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Southwest User Group Winter Meeting

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Tuesday - December 12th, 2023

Registration and Breakfast
8:40 AM
7:45 AM
12/12/2023
SWUG Update - SWUG President- Ruma Malhotra - Concord & Main hall
8:45 AM
8:40 AM
12/12/2023
SWUG Board, And Sponsor Recognition- Ruma Malhotra, Panna Patel - Concord & Main hall
8:50 AM
8:45 AM
12/12/2023
Infor Update - Concord & Main hall
9:45 AM
8:50 AM
12/12/2023
Coffee Refiil & Vendor Greet & Meet
10:05 AM
9:45 AM
12/12/2023

Breakout Session #1

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Infor - RSS (LPL) Migration - What's New and What's Coming
11:00 AM
10:05 AM
12/12/2023
Room: Chancellor (SCM) Presenters: Joe Simpson
Come to this session on Requisition Self Service to learn what's new and coming for a consumer grade experience in requesting product and services. Gain insight into how you can create a user experience for the user that will drive compliance and efficiency."
Infor - Watch 'n' Learn: Infor Configuration Console
11:00 AM
10:05 AM
12/12/2023
Room: Champanel (IT) Presenters: Don Peterson
Infor Configuration Console is to Infor Landmark-based applications as Infor Lawson Design Studio is to Infor Lawson Portal and Scripting is to Infor Smart Office. Come and see some of the things you can do with Infor Configuration Console to get your Infor Landmark-based applications more finely tuned to how you do your work.
MHC
11:00 AM
10:05 AM
12/12/2023
Room: ConCord - 1 (Finance)
Nuvei/Paya - FSM’s Billing & Receivables Portal
11:00 AM
10:05 AM
12/12/2023
Room: Chenin Blanc (HR) Presenters: Cole Valadez
Nuvei/Paya - Experience a brief walkthrough of CloudSuite FSM’s Billing & Receivables Portal powered by Nuvei. The Billing & Receivables portal (BRP) is an off the shelf solution within CloudSuite FSM to allow your customers to view, track and manage invoice history, payments, status, and notifications. With integrated payments, customers can log into a portal, select which invoices to pay, and enter their payment information securely. With automatic cash application, reconciliation becomes a breeze!

Breakout Session #2

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Cendien- Infor OS Portal
12:00 PM
11:05 AM
12/12/2023
Room: ConCord Presenters: Javier Silva
Cendien - Infor OS portal is a common user interface for Infor CloudSuite, a cloud-based enterprise resource planning (ERP) platform. It allows users to access various applications, features, and information from one place. It also provides contextual intelligence and insights through Smart Panel, a tool that shows relevant data and content based on the user’s role and task. Infor OS portal is designed to enhance user experience, productivity, and performance
Gforce - How to go-live on FSM in only 6 months From V10 And V9!
12:00 PM
11:05 AM
12/12/2023
Room: Champanel (IT) Presenters: Darrin Michael
Come to this session to learn about how easy it can be to migrate to FSM from V10 or V9 in just 6 months.
Infor - Supply Chain Disruptions and Best Practices for Substitute, Rush Order & Backorders
12:00 PM
11:05 AM
12/12/2023
Room: Chancellor (SCM) Presenters: Ryan Kellogg
Here at Infor we know Supply Chain volatility has always been a part of the world in which we operate, but the past few years have made it clear this trend isn't going away anytime soon. Come to this session to learn what FSM is doing to improve your resiliency in the face of mounting Supply Chain disruptions with focus on such themes as Substitute vs. Replacement Items, Special Handling & Rush Order processing, Supply Chain visibility, PO Acknowledgements, and Backorder management."
Intellias - Infor Payroll Year End Checklist
12:00 PM
11:05 AM
12/12/2023
Room: Chenin Blanc (HR) Presenters: Niki Kimball
Intellias- Every year, the IRS has changes and requirements for organizations to figure out in a very short timeline. And whether it's your first or tenth payroll year end process, we could all use some help remembering the steps for payroll year end and printing W-2's. In this session we will walk through the Checklist that includes all the Infor/Lawson Payroll Year End Processes that you need to know. We will also discuss any new and exciting topics from Infor’s Year End Payroll Week webinars. Join us to get a head start on the Infor Payroll Year End process and be better prepared for the busy end of year and January W-2 processing.
Lunch
1:00 PM
12:00 PM
12/12/2023

