TUG CONNECTS 2023 | synergy

Attending this event?

TUG CONNECTS 2023 | synergy

For more information about TUG CONNECTS 2023 | synergy, please visit www.tugconnects.com

6:00pm PDT

Leadership Dinner (Invitation only) TBA

3:00pm PDT

Registration Desk Open TBA

5:00pm PDT

Presenter's Safety and Security Briefing TBA

8:00am PDT

Automotive Network Meeting TBADella Coffelt • Daryl Ziegelman EUG Network Meeting TBADean Wagner Assembly & Service Network Meeting TBAJohn Kociuba Technical CSD/WebUI Network Meeting TBADavid Church Warehouse Management Systems (WMS) Network Meeting TBAGord Crober Products and Pricing Network Meeting TBAKevin Young • Dale Haynes • Greg Glovach FACTS Network Meeting TBABill Vellante • Ole Rasmussen • Tim Plotner • Ralph Wallace

10:00am PDT

Storeroom Network Meeting TBALarry Puroll eCommerce Network Meeting TBAJeremy Ott

1:00pm PDT

CSDE / M3 Network Meeting TBAMike Fletcher Finance Network Meeting TBADella Coffelt • Steve Bloesing CSD Network Meeting TBASteve McEnany Advanced Inventory Management (AIM) Network Meeting TBAGrant Howard • Kyle Dinaut • Dale Haynes • Brandy Meeker • David Lowenstein Project Job Management (PJM) Network Meeting TBABecky Fissell • Russ Whittington • Clint Biggers

3:00pm PDT

Come and meet the Infor Support Team TBA

3:45pm PDT

Assembly & Service Network Meeting TBAJohn Kociuba

5:00pm PDT

Presenter's Safety and Security Briefing TBA

5:15pm PDT

Happy Hour in the Solutions Center TBA

7:00am PDT

Presenter's Safety and Security Briefing TBA Breakfast TBA

8:00am PDT

(200.1) CSD Roadmap: Find Out How Cloudsuite Distribution is Innovating to Better Support your Business TBA (346) ARECE Tips & Tricks you Don't Use all the Time TBABrandy Alderman (362) Supply Chain Planning & Procurement TBA (416) Building a Dynamic Data Network Using Birst TBA (421) Infor Modern Data Architecture: Data & Analytics Strategy TBA (454) Leveraging Infor OS Extensibility TBA (216) Data Governance, Preparing to Migrate to CSD TBACarol Shinya (508) Hands-On Lab - Infor OS Applications and Introduction TBABrandon Watson (203) CSDE and M3 Cloud Roadmap TBA (601) Best Practices Learned from a Lifetime of Using FACTS TBARalph Wallace (105) Your Business Will Never be the Same: Hot Technologies 2023 TBAJim Spellos (120) Situational Leadership- it Starts with You- Understanding Everyone is a Key Role within an Organization TBASara Weith (130) Smart Selection of your Next eCommerce Platform TBA (140) What's Trending in Warehouse Automation TBAAndrew Weith

9:00am PDT

Solutions Center open TBA

9:15am PDT

Sponsor Demos TBA

10:30am PDT

General Session TBA

12:00pm PDT

Lunch TBA

1:15pm PDT

(101) Mini-Keynote: Harnessing the Power of Data: Driving Digital Transformation in the Supply Chain TBARobin McGuire (102) Mini-Keynote: AI 4 U: A-OK or No No No! TBAJim Spellos (103) Mini-Keynote: Best Practices Inventory Management with Grant Howard TBAGrant Howard

