrics that helps guide your business decisions and financial strategies.
Speakers
avatar for Jasmine Jaucian

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Brevard Room
  Infor CSDE / M3 Only, Finance

3:00pm EDT

(393) Hands-on Lab covering Advanced Extensibility for M3-based CloudSuites
Learn the basics of the M3 Experience Designer and how this tool can help you build custom cross-process application, tailored for your business. This Academy introduces the M3 Experience Designer and goes through the basic principles of the tool. You will learn how to download one of the free sample applications from the Infor Marketplace. You will learn how to deploy and make this application available to your users. Finally, you will learn how to customize & enhance the application for your business needs.
Speakers
avatar for Peter Johansson

Peter Johansson

Director, Demo Services, Infor

Thursday May 23, 2024 3:00pm - 4:00pm EDT
Dade Room
  Infor CSDE / M3 Only, Technical

4:15pm EDT

(116) Supercharge Efficiency with Automation and AI
In today's fast-paced world, agility is crucial.

Transform your organization digitally with the power of automation and AI. Join our workshop to explore technologies such as Fortest for test automation, Robotic Process Automation, no-code/low-code technologies like Microsoft Power Platform, and AI.

In this session, you will hear success stories and best practices, understanding how these technologies can drive digital transformation for you.
Speakers
avatar for Michael Brown

Michael Brown

VP of Digital Transformation, Fortude
I represent the Americas region to help companies with their Digital Transformation journey.  Would love to talk with anyone about what digital transformation means for them and their company.  Transforming a business is a journey, not just a destination/project.  Working along... Read More →
avatar for Harshana Kuruppu

Harshana Kuruppu

Associate Vice President - Quality Engineering & Intelligent Automation, Fortude
I specialize in business transformation with a strong emphasis on digitalization, aiming to optimize organizational returns and enhance shareholder value through strategic intelligent process automation initiatives. Our proficiency ranges from straightforward automation to sophisticated... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Lake Room
  All Platforms, AI, Technical

4:15pm EDT

(126) Women in Distribution: Connect and Catalyze
Join us for a dynamic session where participants engage in individual and group discussions, fostering connections that aim to lead to the formation of a powerful network in the 'Women in Distribution' community. This session is a platform for women to discuss important issues they encounter in both business and life. Through open and insightful conversations, explore topics such as career advancement, work-life balance, overcoming industry challenges, leadership strategies, mentorship opportunities, and more.
Speakers
avatar for Kiki L'Italien

Kiki L'Italien

CEO, Amplified Growth
I'm the CEO and founder of Amplified Growth, a digital marketing consultancy specializing in SEO, social media, and content strategy for the association industry. I also teach online courses, the most recent being an online course in influencer marketing offered by Mediabistro (NYC... Read More →
avatar for Robin McGuire

Robin McGuire

Chief Information Officer, Reinders
Robin McGuire is the Chief Information Officer for Reinders, Inc., a leading mid-west Distributor of Toro Commercial Turf Equipment, Irrigation Golf and Res/Com, Lighting, Chemicals, Fertilizers, Seed, and Landscaping Supplies. Reinders started as a NxTrend customer in the early 1990's... Read More →
avatar for Della Coffelt

Della Coffelt

CIO, Distributors Corp of America
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Citrus Room
  All Platforms, All Attendees

4:15pm EDT

(133) People, Process, Communication- the Simple Way to Address an Organization
The success of any organization or project hinges on the effective management and integration of people, processes, and communication. Recognizing the interdependence of these elements and actively working to optimize them leads to a more resilient and productive organization. If we know these things to be true-why is it so challenging? Join Sara Weith- ASW Global Consulting as she breaks down how to buiild up an organization
Speakers
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Hamilton Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

4:15pm EDT

(158) Methods for Prioritizing ERP Add-On Solutions Based on your Specific Company ROI
Learn how to analyze and prioritize potential new solutions to enhance your ERP, and make decisions based on your company’s ROI strategy. Key take-aways include:

• Ways to quickly cut through the clutter of multiple add-on solutions.
• Using various criteria to develop your ranking and implementation add-on roadmap.
• How to best gain employee buy-in to increase adoption.
Speakers
avatar for Brian Weaver

Brian Weaver

VP, Sales, NSA
NSA Vice President of Sales. I have been with NSA for over 9 years, with focus on our NSA+ portfolio of high value add-on solutions for SX.e & Cloud Suite ERP. Experienced event presenter at TUG and other conference events. I am married with four beautiful daughters. Also an avid... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Brevard Room
  All Platforms, Technical, Finance

4:15pm EDT

(214) IDM - Setups, Searches, Security
Learn all the basics of IDM from setups, multiple ways to search and security for sensitive data such as AP checks and GL data.
Speakers
avatar for Jan Zambelli

Jan Zambelli

Business Consultant, Central Data
Jan has been working as a business consultant for wholesale distribution ERP systems for many years, joining the Central Data team in 2015. Her main focus is on CSD implementations for both new clients & existing clients upgrading from previous versions of Sx.e. Always exuding passion... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Floridian Ballroom G
  All Platforms, Document Management

4:15pm EDT

(302) Warehouse Metrics Everyone Should Have in Place
Would your warehouse pass a performance review? There are essential KPIs across all areas of warehouse operations. Establishing, interpreting, and responding to warehouse metrics is the difference between powerhouse distributors and everyone else.
Speakers
avatar for Tony Bruckler

Tony Bruckler

Lead Consultant, ASW Global Consulting
Hey Tuggers!  Glad to be back this year.  I've been coming to Tug for the last 15 years.  The first 10 was as a user and the last 5 has been as a vendor sponsor/speaker.  Being on both sides of the table, I understand what users are looking for when they attend these conferences... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Flagler Room
  All Platforms, Warehouse / Operations

4:15pm EDT

(118) Empower Your People with Augmented Intelligence
Infor Augmented Intelligence Service (AIS) offers a unique approach to data science as a service (DSaaS). This solution converts vast amounts of data into actionable insights and strengthens decision-making across your entire organization. AIS provides an optimized pathway to achieve superior results efficiently, surpassing the outcomes of do-it-yourself methods. You also benefit from the expertise of Infor’s industry experts, who will collaborate with you to enhance processes and elevate decision-making, driving an impressive ROI.
Speakers
avatar for Varun Sridharan

Varun Sridharan

Director, Science, Infor
Varun is seasoned science-driven product leader with over a decade of experience building customer-centric ML-based solutions for complex problem domains, ranging from e-commerce to ERP and fintech. His 360 degree track record includes ability to identify lucrative business opportunities... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Palm Beach Room
  Infor CSD & CSDE M3, AI, Technical |   Infor SX.enterprise, AI, Technical

4:15pm EDT

(239) Introduction to Infor CPQ
This session will cover Guided Solution Selling, Enhanced Quoting, and Rules based configuration.
Speakers
avatar for Travis Theel

Travis Theel

Sr. Solution Consultant, Infor

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Broward Room
  Infor CSD & CSDE M3, Pricing |   Infor SX.enterprise, Pricing

4:15pm EDT

(395) Hands-On Lab - Infor OS Applications and Introduction
CloudSuite Infor OS is required to access any ERP, including CSD, but what is it? This session will allow you get your hands on a LIVE CloudSuite Infor OS environment!
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Dade Room
  Infor CSD & CSDE M3, Technical |   Infor SX.enterprise, Technical

4:15pm EDT

(236) Managing Customer Orders in CSD using EDI and the Electronic Transaction Control Center
Learn how to process and manage EDI Orders from your Customers including:

- Setups required for processing inbound customer orders in CSD
- Managing errors and exceptions on inbound EDI orders using ETCC
- Using the ION Inbox/Outbox to determine the cause of failures to import EDI orders.
Speakers
avatar for Dave Rumsch

Dave Rumsch

NSA
Dave has 35 years experience in Wholesale Distribution, including 32 years working with Infor’s SX.enterpise and Cloudsuite Distribution software.  He worked for Infor Global Solutions and predecessors for 16 years, in the roles of Senior Business Consultant, Systems Integration... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Orange Room
  Infor CSD & Infor SX.enterprise, Technical, Sales / Order Management

4:15pm EDT

(248) Auditing for Changes and Compliance in CSD
This session is a review of how to use the Audit Manager in CSD to track user, customer, order, pricing, and other changes for compliance reporting. We will review:

• Auditing
• Data Lake Variations
• Compliance
Speakers
avatar for Brian Jones

Brian Jones

VP Technology, NSA

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Collier / Columbia Room
  Infor CSD & Infor SX.enterprise, Technical