Breakout Session #3

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Infor - New Workspaces and unified experience for Recruiters, Employees and Managers
2:00 PM
1:00 PM
12/12/2023
Room: Chenin Blanc (HR) Presenters: Thomas Do, Maciek Makarski
Infor - In this session, we'll demo new Portal Workspaces and composable widgets designed to give your frontline employees + managers a single, unified employee experience along with a new dashboard-oriented Workspace to help improve productivity of your Talent Acquisition teams
Infor - Spreadsheet Designer for the power user
2:00 PM
1:00 PM
12/12/2023
Room: Champanel (IT) Presenters: Don Peterson
Infor - Learn to be a Spreadsheet Designer power user. You'll see how this user-friendly tool for Microsoft Excel can be used to build and share query and upload templates, troubleshoot an upload, and build difficult uploads and queries. You'll also learn how to use the new batch upload feature."
Infor - What's New & Next in Infor Payroll
2:00 PM
1:00 PM
12/12/2023
Room: Chenin Blanc (HR) Presenters: Dan Bruetting
HR Payroll continues to be extended and enhanced since being launched in December 2019. Join this session to learn how we continue to invest in this product and what is planned for 2023 and beyond
Infor General Ledger Financial Reporting and Operational Reporting Capabilities
2:00 PM
1:00 PM
12/12/2023
Room: ConCord - 1 (Finance) Presenters: Ron Newberry
Infor has made significant investments in both General Ledger and Operational Reporting capabilities. Attend this session to learn how to use the right tool to get the most data out of Infor in a meaningful manner.

Breakout Session #4

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Infor - FSM Contract Management Redline Process with an overview of DocuSign
2:55 PM
2:05 PM
12/12/2023
Room: Chancellor (SCM) Presenters: Ryan Kellogg
Make the most of your time managing contracts! Learn more about the new functionality within Contract Management and how these flexible features can manage spend and drive compliance for your organization.
Infor - Landmark Async for the end user
2:55 PM
2:05 PM
12/12/2023
Room: Champanel Presenters: Don Peterson
Learn how Infor Landmark asynchronous queues framework (async) is fundamental to any Landmark technology platform-based application’s operations and how this powerful engine applies to business end users' various actions related to Landmark technology
Infor - Payables Leveraging new capabilities
2:55 PM
2:05 PM
12/12/2023
Room: ConCord Presenters: DeMonte Miller
Come learn in this session about features that will assist you in automating your payables process: Laser check printing, customizing the payment output from your payables payment run, Searching for invoices best practices, bring your questions for an open
Infor Human Capital Management: Vision, Release Highlights + Roadmap Outlook
2:55 PM
2:05 PM
12/12/2023
Room: Chenin Blanc (HR) Presenters: Thomas Do and Maciek Makarski
In this session, we’ll showcase notable new enhancements and capabilities from our 2023 releases across the entire HCM suite (WFM, HR Talent and HR Payroll). We’ll also share our vision for the future of our products, employee experience and generative AI and present our longer-term roadmap.

Breakout Session #5

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Infor - Round Table Discussion/Ask the Experts - Functional (Finance and Accounting)
4:25 PM
3:30 PM
12/12/2023
Room: ConCord - 1 (Finance) Presenters: Joe Simpson
Infor, Come visit with an experienced consultant and other customers to discuss your questions and issues related to your system. Get quick answers or suggestions, or schedule a follow up to get past your pain points.
Infor - Round Table Discussion/Ask the Experts - Functional (Supply Chain Mgt, Materials,Procurement )
4:25 PM
3:30 PM
12/12/2023
Room: Chancellor (SCM) Presenters: Ryan Kellogg
Infor - Come visit with an experienced consultant and other customers to discuss your questions and issues related to your system. Get quick answers or suggestions, or schedule a follow up to get past your pain points.
Infor - Round Table Discussion/Ask The Experts - Functional (HR Talent)
4:25 PM
3:30 PM
12/12/2023
Room: Chenin Blanc (HR) Presenters: Thomas Do and Maciek Makarski
Come visit with an experienced consultant and other customers to discuss your questions and issues related to your system. Get quick answers or suggestions, or schedule a follow up to get past your pain points.
Round Table Discussion/Ask The Experts - IT
4:25 PM
3:30 PM
12/12/2023
Room: Champanel Presenters: Don Peterson
Infor - Come visit with an experienced consultant and other customers to discuss your questions and issues related to your system. Get quick answers or suggestions, or schedule a follow up to get past your pain points.
Happy Hour @ Chill Bar! 814 S Main St, Grapevine, TX 76051
6:30 PM
4:30 PM
12/12/2023

