MILWAUKEE, WI
JOIN US AT POTAWATOMI'S LUXURY HOTEL IN DOWNTOWN MILWAUKEE
CONNECT & INSPIRE
JOIN US FOR 3 DAYS OF LEARNING, NETWORKING AND CONNECTING
CROSSING THE GENERATIONAL DIVIDE
FEATURING KEYNOTE & MILLENNIAL EXPERT, CURT STEINHORST

2016 WorkWise Customer Conference

SEPTEMBER 20-22  |  POTAWATOMI HOTEL & CASINO  |  MILWAUKEE, WI

CONFERENCE HIGHLIGHTS

The WorkWise Customer Conference, Vision 2016, brings together our customers, partners and employees for three days of learning, networking and connecting with the WorkWise ERP and OnContact CRM community.

Working with Millennials

It’s a time of unprecedented generational challenge. Join keynote speaker, Curt Steinhorst, for a provocative presentation exposing new generational truths impacting leaders like you.

WorkWise ERP V9.9

See the future of ERP as we introduce WorkWise ERP V9.9. Learn how to adapt to ever-changing customer demands and transform your organization.

Manufacturing & Marketing

Integrate new digital technologies to help solve the top challenges industrial companies face. Drive new customer sales, improve sales rep accountability and gain insight into marketing return on investment.

OnContact CRM V10.1

You asked, we delivered. Say goodbye to Silverlight and say hello to OnContact’s new interface and functionality, built in HTML5. Get an exclusive first look at our exciting new CRM product.

Drive Sales Performance

Join Nancy Bleeke, author of Conversations that Sell, for a look at how “drive” helps or hinders your business. Uncover hidden factors standing in the way of success.

Accelerating Growth

Getting stuck is a phenomena virtually every business encounters. John Howman draws from 35+ years as an entrepreneur and business advisor to explain why this happens and how to overcome it.

CONFERENCE SPEAKERS

KEYNOTE SPEAKER

CURT STEINHORST

Millennial Expert & Certified Keynote Speaker on Generations

Curt is a Certified Keynote Speaker at The Center for Generational Kinetics with clients ranging from GM and Raytheon to the Naval Academy. Curt is a Millennial himself who has a reputation as a leader among Millennials.

Curt’s entertaining speaking style has wowed audiences of up to 20,000 leaders from California to New York City and Africa. Curt’s personal experiences leading Millennials and serving as a speaking coach for top performers — from executives and TV personalities to helping the Heisman Trophy Winner prepare for his speech — make him a powerful and entertaining communicator on how to bridge generations with employees and customers.

GUEST PRESENTERS

Dean Antonakes, WorkWise conference presenter
DEAN ANTONAKESCo-founder & President of uniPoint Software
Nancy Bleeke, Guest Presenter
NANCY BLEEKEFounder of Sales Pro Insider
Steve Condit, WorkWise Conference Presenter
STEVE CONDITPresident and Founder of Marketing Metrics Corp.
John Howman, Guest Speaker
JOHN HOWMANTrusted Advisor, Allied Consulting Group
Tammy Sawyer, WorkWise conference presenter
TAMMY SAWYEROnline Marketing Specialist
Wayne Wedell, WorkWise President
WAYNE WEDELLWorkWise President & CEO
John Stampen, WorkWise Presenter
JOHN STAMPENWI Manufacturing Extension Partnership
Jim Van Hecke, speaker at WorkWise Customer Conference
JIM VAN HECKECEO of Dash
Tim Vertz
TIM VERTZFounder of Vertz Marketing
  • “Presenters were well informed and helpful with specific questions. The venue was amazing. You hit it out of the ball park! Staff was exceptional.”

    AGGIE HESSEFlomatic Corp
  • Very impressed with the classes, venue and food! I learned a lot about the exciting things that are coming. Hotel & Casino were fantastic! It's hard to pinpoint the best thing, everything was done so professionally. It was great to finally meet the people that I have been talking to.

