Schedule

Evolve 2018 is a truly unique opportunity to hear from industry experts, network with peers and attend educational breakouts to build your knowledge of the Macola solutions. We hope you will agree that we have crafted a compelling agenda packed full of opportunities to embrace tips from Macola experts, create relationships with your industry peers and innovate with Macola solutions.

Need an opportunity to interact one on one with a product expert? Our Ask an Expert sessions are the perfect opportunity to review any software challenges you may be experiencing with one of our Macola experts. Appointments are available throughout the conference and can be scheduled in advance through the registration process or once you arrive onsite in Chicago.

Monday, April 2
 
3:00 PM – 5:00 PM
Registration Desk Open

Tuesday April 3
 
7:00 AM – 10:00 AM
Registration Desk Open
9:00 AM – 10:30 AM
Breakouts – See Breakout Agenda
9:00 AM – 10:30 AM
Ask an Expert Appointments Available
10:30 AM – 10:45 AM
Morning Break
10:45 AM – 12:00 PM
Breakouts
12:00 PM – 1:00 PM
Lunch On Your Own
1:00 PM – 1:50 PM
Breakouts
2:00 PM – 2:50 PM
Breakouts
3:00 PM – 6:00 PM
Registration Desk Open
3:00 PM – 4:30 PM
Ask an Expert Appointments Available
3:00 PM – 4:15 PM
Breakouts
4:30 PM – 5:30 PM
Breakouts
6:00 PM – 9:00 PM
Welcome Reception – Solution Center
6:00 PM – 8:30 PM
Demo Wall Presentations in the Solution Center– See Demo Wall schedule

Wednesday April 4
 
7:00 AM – 5:30 PM
Registration Desk Open
6:45 AM – 7:45 AM
Breakfast – Solution Center
8:00 AM – 9:00 AM
Alison Forsythe
Managing Director, Macola Software

Alison’s annual welcome address will provide insights into the current convergence of market, industry, and technology trends and the unique opportunities they provide for those willing to embrace and shape the future of American manufacturing. Mixed realities, the Thinking Supply Chain, and ERP cyber security are only a few of the building blocks Alison will review in this year’s “State of the Manufacturing Nation.”

9:00 AM – 9:45 AM
Jim Carroll – Futurist

Collapsing product lifecycles. The Internet of things, block chains, smart factories, cognitive computing, augmented reality, prognostic diagnostics, robotics. Rapid prototyping and deployment. Faster time to market. The world is changing in ways we can’t yet imagine.

Jim Carroll introduces the latest trends in disruptive transformational change and the “innovation mindset” needed to accelerate yourself to a world where the future belongs to those who are fast. What seems to have been science fiction just a few short years ago, is now part of our everyday lives.

The pace of innovation and disruption is being driven by the discovery of new sciences every single day. This is not a ride for the faint of heart or the timid. Will you be ready?

9:45 AM – 10:00 AM
Morning Break
10:00 AM – 10:30 AM
Trevor Gruenewald
President & Chief Operating Officer, ECi Software Solutions
ECi Software Solutions Overview
10:45 AM – 12:00 PM
Breakouts
12:00 PM – 2:00 PM
Lunch and Time with Exhibitors – Solutions Center
12:00 PM – 2:00 PM
Demo Wall Presentations – Solutions Center
1:00 PM – 3:00 PM
Ask an Expert Appointments Available
2:00 PM – 3:30 PM
Breakouts
3:45 PM – 4:45 PM
Breakouts
5:00 PM – 6:00 PM
Breakouts
6:00 PM – 7:00 PM
Happy Hour – Solutions Center
6:00 PM – 7:00 PM
Demo Wall Presentations – Solutions Center
7:00 PM – 11:00 PM
Developer’s Lounge – The Living Room – Hosted by Elite Sponsor WiSys

Thursday April 5
 
7:00 AM – 3:45 PM
Registration Desk Open
7:00 AM – 8:30 AM
Breakfast – Solution Center
9:00 AM – 10:00 AM
Derek Ochs
Director of Development, Macola Software

Innovation doesn’t happen by accident, it happens by design! Join Derek to learn how his team is creating the next generation of ERP through an innovative new extension platform that can predict and respond to future user requirements. Derek will share how open architecture at Macola will enable industry-leading products and applications that will transform tomorrow’s manufacturing ecosystem.

