2015 Annual Users Conference

Transcription

1 2015 Annual Users Conference Sunday Wednesday October 4 7, 2015 SANIBEL HARBOUR MARRIOTT RESORT & SPA FORT MYERS, FL

2 Personal Invitation Dear Visual EstiTrack and Visual Books Users: This year marks our 19 th Annual Visual EstiTrack and Visual Books Users Conference. We welcome you to join us in Fort Myers, FL at the beautiful Sanibel Harbour Marriot Resort and Spa. For everyone at Henning Software and many users throughout the country, the annual Visual EstiTrack and Visual Books Users Conference is a highlight annual event. Locations and accommodations are carefully selected with the intent to make sure everyone has a great time and enjoys the surroundings amidst several days of serious work. Certainly, there are plenty of opportunities for fishing, bike riding on Sanibel Island, culinary excursions or other fun Fort Myers beach activities. And, if the opportunity presents itself, go ahead and take the opportunity to share another great idea about ERP software while taking a hike, playing tennis, or sinking that last putt. However, we believe you will benefit most, as have many previous participants, from the numerous opportunities available to meet and speak with other owners and managers running companies similar to yours. You will learn firsthand how other companies are using Visual EstiTrack and Visual Books to improve their operations and competitiveness. In addition, you will be able to share directly with Henning Software management and programmers your ideas about how the software can be further improved and enhanced. At this year s conference, we plan to review Visual EstiTrack s new and improved features/enhancements accomplished during the 2015 development year. In addition, we have a number of guest customer speakers on the agenda that are kind enough to assist us in a few of our presentations so they can share with you how they are using some of the more unique features of our systems. And of course, you will have plenty of opportunity to provide us with your constructive ideas to help us improve all our products as we move you into the future. Finally, we will also be providing you an in depth look at our new upcoming SQL-server/.NET version of Visual EstiTrack. So please join us this October in beautiful Fort Myers, FL. With your help, we are sure to make this a memorable event. Sincerely, Billie and Rich Henning We have come a long way since our first conference in We started out in Livonia MI in 1997 with the help of Beth Rowell of Kalkaska Screw Products. We then moved on to Las Vegas NV in 1998, Cleveland OH in 1999, Atlanta GA in 2000, Las Vegas NV in 2001, New Orleans LA in 2002, Orlando FL in 2003, Napa Valley CA in 2004, Las Vegas NV in 2005, Napa Valley CA in 2006, Tucson AZ in 2007, Puerto Vallarta Mexico in 2008, St. Pete Beach FL in 2009, San Diego CA in 2010, Hilton Head Island SC in 2011, Santa Barbara CA in 2012, Las Vegas NV in 2013 and finally Napa Valley CA in 2014.

3 Sunday, October 4 th 12:00 p.m. - Version 2016 pre-release update help for your notebook 4:00 p.m. Note: Be sure to copy the entire VET folder to your notebook before the conference. If you need assistance, contact your IT person/department or the Henning Software help desk at Location: Caloosa Ballroom Foyer 5:00 p.m. - Welcome Reception Island Room 7:00 p.m. Monday, October 5 th 7:30 a.m. Breakfast for attendees & paid guests Camellia A & B 8:30 a.m. Welcome Introductions and Conference Overview Caloosa Ballroom 8:45 a.m. Visual EstiTrack in Review The top ten items voted on at last year s users conference will be discussed and presented. We will review all other significant changes made to the Visual EstiTrack system by subsystem during the 2015 development year. After each subsystem is discussed, participants will be asked to provide ideas and suggestions to improve the subsystem in a future release. The ideas captured during this session will be the candidate items to be voted on for the top five enhancements for next year. Each participant will be given 5 voting stickers that they can use to pick what they feel are the most important enhancement ideas for the next major VET release. The top five ideas will be tallied and will be developed for the next version of Visual EstiTrack. TOP 10 VOTES FROM 2014 FOR Visual EstiTrack 1 st Export finished goods and raw materials into Excel - Change selling price and import back in, Alias's & price breaks 2 nd Allow Vendor ship to in Purchase Order 3 rd Add apportion time calculator 4 th Force Caps on all Codes 5 th Add option to connect multiple sales orders to shop order 6 th Inventory (H) History to include Purchase Orders 7 th Customer Ship to Sort options everywhere 8 th Vendors - Critical or Non-Critical box, and sort 9 th Show last operation job card category in time clock 10 th Vendor delivery scheduling report - print Distribution Code

