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 Advanced Technical | ADVT 306 (Wednesday, 8:00 AM - 9:15 AM) - SQL Server Administration Workshop, Part 1 |  | This session will be the first of a three-session series (attendees should attend all three sessions). This series will begin with an introduction to Microsoft SQL Server 2008 R2 and its architecture, and will be particularly beneficial to system administrators and IT personnel. Attendees will participate in a detailed discussion about:
- SQL Versions 2000, 2005, 2008 and 2008 R2.
- Manual SQL backup.
- Restoring a SQL database from a backup.
- A SQL database maintenance plan (automatic backups) and protecting your data.
- Recovery methods for the SQL Transaction Log files.
- SQL security.
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| ADVT 307 (Wednesday, 9:30 AM - 10:45 AM) - SQL Server Administration Workshop, Part 2 | | This session will be the second of a three-session series (attendees should attend all three sessions) This series will begin with an introduction to Microsoft SQL Server 2008 R2 and its architecture, and will be particularly beneficial to system administrators and IT personnel. Attendees will participate in a detailed discussion of:
- SQL Versions 2000, 2005, 2008 and 2008 R2.
- Manual SQL backup.
- Restoring a SQL database from a backup.
- A SQL database maintenance plan (automatic backups) and protecting your data.
- Recovery methods for the SQL Transaction Log files.
- SQL security.
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| ADVT 308 (Wednesday, 11:15 AM - 12:30 PM) - SQL Server Administration Workshop, Part 3 | | This session will be the third of a three-session series (attendees should attend all three sessions). This series will begin with an introduction to Microsoft SQL Server 2008 R2 and its architecture, and will be particularly beneficial to system administrators and IT personnel. Attendees will participate in a detailed discussion about:
- SQL Versions 2000, 2005, 2008 and 2008 R2.
- Manual SQL backup.
- Restoring a SQL database from a backup.
- A SQL database maintenance plan (automatic backups) and protecting your data.
- Recovery methods for the SQL Transaction Log files.
- SQL security.
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| ADVT 310 (Thursday, 8:30 AM - 9:45 AM) - Customizations Workshop: Extending Made2Manage v7.0 to Fit Your Business Process, Part 1 | | This session will focus on demonstrating the various ways to customize Made2Manage v7.0 beta 3 with the customizations tools that are available at the time.
- Hardware with M2M v7.0 beta 3 will be provided to use during the session.
- This session will utilize M2M v7.0 beta 3.
- The user will walk away with the code examples covered in the session.
**Prerequisites include all customization workshop sessions; a good knowledge of software development, including an understanding of object-oriented software principles; and, knowledge in Visual Studio and VB.NET.
***Please note: this session is limited to 20 participants. |
| ADVT 311 (Thursday, 10:15 AM - 11:30 AM) - Customizations Workshop: Extending Made2Manage v7.0 to Fit Your Business Process, Part 2 | | This session will focus on demonstrating the various ways to customize Made2Manage v7.0 beta 3 with the customizations tools that are available at the time.
- Hardware with M2M v7.0 beta 3 will be provided to use during the session.
- This session will utilize M2M v7.0 beta 3.
- The user will walk away with the code examples covered in the session.
**Prerequisites include all customization workshop sessions; a good knowledge of software development, including an understanding of object-oriented software principles; and, knowledge in Visual Studio and VB.NET.
***Please note: this session is limited to 20 participants. |
| ADVT 312 (Thursday, 1:00 PM - 5:00 PM) - SQL Server Administration Workshop | | This session will begin with an introduction to Microsoft SQL Server 2008 R2 and its architecture. It will be particularly beneficial to system administrators and IT personnel. Attendees will participate in a detailed discussion about:
- SQL Versions 2000, 2005, 2008 and 2008 R2.
- Manual SQL backup.
- Restoring a SQL database from a backup.
- A SQL database maintenance plan (automatic backups) and protecting your data.
- Recovery methods for the SQL Transaction Log files.
- SQL security.
