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inPOWER 2024

Details

Don't Forget to take your session surveys here: Take Survey

Check out inPOWER 2024 photos here: Photos

Greetings to Infor customers running XA, LX and System21.   We want to thank everyone who made inPOWER 2023 successful and we had a huge amount of positive feedback.

Dates: September 23-26.  Monday for the Technical Enterprise Integrator Sessions,  Tuesday through Thursday morning for inPOWER.

Location: The Ingleside Hotel,  Pewaukee, WI

Target Audience: Infor Customers and Partners focused on Infor XA,  LX and System21

Format: The general flow of the conference will be similar to 2023,  but we will have additional Enterprise Integrator educational sessions on Monday.  We’ll also expand the educational content on Wednesday.  These educational sessions were very popular in 2023.

Quick Video: Build Your Personal Session Agenda

Download your WorkOutLoud mobile app to assist with your personal session agenda, chat with peers, build your personal network with unique QR code scanning capabilities. 

            

Agenda At A Glance
Download Agenda at a Glance

Download inPOWER Session Grid

Pricing:

  • Monday EIUG Technical Day                      $200
  • Monday Workshops                                    $50
  • inPOWER 2.5 day conference                   $850 
  • Fourth or more attendees                          $450 each

 We will work to provide you with great value for your investment.

  • New this year,  we will also offer 1-day passes at $300

Helpful Glossary Terms

Testimonials

“Having attended multiple inPOWER events over the years, I find inPOWER to be a great opportunity to further build relationships with key Infor team members and to provide input into the future direction of the software that is key to our business.”

“If one is serious about learning how to maximize their company’s investment in Infor LX and/or to extend the life of their ERP, then inPOWER is a great opportunity to not only learn from Infor team members but also other customers.  It is great to hear how others have started to leverage the many new features and functionality to not only move beyond the green screen but also to eliminate base code modifications.” READ MORE...

For cancellation requests please contact ashley.becker@ise-erp.com.

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Tags

Common
Product Introduction

When & Where

Monday, September 23rd, 2024 → Thursday, September 26th, 2024
Click for Directions
The Ingleside Hotel
2810 Golf Road Pewaukee
Pewaukee,WI53072
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Organizer

Loring Kaveney
Ashley Becker
Tony Fleischman
Betty Schlimgen
Shawna Vickers
Yvonne Cheslog
Eric Lopez
Sarah Mackay
Adrian Masters
Dan Kaveney
496

Registered

Attachments

Attached Files
Glossary of Terms - Infor 2022.xlsx
Agenda at a Glace.pdf
EIUG Sessions 2024.09.11.pdf
Shuttle Information.pdf
Vendor Shipping Information.pdf
inPower Session Grid Published 2024.09.18.xlsx
See all 6 Links »

Sessions

Category Filter: ALL LX SYSTEM 21 XA Clear
Tag Filter: ACCOUNTS PAYABLE AFTERMARKET SALES AI ALL AP API AUTOMATION BIRST BUSINESS BUSINESS CONTINUITY BUSINESS INTELLIGENCE CHANGE MANAGEMENT CLOUD COSTING CPQ CRM CUSTOMER DEVICES DISASTER RECOVERY DOCUMENT MANAGEMENT E-COMMERCE EAM EDI EDUCATION EI ELECTRONIC COMMERCE ENGINEERING FINANCE FREIGHT FRESCHE HARDWARE HIGH AVAILABILITY IBM IDF IMPLEMENTATION INFOR INFOR OS INTEGRATION INTERFORM INTERNATIONAL BUSINESS INTRODUCTIONS INVENTORY ION KEYNOTE LABOR LX MANUALS MAXAVA MODERNIZATION NETLINK PART SALES PERFORMANCE PLANNING PROCUREMENT PRODUCTION QUALITY RELEASE 11 REPORTING ROADMAP ROUND TABLE SECURITY SHIPPING SHOP FLOOR SIOP SKILLS SOP SUPPLY CHAIN SYSTEM21 SYSTEMLINK TECHNICAL THRU-PUT TRAINING UPGRADE USER GROUP USER INTERFACE VERSION 8.4.2 XA Clear
 
Title
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Monday - September 23rd, 2024

Welcome Reception & Solution Fair Opening
9:00 PM
5:30 PM
09/23/2024
Room: Oakton Ballroom
Please join us for a Welcome reception in the Solution Fair and take the opportunity to visit with the Sponsors of inPower 2024. Food and beverages provided.
Category: All

Tuesday - September 24th, 2024

Apptad debuts ZeroTouchData, AI Transformation for Infor LX & XA ERPs
8:00 AM
7:30 AM
09/24/2024
Room: Fieldstone East Presenters:
The ZeroTouchData platform allows you to migrate all of the custom apps that have been built over the years around the ERPs. Operate on ERP data, enrich, enhance, and integrate in real-time. Data Matching, Quality, Trust, Governance, and Lineage, as well as point applications all come to live in a single platform with no technical users. Our immersive AI experience allows the business users to import or integrate data, define workflows and analytics to automate any task. Available in the Cloud or self-hosted. Hundreds of connectors to other enterprise applications and databases included, as well as over 100 template apps to get your team started today! About your hosts: Arbind Singh & Rob Long both have deep roots having previous Infor careers. Apptad provides full spectrum service to Infor clients both in the ERP and across to other applications and data warehouses and lakes. Data engineering and strategy services as well.
Category: All
Tagged: LX, XA, TECHNICAL
Presenters
Arbind Singh
CEO
Apptad Inc.
Robert Long
CPTO
Apptad Inc
Solution Fair Open - Breakfast, Registration Opens
8:30 AM
7:30 AM
09/24/2024
Category: All
Presenters
Loring Kaveney
President, Co-Founder
WorkOutLoud
With over 25 years of experience in marketing, sales operations, business development, and significant involvement with startups such as Digital Concourse, Next Wave Connect, and currently, WorkOutLoud. I have a passion for leveraging online communities to foster collaboration around important topics, while seeding and nurturing long-term business relationships. My successful business relationships have reaped big benefits for enterprises including IBM, Microsoft, Eaton, Infor, Cerner, Next Wave Connect and now with WorkOutLoud.

Coffee Sessions - Tuesday

Reset all options in this track
Cobwebb Cloud Capture - Finance / AP Automation for Infor XA (Coffee Session)
8:00 AM
7:30 AM
09/24/2024
Room: Woodland A
"In this session you'll see a demo of Cobwebb's latest Document Automation offering, Cobwebb Cloud Capture - Finance (CCC-F). CCC-F is a Multi-Tenant Accounts Payable solution that automates the capture and validation of invoices from any source, in any format. With pre-built integration to Enterprise Financials, your Finance teams can reap the benefits in weeks rather than months. • Save time by streamlining invoice processing • Ensure proper routing of invoices and enforce approval policies through Workflow Automation • Access invoice copies quickly from within CCC-F, or in context from within your ERP • Increase transparency throughout the process using the audit and analytics capabilities We look forward to seeing you there! If you are unable to make this session, please drop by at our booth in the Solution Fair to discuss your Document Automation needs. "
Presentations
Category: XA
Tagged: FINANCE, ACCOUNTS PAYABLE, AUTOMATION, XA
Presenters
Carl Brown
Sales Director
Cobwebb Communications Ltd
15 years in the software industry with the majority of those years working with System i ERP customers. I spent 12 years at Infor in the UK and now work for an Infor Partner delivering Document Automation and Forms Management solutions to businesses running System i ERP.
Crawl – Walk - Run … Get the most out of your Paper-Less MES application
8:00 AM
7:30 AM
09/24/2024
Room: Hearthside Presenters:
Are you just getting your feet wet or are you fully running and need more? Get Tips and Tricks to best optimize the Paper-Less MES solution, speaker Rick Reith will deliver information at a pace to ensure you get everything you can out of the product to streamline your shop floor execution.
Presentations
Category: All
Tagged: SHOP FLOOR, LABOR, INVENTORY, AUTOMATION, ALL
Presenters
Richard Reith
Senior Manufacturing Engineer
Paper-Less, LLC
Cut Shipping Costs: A Masterclass for Infor Users 
8:00 AM
7:30 AM
09/24/2024
Room: Lapham 2
Are you an Infor user struggling to control your shipping costs? Learn how to identify hidden expenses, optimize your workflows, and leverage technology to reduce your shipping spend. This presentation will equip you with practical strategies to streamline your operations and deliver cost savings
Category: All
Tagged: ALL, SHIPPING
Presenters
Charlie Hawkins
Director od Sales
Varsity Logistics, Inc.
Email Remittance Automation
8:00 AM
7:30 AM
09/24/2024
Room: Woodland D
Join us with your early morning coffee for a highly interactive session on Email Remittance Automation. You will have the opportunity to see a live demonstration, which can help you better understand the technology and its potential fit for your organization.
Presentations
Category: All
Tagged: FINANCE, AUTOMATION, ALL
Presenters
David Rushe
Business Development Manager
Cashbook
Greg Coulter
CEO
Cashbook
Been working at Cashbook for 20+ years. Background is Accounting/Finance. Married, 3 kids, 1 dog, 1 cat. Lived in Limerick for 22 years. Long enough to appreciate hurling & gaelic football but not long enough to stop supporting the All Blacks.
Security Management Plus (SMPlus) a better way to manage security and SOX controls & reporting
8:00 AM
7:30 AM
09/24/2024
Room: Lapham 1
SMPlus is a comprehensive Security Management System that greatly extends Security within the Infor XA environment using the Infor Development Framework (IDF). With built-in Separation of Duties and predefined “Role Management”, SMPlus is a powerful tool to manage and protect your system security 
Presentations
Category: XA
Tagged: TECHNICAL, SECURITY, IDF, XA
Presenters
Donald McKay
Client Manager
BW Design Group
Janet Singh
Senior Delivery Lead
BW Design Group
Supplier Community Onboarding:  A discussion on the challenges and options for communicating with your suppliers.
8:00 AM
7:30 AM
09/24/2024
Room: Woodland C
Supplier Community Onboarding: A discussion on the challenges and options for communicating with your suppliers. Do you have these challenges? • Reactive order management • High-cost Inventory Inefficiencies • Inaccurate Invoicing • Poor Customer Experience • Inability to effectively manage Trading Partners SPS provides supplier & vendor onboarding allowing up to 98% of orders to be automated through EDI. Join the discussion Tuesday Morning at 7:30am.  Presentation available on request per SPS Commerce.
Category: All
Tagged: AUTOMATION, ALL, EDI, SUPPLY CHAIN
Presenters
Brian Finks
Strategic Channel Sales Manager
SPS Commerce
Aaron Hannan
Channel Sales Manager
SPS Commerce
Unlocking Productivity with ECx Manager & NestLink: Integrating Engineering Change Management and Nesting Software with Infor XA
8:00 AM
7:30 AM
09/24/2024
Room: Woodland B Presenters:
Are production slowdowns, shipment delays, excess inventory, or inaccurate data holding you back? Are you tired of manually entering work order data into your nesting software and back into ERP? Tired of digging through old emails and chasing people down for change requests and approvals? Discover ECx Manager and NestLink—two powerful solutions that streamline your processes and boost productivity. ECx Manager simplifies and centralizes engineering change management within Infor XA with seamless workflows. NestLink automatically syncs work orders with your nesting software like SigmaNEST and ProNest and reports back the completed job to XA. Together, they eliminate redundancy, minimize production delays, and enhance operational productivity. Join us to learn how these tools can transform your operations, making them smoother, faster, and more efficient!
Presentations
Category: XA
Tagged: ENGINEERING, CHANGE MANAGEMENT, AUTOMATION, INTEGRATION, XA
Presenters
Rey Bustamante
Sales Manager
QBuild Software
Integrating Engineering with ERP
Opening Keynote Session - Todd Donzelli, focus on Artificial/Augmented Intelligence (AI) and how this is a critical element in a company’s digital transformation strategy.
9:40 AM
8:30 AM
09/24/2024
Room: Lake Country Ballroom
Our Keynote this year will focus on Artificial/Augmented Intelligence (AI) and how this is a critical element in a company’s digital transformation strategy. This session will highlight the current state of AI, separating fact from fiction. Todd Donzelli will discuss ways to make use of this technology practical for business and the Compass community.
Presentations
Category: All
Tagged: KEYNOTE, AI, ALL
Presenters
Todd Donzelli
North America Technology & Innovation Strategy Leader
Infor
Jay Allison
Vice President
Infor
Tony Fleischman
Senior Account Executive
ISE
ISE is an Infor Gold Channel Partner. Our primary focuses include Infor XA, IBM Power Systems, Manufacturing Execution Systems (MES), Infor Quality Management (IQM) and Infor Configure, Price, Quote (CPQ). We are a group of 30+ resources, focused on solutions in manufacturing.
Infor Opening Remarks
9:50 AM
9:40 AM
09/24/2024
Category: All
Tagged: INFOR, ALL
IBM Opening Remarks
10:00 AM
9:50 AM
09/24/2024
Category: All
Tagged: ALL, IBM
Solution Fair Open - Coffee Break
11:00 AM
10:00 AM
09/24/2024
Category: All
LX Roadmap
12:00 PM
11:00 AM
09/24/2024
Room: Hearthside
Join this session to hear from product management and gain insight into the LX product development strategy. We will also discuss what we are developing next to deliver new capabilities that can add value to your business.
Presentations
Category: LX
Tagged: ROADMAP, INFOR, LX
Presenters
David Rapacz
Product Manager
Infor
Loring Kaveney
President, Co-Founder
WorkOutLoud
With over 25 years of experience in marketing, sales operations, business development, and significant involvement with startups such as Digital Concourse, Next Wave Connect, and currently, WorkOutLoud. I have a passion for leveraging online communities to foster collaboration around important topics, while seeding and nurturing long-term business relationships. My successful business relationships have reaped big benefits for enterprises including IBM, Microsoft, Eaton, Infor, Cerner, Next Wave Connect and now with WorkOutLoud.
System 21 Roadmap
12:00 PM
11:00 AM
09/24/2024
Room: Woodland A
Join this session to hear product management and services discuss the System21 development roadmap, and overall product investment strategy. You'll learn about updates to the product core coming soon as well, technology, modernization and user experience improvements.
Presentations
Category: System 21
Tagged: ROADMAP, INFOR, SYSTEM21
Presenters
Adrian Masters
Product Manager, Senior
INFOR
XA Roadmap
12:00 PM
11:00 AM
09/24/2024
Room: Lake Country Ballroom
With XA Release 11 nearing public release, it is time to look forward to the next round of enhancements. This session will be the first opportunity to see the plans for future enhancement for both Release 10 and particularly Release 11.
Presentations
Category: XA
Tagged: ROADMAP, INFOR, XA
Presenters
Ross Freeman
Senior Product Manager
Infor
Ross Freeman has been the Product Manager for the XA ERP since 2008.
Lunch - Tues.
1:15 PM
12:00 PM
09/24/2024
Category: All