10:00 AM – 10:30 AM
Dave Vagnoni
Moderator
Crack the Code
10:30 AM – 10:45 AM
Morning Break
10:45 AM – 12:00 PM
Breakouts
12:00 PM – 2:00 PM
Lunch and Time with Exhibitors – Solutions Center
12:00 PM – 2:00 PM
Demo Wall Presentations – Solutions Center
1:00 PM – 3:00 PM
Ask an Expert Appointments Available
2:00 PM – 2:50 PM
Breakouts
3:00 PM – 3:50 PM
Breakouts
4:15 PM – 5:15 PM
Panel Discussion featuring Alison Forsythe, Derek Ochs, and Jeff Ralyea
5:30 PM – 6:45 PM
Happy Hour
7:00 PM – 10:00 PM
Closing Party

*Denotes CPE creditable session

Wednesday, April 4, 2018

10:45 AM – 12:00 PM
Excel Add-In*
Learn how to go deeper and get more creative with your Excel reports. Share tips that you have found and learn a few new ones. This session is designed for those who have started working with the Excel Add-in and want to take it to the next level.
2:00 PM – 3:30 PM
Accounting Tips and Tricks*
This interactive session is designed to provide answers to some of the most common questions that we receive regarding the accounting modules. Learn tips and tricks from the experts and bring your favorite tip or trick to share.
3:45 PM – 4:45 PM
Mastering Cash Flow
Learn how the cash flow module works including techniques to streamline the process. Explore matching functionality and better understand why the system behaves as it does!
5:00 PM – 6:00 PM
Reconciling AR/AP to General Ledger
Trying to balance the aging with the trial balance should be a simple and smooth process. Come learn how to quickly find problems with customers or vendors and how to correct them without creating new issues.

Thursday, April 5, 2018

10:45 AM – 12:00 PM
GL Transactions and Reports*
In this session we’ll review functionality and reports associated with the General Ledger module. Topics include: voiding entries, creating recurring transactions, reversing entries and many more!
2:00 PM – 2:50 PM
Reconciling Stock Status
In a perfect world, the financial stock account balance would always match the value of the current inventory on hand as reported by the stock status report. In the real world, challenges exist. Come learn what can make this process more challenging and how to reduce the errors.
3:00 PM – 3:50 PM
Understanding Receiving Accruals*
Did you know there are processes you can implement to help make it faster to reconcile your receiving accrual account with a Received Not Invoiced report? Come learn about those processes and some tips and tricks that will help make this process easier.

Tuesday, April 3, 2018

9:00 AM – 10:30 AM
Managing your HR Certifications and Training*
Learn how to use Business Process Management (Synergy) to track your employee’s certification and training.
10:45 AM – 12:00 PM
Workflow Configuration*
Join us to explore workflow configuration options. We’ll demonstrate the power of workflow and how to design and modify workflows to meet your unique needs!
1:00 PM – 1:50 PM
Document Management*
Document Management allows organizations to have information at their fingertips as well as reduce the need for paper copies. Attend this session to learn how Document Management can help your organization reduce costs and increase efficiency.
2:00 PM – 2:50 PM
The Power of Workflow*
This session is designed to introduce you to the power of workflow and provide an overview of how they can be utilized to automate and streamline your business processes.
4:30 PM – 5:30 PM
Office Integration
The Macola 10 application offers robust integration with the Microsoft Office suite of products. Learn what integration is available and how to get started in this informative session.