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| ADVT 313 (Thursday, 1:00 PM - 5:00 PM) - Advanced Report Writing Workshop | | This session will be intended for those who are interested in a technical report writing session. It would be expected that users would have a copy of Advanced Reporting. By the end of the session, you will be able to:
- Create a detailed 12-month rolling income statement.
- Create a combination actual vs. budget for current and year-to-date.
- Including importing a new budget.
- Create a margin by Item Group (inmast.fgroup) report.
- This report will subtotal by item group (more commonly used than item class) the margin and percent margin generated.
- Create a percentage late report.
- This report is a breakdown on a monthly basis of the number and value of orders shipped on time vs. late.
- This will combine many aspects of technical writing, as we will both create a custom SQL view and import the same view into Advanced Reporting.
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| ADVT 314 (Thursday, 1:00 PM - 5:00 PM) - Planning and Scheduling Workshop | | This session will be intended for those who are interested in Planning and Advanced Scheduling. It would be expected that users would have a copy of Made2Manage and Planning and Scheduling. By the end of the workshop, you will be able to:
- Learn how M2M P&S solutions explicitly and simultaneously consider a plant’s limited capacity and limited material when promising delivery, planning production, planning material, planning capacity, and dealing with changes and problems.
- Users will also master simple steps to eliminate 3rd party and manual systems.
- Users will understand the integration steps enabling the deployment of M2M integrated tools to affect SCM goals.
- Discuss important M2M parameters which affects Planning and Scheduling. Also to discuss Buffers and Constraints for effectice Scheduling.
- Execute a Plan for the company
- Process of creating and maintaining jobs (Part, Due Date and Quantity) in response to demand. Discuss Audit screens for Job Orders. Also create Planned Purchase Orders.
- Discuss Planning Audit screens for Jobs and Planned Purhcase Orders.
- Execute a Schedule for the company.
- Process of assigning start/end time for each job operation, attempting to meet Due Date as close as possible.
- Discuss Scheduling Audit screens.
- Ability to manage our capacity and reduce WIP.
- Reliable delivery quotes to Sales.
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 Finance | FIN 201 (Tuesday, 8:00 AM - 9:15 AM) - Standard Costing Flow Process | | This session will focus on the standard cost flow process in Made2Manage and will provide you with a good understanding of the cause and effect in a standard cost system. In this session, we will review:
- Standard cost flow.
- What a cost roll up is and how often it should be done.
- Causes of cost variances.
**Prerequisites include business or accounting experience/background.
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| FIN 202 (Tuesday, 9:30 AM - 10:45 AM) - Weighted Average Costing | | This session will focus on the weighted average cost flow process in Made2Manage, and will provide you with a good understanding of the cause and effect in a weighted average cost system. In this session, we will review:
- Weighted average cost flow.
- Where your average cost comes from.
- The causes of cost variances.
**Prerequisite is business or accounting experience/background.
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| FIN 203 (Tuesday, 1:15 PM - 2:30 PM) - Advanced Reporting, Part 1 | | This session will focus on budgeting, creating filters and the parent accounts in Advanced Reporting. By the end of the session, you will understand:
- Budgeting
- How to import
- How to include on reports to calculate variances
- Creating filters (known as Trees/Segments in FRx)
- Adding filters
- Using filters in reports
- Parent accounts
- Why the parent accounts are so important
- How to use parent accounts in Advanced Reporting
- How to update parent accounts from SQL
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| FIN 204 (Tuesday, 2:45 PM - 4:00 PM) - Advanced Reporting, Part 2 | | Advanced Reporting, Part 2 will focus on creating detailed reports. By the end of the session, you will be able to:
- Select the sphere: determine how to find it and which one to use.
- Choose the date.
- Add a variable criteria to the report.
- Add fields to the “sort and group”.
- Add a BI cell and know the importance of the filters.
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| FIN 306 (Wednesday, 8:00 AM - 9:15 AM) - Creating Budgets Using Advanced Reporting | | This session will focus on the various methods for using and entering budgets. By the end of this session, you will be able to:
- Create a budget from scratch.
- Maintain and edit a budget.
- Import an existing budget from a spreadsheet.
- Use the budget cell in your reports for actual-to-budget comparisons.