Session 1

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How to Choose the correct Planning and Scheduling approach.
2:00 PM
1:15 PM
09/24/2024
Room: Lapham 4 Presenters:
How to Choose the correct Planning and Scheduling approach for your operations, Sales, Inventory and Operations Planning (SIOP)
Presentations
Category: All
Tagged: PLANNING, ALL
Presenters
Harold Cavallaro
Principal / Owner
CavCo Management Partners
IBM i Strategy & Roadmap in the Era of AI
2:00 PM
1:15 PM
09/24/2024
Room: Woodland B Presenters: IBM i CTO
In this session, Steve Will, DE and CTO of IBM i, will talk about the strategy and future of the IBM i operating system, especially in today's world where AI seems to be everywhere.
Presentations
Category: All
Tagged: ROADMAP, IBM, AI, ALL
Presenters
Steve Will
Chief Architect
IBM
Keep the Lights On with TotalOps360: The Comprehensive Managed Service for IBM i  
2:00 PM
1:15 PM
09/24/2024
Room: Woodland C Presenters:
Join Fresche Solutions for an exclusive session on TotalOps360, the only comprehensive managed services solution for IBM i environments. As the IBM i talent pool continues to shrink, organizations face increased risks of operational disruptions. TotalOps360 bridges this talent gap by offering end-to-end support across infrastructure, operating systems, applications, and data. In this session, you'll discover how TotalOps360 ensures continuous operation through proactive monitoring, real-time recovery, and application remediation, minimizing downtime and enhancing system performance. Learn from Fresche’s experts with over 48 years of industry experience on how TotalOps360 can empower your organization to thrive in an evolving IBM i landscape.
Presentations
Category: All
Tagged: IBM, TECHNICAL, FRESCHE, PERFORMANCE, ALL
Presenters
Lief Morin
General Manager Cloud
Fresche Solutions
LX Community Gathering
2:00 PM
1:15 PM
09/24/2024
Room: Hearthside Presenters: LX User Group
Meeting of the members, introduction to the tracks, Q&A and any other business.
Presentations
Category: LX
Tagged: USER GROUP, ROUND TABLE, INTRODUCTIONS, LX
Presenters
Brian White
Director of IT
Red Gold
Infor LX User Group President / Member of the Infor WMS User Group Board

Over 30+ years of IT experience including leadership, strategy, alignment, team development, project management, security, partner management, ERP (BPCS/LX) / Warehouse Management System implementations, and implementation of 3rd party tools (such as trade funds management, data collection, AP workflow, forms management, websites, etc.) to extend ERP with a focus on modification elimination/minimization and effective integrations.
PDM vs. EPDM (Repeated on Thursday)
2:00 PM
1:15 PM
09/24/2024
Room: Lapham 2 Presenters: Scott Stackhouse, ISE
Why make the move to EPDM? - Implementation of EPDM tips and tricks.
Presentations
Category: XA
Tagged: ENGINEERING, TECHNICAL, IMPLEMENTATION
Presenters
Scott Stackhouse
Senior Application Consultant
ISE
SQL views in real life (Repeat on Thursday)
2:00 PM
1:15 PM
09/24/2024
Room: Woodland D
Real life examples of how SQL views can enhance your experience in Power-Link/Net-Link and some of the magic of how to create them.
Presentations
Category: All
Tagged: TECHNICAL, EI, USER INTERFACE, ALL
Presenters
Nora Holland
Senior Technical Consultant
TriMin Systems
Tracking barstock, sheetstock, coils in XA
2:00 PM
1:15 PM
09/24/2024
Room: Lapham 3
Whether is metal processing, paper processing, liquid consumption, pellets, or plating … anytime you are converting from one unit of measure to another in a production process, inventory tracking is difficult. This session will teach you the basics of tracking inventory through those processes and making sure you know what you have. This starting point of inventory control needs to be brought under control.
Presentations
Category: XA
Tagged: INVENTORY, XA
Presenters
Rick Altenau
Managing Partner
Guide Technologies
What's new in Infor Development Framework (IDF) for System21
2:00 PM
1:15 PM
09/24/2024
Room: Woodland A
Join the Infor team and see what’s available in the latest release of the Infor Development Framework (IDF) for System21. We will introduce you to the IDF, the standard System21 business entities provided by IDF, and how this release provides additional modernization and personalization features to System21. This release will simplify your deployment of IDF and represents a major milestone in providing a comprehensive and powerful web based experience across your enterprise.
Presentations
Category: System 21
Tagged: IDF, SYSTEM21
Presenters
Carl Simpkin
Mr
Infor
XA and Interform
2:00 PM
1:15 PM
09/24/2024
Room: Lapham 1
XA has great flexibility and power in the user interface with Net-Link.  Infor is bringing that power to the output side of the equation. Infor has partnered with Solution Partner Interform to bring leading edge capability to the output side of your enterprise. Combined with Infor Document Management and  embedded attachment the new output architecture closes the loop on the document management capability of XA.  This session will focus on XA output management and how you can easily take advantage of it.
Presentations
Category: XA
Tagged: INFOR, DOCUMENT MANAGEMENT, INTERFORM, IDF, XA
Presenters
Hariharan Mangalam
Solution Architect Senior
INFOR
Peter Sørensen
CEO
InterForm
I have been in the IBM i and output management arena for almost 20 years. I am a fond believer in sharing know-how and experience while learning from others.
XA Enterprise Financials - Making the Transition from AM Financials
2:00 PM
1:15 PM
09/24/2024
Room: Fieldstone West
XA customers need to transition to Enterprise Financials in order to adopt Release 11. But how? This session will go through the process required to move to Enterprise Financials from AM Financials. Customer case studies will be presented, and experienced consultants will be on hand to answer your questions.
Presentations
Category: XA
Tagged: FINANCE, XA
Presenters
Noah Emerson
Senior Application Consultant
Information Systems Engineering, Inc.
Noah Emerson
Senior Application Consultant
Information Systems Engineering, Inc.
XA Release 11 - Overview
2:00 PM
1:15 PM
09/24/2024
Room: Fieldstone East
The first in a series of sessions showing the new Release 11. The first Limited Availability release, 11.0, will be launched shortly after inPOWER. This session will cover the entire release at a high level, to provide a general understanding. Follow up detail sessions will dive deeper into the new functionality and recommendations for transitioning to Release 11.
Presentations
Category: XA
Tagged: RELEASE 11, INFOR, XA
Presenters
Ross Freeman
Senior Product Manager
Infor
Ross Freeman has been the Product Manager for the XA ERP since 2008.
1st Break
2:15 PM
2:00 PM
09/24/2024
Category: All

Session 2

Reset all options in this track
Custom Cards in IDF
3:00 PM
2:15 PM
09/24/2024
Room: Lapham 2
Overview of custom cards in IDF, presented by a real customer for the real world. This will use XA examples but the concepts can be used on both LX and S21 as well.
Presentations
Category: All
Tagged: IDF, CUSTOMER, ALL
Presenters
Kevin Russell
Systems Analyst
JLG Industries
Infor XA Subject Matter Expert with hands-on experience in materials, accounting, and IT. He specializes in modernizing legacy custom applications and building innovative solutions using Integrator in the IDF. Kevin is the digital creator behind the popular @HOWTOXA YouTube channel, where he shares practical tips, tutorials, and insights to help users unlock the full potential of Infor XA. A past inPower conference speaker, he is recognized for making the connection between business process and technical function.
Kevin Russell
Systems Analyst
JLG Industries
IBM i and AI - Tying the Worlds Together
3:00 PM
2:15 PM
09/24/2024
Room: Woodland B Presenters:
AI has become an unstoppable and unavoidable force in the industry. When you integrate IBM i with a powerful AI stack, the potential is indescribable! In this session, we will learn about some key AI technologies and how to integrate IBM i with them.
Presentations
Category: All
Tagged: IBM, AI, ALL
Presenters
Jesse Gorzinski
Business Architect of AI Solutions for IBM i
IBM
IBMi Cloud Update – What’s New?
3:00 PM
2:15 PM
09/24/2024
Room: Woodland C Presenters:
If you’re curious about moving your LX, XA, System21, or Infinium on premise system into the Cloud, join Infor and Fresche to hear the latest about our IBM i-based Cloud offerings. We’ll cover the basics as well as more advanced topics such as using Flash Copy to limit down time, implementing an “Air Gap” SAN solution to address potential ransomware situations, the multiple levels of DR that are available, and our security suite that includes auditing, profile management, encryption, MFA, and real time monitoring.
Presentations
Category: All
Tagged: IBM, CLOUD, TECHNICAL, ALL
Presenters
Chris Hillock
Sr. Director, Global Business Practices & Pricing
INFOR
Global Director of the Infor IBMi Cloud program. Experienced leader and veteran of multiple ERP systems, upgrades and implementations with local, regional, national, and international scope.
David Jones
More on LX security! How to make your configuration easier and more maintainable.
3:00 PM
2:15 PM
09/24/2024
Room: Lapham 4
Review of security enhancements to LX: Group Security, Role Security, etc. Enhancements to the integration to IDF Security
Presentations
Category: LX
Tagged: INFOR, SECURITY, LX
Presenters
Mark Larson
LX Products, Development & Support
INFOR
25+ years working on the BPCS/LX product line for SSA/Infor. Enjoying every day.
Planning Your Upgrade to XA Release 10
3:00 PM
2:15 PM
09/24/2024
Room: Lapham 1
Ever wonder what companies are following for best practice with regards to updating XA to the latest release?  In this session TriMin will walk through system and application aspects which need your attention as part of updating XA to its latest release, R10.1.0.3 (R10 00864).  We’ll discuss many considerations such as the benefits of moving to R10, how to structure your project plan, different techniques for upgrading, IBMi OS, EFIN & NetLink aspects as well as what we know about R11.
Presentations
Category: XA
Tagged: TECHNICAL, RELEASE 11, XA
Presenters
John Merges
Director of Manufacturing Services
TriMin Systems
20+ years working with XA and using the power of IDF to extend and customize XA to align with clients business needs.
System21 and Infor OS
3:00 PM
2:15 PM
09/24/2024
Room: Woodland A Presenters:
System21 and Infor OS
Presentations
Category: System 21
Tagged: INFOR OS, SYSTEM21
Presenters
Hariharan Mangalam
Solution Architect Senior
INFOR
Top 10 Inventory Accuracy Tips
3:00 PM
2:15 PM
09/24/2024
Room: Fieldstone East
Presentations
Category: XA
Tagged: INVENTORY, XA
Presenters
Jeff Eaton
Sr. Director of IT
REV Group
What's new with LX 8.4.2
3:00 PM
2:15 PM
09/24/2024
Room: Hearthside
LX version 8.4.2 is now available. Join this session to hear about the new features and functions introduced in this latest release of LX
Presentations
Category: LX
Tagged: VERSION 8.4.2, INFOR, LX
Presenters
David Rapacz
Product Manager
Infor
Lisa Kasabian
Director LX Development
INFOR
XA Enterprise Financials - Making the Transition from IFM Financials
3:00 PM
2:15 PM
09/24/2024
Room: Fieldstone West
XA customers need to transition to Enterprise Financials in order to adopt Release 11. But how? This session will go through the process required to move to Enterprise Financials from IFM. Customer case studies will be presented, and experienced consultants will be on hand to answer your questions.
Presentations
Category: XA
Tagged: FINANCE, XA
Presenters
Mike August
EFIN Consultant
CISTECH
Julie Kienast
Consultant
CISTECH
XA Net-Link - Making the Transition(Repeated Thursday)
3:00 PM
2:15 PM
09/24/2024
Room: Lapham 3
In preparation for moving to Release 11, all of your users need to move to the IDF user interface - preferably Net-Link. Green screen is no longer available at Release 11, so a transition is required. This session will discuss successful strategies for shifting your users to the new user interface at Release 10, before moving to Release 11.
Presentations
Category: XA
Tagged: INFOR, IDF, NETLINK, XA
Presenters
Ross Freeman
Senior Product Manager
Infor
Ross Freeman has been the Product Manager for the XA ERP since 2008.
XA Release 11 - Labor enhancements Part 1
3:00 PM
2:15 PM
09/24/2024
Room: Woodland D
A detailed session demonstrating the new labor and shop floor enhancements in Release 11. Part 1 of 2.
Presentations
Category: XA
Tagged: PRODUCTION, LABOR, XA, RELEASE 11
Presenters
Curt Mack
Business Analyst
Infor
2nd Break
3:15 PM
3:00 PM
09/24/2024
Category: All
Dive into IDF for LX
4:00 PM
3:15 PM
09/24/2024
Room: Lapham 4 Presenters:
"During the session we will present how to access and navigate the following base business objects with Netlink •INV100 in IDF: Enterprise Items •MRP140 in IDF: Facility Items •ACP100 in IDF: Vendors •ACR100 in IDF: Customer"
Presentations
Category: LX
Tagged: IDF, LX
Presenters
Nick Olson
Systems Consultant
Crossroads RMC
I provide exemplary support in the BPCS/LX, IBMi, and IT spaces.

Session 3

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Customer Success Story - System 21 Modernization
4:00 PM
3:15 PM
09/24/2024
Room: Woodland A Presenters: Milk Specialties
Customer presented System21 3.2 modernization story with System21 3.2 upgrade, PLM Optiva integration and document management
Presentations
Category: System 21
Tagged: CUSTOMER, DOCUMENT MANAGEMENT, SYSTEM21
Disaster Recovery - Defining Strategies and Setting Expectations for your Company
4:00 PM
3:15 PM
09/24/2024
Room: Woodland B Presenters: Tony Fleischman, ISE / John Dominic, Maxava
The need for secure and reliable HA and DR strategies has never been greater. But where do you start? What does the business need? What does the IT team need? On Premise or in the Cloud? Self-managed or outsourced? What outcomes are truly attainable, and how do you set expectations with company leadership? We'll discuss key topics surrounding HA and DR strategies, and how to get started.
Presentations
Category: All
Tagged: HIGH AVAILABILITY, DISASTER RECOVERY, IBM, MAXAVA, ALL
Presenters
Tony Fleischman
Senior Account Executive
ISE
ISE is an Infor Gold Channel Partner. Our primary focuses include Infor XA, IBM Power Systems, Manufacturing Execution Systems (MES), Infor Quality Management (IQM) and Infor Configure, Price, Quote (CPQ). We are a group of 30+ resources, focused on solutions in manufacturing.
John Dominic
Global Vice President
Maxava LLC
Global team leader for Maxava with 20 Years of business development experience in Disaster Recovery, Monitoring, and Security for IBM i.
Financial Roundtable
4:00 PM
3:15 PM
09/24/2024
Room: Fieldstone West Presenters: Lesley Symington & Phillip McWhinney, Infor Julie Kienast, Cistech Jeff Weitkamp, TriMin Noah Emerson, ISE
Chat with the experts...everything Finance
Category: XA
Tagged: FINANCE, XA
Infor XA Strategic Analytics: Birst Infor XA QuickStart
4:00 PM
3:15 PM
09/24/2024
Room: Fieldstone East
Birst is Infor’s modern analytics platform enabling data-driven decision-making and better outcomes. This session highlights how Infor XA customers can rapidly achieve readily available strategic analytics across their organization, eliminating the daily grind of data downloads and report preparation.  Session content includes an overview of the solution, steps to success, and an interactive display of Birst capabilities.
Presentations
Category: XA
Tagged: XA, BIRST, BUSINESS INTELLIGENCE, INFOR
Presenters
Pat Collette
Director Of Business Analytics
Godlan
Modernize with Webtop 4.8
4:00 PM
3:15 PM
09/24/2024
Room: Hearthside
Are you using the modernization and personalization features available with WebTop 4.8? Attend this session to learn how WebTop 4.8 can improve your user experience and remove clutter to improve efficiency.
Presentations
Category: LX
Tagged: INFOR, LX
Presenters
David Rapacz
Product Manager
Infor
Lisa Kasabian
Director LX Development
INFOR
Sales, Inventory and Operations Planning (SIOP) - Best Practices and Approach
4:00 PM
3:15 PM
09/24/2024
Room: Woodland C
Sales, Inventory and Operations Planning (SIOP) - Best Practices and Approach
Presentations
Category: All
Tagged: BUSINESS, SIOP, ALL
Presenters
Harold Cavallaro
Principal / Owner
CavCo Management Partners
The Power of SystemLink, Excel and XA
4:00 PM
3:15 PM
09/24/2024
Room: Lapham 2 Presenters:
Interactive and automated data uploads
Presentations
Category: XA
Tagged: INFOR OS, IBM, TECHNICAL, XA
Presenters
Julia Eberle, MJR GmbH
Marketing Manager
MJR GmbH
Marketing Manager @MJR since 2022 - we speed up your business 🚀
Jan Philipp Raber
Account Manager
MJR GmbH
XA and EDI - The New Electronic Commerce
4:00 PM
3:15 PM
09/24/2024
Room: Lapham 3
XA has a native EDI capability. At Release 11.0, that functionality has been moved to Net-Link and enhanced to support additional requirements. This session will show the new version of electronic commerce and outline enhancements that will make working natively with EDI easier. No presentation for this session...live demo only.
Category: XA
Tagged: EDI, RELEASE 11, ELECTRONIC COMMERCE, XA
Presenters
Nathan Quinones
President
Custom Systems Corporation
XA Fixed Assets - New Global Capability
4:00 PM
3:15 PM
09/24/2024
Room: Lapham 1 Presenters:
XA has partnered with our sister ERP Infinium to bring a world class fixed assets solution to XA. This replaces the existing Financial Analysis application. This session will show the capability of the new system, and discuss implementation requirements.
Presentations
Category: XA
Tagged: INFOR, FINANCE, XA
XA Release 11 - Labor Enhancements Part 2
4:00 PM
3:15 PM
09/24/2024
Room: Woodland D
A detailed session demonstrating the new labor and shop floor enhancements in Release 11. Part 2 of 2.
Presentations
Category: XA
Tagged: PRODUCTION, LABOR, XA, RELEASE 11
Presenters
Curt Mack
Business Analyst
Infor
3rd Break
4:15 PM
4:00 PM
09/24/2024
Category: All

