Expandability 2007 - Sessions
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Conference Breakout Sessions
The following topics are scheduled for conference breakout sessions. See the Session Schedule for specific times and presenters.

When to Use Shop Routing

Expandable’s Shop Routing function is no longer an optional module – everyone who uses Expandable has it on their system. Expandable’s Bob Amalfitano provides an overview of the module and offers tips for striking the right balance between complexity and usability.
What's New in Expandable Release 8.1.3
Expandable training manager Beth Herner outlines features added to the latest release of Expandable including the Information Links Editor, password encryption, encrypted credit card numbers and increased batch and invoice number sizes. Also addressed is a review of the new fields added to Inquiry screens and new tables added to the database.
Microsoft SQL Server 2005

Discover some of the new features and functionality in SQL Server 2005, the next-generation data management and analysis solution from Microsoft. SQL Server 2005 advances your data infrastructure in three key areas: It makes your enterprise data more manageable, your developers more productive, and your business intelligence (BI) more comprehensive. Microsoft’s Lynn Langit (blog at http://blogs.msdn.com/SoCalDevGal) presents an overview of SQL Server 2005, including Integration Services, Analysis Services, and Reporting Services.

RFID Beyond Wal*Mart
Wal*Mart has ignited a firestorm of interest in RFID (Radio Frequency Identification). But they're not the only ones using this powerful technology. Come hear about the many, many uses of RFID, from the everyday to the oddly creative. Learn the possibilities and the pitfalls, and find out how RFID can be put to work for you. Bring your questions and ideas to this interactive forum.

Building a Cash Flow Statement with Microsoft FRx and Other Tips and Tricks to Simplify your Financial Reporting

In this session, you'll learn how Microsoft FRx can help meet your financial reporting needs through a series of straight-forward product capabilities. We will focus on building a simple Cash Flow Statement, using Microsoft FRx Report Wizard to create reports in seven easy steps, and how to customize your reports with reusable building blocks. You will learn how to create customized reports, easily create reports by pulling data directly from your general ledger, see how to use ranges and wild cards, control the way debit and credit balance accounts are displayed, and more. Reporting trees will be introduced, allowing for financial analysis based on your chart of accounts. You'll walk away with an understanding of how Microsoft FRx helps make your financial reporting accurate and efficient.
Handling Consigned Inventory with Expandable
Keeping track of inventory items that are temporarily in the field for evaluation or on loan reduces inventory write-offs. John Yarbrough of Expandable explains how to use the Consignment Inventory module to maintain visibility of off-site inventory items. The session will cover different consignment scenarios and best practices for handling consigned inventory.
Finance and Month End Close Rountable
Jeannie Fitzgerald and Pat Hales of Expandable co-chair this special interest group (SIG) discussion focusing on finance and accounting issues, including month end closing. 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.

Automate the Flow of Design Information Throughout the Product Lifecycle- Creating a synchronized environment between Expandable and Omnify Software

Competitive pressures are forcing manufacturers to develop more products in less time and do it profitably. With dispersed design and manufacturing teams and silos of product data, a key factor in maintaining a competitive edge is to ensure that all departments involved in the product development and manufacturing cycle have access to current and accurate product data. Tim Rivers, Corporate Director of Information Technology for Radyne Corporation, discusses the importance of automating the flow of product data from design conception to production. Attend this session to learn how creating a synchronized environment between Expandable and Omnify Software allows the automation of manual process, gives better visibility into how the processes are functioning, and is shortening engineering change processing time for Radyne’s Xicom division.

SharePoint Office Server

Understand planning, architectural, deployment and maintenance concepts surrounding SharePoint Office Server. In this session, Microsoft’s Lynn Langit discusses best practices for utilizing SharePoint in your enterprise. Topics will include SharePoint lifecycle planning, Taxonomy capture, Migration from file servers and utilization of collaboration and search capabilities. Lynn’s discussion will be based on her own real world experience as a SharePoint architect (prior to joining Microsoft), as well as information from the SharePoint team at Microsoft.
Creating Executive-level Metrics in Expandable Using Crystal Reports
Expandable’s Bob Amalfitano demonstrates how he uses Crystal to report executive-level business performance metrics. Bob will use following metrics to illustrate how information is input, where it is stored and how to extract it in Crystal, and then publish the Crystal reports on the IEUGA Website for attendees to download. 1. Cycle count accuracy 2. On time delivery from Vendors 3. On time delivery to Customers 4. Production Scrap 5. Months on hand of Inventory 6. Vendor Reject Summary 7. Earned vs Actual labor hours
Life Under Sarbanes Oxley – What Finance Teams Need to Know
Since the enactment of the Sarbanes Oxley (SOX) Act in 2002, finance organizations have struggled with understanding how to best comply with the law. Pre IPO or newly public companies that are tackling this for the first time need to develop a solid understand of SOX requirements. If your organization is thinking about how and when it’s going to comply, then it’s already past time to get educated and begin implementing your SOX compliance project. Companies that have been public for some time are now into their 2nd or 3rd year of compliance and generally have a solid SOX initiative in place. However, with recent PCAOB actions related to the revised Accounting Standard on Auditing Internal Control over Financial Reporting, there are some positive changes that you need to be aware of. Please join us in the session for an informative discussion on the current state of SOX compliance and the best practices for designing, implementing and executing a compliance effort within the finance organization.
State of the CRM Industry
CRM continues to evolve in terms of deployment and delivery methods. As a CRM user or CRM buyer, you have a greater breadth of options than ever. Find out what companies are doing to maximize their CRM investment. Hear about the options for CRM mobility. Take a look at the latest in CRM analytics and business intelligence. Find out whether CRM software as a service (SaaS) is all it's cracked up to be.