- Use drill-down functionality, include actual-to-budget variances, and use alerts along with your budget information.
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| FIN 207 (Wednesday, 9:30 AM - 10:45 AM) - Understanding Cost Variances Produced by Made2Manage | | This session will focus on the flow of the cost variances produced by Made2Manage. The session is perfect for attendees with job roles, such as controller and staff accountant. By the end of this session, you will:
- Understand the costing flow of Make-to-Stock Job Orders.
- Identify how variances are being produced.
- Analyze estimates vs. actual costs.
- Review and analyze job order statuses in conjunction with variances.
- Have a general overview of how to mitigate and correct cost variances produced in Made2Manage.
**Prerequisites include an understanding of costing flows and working knowledge of the flow of the Job Order in Made2Manage.
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| FIN 309 (Wednesday, 1:30 PM - 2:45 PM) - Making Month-End Reconciliation Easier | | This session will focus on the processes and procedures for getting the month-end reconciliation process under control. It is perfect for attendees with job roles such as controller or staff accountant. Specifically, we will demonstrate and explain:
- A step-by-step process for reconciling your accounts.
- Techniques for correcting out-of-balance situations.
- Tips for making your reconciliation smoother.
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| FIN 110 (Thursday, 8:30 AM - 9:45 AM) - Understanding Multi-Facility and Setup | | This session will focus on the benefits and setup of a Multi-Facility environment. By the end of this session, you will be able to:
- Understand how Multi-Facility is set up.
- The benefits of a Multi-Facility environment.
- Differences between Multi-Facility and multiple companies.
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| FIN 211 (Thursday, 10:15 AM - 11:30 AM) - What Causes Negative WIP | | This session will focus on negative WIP, its causes and how to explain it. By the end of this session, you will understand:
- How negative WIP can occur.
- Why it might be considered a good thing.
**Prerequisite is business or accounting experience/background.
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 General | GEN 102 (Tuesday, 9:30 AM - 10:45 AM) - Made2Manage EDI Product Overview | | |
| GEN 103 (Tuesday, 1:15 PM - 2:30 PM) - Made2Manage Product Roadmap | | This session will provide a high-level overview of features, functionality, technology, options and interfaces recently developed, and will provide a review of future development plans and timing. By the end of this session, you will be able to:
- Make decisions about when to upgrade.
- Determine whether new options available may be of value for your company.
- Provide feedback related to our future development plans.
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| GEN 106 (Wednesday, 8:00 AM - 9:15 AM) - CADLink for Made2Manage Product Overview | | Thi session will focus on how the CADLink interface for Made2Manage will automate routine tasks within the engineering department by allowing users to easily create and maintain item masters and BOMs in Made2Manage. CADLink fully supports SolidWorks, Autodesk Inventor and SolidEdge CAD applications. Whether you use Made2Manage Standard Bills or Job BOMs, the bi-directional synchronization capabilities of the interface helps engineers to identify discrepancies between the data in the CAD model and Made2Manage and quickly and easily resolve them. Engineers can map various item data fields to the model properties, thus storing and synchronizing vital product information directly within the CAD model. This session is perfect for customers not currently using this product. By the end of this session, you will understand how this interface can help you to:
- Create and maintain item masters in Made2Manage for parts or assemblies within the CAD model.
- Create and edit BOM records within Made2Manage by outputting them from the CAD application.
- Identify and resolve discrepancies between the item properties in Made2Manage and the CAD model.
- Synchronize BOMs in real time, while maintaining revisions control.
- Choose between Made2Manage Standard BOM and/or Job BOM.
- When using Job BOM functionality, automatically release sub-jobs for the sub-assemblies within the CAD model.
- Store and synchronize the fields within the Made2Manage item master directly within the CAD model properties.
- Use CADLink Inventor/SolidEdge interface to synchronize models with Quote/Sales Order/Job BOMs.
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| GEN 108 (Wednesday, 11:15 AM - 12:30 PM) - Shop Floor Data Collection Product Overview | | In this session, we will focus on labor collection, inventory transactions, and the bar code tools that Made2Manage offers to help you efficiently execute on your shop floor. Perfect for attendees with job roles related to production supervision, materials management, and operations management, this session will teach attendees how to:
- More effectively control your materials.
