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Carolina Spring 2018 Meeting

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ATTENTION VENDORS: 

Thank you for your overwhelming response!  We are out of table and presentation slots. 

Thanks, Beth

Carolinas Spring 2018 Meeting

Host:  Cone Health System

Campus Location:  Women’s Hospital – Education Center

801 Green Valley Road

Greensboro, NC  27408

Get Driving Directions

Date:  March 30, 2018

Price:  Free

To review the aganda please look to the upper right hand cormer to select "Session".

The meeting will be 8:30 AM to 3:30 PM, with breakfast at 8 AM.  Lunch is provided.

Follow the Carolinas Group for more updates. 

We look forward to seeing you there!

Carolina Lawson User Exchange Executive Board

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Tags

IPA
User Groups

When & Where

Friday, March 30th, 2018 from 8:30AM to 3:30PM (US/Central)
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Cone Health Women’s Hospital Education Center
801 Green Valley Road Greensboro
Greensboro,NC 27408
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Organizer

Loring Kaveney
Cindy Minter
Highfill Beth
Joseph McDevitt
Yvonne Cheslog

Sessions

 
Title
End
Start

Friday - March 30th, 2018

Registration, Breakfast
8:30 AM
8:00 AM
03/30/2018
Room: Conf Room # 5 - 6
Registration 8-8:30 AM. Breakfast buffet available 7:45 AM to 9 AM. Visit your vendors!
Welcome and Announcements
8:40 AM
8:30 AM
03/30/2018
Room: Conf Room # 1 - 2 Presenters: Beth Highfill
Kick-off our CLUE March 30, 2018 meeting
LGUG Update
8:55 AM
8:40 AM
03/30/2018
Room: Conf Room # 1 - 2 Presenters: Joe McDevitt
LGUG update from Joe McDevitt, Cone Health
"Moving to V11: Current Customer Migration"
10:00 AM
9:00 AM
03/30/2018
Room: Conf Room # 2 Presenters: TEAMabsolute - Kent Jacobson, CEO; Live Presentation
If you're on V9 or V10, you'll want to attend this session to learn more about Infor OS and the new migration tools. It doesn't matter if you're on premise or in the cloud, we have it covered.
"Optimize CloudSuite/BIRST Migration Using Align & Define"
10:00 AM
9:00 AM
03/30/2018
Room: Conf Room # 1 Presenters: Avaap - Charles Beck; Live Presentation
Clients looking to determine cloud migration strategies to optimize Infor CloudSuite applications portfolio and their new Birst Analytics/Reporting solution should begin the planning effort early. The presentation will help educate the audience on key issues around methods, practices, planning, resource needs, refactoring Lawson tools and migration acceleration options for leveraging Infor's next generation cloud applications.
Basware - Stepping Up Your ERP Game: Layering On Purchase-to-Pay Seamlessly and Securely
10:00 AM
9:00 AM
03/30/2018
Room: Conf Room # 4 Presenters: Basware - Kevin Bonsall, Senior Product Manager; Live Presentation
Does your organization currently experience gaps in the process of ordering, receiving, and paying for goods and services? How much employee time is spent manually routing and correcting items throughout the purchase process? Are department heads frustrated with a lack of visibility into what has been purchased? In this session, we’ll discuss the ways purchase-to-pay complements your existing technology stack and provides vast benefits to your purchasing and AP functions. We will also dive into the details of integration, and how even organizations with complex or multi-ERP environments can expect: • Reduced complexity using integration templates for customer ERP, Cloud-ERP and supporting IT systems • Flexibility and simplicity working with complex, multi-ERP environments • Quick and simple integration to third party punch-out web shops
G G Solutions - IPA Best Practice Methodologies
10:00 AM
9:00 AM
03/30/2018
Room: Conf Room # 5 Presenters: G G Solutions - George Graham; Live Presentation
In this session we will cover moderate to advanced IPA development topics - along with IPA Best Practice methodologies...and along the way identify how ipaSolutions can deliver these advanced techniques without the need to develop them yourself. Introducing the revolutionary way to deliver and manage Infor Process Automation content that drastically reduces development time, standardizes that development across the enterprise, and provides robust content management of process automation deliverables to business users. WSYWIG editors for items like email text and content, fully customizable process definitions such as file location and name/Job Definitions/Business Classes, etc..., robust and dynamic user defined error handling and routing, fully customizable in baskets to display only what you want, definable IPA initiation forms with user defined data capture and descriptive instructions, manage task and category assignments for approvals, and much, much more - all without ever touching the flow or access to IPA Administrator tools! This presentation is for both developers and end users.