Session 4

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AI – Powered Sales Portal for IBMi
5:00 PM
4:15 PM
09/24/2024
Room: Hearthside
Learn how manufacturing customers use AI to modernize the buying experience by helping them attract and retain new buyers, help them find the right products, increase average order value, and economize the selling process while keeping channel partners happy and engaged.
Presentations
Category: All
Tagged: AI, IBM, SUPPLY CHAIN, ALL
Presenters
Tarak Patel
Vice President of Product & Technology
Aleran Software, Inc.
Frank Petrasio
LX Practice Director
Crossroads RMC
My background takes us back into the late 1980's, starting off as a developer within the BPCS ranks on a System 36 and eventually landing on the IBMi. I was promoted to Technical Project Manager in the early years, and then around 2006, I was promoted to run the BPCS/LX Practice. I am honored to work with such a driven and knowledgeable team.
Cobwebb Cloud Capture - Finance / AP Automation for Infor XA
5:00 PM
4:15 PM
09/24/2024
Room: Woodland C Presenters:
In this session you'll see a demo of Cobwebb's latest Document Automation offering, Cobwebb Cloud Capture - Finance (CCC-F). CCC-F is a Multi-Tenant Accounts Payable solution that automates the capture and validation of invoices from any source, in any format. With pre-built integration to Enterprise Financials, your Finance teams can reap the benefits in weeks rather than months. • Save time by streamlining invoice processing • Ensure proper routing of invoices and enforce approval policies through Workflow Automation • Access invoice copies quickly from within CCC-F, or in context from within your ERP • Increase transparency throughout the process using the audit and analytics capabilities We look forward to seeing you there! If you are unable to make this session, please drop by at our booth in the Solution Fair to discuss your Document Automation needs.
Presentations
Category: XA
Tagged: FINANCE, AP, AUTOMATION, XA
Presenters
Carl Brown
Sales Director
Cobwebb Communications Ltd
15 years in the software industry with the majority of those years working with System i ERP customers. I spent 12 years at Infor in the UK and now work for an Infor Partner delivering Document Automation and Forms Management solutions to businesses running System i ERP.
COM_Net2 CX – The Customer Portal for XA (and possibly LX and System21)
5:00 PM
4:15 PM
09/24/2024
Room: Lapham 2 Presenters:
More than simply a web store, COM_Net2 CX v12 is a complete sell-side portal for XA. For eCommerce, it provides on-line order entry, quoting, order status/tracking, and electronic catalogs for B2B and B2C.  Extending past eCommerce, it is also a secure document portal and allows reprinting of invoices and online bill-pay. With implementation measured in days …not months, and fully integrated to XA, COM_Net2 leverages existing XA COM/CSM data and business logic. Fully integrated with Infor CPQ and SystemLink, customers or salesreps can place orders, quotes and generate proposals for complex configured items and/or stock items.  Join us to hear more about this proven Infor solution and more exciting new functionality like Part Chaser®!
Presentations
Category: XA
Tagged: E-COMMERCE, ALL
Presenters
Mark Shubel
Vice President
Lexel Corporation
In 1984, Mr. Shubel helped found Lexel Corporation where his strengths are to apply his actual business experience to software design and implementation. Previously he held positions in manufacturing management at a defense manufacturing company.

At Lexel Corporation, Mark’s responsibilities include sales, managing software design, development and support. To keep current with current business trends and technology, Mark actively participates in business consulting for general manufacturing, DOD/CAS cost accounting and eCommerce. He is a frequent presenter at industry events on these topics.

Mark Shubel has a Bachelor of Science degree in Business Management from C.W. Post College, Long Island, NY. He and his wife, Lennore, live in Southwest Florida and Vermont. They have two sons.
EDI Then and Now: Inception to Innovation
5:00 PM
4:15 PM
09/24/2024
Room: Woodland D Presenters:
"Explore the evolution of Electronic Data Interchange (EDI) from its early days to the advanced solutions of today, with a focus on Infor XA and other manufacturing ERPs. This session will dive into how EDI technology has progressed over the years to lower the barriers to entry and enable manufacturers to take advantage of new capabilities. In the past, EDI was known for its complexity—requiring significant investment in custom coding, costly specialized hardware, and extensive technical expertise. These challenges often created high barriers to entry, making it difficult for many businesses to implement and maintain effective EDI solutions. In this session, we will explore how modern EDI solutions offer easier connections, standardized protocols, and user-friendly interfaces that simplify integration, reduce costs, and enhance operational efficiency. Join us to understand how your business can leverage these innovations to streamline processes and stay competitive in today’s fast-paced market. "
Presentations
Category: All
Tagged: EDI, ALL
Presenters
Mitch Copman
Director of Sales & Marketing
Unilink Group
 Mitch leads business development and customer relationship efforts as the Director of Sales and Marketing. Previously, he built technology organizations from the ground up. Although focused on business acquisition, he is keenly aware of the customer's value to his organization and for that reason always advocates for best-in-class customer service. Prior to this he was the CEO of two niche-based technology companies where he built them up from infancy to acquisition. Mitch possesses a unique skillset to build and foster strong relationships and offer superior customer service.  He has philanthropic roots in the affordable housing industry service as Vice President on the CARH Scholarship Foundation. He has a BS degree in Business Administration from Kutztown University of PA and hailing from Philadelphia, has made his home in the Atlanta are for many years.
Phil Harley
CTO & General Manager
UniLink Group
EDI Expert
Enhancing Engineering Efficiency with CADLink and Infor XA Integration
5:00 PM
4:15 PM
09/24/2024
Room: Fieldstone East
Are you still spending your days manually entering items and BOMs into Infor XA? Join us to discover how CADLink seamlessly integrates your CAD, PDM, and PLM systems with Infor XA, boosting engineering efficiency. This session will demonstrate how CADLink enhances productivity, streamlines workflows, and improves data accuracy in Infor XA, all while reducing engineering costs. Partner with QBuild Software to elevate your engineering operations. Our expert team provides responsive support, tailored solutions, and the expertise to maximize the benefits of CADLink integration with Infor XA ERP. Empower your engineering teams and achieve a new level of efficiency with QBuild Software.
Presentations
Category: XA
Tagged: INTEGRATION, XA
Presenters
Rey Bustamante
Sales Manager
QBuild Software
Integrating Engineering with ERP
How to replace your current forms, label, output solution with InterForm
5:00 PM
4:15 PM
09/24/2024
Room: Lapham 1 Presenters:
Infor has introduced a new output strategy, requiring a fresh approach to managing your ERP outputs, such as forms, PDFs/emails, labels, and more. We’ll demonstrate how to seamlessly integrate InterForm into your current and future Infor environment. In this session, we’ll explain how to adopt and ensure you get the most out of modern output management software. The second part of the session will focus on how to practically implement the solution without disrupting your daily operations. We’ll guide you through a hands-on, end-to-end process, providing you with a clear path to a smooth implementation. Finally, we’ll cover who you need to turn to in order to get started.
Presentations
Category: All
Tagged: INTERFORM, ALL
Presenters
Peter Sørensen
CEO
InterForm
I have been in the IBM i and output management arena for almost 20 years. I am a fond believer in sharing know-how and experience while learning from others.
Improve Manufacturing Operations with Warehouse Management
5:00 PM
4:15 PM
09/24/2024
Room: Lapham 4 Presenters:
The objective of a warehouse management system (WMS) is to provide a set of computerized procedures to handle the receipt of stock into a production facility, manage the stock within the facility and enable a seamless link to production, customer order processing and logistics management in order to pick, transfer and issue materials. But Warehouse Management goes beyond the physical boundaries of the warehouse. Shop floor data collection, inventory planning, cost management, should all be incorporated into WMS. Even production management is to a great extent dependent on WMS and an efficient WMS gives a cutting edge to any organization.
Presentations
Category: All
Tagged: INVENTORY, ALL
Presenters
David Myers
CEO
TouchPath
If you want to reduce inventory and labor costs, improve efficiency and customer service and thereby increase profit we’re the people to talk to. Our tier 1 compatible WMS will help you to reduce inventory holding by up to 20%, reduce picking errors by 95%, reduce direct warehouse labour costs by up to 30% and improve inventory accuracy to more than 99.5% in addition to providing greatly improved visibility of inventory and labor accross the whole company.
Justifying Business Continuity for XA, LX, System21
5:00 PM
4:15 PM
09/24/2024
Room: Woodland B Presenters:
This session will cover the financial and insurance justifications for adding advanced business continuity to your Infor XA, LX, and System 21 environments so that you can properly discuss attainable deliverables with management. This will include options for using hybrid cloud systems, managing applications remotely, and different options for protecting your most sensitive data from the worst-case scenario.
Presentations
Category: All
Tagged: MAXAVA, BUSINESS CONTINUITY, IBM, TECHNICAL, ALL
Presenters
John Dominic
Global Vice President
Maxava LLC
Global team leader for Maxava with 20 Years of business development experience in Disaster Recovery, Monitoring, and Security for IBM i.
Managed Services for Infor Applications and IBM I OS
5:00 PM
4:15 PM
09/24/2024
Room: Woodland A Presenters:
Managed Services for Infor Applications and IBM i Operating System Support and Management. Current Trends and Challenges, Complexity and Integration, Performance Management. See the benefits of Managed Services including Case Studies.
Category: All
Tagged: IBM, BUSINESS CONTINUITY, TECHNICAL, ALL
Presenters
David Zoretic
Global Director, Compass Managed Services
Infor
David is a seasoned executive and Managed Services Global Director with over 25 years of experience in operational, sales support, and business management. He excels in enhancing client satisfaction and achieving business objectives, consistently delivering projects on schedule while upholding Service Level Agreements (SLAs). His extensive client portfolio spans a diverse range of sectors, including Fortune 50 companies, US federal agencies, major city governments, educational institutions, SMBs, financial services, healthcare, travel, hospitality, manufacturing, energy, banking, retail, and insurance.
Transportation Management
5:00 PM
4:15 PM
09/24/2024
Room: Lapham 3 Presenters:
"Learn how to lower freight costs and improve the efficiency of you transportation operation from ARTC Logistics (an Infor Solution Partner). This session will demonstrate and describe the benefits of implementing an integrated traffic management system (PowerLink/Net-Link enabled) with your Infor ERP or Warehouse Management system. Both planning and execution-based processes will be highlighted. Topics will include: carrier selection, load planning, freight rating, shipment tracking, carrier payment, parcel manifesting, customer invoicing, analysis reporting and carrier documentation."
Presentations
Category: All
Tagged: FREIGHT, ALL
Presenters
Nicholas Fisher
Director, Sales & Partnerships
ARTC Logistics
Why Sales Tax Compliance Matters to ALL Manufacturers-Insights from Avalara  to manage tax obligations efficiently and effectively
5:00 PM
4:15 PM
09/24/2024
Room: Fieldstone West Presenters: Jesse Lewter and Dewey Minor, Avalara
Join Avalara to learn why sales tax matters to all manufacturers. We will provide a high-level overview of new tax legislation and economic factors uncovering compliance obligations you probably are unaware of.  We'll also delve into how economic nexus laws could affect your business, including those with exemptions. The session will offer sector-specific insights and tailored advice to tackle the unique challenges in manufacturing. Plus, we'll share practical strategies to manage your tax and compliance obligations  both efficiently and effectively.
Category: All
Tagged: FINANCE, ALL
An Evening Under the Stars - Sponsored by the Infor XA Channel Partners
10:00 PM
5:00 PM
09/24/2024
Room: The Ingleside Pavillion
The fun doesn’t stop when the sessions are over! Join us for a night of fun, food, drinks, and live music featuring Dirty Boogie on Tuesday night from 5 pm-10 pm located at The Ingleside Pavilion. Looking forward to seeing you all there! Special Thank You to Our Evening Sponsors: WM Synergy, CISTECH, ISE, Trimin, BW Design Group and Guide Technologies!
Category: All

Wednesday - September 25th, 2024

Solution Fair Open - Breakfast
8:15 AM
7:00 AM
09/25/2024
Category: All
Visible Data Drives Continuous Improvement... which Drives Profits
8:00 AM
7:30 AM
09/25/2024
Room: Hearthside Presenters: Rick Reith, Paper-Less
Measure what you can and more with KPIs and Dashboards! Increase your success by optimizing metrics on your shop floor to continue visibility.
Presentations
Category: All
Tagged: PRODUCTION, REPORTING, ALL
Presenters
Richard Reith
Senior Manufacturing Engineer
Paper-Less, LLC

