Engage with Exact Software
Engage 2007 is Exact Software North America¨s conference dedicated to the customers of our award-winning software. Engage 2007 is your opportunity to do just that – engage with Exact, our business partners, companion solution providers, and other users of Exact software. Discover how to maximize your current software investment, as well as how to shape your organization for the next generation of Exact software!

Engage 2007 takes place March 11-14 at the Hyatt Regency at Reunion.

Why you should Engage
Engage 2007 is your conference. Exact Software customers will draw on a flourishing international community that uses Exact software to run its businesses, just like you.

In addition to the invaluable, strategic general sessions and informative keynote addresses, we have also scheduled targeted educational opportunities, third-party product demonstrations, and customer success stories.

The schedule has sessions for all areas of your company – including your financial, administrative and technical personnel. We encourage you to send as many attendees as possible from your company so your team can benefit from these sessions, designed specifically to engage your enterprise with Exact Software.

Attendance has many advantages, including:

  • Access to Exact Software executives
  • Access to product training sessions and development staff
  • A first look at Exact Software¨s next generation of solutions
  • Engage in discussions with peers that address specific solution issues
  • Testing new products in the Solutions Lab

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Conference Agenda
Sunday, March 11th
12:00 pm – 07:00 pm Conference Registration Open
05:00 pm – 08:00 pm Welcome Reception & Vendor Showcase
  Solutions Lab Open
   
 
Monday, March 12th
07:00 am – 06:00 pm Conference Registration & Information Desk Open
07:00 am – 08:00 am Product Power Breakfast
08:00 am – 09:45 am Engage in the Vision - General Session
09:45 am – 10:00 am Mid-morning Break
10:00 am – 11:30 am Product Session I
11:30 am – 01:00 pm Lunch & Vendor Showcase
01:00 pm – 02:30 pm Product Session II
01:00 pm – 06:00 pm Solutions Lab Open
02:30 pm – 02:45 pm Mid-afternoon Break
02:45 pm – 04:15 pm Product Session III
04:15 pm – 04:30 pm Late Afternoon Break
04:30 pm – 06:00 pm Product Session IV
06:00 pm – 08:00 pm Evening Networking - Vendor Showcase Dinner & Reception
   
 
Tuesday, March 13th
07:00 am – 06:00 pm Conference Information Desk Open
07:00 am – 08:00 am Product Power Breakfast
08:00 am – 09:30 am Keynote Address - D. Mike Abrashoff
09:30 am – 11:30 am Vendor Showcase Open
  Mid-morning break within Vendor Showcase
11:30 am – 01:00 pm Conference Lunch 
01:00 pm – 02:30 pm Product Session V
01:00 pm – 06:00 pm Solutions Lab Open
02:30 pm – 02:45 pm Mid-afternoon Break
02:45 pm – 04:15 pm Product Session VI
04:15 pm – 04:30 pm Late Afternoon Break
04:30 pm – 06:00 pm Product Session VII
6:30 PM Off-site event - Gilley's Dallas
   
 
Wednesday, March 14th
07:00 am – 02:00 pm Conference Information Desk Open
07:00 am – 08:00 am Product Power Breakfast
08:00 am – 09:30 am Product Session VIII
08:00 am – 12:30 pm Solutions Lab Open
09:30 am – 09:45 am Mid-morning Break
09:45 am – 11:15 am Product Session IX
11:15 am – 11:30 am Late-morning Break
11:30 am – 01:00 pm Product Session X
01:00 pm – 02:00 pm Conference Lunch & Closing

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Featured Speakers
Exact Software will host a series of visionary speakers who will discuss the latest trends and technologies driving your industry and business environment. In addition, they¨ll provide guidance and strategies for improving productivity and growing your business.

Mike Abrashoff
D. Mike Abrashoff
Exact is pleased to present D. Mike Abrashoff as the Engage 2007 keynote speaker. Author of It¨s Your Ship:  Management Techniques from the Best Damn Ship in the Navy and Get Your Ship Together, Mike Abrashoff engineered one of the most celebrated success stories in turnaround leadership.
 