4 9:15 a.m. Touch Scheduling Board Henning Software s NEW Touch Scheduling Board software system uses a touch screen interface that enables users to drag-and-drop scheduled shop order operations represented as cards within and between work centers. This new planning/scheduling tool is designed to be deployed on large touch-screen monitors on the shop floor and is fully integrated into Henning Software s Visual EstiTrack ERP system. The Touch Scheduling Board emulates and is designed to replace the magnetic scheduling boards often found in shops. A touch-based scheduling board provides an intuitive user interface and familiar magnetic board metaphor, thus reducing the user s learning curve, making it much easier for shop floor personnel to prioritize operations, view/set statuses and move operations from one work center to another. The scheduling board also enables authorized users to change run quantities based on release coverage, view due dates, redefine routers and assign employees to work centers and/or operations. Users can even color code cards by customer, define on-the-fly operational performance notes that can be shared with other shop personnel and set a variety of shop order statuses such as Waiting for Material. Animated icons are used to show hot and late jobs. 10:00 a.m. Break

5 10:15 a.m. Visual EstiTrack Premium & Ultimate Versions Over the past years Henning Software has been redesigning and building entirely new versions of Visual EstiTrack and Visual Books from the ground up using Microsoft s leading edge.net development technology and its SQL-Server relational database technology. In this session we will take to deep dive into these new and soon to be released versions Visual EstiTrack Premium and Visual EstiTrack Ultimate. We will discuss upgrade version pricing, data conversion costs and estimated release dates for these totally re-engineered versions of Visual EstiTrack and Visual Books. We will also review many of the redesigned screens (e.g., Job Estimating, Shop Orders) in order to demonstrate new ideas and concepts in order to gain constructive feedback from conference attendees. The current classic versions of Visual EstiTrack and Visual Books have been successfully tested in Microsoft s soon to be released Windows 10 desktop operating system. This means users of our classic versions can continue to use our systems on all versions of Windows for many, many years to come. Rest assured that users of our classic versions will continue to be fully supported even after the release of our upcoming Premium and Ultimate versions. In addition, it s important to understand that users will not be required to upgrade to our Premium and Ultimate versions unless they want to. Once our new versions are released, we plan to sell and support all three versions of Visual EstiTrack moving forward.

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8 12:30 p.m. Buffet Lunch Palms Pool Deck 1:30 p.m. Custom Bar Code Label Designer In this session, Michelle DeMoss of Henning Software will review Visual EstiTrack s NEW custom customer label designer. This entirely new module will enable users to define custom shipping, box and master labels and link these new custom labels to Customers so they can easily be invoked from the Shipping Screen or independently to create your own customer specific box, bag and master labels. 2:15 p.m. Break 2:30 p.m. Visual EstiTrack Open Discussion per Module Attendees suggestions and ideas for improvement 4:00 p.m. Microsoft s Windows 10 in Review In this session we will review the Windows 10 operating system. We will review key new features of Windows 10 and how to configure Visual EstiTrack for use within Windows 10 desktop operating System. 4:30 p.m. Adjourn meeting *6:00 p.m. Sanibel Harbour Princess Yacht Dinner Cruise Appetizers, Dinner, Dessert and Open Bar (Cost included with registration.) *Meet at the Charley s Cabana Bar between 5:30 5:45 p.m. for pre-boarding. Yacht departs Marriott Resort at 6:00 p.m.

9 Tuesday, October 6 th 7:30 a.m. Breakfast for attendees & paid guests Camellia A & B 8:30 a.m. Visual EstiTrack ivet Version 3.0-Your mobile Access to your ERP data In this session we will review ivet and its mobile information access features and capabilities. We will also review in detail the new features that have been added to ivet including: Employee Portal - The new ivet employee portal will optionally provide your shop floor staff mobile access to their own daily, weekly, monthly performance metrics including their operational efficiency performance and productivity thus providing them immediate feedback on how well they are performing their assigned work. Clock In/Out Jobs - The new Mobile Clock-in/Out feature enables shop floor personnel to clock in/out of operations using a mobile device such as an iphone, ipad or Android based Phone/Tablet device. Employee Assignments The new employee assignments screen will enable supervisors to assign shop floor employees to the shop order operations they wish for them to run including employee specific work instructions. It will also then provide a direct link to ivet s new job card clock in/out screens.

