Tridex Systems is proud to offer 14 educational sessions and your chance for a free technology diagnostic at TUG CONNECTS 2023. We hope to see you at one of the sessions or in our booth, #57 in the Technology and Support Center.
MEET WITH US FOR A FREE INFOR TECHNOLOGY DIAGNOSTIC
We’re offering TUG members a chance to evaluate areas of technology that provide fast ROI and help you improve on the areas that really matter to you: revenue growth, value added services, on-time shipments, vendor negotiations and customer satisfaction.
By filling out a quick survey, you will receive a detailed diagnostic report outlining opportunities for ways to optimize your operations using your ERP system. We’ll be meeting with TUG members in Booth $57 to discuss their results and custom action plan.
TUG 2023 SESSIONS
Monday, June 5 • 8:00am – 12:00pm
Speaker: Brandon Watson
Technical CSD/WebUI Network Meeting
This meeting is for SX.e and CSD users alike with a focus on the technical side. We’ll dig into several topics including:
- A Round Table Discussion with a panel of recent CSD adopters from our TUG community. Whether you’re already on CSD, or in the process of migrating, this panel will provide valuable knowledge and insights to help you with your CSD environment.
- FireSide Chat and Question and Answer opportunity with Infor’s Chris Weaver and Mike Mazzoni on the topics that are affecting us as System Admins: NextGen, Portal 2.0, WebRF, and Custom Coding
- An Introduction to Q&D’s for SX.e, with a discussion of how to do the same thing in CSD
- IONDesk flows have more capabilities than just notifications and task generation! Dive deeper into the possibilities of data flows for updating and maintaining records using APIs, Python, Mongoose, and BODs with Brandon Watson from Tridex.
Tuesday, June 6 • 8:00am – 9:00am
Speaker: Brandon Watson
(508) Hands-On Lab – Infor OS Applications and Introduction
CloudSuite Infor OS is required to access any ERP, including CSD, but what is it? This session will allow you get your hands on a LIVE CloudSuite Infor OS environment!
Tuesday, June 6 • 2:30pm – 3:30pm
Speaker: Brandon Watson
(320) Infor Document Management for Users & Administrators
Infor Document Management (IDM) provides a central repository of documents, with many ways of accessing and uploading documents, for users. Backend Administration for IDM has many available settings and tools, including but not limited to: ACL’s, API’s Control Center, Utilities JAR, and Stream Serve Adapter.
Tuesday, June 6 • 4:15pm – 5:15pm
Speaker: Brandon Watson
(405) Infor OS Homepages and Widgets
Infor OS provides a landing page for your users, no matter their role in the company. Are you utlizing Homepages to the full potential for your users? What do they need/want to see when they first Login the Portal? What is a Widget? This session will answer these questions and more! Homepages should be able to help drive your users day in a more organized and relative way, so let us show you how!
Tuesday, June 6 • 4:15pm – 5:15pm
Speaker: Matt Petty
(440) A Day in the Life of IT and Introducing Cloudsuite Into your Environment
Finding more time in your day to manage an additional layer of technology with Infor OS will be challenging but the opportunity to integrate that technology into the business can and will provide great value for your company.
Tuesday, June 6 • 4:15pm – 5:15pm
Speaker: Roger Realsen
(507) Hands-On Lab – CSD WebUI Basics
CloudSuite Distribution has been updated monthly, while SX.e has not been updated since August 2021. In this session we will take a look at the new Look and feel along with basic navigation across the environment.
Wednesday, June 7 • 1:15pm – 2:15pm
Speaker: Roger Realsen
(505) Hands-On Lab – Tridex Mobile Bin Replenishment, Cycle Count and ePOD Apps
Tridex has developed 3 Mobile Apps for use with CSD. Come see how our Mobile Bin Replenishment, Cycle Count and electronic Proof of Delivery apps can help your company automate and digitize the way you do business.
