| The following
breakout sessions are scheduled for Expandability 2005. |
| Expandable classroom
training instructor Beth Herner presents T-accounting for two
of the most frequently asked questions on the Expandable hotline.
Beth will teach you how to use the Order Class and Product Line
Parameters to manage the COGS and Revenue accounts on a Sales
Order. |
| Spam, spyware
and computer viruses are a daily threat to network security
and your corporate assets. Find out from expert Expandable users
and IT professionals the wealth of firewall tools, appliances
and techniques that help you maximize system and network security. |
| Expandable’s
Director of Customer Support, Jeannie Fitzgerald, moderates
a discussion on month-end close procedures and provides best
practices for minimizing month-end headaches. Bring your questions
and observations to spark group discussion. |
| Audit trails
and system security are key factors in gaining Sarbanes Oxley
and/or FDA compliance. Expandable's Manager of the Professional
Services Group, Bill Humphrey, illustrates the security benefits
of the Audit Log module and differentiates between Microsoft's
password encryption and Expandable's Advanced Security Module. |
| As with most
complex tools, 80% of your productivity in Expandable can be
accomplished using just 20% of the features. Expandable’s
training instructor, Beth Herner, will illustrate how you can
increase your productivity in Expandable by mastering just a
few simple tools. Query by Example (QBE), Inquiries and hot
keys are featured. |
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| Gisli Hermannsson
of IP Unity illustrates how he reconciles checking account transactions
and bank statements using the Expandable bank reconciliation
program. |
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| Excel is arguably
the single most-used software tool in the business world. Using
ODBC, you can import Expandable data to Excel pivot tables.
In those tables the data can easily be resorted, summarized,
drilled into and re-dimensioned in a variety of ways. Replace
a dozen reports with a single pivot table and let users view
the right information in the mode that makes most sense to them. |
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| Tom’s of
Maine manufactures all-natural consumer products (like toothpaste,
deodorant, and mouthwash). We use Expandable MRP as the engine
to translate our forecast into a production plan and a purchasing
plan. This session will cover our business process around Expandable
MRP that achieves better than 99% customer service levels with
minimum inventory. We will also cover the details required to
1. prepare the data to run MRP and 2. utilize the data coming
out of the MRP. Those details include uploading the forecast,
using order quantities/lead times/bills of material, setting
the safety stock levels, using the Workbench feature, and creating
Crystal Report outputs bucketed by month. |
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| Microsoft provides
free server-based reporting software with SQL Server 2000 that
you can use to author, manage, and deliver both paper-oriented
and Web–based reports. Clarice Buckmaster provides insight
on how she uses the tools to build reports for ECCO outside
of Crystal Reports. |
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Expandable’s Executive Information (EI) module can be
customized to track key metrics that monitor the health and
performance of your operation. Expandable support representative,
Bob Amalfitano, delivers an informative look at customizing
the EI tool, including linking information out to Excel, Crystal,
pivot tables and graphs.
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| BYOM - "Bring
Your Own Metrics" - Bob will also showcase any matrix that
a user brings with them along with any supporting report. If
you would like to share your handy work with others bring yours
with you. You can join Bob and show it or have him do it for
you. |
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| PREPARE, PREPARE,
PREPARE! Don’t wait until the day of your physical inventory
to learn how to use the tools provided by Expandable. Support
representative John Yarbrough provides tips and suggestions
for effective inventory management, including cycle counting
and wall-to-wall physical inventory. |
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| Jeannie Fitzgerald
and Pat Hales of Expandable will co-chair this special interest
group (SIG) discussion focusing on finance and accounting issues.
This forum is key to sharing tips and tricks with peers and
identifying techniques practiced by the most experienced users.