Coffee Sessions

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Crushing Knowledge Loss with Visual SOP Playbooks
8:00 AM
7:30 AM
09/25/2024
Room: Woodland D Presenters: Tejas Nerurkar, Optimum Output
Retiring workers presents a tribal knowledge loss challenge. But there is a solution! Learn how to easily capture & pass on knowledge for the next generation workforce.  We’ll provide an introductory overview of our all-in-one tool, The BPR, that greatly streamlines creation and management of SOP and Instruction Manuals
Category: All
Tagged: TRAINING, SOP, MANUALS, ALL
eFin/eGL Implementation Preparation for Accounting Management (AM) Customers
8:00 AM
7:30 AM
09/25/2024
Room: Fieldstone West Presenters: Mike August
Presentations
Category: All
Presenters
Mike August
EFIN Consultant
CISTECH
Future-Proofing Your Distribution: The Infor WMS Advantage integrating with your ERP.
8:00 AM
7:30 AM
09/25/2024
Room: Lapham 4 Presenters: Steve Nation, S3 Senthil Angamuthu, S3
 In today’s rapidly evolving manufacturing landscape, many companies are still relying on ERP systems that struggle to keep up with ever-changing distribution demands. In this insightful session, Senthil, President of S3 Group Inc. explore how a Tier 1 Infor Warehouse Management System (WMS) can seamlessly integrate into existing ERP solutions, breathing new life into legacy systems. Discover how manufacturers can leverage advanced WMS capabilities to optimize operations, enhance efficiency, and stay competitive in a dynamic market. Senthil will delve into real-world examples and share best practices for successfully implementing WMS within ERP environments, providing manufacturers with the tools they need to thrive in the digital age. 
Presentations
Category: All
Tagged: INVENTORY, ALL
Presenters
Steve Nation
VP Sales & Business Development
S3 Group, Inc.
Senthil Angamuthu
President
S3 Group, Inc
InterForm & Infor Output management at its best.
8:00 AM
7:30 AM
09/25/2024
Room: Woodland B Presenters: Peter Sørensen, Interform
For early birds, we’ll host a concise session that clearly explains what output management is and how successful companies benefit from a robust output strategy. Aligned with Infor’s strategy and compatible with components like IDM, IDF, and more, we’ll demonstrate how the InterForm solution enhances output quality and supports your overall business. The session will include numerous examples, customer success stories, and a preview of upcoming features. This session is particularly relevant for customers using XA, LX, IDF, and for anyone interested in output management.
Presentations
Category: All
Tagged: INTERFORM, ALL
Presenters
Peter Sørensen
CEO
InterForm
I have been in the IBM i and output management arena for almost 20 years. I am a fond believer in sharing know-how and experience while learning from others.
Join Us And Learn About Using COM_Net2 for Order and Quotation Processing with Infor CPQ in XA
8:00 AM
7:30 AM
09/25/2024
Room: Woodland A Presenters: Mark Shubel, Lexel
Join us for this short session to learn how “Part Chaser” leverages the XA BOM to simplify the administration and ordering for spare parts.
Presentations
Category: XA
Tagged: PART SALES, AFTERMARKET SALES, XA
Presenters
Mark Shubel
Vice President
Lexel Corporation
In 1984, Mr. Shubel helped found Lexel Corporation where his strengths are to apply his actual business experience to software design and implementation. Previously he held positions in manufacturing management at a defense manufacturing company.

At Lexel Corporation, Mark’s responsibilities include sales, managing software design, development and support. To keep current with current business trends and technology, Mark actively participates in business consulting for general manufacturing, DOD/CAS cost accounting and eCommerce. He is a frequent presenter at industry events on these topics.

Mark Shubel has a Bachelor of Science degree in Business Management from C.W. Post College, Long Island, NY. He and his wife, Lennore, live in Southwest Florida and Vermont. They have two sons.
Significant Supply Chain Risks that your Business Deals with Daily.
8:00 AM
7:30 AM
09/25/2024
Room: Fieldstone East Presenters: Clint McRee, SourceDay
Come learn about some of the hidden risks your business and specifically your buyers face on a daily basis as they navigate PO order management and collaboration. We will discuss how PO acknowledgement rates and PO accuracy directly affect inbound on-time delivery of parts and inventory. Effectively managing these issues have resulted in freeing up operating capital with significant inventory reserve reduction and improved forecasting and on-time product delivery to customers.
Presentations
Category: All
Tagged: SUPPLY CHAIN, ALL
Presenters
Clint McRee
Co-Founder / CSO
SourceDay, Inc.
David Goodman
Sr Channel Marketing Manager
SourceDay
Tech Talk – Your EDI Questions Answered  
8:00 AM
7:30 AM
09/25/2024
Room: Lapham 1 Presenters: Phil Harley, The UniLink Group 
Ask the expert! Our Chief Technology Officer and EDI guru, Phil Harley will be on hand to share his expertise and answer your technical questions related to EDI in an informal forum.  
Category: All
Tagged: ALL, EDI
Presenters
Phil Harley
CTO & General Manager
UniLink Group
EDI Expert
Transportation Management - PowerLink/NetLink Enabled
8:00 AM
7:30 AM
09/25/2024
Room: Woodland C
This session will concentrate on how this transportation planning tool impacts the order entry, invoicing and shipping process.  It will also demonstrate how the integration Infor accounts payable streamlines the freight bill payment process. 
Presentations
Category: All
Tagged: FREIGHT, ALL
Presenters
Nicholas Fisher
Director, Sales & Partnerships
ARTC Logistics
Why Infor CRM SLX is the right CRM for you and your organization
8:00 AM
7:30 AM
09/25/2024
Room: Lapham 2 Presenters: Nick Kyriazis and Bryan Marks, Syncsite
Join us for a lively discussion about why Infor CRM SLX is the right fit for your organization. Have your questions ready and we’ll go over the key benefits and features that makes Infor CRM SLX the premier CRM choice.
Presentations
Category: All
Tagged: ALL, CRM
Presenters
Bryan Marks
Director of Marketing
Syncsite Inc.
Nicholas Kyriazis
Partner
Syncsite

Session 5

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Crawl, Walk, or Run: Achieving Cloud Success
9:00 AM
8:15 AM
09/25/2024
Room: Woodland C Presenters: Tom Horan, Meridian IT
Are you considering moving to the cloud but need help figuring out where to start? Join our session, where we'll guide you through the steps to successfully transition to the cloud, whether you're focusing on data backup and disaster recovery or running full production environments. We’ll dive into crucial security considerations to keep your data safe and share practical insights on managing a successful cloud migration. This session is designed to help you confidently navigate your cloud journey, regardless of where you are in the process. Don’t miss the opportunity to learn how to make the cloud work for your business!
Presentations
Category: All
Tagged: CLOUD, ALL
Presenters
Tom Horan
VP, Cloud and Managed Services Sales
Meridian IT
Meridian provides cloud and managed services supporting IBM i environments.
Interform and Form Pack
9:00 AM
8:15 AM
09/25/2024
Room: Woodland B Presenters: Carlos Vela, Guide Technologies
Pre-packaged, customizable InterFormNG2 templates of the mostly commonly used XA forms
Presentations
Category: XA
Presenters
Carlos Vela
Consulting Manager
Guide Technologies LLC
LX Tools
9:00 AM
8:15 AM
09/25/2024
Room: Hearthside Presenters: Mark Larson
The LX tools library has been refreshed and updated with several new tools and functions. Join this session to hear how these tools can support your day-to-day work.
Presentations
Category: LX
Tagged: LX
Presenters
Mark Larson
LX Products, Development & Support
INFOR
25+ years working on the BPCS/LX product line for SSA/Infor. Enjoying every day.
Round table - country specific localizations for the Americas
9:00 AM
8:15 AM
09/25/2024
Room: Lapham 4 Presenters: Dave Rapacz, Infor and All presenters
What are the challenges, and capabilities within LX for doing business in countries such as Mexico and Brazil that require specific localizations to interact with their respective governments?
Presentations
Category: LX
Tagged: INTERNATIONAL BUSINESS, LX
Presenters
David Rapacz
Product Manager
Infor
System21 & EPM
9:00 AM
8:15 AM
09/25/2024
Room: Woodland A Presenters: Venkateshwarlu Voora
System21 & EPM
Presentations
Category: System 21
Tagged: SYSTEM21
Presenters
Venkatesan Srinivasan
Solutions Architect
TouchPath

Session 5a

Reset all options in this track
All the Item Objects
9:30 AM
8:15 AM
09/25/2024
Room: Lapham 1 Presenters: Tim Rancourt, Guide Technologies
Enterprise Item, Item Revision, Item Warehouse - Fields in Item Rev and Item Warehouse fields, Implementation Status, Item Class here or there, default stock location.
Category: XA
Tagged: ENGINEERING, PRODUCTION, EDUCATION, XA
Presenters
Tim Rancourt
Lead Technicial Consultant
Guide Technologies
Infor Operating Servies (Infor OS) - Overview and Demos - Education
9:30 AM
8:15 AM
09/25/2024
Room: Lapham 3 Presenters: Charles Hood, ISE
Infor OS provides a wide variety of value-added services for your IBM i ERP. Basic integration to Infor Edge applications is just  the beginning: also included in the suite of advanced services in Infor OS are capabilities for workflows and alerts, a robust API gateway, a user interface that includes workspaces and widgets, a document repository, mobile access, and the basis for process automation.  Infor OS can be the centerpiece of delivering additional business value for your enterprise.  This session will include both discussions and live demos of the various advanced services included in Infor OS.
Presentations
Category: XA
Tagged: INFOR OS, TECHNICAL, EDUCATION, XA
Presenters
Charles Hood
Senior Programmer/Analyst
Information Systems Engineering, Inc.
Mastering Infor EGL: Navigating the Enterprise General Ledger
9:30 AM
8:15 AM
09/25/2024
Room: Fieldstone West Presenters: Noah Emerson, ISE
Join us for an insightful session on Infor EGL (Enterprise General Ledger), designed to demystify its core functionalities and terminology. This class will guide you through the transactional flow, providing a comprehensive understanding of how EGL operates within an enterprise setting. Whether you’re new to Infor EGL or looking to deepen your knowledge, this session will equip you with the essential skills to effectively manage and utilize the Enterprise General Ledger.
Presentations
Category: XA
Tagged: FINANCE, EDUCATION, XA
Presenters
Noah Emerson
Senior Application Consultant
Information Systems Engineering, Inc.
Routings
9:30 AM
8:15 AM
09/25/2024
Room: Fieldstone East Presenters: Julie Kienast - Cistech/Rick Altenau - Guide
Scheduling, costing, planning, facility master config, efficiency calculations, overlapping operations, MRP/Vpi/Thru-put - use of routings, operation where first used.
Presentations
Category: XA
Tagged: PRODUCTION, EDUCATION, XA
Presenters
Rick Altenau
Managing Partner
Guide Technologies
Vendor Management
9:30 AM
8:15 AM
09/25/2024
Room: Woodland D Presenters: Dave Shipton, ISE
Drop shipments, split source, blanket orders, standing blanket orders, vendor contracts, price breaks, vendor calendars, warehouse vendor items, vendor quotes.
Presentations
Category: XA
Tagged: PROCUREMENT, EDUCATION, XA
Presenters
Dave Shipton
Senior Application Consultant
Information Systems Engineering, Inc.
We’re Counting on You XA!
9:30 AM
8:15 AM
09/25/2024
Room: Lapham 2
Are you still using Inventory Management and PH transactions for cycle counting (CC) ? Do you perform your Physical Inventories (PI’s) in Excel? The Materials Management (MM) module in XA has a very powerful tool that works equally well for cycle counting or physical inventory. In this session, we will take a deep dive into how it works and show you a few little enhancements I’ve used during Physical Inventory processes (that would also be applicable to Cycle Counting) to provide oversight
Presentations
Category: XA
Tagged: INVENTORY, EDUCATION, XA
Presenters
Jeff Eaton
Sr. Director of IT
REV Group

Session 6

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AI Assisted Application Analysis - Untangle the Spaghetti
10:00 AM
9:15 AM
09/25/2024
Room: Woodland C Presenters: Ambrose Marton, Marc Hunter and Ray Everhart, Fresche Solutions
Managing complex legacy applications for your IBM i environment can feel like untangling spaghetti—overwhelming and time-consuming. Let Fresche help. For over 25 years, Fresche’s X-Analysis has empowered IBM i developers to manage and extend the system lifecycle. Now, with emerging AI technologies, we’re taking this a step further. In this session, we’ll preview our new AI-powered NLP interface to the X-Analysis data repository, designed to help you better understand and optimize your IBM i applications for continued, long-term success. 
Presentations
Category: All
Tagged: AI
Presenters
Ambrose Marton
EVP, Consulting Services
Fresche Solutions
Customer Success Story - System 21 Core Modernization
10:00 AM
9:15 AM
09/25/2024
Room: Woodland A Presenters: Greene King
Customer presented modernization story with System21 Core, Order Capture, doc.connect and workflow
Presentations
Category: System 21
Tagged: CUSTOMER, SYSTEM21
Presenters
Peter Corbett
Support Analyst
Greene King
ION Workflows and Document Flows
10:00 AM
9:15 AM
09/25/2024
Room: Latham 4 Presenters: Barabara Bilgen, Infor MJ-Hari Mangalam, Infor
ION is more than just a document routing middleware. It opens the possibilities for advanced processing with document flows, API calls, alerts and a workflow engine.
Presentations
Category: LX
Tagged: ION, INFOR, LX
Presenters
Barbara Bilgen
Senior Consultant
INFOR
Barbara has worked with SSA/Infor over 30 years as a technical, supply chain and manufacturing areas. Her background includes Food & Beverage, Pharmaceutical and Discrete manufacturers. She also has extensive knowledge of ION, IDM and IDF.
Hariharan Mangalam
Solution Architect Senior
INFOR
Navigating i Performance Tuning
10:00 AM
9:15 AM
09/25/2024
Room: Woodland B Presenters: Mike Breitbach, IBM
Using Access Client Solutions and Navigator for i, overview of how to monitor and optimize your system and application performance.  Navigator for i custom charts, performance data investigator (PDI), graph history, monitors, and SQL performance center ? let?s make sense of the IBM i data collections.
Presentations
Category: All
Presenters
Mike Breitbach
IBM i ERP Development Tech Lead
IBM Rochester
Patch Management
10:00 AM
9:15 AM
09/25/2024
Room: Hearthside Presenters: Tim Baker, Crossroads / Mark Larson
How users can best manage the patches, and understand what is required to apply patches in their environment. Also, a look at a new tool from Infor to help automate MR applications.
Presentations
Category: LX
Tagged: TECHNICAL, LX
Presenters
Tim Baker
Sr. Solution Architect
Crossroads RMC
Mark Larson
LX Products, Development & Support
INFOR
25+ years working on the BPCS/LX product line for SSA/Infor. Enjoying every day.