Wednesday, April 4, 2018

10:45 PM – 12:00 PM
Creating Transactions from Workflow
Wrap business processes around data entry to improve efficiency and accountability. We’ll review how to configure workflows to perform transactions like new item creation, purchase orders and many more.
2:00 PM – 3:30 PM
CRM Basics – Managing Your Customers
Learn the basics of managing your customers with Business Process Management. In this session we’ll review techniques for viewing customer profiles and history, adding new accounts, account types, searching for customers and much more!
3:45 PM – 4:45 PM
Advanced Workflow Options*
In this session, we’ll review configuration options to take your workflows to the next level.
5:00 PM – 6:00 PM
Managing Your Opportunities*
CRM is not just about contact management but an end-to-end approach to manage the entire customer relationship. Come and see how Synergy can help you better manage the sales opportunities in your organization.

Thursday, April 5, 2018

10:45 AM – 12:00 PM
Advanced CRM Functionality
In this session we’ll review advance capabilities found in the CRM module of Business Process Management including the new Microsoft Word merge functionality.
2:00 PM – 2:50 PM
Managing your Employees/Defining your Structure*
In this session we’ll review how Business Process Management (Synergy) can be used to manage your employees. Topics include the organizational chart, time and attendance, recruitment, performance reviews, HR related documents and security.

Tuesday April 3, 2018

9:00 AM – 10:30 AM
Event Manager Fundamentals
Ready to get started with Event Manager but not quite sure how? Plan to attend this session to learn the basics of the Event Manager application to automate reporting, generate outbound emails and to alert you to critical events.
10:45 AM – 12:00 PM
Understanding Foreign Currency in Macola*
Explore how to setup and use currencies in Macola, including how currency is captured and used in the revaluation process.
1:00 PM – 1:50 PM
Forecast Demand Management
We will be handing out certified crystal balls predicting all future demands and trends. Afterwards we’ll look at why any forecasting method is better than no method to ensure we understand the benefits of simply looking forward and proactively planning versus constantly firefighting and reacting.
2:00 PM – 2:50 PM
Release Highlights
Attend this session to review highlights from our recent Macola 10 releases.
3:00 PM – 4:15 PM
Scanning Documents Using Kofax Part 1
Take a deep dive with Kofax and the integration with Macola 10. Learn how to use barcodes, separation sheets and other methods to quickly and accurately scan and categorize documents. Part 1 of 2.
3:00 PM – 4:15 PM
Preparing for the Worst: Tips for Safeguarding Your Macola Data
In this session we’ll review techniques for safeguarding your Macola data against the myriad of cyber threats common to the IT landscape today.
4:30 PM – 5:30 PM
Scanning Documents Using Kofax Part 2
Take a deep dive with Kofax and the integration with Macola 10. Learn how to use barcodes, separation sheets and other methods to quickly and accurately scan and categorize documents. Part 2 of 2: must attend Part 1 to participate.
4:30 PM – 5:30 PM
Change Management in Your Business*
Guide your business through change with these key change management techniques.

Wednesday, April 4, 2018

10:45 AM – 12:00 PM
The Power of Event Manager*
Event Manager is a powerful tool to help automate critical business processes. We’ll review the available capabilities and provide specific examples of how it may benefit your business.
2:00 PM – 3:00 PM
Lean Manufacturing: Insight into Lean Six Sigma
While Lean Six Sigma is a system and set of tools it is foremost a state of mind. The tools and improvement approaches strive to eliminate waste, reduce variability, increase quality. While the 6s continuous improvement tools drive quality and efficiency into a process, the Lean mindset asks if you even need that process in the first place. We’ll discuss where to start and a few tools to get you started.
3:45 PM – 4:45 PM
Project Management is Key to Project Success!*
Key to all successful implementation projects is good project management. Attend this session to learn the principles and tools used by Macola Project Managers to ensure optimal outcomes.
5:00 PM – 6:00 PM
Breaking Barriers
This interactive breakout focuses on honing your listening skills to help break down communication barriers. This is a vital skill not only for sales people but anyone in a customer facing role! A key component of this session is developing a understanding of what we hear versus what is being expressed.
5:00 PM – 6:00 PM
Optimizing Your Remote Desktop / citrix environment
Have you ever deployed or thought about deploying a remote desktop solution in your network environment? Have you wondered what the requirements would be for doing so? If the answer is yes, this is the right course for you. We will discuss deploying Citrix and Microsoft remote desktop solutions including considerations to take into account and best practices surrounding this architecture.