Bring your questions, comments and tips. |
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| Expandable training
and support representatives outline features added to the latest
release of Expandable, including new tables and new fields in
existing tables. An overview of the added Rights Options and
an introduction to the new optional Consignment Inventory module
will also be presented. |
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| SalesLogix Query
Builder is a powerful tool for ensuring proper management of
customer contacts and sales accounts. Expandable's SalesLogix
experts will provide an introduction to Query Builder including
creating dynamic groups, releasing groups to individual users
and sending data out to external programs. |
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| This session
presents a high level review of the integration touch points
between Expandable and SalesLogix including how to generate
the RMA record (both NS and RA Sales Order) from within the
SupportLogix client. Key features covered: Entering Sales Orders
from the sales client, generating quotes from SalesLogix accessing
Expandable data, transferring Accounts from SalesLogix into
the Expandable system and accessing Expandable data within the
sales client. |
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| Expandable's
Labor Time Collection module tracks labor information as workers
clock in and out of specific Jobs. Expandable's Bill Humphrey
goes in-depth to explore the finer points of deploying the module
and capturing labor data via ID badge barcode scanning or keyboard
entry. |
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| Bill Humphrey
demonstrates several productivity tools recently developed by
his professional services group including the BOM upload, Part
Plan Upload, Journal Voucher Budget Upload, Shipping Interface
and Engineering BOMs. |
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| Expandable support
representative Bob Amalfitano shows how Report Manager improves
data retrieval with custom prompts and parameters for standard
reports, how to develop work flow categories and how to incorporate
your custom crystal reports into a seamless menu-driven reporting
system. Also addressed is cost justification and conversion
times for custom reports. |
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| Material supply
processes are arguably one of the biggest areas of cost for
manufacturers. David Ginsberg of Sonic Manufacturing describes
how he minimizes procurement costs and reduces material inventory
by practicing collaborative manufacturing using iSpring to facilitate
approvals, manage exceptions, handle supplier response and perform
alternate supplier checks. |
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| Electronic Controls
Company (ECCO) has integrated JIT principles by creating work
cell demand reports that reflect real demand for each production
line based on real orders. Susan Town and Expandable's Kevin
Bobst explain the JIT techniques you can employ in building
production floor work cell reports using Crystal. |
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Product lifecycle
management (PLM) technology provides a means for managing product
data in a single, secure location. PLM is helping companies
improve their overall product development process by improving
communication, eliminating inefficiencies and reducing development
cycles. Integration between ERP and PLM systems offers instant
access to the most current product data, delivering the visibility
necessary to effectively manage bill of materials (BOMs), engineering
changes (ECOs), documentation, and product data.
With the interface to Expandable, you can manage your ECO process
in the Omnify PLM system, electronically communicating change
requirements for fast review and approval. Omnify Software’s
bi-directional integration with Expandable offers a single database
to combine your engineering and business data, allowing you
to publish item master data, vendor data, BOM, and ECO/Change
information to Expandable as well as read data from Expandable
(Costs, Inventory, Status, Vendor data) into Omnify. This session
will review the concept and benefits of integrating ERP and
PLM environments. |
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| Targeted towards
new and existing users of the Microsoft® Business Solutions
– FRx, this tutorial provides a review of basic FRx report
writing fundamentals and valuable report design tips. |
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| This session
introduces the new features and functionality that have been
added to FRx in the last year, including the new FRx Report
Manager and FRx Report wizard. |
| Includes an in-depth
review of Microsoft Business Solutions – FRx Forecaster,
the quick, easy way to control the entire budgeting and planning
process. With FRx Forecaster, firms can create budgets that
are accurate, realistic and achievable. |
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| It's critical
that only the most current versions of enterprise-wide documents
be published, but it's not easy to manage revisions when multiple
individuals access documents to make changes. Expandable's Kent
DeWolf shows how Powerway® Document Manager provides secure
document and data control, document revision history and a distinct
audit trail for each document. |
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| Critical email
alerts can be overlooked when delivered into a mail box full
of unrelated messages. KnowledgeSync’s “webcasting”
technology enables your organization to monitor notifications
that are dynamically posted to one or more HTML (web) pages.
Expandable’s Kevin Prim shows how to consolidate alerts
in a central location where your employees, business partners
or other key constituents can monitor events using a web browser. |
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| It's hard to
get excited about a technology that pundits claimed would disappear
when XML was released to the supply chain community, yet Electronic
Data Interchange (EDI) has retained enormous staying power.
Many suppliers are learning that in order to continue serving
major customers, they need to embrace this mature, yet sometimes
intimidating technology. This session, presented by Mark Kraus
of Tom's of Maine, will present the basic elements and concepts
behind EDI — the acronyms used, the software required —
and will explore options for implementing EDI at your organization. |
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| Support representative
Kevin Bobst demystifies the costing process in Expandable by
providing guidelines for when and how to perform cost roll-ups.
Bring your questions and suggestions. |
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| The European
Union has been leading the world-wide drive for the electronics
industry to become more environmentally friendly. Through directives
like Restriction of Hazardous Substances (RoHS) and Waste Electrical
and Electronic Equipment (WEEE) we are being asked (or told)
to design product differently and to manage the entire product
lifecycle from an environmentally conscious perspective. |
Supplier and
component selection is no longer just a supply chain issue;
it now becomes a potential legal and market issue as well. How
does this impact product design? What are the data management
issues? What can you do to make sure your products comply? How
can your company turn this into a competitive advantage? Michael
Kirschner of consultancy Design Chain Associates walks you thought
the challenges and opportunities.
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