- Understand the Made2Manage bar coded labor collection tools.
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| GEN 109 (Wednesday, 1:30 PM - 2:45 PM) - Payroll Assistant Product Overview | | This session will focus on M2M Payroll Assistant and how it can make preparing a payroll easier by collecting and organizing your payroll entries, uploading them to your payroll provider and then updating M2M ERP with the correct payroll accounting entries. M2M Payroll Assistant is fully integrated with Shop Floor Data Collection and focuses on collecting critical payroll information for all employees, direct labor, indirect labor and administrative. We will specifically look and how Intuitive Payroll Assistant can:
- Classify and mange all employees across multiple locations.
- Simplify the generation of payroll data to you payroll partner.
- Process complex calculations (overtime, shift differential, vacation, etc.) for payroll entries.
- Handle absentee time and temp agency employees.
- Streamline the payroll process for your company.
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| GEN 111 (Thursday, 10:15 AM - 11:30 AM) - Made2Manage and Omnify Software: Build to the Correct Revision Every Time | | Have you ever built to the wrong revision? This session will focus on how to guarantee that what is designed is what is built. Attendees will see an overview and demonstration of PLM technology for managing product design data. In addition, we will focus on the benefits of creating an integrated environment between Made2Manage and Omnify Empower PLM in order to streamline product design and manufacturing processes through an automated process. It will also ensure accurate product data is shared across the enterprise. By the end of this session, you will be able to:
- Eliminate manual entry of data into Made2Manage.
- Automate and integrate Engineering Change, Product Documentation and Revision management.
- Guarantee that manufacturing is building to the latest design.
- Adhere to compliant product development processes (RoHS, REACH, FDA, FAA, Quality).
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 MyConference | MYC 101 (Tuesday, 8:00 AM - 9:15 AM) - VIP Overview & Product Roadmap | | | stay tuned for the description! |
| MYC 103 (Tuesday, 1:15 PM - 2:30 PM) - Importing External Information | | | Stay tuned for a description! |
| MYC 105 (Tuesday, 4:15 PM - 5:30 PM) - Microsoft SharePoint Presented by Microsoft | | | Stay tuned for a description! |
| MYC 106 (Wednesday, 8:00 AM - 9:15 AM) - Advanced Configurator Product Roadmap | | Advanced Configurator Roadmap will focus on the current product status and the plans for future development. By the end of this session, you will know:
- What’s been happening with the product since the last UC
- Current release status and immediate plans
- Future release roadmap
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| MYC 108 (Wednesday, 11:15 AM - 12:30 PM) - HR Resources in Made2Manage Presented by Abra | | | This session will be a demonstration of the current ABRA HR &Payroll product and how it integrates with M2M, Intuitive, Encompix, TMM and other Consona Products. This session will focus more on the features of ABRA and how it can simplify and streamline a company’s HR/Attendance, & Payroll needs. The demonstration will also highlight the benefits of a Time Clock Interface. This session is not meant as a training session but more of a show/tell for ABRA and the features of the new Time Clock Interface. |
| MYC 109 (Wednesday, 1:30 PM - 2:45 PM) - Customizations Workshop: Extending Made2Manage v7.0 to Fit Your Business Process, Mini Version | | This session will focus on demonstrating the various ways to customize Made2Manage v7.0 beta 3 with the customizations tools that are available at the time.
- Hardware with M2M v7.0 beta 3 will be provided to use during the session.
- This session will utilize M2M v7.0 beta 3.
- The user will walk away with the code examples covered in the session.
**Prerequisites include all customization workshop sessions; a good knowledge of software development, including an understanding of object-oriented software principles; and, knowledge in Visual Studio and VB.NET.