2:30pm PDT

(201.1) CSD Key Functionality Coming your Way TBA (302) Role Based Homepages & New Portal Features for CSD TBA (407) New Administrator Options (AO) in CSD TBASusan Bell (414) Best Practices for Keeping your Data Clean and Up to Date in CSD/SX.e TBANick Walter • Bryan Schneider (450) A Look at UI Extensibility Uses TBA (501) Hands-On Lab - Creating Distribution Analytics in Birst TBABill Payne (320) Infor Document Management for Users & Administrators TBABrandon Watson (333) Pricing 101: Understanding the New Improved Pricing Hierarchy TBADella Coffelt (347) APECE - Vendor Invoice Center Entry TBADeanne Zwart (372) TWL Inventory Best Practices- Cycle Counting, Physicals, and More TBAEric Cetnarski • Lauren Bruckler (204) Introduction to Cloudsuite Distribution Enterprise (M3) TBA (602) FACTS Buyers Control Center, Part 1 TBATim Plotner (112) Roundtable Discussion: Changing Business Methodologies Across the Distribution Industry TBA (124) Change Management - Let's Get Started TBASara Weith (132) Omni-Channel Sales and Fulfillment 101 – Make Your Digital Sales Channels Work for You TBA

3:30pm PDT

Afternoon Break in the Solutions Center TBA

4:15pm PDT

(324) Secure IDM Documents with Access Control Lists TBAClark Varnes (331) Pricing Tools with CSD TBA (220) Infor WMS Overview TBA (420) A Plan for Data Success: Data Discovery & Governance TBA (210) So You’ve Decided to Go to the Cloud; Tips for Project Success TBAJane Stencel • Julie Zindle (337) Managing Sales Cost TBAScott Smithson (365) Freight Terms, Billing Accounts, and Direct Order Add-ons TBAKevin Davis (375) The New HTML5 Version of TWL TBADaryl Ziegelman (405) Infor OS Homepages and Widgets TBABrandon Watson (412) Product Import - Workflow and Management of the PI Module TBADella Coffelt (507) Hands-On Lab - CSD WebUI Basics TBARoger Realsen (207) How to Consume Monthly Updates of CSDE TBA (603) FACTS Buyers Control Center, Part 2 TBATim Plotner (146) Critical Excel Tools for the Business Professional TBAJim Spellos

5:15pm PDT

Happy Hour in the Solutions Center TBA

7:00am PDT

8:00am PDT

(212) Live on CSD, Now What: Next Steps to Optimizing your CSD Experience TBACarol Shinya (321) Infor Document Management – Setup and Configuration with Ephesoft TBA (348) Exporting AR and AP Records from CSD to Excel and What to Do with the Data TBAEarl Ratliff (418) CSD File System – How to Import/Export/Sync Files in CSD – an Infor Customer’s Approach TBAMel Church • David Church (332) Strategy for Setting Up a Basic Pricing Matrix TBAKevin Young (352) Hey Siri!? Is There a Way to get Information from my ERP Even Faster and Easier? TBARob Thayer (503) Hands-On Lab - Experience Automated Document Processing with AI and IDM Capture TBA (205) Introduction & Overview to Cloudsuite Distribution Enterprise (CSDE), Look and Feel TBA (604) Jettison your Surplus Stock - the Other Side of Managing the Vault TBARalph Wallace (107) Balanced Objectives, Execution Excellence and Smart Measurement Across the Entire Organization with Grant W. Howard TBAGrant Howard (118) Women in Distribution Panel Discussion & Roundtable TBADella Coffelt • Robin McGuire (121) Project Leadership and the Importance of Conflict Resolution TBASara Weith (131) Best Practices for Promoting your Brand in the B2B Space via Digital Marketing Channels TBA (147) Power Excel for the Business Professional TBAJim Spellos

