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NSA IS COMING IN HOT!

TheUserGroup.org’s annual TUG CONNECTS 2024 | Ignite in-person conference brings together hundreds of distribution professionals for a week of interactive networking and education. At this year’s event, Ignite, you’ll dive into emerging issues, disrupters, and best practices at the forefront of the distribution industry today. Network with your peers and be educated on how to get the most out of your existing solutions — plus, be among the first to find out what’s coming next from Infor.

In 2024, TUG moves from the Synergy of 2023 and starts to Ignite what defines the group. With our combined resources, TUG allows every member to work smarter and more efficiently and have a more significant presence in Infor’s decision-making processes.

In short – we are better together!

REGISTER FOR TUG

NSA Booths 42, 43, 44

Stop by our booths to learn more about our CloudSuite Distribution Solutions, enter to win prize giveaways, or talk with an NSA Professional Services Expert.

Join us for our 40th anniversary!

Celebrating 40 Years of NSA Professional Services.

STAY IN THE KNOW

Schedule

5/21/24

SIG / Network Meeting:

1:00pm EST

CSD Network
Network Panel

PRESENTERS

Ann Luciani, Susan Bell

Description:

We cover important elements of CSD project planning and invite others to share their significant experience in this area.

Objectives:

  • Learn about project planning for CSD migrations.
  • Understand the key project milestones and why they are important.
  • Review team roles and contributions of each team member.

SIG / Network Meeting:

8:30am EST

TWL/WMS Network
Network Panel

PRESENTERS

Barry Cooper

Description:

Objectives:

SIG / Network Meeting:

1:00pm EST

Finance Network
Network Panel

PRESENTERS

Deanne Zwart, Kathy Lundquist

Description:

What’s new in CSD finance since TUG 2023

Objectives:

SIG / Network Meeting:

8:30am EST

Assembly and Service Network Leader Meeting – ISM

Network Leader

PRESENTERS

John Kociuba

Description:

Objectives:

SIG / Network Meeting:

3:30pm EST

Assembly and Service Network Leader Meeting – Value Add
Network Leader, Panel

PRESENTERS

John Kociuba, Kira England

Description:

Objectives:

5/22/24

Session:

185 – 3:00pm EST

186 – 4:15pm EST

Success Strategies: Insider Tips from Seasoned Project Leaders – Part 1 (of 2)
Sxe CSD General

PRESENTERS

Carol Shinya, Kathy Lundquist, Chuks Ezeokafor (Levitt Safety)

Description:

What are the secrets to managing a successful project?  What are some common pitfalls and how can you avoid them?  In this 2-part session, we’ll discuss project objectives, change management, assembling the right team, lessons learned, and more.  Attend this interactive session to learn from the experiences of others, including a user case study and insights from two senior business consultants.  Bring your questions and your own lessons learned! Part 1 of a 2 part series.

Objectives:

  • Effective project planning and management
  • Strong communication and user engagement
  • Skilled and committed project team.

Session:

211 – 12:30pm EST

IDM Forms: Getting Started
IDM Forms

PRESENTERS

Kira England

Description:

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

Objectives:

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

Session:

235 – 4:15pm EST

Sales Order Fulfillment Order Type Functionality
CSD Operations

PRESENTERS

Kira England, Deanne Zwart

Description:

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

Objectives:

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

Session:

310 – 4:15pm EST

TWL or WMS – What you need to know about both solutions
WMS, TWL

PRESENTERS

Barry Cooper, John Kociuba

Description:

Within this session we will discuss the advantages and disadvantages of both TWL and WMS. This will be high-level discussion to help you make determination if you need to consider WMS or stay on TWL or start on TWL and eventually grow to WMS.

Objectives:

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

Session:

356 – 4:15pm EST

Expanding Horizons: Adding New API Suites to Your Integration Arsenal
CSD Tech

PRESENTERS

Rob Thayer

Description:

Unlock the potential of your data integration strategy.  Join my session as I guide you through incorporating fresh API suites into your toolkit. From understanding how swagger simplifies the process of designing, documenting, and implementing APIs to practical insights, I’ll equip you with the knowledge to enhance your integration capabilities and stay ahead in the evolving digital landscape.  Register now and empower your organization with newfound possibilities!

