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MWUGSpring2018
March 18-20, 2018
Westin Yorktown Center • Lombard, IL |
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5:00 pm
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Registration Opens
/ Vendor Fair Set-Up
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5:30 pm Pre-Conference Bonus Session
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Hands Off! A Security Primer
SCOTT DULECKI - Sungate Solutions
No one pays any attention to security until there’s a problem. And when there is, they come looking for YOU, to find out why you allowed that problem to happen. How can you eliminate those problems before they happen? What things should you be aware of as you set up security in QAD, and what problems can you avoid tomorrow by making conscious decisions today? And in today’s Sarbanes-Oxley world, what do you need to be aware of? This session will review the ins and outs of security in QAD (including the differences between SE and EE security), identifying potential problem areas and suggesting ways to make security a part-time task instead of a full-time job.
For QAD Version: EE
Level: Intermediatel/General
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8:00 am
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Registration /
Vendor Fair Opens / Buffet Breakfast |
9:00 am General Session
Welcome & Program Overview:
JOHN PEARSON, MWUG President
9:15 am |
Sponsor
Introductions
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9:45 am |
Break |
10:00 am
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WELCOME KEYNOTE
ADDRESS:
You Speak Business Processes and I Speak IT:
Can I Get a Translator?
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DARRELL FINNEY
President
Fintek Consulting
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Have you ever felt like you were not speaking the same language as your customer?
Have you ever thought that your technical bias to the system side impacts your ability to
clearly interpret the voice of the customer?
Have you had to spend more time on implementation because core business processes
were impacted by the system in ways that you did not document?
Explore tools that will help you understand the 4 Voices…. Voice of the customer, Voice of the Business, Voice of the System, Voice of the Process .
Darrell Finney is a licensed minister, former stand up comedian, electrical engineer, and Finance MBA, and Six Sigma Master Black Belt. Darrell’s unique training style is unlike any you have seen. He has a way of mastering the art of “edutainment” – his special blend of education and entertaining. |
11:00 am |
Break
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Concurrent Track Sessions
MANUFACTURING |
FINANCIAL |
TECHNICAL |
SPONSOR
TRACK |
11:30 am - 12:30 pm
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Prototype Processing
DAVE DOYLE - QAD
This session will cover organizing and using applications to support Prototype Processing in QAD. Functions include: Discrete Sales Orders, Work Orders, Bills of Material and Routings, MRP, Costs and Scheduling.
For QAD Version: Any
Level: Intermediatel/General |
Automated Purchasing/
Requisition Solutions
FRANK SALESI
ISS Group
JOSEPH ENGLER
A123 Systems
This session will be a case study on ‘How to’ control Maverick Spend and the integration that ISS Group and QAD User A123 Systems developed between iPurchase and the QAD EAM module for the primary purpose of creating and tracking the spend against project budgets. We will provide a detailed overview of the integration developed, the purpose of performing the integration and benefits generated, and a brief demonstration of the iPurchase Solution as part of the overall Purchase to Pay process.
For QAD Version: Any
Level: Intermediatel/General |
Promon For Idiots & Savants
DAN FOREMAN
White Star Software
Understanding the promon utility is critical for troubleshooting database performance and other issues. However, promon has several menu levels and each level is more mysterious and has less documentation than the previous one. This presentation will take you on a detailed tour of promon from top to bottom and will identify what screens and metrics are valuable and those that are not.
For QAD Version: Any
Level: Intermediatel/General
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Robotic Process Automation and QAD
DHARM SADASIVAN
Thirdware Solution
Robotic Process Automation (RPA) is the most promising arrow in the enterprise's quiver to hit the bulls-eye of the target for productivity improvement and digitization. Thirdware brings RPA to QAD Application. In this session, we will talk about possibilities and practical applications of RPA in QAD-based Business Processes and IT Operations.
For QAD Version: Any
Level: Intermediatel/General
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12:30 pm LUNCHEON
1:30 pm Vendor Introductions
2:00 pm Break / Visit the Exhibits |
Concurrent Track Sessions
MANUFACTURING |
FINANCIAL |
TECHNICAL |
SPONSOR
TRACK
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2:30 - 3:30 pm
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EAM - Get On The Smart Plant Train!
JON EDWARDS
QAD, Inc.
