2014 Annual Users Conference Sunday – Wednesday November 9 – 12, 2014 Silverado Resort & Spa, Napa Valley, California Personal Invitation Dear Visual EstiTrack™ and Visual Books™ Users: This year marks our 18th Annual Visual EstiTrack™ and Visual Books™ Users Conference. We welcome you to join us in Napa Valley, CA at the beautiful Silverado 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 golf, wine tasting, culinary excursions or other fun 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 will plan to focus more on training you on Visual EstiTrack’s more in-depth features after reviewing the enhancements we have made to our products over the last development year. 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. In addition, we will be providing you a “first look” at our new upcoming SQL- server/.NET version of Visual EstiTrack™ targeted for a the last quarter of 2015 release date. So please join us this November in beautiful Napa Valley CA. 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 1997. 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 and finally Las Vegas NV in 2013. Conference Agenda Sunday, November 9th 12:00 p.m. - Version 2015 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 330.650.1713. Inglenook Room 5:00 p.m. - Welcome Reception Inside Terrace and Outside Patio Monday, November 10th 7:30 a.m. Breakfast for attendees & paid guests – Inside Terrace and Outside Patio 8:30 a.m. Welcome – Introductions and Conference Overview – Vintner’s Court 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 2014 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 ten enhancements for next year. Each participant will be given 10 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 ten ideas will be tallied and will be developed for the next version of Visual EstiTrack. TOP 10 VOTES FROM 2013 FOR Visual EstiTrack 1st Action request, auto populate all fields based on the sales order line item or shop order no., Lock down with admin rights for change 2nd Schedule workcenters display other operations. 3rd Emails - different types of customer/vendor contacts. Example: Shipping. 4th Make Customer editable in Shipment & Invoices. 5th Expand Inspection reports for AS9102. 6th Archive 7th Mass Change Sales Person. 8th Force Sales Order Due Date. 9th Task Manager-When all team members have completed. Notify the person who started it. 10th Print with P.O. based on part number. 10:15 a.m. Break Conference Agenda 10:30 a.m. Round Table Discussions In this session, participants will be provided an opportunity to share ideas and experiences in an intimate one-on-one group setting. In this setting your voice, opinions and ideas will be heard and documented. Conference attendees will break-up into small discussion groups/roundtables that will be organized by three subject areas: Just for Beginners, Formal BOMs, and Job Estimating. Participants can also freely move from one round table discussion to another as desired. Each group will be asked to share experiences, discuss issues, share opinions, strategies, tactics, or just to brainstorm (throwing forth any ideas, no matter what they may be). In these discussions, individuals should be open, honest, and direct with others around the table; always showing mutual respect for the opinions of others. Each table will have a customer chair-person who will be responsible for recording any ideas and or suggestions generated during discussions. At the end of the table discussions, each chairperson will share their table findings with the other attendees so that all participants can benefit from each of the table discussions. Just for Beginners – Tricks and tips. Ask those questions you would not ask during a whole group session. – Inside Terrace Formal BOMs, Product Structures and Configurator – In this round table session we will review the fundamental design and concepts behind defining formal Bill of Material product structures. We will review cost roll-up logic and options, how to link routings and cost estimates to MAKE items and how to update BUY item costs in mass. Finally, we will review when and how to use the Product Configurator to manage product structure options configurable on Sales Order line items and material worksheets. – Vintners’ Court Job Estimating – In this round table session we will do a deep dive into Visual EstiTrack’s Job Estimating system and features. We will review all fundamental estimating features and dive into some of VET’s less known, yet powerful options including calculators for defining anticipated run quantities based on quote quantities and work center specific setup/scrap calculators. – Vintner’s Court 12:00 p.m. Boxed Lunch – Inside Terrace and Outside Patio 1:00 p.m. Gage Management In this session we will review Visual EstiTrack’s new Gage Management features. We will review VET’s new gage specific screens designed to capture gage type specific information and how to track calibrations and gage usage activity. 2:15 p.m. Break Conference Agenda 2:30 p.m. Executive Dashboard From a Customer’s Perspective Presented by Kris & Keri Welhart of Stroco www.stroco.com In this session we will review our latest release of Visual EstiTrack’s Executive Dashboard. This presentation will be conducted by our customer, Stroco, who helped us enhance the Dashboard to enable tracking and updating shop order status information to keep all of Stroco’s staff coordinated with day to day shop order management requirements and work flow status. 3:00 p.m. Editing Reports In this session we will review Visual EstiTrack’s report editing feature. We will demonstrate how to enable report editing and how review how to create user specific report definitions that are customized to a customer’s specific needs. 3:30 p.m. VET Messaging In this session we will demonstrate how to use Visual EstiTrack’s little known messaging system. We will examine how to install and setup VET Messaging and how to use it to generate alert messages and emails to both internal staff and external entities for enhanced workflow management. 4:00 p.m. Back-up and Recovery In this session we will discuss the critical importance of having a solid, tested and validated backup and recovery system. We will review what files should be backed up, how often and the importance of performing FULL backups in order to prevent catastrophic data loss in case of physical equipment crashes or due to a malicious virus attacks. 4:30 p.m. Adjourn meeting *6:00 p.m. Pine Ridge Vineyards www.pineridgevineyards.com Winery Tour, Appetizers, and Wine Dinner in the Wine Cave (Cost included with registration.) *Motor Coach transportation departs Silverado Resort at 5:45 p.m. Conference Agenda Tuesday, November 11th 7:30 a.m. Breakfast for attendees & paid guests – Inside Terrace and Outside Patio 8:30 a.m. Visual EstiTrack iVET Version 2.0-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.