Objectives:

  • Learn how to add and configure a new api suite
  • Implementation differences between TWL and WMS.
  • Learn how to create a custom endpoint using an api flow

5/23/24

Session:

125 – 4:15pm EST

Applying agile and lean thinking to business
Project Management

PRESENTERS

Romi Salerno

Description:

This session will focus on the importance of promoting business agility through a lean agile mindset. The agile mindset is a thought process that involves understanding, collaborating, learning, and staying flexible to achieve high-performing results. This way of thinking helps teams adapt to change, rather than struggle around it.

Objectives:

  • Learn how to cultivate an agile mindset
  • Learn the difference between Fixed mindset vs. Growth mindset
  • Create value for your business through Lean Thinking

Session:

128 – 3:00pm EST

Fireside Chat with Jeff Bailey: Building the capacity for change Case Study
Project Management

PRESENTERS

Romi Salerno, Jeff Bailey (Riverhead)

Description:

This session will focus on transforming productivity and collaboration through your CSD implementation .

Objectives:

  • Learn how to become an organizational change agent
  • Learn about how one organization is successfully applying organizational capacity for change
  • Leading by example through servant leadership

Session:

158 – 3:00pm EST
Methods for prioritizing ERP add-on solutions based on your specific company ROI
Project Management

PRESENTERS

Brian Weaver

Description:

Determine prioritization of multiple ERP add-on options & criteria .

Objectives:

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

Session:

181 – 3:00pm EST

Preparing for your CSD Migration
Sxe CSD Project Management

PRESENTERS

Ann Luciani, Susan Bell

Description:

In this session, we discuss preparing for your CSD migration and invite others to share their significant experience in this area.

Objectives:

  • Learn how proactive planning fuels a successful migration.
  • Understand the importance of data reduction and preparation.
  • Explore additional factors to lay the groundwork for a smooth migration.

Session:

202 – 12:30pm EST

Preparing for your CSD Migration

CSD

PRESENTERS

John Kociuba, Brandy Alderman

Description:

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

Objectives:

  • Identify and comprehend the foundational features of CloudSuite Distribution that go unnoticed or undocumented for all CSD Audiences
  • Explore advanced functionalities and lesser-known features that get released but are hard to find!
  • Learn tips and tricks to stay informed on New CSD Feature Fuctionality

Session:

248 – 4:15pm EST

Auditing for Changes and Compliance in CSD
CSD Security

PRESENTERS

Brian Jones

Description:

Using the  Audit Manager in CSD to track user, customer, order, pricing,  and other changes for compliance reporting.

Objectives:

  • Auditing
  • Data Lake Variations
  • Compliance

Session:

257 – 4:15pm EST

Managing Vendor Invoices in CSD using EDI and the Electronic Transaction Control Center
CSD Finance

PRESENTERS

Dave Rumsch

Description:

How to Process inbound EDI Invoices from Vendors.

Objectives:

  • Setups required for processing inbound EDI Invoices in CSD
  • Managing Errors and Exceptions on inbound EDI Invoices using ETCC
  • Using the ION Inbox/Outbox to determine cause of failure to import EDI Invoices

Session:

260 – 4:15pm EST

Vendor Pricing
CSD Operations

PRESENTERS

Mark Paterson

Description:

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

Objectives:

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

Session:

644 – 12:30pm EST

API 101 – Introduction to APIs

CSD Tech

PRESENTERS

Rob Thayer

Description:

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

Objectives:

  • Learn how to see your data by making a test call using the swagger tool.
  • Learn to create IONAPI credentials by creating a backend service.
  • Learn how to make an api call from outside of InforOS
  • Learn how to use an api in a dataflow or worklflow

5/24/24

Session:

106 – 12:30pm EST

Optimizing Daily Operations: The ChatGPT Approach

CSD Tech

PRESENTERS

Rob Thayer

Description:

In this session we will discuss what chat-based technology is and how it can enhance your ERP experience. Join us to see how ChatGPT can transform your approach to ERP and elevate your productivity.