10 9:15 a.m. Portable Manufacturing Assistant in Action In this session, Carl Boyd, Director of Support Services at Alger Manufacturing of Ontario CA, will discuss their use of hand-held computers on the shop floor and their warehouse. Carl will discuss the wireless infrastructure they implemented and their use of hand-held bar code portable computers to move stock from the shop floor to the warehouse as well as other material management techniques. 9:45 a.m. Visual EstiTrack Open Discussion per Module Attendees suggestions and ideas for improvement 10:15 a.m. Break 10:30 a.m. Visual EstiTrack Open Discussion per Module (continued) Attendees suggestions and ideas for improvement 12:30 p.m. Buffet Lunch Palms Pool Deck 1:30 p.m. Inter-Company Transaction Generator In this session, guest speaker Tim Jones, CFO of Fabco Inc. of Findlay OH, a solution-oriented company specializing in all types of ferrous and non-ferrous castings, forgings, machined parts and ground engaging tools will discuss their use of Visual EstiTrack s NEW Inter-Company Transaction Generator. This new module enables users to export Purchase Orders from one Company s database to Sales Orders of another Company s database for inter-company order processing. In addition, Shipments from one company can be automatically received and invoiced in another company thus simplifying inter-company transactions by eliminating time-wasting manual duplicate order processing steps. 2:00 p.m. Visual EstiTrack Open Discussion per Module Attendees suggestions and ideas for improvement 3:30 p.m. Visual EstiTrack Wrap-up and Voting Each person will be allowed 5 votes 4:00 p.m. Adjourn Meeting

11 Wednesday, October 7 th 7:30 a.m. Breakfast for attendees & paid guests Camellia A & B 8:30 a.m. Visual Books Month End Reporting and Review In this session we will review using Visual Books and Visual EstiTrack reports for Accounting Analysis and Journal Entries. Learn how to get the most out of your General Ledger transactions in detail for quick auditing. 9:30 a.m. Visual Books Subsystem in Review presented by Billie Henning The top ten items voted on at last year s users conference will be discussed and presented. Billie Henning will review any other significant changes made to Visual Books system by subsystem during 2015 development year. After each subsystem is discussed, participants will be asked to provide ideas and suggestions to improve the subsystem in a future release. The ideas captured during this session will be the candidate items to be voted on for the top five enhancements for next year. Each participant will be given 5 voting stickers that they can use to pick what they feel are the most important enhancement ideas for the next major Visual Books release. The top five ideas will be tallied and will be developed for the next version of Visual Books. TOP 10 VOTES IN 2014 FOR Visual Books 1 st Customer / Vendor labels enhance to optionally only print labels if min number of invoices exist for date range. Also option to print name only & code. (Edit) 2 nd Add detailed trial balance option by balance, adjustment, ending balance 3 rd Add ability to enter one total with drill down account distributions for credit card transaction 4 th Add PDF option to create employee specific PDF files for payroll check stub to employee specific directory 5 th Add document manager to VB transaction 6 th Add ability to sort by due date in A/R & A/P aging reports 7 th New simple cash flow report showing in/outs average days to pay (or use customer defined days override days) for calculations 8 th Add additional categories to notes library 9 th Add check date to by paycheck option on payroll totals report 10 th Expand date range past 12 months in payroll totals report 11:30 a.m. Visual Books Voting and Break Each person will be allowed 5 votes 12:00 p.m. Adjourn conference Agenda, meeting rooms and foods subject to change without notice.

12 Hotel Information Sanibel Harbour Marriott Resort & Spa Harbour Pointe Drive Fort Myers, FL Sanibel Harbour Marriott Resort & Spa is now accepting hotel reservations through September 4, Reservations can be called in to and reference the Henning Software Annual Conference. A special nightly rate of $139 for a Standard Guestroom with balcony is available for October 1 10, Please do not delay! We only have a designated quantity of rooms at this rate. Please note that the room rate is subject to applicable tax rates that are currently 11% and subject to change without notice. A resort fee of $15 per room, per night, will be charged in addition to the room rate, which includes: unlimited access Spa facilities, Fitness Center, Trolley transportation around the resort complex, unlimited in-room access to high-speed wired or wireless Internet service, coffee in your room and unlimited hours of clay tennis court time. We have negotiated a self-parking rate of $8.00 per car per day and a 15% Spa Discount.

13 2015 Annual Users Conference Visual EstiTrack Visual Books Visual EstiTrack Ultimate Sanibel Harbour Marriott Resort & Spa October 4 7, 2015 Register by September 1 st Sponsored by Henning Industrial Software Inc. (330) or (330)