Performance on the ship Mike Abrashoff inherited was dreadful, but in the Navy, he didn't have the option to hire, fire or promote personnel. What he could do was change the culture to elevate performance - and that's exactly what he did, making his ship the Navy's top performer. Publications from Fast Company to the Harvard Business Review have heralded the remarkable turnaround of the USS Benfold and business schools have made it a case study in organizational success. Abrashoff's book, It's Your Ship: Management Techniques from the Best Damn Ship in the Navy, is a bestseller with over 340,000 copies in print. His follow up, Get Your Ship Together, has leaders telling how their organizations have put his grassroots leadership principles to work.
 
People at every level in business relate to the idea of being held accountable for results without having the ability to make the rules. Abrashoff shows that's no excuse for poor performance. Saddled with the Navy's rules and bureaucracy, Abrashoff shows there are options people can exercise to take control and manage results. In his case, he made a determined effort to see the ship from the eyes of his crew - a grassroots leadership approach. He bestowed a sense of ownership to every crewmember, reversed excessive costs and turnover, improved morale and made performance top priority. Abrashoff's story inspires audiences to change their organizations and instills a renewed responsibility for organizational success.

Join us at Engage 2007 to learn how to apply "It's Your Ship" principles to your organization!

James P. Kent
James P. Kent, Jr.
- CEO, Exact Software North America
Jim Kent joined Exact Software North America as vice president of sales and marketing in September 2001, but his association with the software company began more than a decade ago.

Before joining Exact Software North America, Jim was the owner and operator of Exact Software North America¨s largest and most successful business partner organization – The Kent Group. Under Jim¨s leadership and direction, the company¨s computer and consulting services division grew quickly, eventually expanding its offerings to assist mid-size manufacturers in taking complete advantage of information technology.

When Exact Software North America acquired The Kent Group, he assumed the responsibilities of overseeing sales and marketing operations for North America. As vice president of sales and marketing, Jim helped business partner organizations grow; expanded the Exact Software North America product market share; expanded national coverage by business partner organizations, and improved customer satisfaction. In 2004, Jim was promoted to the role of CEO, Exact Software North America, and was charged with overseeing Exact¨s continued growth in the North American marketplace.

Jim earned a bachelor¨s degree in Business Administration from the Massachusetts College of Liberal Arts and a master¨s degree in Business Administration from Southern New Hampshire University.

Jim will provide attendees with an overview of the recent progress and future plans for Exact Software in North America. 

Rajesh Patel
Rajesh Patel
- CEO, Exact Holding, N.V.
Raj Patel was appointed CEO of the Exact Holding in July of 2005. Employed by Exact since 1996, Raj has held various positions within the organization, most recently as group director of Exact International before being appointed CEO. During this period he had been heavily involved in changing the group¨s strategy by deploying a three year program focused on changing the group¨s core target group, driving major changes in its global infrastructure, offering, marketing, employees and management.

Raj was born in Kenya, Africa and was raised and educated in the United Kingdom. He currently resides in Delft, the Netherlands. After a short tenure at university, he decided to begin his corporate career early in life, joining a start up in the United Kingdom with a small group of investors. His first venture was based on the successful concept of CompUSA, a retail chain of outlets where home computers and their associated peripherals could be purchased via retail stores. Based on this concept, PC World was incorporated in the United Kingdom and in three years, PC World was the largest computer retail outlet in the UK. Based on this success, Raj and five of his colleagues were invited by the same group of investors to set up a similar concept in Europe, starting with the Netherlands.

Raj then joined IPC in Singapore, a company focused on the sales, marketing and manufacturing of PC¨s and related equipment. Three years later Raj joined Exact Software.

Raj will discuss the technology market worldwide, and the role that Exact Software plays in that market today. He will also provide a vision of where the company and its products will be moving in the coming months and years.

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Product Sessions
New products, product updates, product tips and tricks and the latest technologies are all coming to you at Engage 2007. We have scheduled a vast array of product sessions to ensure you will leave the conference with the knowledge and tools you need to boost your Exact knowledge, and operate your solutions as efficiently as possible. 