4:15pm EDT

(260) Vendor Pricing Updates
In this session we will review the various CSD functions that update or import product costs (standard, replacement), vendor quantity break pricing /discounting, vendor price contracts and future PO price changes. Note, that some of the tools also permit updating product prices (product list, base)

• Learn which functions are available in CSD for updating product costs and the pros/cons of each.
• Learn how to load product costs with future effective dates.
• Learn how to load product costs which only apply at specified quantity breaks or contracts.
Speakers
avatar for Mark Paterson

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Floridian Ballroom I
  Infor CSD & Infor SX.enterprise, Finance, Purchasing / Inventory Management, Pricing

4:15pm EDT

(277) Mass Maintenance Tips & Tricks
Learn quick and easy ways to create lists of data from common files, create templates to use over and over & update data in mass.
Speakers
avatar for Scott Smithson

Scott Smithson

Senior Vice President - Consulting and Project Management, Central Data

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Floridian Ballroom H
  Infor CSD & Infor SX.enterprise, Technical, Document Management

4:15pm EDT

(318) Keeping TWL & CSD/SX.e in Balance
What is the most critical aspect of your ERP and WMS working well with each other? BALANCE. These systems will only support and enhance your business if they are able to operate in sync with each other. How much time are you spending each day on your WLRB report? Do you understand what each component means? How many errors do you deal with each day in WLIT? If it's occupying more than 10-15 minutes of your time each day, then this session is for you! Learn how to not only read and understand the report and WLIT interface, but more importantly, identify the root cause of your imbalances and take a proactive approach to avoid them from reocurring. As someone who has personally cleared THOUSANDS of system imbalances, please join Andrew Weith in an interactive learning session. Bring your laptop!
Speakers
avatar for Andrew Weith

Andrew Weith

Founder, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Nassau Room
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management, Warehouse / Operations

4:15pm EDT

(374) Pre-Built Extensions for CSD - Leverage Your Investment
Automate Your Proposal Process to Generate More Quotes in Less Time

If you are running CSD and looking to take your business to the next level, this educational session is for you. Acumen Group, has developed a bundle of CloudSuite Distribution modules designed to seamlessly enhance and extend the overall solution capabilities. The development of each of these modules has been driven directly by specific Distribution customer and prospect needs.

Please join Acumen for a CloudSuite Module Review to see which of these modules are right for your business. We’ll provide an overview of each solution, who it's right for, and how current customers have increased profitability by extending CSD with these offerings.

• E-Comm / Marketplace ( Shopify /Amazon) Connect
• Pick, Pack, Ship
• EDI Management Tool
• Bid Prep
• Sellercloud Integration
• Data Warehouse
• Accuship
• And More!
Speakers
avatar for Kareena Dong

Kareena Dong

Chief Operating Officer / Lead Sales, Acumen Group
AO

Andy Oberschmidt

Lead Programmer, Acumen Group

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Escambia Room
  Infor CSD & Infor SX.enterprise, Technical

4:15pm EDT

(378) Visibility to EDI Transactions in CSD
Explore the dynamics of EDI transaction visibility within Infor CSD. Follow the journey of electronic transactions from ION to CSD, and learn effective monitoring techniques through ETCC to swiftly review and address any potential issues. Through practical demonstrations and expert guidance equip yourself with essential tools and strategies for optimizing transaction tracking and management processes.
Speakers
avatar for Kevin Davis

Kevin Davis

Application Consultant, Aktion Associates

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Gilchrist Room
  Infor CSD & Infor SX.enterprise, Technical

4:15pm EDT

(210) M3 Output Management for M3-based CloudSuites
An overview of the options for Document Management and control over the M3-based Cloudsuites. This session is useful for those who are currently implementing CloudSuite Distribution Enterprise as well as those who are already Live. Those not yet implementing may benefit but will not be the target Audience.
Speakers
AS

Alistair Stone

Product Director, Infor

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Manatee Room
  Infor CSDE / M3 Only, Document Management

4:15pm EDT

(234) Customer Order Entry Mechanisms including Manual, EDI, SalesHub & Rhythm, Issue Management for M3-based CloudSuites
The Session will review different options for Entering Customer Orders, as well as registering Issues and tracking Resolution.

This session is useful for those who are currently implementing CloudSuite Distribution Enterprise. Those not yet implementing or who are already Live may benefit but will not be the target Audience.
Speakers
avatar for Trevor Cain

Trevor Cain

Director, Solution Consulting, Infor

Thursday May 23, 2024 4:15pm - 5:15pm EDT
Bay Room
  Infor CSDE / M3 Only, Sales / Order Management, eCommerce

6:00pm EDT

Penultimate Dinner Reception
Join us for an evening of fun and relaxation, with dinner, entertainment and a chance to network with all your old (and new) friends.
Thursday May 23, 2024 6:00pm - 10:00pm EDT
The Edison at Disney Springs
  Meals and Networking, All Attendees
 
Friday, May 24
 

7:00am EDT

Breakfast
Breakfast is served.
Friday May 24, 2024 7:00am - 9:00am EDT
Floridian Ballroom A-F
  Meals and Networking, All Attendees

9:00am EDT

(103) AI Empowerment Workshop - Part 1
A laptop is required for each person (not provided, please bring your own)

This interactive 3-hour workshop will introduce you to the world of AI, giving you a fundamental understanding of what AI is, and providing key concepts and real-world applications. Through expert demos and hands-on group activities, you will gain first-hand AI experience and leave equipped to ethically integrate AI for enhanced productivity, analytics and automation for your organization. All attendees for the full presentation will receive a certificate of completion from the VJAL Institute.

The goal is to inspire organizations to harness AI as a transformative force. You will learn about:

• How AI transforms organizations.
• How Generative AI works
• Hands-on prompting techniques for utilizing ChatGPT and other AI platforms
• Generative image tools like OpenAI DALL E 3, Adobe Firefly and Midjourney
• Responsible AI use, Data Privacy and Ethical considerations
Speakers
avatar for Slava Kravchuk

Slava Kravchuk

CEO, Atwix
Slava Kravchuk is a passionate AI Evangelist, pioneering the mission at the Vjal Institute to train 1 million leaders worldwide in the transformative power of Artificial Intelligence. With a deep conviction in AI's potential to reshape our world, Slava is dedicated to maximizing its... Read More →

Friday May 24, 2024 9:00am - 10:00am EDT
Citrus Room
  All Platforms, AI

9:00am EDT

(121) “Battle of Gettysburg” – Lessons Learned from History in Leadership & Logistics
For today’s Distribution Leaders - using the Battle of Gettysburg as a teaching environment, this presentation will discuss the leadership and logistics successes and failures of both Union and Confederate Forces, and how they impacted the Battle’s outcome.

The primary takeaway is a discussion of how these lessons from history can help today’s Distribution Leaders avoid these failures and implement these successes into today’s business environment.
Speakers
avatar for Mark Johnson

Mark Johnson

Professor of Practice, Texas A&M University
Colonel Mark H. Johnson, (USA, Retired)  currently serves as the Director of the Professors of Practice Program in the College of Engineering and a Professor of Practice of Industrial Distribution at Texas A&M University in College Station, Texas.  He serves as the Faculty Advisor... Read More →

Friday May 24, 2024 9:00am - 10:00am EDT
Lake Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

9:00am EDT

(134) Project Leadership and the Importance of Conflict Resolution
Conflict comes up no matter where you work or what you are doing. A strong and emotionally intelligent leader has the ability to navigate conflict. These leaders have the ability to pull in information from situational leadership styles and emotional intelligence in order to shift conflict from something that is seen as a negative- to something that is seen as a growth and change opportunity.
Join Sara Weith from ASW Global Consulting as we discuss the importance of real conflict resolution and how it leads to a better workplace culture.
Speakers
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →

Friday May 24, 2024 9:00am - 10:00am EDT
Nassau Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

9:00am EDT

(152) Power Excel for the Business Professional
Excel users who are already comfortable with Excel fundamentals (from creating spreadsheets to sorting & filtering information) must attend this class to learn more about advanced Excel functionality. Using sample workbooks, this course focuses on functions and other advanced features that will enhance the users’ knowledge and customization of Excel, as well as learning about many of the “hidden” Excel functions available.

