TUG's 20th consecutive annual conference
Join NSA Professional Services at fusion TUG CONNECTS 2025 for a series of insightful sessions led by our team of experts! We’re excited to share strategies, best practices, and actionable insights to help you optimize your business operations and make the most of your Infor software. Check out our full schedule below and mark your calendar—you won’t want to miss these sessions!
Heading to TUG 2025? Be sure to visit NSA Professional Services at booth number 5 and 6! Our team will be on hand to answer your questions, share our latest solutions, and show you how we can help transform your distribution business. We can’t wait to connect with you—see you there!
STAY IN THE KNOW
Schedule
4/14/25
NETWORK:
Assembly & Service – ISM Network Meeting
CSD / SX.e
PRESENTERS
Ryan Deckard, John Kociuba
Description:
Join us for an update on all things Assembly & Service / Infor ISM
Objectives:
- ISM Roadmap
- ISM Extensibility
- ISM Reporting Case Study
- ISM Data Mining
- ERS Discussion
- Value Add Showdown - Kit Production vs Value Add
NETWORK:
Reporting & Analytics Network Meeting
All Platforms
PRESENTERS
Robin McGuire, Victoria Christiansen, Brian Jones
Description:
With so many ways to slice and dice data, and so many options for what to use and how to do it, this network meeting will help you with the big picture and offer some valuable insights into the current solutions available and best practices for how to access your data and produce strategic results to support the information needs of your team.
Objectives:
- Solution vendors introductions and product highlights
- The care and feeding of DataLake and Birst
- Customer use-case highlights - Dashboards and Key Reports
- And time for open group discussion
NETWORK:
Finance Network Meeting
CSD / SX.e
PRESENTERS
Steve Bloesing, Deanne Zwart, Kathy Lundquist
Description:
Welcome to the TUG Finance Network Meeting. This is an opportunity to share financial experience and collaborate with others who work in the financial arena. As members of the finance team, your viewpoints and input are important, and we hope that you feel comfortable sharing your thoughts with the group.
Objectives:
- New finance features in CSD
- RPA and APECE Enhancements
- Workflow management in APECE (roundtable discussion)
- GL Account maintenance review (annual rollover/copy from old to new year
- Closing journals
- Suspense postings
- Finance pain points (roundtable discussion)
NETWORK:
Assembly & Service – Value Add Network Meeting
CSD / SX.e
PRESENTERS
Ryan Deckard, John Kociuba
Description:
Join us for an update on Value Add functionality
Objectives:
- Tips and tricks to get more value from Value Add
- Configuring and deploying the new Value Add IDM forms
4/15/25
Session:
210
Success Strategies: Insider Tips From Seasoned Project Leaders (Part 1 of 2)
All Platforms
PRESENTERS
Susan Bell, Kathy Lundquist, Heather Teasley
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
Session:
734
Getting Started with IDM Forms
CSD/CSDE
PRESENTERS
Kira England
Description:
New to CSD? Curious about the native forms creator. Let’s saddle up and get introduced to the functionality.
Session:
211
Success Strategies: Insider Tips From Seasoned Project Leaders (Part 2 of 2)
All Platforms
PRESENTERS
Susan Bell, Kathy Lundquist, Heather Teasley
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 2 of a 2 part series
Session:
366
Workspaces Using Birst and CSD Analytics
CSD/CSDE
PRESENTERS
Brian Jones, Victoria Christiansen
Description:
Explore how Birst and CSD Analytics can be used to place meaningful information on a Workspace/Widget in InforOS.
Session:
501
Back2Basics: Sales Workflow and Big Picture – Part 1
CSD/CSDE
PRESENTERS
Carol Shinya, Deanne Zwart
Description:
Are you new to CSD or you were trained on SX.e so long ago, the dinosaurs still roamed the earth? Join us as we cover Sales Order Entry Workflow and cover all the different order types, use cases for each and other variables available in order entry to make you a CSR Rockstar!
Session:
618
SHOWDOWN: Sales Order Fulfillment, Warehouse Transfer Direct Orders, and multiple Stock Orders
CSD/CSDE
PRESENTERS
Kira England
Description:
Multiple warehouses and branches? How do your order entry teams know which warehouse to pull product from? Let’s compare options available in CSD.
Session:
502
Back2Basics: Sales Workflow and Big Picture – Part 2
CSD/CSDE
PRESENTERS
Carol Shinya, Deanne Zwart
Description:
Are you new to CSD or you were trained on SX.e so long ago, the dinosaurs still roamed the earth? Join us as we cover Sales Order Entry Workflow and cover all the different order types, use cases for each and other variables available in order entry to make you a CSR Rockstar!
Session:
628
SHOWDOWN: Value Add -VS- Kit Production
CSD/CSDE
PRESENTERS
Kira England
Description:
No better way to learn more about simple fabrication processes available in CSD than to have a showdown between the options. Learn how Kit Production and Value Add can play a role in your fabrication needs in a distribution world.
4/16/25
Session:
454
Code Modification vs. Standard Functionality: Best Practices and Strategies
CSD / SX.e
PRESENTERS
Jason Kan, Susan Bell
Description:
In the ever-evolving landscape of software development, the decision between modifying existing code and utilizing standard functionality is pivotal. This presentation delves into the best practices and strategies for making informed choices in this domain.