Thursday, April 5, 2018

10:45 AM – 12:00 PM
User Experience Feedback
This is your opportunity to provide feedback on the new user interface and how we can provide a more natural, intuitive user experience!
2:00 PM – 2:50 PM
Legal Landscape 2018
Navigating the legal landscape in 2018 and understanding how to meet and prepare for the most important challenges that could affect your business.
2:00 PM – 2:50 PM
Future Feature Roundup
This is your opportunity to provide feedback to our Product Management team on the product roadmap and advocate for future functionality.
3:00 PM – 3:50 PM
Crystal Reports Tips and Tricks
We’ll explore tips and tricks for working with Crystal Reports.
3:00 PM – 3:50 PM
Inventory Turn Management
What is the right amount of inventory to have and does your CFO agree? Learn to drive the financial performance without costing yourself line shortages or customer service. We will explore the main pinch points holding you back as well as how to leverage your strengths to achieve your turn goals.

Wednesday, April 4, 2018

10:45 AM – 12:00 PM
Exploring the New Order Entry
Attend this session to explore the functionality now available through the new user interface for Order Entry.
2:00 PM – 3:30 PM
Manufacturing in a Standard Cost World*
There are special challenges and benefits to using standard costing in a manufacturing environment. Come explore the basic process but also learn tips and tricks for ensuring that the process works smoothly for you. Topics will include the standard cost module as well as the standard distribution process.
3:45 PM – 4:45 PM
Troubleshooting MRP Issues
Explore the reports that are available to help you plan your material capacity. Understand common challenges that can arise in using MRP, like what to do when items or demand appear to be missing.
5:00 PM – 6:00 PM
Optimizing Shop Floor*
Learn how to get the most out of your Shop Floor module.

Thursday, April 5, 2018

10:45 AM – 12:00 PM
Manufacturing/Distribution Tips and Tricks
This interactive class is designed to help provide answers to some of the common questions that we receive regarding the manufacturing and distribution modules. Learn tips and tricks from the experts but also bring your favorite tip or trick to share.
2:00 PM – 2:50 PM
Sales Tax Integration
Sales tax calculation and maintenance can be challenging and time consuming. Learn how Macola sales tax integration works and can help streamline your sales tax challenges.
3:00 PM – 3:50 PM
Standard Product Routings Tips and Tricks*
Learn how to get the most out of your routings and how to use existing functionality to provide greater accuracy and flexibility in your manufacturing processes. Topics will include outside processing parallel paths and overlap.

Tuesday, April 3, 2018

2:00 PM – 2:50 PM
Best Practices with Progression
During this session we’ll review best practices for Progression customers to ensure you are getting the most from your legacy software.

Wednesday, April 4, 2018

2:00 PM – 3:30 PM
Progression Tips and Tricks
Join us to learn tips and tricks related to your use of the Progression software. We’ll cover a wide range of topics in this session designed to help you streamline your processes.
3:45 PM – 4:45 PM
Mistakes Progression Users Make
In this session we will explore common “mistakes” we hear from users, how to avoid them and how to recover from them when you don’t.

Thursday, April 5, 2018

3:00 PM – 3:50 PM
Preparing for Your Macola 10 Upgrade
Ready to move to Macola 10 but not sure how to get started? This session is for you. We’ll explore ways Progression customers can prepare for a future upgrade and what to expect in the process.