9:00am PDT

Solutions Center open TBA

9:15am PDT

Sponsor Demos TBA

10:30am PDT

General Session TBA

12:00pm PDT

Lunch TBA

1:15pm PDT

(300.1) How to Personalize the User Experience in CSD TBAErrin Bray (312) How to Make CSD Analytics your Own TBABrandy Alderman (443) Automation Using Infor OS - Creating a BOD from a CSV File TBASteve McEnany (214) Five Essentials for Planning your ERP Migration to the Cloud TBA (400) Ask the Experts Panel - Infor-Led Roundtable TBA (422) Infor Platform Technology Overview TBA (211) Successful SX.e to CSD Migration from Start to Finish: User-Led Case Study TBAWendy Jindra • Ann Luciani (335) Using PDEM to Create and Maintain Customer Pricing Records TBAKevin Young (360) Purchasing Functions / Navigation in the Demand Center in CSD TBABrandy Meeker (505) Hands-On Lab - Tridex Mobile Bin Replienishment, Cycle Count and ePOD Apps TBARoger Realsen (315) Driving Results with ProAdvisor BI TBATim Plotner • Grant Howard (304) Role Based Homepages & New Portal Features for CSDE TBA (430) A Look at Supplier and Customer Portals from a Technical Standpoint & Capabilities TBAJohan Axelsson (127) Using Improv Tools at Work to Build Teamwork and Collaberation TBABarry Kaufman (142) What will Warehousing & Distribution Look Like in 2030? TBAAndrew Weith

2:30pm PDT

(344) Accounting Refresher and New Features TBAAnna Swenson (410) Mass Maintenance in CSD TBAMark Paterson (452) Extensibility Options & Integration Techniques TBA (504) Hands-On Lab - Order Entry TBADaryl Ziegelman (226) Driving Customer Values and Successful Outcomes TBA (426) Fueling Business with Big Data in the Infor Data Lake TBA (367) Dead Stock & Surplus Inventory Roundtable TBADale Haynes (440) A Day in the Life of IT and Introducing Cloudsuite Into your Environment TBAMatt Petty (445) ION Data Fabric TBABrandon Watson (460) Automating the Regression Testing of your Environment and your Extensions TBADavid Church (206) Cloudsuite Distribution Enterprise (M3) at Work TBA (114) Distribution Executive Roundtable TBA (122) What is Emotional Intelligence and How Does it Apply to Everyone Within an Organizational Culture TBASara Weith (133) Differences in Key Features for B2B & B2C eCommerce TBA (156) Employee Security Threats: Reducing the Risks vs. Enabling the Business and Finding the Balance TBAMark Cooper

3:30pm PDT

Afternoon Break in the Solutions Center TBA

4:15pm PDT

(316) Cloudsuite Report Scheduler Tune-Up TBAJulie Zindle (447) ION Notifications TBAKevin Davis (455) Moving Beyond Personalizations with Extensions TBAScott Smithson (442) Automate your Business Processes with Infor OS TBA (325) IDM Bulk Import Utility TBALance Melnik (342) F9 for Infor Distribution – What’s the Latest with Version 6 and Why you Should Upgrade TBA (366) Customer Storage Using 3PL - a Built-In Function of SX.e TBADean Wagner (368) Managing Quantity / Units of Measure TBAKyle Dinaut (370) TWL for Beginners TBATony Bruckler (409) Event Manager TBASteve Bloesing (502) Hands-On Lab - Infor Document Management (IDM) TBARoger Realsen (135) Benefits of PWA vs. Native Apps (Mobile & Desktop) TBARyan Gambrill (436) M3 CLM, Issue Management & CRM Integrations TBA (110) Infor Coleman AI - the Complete Strategy and Vision, and Real World Success Stories TBA (143) Warehouse Metrics Everyone Should Have in Place TBALauren Bruckler