The list of sessions is designed to give you the most up-to-date product information available. The program was developed with our customers in mind. Product sessions will also be more interactive than ever. To facilitate additional learning, all breakouts will include a Q&A period, and many will be 100% interactive.
Exact e-Synergy Exact Macola
Exact e-Synergy: Differences Between Progression and Macola ES - General
Eligible for 1.5 CPE credits
SYN102
10:00 AM
Are you considering migrating to Macola ES? This session explores the product differences as well as the various Exact developed tools for helping with the transition to the new technology.
Exact e-Synergy Exact MAX
Exact e-Synergy: Extending and Adding Value to Your Exact MAX Business Solution - General
SYN103
10:00 AM
Exploring the advantages of adding Exact e-Synergy to an Exact MAX installation and the various tools available that add further value to your existing Exact MAX software.
Exact e-Synergy
Using e–Synergy to Meet Requirements of Multinational/Multi–location Companies - Executive Management
SYN101
10:00 AM
Implementing Exact e–Synergy provides a powerful solution for organizations with multiple locations or divisions across different geographies. The business solution provides for visibility into local operations without adding traditional complex technologies to accomplish an important as of global business.
Exact e-Synergy Exact JobBOSS
Exact e–Synergy: Extending and Adding Value to Your Exact JobBOSS Solution - General
SYN104
10:00 AM
Exploring the advantages of adding Exact e–Synergy to an Exact JobBOSS installation and the various tools available that add further value to your existing Exact JobBOSS software.
Exact Alliance
Roadmap for Alliance/MFG - a Look Ahead - Executive Management
ALL105
10:00 AM
In this session we will share the product plan, discuss important features and get your feedback.
Exact Macola
Macola Progression vs. Macola ES - Which One is Right for You? - General
Eligible for 1.5 CPE credits
MAC106
10:00 AM
Explore the differences between Macola Progression and Macola Enterprise Suite (ES). See how navigation has been improved to become more intuitive and user friendly. Learn and see how General Ledger in ES has been simplified and more intuitive with greatly expanded reporting capabilities. See how order entry and purchase order processing has been streamlined onto one page! See the differences in Item Maintenance. Learn about Cards in ES where GL, AP, AR summary and detail information is quickly available and maintainable. This session is designed for customers who are considering upgrading from Progression to ES.
Exact JobBOSS
The future direction of Exact JobBOSS - General
JB107
10:00 AM
What's next? All JobBOSS users should attend this session to hear how JobBOSS will carry on its leverage of the power of Exact, Microsoft, and other technologies to continue to deliver cutting edge products and services.
Exact MAX
Where We Are; Where We're going: Exact MAX Product Direction & Strategy - General
Eligible for 1.5 CPE credits
MAX 110
10:00 AM
All MAX users should attend this session. We will discuss the progress we've made with MAX 4.0, our plans for Exact RM (the SQL version of MAX), the expanded integration between MAX and e-Synergy, the expanded integration between MAX and EBA, and any upcoming enhancements and that will be available for your MAX system throughout 2007.
Exact MAX
OPEN - General
MAX111
10:00 AM
TBD
Exact Macola
Going Beyond POP: Materials Management & Shop Floor Control - Advanced User
Eligible for 1.5 CPE credits
MAC112
10:00 AM
Find out what Shop Floor Control offers beyond the POP environment. Leverage Shop Floor Control to create and track shop orders for both Make to Stock and Make to Order items. Link shop orders to purchase orders. Learn how material is allocated to shop orders and how to identify shortages before they become critical.
Exact Macola
Reporting Against Your Progression Data - Advanced User
Eligible for 1.5 CPE credits
MAC113
10:00 AM
Learn the recommended tools available for analyzing, and reporting against your Progression data. This session will cover the tools functionality as well as effective use of the Progression database layout and documentation.
Exact Business Analytics Exact Macola
The Power of EBA Report Writer & Graphing for Macola ES & Progression - General
Eligible for 1.5 CPE credits
MAC114
10:00 AM
Graphs and reports are very valuable presentation methods included with your EBA license and integrated with EBA views. Learn the power of the built in EBA report writer and graphing components and use EBA to its full potential. Users of all levels will see the possibilities, and then learn how to create reports and graphs.
Exact Macola
Business Process Monitoring with Exact Event Manager - General