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| MYC 110 (Thursday, 8:30 AM - 9:45 AM) - Integrated Shipping to Save Money and Automate Processes | | This session will focus on discussing small parcel (UPS, FedEx, USPS) and truck shipping (LTL, TL, internal) and how you can integrate with Consona’s newest partner product, DigitalShipper. Find out how common shipping problems affect the various departments of your organization from the Warehouse to Accounting to Customer Service to Information Technology. Learn about the solutions available to solve these common shipping problems. You will enjoy an interactive session and have an opportunity to ask questions about shipping as it relates to your business. By the end of this session, you will be able to:
- Understand the benefits of using a multi-carrier shipping solution for handling all your outbound transportation needs
- Recognize cost savings on freight by using features such as Rate Shopping with Negotiated Rates and Time In Transit
- Benefit from time savings and reduce errors by automating the flow of data between your Consona ERP system and the shipping software
- Automate common shipping processes such as Residential Delivery, COD, Insurance, Hazardous Materials, International Shipping, LTL Bill Of Lading
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 Operations | OPS 201 (Tuesday, 8:00 AM - 9:15 AM) - Shop Floor Manager Product Overview | | This session will provide the foundation for understanding the needs, use and justification for the optional Shop Floor Manager application. A demonstration of the product will highlight the major functionality of this execution-based product and show how powerful it can be in providing a lean approach to shop floor automation. Real-time labor reporting, material issues, scheduling communication, work instructions, document visibility, material lists, and more are examples of the tools available within this product. A question and answer session will follow and and attendees will leave with a solid understanding of this product and how it can provide the efficiencies needed in today’s fast-paced manufacturing environment. This session is ideal for attendees with job roles related to production supervision, production management, planning, scheduling and operations management.
By the end of this session, you will be able to:
- Understand the benefits of this application in terms of communication, automation and improved efficiencies.
- See the value of real-time production information in a dynamic manufacturing environment.
- Realize the benefits of electronic conveyance of documentation, schedules and much more.
**Prerequisites include a solid understanding of Made2Manage job orders, BOMs and routings. Knowledge of labor collection, planning and scheduling is a plus.
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| OPS 203 (Tuesday, 1:15 PM - 2:30 PM) - Physical Inventory and Cycle Counts | | This session will focus on inventory exception reports for EOM close, key data elements for cycle count success, and performing a physical inventory in Made2Manage. This session is designed for attendees with job roles related to material planning and inventory management or controllers. By the end of this session, you will be able to:
- Review and correct common end-of-period inventory discrepancies.
- Set up item master records, inventory locations, group codes and other data elements to support sustainable cycle count rules.
- Prepare and conduct a physical inventory.
**Prerequisites include basic concepts in inventory management and experience with item master maintenance.
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| OPS 204 (Tuesday, 2:45 PM - 4:00 PM) - Understanding Made2Manage Scheduling Core Concepts | | This session will focus on how the Made2Manage Planning Engine resolves the demand from customers, inventory, forecasts and engineering to produce a feasible model for scheduling. We will examine the Scheduling application and how it relates to planning and purchasing. This session is perfect for attendees who are involved in planning, purchasing and scheduling on their shop floor. By the end of the session, you will understand:
- The data requirement for Scheduling.
- How to control and model the schedule.
- The difference between Basic and Advanced Scheduling.
- How to use the interactive tools and reporting in Planning and Scheduling.
- How to eliminate lateness from your operations.
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| OPS 205 (Tuesday, 4:15 PM - 5:30 PM) - Planned Purchase Orders | | This session will focus on the power of planned purchasing. We will examine how to use the Planned Purchase Order Queue to ensure all bill of material levels are maintained just in time in support of the real-time plan and schedule. This session is designed for attendees with job roles related to material planning, inventory management or purchasing. By the end of this session, you will be able to:
- Eliminate lateness from the purchasing process.
- React to “Change Recommendations” to support the latest planning run modifying existing POs.
- Use the “One Stop” design feature of PLNPOQ to handle all purchasing tasks.
**Prerequisites include: basic concepts in purchasing and planning management.
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| OPS 206 (Wednesday, 8:00 AM - 9:15 AM) - Managing Customer Returns | | This session will focus on reviewing and understanding the Customer Service Inquiry, the Return Material Authorization (RMA) process, and RMA options and integration, as provided in Made2Manage v6.0 and above. The newly designed RMA process in Made2Manage offers a fully integrated set of tools to track, monitor and report on issues associated with customer returns. A demonstration and question-and-answer session will provide attendees with knowledge to leverage this functionality to attain optimal efficiencies in managing their customer returns. This session is ideal for attendees involved with customer service, quality control functions, receiving and sales. By the end of this session, you will be able to:
- Understand and create a Customer Service Inquiry.