Wednesday - December 13th, 2023

Registration and Breakfast - Day 2
8:30 AM
7:45 AM
12/13/2023
Gold Sponsor - Cendien Update - General Session
9:00 PM
8:30 AM
12/13/2023
Gold Sponsor - Intellias Update - General Session
9:35 AM
9:05 AM
12/13/2023
Coffee Refill & Vendor Greet & Meet
10:05 AM
9:35 AM
12/13/2023

Breakout Session #1 - Day 2

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Able Ventures - Understanding Data Analytics and Reporting with Infor CloudSuite & V10
10:55 AM
10:05 AM
12/13/2023
Room: Champanel Presenters: Matthew Nye
Able Ventures - Join for an overview of what tools you have at your disposal when trying to get your data out of the cloud and V10, and into the hands of your business users. Discussed will be the importance of the data model on your tool selection; from 3rd party tools to whats coming with Lake House, as well as pros and cons of the specific tools in the Infor product set (Birst, GL Adhoc Report Deisgner, AppStudio or custom LPL Reports) versus utilizing 3rd party vendor tools (Tableau, PowerBI, ect) and how to successfully implement a holistic solution that will have the largest ROI for your cloud reporting efforts.
BarCodes - Unleash the Power of Technology with Innovative SCM Solutions
10:55 AM
10:05 AM
12/13/2023
Room: Chenin Blanc
Discover how cutting-edge technology can revolutionize your SCM workflows and standardize your organization with multipurpose tools that address common pain points
Streamlining Financial Operations: Automated BAI2 Integration for Cash Receipts and Disbursements
10:55 AM
10:05 AM
12/13/2023
Room: ConCord
Apex Systems– Formerly Avaap Infor Business , Massimo Emilione - Discover our project's success in automating cash transactions and reconciliation with BAI2 integration. Join us to see how we've streamlined operations, boosted efficiency, and improved financial accuracy.

Breakout Session #2 - Day 2

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Christus Health - General Ledger Reporting - Using A combination of Toolsets to Enhance Reporting in FSM
11:55 PM
11:00 AM
12/13/2023
Room: ConCord Presenters: Lotia, Muzammil
Christus Health, Lotia, Muzammil <muzammil.lotia@christushealth.org> - Learn how and which tools Christus used outside the INFOR delivered reports to enhance reporting in General Ledger. This could be a combination of - Application Studio for BI FSM Reporting, Excel-Integration Tool, INFOR Data Lake, INFOR Homepages (to switch to Workspaces but at least gives an idea of to use it for navigation)
Infor - Using Infor Document Management (IDM) and IDM templates within Finance and Supply Chain Management
11:55 PM
11:00 AM
12/13/2023
Room: Chancellor Presenters: Joe Simpson
"Infor - Come learn about how to leverage Infor Document Management and the pre-delivered templates to create high quality and configurable business documents.
Lunch Day 2
1:00 PM
12:00 PM
12/13/2023

Breakout Session #3 - Day 2

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Infor - Bring Your Questions For Reporting on V10
2:00 PM
1:05 PM
12/13/2023
Room: Chenin Blanc
Come visit with an experienced consultant and other customers to discuss your questions and issues related to your Reporting on V10
Infor - HCM Reporting & Analytics Highlights + How To
2:00 PM
1:05 PM
12/13/2023
Room: ConCord Presenters: Thomas Do and Maciek Makarski
Infor - In this session, we’ll highlight recent new capabilities related to reporting and analytics across our Human Capital Management suite and do a hands-on demo of how reports can be easily created and modified with little technical knowledge.
Infor - How to efficiently process invoices using Invoice Matching
2:00 PM
1:05 PM
12/13/2023
Room: Chancellor Presenters: Patti Wright
Infor - Processing and Error handling in Auto Match -highlight new error summary report, Match Reconciliation Work List explained ,Messages created in the Match Process and how to resolve
Infor - Lawson Add-ins for Microsoft Office—For the power user
2:00 PM
1:05 PM
12/13/2023
Room: Champanel Presenters: Don Peterson
Infor - Learn to be a power user. You'll hear how to troubleshoot an upload, build difficult uploads, and incorporate Drill Around into query results so you can Drill Around on your data.
Prizes & GiveAways With Snacks - Concord
2:25 PM
2:00 PM
12/13/2023

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Tags

IPA
User Groups
Regulatory Enhancement Request

When & Where

Tuesday, December 12th, 2023 → Wednesday, December 13th, 2023
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Grapevine Convention Center
1209 South Main Street
Grapevine,Texas76051
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Organizer

Loring Kaveney
Ruma Malhotra
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