SYNERGY RESOURCES NEWSLETTER - AUGUST, 2010
New this month:
- View From the Top - Fruits of User Group efforts to be realized in Release 7.0
- Regional User Meeting Update - Q3 schedule of meetings now available
- VISUAL User Conference in Atlantic City – May, 2011 - Save the Date!
- New Products - VISUAL Release 7.0 Product Launch
- Customer Spotlight - Orthodontic manufacturer grows business with improved visibility over operations
- Product Extensions - Improve end user adoption of VISUAL and document your procedures faster with EPAK
- New Services - New Synergy Customer Portal goes Live
- Product Extension Modules - Products that enhance your VISUAL system
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| View from the Top: Fruits of User Group efforts to be realized in Release 7.0 |
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There are many reasons to look forward to the upcoming VISUAL product release, version 7.0, but probably high on my list is the fact that releases such as this one continue to demonstrate Infor’s commitment to the customer base. As we have discussed in many Local User Group Meetings in the past, it is important to share your ideas and work together to develop a consolidated list of product enhancements. And our message to the customer base has been that Infor will honor those requests, particularly when they are presented by a consensus of users.
Hopefully as you become aware of the contents of this new release, you will see some of the requests your local group has lobbied for in the past. And we hope you will continue to work together in local groups to build consensus over the features and needs that will help you to run your businesses at their peak performance. These successes should also provide encouragement to some of the newer Regional User Groups who are just beginning to pool their ideas together for future needs. With Pennsylvania now functional, and Eastern Canada about to begin as an independent user driven group, there are now 6 regional groups just in our eastern region alone from Canada to Virginia. Making it more feasible than ever for our customers to meet regularly with their fellow users each quarter.
In addition to the Regional User Groups, we are pleased to announce that the next Synergy Resources VISUAL User Conference has been scheduled for May 15 -18, 2011 in Atlantic City, NJ. We will continue to try to strategically locate the conference so that it can be in driving distance for all of our customers at one time or another. We will be sending more details about the conference in the coming weeks. In the meantime, we look forward to seeing you at a regional meeting in September or October. Danna Nelson, Infor's VISUAL Product Manager, has graciously agreed to visit many of the Third Quarter User Group Meetings to review the 7.0 release plan, and to continue to solicit feedback for future releases.
Regards,
Mark Lilly
Partner
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| Regional User Meeting Update: Q3 Schedule of Meetings Now Available |
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New England User Group:
Wednesday, Sept. 15th, 2010
9:00am – 5:00pm
The Publick House
277 Main Street - Route 13
Sturbridge, MA 01566
Phone: 508-347-3313
Register
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New York/New Jersey User Group:
Thursday, Sept. 16th, 2010
9:30am – 3:30pm
Holiday Inn Somerset
195 Davidson Avenue
Somerset, NJ 08873
Phone: 732-356-1700
Register
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Eastern Canada User Group:
Tuesday, Sept. 21st, 2010
9:00am – 5:00pm
Holiday Inn Express and Suites Milton
2750 High Point Dr.
Milton, Ontario L9T 5G5 Canada
Phone: 905-876-4955
Register
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Pennsylvania User Group:
Wednesday, Sept. 22nd, 2010
9:00am - 05:00PM
Inn At Reading
1040 North Park Road
Reading, PA 19610-1338
Phone: 610-372-7811
Register
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Long Island User Group:
Wednesday, Oct.. 20th, 2010
9:30am – 3:30pm
Synergy Office
45 Park Avenue
Bay Shore, NY 11706
Phone: 631-665-205
Register
Join a Local VISUAL
User Group Today!
www.VMNEUG.org |
The third quarter User Group Meetings are fast approaching and will be upon us quickly, now that summer vacations are coming to an end, and schools are about to reopen. A complete list of upcoming events are listed in the side bar.