Session:
736
Y’All Said What?: IDM Forms Includes which Forms Again?
CSD / SX.e
PRESENTERS
Kira England
Description:
CSD has utilized IDM for native forms creation for a few years now. Can you name the forms included? Did you know additional templates were released recently? Let’s make sure we know all of them!
Session:
322
Discovering the Overlooked: 13 Hidden Treasures in Cloudsuite Distribution
CSD / SX.e
PRESENTERS
John Kociuba
Description:
Take a closer look at the untapped capabilities of CloudSuite Distribution as we reveal features often overlooked yet immensely impactful. This session will guide you through thirteen unique functionalities, offering strategies, expert advice, and live demonstrations to enhance how you work with this comprehensive software. Regardless of your experience level, you’ll discover tools and techniques that can redefine your approach, boost efficiency, and unlock new opportunities for success. Don’t miss the chance to deepen your understanding, sharpen your skills, and unlock competitive advantages in your field. Join us and uncover the full scope of what CloudSuite Distribution can achieve!
Session:
362
CSD / Sx.e Canadian User Group Round Table
CSD / SX.e
PRESENTERS
John Kociuba
Description:
Join us as we reignite the TUG Network group with a focus on CloudSuite Distribution processes uniquely tailored for Canadian businesses. Together with experienced users, we’ll dive into key challenges such as currency handling, tax compliance, localization, metric system integration, shipping logistics, cultural nuances, banking compatibility, regulatory requirements, support limitations, and time zone complexities. This session is designed to foster collaboration, share tips, best practices, and valuable insights. As a group, we’ll also assess the need for enhancement requests to address functionality gaps and drive system improvements. Don’t miss this chance to contribute to shaping the future of CSD for Canadian users!
Session:
550
Back2Basics: Purchasing Workflow and Big Picture – Part 1
CSD / SX.e
PRESENTERS
Carol Shinya, Deanne Zwart
Description:
Join us in another in the series of Back2Basics, to cover the Purchasing workflow. Do you know a PO’s lifecycle in CSD/Sx.e? What about all the PO order types? If you’re unsure of the answer, join us to learn more. As an added bonus, we’ll also cover the lifecycle/workflow of Warehouse Transfers.
Session:
574
To Reserve or Not to Reserve, That is the Question!
CSD / SX.e
PRESENTERS
Paul Desgreniers
Description:
Product Reservation and Forecast for customers ensures they can always count on you to have that product available, when they require it. Thus the debate, is it a sales or an inventory management tool? This session will review these 2 functions and their benefits.
Session:
551
Back2Basics: Purchasing Workflow and Big Picture – Part 2
CSD / SX.e
PRESENTERS
Carol Shinya, Deanne Zwart
Description:
Join us in another in the series of Back2Basics, to cover the Purchasing workflow. Do you know a PO’s lifecycle in CSD/Sx.e? What about all the PO order types? If you’re unsure of the answer, join us to learn more. As an added bonus, we’ll also cover the lifecycle/workflow of Warehouse Transfers.
4/17/25
Session:
346
Event Manager and Workflows in CSD
CSD / SX.e
PRESENTERS
Brian Jones, Jason Kan
Description:
Have an event in CSD trigger a workflow that somone then needs to act on via email, mobile device, etc.
Session:
506
Hold the Presses, Umm “Orders”—Hot News on Operational Hold Codes
CSD / SX.e
PRESENTERS
Deanne Zwart, Tara Morrow
Description:
Join us to discover how operational hold codes can go way past just credit holds.
Session:
552
Back2Basics: Inventory Workflow and Big Picture – Part 1
CSD / SX.e
PRESENTERS
Carol Shinya, Paul Desgreniers
Description:
How many product groupings are available in CSD/SX.e? 4, 6? How many types of kits are available? 3, 5? If you’re not sure, join us for our 3rd in the Back2Basics series. Learn more about the different inventory tables, product groupings and other helpful information on product setups in CSD/SX.e.
Session:
572
Automating Product Certificates in CSD: Ensuring Compliance and Streamlining Delivery
CSD / SX.e
PRESENTERS
John Kociuba
Description:
Managing product certificates—whether regulatory specifications or distributor-generated documents to meet customer agreements—can be complex and prone to errors when done manually. Missing or incorrect certificates may result in rejected deliveries, damaged customer relationships, and compliance issues. In this session, we’ll demonstrate how CloudSuite Distribution can automate the management and delivery of product certificates. Discover how automation enhances the reliability and timeliness of certificate delivery, saving valuable time and reducing the risk of manual errors.
Session:
553
Back2Basics: Inventory Workflow and Big Picture – Part 2
CSD / SX.e
PRESENTERS
Carol Shinya, Paul Desgreniers
Description:
How many product groupings are available in CSD/SX.e? 4, 6? How many types of kits are available? 3, 5? If you’re not sure, join us for our 3rd in the Back2Basics series. Learn more about the different inventory tables, product groupings and other helpful information on product setups in CSD/SX.e.