Session 6a

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Advanced Inventory Topics
11:00 AM
9:45 AM
09/25/2024
Room: Lapham 2 Presenters: Rick Worley - Guide
Quality Transactions, Shelf Life, Batch/Lot, FIFO, Discrete Allocations, Location quanity Audit, Allocation audits, On order quanity audit - KB on how to fix location quantity - reverse PQ
Presentations
Category: XA
Tagged: INVENTORY, EDUCATION, XA
Presenters
Rick Worley
Consulting Manager
Guide Technologies
Have been working with manufacturing and distribution since early 1980s. First exposure to XA was in 1981 as a customer. Worked with an managed multiple XA affiliate companies and built software to support the XA and other IBM Midrange ERP solutions. Currently back in the XA affiliate world as a consulting manager for Guide Technologies
Business Objects
11:00 AM
9:45 AM
09/25/2024
Room: Lapham 3 Presenters: Kevin Gerard - TriMin
Four types, attributes (classes; defaults), security, custom icons, user exit overview, relationships, edits - open to all.
Presentations
Category: XA
Tagged: TECHNICAL, EI, XA, EDUCATION
Presenters
Kevin Gerard
Solution Architect
TriMin Systems
Costing 101
11:00 AM
9:45 AM
09/25/2024
Room: Fieldstone West Presenters: Julie Kienast - Cistech
What are all the elements that make up standard costs? Why are costs not calculating the way they should? This session will review the basic structure of standard costing and how to set it up in EPDM. It will also teach how to trouble shoot costing problems. A small amount of time will be spent on Average Costing and Last Costing.
Presentations
Category: XA
Tagged: XA, FINANCE, PRODUCTION, EDUCATION, COSTING
Non Traditional Inventory Management
11:00 AM
9:45 AM
09/25/2024
Room: Lapham 1 Presenters: Jim Payne, REV Group
Do you have Vendor Managed material that is part of your product (nuts, bolts, supplies, etc)?  Do you buy material in bulk (Sheet, bar)?  Do you have customer furnished material either traditional or bulk?  In this session, we will discuss different strategies for handling each in XA.  We will focus on how they are set up, how they ordered, how they are consumed and how they are costed.
Presentations
Category: XA
Tagged: PROCUREMENT, INVENTORY, EDUCATION, XA
Presenters
Jim Payne
Sr. Business Analyst
Rev Group
Outside Services in XA
11:00 AM
9:45 AM
09/25/2024
Room: Fieldstone East Presenters: Charles Hood, ISE
The functionality to support Outside Services in XA goes far beyond the ability to automatically generate a requisition or a purchase order that is linked to an outside service routing operation on a manufacturing order.  Many other automated integration points exist as well when the purchase order is received and when the vendor invoice is processed.  A set of user exit programs is available to allow for customized component tracking.  The current functionality to support Outside Services in XA exists only in IDF Level 1, but we will explore options for bringing this functionality into IDF Level 2 at the currently available release levels of XA.  A brief sneak preview of Outside Services in XA R11 will conclude the session.
Presentations
Category: XA
Tagged: PRODUCTION, PROCUREMENT, EDUCATION, XA
Presenters
Charles Hood
Senior Programmer/Analyst
Information Systems Engineering, Inc.
Understanding MRP Recommendations
11:00 AM
9:45 AM
09/25/2024
Room: Woodland D Presenters: Rick Altenau - Guide
Source of demand, check shortages, release orders, SQL views (empower your users to make better decisions, more data, more power), calculated exceptions, what has changed for PL/NL MRP recommendations in R9 and R10?
Presentations
Category: XA
Tagged: PLANNING, EDUCATION, XA
Presenters
Rick Altenau
Managing Partner
Guide Technologies

Session 7

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Everything NetLink
11:00 AM
10:15 AM
09/25/2024
Room: Woodland C Presenters: Phillip McWhinney, Infor
Join us to learn all about the enhancements in NetLink and more .
Presentations
Category: All
Tagged: IDF, ALL, NETLINK
Presenters
Phillip McWhinney
Development Program Manager
INFOR
ION Workflows and Document Flows Advanced
11:00 AM
10:15 AM
09/25/2024
Room: Lapham 4 Presenters: Barabara Bilgen, Infor MJ-Hari Mangalam, Infor
Part 2 of Session 206 - A deeper dive into Workflows and Document flows in ION
Presentations
Category: LX
Tagged: ION, INFOR, LX
Presenters
Barbara Bilgen
Senior Consultant
INFOR
Barbara has worked with SSA/Infor over 30 years as a technical, supply chain and manufacturing areas. Her background includes Food & Beverage, Pharmaceutical and Discrete manufacturers. She also has extensive knowledge of ION, IDM and IDF.
Hariharan Mangalam
Solution Architect Senior
INFOR
Leveraging Infor's tools for systems integration
11:00 AM
10:15 AM
09/25/2024
Room: Hearthside Presenters: Tim Baker, Crossroads / Leena Patel
Learn how to leverage LX Connector, LX Extension, ION and PI's, and ECM for integration to other apps. Listen to expert advice on use cases for each of the tools, and tips on using them more effectively
Presentations
Category: LX
Presenters
Tim Baker
Sr. Solution Architect
Crossroads RMC
Visual Studio Code for i
11:00 AM
10:15 AM
09/25/2024
Room: Woodland B Presenters: Mike Breitbach, IBM
Modernize your IBM i development with an integrated development environment.  Visual Studio and Code for i allows you to develop, build, test and work with IBM i projects using a modern tool.  Learn how to get started on using a modern tool built on the popular Visual Studio platform.
Presentations
Category: All
Tagged: IBM, TECHNICAL, ALL
Presenters
Mike Breitbach
IBM i ERP Development Tech Lead
IBM Rochester
What's new in System21 Services
11:00 AM
10:15 AM
09/25/2024
Room: Woodland A Presenters: Matt Davage, Infor
Find out what’s new in the System21 Services world. • The Team - People are our greatest asset so learn about the skills you now have access to due to the formation of the new Global team. • The Customers – discover what is happening in the customer base around the world. What are other System21 customers working with Infor Services on? • The Upgrade Process - let’s talk you through the upgrade process to remove any unknowns and crystalise the process.
Presentations
Category: System 21
Tagged: SYSTEM21, INFOR
Presenters
Matt Davage
Director Consulting Practice
Infor
Solution Fair Open
12:00 PM
11:00 AM
09/25/2024
Category: All
Cut Shipping Costs: A Masterclass for Infor Users 
12:00 PM
11:15 AM
09/25/2024
Room: Fieldstone West Presenters: Charlie Hawkins, Varsity Logistics
Are you an Infor user struggling to control your shipping costs? Learn how to identify hidden expenses, optimize your workflows, and leverage technology to reduce your shipping spend. This presentation will equip you with practical strategies to streamline your operations and deliver cost savings
Presentations
Category: All
Tagged: FREIGHT, ALL
Presenters
Charlie Hawkins
Director od Sales
Varsity Logistics, Inc.

Session 7a

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Accounts Receivable & Cashflow Automation
12:00 PM
11:15 AM
09/25/2024
Room: Lapham 2 Presenters: David Rushe and Greg Coulter, Cashbook
Cashbook has been helping Infor LX & XA clients (all versions – even AM Financials!) since 2004 with tightly integrated solutions for Accounts Receivable and Accounts Payable. In this session, you will see how Cashbook's newest version automates the time-consuming processes of Cash Application and Bank Reconciliation while speeding cash flow with a comprehensive new Collections module. The session will cover key new features released since last year's inPOWER conference such as automated email remittance extraction, customizable collections letters and a modern user interface that will power up your finance users.
Presentations
Category: All
Tagged: FINANCE, AUTOMATION, ALL
Presenters
David Rushe
Business Development Manager
Cashbook
Greg Coulter
CEO
Cashbook
Been working at Cashbook for 20+ years. Background is Accounting/Finance. Married, 3 kids, 1 dog, 1 cat. Lived in Limerick for 22 years. Long enough to appreciate hurling & gaelic football but not long enough to stop supporting the All Blacks.
EDI Strategies for Integration & Efficiency
12:00 PM
11:15 AM
09/25/2024
Room: Woodland B Presenters: Madan Kumar, SrinSoft
Join Srinsoft for our session on "EDI Strategies for Integration & Efficiency", where we dive into how Electronic Data Interchange (EDI) can transform your business processes by utilizing modern integration techniques and optimizing efficiency. We’ll cover key EDI standards that ensure seamless data exchange, explore advanced integration methods that streamline workflows, and discuss quicker mapping solutions to accelerate implementation. Additionally, we'll provide brief insights into EDI solutions tailored for various ERP systems running on IBM i platform (such as Infor System 21). The session will provide you with a comprehensive understanding of how to leverage EDI to enhance integration, boost efficiency, and drive your organization’s success."
Presentations
Category: All
Tagged: EDI, ALL
Presenters
Madan Kumar
Head of Sales
SrinSoft, Inc
Enhanced Security Tools for Infor XA
12:00 PM
11:15 AM
09/25/2024
Room: Lapham 3 Presenters: Belinda Daub, Cistech
If managing XA user security and compliance is an issue that keeps you up at night, please join CISTECH Senior Consultant Belinda Daub for an introduction to Enhanced Security, a solution that makes managing XA and iSeries security much easier. CISTECH’s Enhanced Security tool significantly improves your ability to implement, maintain and audit iSeries and Infor XA security. You need never fail another security audit, as ES allows you to quickly deploy policies and generate reports that meet auditor requirements. Separation of Duties features eliminate the risks of users with too much authority and satisfies SOX rules. Day to day maintenance of user security is simplified and improved with tools to accurately deploy and then monitor access to specific applications. With Enhanced Security, you can transition from user-based access to a Job Role model that simplifies your user access reviews. New features allow large installations to develop job roles in a single environment then export roles to other environments. Managing security in XA is a challenge! For 15 years XA clients have utilized this best-of-breed solution to support audit requirements for remaining compliant.
Presentations
Category: XA
Tagged: SECURITY, XA
Presenters
Belinda Daub
Sr. Technical Consultant
CISTECH, Inc.
Full-Service EDI for Manufacturers & Their Customers
12:00 PM
11:15 AM
09/25/2024
Room: Lapham 4 Presenters: Brian Finks, SPS Commerce
Whether you are staying on your existing ERP, or beginning to build a bridge to something new; let's discuss how Infor users have leveraged the SPS network to both insulate themselves from EDI complexity and future proof their customer relationships.
Presentations
Category: All
Tagged: INVENTORY, EDI, ALL
Presenters
Brian Finks
Strategic Channel Sales Manager
SPS Commerce
Get the most out of your XA investment with Guide Products
12:00 PM
11:15 AM
09/25/2024
Room: Lapham 1 Presenters: Randy Kenney, Guide Technologies
We will provide an overview of all Guide Products with a brief description of each and spotlight 3 products with more details of how they can provide quick hit benefits for your business. These 3 include our System-Link Toolkit, Scan-N-Track and EFIN Essentials products.
Presentations
Category: All
Tagged: XA, SYSTEMLINK, INVENTORY, FINANCE, AUTOMATION, ALL
Presenters
Randy Kenney
Guide Products Manager
Guide Technologies LLC
How to De-risk Your Supply Chain with SourceDay 
12:00 PM
11:15 AM
09/25/2024
Room: Fieldstone East Presenters:
Infor Solution Partner SourceDay will briefly present their supplier portal solution. SourceDay’s leading direct materials procurement platform helps eliminate risks related to PO changes and supplier acknowledgments by leveraging patent-pending AI/ML to proactively uncover issues and prevent potential disruptions. SourceDay integrates with any ERP system—transforming PO management into a streamlined process resulting in improved buyer accuracy and benefits across the organization. Please join Clint McRee, Co Founder & Chief Strategy Officer.
Presentations
Category: All
Tagged: SUPPLY CHAIN, ALL
Presenters
Clint McRee
Co-Founder / CSO
SourceDay, Inc.
David Goodman
Sr Channel Marketing Manager
SourceDay
Manufacturing Execution at Work - Customer success story at Elderlee
12:00 PM
11:15 AM
09/25/2024
Room: Woodland C Presenters: Ric Vasquez - Paper-Less, Theresa Turnmyre, Elderlee
Join us for a customer testimonial featuring guest speaker Theresa Turnmyre, where we’ll explore how Manufacturing Execution System (MES) and Advanced Transaction Management (ATM) have revolutionized efficiency for companies. Learn how these tools have saved time and money by streamlining transaction generation on the shop floor and simplifying the select and edit process. We’ll share the story of Elderlee, highlighting the tedious processes they faced before implementing MES and ATM, the benefits they’ve gained, the paperwork that’s been eliminated, and the time they now save every week.
Presentations
Category: XA
Tagged: CUSTOMER, SHOP FLOOR, LABOR, XA
Presenters
Theresa Turnmyre
MFG Business Process and Inventory Manager
Elderlee, Inc
Ric Vasquez
Application Consultant
ISE
Optimal Devices for the Plant Floor.      
12:00 PM
11:15 AM
09/25/2024
Room: Hearthside Presenters: Gerry Skalla, Bar Codes Inc.
Tablets, handhelds, scanners, barcode printers, wireless networking, RFID, and device management…the options are seemingly endless!!! Join this session as we cover the latest technology and best practices to optimize your shop floor. We’ll cover what to consider, how to approach shop floor automation, wireless mobility, and barcode data collection.
Presentations
Category: All
Tagged: TECHNICAL, DEVICES, HARDWARE, ALL, SHOP FLOOR
See how Infor CRM SLX with ERP integration, Business Intelligence and Marketing Automation can transform your company
12:00 PM
11:15 AM
09/25/2024
Room: Woodland A Presenters: Nick Kyriazis and Bryan Marks, Syncsite
Join us for an informative and enjoyable session regarding the key benefits of Infor CRM SLX integrated with Infor ERP systems running on the IBM platform. See how the integration works and learn about the award-winning Infor CRM SLX solution with features like Outlook integration, mobile optimization, marketing automation, 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. We'll also discuss bi-directional integration as built for Infor XA. Infor CRM SLX also integrates with multiple ERPs and is not limited to only Infor ERPs.
Presentations
Category: All
Tagged: CRM, ALL
Presenters
Nicholas Kyriazis
Partner
Syncsite
Bryan Marks
Director of Marketing
Syncsite Inc.
Understanding Hexagon EAM and Its Integration with Infor XA: Enhancing Your Maintenance Program
12:00 PM
11:15 AM
09/25/2024
Room: Woodland D Presenters: Bennet Creed, EAM Solutions
Understanding Hexagon EAM and Its Integration with Infor XA: Enhancing Your Maintenance Program" explores the powerful combination of Hexagon EAM (Enterprise Asset Management) and Infor XA, designed to optimize your maintenance operations. This session goes into how the seamless integration of these systems enhances asset reliability, streamlines maintenance workflows, and reduces downtime. By leveraging Hexagon EAM's robust maintenance capabilities alongside Infor XA's manufacturing efficiency, businesses can achieve a holistic approach to asset management, ensuring that critical machinery operates at peak performance while aligning maintenance strategies with overall business goals.
Presentations
Category: All
Tagged: INTEGRATION, XA, ALL, EAM
Presenters
Bennet Creed
Vice President
EAM Solutions
VP Business Development, with more than 20 years experience with EAM as a Consultant, PM, and Strategic Leader. Partner to Hexagon ALI
Lunch - Wed.
1:15 PM
12:00 PM
09/25/2024
Category: All

Session 7b

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Auto Approval in Material Planning
2:30 PM
1:15 PM
09/25/2024
Room: Woodland D Presenters: Rick Altenau, Guide
Frozen time fences, auto release PO and MO's and Req's. Touch on outside service auto release
Presentations
Category: XA
Tagged: PRODUCTION, PROCUREMENT, EDUCATION, XA
Presenters
Rick Altenau
Managing Partner
Guide Technologies
GL Interface rules for Subsystem Transactions
2:30 PM
1:15 PM
09/25/2024
Room: Fieldstone West Presenters: Jeff Weitkamp - TriMin
Are you currently utilizing the functionality to post subsystem transactions (COM/IM/PCC) automatically to the GL?  This will be an interactive session to discuss GL posting rules for subsystem transactions, reasons why users have not adopted them yet and we will cover legacy GLI rules and discuss difference when using EGL.
Presentations
Category: XA
Tagged: FINANCE, EDUCATION, XA
Presenters
Jeff Weitkamp
Sr. Business Consultant
Trimin
Inventory Transactions
2:30 PM
1:15 PM
09/25/2024
Room: Lapham 2 Presenters: Beth Jansen/Jim Payne (Rev Group)
All the inventory transactions…even the weird ones no one knows about.
Presentations
Category: XA
Tagged: INVENTORY, EDUCATION, XA
Presenters
Beth Janson
Senior Business Analyst - INFOR XA
REV Group
Jim Payne
Sr. Business Analyst
Rev Group
Move from PowerLink to NetLink
2:30 PM
1:15 PM
09/25/2024
Room: Lapham 3 Presenters: Brenda Dunlap, McElroy and Wayne Quigley, Cistech
Customer success story on migrating from PowerLink to NetLink.
Presentations
Category: XA
Tagged: TECHNICAL, IDF, EDUCATION, XA
Presenters
Wayne Quigley
Technical Specialist
Cistech
Wayne Quigley has 35 years of experience in business systems, programming, and I/T consulting. As a consultant for Infor XA, Wayne routinely performs extensive application development using XA Enterprise Integrator, and has taught many Powerlink and Enterprise Integrator sessions for Inforum, the XA User Group Conferences, XA Enterprise Integrator Users Group, and MKA XA User Conferences. He also has an outstanding reputation for having communication skills that build and maintain trusted relationships between Information Technology and the end user by making new concepts easy to understand.
Brenda Dunlap
Programmer/Analyst
McElroy Manufacturing, Inc.
Vendor Receipt Return Process
2:30 PM
1:15 PM
09/25/2024
Room: Lapham 1 Presenters: Dave Shipton - ISE
Inventory returns, RI - VR process, debit memos, PQ and reverse PQ, RD transaction.
Presentations
Category: XA
Tagged: PROCUREMENT, INVENTORY, EDUCATION, XA
Presenters
Dave Shipton
Senior Application Consultant
Information Systems Engineering, Inc.
XA Chat with David Foster
2:30 PM
1:15 PM
09/25/2024
Room: Fieldstone East Presenters: David Foster, Infor
Come with your Questions for this roundtable on XA.
Category: XA
Tagged: XA
Presenters
David Foster
Product Manager
INFOR
I am a Product Manager for Infor.