Eligible for 1.5 CPE credits
MAC115
10:00 AM
Learn how Exact Event' Manager's solution can help you monitor critical business systems and alert you to take corrective action before the real problem begins! Macola ES, Macola Progression, Globe and e-Synergy users will learn how to create specific events (with alerts) to monitor data and systems in an effort to eliminate manual tasks and human error.
Exact Globe Enterprise
Exact Globe Batch 370 Enhancements & Overview - General
Eligible for 1.5 CPE credits
GL116
10:00 AM
Batch 370 has some significant product enhancements, both on the technology front as well as the feature / functionality front. The technology improvements also have an impact on the Software Developers Kit (SDK). This session will provide and overview of the product enhancements to be found in Batch 370. The enhancements will be shown in the actual software in the form of a product demonstration.
Exact e-Synergy
Exact Transporter. How migrating and sharing data can open up e–Synergy - Advanced User
Eligible for 1.5 CPE credits
SYN201
1:00 PM
Consolidating data with Exact e–Synergy is a powerful accomplishment, none of which can be elegantly accomplished without the Exact Transporter. In this session, the toolset will be explored in detail providing insight into the various methods and requirements to migrate data from external systems into e–Synergy such as Financial and CRM data. This can be used in once off applications, such as during a conversion, or on an ongoing basis.
Exact e-Synergy
Exact e-Synergy in Action - A Customer Success Forum - General
SYN202
1:00 PM
A current customer of Exact e-Synergy highlights the business benefits of Exact e-Synergy and how they have deployed the solution within their organization.
Exact e-Synergy
Exact e-Synergy User Group - General
SYN204
1:00 PM
Exact e-Synergy User Group session, hosted and run by Exact users where customers meet each other, and share ideas and discover what other customers are using Exact e-Synergy for.
Exact Macola
Credit Card Processing and Security Enhancements - General
Eligible for 1.5 CPE credits
MAC205
1:00 PM
Don't miss this opportunity to learn more about Exact's comprehensive credit card processing solution (for both Macola ES and Progression)... and how it can help you improve your company's cash flow and bottom line profitability.
Exact Alliance
CRP and Labor Distribution in Alliance/MFG - Advanced User
ALL206
1:00 PM
Get an overview of CRP and Labor Distribution.
Exact JobBOSS
Extending JobBOSS with CRM/Workflow/Doc Management - Executive Management
JB207
1:00 PM
All JobBOSS users should attend this session to see how e-Synergy, an established web-based Exact Solution, electronically defines your workflow so that key procedures are executed consistently each time and nothing falls through the cracks.
Exact JobBOSS
Expanding Your Use of JobBOSS Shop Floor Control - Advanced User
Eligible for 1.5 CPE credits
JB208
1:00 PM
JobBOSS users who are beginning to implement shop floor scheduling should attend this session to discuss solutions for getting a handle on better scheduling and job tracking practices. Here real-world examples of how shops implemented scheduling and what they do to ensure the data is accurate and up-to-date.
Exact JobBOSS
Ultimate Material Management - Advanced User
Eligible for 1.5 CPE credits
JB209
1:00 PM
Advanced JobBOSS users should attend this session to see the new 9.0 purchasing and material management functionality and reporting changes. Learn how the location and lot tracking functions really work. See how to do inventory cycle counting. Learn tips and tricks to manage your material that will help you be more productive in the office and the shop right away.
Exact MAX
Are you ready for Exact RM? - Technical User
MAX210
1:00 PM
Exact RM is the SQL version of MAX due for release in mid 2007. In this session, you'll learn how to properly prepare your environment to facilitate a smooth upgrade and database conversion.
Exact MAX
Developing an Intelligent Lean Implementation Strategy - Executive Management
Eligible for 1.5 CPE credits
MAX211
1:00 PM
Is Lean Manufacturing right for you? If you're considering a Lean implementation, you won't want to miss this session. APICS and MAX guru Chuck Juhnke will provide insight into Lean methodologies that will help you identify what Lean can and can't do for your business.
Exact Business Analytics Exact Macola
What's New with Analytics: EBA Goes .Net plus extends business benefits to Macola users - General
Eligible for 1.5 CPE credits
MAC212
1:00 PM
Be among the first to see the increased functionality, dashboard capabilities and new interface of EBA with the change to .Net technology. Also learn about the expanded analytics, dashboards and additional reports available for Macola ES.
Exact Macola