After participating in this session, the user will be able to:

• Create and use pivot tables
• Compare and combine data using Excel Scenarios and Consolidation Tools
• Identify the latest Excel features, including how to use Dynamic Array Functions
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Friday May 24, 2024 9:00am - 10:00am EDT
Floridian Ballroom H
  All Platforms, All Attendees

9:00am EDT

(307) Adding Capacity to Your Warehouse: User-Led Case Study
Join Kerr Controls for a synopsis of their recent warehouse expansion. Project Manager Gord Crober will give a complete review of the planning, decision analysis, and execution of this major expansion, including:

• Capital cost ROI and strategic plan
• Warehouse options and design
• Capacity analysis
• Equipment and racking selection
• Warehouse management system tie-ins and features
• Construction project liaison work with main contractor and subtrades.
Speakers
avatar for Gord Crober

Gord Crober

Facilities & Logistics Manager, Kerr Controls Ltd.

Friday May 24, 2024 9:00am - 10:00am EDT
Manatee Room
  All Platforms, Warehouse / Operations

9:00am EDT

(115) Unlocking Efficiency and Profitability with AI and Enterprise Automation
Amidst rising labor costs and lagging productivity, attracting and retaining talent is challenging for businesses. In this session we explore how AI and automation can reduce repetitive time-draining tasks, with real-life success stories showing that results can be achieved in just 90 days.
Speakers
avatar for Bradley Stillwell

Bradley Stillwell

Vice President, Product Management, Infor

Friday May 24, 2024 9:00am - 10:00am EDT
Gilchrist Room
  Infor CSD & Infor SX.enterprise, AI, Technical

9:00am EDT

(122) Distribution Executive Roundtable
Join a panel of Infor executives for an open discussion on the challenges facing our industry and Infor's strategy for the Cloud and beyond.
Speakers
avatar for Vishal Minocha

Vishal Minocha

VP, Product Management, Infor

Friday May 24, 2024 9:00am - 10:00am EDT
Hamilton Room
  Infor CSD & Infor SX.enterprise, Executive / Leadership / Work Culture

9:00am EDT

(146) CSD Configuration Options for Supporting B2B/B2C eCommerce
If you are ready to enable eCommerce via CSD, join Acumen Group in this informative session that will help you modernize with ease. You will be given an overview of your options, "gotchas" to avoid, best practices for success and more! Join us, as we walk through the following:

• Understanding Today's Landscape of Digital Selling Channels
• Meeting Your Customers at Their Preferred Purchasing Channels and Establishing Corresponding CSD Configuration options
• Supporting Omni-Channel Fulfillment and Transparency Across Channels
Speakers
LH

Lacey Holtz

Consultant, Acumen Group

Friday May 24, 2024 9:00am - 10:00am EDT
Palm Beach Room
  Infor CSD & Infor SX.enterprise, Technical, eCommerce

9:00am EDT

(203) Exciting New Functionality with CSD
Come learn about new functionality that has been added to CloudSuite Distribution, including Persona Based Workspaces, Vendor Inquiry, Product Certificates and more. We’ll show the value these features can bring to your organization, and who in your organization can benefit by enabling them.
Speakers
avatar for Diane Dunbar

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 →

Friday May 24, 2024 9:00am - 10:00am EDT
Floridian Ballroom G
  Infor CSD & Infor SX.enterprise, All Attendees

9:00am EDT

(231) The Mechanics of Strategic Pricing and How AI Can Fit Into it All
This session takes what you already know about how pricing works and focuses on the options to help you match your strategy. We'll also talk about options such as Price Optimization and ION. Learning objectives include:

• Understand the advanced features of pricing and where they fall in the hierarchy
• Understand the set ups
• Network and discuss the use of other tools such as Coleman and ION.
Speakers
avatar for Della Coffelt

Della Coffelt

CIO, Distributors Corp of America
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →

Friday May 24, 2024 9:00am - 10:00am EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, Pricing

9:00am EDT

(251) Managing Your Aging Inventory
Like many of us, you probably have some non-performing inventory. Join our curated discussion to discuss definitions, measurements, and how to identify it. Agile Dragon Group will show some Birst reports they have developed for customers like Anchor Paper.

We’ll also discuss an ERS (Enhancement Request) for CSD to help identify excess or obsolete inventory.
Speakers
avatar for Dale Haynes

Dale Haynes

VP Purchasing, Reinders
avatar for Bill Payne

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 →
avatar for Josh Serwe

Josh Serwe

Director of Operations, Anchor Paper
avatar for Craig Vigor

Craig Vigor

Head of Customer Success, Agile Dragon Group
I come with a breadth of experience with data, analytics, and BI. Throughout my 25+ year career in data, I’m always looking for how to make your data useful. As the first head of Birst professional services, I’ve led and presided over hundreds of analytical applications for ERP... Read More →

Friday May 24, 2024 9:00am - 10:00am EDT
Orange Room
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management

9:00am EDT

(262) Product Search and Attribution Strategy for CloudSuite Distribution
In this session, we will cover best practices and strategies for effectively managing product search and attribution, ensuring accurate and efficient handling of inventory data. We'll share practical tips, real-world examples, and innovative techniques for streamlining product searches, enhancing data accuracy, and improving overall operational efficiency.
Speakers
avatar for Brian Nigri

Brian Nigri

Director of Engineering, Infor
I have dedicated my almost 30-year career at Infor to helping distributors succeed in our ever-changing technology environment.  My most recent focus has been in cloud technologies which can help drive transformations though innovations in Process Automation, Analytics, and Artificial... Read More →

Friday May 24, 2024 9:00am - 10:00am EDT
Collier / Columbia Room
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management, Document Management

9:00am EDT

(336) Portal 2.0 Features
The OS Portal is now live! How can I find everything that I used to work on in Mingle? Learn all the new and wonderful features that the OS Portal has to offer.
Speakers
avatar for Clark Varnes

Clark Varnes

Business Consultant, Central Data
Clark joined Central Data in 2018 as a Business Consultant after working for many years as a Director of IT in the distribution, manufacturing, and service industries. His concentration today is in implementing new clients and existing SX.e clients moving to the cloud with CSD, ISM... Read More →

Friday May 24, 2024 9:00am - 10:00am EDT
Escambia Room
  Infor CSD & Infor SX.enterprise, Technical

9:00am EDT

(340) Creating Simple Workflows
Learn how to streamline business processes! This session serves as an introduction to ION Workflows and Activation Policy, offering participants a glance into building custom notification systems.

The session will walk you through the fundamentals of workflow creation, providing practical tips and tricks to maximize efficiency. Unlock the potential of simplified workflows and revolutionize the way you approach task management.
Speakers
avatar for Kevin Davis

Kevin Davis

Application Consultant, Aktion Associates

Friday May 24, 2024 9:00am - 10:00am EDT
Floridian Ballroom I
  Infor CSD & Infor SX.enterprise, Technical

9:00am EDT

(396) Hands-On Lab - Advanced Extensibility for CSD
Learn how to use existing and recently added features to build UI extensions, invoke external API's, and advanced integrations.
Speakers
avatar for Chris Weaver

Chris Weaver

VP, Software Development, Infor

Friday May 24, 2024 9:00am - 10:00am EDT
Dade Room
  Infor CSD & Infor SX.enterprise, Technical

9:00am EDT

(338) M3 CLM, M3 Portals & CRM Integrations for M3-based CloudSuites
There are options within the suite for Managing Customer Relationships; from simple processes in the core, to add on modules for Customer Lifecycle Management. Options exist for integrating third-party tools too.
This session is useful for those who are currently implementing CloudSuite Distribution Enterprise. Those not yet implementing or who are already Live may benefit but will not be the target Audience.
Speakers
avatar for Trevor Cain

Trevor Cain

Director, Solution Consulting, Infor

Friday May 24, 2024 9:00am - 10:00am EDT
Broward Room
  Infor CSDE / M3 Only, Sales / Order Management

9:00am EDT

(371) Infor Process Intelligence (IPI) Process Modeler
Please join us to learn about Infor Process Intelligence (IPI) Process Modeler and how it can help in your transformation journey by leveraging standard industry-based business processes tied to your Infor applications using our modeling capability. Come and learn on how to take the standard multi-level business processes and tailor it to your organizations needs and deploy it back in your tenant using our IPI modeler.
Speakers
avatar for Suresh Jayaraman

Suresh Jayaraman

VP of Product Management, Infor
Suresh is the VP of Product Management and Development at Infor. Suresh has over 20+ years of experience in Manufacturing and Distribution, both as a consultant and a customer. Prior to joining Infor, Suresh was the Director of Enterprise systems for a large manufacturing organization... Read More →

Friday May 24, 2024 9:00am - 10:00am EDT
Brevard Room
  Infor CSDE / M3 Only, Technical

10:30am EDT

(104) AI Empowerment Workshop - Part 2
A laptop is required for each person (not provided, please bring your own)

This interactive 3-hour workshop will introduce you to the world of AI, giving you a fundamental understanding of what AI is, and providing key concepts and real-world applications. Through expert demos and hands-on group activities, you will gain first-hand AI experience and leave equipped to ethically integrate AI for enhanced productivity, analytics and automation for your organization. All attendees for the full presentation will receive a certificate of completion from the VJAL Institute.