Come join us to explore the ways in which you can leverage your connected sensors and devices to take your Plant Maintenance to the next level. We will provide a super cool demonstration of using standard EAM functionality available today to get your organization headed toward the exciting future of Industry 4.0. Plus, just for kicks, we will throw in some new tips and tricks!
For QAD Version: Any
(Applicable to EAM v2016.1 and higher
)
Level: Intermediatel/General |
Cost Budgeting & Simulation
MICHELLE ERICKSON
Jel Sert
Hear one QAD customer's experiences on cost budgeting. Michlle Erickson, Director of Operational Finance at Jel Sert, will offer a cost budgeting simulation and overview some of the report and automations to the process they have developed in QAD.
For QAD Version: Any
Level: Intermediatel/General |
EE Financial Customizations:
A Brief 'How To'
JAMES BLANKENSHIP
Logan Consulting
This session will focus on how to use the financial API’s in EE. We will cover the following topics:
· How to add a custom
field
· How to add validation
to this field
· How to extract/query
data from the financial
tables
For QAD Version: EE
Level: Intermediatel/General
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CyberQuery
Case Study
BRENT BECKER
Cyberscience Corp.
This session will show how Cyberquery has been successfully deployed at QAD customer sites. The presenter will show how Cyberquery is used to generate QAD reports, integrated with some additional data sources, and automatically scheduled and sent to various users.
For QAD Version: Any
Level: Intermediatel/General |
3:30 pm Break / Visit the Exhibits
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MANUFACTURING |
FINANCIAL |
TECHNICAL |
BUSINESS
PROCESS
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4:00 - 5:00 pm
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Meeting Customer Requirements Through a Smarter Factory
GARY SCHAUM
Factivity
Amazon didn’t become the powerhouse company by missing delivery dates to customers. Amazon has set the standard for promising ship dates and the public expects no less. The bar has now been set and manufacturing must be able to forecast accurate production and delivery dates and communicate to customers before the fact if the promised delivery date is going to slip. Hear about a QAD customer that uses the Factivity APS module to give accurate production ship dates with their Available to Promise functionality and able to identify potential problems by utilizing their rules based scheduling module and their manufacturing and execution system.
For QAD Version: Any
Level: Intermediatel/General |
Deploying Segregation of Duties (SOD) Along With Role-Based Security to Ensure SOX Compliance
ANDY VITULLO
Logan Consulting
This session will discuss business and key configuration requirements as well as deployment recommendations for SOD functionality within QAD. Additionally, this session will discuss the SOD conflict matrix, SOD conflict exceptions and SOD mitigating controls that will be required based on your organizational resource mix.
For QAD Version: EE
Level: Intermediatel/General
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I Love My QAD Wiki!
BILL LINDER
Rightway Fasteners
A Wiki can provide organized, up to date and easy to search information and instructions. You have probably heard of Wikipedia and Wikihow, and maybe Familysearch among others. Rightway Fasteners' IT department decided to use the same types of tools that drive these sites to help their QAD users and other employees be more informed at their job. Come hear what they have learned!
For QAD Version: Any
Level: Intermediatel/General |
Paying Lip Service to Business Continuity
PAUL KOUFALIS
White Star Software
The title says it all: most of you pay lip service (if that) to business continuity planning. Not Hurricane-Katrina-Disaster-Planning, but it’s more mundane and frequent cousin, tripping-on-a-wire business continuity. If you’re a technical person reading this, please invite to your boss, your boss’ boss and your boss’ boss’ boss to this session. Forward the invitation all the way up the org chart. Print it out and tack it to the bulletin board in the cafeteria. Make sure no one in I.T. management or at the C-level can pretend they didn’t know.
For QAD Version: Any
Level: Intermediatel/General |
5:00 - 6:30pm Vendor Hall Reception
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7:30 am Vendor Fair Opens / Buffet Breakfast
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Concurrent Track Sessions
MANUFACTURING |
CASE STUDY |
TECHNICAL |
BUSINESS
PROCESS
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8:30 - 9:30 am
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Unified Production Planning & Execution
BRENT SHOOLTZ
QAD, Inc.
Learn how QAD's new manufacturing capabilities, QAD Production Orders with Shop Floor Mobile, can help you simplify and synchronize your back office production planning with your shop floor material replenishment and production execution.