Objectives:

  • Learn about the ChaptGPT language model
  • Learn how to integrate the chaptgpt api into Infor OS
  • Real life examples of chatgpt at work

Session:

155 – 12:30pm EST

ISM Reporting and Analytics
ISM

PRESENTERS

John Kociuba

Description:

Join fellow ISM users and reporting solution providers for a collaborative discussion on meeting your reporting requirements with Infor Service Management. Explore the myriad ways to access information within your CloudSuite and tailor it to your specific needs.

Objectives:

  • Round Table Discussion about ISM Reporting
  • Learn about ISM Reporting in Dataviews
  • Learn about ISM Reporting in Birst / Datalake

Session:

216 – 3:15pm EST

IDM Forms: Ignite Your Creativity
IDM Forms

PRESENTERS

Kira England

Description:

Explore the possibilities with IDM Forms. Review how utilizing simple formatting tools, hide conditions, and value xpaths can change the look of your IDM forms.

Objectives:

  • Learn how simple formatting changes can elevate your forms.
  • Learn how Hide Conditions can change your form without sacifricing space.
  • Learn what a Value Xpath can do beyond the default setting.

Session:

236 – 1:45pm EST

Managing Customer Orders in CSD using EDI and the Electronic Transaction Control Center
CSD EDI Operations

PRESENTERS

Dave Rumsch

Description:

How to Process inbound EDI Orders from Customer. Learn about CSD Setups and Processing to help assure Customer satisfaction.

Objectives:

  • Setups required for processing inbound EDI Orders in CSD
  • Managing Errors and Exceptions on inbound EDI Orders using ETCC
  • Using the ION Inbox/Outbox to determine cause of failure to import EDI Ordees

Session:

238 – 1:45pm EST

OE Returns – What are all these options?

CSD

PRESENTERS

Deanne Zwart

Description:

Review of OE Return options, what they do to inventory and costs

Objectives:

  • Learn what the check boxes in the Return Setup do
  • Learn what the Return Type in the Retrun Setup does to your Inventory
  • Learn what an Admin Option can do to your General Ledger

Session:

265 – 12:30pm EST

Practical Ways to Use Product Restrictions in CSD to Solve Business Problems
CSD Operations

PRESENTERS

Brandy Alderman

Description:

What are Product Restrictions and how should we be using them in the real world? Join us as we dig into what the different types of Product Restrictions are, how to set them up, and explore someexamples of how they can be used to creatively solve some real-world business problems.

Objectives:

  • How to set up Product Sourcing and Sales Restrictions
  • Best Practices for using Overrides in Product Restrictions
  • Discover how others are using Product Restrictions today in their businesses

Session:

278 – 12:30pm EST

Mass Maintenance in CSD
CSD Operations

PRESENTERS

Mark Paterson

Description:

In this session, we will review the CSD Mass Maintenance solution which allows you to extract copies of records from a database table into a set. You can change, add or delete records within the set and then reimport to update the records in the table. Standard rules and validations apply, based on the table.

Objectives:

  • Learn how to add, change or delete records in a CSD table.
  • Learn which tables are available to change using Mass Maintenance and which are not.
  • Learn tips/tricks for making the best out fo Mass Maintenance.

Session:

327 – 10:30am EST

Optimize & Automate Shipping Operations & Save costs while increasing customer experience

General

PRESENTERS

Brian Weaver

Description:

Leverage your existing historical and shipment meta data to determine the most cost-effective shipping method from multiple carriers, considering expected delivery date, location, shipment size.

Objectives:

  • How to simplify & streamline your process for carrier selection.
  • Increase customer experience with higher on-time delivery while also reducing shipping costs.
  • Reduce process complexity even with multiple and international carriers.

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