Easy Access to Macola Product Knowledge: Navigating the Portal - General
Eligible for 1.5 CPE credits
MAC213
1:00 PM
This session is a must for both new and experienced Progression users seeking in-depth product information. Learn effective portal navigation and search techniques. Find hot topic documents, and the latest product release notes Understand how InfoMine can help you locate specific information quickly. Download Progression user guides from the Reference Library. Learn how On-Demand Training can provide instant 'how-to' information.
Exact Macola
Upgrading to Exact EDI - Executive Management
Eligible for 1.5 CPE credits
MAC214
1:00 PM
This session will provide those who are using the Gentran EDI solution with the information they need about the process of updating to the "new" Exact EDI offering. As well those who are running Exact EDI will gain knowledge of the new documents that are handled thru the Exact EDI offering.
Exact Macola
Excel Add-In for Macola ES - Advanced User
Eligible for 1.5 CPE credits
MAC215
1:00 PM
Excel Add-in helps you generate financial and non-financial reports quickly using existing table data. Learn how to consolidate multi-company data into one report, plus tips on creating customized financial statements and reports. Also how to develop cost center analysis reports, graph company data, and more!
Exact Globe Enterprise
SDK for Exact Globe Enterprise - Technical User
Eligible for 1.5 CPE credits
GL216
1:00 PM
Do you need to extend the boundaries of Exact Globe Enterprise? Are there specific business processes unique to you that you need to incorporate into your Exact Globe Enterprise back office system? If so, then attending this session will provide you with great insight into the capabilities of extending the functionality of your back office using the Software Developers Kit (SDK) available for Exact Globe Enterprise.
Exact e-Synergy
Automating Exact e-Synergy with Exact Event Manager - General
Eligible for 1.5 CPE credits
SYN301
2:45 PM
Take Exact e-Synergy and add Exact Event Manager to the recipe and you have a powerfully automated Business Process Management tool that will help uncover areas of latent potential throughout your organization. In this session, we explore uses for Exact Event Manager with Exact e-Synergy and learn the basics of what the combined toolset can mean to your organization.
Exact e-Synergy
What's New in Exact e-Synergy Batch 370 - General
SYN302
2:45 PM
A review the upcoming Exact e-Synergy release allowing customers to prepare your organizations for the new features and functions embedded within the application.
Exact e-Synergy
OPEN - General
SYN304
2:45 PM
TBD
Exact Alliance
Beyond Alliance/MFG Basics - Advanced User
Eligible for 1.5 CPE credits
ALL305
2:45 PM
We will share strategies for getting the most from your Alliance/MFG system including: Training and implementation methods, ongoing training and development and what to do with a new release or module. We will also provide a brief introduction of the benefits or a business system evaluation.
Exact Alliance
QuickBooks Accounting Link for Alliance/MFG - Advanced User
Eligible for 1.5 CPE credits
ALL306
2:45 PM
See the robust functionality present in the QuickBooks accounting link, hear about maintenance and how to handle historical data.
Exact JobBOSS
Managing Your Quality Systems with JobBOSS - Advanced User
Eligible for 1.5 CPE credits
JB307
2:45 PM
Advanced users of JobBOSS should attend this session to see a demonstration session for the JobBOSS Quality Toolkit and how you can measure and manage quality in your business. Hear about quality best practices other users have implemented and share yours.
Exact JobBOSS
Quoting - Beyond the Basics - Advanced User
Eligible for 1.5 CPE credits
JB308
2:45 PM
Advanced users should attend this session to learn about all the changes made to the Quoting module to help JobBOSS customers respond to RFQ's for multiple parts quickly and more efficiently. If your not currently using the JobBOSS Quoting module, you maybe after this session!
Exact JobBOSS
Financial Analysis with JobBOSS - Executive Management
Eligible for 1.5 CPE credits
JB309
2:45 PM
Accounting users should come to this session to learn how to use the key financial and job costing reports in the Job Control module and learn best practices for using these reports to create journal entries to the general ledger module for such things as work in process, cost of goods sold, and scrap analysis.
Exact e-Synergy Exact MAX
Quick Start Service Portals with MAX & e-Synergy - New User
Eligible for 1.5 CPE credits
MAX310
2:45 PM
Did you know that you use e-Synergy every time you login to the MAX Customer Portal? Imagine the benefit if you could offer the same service to your customers. In this session, learn how you can quickly and easily setup a portal that can tighten valuable relationships along your entire supply chain.