The goal is to inspire organizations to harness AI as a transformative force. You will learn about:

• How AI transforms organizations.
• How Generative AI works
• Hands-on prompting techniques for utilizing ChatGPT and other AI platforms
• Generative image tools like OpenAI DALL E 3, Adobe Firefly and Midjourney
• Responsible AI use, Data Privacy and Ethical considerations
Speakers
avatar for Slava Kravchuk

Slava Kravchuk

CEO, Atwix
Slava Kravchuk is a passionate AI Evangelist, pioneering the mission at the Vjal Institute to train 1 million leaders worldwide in the transformative power of Artificial Intelligence. With a deep conviction in AI's potential to reshape our world, Slava is dedicated to maximizing its... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Citrus Room
  All Platforms, AI

10:30am EDT

(135) Conflict Resolution- An Opportunity not A Challenge
Conflict often signals the need for change. In general the word conflict makes most people avoid the harder discussions. Instead, lets change our mindset and use conflict resolution as an opportunity to assess and implement positive changes in processes, policies, or relationships. Join ASW Global consulting as we dive into changing the way we see conflict. Let's start to face challenges head-on and find solutions to develop emotional and professional resilience.
Speakers
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Gilchrist Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

10:30am EDT

(143) Leveraging Omni-Channel Communications & AI into the eCommerce Experience.
Are you looking for ways to drive your eCommerce Experience with omnichannel communications?

Learn how TUG member GSG has been able to leverage its contact center platform into its eCommerce Experience. Over the past couple of years GSG has invested in integrating its contact center platform with its eCommerce platform, so that GSG can leverage data into the customer experience. Learn how its contact center links AI to web messenger, and how the web messenger tool supports GSG’s efforts to roll out new customer features such as the Kodaris Payment Portal. In addition to that GSG will go over its next steps on how to leverage Contact Center software into increasing the Time of Resolution on high traffic online forms. GSG will show how other applications such as CRM can be integrated within the contact center platform as well.
Speakers
avatar for George Temple

George Temple

Director of Customer Experience, GSG
Hi,     I’m George Temple, Director of Customer Experience, at GSG (Graphic Solutions Group). I have worked in distribution for 20 years, and the majority of my experience has been within the graphic markets industry. Throughout my career I’ve had great experiences helping... Read More →
avatar for Lauren Forte

Lauren Forte

Inside Sales Director, GSG (Graphic Solutions Group)
Hi,   I'm Lauren Forte, an Inside Sales Director in the graphics market industry with over 10 years of experience. My roles, including Dallas Branch Manager and Inside Sales Manager, sharpened my skills. As the Director of Inside Sales at GSG, I drive sales strategy and cultivate... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Lake Room
  All Platforms, AI, eCommerce

10:30am EDT

(156) Reporting Solutions Roundtable - What Works and Doesn't Work
There are many solutions for reporting and anaytics. Join this roundtable to discuss functionality (or disfuntionality), challenges and successes for the various platforms.
Speakers
avatar for Robin McGuire

Robin McGuire

Chief Information Officer, Reinders
Robin McGuire is the Chief Information Officer for Reinders, Inc., a leading mid-west Distributor of Toro Commercial Turf Equipment, Irrigation Golf and Res/Com, Lighting, Chemicals, Fertilizers, Seed, and Landscaping Supplies. Reinders started as a NxTrend customer in the early 1990's... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Nassau Room
  All Platforms, Reporting / Data Management

10:30am EDT

(184) The Executive's Role in Moving to the Cloud
Globally recognized for his innovative approaches to project management and complex system change, Ludo has successfully led more than 70 large ERP implementations and rollouts worldwide. His unique range of expertise includes business administration, logistics, information management, and organizational development. In this session Ludo will provide practical insights for executives to lead their company through the transition of moving their ERP to the cloud without coming out scathed on the other side.
Speakers
avatar for Ludo Hof

Ludo Hof

Senior Partner, Always a Choice B.V.

Friday May 24, 2024 10:30am - 11:30am EDT
Brevard Room
  All Platforms, Executive / Leadership / Work Culture

10:30am EDT

(301) What's Trending in Warehouse Automation
When you hear Warehouse Automation, do you picture robots and fancy mega suppliers like Amazon and Walmart? Maybe you believe it takes deep pockets and an innovative culture to realize "automation" in your operation? Let's shatter those perceptions in this conversation! Join ASW Global Consulting's Founder, Andrew Weith, to discuss concepts like digital vs physical automation, when/where/how/why to automate, best practices in automation, and more!
Speakers
avatar for Andrew Weith

Andrew Weith

Founder, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Palm Beach Room
  All Platforms, Warehouse / Operations

10:30am EDT

(242) F9 for Infor Distribution – What’s New with Version 6 and See How it Simplifies Complex Reporting
Learn all about the latest updated features and enhancements that F9 Version 6 has to offer, as well as a concurrent licensing model that supports more complex F9 installations. Join us to learn what’s ahead and see for yourself how F9 can help your finance make real-time decisions using data they can trust.
Speakers
avatar for David Fisher

David Fisher

Account Manager - Infor F9, Infor

Friday May 24, 2024 10:30am - 11:30am EDT
Bay Room
  Infor CSD & CSDE M3, Finance, Reporting / Data Management |   Infor SX.enterprise, Finance, Reporting / Data Management

10:30am EDT

(384) Infor RPA - User Case Study
Elevate your operational efficiency with insights from Brandon Watson of Tridex and Steve McEnany of Midwest Wheel as they take a dive into Remote Process Automation (RPA). This presentation will uncover the many different capabilities of RPA and IDP, implementation strategies and how Midwest Wheel is using RPA for AP Automation. Followed by a roundtable discussion on how you can start using RPA today! This is your chance to engage with RPA thought leaders and harness the power of automation for your business’s future.
Speakers
avatar for Steve McEnany

Steve McEnany

Senior Vice President, Midwest Wheel Companies
As a TUG board member and co-leader of the Infor CSD/Webui group, I'm involved in pioneering software advancements within TUG and as Senior Vice President at Midwest Wheel we are looking to leverage technology to create a competitive advantage. Our recent adoption of robotic process... Read More →
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.

Friday May 24, 2024 10:30am - 11:30am EDT
Hamilton Room
  Infor CSD & CSDE M3, AI, Finance |   Infor SX.enterprise, AI, Finance

10:30am EDT

(201.2) CSD Roadmap (2nd of 2 times)
Find Out How Cloudsuite Distribution is Innovating to Better Support your Business
Speakers
avatar for Michael Mazzoni

Michael Mazzoni

Sr. Director, Product Management, Infor
Mike Mazzoni is the Sr. Director of Product Management within the distribution business unit of Infor. Mike has a Master’s degree in Industrial Technology from Purdue University and has 20 plus years of experience implementing software and consulting to the wholesale distribution... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, Roadmap

10:30am EDT

(233) Pricing Roundtable with Focus on Functionality Within CSD
Join with some of our most experienced users to discuss pricing within CSD. We'll focus on challenges, tips & tricks, and best practices, and as a group determine if we need to create ER's for added pricing functionality.
Speakers
avatar for Kevin Young

Kevin Young

Product/Pricing Manager, SMC

Friday May 24, 2024 10:30am - 11:30am EDT
Orange Room
  Infor CSD & Infor SX.enterprise, Pricing

10:30am EDT

(256) Purchasing Functions / Navigation in Demand Center (CSD)
This session will dive into what the screens look like in the Demand Center, ICAMU, PO Entry, and PO Inquiry in CSD. We will explore additions to these screens and improvements and challenges.
Speakers
avatar for Brandy Meeker

Brandy Meeker

Director of Procurement, SMC

Friday May 24, 2024 10:30am - 11:30am EDT
Floridian Ballroom H
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management

10:30am EDT

(280) Refresh TST/TRN from PRD- How to Keep Your Testing and Training Tenants' Data Refreshed
In this session we will walk through the steps to retrieve data from PRD and how to load it into your other tenants. We will talk about all the requirements (security, blackout dates), discuss the Infor programs designed to put this power in the hands of the users, review output documents, and go over the main checks and balances that need to happen after a data load. You'll learn:

• How to extract the PRD Data and load it into your other tenants (TRN/TST/DEMO/Etc.)
• How to post-provision after the load
• Hopefully you will see that the process has been improved greatly over the last few years allowing most companies to be comfortable managing this process on their own.
Speakers
avatar for Monica Morton

Monica Morton

Director of Client Support Services, Central Data
Monica has 20+ years of experience in wholesale distribution, including X years as an end user in the paper and print distribution industry in the areas of account management, customer service and as the Operations Manager of the wide format division.Monica joined Central Data in... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Floridian Ballroom G
  Infor CSD & Infor SX.enterprise, Technical, Reporting / Data Management

10:30am EDT

(327) Optimize & Automate Shipping Operations & Save Costs While Increasing Customer Experience
Leverage your existing historical and shipment meta data to determine the most cost-effective shipping method from multiple carriers, considering expected delivery date, location, shipment size.