Tuesday, April 3, 2018

9:00 AM – 10:30 AM
Exploring SSRS Reporting*
New to reporting using SSRS? Plan to attend to learn basic concepts and techniques for working with SSRS and Macola software.
10:45 AM – 12:00 PM
Understanding the Macola Data Structure
Key to using any reporting tool is understanding the data structure you are working with. In this session we’ll explore the Macola table structures to make your reporting tasks easier!
3:00 PM – 4:15 PM
Overview Power BI
Ready to move beyond simple data collection and get real business intelligence from your data? Join us to explore how to leverage Power BI tools to do just that!

Wednesday, April 4, 2018

10:45 AM – 12:00 PM
Workspace Basics
Attend this informative session to learn how workspaces are changing the way users work. We’ll cover basic topics like personalizing your workspace and adding menu picks.
2:00 PM – 3:30 PM
Advanced ASPX Pages
Have you mastered the basics of working with Macola Workspaces? Are you ready for the next step? If so, this session is for you! In it we will explore concepts and techniques that can be used to bring your workspaces to life. Basic knowledge of ASPX is required.
3:45 PM – 4:45 PM
Advanced SSRS Reporting
This course covers advanced topics for report developers having some experience working with SSRS reports.
5:00 PM – 6:00 PM
Introduction to Workbenches (AP and Cash Flow)
Workbenches are an extension of the workspace functionality that allow transactional entry. Attend this session to learn about custom workbenches developed by our Consulting team!

Wednesday, April 4, 2018

10:45 AM – 12:00 PM
Plugin Architecture
A key piece of the future Macola architecture involves the use of plugins. Attend this session for an overview of plugin framework.
2:00 PM – 3:30 PM
Getting Started with SDK
The Software Development Kit (SDK) framework allows customizations to be created. In this session we’ll introduce the SDK and review basic concepts.
5:00 PM – 6:00 PM
Macola API Overview
APIs are the key to interacting programmatically with the Macola system. In this session, we’ll provide an overview of the available APIs and how to utilize them! This is an advanced topic requiring knowledge of basic programming concepts.

Thursday, April 5, 2018

10:45 AM – 12:00 PM
Intermediate SDK Design
This session builds on the concepts introduced in the Getting Started with SDK session. Topics include adding custom buttons, reports and links to standard pages.
2:00 PM – 2:50 PM
Advanced Event Manager*
In this session we’ll review advanced techniques for working with Event Manager including tips and tricks for troubleshooting issues with your events!
3:00 PM – 3:50 PM
Advanced SDK Concepts
This session builds on the concepts in the Getting Started and Intermediate SDK sessions. In this session we’ll explore tips and tricks for modifying browsers, creating custom menus and redirecting pages!

Tuesday April 3
 
 
6:00 PM – 6:30 PM
Hackathon
Derek Ochs
6:30 PM – 7:00 PM
Build a Social Media Presence
Dave Vagnoni
7:00 PM – 7:30 PM
M10 Quote to Cash
Pre Sales
7:30 PM – 8:00 PM
Macola 10.7 New Features
Mark Hurley
8:00 PM – 8:30 PM
Document Management with M10
Pre Sales
Wednesday April 4
 
 
12:00 PM – 12:30 PM
Macola 10.7 New Features
Mark Hurley
12:30 PM – 1:00 PM
Cyber Security
Mantix
1:00 PM – 1:30 PM
M10 Quote to Cash
Pre Sales
1:30 PM – 2:00 PM
M10 Quote to Cash
Pre Sales
6:00 PM – 6:30 PM
Macola 10.7 New Features
Mark Hurley
6:30 PM – 7:00 PM
CRM within M10
Pre Sales
Thursday April 5
 
 
12:00 PM – 12:30 PM
Disruptive Technology
Nick Mears
12:30 PM – 1:00 PM
Better Together: Next Generation MOM/MES for Macola
LYNQ
1:00 PM – 1:30 PM
Who is ECi
ECi
1:30 PM – 2:00 PM
Quality Management within M10
Pre Sales

Ask An Expert