Danna Nelson, Infor VISUAL Product Manager will be attending many of the meetings with a review of the upcoming VISUAL 7.0 product release. And as always, these meetings serve as an excellent way to learn from your fellow VISUAL Users, and provide a variety of resources to get answers to questions you have.
We’re pleased to announce that the first user-led Eastern Canada meeting will be held on September 21st. This will be the 6th Regional User Group that has been launched within the Synergy Resource user community
Upcoming Meetings:
- New England – September 15th
- New York/New Jersey – September 16th
- Eastern Canada - September 21st
- Pennsylvania – September 22nd
- Long Island – October 20th
- Mid-Atlantic - To be announced
For more information and to register, click on a link in the side bar or visit the www.VMNEUG.org website. Note that some Q3 meetings have not been set up for registration, but will be shortly.
VISUAL User Education Conference 2011
The 3rd Synergy Resources VISUAL Education Conference is now scheduled to be held on May 15th through 18th, 2011 in Atlantic City, NJ at the Sheraton Atlantic City Convention Center Hotel.

Be sure to mark your calendars! Details to follow soon!
Contact Michele Shannahan for questions. 603-742-0005

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| New Products: VISUAL Release 7.0 Product Launch |
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The much anticipated VISUAL Release 7.0 is now scheduled to be released for general availability by the end of the year. The release is expected to bring a variety of product and technology enhancements to the VISUAL user community. Many of which have come from the direct input of our customers. Infor’s VISUAL Product Manager, Danna Nelson will be on hand at many of the Regional User Group Meetings this Fall to discuss the enhancements that will be in the release. In the meantime, here are just some of enhancements that are planned to be included, below. Be sure to attend a local user group meeting to hear more details.
Manufacturing:
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Manufacturing Window Updates
- Material Planning Window Enhancements
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Scheduling Window Enhancements
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Customer Order Entry Enhancements
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Material Issues Window Enhancements
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PO Receiving Window Enhancements
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Document Reference Enhancements
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Workflow Improvements
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VISUAL Search Enhancements
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Project Enhancements
- User Defined Field Enhancements
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Financials:
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Display Column Totals in AP Invoice Entry
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Export GL Document Postings to Excel
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Export Cashbook Window to Excel
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Partial shipments in Progress Billing
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Credit memos appear as payment type in receivables
Technical:
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VISUAL.INI settings now contained in the database
- Read-only security for Vendor, Part, and Customer Maintenance header fields
- User security profiles
- Allow users other than SYSADM to Add/Maintain Users
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| Customer Spotlight: Orthodontic manufacturer improves visibility over operations |
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“VISUAL has helped us improve efficiency in inventory management by about 20 percent. It’s also helped streamline order entry as much as 30 to 40 percent. But I couldn’t begin to put a number on how significantly the system has improved overall operations’ workflow control.”
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Ultimate Wireforms, Inc. – Bristol, Connecticut
Ultimate Wireforms was founded 22 years ago to provide high quality orthodontic products and services to a worldwide customer base of dealers and distributors directly serving orthodontic practices. The company was looking to boost service and reduce overall costs in order to improve market competitiveness.
"We knew what we needed in a new system, but it was a difficult process at the start because we didn't know what was out there," says Greg Lawless, information systems manager. "We started by looking at 10 different systems, then narrowed that down to four. Ultimately we selected Infor VISUAL because it most closely aligned with what we needed. It allowed us to do the most with the least modification of our business processes. It’s also very scalable - which has supported our growth."
High on the list of needs was that for greater visibility into overall supply and demand to improve efficiencies and customer responsiveness. "Most of our products have upwards of 10 to 15 operations. When we first implemented the system in 2005, we probably averaged 800 to 1,000 open work orders on the floor," says Doreen Goulet, Director of Customer Service. "When a customer called, VISUAL gave us the visibility we needed to easily answer questions about their shipment."
"The material planning window in the VISUAL Inventory Control module, coupled with the Bar Code Transaction (BTS) module, provided a great tool for getting a quick snapshot for where we stood. It enabled us to provide accurate commitments on shipping - and if need be, the information we needed to help expedite an order," she says.