Wednesday, June 7 • 2:30pm – 3:30pm
Speaker: Brandon Watson
(445) ION Data Fabric
Infor Data Fabric is a centralized and secure data repository that gets updated by CSD records, and also other Infor Applications (IE – ISM, Mongoose). This session will cover populating DataLake, from CSD, and the different ways to gain access to the data, including our own DataPond Solution for on-premise applications.
Wednesday, June 7 • 4:15pm – 5:15pm
Speaker: Roger Realsen
(502) Hands-On Lab – Infor Document Management (IDM)
Infor Document Management (IDM) provides a central repository of documents, with many ways of accessing and uploading documents. In this session you will you will be able to get your hands on IDM through our CloudSuite Tenant.
Thursday, June 8 • 9:45am – 10:45am
Speaker: Roger Realsen
(323) Document Output Management and Managing Forms Templates
IDM Output Management allows an administrator to create Form Templates that can be used with Forms Printing from CSD. This session will cover creating Forms Templates, utilizing the Microsoft Word add-in, and uploading to IDM for Forms Printing.
Thursday, June 8 • 9:45am – 10:45am
Speaker: Brandon Watson
(464) Mongoose – Basic Use
Infor Mongoose is a rapid application development framework that lets you quickly build out applications, extensions, stand-alone, mobile, portal, all in one simple framework. It is a no-code, low-code solution. Mongoose allows system admins to build and deploy an app that is optimized for desktop, tablet and smartphone quickly and efficiently. This session will cover basic Mongoose use and show the integration to Infor GO.
Thursday, June 8 • 9:45am – 10:45am
Speaker: Jim Hatch
(506) Hands-On Lab – Personalization and Extensibility
Personalization allows non-technical users the ability to modify the look and feel of a WebUI View. Moving fields, Hiding Fields, re-labeling fields and adding color to fields are several examples. Extensibility is a technical way to make simple changes with no coding or more complex changes such as completely new functions or adding new data to an existing function. Complex extensions require expertise of JavaScript. This session will review Personalization, basic Extensions, and the management of both.
Thursday, June 8 • 1:30pm – 2:30pm
Speaker: Brandon Watson
(446) ION Desk Flows
ION Desk is responsible for all Business Object Documents (BODs) inbound and outbound to all applications using BODs. This session will review the different processes available inside of the ION Desk application. With examples of Alerts for High Dollar Sales Orders or Task for Releasing Orders on Credit Hold, with a click of a button from the Portal, Tablet or Mobile Device. This is the replacement for Event Manager!
Thursday, June 8 • 1:30pm – 2:30pm
Speaker: Jim Hatch
(462) Cloudsuite Distribution: EDI
The New Paradigm. EDI using Business Object Documents (BODs) and API calls. In All Attendees, CSD does not support Flat File EDI processing. This session will review the CSD required setup for EDI (some new and some legacy), Review the most common transaction sets and how they translate from flat file Processing to BOD processing. We will review ION set up for EDI and review some EDI data flows for EDI processing transactions.
YOUR TRIDEX SPEAKERS
Brandon Watson
VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and CloudSuite support.
Jim Hatch
Sr. Technology Specialist, Tridex Systems
Jim Hatch is s 30-year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer then transitioned to Infor where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business Consultant and Business Analyst. In 2018, Jim joined the Tridex Systems team and currently leads the Development group. Tridex Systems’ Development group provides application consulting, legacy modification review, extension design, extension development, ION dataflow implementation, and system integration services to Infor SX.e and CSD customers.
Matt Petty
President, Tridex Systems
At Tridex Systems we focus on Enterprise Cloud Services that complement and supplement our customers business and IT organizations. As an Infor Alliance Partner and with a nationwide workforce experienced in application, development, technical and management consulting, our people bring a unique understanding of the challenges companies face and how to help navigate Cloud solutions and its influence on day to day business.
Roger Realsen
Sr. Technologist, Tridex Systems
Roger Realsen is a 30-year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer in 1993 where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business Consultant and Business Analyst. In 2011, Roger joined the Tridex Systems team and continues his various roles of support and expertise for Tridex Systems’ Infor SX.e and CSD customers.