I have been in the high-tech business for over 35 years. With the past 25 years working at Infor with various ERP platforms.

I began my career at IBM as a System Engineer. It was there that he was introduced to early versions of ERP systems, when it was still owned by IBM. My first new account was one that included ERP.

In 2005, when Infor acquired his company, I became a member of the Infor team.

Session 8

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APIs and API Management in Infor OS.  This is an LX specific session, not a general session.
2:00 PM
1:15 PM
09/25/2024
Room: Lapham 4 Presenters: Barabara Bilgen, Infor MJ-Hari Mangalam, Infor
One of the most popular types of API is REST or RESTful APIs. Have you ever wondered how to use these APIs in Infor OS? Join us to understand how API management in Infor OS works and their usage in ION flows.
Presentations
Category: LX
Tagged: INFOR OS, LX
Presenters
Hariharan Mangalam
Solution Architect Senior
INFOR
Barbara Bilgen
Senior Consultant
INFOR
Barbara has worked with SSA/Infor over 30 years as a technical, supply chain and manufacturing areas. Her background includes Food & Beverage, Pharmaceutical and Discrete manufacturers. She also has extensive knowledge of ION, IDM and IDF.
Document Management
2:00 PM
1:15 PM
09/25/2024
Room: Woodland A Presenters: Cobwebb
Document Management
Presentations
Category: System 21
Tagged: DOCUMENT MANAGEMENT, SYSTEM21
Presenters
Carl Brown
Sales Director
Cobwebb Communications Ltd
15 years in the software industry with the majority of those years working with System i ERP customers. I spent 12 years at Infor in the UK and now work for an Infor Partner delivering Document Automation and Forms Management solutions to businesses running System i ERP.
Drama-Free Migrations
2:00 PM
1:15 PM
09/25/2024
Room: Woodland B Presenters: Greg Wanzek, Maxava
Do you have new hardware or a cloud project in the future? How do you seamlessly migrate while avoiding costly downtime or interruption to the business? Are you concerned that your current replication solution won’t be able to handle a change, or are you nervous about what it might cost for moving your licenses? Maxava can help with all these scenarios.
Presentations
Category: All
Tagged: IBM, TECHNICAL, ALL, MAXAVA
Presenters
Greg Wanzek
Regional Sales Manager, Americas
Maxava
Introduction to Access Client Solutions
2:00 PM
1:15 PM
09/25/2024
Room: Woodland C Presenters: Alec Nault, ISE/Matt McLaughlin, EnTrans
If you’ve heard the name and wonder what IBM’s new Access Client Solutions will do for you, this is your session.  See how to obtain, deploy, and use some of the cool features like the new Navigator for i, easier printer output, quickly setting up a 5250 (green screen) session, and transferring files to and from the IBM i.
Presentations
Category: All
Tagged: IBM, TECHNICAL, ALL
Presenters
Alec Nault
Systems Engineer
ISE
Matthew McLaughlin
Business Analyst
Engineered Transportation International
LX : IDF Data Visualization
2:00 PM
1:15 PM
09/25/2024
Room: Hearthside Presenters: Virtutem and TriMin
Get ready to unlock new possibilities with Infor IDF! Join VIRTUTEM and TriMin Systems for an exciting session where we’ll dive into how IDF can supercharge your ability to understand and optimize your business operations. We’re focusing on MRP Planning to showcase how you can effortlessly visualize your supply and demand data with powerful features and advanced capabilities. Plus, we'll introduce you to some “really cool” cutting-edge apps that will expand your vision of what’s possible. Don’t miss out on this opportunity to transform your operations!
Presentations
Category: LX
Tagged: IDF, LX
Presenters
John Merges
Director of Manufacturing Services
TriMin Systems
20+ years working with XA and using the power of IDF to extend and customize XA to align with clients business needs.

Session 9

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Additional Functions and Use Cases of Access Client Solutions 
3:00 PM
2:15 PM
09/25/2024
Room: Woodland C Presenters: Alec Nault, ISE / Matt McLaughlin, EnTrans
Interested in getting more out of ACS?  Attend this to learn how using some of the advanced features can save you time.  Features like macros and advanced operations in Navigator and IFS will be discussed.
Presentations
Tagged: IBM, TECHNICAL, ALL
Presenters
Alec Nault
Systems Engineer
ISE
Matthew McLaughlin
Business Analyst
Engineered Transportation International
Ask the Experts - Estimating, Quoting ,Selling and Ordering. Where, When and How.
3:00 PM
2:15 PM
09/25/2024
Room: Woodland B Presenters: Shelley Horn and Deb Lopez, Infor Charles Hood, ISE
Infor CPQ Customers along with ISE and Infor experts talk about Infor CPQ and answer questions from the audience. Hear about some new customer experiences like moving to the cloud, automating product configuration, integration of BOM/Routing to ERP, and why customers love CPQ. You will have the opportunity to ask questions that relate to your own organization. Also, in this session we will provide a high level introduction to Infor CPQ.
Presentations
Category: All
Tagged: CPQ, INFOR, ALL
Presenters
Shelley Horn
Director - Industry Solution & Strategy
Infor
Deb Lopez
Product Specialist
Infor
Experienced leader with business applications crossing ERP, CRM, CLM and CPQ. Love solving large complex problems.
Charles Hood
Senior Programmer/Analyst
Information Systems Engineering, Inc.
How does IOS add to the LX user experience.
3:00 PM
2:15 PM
09/25/2024
Room: Hearthside Presenters: MJ-Hari Mangalam, Infor
Join this session to hear about the ways you can leverage this layer to add features and functions with low/no code that would be difficult to do any other way.
Presentations
Category: LX
Presenters
Hariharan Mangalam
Solution Architect Senior
INFOR
Infor LX v8.4.2 - Upgrade Decisions and Direction
3:00 PM
2:15 PM
09/25/2024
Room: Lapham 4 Presenters: Ronald Wood, Virtutem
Considering an upgrade to Infor LX v8.4.x? Join Virtutem to explore the critical considerations for determining the right path forward. Should you stay with your current system or upgrade to LX v8.3.5 or to LX v8.4.2? We’ll walk you through the essential questions and key factors to help you make the best decision for your organization’s future.
Presentations
Category: LX
Tagged: TECHNICAL, LX
Presenters
Ronald Wood
Professional Services Manager
VIRTUTEM
Ron is the Professional Services Manager at VIRTUTEM, an Infor Alliance Partner, where he leads the consulting services team and oversees all projects. With over two decades of experience at SSA / Infor, Ron has held a variety of roles centered around the Infor LX product line, including more than 10 years leading the Infor LX Global Support team. He brings deep expertise as a subject matter expert on numerous implementation projects and continues to provide strategic guidance and hands-on support for both new deployments and ongoing system optimization and modernization.
Tales from the Field
3:00 PM
2:15 PM
09/25/2024
Room: Woodland A Presenters: Ralph Owens
Tales from the Field
Presentations
Category: System 21
Tagged: SYSTEM21, INFOR

Session 8a

Reset all options in this track
Defect Tracking - Extending XA Using  Enterprise Integrator to improve business processes
4:00 PM
2:45 PM
09/25/2024
Room: Fieldstone East
Industrial Magnetics needed a system to track and monitor areas  throughout the business that needed improvement.   A large amount of the data needed resides in XA, however, users needed to add additional data points to explain and resolve problems.   Enterprise Integrator was used to expand XA to help solve problems.  See how we did it!
Presentations
Category: XA
Tagged: TECHNICAL, EI, XA, CUSTOMER
Presenters
Wayne Quigley
Technical Specialist
Cistech
Wayne Quigley has 35 years of experience in business systems, programming, and I/T consulting. As a consultant for Infor XA, Wayne routinely performs extensive application development using XA Enterprise Integrator, and has taught many Powerlink and Enterprise Integrator sessions for Inforum, the XA User Group Conferences, XA Enterprise Integrator Users Group, and MKA XA User Conferences. He also has an outstanding reputation for having communication skills that build and maintain trusted relationships between Information Technology and the end user by making new concepts easy to understand.
Tony Donald
Entities and Personal Accounts
4:00 PM
2:45 PM
09/25/2024
Room: Fieldstone West Presenters: Julie Kienast - Cistech
Have you ever wondered about the relationship between Entities, Vendors, Customers, Personal accounts, Entity groups, Allocation Entities? This session will delve into entity maintenance and how it all works together. Join me to work our way through the maze.
Presentations
Category: XA
Tagged: FINANCE, EDUCATION, XA
Material Logistics and its Many Uses
4:00 PM
2:45 PM
09/25/2024
Room: Lapham 2 Presenters: Rick Worley, Guide and Mike Kerekanich, Agility
Material Logistics (ML) is the Infor Development Framework (IDF) replacement application for InterSite Logistics (ISL) and Multi Environment InterSite Logistics (MISL).  Developed to enable the multi-site or multi-company enterprise to better manage their geographically dispersed business, ML leverages PowerLink and NetLink functionality for ease of use.  You now have visibility of orders, transfers, replenishments, and shipments and can account for inventory in transit, at outside processing, consignments, and even vendor managed inventory (VMI).  
Presentations
Category: XA
Tagged: PRODUCTION, FINANCE, EDUCATION, XA, INVENTORY, PROCUREMENT
Presenters
Rick Worley
Consulting Manager
Guide Technologies
Have been working with manufacturing and distribution since early 1980s. First exposure to XA was in 1981 as a customer. Worked with an managed multiple XA affiliate companies and built software to support the XA and other IBM Midrange ERP solutions. Currently back in the XA affiliate world as a consulting manager for Guide Technologies
Mike Kerekanich
Senior Information Systems Consultant
Agility, Inc.
Purchasing Requests
4:00 PM
2:45 PM
09/25/2024
Room: Lapham 1 Presenters: Dave Shipton - ISE
Approvals, forms, visibility, possible see with EI/OS workflow? Route at receiving
Presentations
Category: XA
Tagged: PROCUREMENT, EDUCATION, XA
Presenters
Dave Shipton
Senior Application Consultant
Information Systems Engineering, Inc.
The Proper Care and Feeding of XA
4:00 PM
2:45 PM
09/25/2024
Room: Lapham 3 Presenters: Rick Altenau - Guide/Jeff Eaton - REV Group
Close and purge PO's and MO's, IMHIST purge, tools available to assist, declutter XA (NetLink tools, last used, maintenance history, user definitions, user clean up (unknown users) Re-org Master Files.
Presentations
Category: XA
Tagged: TECHNICAL, PRODUCTION, PROCUREMENT, FINANCE, INVENTORY, EDUCATION, XA
Presenters
Rick Altenau
Managing Partner
Guide Technologies
Jeff Eaton
Sr. Director of IT
REV Group
VPi Scheduling
4:00 PM
2:45 PM
09/25/2024
Room: Woodland D Presenters: Harold Cavallaro, CavCo
Scheduling vs. Planning; capacity
Presentations
Category: XA
Tagged: PLANNING, EDUCATION, XA
Presenters
Harold Cavallaro
Principal / Owner
CavCo Management Partners

Session 10

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ECM (part 1)
4:00 PM
3:15 PM
09/25/2024
Room: Lapham 4 Presenters: Barabara Bilgen, Infor Leena Patel, Infor
Electronic Commerce Manager (ECM) has been a part of the LX landscape since BCPS 6.0. It has evolved in to a "swiss army knife" of tools for integrations
Presentations
Category: LX
Tagged: ELECTRONIC COMMERCE, LX
Presenters
Barbara Bilgen
Senior Consultant
INFOR
Barbara has worked with SSA/Infor over 30 years as a technical, supply chain and manufacturing areas. Her background includes Food & Beverage, Pharmaceutical and Discrete manufacturers. She also has extensive knowledge of ION, IDM and IDF.
LEENA PATEL
Software Engineer, Sr. Principal
Infor
IBM i DB2 SQL Services
4:00 PM
3:15 PM
09/25/2024
Room: Woodland B Presenters: Mike Breitbach, IBM
SQL services for IBM i let you monitor, manage and control your IBM i system thru SQL. Learn about the latest enhancements and how to get started.
Presentations
Category: All
Tagged: IBM, TECHNICAL, ALL
Presenters
Mike Breitbach
IBM i ERP Development Tech Lead
IBM Rochester
Infor Analytics: The practical application of Birst Analytics
4:00 PM
3:15 PM
09/25/2024
Room: Woodland C Presenters: Pat Collette, Godlan
Birst is Infor’s modern analytics platform enabling data-driven decision-making and better outcomes. Understanding that manufacturers are likely to share certain key performance indicators, there are also unique reporting needs to measure the success of a company’s sales and fulfillment process. Join us to interactively explore the capabilities of Birst, including practical examples of how to support specific analytics needs.
Presentations
Category: All
Tagged: INFOR, BIRST, ALL
Presenters
Pat Collette
Director Of Business Analytics
Godlan
Round Table - IDF and Business Objects
4:00 PM
3:15 PM
09/25/2024
Room: Hearthside Presenters: Dave Rapacz, Infor
Discussion with Infor product leadership around the creation of future IDF Business Objects. What use cases would be most helpful.
Presentations
Category: LX
Tagged: LX
Presenters
David Rapacz
Product Manager
Infor
System21 Roundtable
4:00 PM
3:15 PM
09/25/2024
Room: Woodland A Presenters: System21 Team
System21 Roundtable
Category: System 21
Tagged: SYSTEM21, INFOR
Presenters
Adrian Masters
Product Manager, Senior
INFOR
IDF - Information delivery
5:00 PM
4:15 PM
09/25/2024
Room: Woodland C Presenters: Phil Joseph, Infor
The Instagram, TikTok generation wants answers delivered through videos they can scroll through with their thumbs. To meet them halfway we are adding how-to videos to IDF Help. The infrastructure to do this will be shared by both Help and attachments, bringing new featuers to both. This session will share our vision and our progress on this active development project.
Presentations
Category: All
Tagged: IDF, ALL
Presenters
Phil Joseph
Product Manager, Senior
INFOR
First job out of college: IBM Industry Specialist implementing MAPICS.
IBM experience included sales, systems engineering, systems engineering management and consulting.
Came to Atlanta when MAPICS was spun off to Marcam. Joined the XA Product Management team.
Left Mapics, Inc. to join Paragon. Became IDF evangelist.
When Infor bought Paragon I became the XA Product Manager.
Left Infor to join Catavolt, a SaaS mobility company. It got bought by Hexagon, rebranded as Xalt Mobility. I was Product Owner.
In 2022 came home to Infor to become the IDF Product Manager.