For QAD Version: EE
Level: Intermediatel/General
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Shatter the Pain Chain: Create a Lean and Nimble Enterprise
DON LINDSEY
CESI
JUDY GARDNER
Walbro Engine Management
NANCY McCRIMMON
32 Soft Inc.
Today’s best enterprises respond quickly, operate efficiently and depend on their ERP data for effective decision-making. All that data needs to be managed which can often mean tedious and repetitive tasks that are a source of pain to your staff. It keeps them from reacting adequately to customer needs, gives them spotty or inaccurate data, and adds to their everyday stress. Find out how CESI and Walbro have eliminated bottle-necks, saved hundreds of man-hours, and increased profitability across their enterprise. They shattered the pain chain in the areas of master data maintenance, inventory control, production and planning, supply chain management, compliance.
For QAD Version: SE / EE
Level: Intermediatel/General |
Making Good Decisions the First Time: A Lifetime of Lessons Learned:
CARLOS COLMENARES
Sungate Solutions
QAD doesn’t fit every company right out of the box.You need to adapt your processes to it while adapting it to your processes. As a QAD customer and a consultant, Carlos Colmenares has learned this the hard way.Come spend an hour with Carlos as he shares tools and practices for enhancing QAD that have helped him generate maximum value with minimum headache.
For QAD Version: SE
Level: New & Intermediate QAD Developers |
EE Upgrade Panel
JJ FRISTER - IAC Group
MICHAEL SILLETI - YFAI
A panel of implementation specialists and QAD customers will share their experiences and success stories involving recent upgrades to QAD Enterprise Edition.
For QAD Version: EE
Level: Intermediatel/General
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9:30
am Break
/ Visit the Exhibits
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MANUFACTURING |
CASE STUDY |
TECHNICAL |
SPONSOR
TRACK
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10:00 - 11:00 am
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Adding E-Commerce to Your Manufacturing Business
JOEL SCHNEIDER
Liberty Technical Advisors
Your customers and business partners are using the internet for all of their personal and professional buying needs. Now they want your manufacturing or distribution company to give them the same great online experience that they have with Amazon and others. These projects often sound daunting and expensive but this session will describe how a simple, methodical approach can allow your company to jumpstart its Ecommerce initiative in months and at a budget that suits your business. You will learn strategies for creating a great B2B and/or B2C Ecommerce initiative without breaking the bank on custom integrations and while allowing your QAD system to continue to do what it does best.
For QAD Version: Any
Level: Intermediatel/General |
Customer Case Study: SE to EE Upgrade
BILL FOARD
Inventus Power
BRIAN CLARK
Logan Consulting
Inventus Power recently completed a project to replace all existing QAD 2011SE functionality with the comparable functions in QAD 2016EE. The scope involved a re-design and re-implementation of financial functionality and supporting master data. Non-financial processes were implemented as close to ‘as is’ as possible. The project was completed on time and on budget and the company now has a core model it can leverage for other sites/locations. This session summarizing the upgrade project, including key activities and lesssons learned.
For QAD Version: SE / EE
Level: Intermediatel/General |
Indexes & Performance
PAUL GUGGENHEIM
Guggenheim & Associates
Indexes play a crucial role in the performance of mission-critical applications. This session
explains the "how and why" of Progress' index selection algorithm as well as valuable information on
bracketing and sort matches, the keys to indexing performance. Examples and a demonstration will be given showing how using indexes the
wrong way can cause performance problems. The presentation is targeted at developers and for power end-users
and administrators.
For QAD Version: Any
Level: Intermediatel/General
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QAD Reporting Framework
STACY GREEN
Progress
During this session, we will walk through updating existing reports, then starting from scratch to write a new report using the QAD Reporting Framework.
For QAD Version: Any
Level: Intermediatel/General
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11:00
am Break
/ Visit the Exhibits
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MANUFACTURING |
CASE STUDY |
TECHNICAL |
SPONSOR
TRACK |
11:15 am - 12:15 pm
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QAD Operational Metrics
PATRICK GRACE
QAD, Inc.
This sessions will offer an introduction to what QAD operational metrics are and how to leverage them forviewing various measurements of operational performance - including data integrity and to analyze real time trends in the system.