    BARBARA DONAHUEFlomatic Corp
  • Very well planned and executed conference. From the online invite and agenda to venue to sessions. Top notch. Well planned agenda, sessions, speakers, venue. Congrats to the marketing and planning team! I love the venue! I drove in each day from Madison - easy access off 94, easy & free parking. Conference center is comfortable, very clean - excellent! I found learning about SEO and marketing automation very valuable for me.

    AMANDA ROBINSONRF Technologies
  • "Great news about the customer service website. I plan on utilizing the training videos. Everything was great! Gorgeous accommodations! Liked the variety of topics."

    LINDA ERICKSONOldenburg Group
  • "“I enjoyed meeting new people. I learned how they worked with and in different modules in the WorkWise ERP system. Great ideas and suggestions were exchanged.”"

    TAMBRAY LEECHRacine Metal Fab, LTD

CONFERENCE AGENDA

TUESDAY, SEPTEMBER 20

EXECUTIVE SUMMIT & TRAINING

EXECUTIVE SUMMIT

7:30am – 8:30am

Breakfast & Executive Summit Registration

11:30am – 12:30pm

Lunch (for those not attending golf/tours)

PRE-CONFERENCE TRAINING

7:00am – 8:00am

Breakfast & Pre-Conference Training Registration

8:00am – 11:00am

ERP System Admin Training

A Windows platform look into WorkWise ERP security, custom menus, printers and more. Bring your pens and notebook and be ready to interact and learn.

ERP SSRS Reports Training

If you have a version of WorkWise ERP after v8.3, there’s an easy way to use web-based reporting tools already installed on your SQL Server. SQL Server Report Services, or SSRS, is installed automatically at no additional cost and is the tool WorkWise uses to produce many of the reports customers see. It is not only possible to copy and modify reports that exist, but you can also create your own reports from scratch. The tool is simple to learn and very powerful.

ERP WorkBenches Training

Learn how to use Role-Based workbenches to simplify your workflow. You’ll see Customer Service, Financial, and Manufacturing workbenches and learn how to use them to complete routine tasks more efficiently. You’ll also learn how to set up user defaults, security, groups, and more.

CRM Customizing Deployment

We will review the CRM customization tools and their role in application development. See how user preferences for searches and other controls may be promoted to groups. Learn the best practices for adding new tables and columns to the OnContact CRM database. Discover how to place new fields on screens and relate custom tables to standard CRM data. Walk through a customization example that builds all the necessary components to provide user interaction controls for custom data.

11:30am – 12:30pm

Lunch (for those not attending golf/tours)

OPTIONAL TOUR & GOLF ACTIVITIES

MILLER PARK & LAKEFRONT BREWERY TOURS

11:15am

Transportation to Miller Park and Lakefront Brewery Tours

11:15am – 5:00pm

Classic Tour of Miller Park & Lakefront Brewery Tour (includes lunch)

GOLF OUTING

12:00pm

Transportation to Golf Outing

12:00pm – 5:45pm

Golf Tournament at Brown Deer Golf Club (includes lunch)

CONFERENCE REGISTRATION & WELCOME RECEPTION

4:00pm – 7:00pm

Conference Registration

6:30pm – 8:30pm

Welcome Reception & Dinner

Sponsored by uniPoint

WEDNESDAY, SEPTEMBER 21

7:00am – 8:45am

Breakfast & Conference Registration

9:00am – 9:45am

Opening Session

10:00am – 10:50am

(ERP) WorkWise ERP 9.8 and Beyond

Based on customer feedback, WorkWise Software has released one of the most comprehensive releases in its history, WorkWise ERP 9.8. Not stopping there, 9.9 is soon to be released with even more capability. Join us for a look at these releases as well as a preview at what lies ahead with our 9.10 offering and our next generation release, 10.0. Come and see for yourself the new capabilities and technologies provided in these exciting releases, as well as a look into the direction we are headed.