Exact MAX
Great Plains Month-end Procedures & the MAX Drillbacks - New User
Eligible for 1.5 CPE credits
MAX311
2:45 PM
Finance staff who would like to enhance their use of Great Plains should attend this session. You'll learn how to correctly close periods, reset month-to-date values, and view originating MAX transaction data within Great Plains.
Exact Macola
Advanced Distribution for Macola ERP - Advanced User
Eligible for 1.5 CPE credits
MAC312
2:45 PM
This session includes important information on Physical Inventory and Cycle Counting in Macola Progression and Macola ES.
Exact Macola
A Roadmap for Converting from Progression to Macola ES - General
Eligible for 1.5 CPE credits
MAC313
2:45 PM
Any conversion requires a precise plan – here we discuss timelines, expectations, basic steps, trial conversions, validation process, sign offs and more. Required for anyone thinking about or currently going through a conversion to Macola ES.
Exact Macola
Beyond Static Reporting - Getting More Value from your Macola/Progression Implementation - New User
MAC314
2:45 PM
An overview and demonstration with customer examples of how EBA is being used to run businesses on a daily basis. See the growing list of EBA modules and benefits in action.
Exact Macola
An Overview of Macola ES Payroll - New User
Eligible for 1.5 CPE credits
MAC315
2:45 PM
This session will cover the robust features of the Progression and Macola ES payroll application. This session will provide the opportunity for customers to gain a better understanding of how to gain full benefit of their existing Progression or Macola ES payroll implementation as well as prepare them for an easy migration from Progression Payroll to Macola ES payroll.
Exact e-Synergy Exact Globe Enterprise
Financial Overview and Consolidations with Exact Globe Enterprise and Exact e-Synergy - Advanced User
Eligible for 1.5 CPE credits
GL316
2:45 PM
Gain further insight into your use of Exact Globe Enterprise financials with a practical overview of financial management as it relates to Exact Globe Enterprise and e-Synergy. This overview includes the ever important aspect of Financial Consolidations, all from a practical perspective.
Exact e-Synergy
Exact e-Synergy: Best Practices for customer care - Extending CRM - Executive Management
Eligible for 1.5 CPE credits
SYN401
4:30 PM
Exploring ways to configure Exact e-Synergy centered around Customer Service, using workflow, documents and other core components to help one look after customers.
Exact e-Synergy
Exact e-Synergy: Best Practices for Quality Management - General
Eligible for 1.5 CPE credits
SYN403
4:30 PM
Have you thought of using Exact e-Synergy to help manage your Quality Assurance processes. Organizations that are ISO certified, or any other quality management system, will benefit from exploring some of the opportunities presented with Exact e-Synergy.
Exact Alliance
Remote Data Collection For Alliance/MFG - Technical User
Eligible for 1.5 CPE credits
ALL405
4:30 PM
Learn about the Alliance/MFG Remote Data Collection system from architecture to a demo of individual methods available including: Tags, Kitting, Labor, Receiving, and Shipping.
Exact Alliance
Utilities available for Alliance/MFG - Technical User
Eligible for 1.5 CPE credits
ALL406
4:30 PM
We will share information about customizing your Alliance/MFG system to fit your business. Functionality discusses includes: EIS, CRU, Batch Labor, Serialized PO Receipts, and the View Importer.
Exact JobBOSS
JobBOSS Shop Owner's Forum - Executive Management
Eligible for 1.5 CPE credits
JB407
4:30 PM
Attention shop owners: This session is an opportunity to give us feedback on products, services, our business relationship, share ideas and concerns with JobBOSS executives.
Exact JobBOSS
Material Management Forum - Advanced User
Eligible for 1.5 CPE credits
JB408
4:30 PM
Advanced JobBOSS users should attend this panel discussion of material management best practices. Hear what other JobBOSS users have implemented and share yours.
Exact JobBOSS
Extending Reporting with MS Office - New User
Eligible for 1.5 CPE credits
JB409
4:30 PM
Users with no practical report writing experience with the JobBOSS database are encouraged to attend this session to understand the basic data structure and how to use Microsoft Excel, Microsoft Access, and Microsoft Word to create dynamic reports, charts, and graphs, by extracting data directly from JobBOSS.
Exact MAX
From the Whiteboard to the Monitor: Advanced Production Scheduling with MAX - New User
Eligible for 1.5 CPE credits
MAX410
4:30 PM
Managing your production schedule with MAX just got easier. Now you can view, analyze, and manage actual work load through a visual interface. And with the ability to test multiple schedule iterations, you can more effectively balance real world production limitations with the need to fulfill customer orders.