Key take-aways:
• How to simplify & streamline your process for carrier selection.
• Increase customer experience with higher on-time delivery while also reducing shipping costs.
• Reduce process complexity even with multiple and international carriers.
Speakers
avatar for Brian Weaver

Brian Weaver

VP, Sales, NSA
NSA Vice President of Sales. I have been with NSA for over 9 years, with focus on our NSA+ portfolio of high value add-on solutions for SX.e & Cloud Suite ERP. Experienced event presenter at TUG and other conference events. I am married with four beautiful daughters. Also an avid... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Manatee Room
  Infor CSD & Infor SX.enterprise, Finance, Warehouse / Operations

10:30am EDT

(373) CD Extensions: A Deeper Dive
Central Data has developed a catalog of custom extensions for CloudSuite Distribution. Join Daryl and see an overview of the latest enhancements.
Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 30 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e for 23 years and is now working with CSD.He... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Collier / Columbia Room
  Infor CSD & Infor SX.enterprise, Technical

10:30am EDT

(379) Cloudsuite Distribution: Using EDI
The New Paradigm. EDI using Business Object Documents (BODs) and API calls. In All Attendees, CSD does not support Flat File EDI processing. This session will review the CSD required setup for EDI (some new and some legacy), Review the most common transaction sets and how they translate from flat file Processing to BOD processing. We will review ION set up for EDI and review some EDI data flows for EDI processing transactions.
Speakers
avatar for Jim Hatch

Jim Hatch

Senior Consultant, Tridex Systems
Jim Hatch is s 30-year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer then transitioned to Infor where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business... Read More →

Friday May 24, 2024 10:30am - 11:30am EDT
Floridian Ballroom I
  Infor CSD & Infor SX.enterprise, Technical

10:30am EDT

(399) Hands-on Lab - CSD Service Interface API's
Infor has provided access to call the CSD Service Interface APIs through the ION API gateway. These are the APIs that power WebUI and provide access to perform all kinds of actions unavailable in the traditional REST API set. We’ll walk through how to call these APIs and how to figure out what APIs you need to call to perform a given action in CSD.
Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Friday May 24, 2024 10:30am - 11:30am EDT
Dade Room
  Infor CSD & Infor SX.enterprise, Technical

10:30am EDT

(243) Achieving Financial compliance with M3 USA & Canada Country Packs for M3-based CloudSuites; which includes Cloudsuite Distribution Enterprise
A demonstration of how CloudSuite M3 provides end-to-end financial management fully integrated across your business processes and operations. It provides accurate recording and classification of financial transactions, ensuring compliance with accounting principles and incorporating best practices.

CloudSuite finance includes automated invoice and payment processing. It offers real-time insights to receivables and efficient credit management and monitoring to help minimize credit risk.

Infor CloudSuite provides modern reporting analytical tools and relevant financial metrics that helps guide your business decisions and financial strategies.
Speakers
avatar for Jasmine Jaucian

Friday May 24, 2024 10:30am - 11:30am EDT
Broward Room
  Infor CSDE / M3 Only, Finance

10:30am EDT

(258) Supply Chain Planning & Procurement for M3-based CloudSuites
A session on forecasting, material planning, procurement and managing the inbound Supply Chain.

This session is useful for those who are currently implementing CloudSuite Distribution Enterprise. Those not yet implementing or who are already Live may benefit but will not be the target Audience.
Speakers
avatar for Trevor Cain

Trevor Cain

Director, Solution Consulting, Infor

Friday May 24, 2024 10:30am - 11:30am EDT
Escambia Room
  Infor CSDE / M3 Only, Purchasing / Inventory Management

11:30am EDT

Lunch
Lunch is served.
Friday May 24, 2024 11:30am - 12:30pm EDT
Floridian Ballroom A-F
  Meals and Networking, All Attendees

12:30pm EDT

(105) AI Empowerment Workshop - Part 3
A laptop is required for each person (not provided, please bring your own)

This interactive 3-hour workshop will introduce you to the world of AI, giving you a fundamental understanding of what AI is, and providing key concepts and real-world applications. Through expert demos and hands-on group activities, you will gain first-hand AI experience and leave equipped to ethically integrate AI for enhanced productivity, analytics and automation for your organization. All attendees for the full presentation will receive a certificate of completion from the VJAL Institute.

The goal is to inspire organizations to harness AI as a transformative force. You will learn about:

• How AI transforms organizations.
• How Generative AI works
• Hands-on prompting techniques for utilizing ChatGPT and other AI platforms
• Generative image tools like OpenAI DALL E 3, Adobe Firefly and Midjourney
• Responsible AI use, Data Privacy and Ethical considerations
Speakers
avatar for Slava Kravchuk

Slava Kravchuk

CEO, Atwix
Slava Kravchuk is a passionate AI Evangelist, pioneering the mission at the Vjal Institute to train 1 million leaders worldwide in the transformative power of Artificial Intelligence. With a deep conviction in AI's potential to reshape our world, Slava is dedicated to maximizing its... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Citrus Room
  All Platforms, AI

12:30pm EDT

(106) Optimizing Daily Operations: The ChatGPT Approach
In this session we will discuss what chat-based technology is and how it can enhance your ERP experience. Join us to see how ChatGPT can transform your approach to ERP and elevate your productivity.

• Learn about the ChaptGPT language model
• Learn how to integrate the chaptgpt api into Infor OS
• Real life examples of chatgpt at work
Speakers
avatar for Rob Thayer

Rob Thayer

Sr. Technical Consultant, NSA
Rob has been working in technology since 1993 and joined NSA in 2019. His experience with Infor Distribution dates back to 2006, supporting customers across the US and Canada. He enjoys building relationships with NSA clients in order to help them achieve their business goals. With... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Orange Room
  All Platforms, AI

12:30pm EDT

(127) Women in Distribution: Beyond Surface-Level Networking
In this session we will go beyond surface-level networking, delving into meaningful dialogues that address the unique experiences and perspectives of women in the distribution industry. We will connect through conversations in round tables and share in the experience of a guest speaker. Together, we'll catalyze positive change, empowering each other to navigate the complexities of both professional and personal life. Don't miss this chance to connect, share, and grow within the vibrant community of Women in Distribution.
Speakers
avatar for Robin McGuire

Robin McGuire

Chief Information Officer, Reinders
Robin McGuire is the Chief Information Officer for Reinders, Inc., a leading mid-west Distributor of Toro Commercial Turf Equipment, Irrigation Golf and Res/Com, Lighting, Chemicals, Fertilizers, Seed, and Landscaping Supplies. Reinders started as a NxTrend customer in the early 1990's... Read More →
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →
avatar for Della Coffelt

Della Coffelt

CIO, Distributors Corp of America
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Nassau Room
  All Platforms, All Attendees

12:30pm EDT

(154) Prescriptive Analytics - What should happen?
Discussing Descriptive, Predictive, and Prescriptive Analytics, this presentation will focus on using Prescriptive Analytics to fill the gap between where a Distributor’s business is, and where they want it to be by implementing the necessary actions to make this happen. “What do I need to do to get where I want to go as a Business.”