- Understand and create an RMA.
- Understand and follow through the integration portion of the RMA process.
**Prerequisites include a good working knowledge of Customer Master, Item Master, Bills of Material, Routings, Sales Orders, Job Order status, Job Order planning and releasing, Job Order analysis and Job order completion/closing.
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| OPS 207 (Wednesday, 9:30 AM - 10:45 AM) - Vendor Management | | This session will focus on vendor management issues that support internal metrics for a quality management program (ISO or QS). This session is perfect for attendees with job roles related to purchasing or quality who would like to be able to:
- Create an approved vendor list and a Parts-by-Vendor report.
- Produce standard vendor metrics (on-time delivery, volume variance and cost variance).
- Explore the RFQ capabilities in Made2Manage v6.x.
- Create a vendor non-conformance using the vendor service request form.
**Prerequisites is a general Made2Manage purchasing background.
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| OPS 208 (Wednesday, 11:15 AM - 12:30 PM) - Advanced Scheduling | | This session will focus on how the Made2Manage Advanced Scheduling Engine resolves the capacity demands based on infinite and finite models, Theory of Constraints (TOC) scheduling and Drum-Buffer-Rope (DBR) settings. We will cover the .INI settings that can change the scheduling behavior to accomplish particular goals as well as discuss the newest upgrades included in the SP1 version. By the end of the session, you will understand:
- The difference between Basic and Advanced Scheduling.
- What basic TOC and DBR scheduling is and how it can improve throughput.
- How the individual buffer settings will impact your schedule.
- What the .INI settings mean and how they can affect the scheduling outcome.
- What are the newest enhancements to Advanced Scheduling (SP1).
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| OPS 210 (Thursday, 8:30 AM - 9:45 AM) - Fine Tuning your Made2Manage Production Engine | | Take advantage of options you may not be aware of to maximize you production engine’s performance. This session will focus on some of the new features/enhancements in Made2Manage v6.01 that will potentially “lean out” and /or streamline you production efforts. We will review areas of change that you may not know of or fully understand. Fine-tune your production engine to help you end up in the winner’s circle. This will be a great session for those seeking to migrate to the latest version of Made2Manage or those interested in finding out more about some of the “tips and tricks” available to the production process.
Some areas of discussion will include:
- Mass Job Status change screen.
- SFDC enhancements.
- Selective Labor Backflushing.
- Backflushing by operation.
- Using routing characteristics.
- RQF requests.
- And, much more.
This session is ideal for attendees with job roles related to production supervision, production management, engineering, planning, scheduling, and operations management.
**Prerequisites include having a good working knowledge of Job Orders, bills of material, routings and labor. Knowledge of planning and scheduling basics is advantageous.
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 Product Configurator | PCON 103 (Tuesday, 1:15 PM - 2:30 PM) - Made2Manage Customer Use Case | | This session will highlight how a current Made2Manage customer utilizes the Product Configurator, integrated into their Made2Manage environment. By the end of the session, you will know about:
- Customer product setup/UI.
- BOMs, routings, pricing.
- Interface to Made2Manage.
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| PCON 104 (Tuesday, 2:45 PM - 4:00 PM) - Product Building and Rule-Writing Concepts for Made2Manage and Intuitive Customers | | In this session, we will explore basic configuration concepts and rule-writing strategies. This session is meant for those who wish to gain an understanding of how the Product Configurator works, how products are set up and how rules are written. During this session, you will learn:
- The underlying architecture and rules structure supporting the Product Configurator.
- Deployment options for launching the Product Configurator.
- Strategies for defining product families, features and user interfaces.
- Rules maintenance navigation – administration, utilities and rule-sets.
- Understanding rules syntax.
- Building a product, designing a user interface, writing rules for feature exclusions, BOMs, routings and pricing.