(ERP) Role-Based Security for Protection & Access

How secure is your ERP system? The balance between data security and access is crucial to the success of your business system. This session reviews security changes to WorkWise ERP, and demonstrates how to invoke security at the group and granular level.

(ERP) Real-time ERP Alerts

It’s easy and quick to stay up to date using WorkWise ERP Alerts. Real-time visibility with notifications, alerts and instant messaging helps keep your business in proactive mode.

(CRM) Mining Your Database for Effective Marketing

Is your company sitting on a treasure trove of great data that you aren’t using? Hidden in your mountains of data is a gold mine of insight – and we’ll show you how to uncover it. Learn how to categorize and target customers in your database, send mass emails, add customers to campaigns, send product information, and more.

The 4 Drivers to Sales Performance You Need to Know

Wouldn’t it be nice to know what and how “drive” helps or hinders your company’s success? Don’t wait until the end of another year to find out what hidden factors are getting in the way of your people’s success.

Discover why:

  • Some say they will prospect, but never find the time
  • Others get stuck discounting price and giving concessions
  • Many spend too much time blaming the market, the company, or the product for their results
  • A few will waste time on reactive activities versus proactively building their sales opportunities

Learn:

  • The four Success Drivers you need to know
  • Why these Drivers lead to your company’s success or failure
  • How to identify the level of Drive in your people with a free resource to help

(ERP) Product Configurator = Customer-Centric Manufacturing

Learn how to set up your make-to-order products using the Product Configurator, compile meaningful costing information, and then confidently analyze your costs and profitability.

Avalara - Be Great

Automation is transforming how companies do business today, improving efficiencies and opening doors to new sales channels.

11:10am – 12:00pm

(ERP) Dynamic Visual Scheduling

Use the power of the Visual Scheduler to view load and capacity, adjust the load on non-critical work centers and reschedule shop orders.  Drag and drop functionality makes it easy to manage your production schedule and drill down to detailed requirements for shop orders with visual availability indicators.

Using the Configurator at Nercon Engineering

The product configurator is a tool that can enhance bill of materials with the power of asking a few questions to shape a bill of material. This session will showcase what the product configurator does for Nercon engineering. We will showcase different areas of the configurator itself: (Product lines, Base items, Features and Options, Data Tables, Calculations) Nercon will review the areas and talk to what it takes to do a project with Product Configurator.

(ERP) Flexible ERP Cost Methods & Cash Management

Gain insight into the various cost methods in ERP and learn about the pros and cons of each option. Review the Cash Management WorkBench, and learn how you can build cash flows using the full breadth of the ERP database – from GL, AP, AR data to Purchase orders, Customer orders and even MRP planned orders.

(CRM) OnContact's Latest: A Perfect "10"

You asked, we delivered. Time to move away from Silverlight and start with a whole new foundation. This session will introduce you to our newest release, OnContact 10. Get an exclusive first look at this exciting new product that will become the flagship of our CRM line and will be shipping by the end of the year.

(ERP) Quality by uniPoint - Managing the Total Inspection Process

See the WorkWise Quality by uniPoint system in action. After a brief overview of our 22-module quality management suite, we will focus on our new Inspection capability – including Bubble Drawing to automate the inspection planning process and our Inspection Manager module to facilitate the transfer of actual results from your inspection or capital equipment into an active inspection record, thus eliminating all data entry and potential for input mistakes. WorkWise Quality offers a unique arsenal of integrated inspection tools that cannot be found anywhere on the market today. uniPoint is a proud WorkWise partner, and Platinum Sponsor of the 2016 Vision WorkWise Conference.

(ERP) Enhanced Financial Reporting & Budgeting with Synoptix

This session is perfect for the Controller or CFO who wants to create robust, flexible financial statements and improve the budgeting process.

Synoptix Financial Reporter is a comprehensive financial reporting tool designed for creating, presenting and distributing customized financial reports. Synoptix simplifies creation of complex financial reports via a familiar Excel-like client.