6:00pm PDT

Dinner Reception Under the Stars TBA

7:00am PDT

9:00am PDT

Solutions Center open TBA

9:15am PDT

Sponsor Demos TBA

9:45am PDT

(345) 15 Essential CSD Functions for the AR Professional TBABrandy Alderman (408) Operator Setup and Security - SASO TBAKathy Lundquist (424) Datalake – How to Access and Use your Data from the Lake TBABrian Jones • Jon Yourman (376) Systems Thinking Approach to Daily Warehouse Management TBAEric Cetnarski (323) Document Output Management and Managing Forms Templates TBARoger Realsen (334) Advanced Pricing - Beyond the Matrix TBADella Coffelt (464) Mongoose - Basic Use TBABrandon Watson (506) Hands-On Lab - Personalization and Extensibility TBAJim Hatch (361) DMP Forecasting and Planning TBAJohan Axelsson (123) Project Leadership with Emotional Intelligence (EQ)- it is More Important than you Might Think. TBASara Weith (128) Going Lean - Lessons Learned for Staying on the Road of Continuous Improvement TBABarry Kaufman (134) PIM Deep Dive - What Attributes Signify a Powerful PIM & Why it's Important TBA (154) Best Practices in Protecting your Business from the Latest Cyber Attacks TBABrian Weaver (318) Reporting Solutions Roundtable - What Works and Doesn't Work TBA (401) Technology Roundtable TBA

11:15am PDT

(336) Vendor Pricing TBAMark Paterson (402) Deep Dive!: the New Portal User Experience for CSD TBA (415) Refresh TST/TRN from PRD- How to keep your Testing and Training Tenants’ Data Refreshed TBAErrin Bray (222) Transportation Management (TM) Roadmap TBA (224) Introduction to Infor CPQ TBA (428) Replicate and Manage your Data to the Infor Data Lake TBA (444) Using the Infor OS API Gateway to Digitize the Enterprise TBA (330) Leaving $ on the Table- Pricing Optimization and Customer Stratification TBAAndrew Weith (351) GL Balancing TBASteve Bloesing (364) Managing Add-On Charges Roundtable TBAKyle Dinaut (371) TWL for Advanced Users TBATony Bruckler (509) Hands-On Lab - Advanced Extensibility TBA (373) TWL Implementation- Do's and Don'ts TBALauren Bruckler (451) Best Practices for Upgrade-Safe Extensibility TBA (328) Document Management Solutions Roundtable - What Works and Doesn't Work TBA

12:15pm PDT

Lunch TBA

1:30pm PDT

(200.2) CSD Roadmap: Find Out How Cloudsuite Distribution is Innovating to Better Support your Business TBA (300.2) How to Personalize the User Experience in CSD TBAErrin Bray (354) Electronic Transaction Control Center TBA (382) Proof of Delivery – POD Overview on CSD and your Mobile Device TBA (380) Infor Warehouse Management - from Paper-Based to a Fully Automated Warehouse TBA (423) Accessing Cloud Data TBA (434) Infor Process Intelligence TBA (339) Operational Hold Codes vs. Standard Hold Codes Updates TBAAnna Swenson (363) Advanced Inventory Management Panel Discussion and Roundtable TBABrandy Meeker • Dale Haynes (446) ION Desk Flows TBABrandon Watson (448) How to Create an ION Workflow, Start to Finish TBASteve McEnany (462) Cloudsuite Distribution: EDI TBAJim Hatch (338) Customer Order Entry Mechanisms Including Manual, EDI, Saleshub & Rhythm, Issue Management TBA (111) Business Applications of Machine Learning TBA (125) Change Management - How to Best Navigate the Culture of Change Within an Organization TBASara Weith

3:00pm PDT

(201.2) CSD Key Functionality Coming your Way TBA (465) CSD and Mongoose Development TBA (310) Re-Imagined Print-Ready Reports in Birst for your Operational Reporting TBA (314) Financial Reporting vs. Analytics vs. Operational Reporting TBA (384) Infor TM (Transportation Management) TBA (432) Deep Dive!: the New Robotic Process Automation Solution TBA (322) Creating New Document Types in Infor Document Management TBAClark Varnes (350) Company Setup - Overview of Divisionalization in CSD/SX.enterprise TBAKathy Lundquist (399) Network Meeting: CSD/SX.e (Webui) Wrap-Up Meeting TBASteve McEnany (377) Inventory Allocation...Where Are You Picking from - In-Depth Playbook of Primary Picking Locations in TWL TBALauren Bruckler (403) Deep Dive!: the New Portal User Experience for CSDE TBA