Coffee Break & Vendor Visits
10:30 AM
10:00 AM
03/30/2018
Room: Conf Room # 5 - 6 Presenters: Vendors
Visit the Vendors. Drop off your business cards and/or fill out a registration slip for prizes. Vendors will draw for prizes at 12:30 PM.
"Getting Started With Spreadsheet Designer"
11:45 AM
10:30 AM
03/30/2018
Room: Conf Room # 4 Presenters: Infor - Don Peterson; Live Presentation
See how this user-friendly tool for Microsoft Excel can generate ad hoc queries and automate data uploads. You'll hear tips that, as a general user of Spreadsheet Designer, you may not have discovered on your own.
"Procure-to-Pay Document Automation & Visibility from MHC Software"
11:45 AM
10:30 AM
03/30/2018
Room: Conf Room # 1 Presenters: MHC Software - Chris Rademacher; Live Presentation
Looking for easy ways to streamline your procure-to-pay processes and improve internal communication? Learn how MHC Software can help your organization quickly and securely access information and documents within the context of everyday Infor Lawson business functions. Attach supporting documents to requisitions in Infor Lawson RQC, automate AP invoice handling and quickly retrieve all the key related documents in the procure-to-pay process (including requisitions, customized POs, invoices, AP payments, receiving documents, contracts and more).
GHR - "The RPI Implementation Approach & Methodology"
11:45 AM
10:30 AM
03/30/2018
Room: Conf Room # 2 Presenters: RPI - Melissa Olsen, HCM Practice Manager; Live Presentation
Infor Global HR will provide the foundation for a workforce that is aligned strategically with your organization’s mission. But how can you ensure that you will maximize its powerful features right out of the gate? GHR expert Melissa Olson will show you the right approach to a GHR implementation and discuss the considerations, implications and things you need to do to make sure your implementation is a success and that you’re leveraging the power of Infor’s GHR solution from day one.
IPA - "Creative Uses for IPA"
11:45 AM
10:30 AM
03/30/2018
Room: Conf Room # 5 Presenters: Intellias - Jake Michael On-Site & Conference Presentation
Whether your organization is new to Infor Process Automation (IPA) or you have been working with ProcessFlow for years, everyone can benefit from taking a look at a few creative ways we have implemented this tool to simplify processes and resolve issues.
Lunch & Vendor Showcase
12:30 PM
11:45 AM
03/30/2018
Room: Conf Room # 5 - 6
Enjoy lunch & Visit the Vendor tables & Network with your peers
Infor Update by Don Peterson
12:30 PM
12:00 PM
03/30/2018
Room: Conf Room # 1 Presenters: Don Peterson
Grab a plate, enjoy your lunch, and come visit Infor - Don Peterson for the Infor Update.
Vendor Drawings
12:55 PM
12:30 PM
03/30/2018
Room: Conf Room # 5 - 6
To qualify for the vendor giveaways, please get your card stamped. Vendors will draw from your business cards and/or registration slips for their prizes.
Finance Session - "MHC Imaging & Automation Solutions for Infor Lawson AP/SCM/HR"
1:55 PM
1:00 PM
03/30/2018
Room: Conf Room # 1 Presenters: MHC Software - Chris Rademacher; Live Presentation
Want to have quick and secure access to the documents you need to effectively manage your organization? Come learn how MHC Software's Image Express not only provides access to information and documents within the context of everyday Infor Lawson business functions but also automates otherwise manual processes through intelligent data capture and electronic forms.
HR Session - "Benefits and Absence Management"
1:55 PM
1:00 PM
03/30/2018
Room: Conf Room # 6 Presenters: ROI - Ann Morris, Principal HCM Consultant; Live Presentation
Join ROI HCM & Payroll Expert for these topics: The presentation will cover set up, configuration considerations, and preparation for the new Benefits and Absence Management Modules.
HR/Payroll - "S3 HR/Payroll to GHR Differences"
1:55 PM
1:00 PM
03/30/2018
Room: Conf Room # 2 Presenters: RPI - Melissa Olson, HCM Practice Manager; Live Presentation
Are you considering the move from Lawson S3 HR/Payroll to Infor GHR - a world class, 21st Century, Human Capital Mgmt system. Come and not only learn the differences but things you can do in advance to make your project more successful and make it more affordable.
Supply Chain Session - "New Android Handheld Data Terminals"
1:55 PM
1:00 PM
03/30/2018