- Define the mappings to Integrate to ERP.
**Prerequisite for this session is an: interest in Product Configurator.
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| PCON 205 (Tuesday, 4:15 PM - 5:30 PM) - Advanced Rule-Writing Strategies for Made2Manage and Intuitive Customers | | In this session, we will explore advanced rule-writing techniques. This session will be of interest to users who already have a solid knowledge of rule-writing and wish to expand their horizons.
From this session, you will learn:
- Advanced infusion and formula-writing techniques.
- Migrating values between “products.”
- Using “included” products to reduce redundancy.
- Visualization techniques.
- Performing internal pulls.
- Using multi-line grids.
- Formulas using “Holders” and “Controllers” for reading from and writing to tables.
- Using Java statements in formulas.
- Miscellaneous tips and tricks.
- Questions/answers/suggestions.
**Prerequisite for this session is: experience with and solid understanding of Product Configurator product maintenance and rule-writing.
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| PCON 209 (Wednesday, 1:30 PM - 2:45 PM) - Product Configurator Quote for Made2Manage and Intuitive Customers | | In this session, you will learn about CS-Quote, a robust Web-based quotation module. Enter stand-alone quotes and pass the results to M2M as quotes or sales orders. From this session, you will learn:
- Deployment options for launching CS-Quote and integration methods for connecting with M2M ERP.
- Four-level hierarchy consisting of Projects, Quotes, Lines, Sub-lines.
- Setting up Projects and Quote Header “products.”
- Navigating CS-Quote.
- CS-Quote maintenance and setup options.
- Reporting options.
- Creative uses (customer examples).
**Prerequisite for this session is a: basic understanding of Product Configurator.
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| PCON 111 (Thursday, 10:15 AM - 11:30 AM) - Supporting the Product Configurator Technical Environment | | This session will focus on Product Configurator Server and Client User installation components, as well as troubleshooting common issues. By the end of this session, you will be able to:
- Understand and navigate the technical environment.
- Understand some data and component management.
- Effectively troubleshoot issues and effectively log support cases.
**Prerequisite for this session is Product Configurator use (with Technical involvement is recommended).
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 Product Training | PROD 102 (Tuesday, 9:30 AM - 10:45 AM) - Made2Manage v7.0 Tips & Tricks | | This session will focus on tools that can help you be more productive in the new Made2Manage v7.0. By the end of this session, you will be able to:
- Explore Made2Manage using the redesigned Made2Manage Explorer.
- Answer the question “Where in the World is the Modify Button?” for fellow users.
- Harness the power of the grids.
**Prerequisite is Made2Manage v7.0 and above.
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| PROD 104 (Tuesday, 2:45 PM - 4:00 PM) - Take Your CRM on the Road With Made2Manage Contact Manager | | This session will focus on the ability to view, edit and update CRM data remotely using a built-in integration with Microsoft Outlook. By the end of this session, you will be able to:
- See how your sales force can stay in touch and up to date with sales leads.
- Understand the integration capabilities.
- Recognize how your team can better track customer correspondence.
**Prerequisites include Made2Manage v6.01 and above, desire to capture sales leads and activities, and use of Microsoft Outlook.
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| PROD 105 (Tuesday, 4:15 PM - 5:30 PM) - Introducing Quality for Consona by uniPoint | | | This session will focus on demonstrating how to use Quality for Consona by uniPoint to help automate your journey toward excellence. With sixteen integrated software modules for quality and compliance management, this exciting configure-to-order solution will transform your quality management system into a collaborative environment for continual improvement, while tracking the total administrative cost of quality at every stage. An approved Consona partner, uniPoint currently offers real-time integrations for Intuitive, Made2Manage and Cimnet Systems. |
| PROD 107 (Wednesday, 9:30 AM - 10:45 AM) - Multi-Facility Feature Team | | | This session will provide a round-table discussion on desired features to be included in Multi-Facility enhancements, which are scheduled to be included in Made2Manage v8.0. |
| PROD 111 (Thursday, 10:15 AM - 11:30 AM) - Multi-Currency Feature Team | | | This session will provide a round-table discussion on desired features to be included in Multi-Currency enhancements, which is scheduled to be included in Made2Manage v8.0. |
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 Technical | TECH 201 (Tuesday, 8:00 AM - 9:15 AM) - Remote Access Using Terminal Server | | This session is a round-table discussion that will explore the ability to run Made2Manage from remote locations. Attendees will discover the world of Microsoft Terminal Server/Citrix and how Made2Manage is configured to run in this environment. Specifically, we will cover:
- Architecture of Terminal Server (TS) and Citrix.