The primary takeaway is understanding how to put “action” into your use of Business Analytics to develop an optimal plan that is both strategic and achievable.
Speakers
avatar for Mark Johnson

Mark Johnson

Professor of Practice, Texas A&M University
Colonel Mark H. Johnson, (USA, Retired)  currently serves as the Director of the Professors of Practice Program in the College of Engineering and a Professor of Practice of Industrial Distribution at Texas A&M University in College Station, Texas.  He serves as the Faculty Advisor... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Escambia Room
  All Platforms, Reporting / Data Management

12:30pm EDT

(219) Document Management Solutions Roundtable - What Works and Doesn't Work
There are many solutions for digitizing documents, signature capture, forms creation and more. Infor IDM, UnForm, MaxRecall, and Enlighten.net are just a few examples. Join this roundtable to discuss functionality (or disfuntionality), challenges and successes for the various platforms.
Friday May 24, 2024 12:30pm - 1:30pm EDT
Gilchrist Room
  All Platforms, Document Management

12:30pm EDT

(305) Inventory Allocation...Where are you Picking From? An In-Depth Playbook of Primary Picking Locations in TWL
In Infor's Total Warehouse Logistics solution (TWL), "pick faces" can be implemented with an appropriate strategy. It's definitely not an all or nothing deal! Do you have a need to have an "each" pick location and "full case" pick location? A showroom or retail operation utilizing Counter Sale functionality in CSD/SXe? Do you have a bin held for for A and AA items and need to replenish them from backstock/overstock? This session explores the logic of inventory allocation and various settings and system parameters that impact the picking workflow & replenishment logic within TWL. Join ASW's Founder, Andrew Weith to learn a trick or two on how to best utilize these system capabilities.
Speakers
avatar for Andrew Weith

Andrew Weith

Founder, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Broward Room
  All Platforms, Purchasing / Inventory Management, Warehouse / Operations

12:30pm EDT

(380) Automating the Regression Testing of your Environment and your Extensions
Regression Testing of enhancements, and core business processes, can be a time-consuming process to perform each month as Infor pushes out new code, new patches, and new functionality. This important step in each monthly update is further challenged by tight windows of time to review and resolve problems. Investing in regression testing automation solutions provides for an environment that can significantly simplify the testing process each month and standardize the testing to ensure your needed extensions and important business processes continue to work.
Speakers
avatar for David Church

David Church

IT Applications Manager, First Supply LLC

Friday May 24, 2024 12:30pm - 1:30pm EDT
Hamilton Room
  Infor CSD & CSDE M3, Technical |   Infor SX.enterprise, Technical

12:30pm EDT

(390) Hands-On Lab - Infor Document Management (IDM)
Infor Document Management (IDM) provides a central repository of documents, with many ways of accessing and uploading documents. In this session you will you will be able to get your hands on IDM through our CloudSuite Tenant.

• Learn how to manage and access documents in IDM
• Learn how to secure and filter Document Types
• See how IDM interacts with CSD in the real world
Speakers
avatar for Jeff Wettschurack

Jeff Wettschurack

Senior Consultant, Tridex Systems

Friday May 24, 2024 12:30pm - 1:30pm EDT
Dade Room
  Infor CSD & CSDE M3, Technical, Document Management |   Infor SX.enterprise, Technical, Document Management

12:30pm EDT

(272) Infor OS Data Fabric and DataPond
Infor Data Fabric is a centralized and secure data repository that gets updated by CSD records, and also other Infor Applications (IE - ISM, Mongoose). This session will cover populating DataLake, from CSD, and the different ways to gain access to the data, including our own DataPond Solution for on-premise applications.

• Learn about Data Fabric and how start using it!
• Learn how to connect to DataLake.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.

Friday May 24, 2024 12:30pm - 1:30pm EDT
Collier / Columbia Room
  Infor CSD & CSDE M3, Technical, Reporting / Data Management |   Infor SX.enterprise, Technical, Reporting / Data Management

12:30pm EDT

(155) ISM Reporting and Analytics
Join fellow ISM users and reporting solution providers for a collaborative discussion on meeting your reporting requirements with Infor Service Management. Explore the myriad ways to access information within your CloudSuite and tailor it to your specific needs.
Speakers
avatar for John Kociuba

John Kociuba

Business Consultant, NSA Professional Services
In August 2023 John joined the NSA team. With over thirty years of experience in the distribution and remanufacturing industry, he has a true understanding of the needs and connectivity challenges of all aspects of the sales and distribution business. John has learned about operational... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Manatee Room
  Infor CSD & Infor SX.enterprise, Reporting / Data Management, Warehouse / Operations

12:30pm EDT

(207) New Inventory / Product Management Functionality in CSD (User-led roundtable)
Join fellow Inventory & Product management users for an interactive discussion around new features in CSD. Share you firsthand experiences, best practices and challenges encountered in CSD. Whether you’re a seasoned CSD user, just getting started, or even just considering the move to CSD, this roundtable offers the opportunity to learn from your peers and share your knowledge with other users to maximize the value of CSD for your organization.
Speakers
avatar for Brandy Meeker

Brandy Meeker

Director of Procurement, SMC
avatar for Josh Serwe

Josh Serwe

Director of Operations, Anchor Paper

Friday May 24, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom I
  Infor CSD & Infor SX.enterprise, All Attendees

12:30pm EDT

(237) Operational Hold Codes vs. Standard Hold Codes Updates
Hold Codes: Beyond the "h". This session will present how hold codes can be utilized for more than just credit holds to drive business processes. The Operational Hold Code functionality versus the Legacy Hold Code functionality and Invoice Verification will be included.
Speakers
avatar for Jan Zambelli

Jan Zambelli

Business Consultant, Central Data
Jan has been working as a business consultant for wholesale distribution ERP systems for many years, joining the Central Data team in 2015. Her main focus is on CSD implementations for both new clients & existing clients upgrading from previous versions of Sx.e. Always exuding passion... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, Sales / Order Management

12:30pm EDT

(265) Practical Ways to Use Product Restrictions in CSD to Solve Business Problems
What are Product Restrictions and how should we be using them in the real world? Join us as we dig into what the different types of Product Restrictions are, how to set them up, and explore some examples of how they can be used to creatively solve some real-world business problems. We'll cover:

• How to set up Product Sourcing and Sales Restrictions
• Best Practices for using Overrides in Product Restrictions
• How others are using Product Restrictions today in their businesses
Speakers
avatar for Brandy Alderman

Brandy Alderman

Senior Business Consultant, NSA
I've had over 20 years of experience with SX.e as a developer, Applications manager, IT Director, and now a consultant.  At NSA, I focus on customers that are either looking to upgrade to CSD or get the most out of their current CSD environment.  I'm a huge fan of TUG.  I have... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Palm Beach Room
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management, Sales / Order Management

12:30pm EDT

(278) Mass Maintenance in CSD
In this session, we will review the CSD Mass Maintenance solution which allows you to extract copies of records from a database table into a set. You can change, add or delete records within the set and then reimport to update the records in the table. Standard rules and validations apply, based on the table.

• Learn how to add, change or delete records in a CSD table.
• Learn which tables are available to change using Mass Maintenance and which are not.
• Learn tips/tricks for making the best out fo Mass Maintenance.
Speakers
avatar for Mark Paterson

Friday May 24, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom H
  Infor CSD & Infor SX.enterprise, Technical, Document Management

12:30pm EDT

(315) TWL for Advanced Users
Congratulations on gettng through the initial TWL implementation. Now it's time to explore the more advanced tools that may have not been reviewed during the initial implementation. If you're ready to hear about more ways to maximize the use of this software, join us as we present some of the more advanced functionality that can be configured. I'll also share some pretty slick programs to pickup where the standard functionality falls short.
Speakers
avatar for Tony Bruckler

Tony Bruckler

Lead Consultant, ASW Global Consulting
Hey Tuggers!  Glad to be back this year.  I've been coming to Tug for the last 15 years.  The first 10 was as a user and the last 5 has been as a vendor sponsor/speaker.  Being on both sides of the table, I understand what users are looking for when they attend these conferences... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Lake Room
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

12:30pm EDT

(326) Proof of Delivery – POD Overview on CSD and Your Mobile Device
Overview of the POD Module in CSD. How to set it up to work within CSD and your mobile device of choice.
Speakers
avatar for Diane Dunbar

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 →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Floridian Ballroom G
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

12:30pm EDT

(241) Infor Process Intelligence – Process Mining
Please join us to learn about Infor’s Process Mining capability and how it can help in your transformation journey. With Infor’s Process Mining you will be able to monitor the performance, identify the bottlenecks and compare how your processes are performing across your organization.
Speakers
avatar for Suresh Jayaraman

Suresh Jayaraman

VP of Product Management, Infor
Suresh is the VP of Product Management and Development at Infor. Suresh has over 20+ years of experience in Manufacturing and Distribution, both as a consultant and a customer. Prior to joining Infor, Suresh was the Director of Enterprise systems for a large manufacturing organization... Read More →

Friday May 24, 2024 12:30pm - 1:30pm EDT
Brevard Room
  Infor CSDE / M3 Only, Finance

12:30pm EDT

(325) Alternative Business Models; Service, Rental and Manufacturing for M3-based CloudSuites; which includes Cloudsuite Distribution Enterprise
Attend this session to learn about some selected capabilities in CloudSuite Distribution Enterprise that can maximize your revenue streams with alternative business models.