Room: Conf Room # 4 Presenters: emkat - Chris Kane; Live Presentation
New Android Handheld data terminals certified for use with Lawson MSCM. See current certified Android data terminal options and future options available for MSCM. Discuss trends and best practices with data collection equipment, MDM software and security.
Technology Session - "Ask the Expert"
1:55 PM
1:00 PM
03/30/2018
Room: Conf Room # 5 Presenters: TEAMabsolute - Kent Jacobson, CEO; Live Presentation
In this presentation, we bring in a skilled expert to talk to about anything the customers want. We send out a survey to all CLUE attendees before the meeting and they can submit topics they would like to discuss. This allows our team to prepare ahead of time, but we also encourage additional questions at the meeting. It is more of an open dialogue to really engage with customers, share our experiences, and provide them with the information they have been looking for. Our expert is Kent Jacobson, CEO TEAMabsolute with over 20 years experience in the Infor Lawson realm.
Finance Session - "Keep Your General Ledger General" & "Redesign of GL in CloudSuite"
3:00 PM
2:00 PM
03/30/2018
Room: Conf Room # 5 Presenters: GForce Technology - Greg Gotlin, Solutions Architect/Founder of GForce Technology Consulting; Live Presentation
We decide to combine both topics: "Keep Your General Ledger General" and the "Redesign of General Ledger in CloudSuite". Chart your course in best in class ledgers by leveraging your sub-ledgers to organize and simplify analysis and reporting. The general ledger is the shelf that all the books sit on so a good structure is crucial. A best in class ledger will streamline your reconciliation process and provide the necessary details for analysis and will improve reporting. Additionally, it will keep the general ledger general, increase controls, remove redundant details as well as reduce IT dependency for the extraction of data. Plus, learn how you will be able to leverage the redesign of General Ledger in CloudSuite to quickly gain business insights. The power is now in your hands to establish industry specific dimensions that drive your business. Bring in non-GL and operational data into the General Ledger to create a data warehouse and advance your financial analytics.
HR Session - "HCM Roundtable with HCM/Payroll Expert"
3:00 PM
2:00 PM
03/30/2018
Room: Conf Room # 6 Presenters: ROI - Ann Morris, Principal HCM Consultant; Live Presentation
Join the ROI’s HCM/PR Expert for a roundtable discussion for all your HCM and Payroll questions, including anything covered or not covered in the morning and afternoon HCM sessions.
Payroll Session - "Document Imaging & Self-Service Solutions for HR/Payroll"
3:00 PM
2:00 PM
03/30/2018
Room: Conf Room # 1 Presenters: MHC Software - Chris Rademacher; Live Presentation
Want to learn how document imaging can reduce the stacks of paper in your HR files? How workflow automation can expedite HR processes such as payroll setup and salary review approvals? How document self-service can reduce the burden of generating and distributing W-2 reprints to employees? Join MHC Software as we discuss the benefits of Infor Lawson-integrated imaging and self-service and review MHC’s solutions to simplify employee document management for HR and Payroll.
Smart Office
3:00 PM
2:00 PM
03/30/2018
Room: Conf Room # 2 Presenters: Cone Health - Mike Wade; Live Presentation
This presentation will cover tips and tricks on using LSO such as basic functionality, user customizations, widgets and a LSO vs Portal comparison. LSO is designed for application users with 75% or greater of their daily duties being processed within the application. This presentation will benefit any new/existing LSO users or any users wanting to implement LSO for the first time.
Technology Session - "Getting the Most Out of Infor Spreadsheet Designer"
3:00 PM
2:00 PM
03/30/2018
Room: Conf Room # 4 Presenters: Infor - Don Peterson; Live Presentation
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 will also learn how to use the new batch upload feature.
CLUE Meeting Wrap-Up & Gift Drawings
3:30 PM
3:10 PM
03/30/2018
Room: Conf Room # 5 - 6 Presenters: CLUE Board
Gather in Conf Room # 5 - 6 for our drawings - you must be present to win. Offer suggestions for our next meeting. Please let us know if your site can host our next CLUE Meeting!

About Carolinas User Exchange

The Carolinas User Exchange, independent of Infor, is a community of Infor users in North Carolina and South Carolina. Our mission is to provide a platform for networking, sharing best practices and collaborative problem-solving.
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