- Changes in Terminal Server for Made2Manage v5.52 and greater.
- Terminal Server and Made2Manage v6.01.
- Other methods of remote connectivity.
- Common issues.
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| TECH 202 (Tuesday, 9:30 AM - 10:45 AM) - Upgrade to Made2Manage v7.0 | | This session will focus on upgrading to Made2Manage v7.0, as well as all of the available options. It is perfect for customers who are thinking about upgrading. Specifically, we will cover:
- The Made2Manage services for upgrading to v7.0.
- Things you can do to prepare for the upgrade.
- The upgrade steps for customers wishing to do this on their own.
**Prerequisites include an advanced level of Made2Manage and system administration knowledge.
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| TECH 104 (Tuesday, 2:45 PM - 4:00 PM) - Flow of Support and Quality Assurance | | This session will provide attendees with a better understanding of how Made2Manage support works. By the end of the session, you will know:
- How cases are processed.
- How escalations can be entered and how they are handled.
- How support is structured.
- Goals of support.
- Response time.
- Survey results.
- Average time to resolve.
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| TECH 205 (Tuesday, 4:15 PM - 5:30 PM) - Disaster Recovery | | When disaster strikes, will you be ready? This session will focus on the tools and procedures you should have in place for a quick recovery following a severe system outage. By the end of the session, you will learn:
- System setup recommendations.
- Disaster recovery options.
- Various levels of disaster recovery, from backups and restores to hot spares to off site.
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| TECH 307 (Wednesday, 9:30 AM - 10:45 AM) - Reporting Techniques for Made2Manage v7.0 .NET | | This session will focus on adding a basic form modification to a report, working with Business Analytic reports, and exporting information from a form to Excel. By the end of this session, you will be able to:
- Add a simple form modification to a report.
- Create your own Business Analytic report.
- Figure out how to export data to Excel from a form.
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| TECH 108 (Wednesday, 11:15 AM - 12:30 PM) - Customizations Options in v7.0 | | This session will focus on what customization options are available in v7.0, how they are different from the old VFP options, an overview of the entity and layout sets, and some useful customization ideas. By the end of this session, you will be able to:
- Understand what customization options are available in Made2Manage v7.0 and how they differ from the VFP customization options.
- Understand what entity and layout sets are, and why they are important to the Made2Manage system.
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| TECH 209 (Wednesday, 1:30 PM - 2:45 PM) - Using Made2Manage in a World Gone Virtual | | | This session will be a roundtable discussion focusing on virtualization and how you can use it with Made2Manage. We will discuss both server and workstation virtualization applications (HyperV, Vmware, Parallels, Virtual box). The benefits of using virtualization will be discussed, as well as the pros and cons of this growing technology. Attendees in this session will be expected to participate in a discussion, so please bring your opinion. |
| TECH 210 (Thursday, 8:30 AM - 9:45 AM) - Made2Manage v7.0 Administration | | | This session will focus on setting up permissions in Made2Manage, running maintenance tools, support utilities, what files require backup, and configuring required Network Permissions for Made2Manage to function properly. By the end of this session, Made2Manage administrators will know Made2Manage’s recommended best practices for administering Made2Manage. |
| TECH 111 (Thursday, 10:15 AM - 11:30 AM) - Tips and Tricks for Faster Navigation in Made2Manage v7.0 .NET | | This session will focus on the new navigation, new Made2Manage Enterprise Explorer and Grids. By the end of this session, you will be able to:
- Move in the software.
- Understand Grids.
- Know how to use the Made2Manage Enterprise Explorer.
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