This session is useful for those who are currently implementing CloudSuite Distribution Enterprise. Those not yet implementing or who are already Live may benefit but will not be the target Audience.
Speakers
avatar for Mikael Forsman

Mikael Forsman

Vice President, Infor
Mikael have been in the ERP space for distributers and more for +25 years, supporting clients in North America as well around the world.

Friday May 24, 2024 12:30pm - 1:30pm EDT
Bay Room
  Infor CSDE / M3 Only, Sales / Order Management, Purchasing / Inventory Management

1:45pm EDT

(107) AI's Top 40: Navigating the New Wave of Business Tools
Curious about how AI can help your business hit the high notes of efficiency and cost-saving? "AI's Top 40" charts a course through over 40 AI tools, to show you the latest practical tools. From creating eye-catching visuals to streamlining social media to a host of other innovative solutions, this session tunes into the tools that will save you time and money. Whether you've been playing with AI tools for the past year or just starting out, this Top 40 will be sure to be in your heavy rotation.
After participating in this session, the learner will be able to:

• Identify over 40 low cost AI tools designed for efficiency and ease of use for business applications
• Understand the importance and nuance of prompting in various AI applications
• Enable attendees to identify and implement at least three AI tools that will contribute to their business's effectiveness and bottom line.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Friday May 24, 2024 1:45pm - 2:45pm EDT
Citrus Room
  All Platforms, AI

1:45pm EDT

(136) Growing An Organizational Culture That Is Resilient to Change
Building an organizational culture that is resilient to change involves fostering a mindset and environment where adaptability, innovation, and continuous improvement are embraced. Seems straight forward right? Join Sara Weith as she discusses the key strategies leaders can use to foster a change in a resilient organizational culture.
Speakers
avatar for Sara Weith

Sara Weith

Director- Leadership & Professional Development, ASW Global Consulting
Sara comes to the world of leadership from a very unconventional background. She graduated from Northern Illinois University with her BSN, and the majority of her career has been spent in emergency medicine and currently in surgical oncology as a nurse. She has over 16 years experience... Read More →

Friday May 24, 2024 1:45pm - 2:45pm EDT
Escambia Room
  All Platforms, All Attendees, Executive / Leadership / Work Culture

1:45pm EDT

(303) Warehouse Best & Worst Practices
The task of managing warehouse operations is no simple one. In this session explore some tips and best practices for ensuring the efficient flow of products in and out of the facility, optimizing the building’s layout, product placement and keeping employee productivity high. We'll also discuss some very commonly accepted practices that should be things of the past.
Speakers
avatar for Henry Cheng

Henry Cheng

Consultant, ASW Global Consulting
Hello Everyone!Some of you may already recognize me from our past interactions, while others are about to embark on a journey of getting to know me. For years, I’ve been a dedicated user of TWL, learning its capabilities and leveraging them to implement process improvements within... Read More →

Friday May 24, 2024 1:45pm - 2:45pm EDT
Nassau Room
  All Platforms, Warehouse / Operations

1:45pm EDT

(397) Hands-on Lab - Creating Distribution Analytics in Birst
Infor Birst as well as Pre-Built Analytics Solutions are part of every customer's CSD/CSDE environment. This session will cover the basics of adding a report to a Pre-Built Solution as well as a discussion of the native capabilities of Infor Birst available to all CloudSuite customers.
Speakers
avatar for Craig Vigor

Craig Vigor

Head of Customer Success, Agile Dragon Group
I come with a breadth of experience with data, analytics, and BI. Throughout my 25+ year career in data, I’m always looking for how to make your data useful. As the first head of Birst professional services, I’ve led and presided over hundreds of analytical applications for ERP... Read More →

Friday May 24, 2024 1:45pm - 2:45pm EDT
Dade Room
  All Platforms, Reporting / Data Management

1:45pm EDT

(117) Artificial Intelligence: Leveraging ML to Improve Inventory Management
Learn how to leverage demand forecasting and inventory intelligence solutions to help rebalance stock and optimize inventory allocation strategies.
Speakers
avatar for Varun Sridharan

Varun Sridharan

Director, Science, Infor
Varun is seasoned science-driven product leader with over a decade of experience building customer-centric ML-based solutions for complex problem domains, ranging from e-commerce to ERP and fintech. His 360 degree track record includes ability to identify lucrative business opportunities... Read More →

Friday May 24, 2024 1:45pm - 2:45pm EDT
Lake Room
  Infor CSD & CSDE M3, AI |   Infor SX.enterprise, AI

1:45pm EDT

(224) IDM - Best Practices - RoundTable
Make the most of your IDM functionality. Join other users for an open discussion on best practices, tips & tricks, what works and what doesn't work.
Speakers
avatar for Steve Bloesing

Steve Bloesing

ERP Manager, Gypsum Management and Supply
Started career as a CPA in public, private and government accounting.Joined Infor (NxTrend Technologies) as a Business Consultant in August 1998. Lead consultant on over 50 SX.e implementations and assisted in over 200 others.Joined GMS in April 2014 as ERP expert. Involved in acquisitions... Read More →

Friday May 24, 2024 1:45pm - 2:45pm EDT
Manatee Room
  Infor CSD & CSDE M3, Document Management |   Infor SX.enterprise, Document Management

1:45pm EDT

(275) Accessing the Data Lake from Excel
You have moved to the cloud and your Excel access to your database has changed to a data lake, now what can I do to access my data? We will explore the Infor Excel add-in, setup step and day to day use.
Speakers
avatar for Steve McEnany

Steve McEnany

Senior Vice President, Midwest Wheel Companies
As a TUG board member and co-leader of the Infor CSD/Webui group, I'm involved in pioneering software advancements within TUG and as Senior Vice President at Midwest Wheel we are looking to leverage technology to create a competitive advantage. Our recent adoption of robotic process... Read More →

Friday May 24, 2024 1:45pm - 2:45pm EDT
Collier / Columbia Room
  Infor CSD & CSDE M3, Reporting / Data Management |   Infor SX.enterprise, Reporting / Data Management

1:45pm EDT

(208) Ask the Experts Panel - Infor-Led Roundtable
Need answers? Turn to the experts at Infor! Come join our roundtable event and ask all of your burning questions about anything technical or functional related to CSD. Get a leg up on every challenge with an expert-backed solution.
Speakers
avatar for Steve Levy

Steve Levy

VP, Enterprise Architecture, Infor

Friday May 24, 2024 1:45pm - 2:45pm EDT
Gilchrist Room
  Infor CSD & Infor SX.enterprise, All Attendees

1:45pm EDT

(238) OE Returns - What are All These Options?
Take a dive into the world of Order Entry (OE) return options within Infor CSD. In this session, we'll explore the various return options available and dissect their impact on inventory management and costs. Designed for CSD users seeking to optimize their return processes and maximize efficiency. You'll learn

• What the check boxes in the Return Setup do
• What the Return Type in the Retrun Setup does to your Inventory
• What an Admin Option can do to your General Ledger
Speakers
avatar for Deanne Zwart

Friday May 24, 2024 1:45pm - 2:45pm EDT
Orange Room
  Infor CSD & Infor SX.enterprise, Finance, Sales / Order Management

1:45pm EDT

(257) Managing Vendor Invoices in CSD using EDI and the Electronic Transaction Control Center
Learn how to process inbound EDI invoices from your vendors. We'll cover the setups required for processing inbound EDI Invoices in CSD, how to manage errors and exceptions on inbound EDI Invoices using ETCC, and using the ION Inbox/Outbox to determine the cause of failures to import EDI Invoices.
Speakers
avatar for Dave Rumsch

Dave Rumsch

NSA
Dave has 35 years experience in Wholesale Distribution, including 32 years working with Infor’s SX.enterpise and Cloudsuite Distribution software.  He worked for Infor Global Solutions and predecessors for 16 years, in the roles of Senior Business Consultant, Systems Integration... Read More →

Friday May 24, 2024 1:45pm - 2:45pm EDT
Floridian Ballroom I
  Infor CSD & Infor SX.enterprise, Technical, Purchasing / Inventory Management

1:45pm EDT

(264) Cores, Kit Production and Value-Add - GL Overview
In this session we'll look at how the GL is impacted by these three modules from the basic posting to what happens when changes are made, such as changes to cost. Attendees will understand the behind-the-scenes process for GL posting, what happens when a Change is made, and how to fix it.
Speakers
avatar for Della Coffelt

Della Coffelt

CIO, Distributors Corp of America
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →

Friday May 24, 2024 1:45pm - 2:45pm EDT
Flagler Room
  Infor CSD & Infor SX.enterprise, Warehouse / Operations

1:45pm EDT

(334) Utilizing V2 Workspaces
The new OS experience is here and you are officially Live on V2. What now??? Join Acumen for this hands-on enablement session to find out.
Speakers
MS

Margo Sanders

Solution Consultant, Acumen Group

Friday May 24, 2024 1:45pm - 2:45pm EDT
Hamilton Room
  Infor CSD & Infor SX.enterprise, Technical

1:45pm EDT

(372) Extensibility Options & Integration Techniques Leveraging OS Portal and App Designer
In this session we will explore using  Infor OS App Designer (OAD) and how to leverage it within your portal/workspaces.  We will demonstrate how easy it is to use our no-code solution to build out widgets to utilize within your portal workspaces.
Speakers
DH

Friday May 24, 2024 1:45pm - 2:45pm EDT
Palm Beach Room
  Infor CSD & Infor SX.enterprise, Technical

3:15pm EDT

(216) IDM Forms: Ignite Your Creativity!
Explore the possibilities with IDM Forms. Review how utilizing simple formatting tools, hide conditions, and value xpaths can change the look of your IDM forms.

