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MWUGSpring2020
March 22-24, 2020
Hilton Oakbrook Hills Resort • Oak Brook, 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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Chicken Soup For The QAD Soul: Browses
SCOTT DULECKI - Sungate Solutions
Just like chicken soup was my grandmother’s answer to whatever ailed you, browses can fix just about anything in your QAD world. In this session, Scott is going to show how to build and use browses to address almost everything: finding information in QAD, building workbenches to show related information, creating dashboards to highlight useful information, and more! And it all starts with a simple browse.
For QAD Version: Any
Level: Intermediate / General
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8:00 am
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Registration / Vendor Fair Opens / Buffet Breakfast
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9:00 am General Session
Welcome & Program Overview: JOHN PEARSON, MWUG President
9:15 am |
Sponsor Introductions |
9:45 am |
Break |
10:00 am
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WELCOME KEYNOTE ADDRESS:
Disruption & Markets
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ED BOCLAIR
SVP, Global Sales - QAD, Inc.
Sustainability, supply chain, and new products are changing faster than ever because of distribution and information overload. Are you ready for the change and the flow of information coming our way? People and Solutions must adapt.
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11:00 am |
Break |
Concurrent Track Sessions
MANUFACTURING
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FINANCIAL
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TECHNICAL
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BUSINESS PROCESS
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11:30 am - 12:30pm |
MRP: How To Make It Fail
DON LINDSEY - 32 Soft
MRP is a powerful planning system for manufacturing enterprises, but it doesn’t always live up to its promise to make plans that work for manufacturing. Why? We’ll take a look at the pitfalls from inadequate planning data and order dates, to incorrect transaction processing and setup of modules. And, we’ll discuss the basic needs of a well-run MRP process and show you how to avoid inaccurate information in PO’s, Work Orders and Sales Orders and demonstrate how to correctly set up everything from part numbers to BOMs and date issues so you can make MRP succeed.
For QAD Version: SE/EE
Level: Int./General
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Accounts Payable Automation
Case Study
STEPHEN ROSENTHAL
PICS DocLib
ANTHONY JOHNSON
Filtration Group
This session will overview how Filtration Group efficiently automated their AP invoicing process, driving down costs and increasing the effectivieness of their team. Topics covered will include: automated approval routing, AP workflow visibility and reporting, automated QAD transaction creation (voucher maintenance for SE, and supplier invoice create for EE). We will run through specific use cases and demo how Filtration Group achieved the desired outcome in their AP process.
For QAD Version: SE/EE
Level: Int./General
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Managing Your QAD Database
MIKE FURGAL
Progress
GYLES GARBER
Excel Industries
Do you know how to anticipate database issues from disrupting your business? Excel Industries excels in DBA administration by leveraging the expertise of the Progress Managed Database Service. From day-to-day operational monitoring to QAD maintenance or project work, come see how Excel Industries uses Progress to keep their system proactively running with superior performance and availability.
For QAD Version: Any
Level: Int./General
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Cyber & Data Security: What's Your Risk Exposure & How QAD EE Version Can Help
RANDY BUCKNER
JAMES BLANKENSHIP
Logan Consulting
Cyber security events come in all shapes and sizes, and each type of cyber security event or mishap results in varied and often costly consequences. Data governance programs are key factor in preventing a reportable data breach and avoiding the financial losses and public relations disasters. Often, businesses are mistakenly complacent…assuming their technology department is responsible for most if not all cyber security preventative measures. In this interactive session, not only will attendees be challenged to think about all the protected data stored in their ERP system, but the group will also discuss how to support a solid data governance program using the features of QAD’s Enterprise Edition application.
For QAD Version: SE/EE
Level: Int./General
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12:30 pm LUNCHEON
1:00 pm Vendor Introductions
1:30 pm Break / Visit the Exhibits |
Concurrent Track Sessions
MANUFACTURING
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FINANCIAL
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TECHNICAL
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BUSINESS PROCESS
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2:00 - 3:00pm |
AveXis Implementation Case Study: Automation Solutions and StayLinked
ADAM KACALA
QAD, Inc.
MICHAEL McGEARY
AveXis
Learn how AveXis improved their production processes by implementing touch-screen data collection functionality in the Clean Room. The session will include information about the solution selection process, the actual solution implemented and benefits achieved.
For QAD Version: Any
Level: Int./General
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Learn How QAD Supports Current Revenue Recognition Rules
MINELA COVIC, CPA
Logan Consulting
The QAD Revenue Recognition module automates many of the standard tasks required to support your financial revenue recognition requirements. This session will provide an overview of current revenue the current GAAP accounting rules associated with Revenue Recognition, the industries most impacted by the GAAP revenue recognition rules, which rules the QAD revenue recognition module supports and a brief demonstration on applying rules in the QAD application.
For QAD Version: Any
Level: Int./General
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New Hardware = Worse Performance?