Says Lawless: "Before VISUAL, we used to have to go out on the floor and yell, asking workers to tell us where an item was. The BTS module has been especially vital to augmenting improvement visibility, but also in eliminating manual effort and human error. It’s greatly aided us in streamlining our processes," Goulet says.
The company builds to finished goods inventory as well as to customer orders. Because its products are classified as medical devices, traceability of both components and finished goods is a critical, mandated requirement. "Where before it would take us upwards of 30 minutes to trace finished goods to raw materials - hoping that everybody had filed everything correctly, we can do a trace now in less than 60 seconds," Goulet reports.
She says "VISUAL has helped us improve efficiency in inventory management by about 20 percent. It’s also helped streamline order entry as much as 30 to 40 percent. But I couldn’t begin to put a number on how significantly the system has improved overall operations' workflow control."
IS Manager Lawless is impressed with the quality and commitment to support and service provided by Synergy Resources, Infor’s local value-added reseller. "They're extremely knowledgeable and always available. Even after hours, if I call with a question, they’re always happy to help out. And I can’t say enough about the support we’ve received from Infor tech support. It’s been outstanding. We had some initial concerns when Infor first acquired the product, but they have really stepped up. And they have invested a lot in enhancing the project in ways that directly support our continued business growth." Full Story
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| Product Extensions: Improve user adoption and document your procedures faster with EPAK |
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Infor EPAK
(Enterprise Performance Accelerator Kit)
The Infor Enterprise Performance Accelerator Kit (EPAK) gives you all the tools you need to build your employee skill sets and make them more productive-before, during and after implementation. It's a proven solution that can meet your organization's specific deployment requirements across the entire lifecycle of your software systems:
- Pre-implementation: EPAK helps you evaluate functionality and conduct user acceptance testing, business process reviews, and approvals.
- During implementation: EPAK provides tools for instructor-led and web-based training, as well as usage tracking and user acceptance training.
- Post-implementation: EPAK can be used to deliver job aids, product assistance, simulations, and application coaching.
Document your business procedures in a fraction of the time it would traditionally take, using EPAK pre-built content. Infor EPAK gives you a single platform for managing your software and achieving key business benefits:
- Increased user acceptance and productivity
- Smoother, faster implementations
- Reduced support requests
- Lower training costs per employee
- Easier documentation of compliance programs
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| New Services: New Synergy Customer Portal goes Live |
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The Synergy Resources Customer Portal has been updated!
Be sure to check out the new and improved customer portal site, providing additional resources, such as:
- Product Center - Providing downloads to all Product Extension Brochures, Recorded Product Webinars, and Product Release Notes.
- Support & Training Center - Providing a view of support and training options, including the support ticket tracker.
- Events - Such as the Local User Group Meetings.
- Additional Resources - Providing White Papers, Videos, Testimonials, and past Newsletters.
For more information, contact Donna LaMontagne at 631-665-2050 or email. or Paul Tedford at 603-560-7650 or email or Robert Anand in Canada at 416-451-2427 or email
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| Product Extension Modules - Products That Enhance your VISUAL System |
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Synergy Resources Regional North American Offices
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New York/New Jersey
45 Park Avenue
Bay Shore, NY 11706
631-665-2050 | Telephone
866-896-6347 | Toll Free
631-665-2084 | Fax
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Mid Atlantic
1001 Owls Nest Drive
Reading, PA, 19606
866-896-6347 | Toll Free
631-665-2084 | Fax |
New England
6 Old Rochester Road
Suite 302
Dover, NH 03820
603-742-0005 | Telephone
888-544-0357 | Toll Free
603-742-0023 | Fax |
Eastern Canada
1464 Cornwall Drive, Suite 8
Oakville, ON L6J 7W5
289-291-1331 | Telephone
905 469-9082 | Fax
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