Session 11

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Advanced ECM (part 2)
5:00 PM
4:15 PM
09/25/2024
Room: Lapham 4 Presenters: Barabara Bilgen, Infor Leena Patel, Infor
Continuation of session 204 - More about how ECM can be used in your environment, factors to consider in an ECM vs BOD/ION decision
Presentations
Category: LX
Tagged: ELECTRONIC COMMERCE, LX
Presenters
Barbara Bilgen
Senior Consultant
INFOR
Barbara has worked with SSA/Infor over 30 years as a technical, supply chain and manufacturing areas. Her background includes Food & Beverage, Pharmaceutical and Discrete manufacturers. She also has extensive knowledge of ION, IDM and IDF.
LEENA PATEL
Software Engineer, Sr. Principal
Infor
COM_Net2  Ecommerce Customer Roundtable
5:00 PM
4:15 PM
09/25/2024
Room: Woodland A Presenters: Mark Shubel, Lexel
COM_Net2 customers (and anyone else interested) should join us for a roundtable to discuss their experience with the product. Learn how other customers are using COM_Net2, new features, enhancements, ask questions and maybe learn some tips and techniques!
Presentations
Category: All
Tagged: ELECTRONIC COMMERCE, ALL
Presenters
Mark Shubel
Vice President
Lexel Corporation
In 1984, Mr. Shubel helped found Lexel Corporation where his strengths are to apply his actual business experience to software design and implementation. Previously he held positions in manufacturing management at a defense manufacturing company.

At Lexel Corporation, Mark’s responsibilities include sales, managing software design, development and support. To keep current with current business trends and technology, Mark actively participates in business consulting for general manufacturing, DOD/CAS cost accounting and eCommerce. He is a frequent presenter at industry events on these topics.

Mark Shubel has a Bachelor of Science degree in Business Management from C.W. Post College, Long Island, NY. He and his wife, Lennore, live in Southwest Florida and Vermont. They have two sons.
Feedback from LX Customers
5:00 PM
4:15 PM
09/25/2024
Room: Hearthside Presenters: Panel including from Infor Dave Rapacz, Lisa Kasabian & Mark Larson
This session is an opportunity to talk to Infor product management, developers and consultants to provide feedback on what would help you most if it were available in LX. You can provide feedback on all the different layers such as LX, IDF, and Webtop.
Category: LX
Tagged: LX
Presenters
David Rapacz
Product Manager
Infor
Lisa Kasabian
Director LX Development
INFOR
Mark Larson
LX Products, Development & Support
INFOR
25+ years working on the BPCS/LX product line for SSA/Infor. Enjoying every day.
How to Replace Expensive HA Solutions
5:00 PM
4:15 PM
09/25/2024
Room: Woodland B Presenters: Greg Wanzek, Maxava
Learn about the ins and outs of replacing complicated HA/DR solutions. We will discuss how to prepare for a change to minimize the impact on business operations, maximize the value added to the bottom line, and benefit from best-in-breed HA replication.
Presentations
Category: All
Tagged: TECHNICAL, ALL, MAXAVA
Presenters
Greg Wanzek
Regional Sales Manager, Americas
Maxava

Session 9a

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Advanced Supply Chain Planning (Thru-Put)
5:00 PM
4:15 PM
09/25/2024
Room: Lapham 1 Presenters: Harold Cavallaro, CavCo
Infor Thru-Put provides leading edge capabilities in planning and scheduling to support a Capable to Promise environment. That means you can promise deliveries to your customer with extremely high confidence for products not even scheduled for production. Thru-Put also optimizes your due date performance across the board while reducing inventory, uncertainty and lead times. this session will show how all this can be accomplished.
Presentations
Category: All
Tagged: PLANNING, THRU-PUT, ALL
Presenters
Harold Cavallaro
Principal / Owner
CavCo Management Partners
Infor Visual Planner (VPi) - A Customer Success Story
5:00 PM
4:15 PM
09/25/2024
Room: Woodland D Presenters: Tony Donald, Industrial Magnetics
How a job shop manufacturer in Northern Michigan went from no routings or XA planning to running MRP & Visual Planner.  Share the struggles and successes and what it takes to make it happen.
Presentations
Category: XA
Tagged: PLANNING, XA, CUSTOMER
Presenters
Tony Donald
Office of Finance
5:00 PM
4:15 PM
09/25/2024
Room: Lapham 3 Presenters: Trucynda Hawkins, Infor Don Leonardo, CFO Solutions Jennifer Buchanan, CFO Solutions
Infor provides many solutions for the Office of Finance, over and above the robust financial systems of each ERP.  Come attend a presentation on Infor’s Enterprise Performance Management (EPM) software and how it integrates with the Infor OS platform. See for yourself the many use cases that EPM address. “Driving your financial close process with Enterprise Performance Management”. Infor’s EPM is the convergence of Corporate Performance Management (CPM) and Business intelligence (BI). Infor’s EPM is a Fully Integrated Financial Process Application for the Office of Finance to help automate the processes of Budgeting, Planning, Forecasting, Financial Reporting and Consolidations. Presented by Infor and CFO Solutions.
Category: All
Tagged: FINANCE, INFOR, ALL
Using XA REST APIs with Infor OS
5:00 PM
4:15 PM
09/25/2024
Room: Fieldstone East Presenters: MJ-Hari Mangalam, Infor
One of the most popular types of API is REST or RESTful APIs.  Have you ever wondered how to expose your ERP data as Restful services and use it in Infor OS or other clients? Join us to see how you can design your own Rest APIs and deploy it to the IDF REST server. 
Presentations
Category: XA
Tagged: IDF, API, TECHNICAL, INFOR OS
Presenters
Hariharan Mangalam
Solution Architect Senior
INFOR
What’s new with F9 & Roadmap
5:00 PM
4:15 PM
09/25/2024
Room: Lapham 2 Presenters: David Fisher, Infor
During this session we will demonstrate the latest features & enhancements available with F9 version 6 as well as discuss what is on the horizon for F9.  
Presentations
Category: XA
Presenters
David Fisher
Sr. Account Manager
Infor
XA Release 11 - Materials Enhancements
5:00 PM
4:15 PM
09/25/2024
Room: Fieldstone West Presenters: Curt Mack - Infor
Do you want to know what’s new in Materials Management (MM) for R11? Then this is the session for you. Scheduled receipts has been expanded to include receipts from Manufacturing Orders, M.O. ‘by-product’ components and Repetitive schedules. Quality control transactions are now available in MM and provide additional function not available in QC transactions entered in IM or PMC. MM application settings have been expanded to include many of the Inventory Management Install/tailor questions.
Presentations
Category: XA
Tagged: INFOR, INVENTORY, XA, RELEASE 11
Presenters
Curt Mack
Business Analyst
Infor
Folk & Froth - Sponsored by IBM and Maxava
7:30 PM
5:30 PM
09/25/2024
Room: Lake Country Ballroom
Join us at the Ingleside for a relaxing and fun evening with Folk & Froth. Beverages and Polka provided!
Category: All

Thursday - September 26th, 2024

Breakfast
8:00 AM
7:00 AM
09/26/2024
Category: All

Session 10a

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PDM vs. EPDM (Repeat from Tuesday)
8:45 AM
8:00 AM
09/26/2024
Room: Woodland D Presenters: Scott Stackhouse, ISE
Why make the move to EPDM? - Implementation of EPDM tips and tricks
Presentations
Category: XA
Tagged: XA, ENGINEERING, TECHNICAL, IMPLEMENTATION
Presenters
Scott Stackhouse
Senior Application Consultant
ISE
SQL views in real life (Repeat from Tuesday)
8:45 AM
8:00 AM
09/26/2024
Room: Lapham 1 Presenters: Nora Holland, TriMin
Real life examples of how SQL views can enhance your experience in Power-Link/Net-Link and some of the magic of how to create them.
Presentations
Category: All
Tagged: TECHNICAL, EI, USER INTERFACE, ALL
Presenters
Nora Holland
Senior Technical Consultant
TriMin Systems
Standard Costing for Non-Accountant
8:45 AM
8:00 AM
09/26/2024
Room: Lapham 2 Presenters: Rick Altenau, Guide
Confused by all the cost fields in XA? How does standard costing work? How do I track WIP? What do those variances mean and where do they come from? When I create a new card, which cost fields should I use? This session will take the confusion out of costing. Learn why all those cost fields are there, and which ones are important to your company.
Presentations
Category: XA
Tagged: COSTING, FINANCE, PRODUCTION, XA
Presenters
Rick Altenau
Managing Partner
Guide Technologies
What is F9 Financial Reporting
8:45 AM
8:00 AM
09/26/2024
Room: Lapham 3 Presenters: David Fisher, Infor
During this session we’ll provide a high-level demonstration of Infor’s financial reporting tool, F9 and discuss how other System I clients are leveraging the product today. We will also provide overview of F9’s future roadmap.
Presentations
Category: XA
Tagged: FINANCE, XA
Presenters
David Fisher
Sr. Account Manager
Infor
XA Quality Management
8:45 AM
8:00 AM
09/26/2024
Room: Woodland C Presenters: Steve Smeiles - WM Synergy
XA has partnered with our sister ERP Visual to deliver a world class Quality Management System for XA. Combined with new Quality transactions in XA Release 11, customers can now deploy a world class quality system in an XA environment.
Presentations
Category: XA
Tagged: QUALITY, XA
Presenters
Steve Smeiles
Quality Consultant
WM Synergy
XA Release 11 - Pick/Pack/Ship and offline loads
8:45 AM
8:00 AM
09/26/2024
Room: Fieldstone West Presenters: Lesley Symington, Infor
A detailed session demonstrating the new pick, pack and ship enhancements in Release 11.
Presentations
Category: XA
Tagged: INVENTORY, SHIPPING, INFOR, XA, RELEASE 11
Presenters
Lesley Symington
Principal Business Analyst
Infor

Session 12

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CPQ - Quoting & Ordering Options Explained - LX
8:45 AM
8:00 AM
09/26/2024
Room: Hearthside Presenters: Shelley Horn and Deb Lopez, Infor
Supporting "To-Order" requests in today's buyer-focused environment: Buyers and Sellers don't want more options; they want only what they want - Then this is the session for you.
Presentations
Category: LX
Tagged: CPQ, LX
Presenters
Shelley Horn
Director - Industry Solution & Strategy
Infor
Deb Lopez
Product Specialist
Infor
Experienced leader with business applications crossing ERP, CRM, CLM and CPQ. Love solving large complex problems.
Infor Operating Servies (Infor OS) - Overview and Demos
8:45 AM
8:00 AM
09/26/2024
Room: Woodland B Presenters: Charles Hood, ISE
Infor OS provides a wide variety of value-added services for your IBM i ERP. Basic integration to Infor Edge applications is just the beginning: also included in the suite of advanced services in Infor OS are capabilities for workflows and alerts, a robust API gateway, a user interface that includes workspaces and widgets, a document repository, mobile access, and the basis for process automation. Infor OS can be the centerpiece of delivering additional business value for your enterprise. This session will include both discussions and some live demos of the various advanced services included in Infor OS. This is a shorter version of the session offered on Wednesday, 8:15 - 9:30 am, and will not include as many live demos of the various advanced services included in Infor OS as the Wednesday session.
Presentations
Category: All
Tagged: TECHNICAL, INFOR, ALL
Presenters
Charles Hood
Senior Programmer/Analyst
Information Systems Engineering, Inc.
XA Net-Link - Making the Transition (Repeat from Tuesday)
8:45 AM
8:00 AM
09/26/2024
Room: Lapham 4 Presenters: Ross Freeman, Infor
In preparation for moving to Release 11, all of your users need to move to the IDF user interface - preferably Net-Link. Green screen is no longer available at Release 11, so a transition is required. This session will discuss successful strategies for shifting your users to the new user interface at Release 10, before moving to Release 11.
Presentations
Category: XA
Tagged: INFOR, IDF, NETLINK, XA
Presenters
Ross Freeman
Senior Product Manager
Infor
Ross Freeman has been the Product Manager for the XA ERP since 2008.

Session 11a

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AI-Powered Realtime Enterprise Data Management
9:45 AM
9:00 AM
09/26/2024
Room: Woodland D Presenters: MJ-Hariharan Mangalam, Infor and Robert Long, Apptad
Join our founders as we introduce a groundbreaking platform built with AI from the ground up.  Give your users real-time analytics over ERP data by asking natural questions.  Utilize our AI application builder to retire one-off applications and tech debt. Gain observability to your data flows across the enterprise with pre-built Infor reporting agents already in use at our clients. Take advantage of our integrated data quality and seamless data integration features to enable streams and APIs.
Presentations
Category: All
Tagged: AI, IBM, SUPPLY CHAIN, ALL
Presenters
Hariharan Mangalam
Solution Architect Senior
INFOR
Robert Long
CPTO
Apptad Inc
CPQ - Quoting & Ordering Options Explained - XA
9:45 AM
9:00 AM
09/26/2024
Room: Woodland C Presenters: Shelley Horn and Deb Lopez, Infor Charles Hood, ISE
Supporting "To-Order" requests in today's buyer-focused environment: Buyers and Sellers don't want more options; they want only what they want -
Presentations
Category: XA
Tagged: CPQ, INFOR, XA
Presenters
Shelley Horn
Director - Industry Solution & Strategy
Infor
Deb Lopez
Product Specialist
Infor
Experienced leader with business applications crossing ERP, CRM, CLM and CPQ. Love solving large complex problems.
Charles Hood
Senior Programmer/Analyst
Information Systems Engineering, Inc.
Crawl – Walk - Run … Get the most out of your Paper-Less MES application
9:45 AM
9:00 AM
09/26/2024
Room: Lapham 3 Presenters: Rick Reith, Paper-Less
Are you just getting your feet wet or are you fully running and need more? Get Tips and Tricks to best optimize the Paper-Less MES solution, speaker Rick Reith will deliver information at a pace to ensure you get everything you can out of the product to streamline your shop floor execution.
Presentations
Category: XA
Tagged: INTEGRATION, SHOP FLOOR, XA
Presenters
Richard Reith
Senior Manufacturing Engineer
Paper-Less, LLC
IDF Update
9:45 AM
9:00 AM
09/26/2024
Room: Lapham 1 Presenters: Phil Joseph, Infor
The Infor Development Framework has become the standard for Infor's IBM i ERPs. In recognition of this, Infor is making a major investment in new user features, a major uplift to integration and upgraded Help and documentation -- all while modernizing the underlying servers. In short, this session will show how Infor is preparing the IDF for the 2030s and beyond.
Presentations
Category: All
Tagged: IDF, ALL
Presenters
Phil Joseph
Product Manager, Senior
INFOR
First job out of college: IBM Industry Specialist implementing MAPICS.
IBM experience included sales, systems engineering, systems engineering management and consulting.
Came to Atlanta when MAPICS was spun off to Marcam. Joined the XA Product Management team.
Left Mapics, Inc. to join Paragon. Became IDF evangelist.
When Infor bought Paragon I became the XA Product Manager.
Left Infor to join Catavolt, a SaaS mobility company. It got bought by Hexagon, rebranded as Xalt Mobility. I was Product Owner.
In 2022 came home to Infor to become the IDF Product Manager.
Infor Warehouse Management - Advanced Capabilities
9:45 AM
9:00 AM
09/26/2024
Room: Lapham 2 Presenters: Faith Turchi, Infor
WMS Advanced Capabilities - Carton/Pallet Optimization, Parcel Delivery Management, Own Fleet Management and more.
Presentations
Category: All
Tagged: INVENTORY, INFOR, ALL
XA Release 11 - Making the Transition - Overview
9:45 AM
9:00 AM
09/26/2024
Room: Fieldstone West Presenters: Ross Freeman - Infor
Every customer needs to make plans around upgrading to Release 11 at some point. This session will provide recommendations on getting the plan put together.
Presentations
Category: XA
Tagged: TECHNICAL, UPGRADE, XA, RELEASE 11
Presenters
Ross Freeman
Senior Product Manager
Infor
Ross Freeman has been the Product Manager for the XA ERP since 2008.