NECTAR DALOGLOU
White Star Software
You’ve migrated to bigger, stronger, faster, and more expensive hardware but your QAD environment is running slower. How’s that even possible? In this session, we will look at some real-life case scenarios where performance results were actually worse on the new machine than the older one, how we tested and what corrections were needed in order to achieve better performance. Also, things to look out for when purchasing new hardware or migrating to the cloud.
For QAD Version: Any
Level: Int./General
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Margin Improvement Opportunities and Surviving Disruptions
BRIAN BROOKS
QAD, Inc.
In this session we will look at the practices that can increase your manufacturing margins by thinking differently about your approaches. We will also look at the disruptions QAD is seeing in the marketplace and how you can be better prepared for survival.
For QAD Version: Any
Level: Int./General
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3:00 pm Break / Visit the Exhibits
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MANUFACTURING
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FINANCIAL
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TECHNICAL
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BUSINESS PROCESS
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3:30 - 4:30 pm |
How to Accelerate the Digital Transformation Using QAD Manufacturing
BRENT SHOOLTZ
QAD, Inc.
Are your manufacturing operations up to the challenge? Day-to-day production is challenged with the need to improve overall equipment effectiveness, increase manufacturing flexibility, capture massive amounts of data and communicate in a new digital world. Where are you in this journey? In this session, we'll explore how the latest evolutions in QAD Manufacturing support your successful transformation. You'll see how you can improve your operational performance and gain manufacturing flexibility with the latest QAD manufacturing solutions.
For QAD Version: Any
Level: Int./General
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AP Automation and Integration With QAD SE & EE
ROY SYE
Kronos Foods
NARESH BABU
Arista Consulting LLC
Timely Supplier Invoices processing is crucial for business continuity. It is manual and time consuming. Kronos has been able to automate the whole workflow process including integration to QAD EE. This case study session will show how was it possible and how it could be implemented for any QAD user.
For QAD Version: SE/EE
Level: Int./General
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Capabilities of Dell Boomi in QAD Integrations
SOUMAK DUTTA
CoorsTek
GARY YANG
Roundview Technologies
In this session we will discuss how Dell Boomi Integrate and Roundview Integration Portal have become the tool for all integrations into QAD at CoorsTek. We will discuss the process/route that CoorsTek went through to learn, utilize, and develop using Boomi Integrate. We will cover the capabilities of Boomi Integrate that have been leveraged by CoorsTek and discuss all the myriad of integrations that have been done utilizing this tool in 2019. We will end this session with a Live Demo where we will create a HTTP Post webservice into QAD through Boomi Integrate to create Generalized Code records in CoorsTek 2008 SE environment.
For QAD Version: SE
Level: Int./General
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Processing Inter-Company Orders in Enterprise Edition
BRIAN CLARK
Logan Consulting
This session will focus on processing inter-company orders for those clients that would benefit from a true buy/sell relationship between their QAD facilities. The session will focus on the utilization of Release Management, eCommerce and automation opportunities in EE Financials to process orders from forecast to intercompany payment.
For QAD Version: SE/EE
Level: Int./General
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4:30 - 6:00pm Vendor Hall Reception
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7:30 am Vendor Fair Opens / Buffet Breakfast |
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Concurrent Track Sessions
BUSINESS PROCESS
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CASE STUDY
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TECHNICAL
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SPONSOR
TRACK
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8:30 - 9:30 am |
Web Content Management is a Perfect Complement to Your ERP
ALEX OLIVERI
Progress
A well designed WCMS can orchestrate data across your enterprise including: Purchase requisition, eCommerce, Application Integration, Business Intelligence, Reporting and much more. See a demonstration of how Progress Sitefinity is used by Progress, to transform the way we processes data across multiple platforms including QAD EE.
For QAD Version: Any
Level: Int./General
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QAD Tools For the Lean & Nimble Enterprise
CHIRAG PATEL
Sonendo
ALEX KIM
32 Soft Inc.
Learn how one QAD user, Sonendo, saves hundreds of man-hours and increases their profitability by using Data Loaders from 32 Soft, which allows their staff to work on other important projects. Chirag Patel will explain how the Item Master, BOM, Routing, Item Site Cost Set Data Loaders empower their team to quickly and easily manage massive amounts of data.
For QAD Version: Any
Level: Int./General
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QAD YAB Overview
JAMES BLANKENSHIP
Logan Consulting
This session will focus on the basics of how to use QAD’s Your Application Builder (YAB) tool. YAB is used to administer QAD Enterprise Edition releases starting with QAD Enterprise Edition 2016EE and is the replacement for the QDT tool. We will review how to customize YAB for your environment and review how using YAB and provide a consistent repeatable method of installing and configure QAD.
For QAD Version: 2016 EE or later
Level: Int./General
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CyberQuery: A New Financial Suite of Data Marts for QAD and a Complete Financial Report Writer
TOM OLDHAM
Cyberscience Corp.