Exact MAX
What's New with Crystal XI? - Advanced User
Eligible for 1.5 CPE credits
MAX411
4:30 PM
If you're already familiar with Crystal, this session will show you how upgrading to MAX 4.0 will affect your reports. A new report viewer comes standard with the move to MAX 4.0 and Crystal XI, along with upgrades to your standard reports, custom reports, and all your MAX forms.
Exact Macola
Techniques for Smooth Month End Reconciliation in Macola - New User
MAC412
4:30 PM
TBD
Exact Business Analytics Exact Macola
Getting Started with Exact Business Analytics in Macola ES or Progression: Implementation Tips - New User
Eligible for 1.5 CPE credits
MAC413
4:30 PM
Get a jump on your EBA implementation and planning - learn what it takes to implement EBA, how to get started, how to get value from day one and what training is available. Hear how other customers have been successful and know what to expect if you are looking to purchase EBA in the near future.
Exact Macola
Using Flexibility & Designer to Maximize Progression Functionality - Advanced User
MAC414
4:30 PM
Explore the capabilities of Flexibility/VBA and Designer to optimize your organizations process and information flow.
Exact Macola
Total Enterprise Management: Integrated Exact Solutions on a Single Database - General
Eligible for 1.5 CPE credits
MAC415
4:30 PM
Making key decisions on where your business is going and what you will need to get there - short term or long term is what business is all about - in this information session experience how Macola ES and Exact e-Synergy can integrate financial, distribution, manufacturing, human resources, and supply chain functions on one database and enable your employees, customers, and suppliers to access this information to increase collaboration and further improve your business operations.
Exact Globe Enterprise
Exact Globe Enterprise and the Excel Add In - Advanced User
Eligible for 1.5 CPE credits
GL416
4:30 PM
The integration with Exact Globe Enterprise and Microsoft Excel provides users with an extremely powerful toolset for extracting data in a fast and efficient manner into a format that most people are familiar with. This session will cover the capabilities of the integration and provide you with insight into what you can really accomplish with your hard earned data.
Exact e-Synergy
Best Practices for Sales Management (SFA) - General
Eligible for 1.5 CPE credits
SYN501
1:00 PM
Exact e–Synergy can handle your Sales Force Automation (SFA) requirements. In this session, we will explore ways to configure and make use of workflow, documents and projects to deploy e–Synergy as your primary Sales Force Automation tool.
Exact e-Synergy
Best Practices for Intellectual Property Management - General
Eligible for 1.5 CPE credits
SYN503
1:00 PM
Managing your Intellectual Property (IP) is a topic close to many people¨s hearts. Exact e–Synergy presents huge opportunities to help you protect one of your most valuable assets. Exact e–Synergy has a powerful use of Document Management and Workflow management, both of which are fundamental to IP Management. Here, we uncover efficient ways to configure and manage both workflow and documents to take care of IP Management.
Exact Alliance
REPEAT - Remote Data Collection For Alliance/MFG - Technical User
Eligible for 1.5 CPE credits
ALL505
1:00 PM
Repeat session for those who missed it on Monday. Learn about the Alliance/MFG Remote Data Collection system from architecture to a demo of individual methods available including: Tags, Kitting, Labor, Receiving, and Shipping.
Exact Alliance
Custom View Builder for Alliance/MFG - Technical User
ALL506
1:00 PM
Get a detailed overview of the Custom View Builder and see how it could work in your business.
Exact JobBOSS
New Features of the Latest JobBOSS Release - General
JB507
1:00 PM
All JobBOSS users should attend this session to hear about the new features and functionality in the next release that will make your job easier and your shop more efficient.
Exact e-Synergy Exact MAX
e-Synergy Tips & Tricks - Advanced User
Eligible for 1.5 CPE credits
MAX510
1:00 PM
This session is geared toward MAX customers who currently use e-Synergy to consolidate people, processes, and knowledge into a single database. An e-Synergy expert will take you through a series of short cuts and best practices so you can maximize your e-Synergy investment.
Exact MAX
Automate Your Data Collection Procedures with MAX - New User
Eligible for 1.5 CPE credits
MAX511
1:00 PM
The MAX Data Collection Monitor can help you track inventory, shop floor, labor, and shipping transactions with remote or mounted scanning devices. In this session, we'll discuss th