Session 13

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Converting an LX shop to use Infor Document Management (IDM)
9:45 AM
9:00 AM
09/26/2024
Room: Hearthside Presenters: Phil Catlin, Formica / Peter Sørensen, Interform
Formica is currently in the middle of a project to convert from their prior document management system to Infor Document Management. Hear about how this project started, who's involved, and what progress has been made to date.
Presentations
Category: LX
Tagged: DOCUMENT MANAGEMENT, LX
Presenters
Phil Catlin
Consultant
PE Catlin, LTD
Experience:
45 Years RPG development
40 Years EDI/E-Commerce Experience
25 Years BPCS/LX Experience

I recently retired as the Application Development Manager for Formica Corporation, North America. In that role I supported LX and integrations to edge products including WMS, EAM, IBM Sterling Integrator, Medius and others. I am currently engaged in contracting in the LX environment and providing custom coding for LX environments.
Peter Sørensen
CEO
InterForm
I have been in the IBM i and output management arena for almost 20 years. I am a fond believer in sharing know-how and experience while learning from others.
How to Remain Relevant in a changing IT Environment.
9:45 AM
9:00 AM
09/26/2024
Room: Woodland A Presenters: Jim Buck, ImPower Technologies
Education in today’s IT and Business Environment challenges both the Company and the employee. What skills are needed to provide for today’s (and tomorrow’s) business needs? How does the company and the employee deal with these challenges? How to decide; what to learn, how to learn and when to learn, when planning for future needs. These challenges differ depending on where a person is in their careers path. Jim discusses these challenges and more in this presentation. Great presentation for managers and employees! Topics Covered • The question of being relevant? • How to know… your relevancy • Uh Oh… I’m not relevant (what to do) • Business vs IT Skills – the Balance • The Specialist vs the generalist – Let’s hire a consultant.
Presentations
Category: All
Tagged: TECHNICAL, ALL, SKILLS
Presenters
Jim Buck
CEO - Lead Instructor
imPower Technologies, LLC
Jim Buck’s career in IT has spanned more than 35+ years, primarily in college education, manufacturing, and healthcare industries. Past president (13 years) of the Wisconsin Midrange Computer Professional Association (www.wmcpa.org) and has served on several teams developing IBM and COMMON certification tests. Jim has co-authored several IBM i books with Bryan Meyers that are used by many companies and in colleges worldwide, "Programming in ILE RPG" 5th Edition being the latest in 2015.Other accomplishments include; recipient of the 2007 IBM System i Innovation – Education Excellence Award, 2014 COMMON Presidents Award and named 2013/2016/2017/2018/2019/2020/2021/2022/2023 IBM Champion - Power Systems. Jim is the president and founder of imPower Technologies where he provides professional IBM I training and consulting services (www.imPowerTechnologies.com) . He is active in the IBM i community working to help companies train their employees in the latest IBM technologies and helps companies develop the next generation of IBM i professionals.
Infor AI
9:45 AM
9:00 AM
09/26/2024
Room: Woodland B Presenters: Todd Donzelli, Infor
Infor has delivered the capability for Artifical Intelligence - but what can you do with it? Well, that depends on what you need. Infor has built a group of data scientists who can match your systems to the AI capability of the Infor suite. Examples like Forecasting, process automation and others will be shown. Bring your wish list to the experts and let's see what can be done.
Presentations
Category: All
Tagged: AI, INFOR, ALL
Presenters
Todd Donzelli
North America Technology & Innovation Strategy Leader
Infor
System i Navigator: Starting with IBM’s GUI Admin Tool
9:45 AM
9:00 AM
09/26/2024
Room: Lapham 4 Presenters: Alec Nault, ISE Mike Breitbach, IBM
We will spend time to look at IBM’s newer System I Navigator interface and tools. Whether you are using the old Navigator for I or are just looking for a new set of tools for your IBM admin; this session will be for you
Presentations
Category: All
Tagged: TECHNICAL, ALL, IBM
Presenters
Alec Nault
Systems Engineer
ISE
Mike Breitbach
IBM i ERP Development Tech Lead
IBM Rochester

Session 12a

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Chat with XA (Ross, Robert & teams)
11:45 AM
10:00 AM
09/26/2024
Room: Lake Country Ballroom Presenters: Infor
Category: XA
Tagged: INFOR, XA
Presenters
Robert Russell
VP Development
Infor
Ross Freeman
Senior Product Manager
Infor
Ross Freeman has been the Product Manager for the XA ERP since 2008.
Curt Mack
Business Analyst
Infor
Phillip McWhinney
Development Program Manager
INFOR
Phil Joseph
Product Manager, Senior
INFOR
First job out of college: IBM Industry Specialist implementing MAPICS.
IBM experience included sales, systems engineering, systems engineering management and consulting.
Came to Atlanta when MAPICS was spun off to Marcam. Joined the XA Product Management team.
Left Mapics, Inc. to join Paragon. Became IDF evangelist.
When Infor bought Paragon I became the XA Product Manager.
Left Infor to join Catavolt, a SaaS mobility company. It got bought by Hexagon, rebranded as Xalt Mobility. I was Product Owner.
In 2022 came home to Infor to become the IDF Product Manager.
Glenn Osborne
Principal Architect
Infor

Session 14

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Convert Downtime into Dollars – Machine Integration Customer Success Story
10:45 AM
10:00 AM
09/26/2024
Room: Woodland B Presenters: Jeff Cypher, Alexandria Industries and Rick Reith, Paper-Less
Listen to Jeff Cypher from Alexandria Industries to hear how they took an idea and turned it into a solution.  Hear Jeff’s customer testimonial for how they were able to convert Downtime to Dollars.  Machine Integration is at the forefront of helping customers like Alexandria Industries understand their resource utilization ultimately leading to positive changes to increase uptime and output. 
Presentations
Category: All
Tagged: CUSTOMER, INTEGRATION, ALL, SHOP FLOOR
Presenters
Jeff Cypher
Director of Business Integration
Alexandria Industries
Richard Reith
Senior Manufacturing Engineer
Paper-Less, LLC
CPQ - Open Forum
10:45 AM
10:00 AM
09/26/2024
Room: Woodland C Presenters: Shelley Horn and Deb Lopez, Infor /  Charles Hood, ISE
Still have some open questions about CPQ?  How to get started,  how to build justification for the project,  how the get the business invovled?   Bring your questions, and we'll open some discussion.
Category: All
Tagged: CPQ, ALL, INFOR
Presenters
Shelley Horn
Director - Industry Solution & Strategy
Infor
Deb Lopez
Product Specialist
Infor
Experienced leader with business applications crossing ERP, CRM, CLM and CPQ. Love solving large complex problems.
Charles Hood
Senior Programmer/Analyst
Information Systems Engineering, Inc.
Managed Services for Infor Applications and IBM I OS
10:45 AM
10:00 AM
09/26/2024
Room: Lapham 4 Presenters: David Zoretic, Infor
Managed Services for Infor Applications and IBM i Operating System Support and Management. Current Trends and Challenges, Complexity and Integration, Performance Management. See the benefits of Managed Services including Case Studies.
Presentations
Category: All
Tagged: INFOR, IBM, TECHNICAL, ALL
Presenters
David Zoretic
Global Director, Compass Managed Services
Infor
David is a seasoned executive and Managed Services Global Director with over 25 years of experience in operational, sales support, and business management. He excels in enhancing client satisfaction and achieving business objectives, consistently delivering projects on schedule while upholding Service Level Agreements (SLAs). His extensive client portfolio spans a diverse range of sectors, including Fortune 50 companies, US federal agencies, major city governments, educational institutions, SMBs, financial services, healthcare, travel, hospitality, manufacturing, energy, banking, retail, and insurance.
Modernization and 21st Century Skills
10:45 AM
10:00 AM
09/26/2024
Room: Woodland A Presenters: Jim Buck, ImPower Technologies
How to Move your Business into the 21st Century on IBM i Faced with pressure from upper management, learn how different companies moved their company's software into the 21st century. Why 21st century technologies require systematic training. We will discuss the steps these companies have followed to modernize their business and IT staff spending significantly less money and time than moving off the platform. Topics Covered Modernization requirements Modernization and Staff training Where to find IBM i Developers for your company What about me… where do seasoned developers fit in? Basics of training developers in 21st Century skills Myths and truths about the modernization A sad alternative to not acting Spoiler alert - abandoning the IBM i platform was not the answer!
Presentations
Category: All
Tagged: TECHNICAL, ALL, MODERNIZATION, SKILLS
Presenters
Jim Buck
CEO - Lead Instructor
imPower Technologies, LLC
Jim Buck’s career in IT has spanned more than 35+ years, primarily in college education, manufacturing, and healthcare industries. Past president (13 years) of the Wisconsin Midrange Computer Professional Association (www.wmcpa.org) and has served on several teams developing IBM and COMMON certification tests. Jim has co-authored several IBM i books with Bryan Meyers that are used by many companies and in colleges worldwide, "Programming in ILE RPG" 5th Edition being the latest in 2015.Other accomplishments include; recipient of the 2007 IBM System i Innovation – Education Excellence Award, 2014 COMMON Presidents Award and named 2013/2016/2017/2018/2019/2020/2021/2022/2023 IBM Champion - Power Systems. Jim is the president and founder of imPower Technologies where he provides professional IBM I training and consulting services (www.imPowerTechnologies.com) . He is active in the IBM i community working to help companies train their employees in the latest IBM technologies and helps companies develop the next generation of IBM i professionals.
Round table - Vendor Managed Inventory (VMI)
10:45 AM
10:00 AM
09/26/2024
Room: Hearthside Presenters: Panel including from Infor Dave Rapacz, Barbara Bilgen, Lisa Kasabian & Mark Larson
Talk to Infor and other users about LX Vendor Managed Inventory processes. Discuss how this is being used by other shops and their experiences.
Category: LX
Tagged: PROCUREMENT, INVENTORY, LX
Presenters
David Rapacz
Product Manager
Infor
Barbara Bilgen
Senior Consultant
INFOR
Barbara has worked with SSA/Infor over 30 years as a technical, supply chain and manufacturing areas. Her background includes Food & Beverage, Pharmaceutical and Discrete manufacturers. She also has extensive knowledge of ION, IDM and IDF.
Lisa Kasabian
Director LX Development
INFOR
Mark Larson
LX Products, Development & Support
INFOR
25+ years working on the BPCS/LX product line for SSA/Infor. Enjoying every day.

Session 13a

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ERP - Moving to the Cloud or Staying on Premise - Reviewing Total Cost of Ownership
11:45 AM
11:00 AM
09/26/2024
Room: Woodland C Presenters: Tony Fleischman, ISE
Every company has moved into some level of a hybrid model related to their business systems. For many companies, E-mail, CRM and Payroll have already been fully deployed in a cloud model. But what about your ERP system? During this session, we'll provide a quick overview of the costs to consider when comparing an ERP and IBM footprint on premise, as compared to moving to the cloud. Where is your spend now, where will it be in cloud model, what resources are needed in either model? We'll touch on all these topics and more.
Presentations
Category: All
Tagged: CLOUD, ALL
Presenters
Tony Fleischman
Senior Account Executive
ISE
ISE is an Infor Gold Channel Partner. Our primary focuses include Infor XA, IBM Power Systems, Manufacturing Execution Systems (MES), Infor Quality Management (IQM) and Infor Configure, Price, Quote (CPQ). We are a group of 30+ resources, focused on solutions in manufacturing.

Session 15

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LX User Group Wrapup Session
11:45 AM
11:00 AM
09/26/2024
Room: Hearthside Presenters: LX User Group Board including from Infor Dave Rapacz, Barbara Bilgen, Lisa Kasabian & Mark Larson
What worked, what didn't and what should we do next year.
Presentations
Category: LX
Tagged: LX
Presenters
David Rapacz
Product Manager
Infor
Barbara Bilgen
Senior Consultant
INFOR
Barbara has worked with SSA/Infor over 30 years as a technical, supply chain and manufacturing areas. Her background includes Food & Beverage, Pharmaceutical and Discrete manufacturers. She also has extensive knowledge of ION, IDM and IDF.
Lisa Kasabian
Director LX Development
INFOR
Mark Larson
LX Products, Development & Support
INFOR
25+ years working on the BPCS/LX product line for SSA/Infor. Enjoying every day.
Brian White
Director of IT
Red Gold
Infor LX User Group President / Member of the Infor WMS User Group Board

Over 30+ years of IT experience including leadership, strategy, alignment, team development, project management, security, partner management, ERP (BPCS/LX) / Warehouse Management System implementations, and implementation of 3rd party tools (such as trade funds management, data collection, AP workflow, forms management, websites, etc.) to extend ERP with a focus on modification elimination/minimization and effective integrations.
Phil Catlin
Consultant
PE Catlin, LTD
Experience:
45 Years RPG development
40 Years EDI/E-Commerce Experience
25 Years BPCS/LX Experience

I recently retired as the Application Development Manager for Formica Corporation, North America. In that role I supported LX and integrations to edge products including WMS, EAM, IBM Sterling Integrator, Medius and others. I am currently engaged in contracting in the LX environment and providing custom coding for LX environments.
The Customer Journey of Improving the Efficiency and Accuracy of your Picking and Shipping process
11:45 AM
11:00 AM
09/26/2024
Room: Woodland B Presenters: Dave Shipton, ISE and Rick Reith, Paper-Less
Join us to listen and learn about real Pick 2 Ship (P2S) implementations from Dave Shipton, a seasoned XA and Paper-Less consultant, who has performed many successful P2S installations. Understand WHY customers choose P2S --- HOW to successfully implement P2S --- WHAT benefits customers experience from P2S
Presentations
Category: XA
Tagged: XA, SHOP FLOOR, SHIPPING, INVENTORY
Presenters
Dave Shipton
Senior Application Consultant
Information Systems Engineering, Inc.

About *inPOWER

inPOWER is four user groups include: EIUG, System21, XA, LX.
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