Microsoft FRx: Enhancing Your Solution

Whether you're new to Microsoft FRx, or have been using Microsoft FRx for financial reporting for years, there are options available to enhance and simplify your processes! Come learn more about FRx Report Manager, FRx Currency Translation, FRx WebPort, FRx Report Server, and Microsoft Forecaster, to help you gain control of your budgeting and planning. In this session you will learn more about how these solutions can work together to provide a complete solution.

Sarbanes Oxley from the IT Management Perspective
Jefferson Wells Technology Risk Management and Internal Controls directors discuss Sarbanes Oxley and its impact on accounting and finance management from the IT management perspective. Topics addressed will include the risk-based approach to policies and procedures, data management, segregation of duties, permissions and roles, security and change management. To include best practices and the use of automatic and detective controls to reduce impact and overhead. This session is an overview of the knowledge and skills IT professionals use to support Sarbanes-Oxley compliance where using Expandable.
Sarbanes Oxley Panel Discussion
Open discussion on the Sarbanes-Oxley Act and best practices for managing compliance initiatives. The discussion is paneled by Sarbanes-Oxley consultants who have worked with Expandable customers along with customers who have gone through the compliance process.
IT Tips For Everyone That Save Time and Protect Data
This session provides ways in which your company can really benefit from technology, be protected in the event of a disaster and increase productivity. It is easy to overlook the little things that can and should be done. You will learn some solid protection methods for your data, as well as some tricks to allow your IT to work for you instead of just the "status quo". While the session will be good for system administrators, it will be kept basic and is really for anyone who wants to make sure their company is protected and productive.
Expandable's e-Requisitions Module
Completely re-vamped based on your feedback, the latest .NET version of Expandable's e-Requisitions module includes all-new navigation and layout with a more streamlined process. Expandable's Brent Clark shows off the enhancements and demonstrates new functions that include buying stock parts and integration with version 8.1.3 Encrypted Passwords.
Expandable Alerts Step-by-Step
Kevin Prim of Expandable walks through the basics of how to create an alert from scratch. This is a beginning session, but a basic understanding of Crystal, relational databases or SQL is helpful.
Serialized Inventory Tracking

Expandable has made significant changes to its Serial Number Tracking functions. Beth Herner illustrates how the enhancements provide serialized in-house inventory while allowing a full accounting of all serial numbers and their stocking locations. This overview of the module demonstrates how to enter, edit, and move serialized inventory as well as the new serial number reports and Inquiry.

Expandable Productivity Tools
Bill Humphrey demonstrates several productivity tools developed by his professional services group including the Serial Number Cross Reference Upload, Wireless Cycle Counting and Labor Time Collection.
Hidden Treasures in Expandable Alerts
If you’re a current user of Expandable Alerts – or if you’ve been through the basic session on how to create alerts – you might wonder what else is possible in the Alerts application. The answer is “quite a bit” – but in this session we’ll introduce you to 15 hidden features of the Alerts application that you can put into use right away. No programming or technical experience is necessary; and at roughly 4 minutes per hidden feature, come prepared to look fast, listen carefully, and learn a lot (and laugh a little). Even if only one out of three features are applicable to you, that’s still five hidden features that you can put into production when you get back to your office!
Expandable's .NET API
Those attending the last two Expandability conferences have been introduced to a new direction in Expandable development – its .NET application program interface (api). In this session Expandable’s Bill Fournier and Wes Williams update progress on the .NET api, discuss the development timetable, and initiate a discussion to gather your input on the order in which to expose Expandable functionality through the .NET api, so your company can gain advantage.
Using the New AP Invoice Entry Grid and the AP Check Selection Grid
New with Expandable version 8.1.3 is the AP Invoice Entry Grid that streamlines AP distribution by presenting all receipt transactions in an easy-to-process spreadsheet-style view. Expandable's Bill Humphrey illustrates the new AP Invoice Entry function along with the AP Check Selection Grid that simplifies the invoice payment process by listing all outstanding invoices by vendor and voucher.
Configuring Your Expandable System (Security Rights Options and System Settings)
Expandable’s Security Rights Options are field-level security settings that assign individual user access and define rules that control how your transactions are validated and processed. Expandable's John Yarbrough explains how setting the correct Security Rights Options in Expandable can save you time by reducing warning messages and flags while eliminating non-conforming transactions.
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