| We are proud to offer 14 educational sessions as well as your chance to meet with our experts at TUG CONNECTS 2024. We hope to see you at one of the sessions or in our booth in the Solution Center. |
TUG 2024 Sessions Here are the educational sessions we’re providing: (212) Infor Document Management for Users & AdministratorsWednesday, May 22 • 3:00pm – 4:00pmSpeaker: Brandon Watson, VP, Tridex Systems 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.· Learn how regular users can use IDM to benefit them.· Learn how admin users can use IDM to help benefit their users. – – – – – – – – – – – – – – – – – – – – – – – – – – – (391) Hands-On Lab – Personalization and ExtensibilityWednesday, May 22 • 3:00pm – 4:00pmSpeaker: Jim Hatch, Senior Consultant, Tridex Systems 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. – – – – – – – – – – – – – – – – – – – – – – – – – – – (394) Hands-On Lab – Tridex Mobile Bin Replenishment, Cycle Count and ePOD AppsWednesday, May 22 • 4:15pm – 5:15pmSpeaker: Brandon Watson, VP, Tridex SystemsSpeaker: Mark Jelencic, Senior Consultant, Tridex Systems 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. You’ll learn how to:· Speed up and make cycle counting more efficient and accurate· Replenish consigned and crib inventory remotely· Get signature images for order you deliver and have that signature show in CSD – – – – – – – – – – – – – – – – – – – – – – – – – – – (350) A Day in the Life of IT and Introducing Cloudsuite Into your EnvironmentWednesday, May 22 • 4:15pm – 5:15pmSpeaker: Matt Petty, President, Tridex Systems 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. – – – – – – – – – – – – – – – – – – – – – – – – – – – (331) Infor OS Workspaces, Smart Panel and WidgetsThursday, May 23 • 12:30pm – 1:30pmSpeaker: Brandon Watson, VP, Tridex Systems Infor OS provides a landing page for your users, no matter their role in the company. Are you utilizing 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!· Learn how users will benefit from Homepages/Workspaces!· Learn how to manage and administer Homepages/Workspaces! – – – – – – – – – – – – – – – – – – – – – – – – – – – (331) Infor OS Workspaces, Smart Panel and WidgetsThursday, May 23 • 12:30pm – 1:30pmSpeaker: Brandon Watson, VP, Tridex Systems Infor OS provides a landing page for your users, no matter their role in the company. Are you utilizing 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!· Learn how users will benefit from Homepages/Workspaces!· Learn how to manage and administer Homepages/Workspaces! – – – – – – – – – – – – – – – – – – – – – – – – – – – (217) Document Output Management and Managing Forms TemplatesThursday, May 23 • 12:30pm – 1:30pmSpeaker: Jeff Wettschurack, Senior Consultant, Tridex Systems 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.· Know what you need to start editing forms· Know how to change your CSD AO options for IDM· Make basic edits and upload and save your new templates for use in CSD – – – – – – – – – – – – – – – – – – – – – – – – – – – (392) Hands-On Lab – CSD WebUI BasicsThursday, May 23 • 12:30pm – 1:30pmSpeaker: Mark Jelencic, Senior Consultant, Tridex SystemsSpeaker: Lori Jager, Senior Tech, Tridex Systems CSD WebUI basics session aims to offer attendees a practical introduction to navigating Infor’s Cloudsuite Distribution (CSD) ERP cloud software. Participants will engage in hands-on exercises covering fundamental concepts and navigation techniques essential for effectively utilizing the ERP system. Key topics and demonstrations will include:· Accessing a “Test” Environment· Sales Order Entry· Purchase Order Entry· Warehouse Transfers· Other miscellaneous functions Overall, the CSD WebUI basics session aims to empower attendees with the foundational knowledge and skills necessary to assess, navigate, and utilize Infor’s Cloudsuite Distribution ERP software effectively. – – – – – – – – – – – – – – – – – – – – – – – – – – – (147) Kodaris Customer PortalThursday, May 23 • 3:00pm – 4:00pmSpeaker: Brandon Watson, VP, Tridex SystemsSpeaker: Tony Zakula, CEO and Founder, Kodaris Learn how to empower your customers while streamlining your own processes with the next generation customer portal from Kodaris. Your customers can manage their accounts, pay bills, export data and more all in one place. And with integrations to major commerce systems like Kodaris Commerce, Unilog, Magento, Adobe Commerce, and others, you can unify your entire customer experience while boosting operational efficiency. Thanks to our partnership with Tridex Systems, your InforOS integration can be ready in less than one hour. – – – – – – – – – – – – – – – – – – – – – – – – – – – (395) Hands-On Lab – Infor OS Applications and IntroductionThursday, May 23 • 4:15pm – 5:15pmSpeaker: Brandon Watson, VP, Tridex Systems 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! – – – – – – – – – – – – – – – – – – – – – – – – – – – (384) Infor RPA – User Case StudyFriday, May 24 • 10:30am – 11:30amSpeaker: Brandon Watson, VP, Tridex SystemsSpeaker: Steve McEnany, Senior Vice President, Midwest Wheel Companies Elevate your operational efficiency with insights from Brandon Watson of Tridex and Steve McEnany of Midwest Wheel as they take a dive into Remote Process Automation (RPA). This presentation will uncover the many different capabilities of RPA and IDP, implementation strategies and how Midwest Wheel is using RPA for AP Automation. Followed by a roundtable discussion on how you can start using RPA today! This is your chance to engage with RPA thought leaders and harness the power of automation for your business’s future. – – – – – – – – – – – – – – – – – – – – – – – – – – – (379) Cloudsuite Distribution: Using EDIFriday, May 24 • 10:30am – 11:30amSpeaker: Jim Hatch, Senior Consultant, Tridex Systems 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. (272) Infor OS Data Fabric and DataPondFriday, May 24 • 12:30pm – 1:30pmSpeaker: Brandon Watson, VP, Tridex Systems 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.· Learn about Data Fabric and how start using it!· Learn how to connect to DataLake. – – – – – – – – – – – – – – – – – – – – – – – – – – – (390) Hands-On Lab – Infor Document Management (IDM)Friday, May 24 • 12:30pm – 1:30pmSpeaker: Jeff Wettschurack, Senior Consultant, Tridex Systems 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.· Learn how to manage and access documents in IDM· Learn how to secure and filter Document Types· See how IDM interacts with CSD in the real world – – – – – – – – – – – – – – – – – – – – – – – – – – – |