• Learn how simple formatting changes can elevate your forms.
• Learn how Hide Conditions can change your form without sacifricing space.
• Learn what a Value Xpath can do beyond the default setting.
Speakers
avatar for Kira England

Kira England

Senior Business Consultant, NSA
Kira has 20 years of experience in various aspects of wholesale distribution including Sales, Customer Service, Inventory Control, Warehouse Operations, Logistics, and IT Support. In her 20 years, she has worked with Infor’s SX.enterprise Distribution is all versions:  Character... Read More →

Friday May 24, 2024 3:15pm - 4:30pm EDT
Collier / Columbia Room
  All Platforms, Document Management

3:15pm EDT

(222) Secure IDM Documents with Access Control Lists
This session will make access control as easy as 1,2,3 for immediate impact on improving over sensitive documents in Infor Document Management.
Speakers
avatar for Tina Rood

Tina Rood

Business Consultant, Central Data

Friday May 24, 2024 3:15pm - 4:30pm EDT
Citrus Room
  All Platforms, Document Management

3:15pm EDT

(254) Inventory Management Group Network Meeting Wrap-Up
Join us for a wrap-up discussion of topics to include an overview of this year's agenda and suggestions for future sessions or webinars, ideas for Enhancement Requests for Infor, and open Q&A on any inventory-related topics.
Speakers
avatar for Brandy Meeker

Brandy Meeker

Director of Procurement, SMC
avatar for Kyle Dinaut

Kyle Dinaut

Purchasing Agnet, Kerr Controls Ltd
Kyle has been a Purchasing Agent at Kerr Controls in Nova Scotia for the past 8 years, using SXE GUI, recently moving to WebUI on-prem. Prior to working at Kerr Controls, he worked for another wholesale distributor for 3 years, using Trend. Before that he was a purchaser for 10 years... Read More →

Friday May 24, 2024 3:15pm - 4:30pm EDT
Nassau Room
  All Platforms, Purchasing / Inventory Management

3:15pm EDT

(274) Replicate and Manage Your Data in the Infor Data Lake
Infor's Data Lake provides many ways to ingest and extract data from the Infor cloud. This session will walk through tools like Compass, Atlas, Data Fabric APIs, and more to help you understand what options are available to you.
Speakers
avatar for Lisa Cabral

Lisa Cabral

Sr. Product Manager, Infor
Lisa is a seasoned Product Manager with a keen focus on data-driven solutions. With a background in Cloud data solutions, product management, development and support, Lisa excels in leveraging data management features to drive product strategy and enhance user experiences. She is... Read More →

Friday May 24, 2024 3:15pm - 4:30pm EDT
Lake Room
  Infor CSD & CSDE M3, Technical, Reporting / Data Management |   Infor SX.enterprise, Technical, Reporting / Data Management

3:15pm EDT

(360) Automate your Business Processes with Infor OS
Are your business processes manual and unreliable? Learn how to use Infor ION Process to automate these processes with workflows so they can be measured and trusted. This session is ideal for business analysts, application managers, and IT administrators.
Speakers
avatar for Brian Nigri

Brian Nigri

Director of Engineering, Infor
I have dedicated my almost 30-year career at Infor to helping distributors succeed in our ever-changing technology environment.  My most recent focus has been in cloud technologies which can help drive transformations though innovations in Process Automation, Analytics, and Artificial... Read More →

Friday May 24, 2024 3:15pm - 4:30pm EDT
Palm Beach Room
  Infor CSD & CSDE M3, AI, Technical |   Infor SX.enterprise, AI, Technical

3:15pm EDT

(389) Network Meeting: CSD/SX.e (Webui) Wrap-Up Meeting
Follow up session and bring your questions! We will have experts on hand to help you get the answers you need about Webui/CSD, get feedback on your experience as an attendee, and discuss how TUG can continue to provide value to your membership.
Speakers
avatar for Tom Ward

Tom Ward

System Engineer - TUG Network Leader, Porter Pipe & Supply Co.
As co-leader of the Infor CSD/Webui group and a recent addition to the TUG leadership team, I serve as a Systems Engineer at Porter Pipe & Supply Co., a rapidly expanding wholesale distribution company based in the Midwest United States. Our continuous pursuit of innovation and automation... Read More →

Friday May 24, 2024 3:15pm - 4:30pm EDT
Flagler Room
  Infor CSD & CSDE M3, Technical |   Infor SX.enterprise, Technical

3:15pm EDT

(261) Future Price Cost/ Data Conversion
Unlock the potential of your data conversion strategy with this session on future price-cost conversion techniques. Utilize advanced data conversion tools to seamlessly load future price costs, ensuring accuracy and efficiency in your processes.

During the session you will be provided best practices, and real-world examples to guide you through the complexities of this crucial process. Whether you're a seasoned data professional or just starting out, this session offers techniques to revolutionize your approach to data conversion, empowering your team to make informed decisions and drive business success.
Speakers
avatar for David Gneiser

David Gneiser

Senior Application Consultant, Aktion Associates
Long-time user of A+ at our family business = 1989-2013.Joined the Aktion staff in 2014 supporting our A+ customers.Moved over to CSD in 2017.Blessed to assist our customers as they are on their journeys to CSD.

Friday May 24, 2024 3:15pm - 4:30pm EDT
Orange Room
  Infor CSD & Infor SX.enterprise, Finance, Purchasing / Inventory Management, Pricing

3:15pm EDT

(314) TWL Inventory Best Practices- Cycle Counting, Physicals, and More
Are you managing the inventory in our warehouse accurately and effectively? Is your business still conducting disruptive annual physcial inventories. Join this session to learn about the importance of proactive cycle counting along with best practice cycle count configuration and execution in TWL.
Speakers
avatar for Tony Bruckler

Tony Bruckler

Lead Consultant, ASW Global Consulting
Hey Tuggers!  Glad to be back this year.  I've been coming to Tug for the last 15 years.  The first 10 was as a user and the last 5 has been as a vendor sponsor/speaker.  Being on both sides of the table, I understand what users are looking for when they attend these conferences... Read More →

Friday May 24, 2024 3:15pm - 4:30pm EDT
Hamilton Room
  Infor CSD & Infor SX.enterprise, Purchasing / Inventory Management, Warehouse / Operations

3:15pm EDT

(362) Deep Dive!: the OS Portal User Experience for CSD
The new Portal user experience is available in the Infor Cloud. So how can you roll it out to users? What training is needed? What changes and what stays the same? All the details of this user interface makeover will be covered. This session is targeted at IT developers and IT administrators. You'll learn about:

• How to roll out the new portal.
• What training is needed.
• What has changed and what stays the same.
Speakers
avatar for Brandon Stacken

Brandon Stacken

Sr. Solution Consultant, Infor

Friday May 24, 2024 3:15pm - 4:30pm EDT
Escambia Room
  Infor CSD & Infor SX.enterprise, Technical

3:15pm EDT

(376) Infor Process Intelligence & Process Modeler
Infor Process Intelligence (IPI) is a complete business process solution that allows customers to adopt standard industry specific process models and extend it to fit their specific needs. We’ll discuss its benefits to your organization, walk through its viewing and modeling capabilities, and chat about the future direction of IPI. You'll learn:

• What is Infor Process Intelligence?
• How will it benefit your organization?
• How to use Infor Process Intelligence?
Speakers
avatar for Jeremiah Stone

Jeremiah Stone

Professional Services, Infor

Friday May 24, 2024 3:15pm - 4:30pm EDT
Manatee Room
  Infor CSD & Infor SX.enterprise, AI, Technical
 
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