Cyberscience has developed an intuitive suite of Data Marts for QAD using new storage technology developed in house for incredibly fast and accurate results. The new Financial Suite of Data Marts consists of Sales/Invoice Detail, General Ledger, Accounts Payable/Purchase Orders and Accounts Receivable/Credit Management. Reporting in these areas is made even easier and can empower more users to produce the reporting and analytics they require without dependence on others. And a new and complete Financial Report Writer (FRW) to produce internal and external Balance Sheets, Income Statements and other required Financial Reports for the General Ledger.
For QAD Version: Any
Level: Int./General
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9:30 am Break / Visit the Exhibits
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BUSINESS PROCESS
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CASE STUDY
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TECHNICAL
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SPONSOR
TRACK
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10:00 - 11:00 am |
Helping Manufacturers Navigate the E-Commerce Experience
JOEL SCHNEIDER
Liberty Technology Advisors
Learn how manufacturers can navigate the E-commerce space to sell direct to consumers while maintaining and not intruding on existing customer base (i.e. dealer networks, big box stores, etc.). Joel Schneider, President of LTA, will put his points into perspective using real world examples where his company has helped with the successful implementation of such platforms. Additionally Joel will discuss some common pitfalls to avoid and the impact adding an E-commerce platform can have on your business.
For QAD Version: Any
Level: Int./General
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QAD EE Implementation at NN Aerospace & Defense
SCOTT FINKHOUSE
NN, Inc.
TIM LOVELY
Logan Consulting
NN, Inc.’s Aerospace and Defense Solutions completed a rollout of QAD’s Enterprise Edition application for three US manufacturing facilities, to replace legacy ERP systems (Global Shop, Vantage and QuickBooks). NN was responsible for this project and decided to take a hybrid approach to implementation, leveraging both the Logan Consulting implementation methodology and a strong internal consulting team. This session will review the approach, challenges, results and lessons learned.
For QAD Version: Any
Level: Int./General
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Getting Started With Operational Metrics
CARLOS COLMENARES
Sungate Solutions
You can’t manage what you can’t measure. Operational Metrics is QAD functionality that allows you to define and share metrics that are important to your business. This presentation will walk you through the basics of setting up, implementing and using Operational Metrics.
For QAD Version: Any
Level: Int./General
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Pro2 Archive
MIKE FURGAL
Progres
Pro2 Archive is the ultimate solution for managing your growing QAD database (On-premise, or Cloud). Come learn how to keep historical data available in real-time outside of your QAD production database, drastically improving performance, accessibility, and reporting capabilities.
For QAD Version: Any
Level: Int./General
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11:00 am Break / Visit the Exhibits
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BUSINESS PROCESS
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CASE STUDY
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TECHNICAL
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SPONSOR
TRACK
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11:15 am - 12:15 pm |
Success Story: GHSP Upgrade to Enterprise Edition: US & Mexico
DAINE SHANAHAN
JSJ Corporation/GHSP
TIM McGHEE
Logan Consulting
GHSP recently completed a rollout of QAD’s 2017 Enterprise Edition application for its US and Mexico manufacturing facilities, to replace its legacy QAD ERP systems EB2.0 and EB2.1. GHSP decided to take a hybrid approach to implementation, leveraging both the Logan Consulting implementation methodology and a strong internal consulting team. This project was truly a team effort, where Logan Consulting supported the fulltime internal consulting team, with part-time Project Management assistance and Subject Matter expertise. This session will review the approach, challenges, results and lessons learned.
For QAD Version: SE/EE
Level: Int./General
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Data-Driven Approval Routing: Processing MRP Planned Orders & MRO PO Requisitions
ANDREW WEINSTEIN
ISS Group
LORI BRAUN
Modular Assembly Innovations
This presentation will provide an overview of the ISS Group ‘Data-Driven’ Approval Routing technology being used by Modular Assembly Innovations (MAI) to process both QAD MRP Planned Orders and MRO PO Requisitions, and the benefits/return on investment MAI has generated since implementing the ISSG iPurchase™ Solution in early 2019. The presentation will also include a demonstration of the iPurchase™ MRP Action Center being used by MAI.
For QAD Version: Any
Level: Int./General
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How To Apply Machine Learning on QAD Data
MARCIO MAURAO
Thirdware
Your QAD database(s) have accumulated significant data over time. In this session, you will learn how to apply Machine Learning technology on the data in QAD to unlock business insights and be truly beneficial to your business. Mauricio will demonstrate multiple use cases across key verticals that address critical business needs.
For QAD Version: Any
Level: Int./General
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SIG Financial Automation Solutions For QAD
SUZY RENO
Strategic Information Group
No matter which version of QAD you are running, efficiency and automation are critical. Strategic has developed multiple solutions to make the Controller’s life easier, including Enterprise Banking, Expense Reporting integration, Payroll integration and others. Please join us to find out how you can make your life simpler with SIG Financial Automation Solutions for QAD.
For QAD Version: Any
Level: Int./General
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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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