For QAD Version: SE / EE
Level: Novice/Intermediate |
Introducing & Implementing RPA in the Enterprise
SRI SRINIVASAN
Thirdware
JOHN PEARSON
Visteon Corp.
Utilize Robotic Process Automation to bring efficiency and productivity improvement to business processes. Realizing the vision of digital business requires the hard work of design and implementation. Visteon implemented RPA for Period-End Closes and Year-End Cost Updates. This case study will review the steps followed and lessons learned. What did Thirdware and Visteon "learn" and what were the "course corrections" before the first BOT ran in production? This is a candid walk-through of their RPA experience.
For QAD Version: Any
Level: Intermediatel/General
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Obsoloete DBA Best Practices
NECTAR DALOGLOU
White Star Software
Learn or "un-learn" DBA tactics that have been considered best practices for years. In this presentation, we will take a look at various out-of-date DBA strategies along with their up-to-date recommended alternatives.
For QAD Version: Any
Level: Intermediatel/General |
What is Application Managed Services and How Can It Benefit You?
JOHN SCHMIDT
Strategic Information Group
Learn about the advantages utilizing Managed Services and how to get the most out of it! Managed Services topics will include database administration, infrastructure, EDI, and QAD helpdesk.
For QAD Version: Any
Level: Intermediatel/General |
12:30pm Closing Luncheon / Conference Wrap-Up & Giveaways
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SPEAKERS & SESSIONS
SUBJECT TO CHANGE REGISTER NOW!
Post Conference Training
sponsored by LOGAN CONSULTING
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Thank You
Conference
Sponsors... |
Gold Sponsors:
Silver Sponsors:
Bronze Sponsors:
MWUG Mobile Agenda... |
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Download the EventsXD mobile agenda to your
iPad, smart-phone, or other mobile device HERE!
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Westin Lombard
Yorktown Center
70 Yorktown Center,
Lombard, IL 60148
(630) 719-8000
Located less than 15 miles from both O'Hare and Midway Airports and just three miles from the Metra, The Westin Lombard Yorktown Center provides the perfect setting for your visit. Thanks to the hotel's complimentary local shuttle to the Metra, you can easily commute to downtown Chicago in under 45 minutes; you're also just steps from Yorktown Center, featuring the very best selection of retail and activities to enjoy.
Make yourself comfortable in our intuitively designed rooms and suites, which feature our signature Westin Heavenly® Bed and Heavenly® Bath. And spend time exploring the area; in addition to being near Yorktown Center Shopping Mall, our hotel is just a short distance from Morton Arboretum, Brookfield Zoo and more.
HOTEL AMENITIES:
- Complimentary local shuttle
- Westin Executive Club Lounge
- WestinWORKOUT Fitness Center
- 24-Hour Business Center
- Indoor lap pool/whirlpool
- In-Room Spa Service
- Tangent @ Westin high-tech workspace
ROOM RESERVATIONS:
Sleeping
Rooms have been blocked at the hotel and are available to conference
attendees at a discounted group rate. Please
be sure to reference the Midwest User Group when making your
reservations.
CUT-OFF DATE:
The cut-off date for sleeping room reservations is March 5th . After that date, rooms in the MWUG block will be released for general sale and may not be available. Please call before that date to guarantee your reservation.
TRANSPORTATION:
The Westin Lombard Yorktown center is approximately 30 minutes from Chicago O'Hare International Airport. For those not utilizing a ride service such as Uber or Lyft, the hotel recommends American Taxi which offers a flat-rate one-way service of $29 to and from O'Hare. Reservations are required and can be made by calling (847) 259-0276. Since the hotel is located outside the city limits of Chicago,
attendees are encouraged to take Suburban taxis and NOT CITY CABS to avoid fare surcharges. Self-parking is available at the hotel for
registered guests at no charge. For additional information on the hotel and available amenities, please visit:
www.westinlombard.com
10
Reasons
To
Attend MWUG:
Peer
Contacts
Product
Updates
Networking
Product Demos
Peer Knowledge
3rd Party Solutions
Interactive Discussions
Vertical Market Tracks
End-User Education
QAD/User Interaction
Continuing
Education
Credits
MWUG conference sessions
now count towards APICS and Institute of Supply
Management continuing
education credits!
Contact SCOTT DULECKI at Sungate Solutions for more information:
sdulecki@sungate-solutions.com |
learn.
share.
network.
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