Synoptix Budget cuts budgeting time while ensuring confident and accurate decisions. With a real-time connection to the database, Synoptix Budget dramatically increases the precision of department and company-wide budgets simultaneously.

WorkWise has implemented Synoptix for its financial reporting and will discuss the benefits we have received.

(ERP) Dash's DDX: WorkWise Integrated Document Management

Experience the power of Paperless with Dash DDX™ Document Management system. Join us to learn how to capture, archive and access all of your valuable business documents. You will also see new and existing integrations between DDX and Workwise, as well as the latest features.

  • Use WorkWise ERP / DDX integrations to share, search & protect your business documents
  • Find the documents you need in seconds right from your desk
  • Automate delivery 15+ customizable WorkWise ERP forms (email, fax & print)
  • Capture & catalog documents from WorkWise ERP and almost anywhere else, with little or no effort

Fully integrated with WorkWise ERP, Dash’s DDX works for almost any document, keeping them safe, secure and ready for viewing anywhere, any time. There is a reason that Dash’s DDX is the most popular product for extending and simplifying your WorkWise system.

12:00pm – 1:30pm

Lunch & Prize Drawings

1:45pm – 2:35pm

Accelerating Growth

John R. Howman’s topic, Are you ready to go to the next level? Overcoming your barriers to growth, will address the phenomena of businesses getting stuck or hitting the wall. It’s very predictable and common and something virtually every business encounters. John’s 35+ years of experience as an entrepreneur and business advisor will explain why this happens and what steps you can take when (not if) it happens to your organization.

(ERP) Engineering WorkBench: Powerful Data Management & Maintenance

In this overview of the Engineering WorkBench, you’ll learn all about  data management, change control, and the integration with CAD.

(ERP) Integrated Business Metrics: From Your Receiving Dock to Your Customer's Receiving Dock

Did you know that Performance Management can help improve your financial processes? Use your data to analyze trends and set important KPIs for sales, production costs, and procurement costs. Create your own financial drivers and use General Ledger to monitor crucial activity being reported throughout the system.

(CRM) Importing Data into OnContact

Whether you’re buying a list, attending a conference, or participating in a trade show, your company gathers tons of data every single month. This class makes it easier than ever to import your data into OnContact. Use templates to import company and contact data from your customers. Learn how to format your data to get the best results. Easily add your newly imported records to marketing campaigns, send your customers email blasts, and more.

(CRM) Building Better Emails, Part 1

Design emails like a pro – without having to know HTML. OnContact makes it easy to quickly build eye catching emails using our creative email templates and drag and drop editing tools. This two-part class will walk you through the entire process: from setting up a campaign, to analyzing your results.

(CRM) Exploring the OnContact Database

Get the most out of your data by learning how to navigate and use your OnContact database. Learn how fields and records are used for reports and dashboards. We’ll provide best practice tips for maintaining records and setting up the database for your unique business requirements.

Using LinkedIn for Business Development

With more than 400 million professionals, LinkedIn is one of the most important social platforms for business development. LinkedIn provides an opportunity for you to build brand awareness, establish yourself as industry experts, generate leads and build, manage and grow relationships. However, many organizations are unsure of how to apply a strategy to their use of LinkedIn. One of the best ways to maximize your reach and effectiveness on LinkedIn is to engage your employees.

Katie Felten, a Digital Marketing strategist, will discuss the benefits of using LinkedIn as a business development tool, and cover specific tactics that your team can leverage to increase sales. She will demonstrate how to apply specific tactics to achieve high-level strategic goals using LinkedIn. Katie will teach attendees how to engage employees in a LinkedIn strategy to maximize your company’s reach and effectiveness on the platform.

Attendees will learn how to use LinkedIn to:

  • Identify and connect with key partners and prospects
  • Eliminate cold calling
  • Build your company reputation as market leaders
  • Show industry expertise
  • Easily build, manage and grow relationships

In addition to all of the knowledge and tactics that Katie will share during the presentation itself, you’ll also receive a week’s worth of LinkedIn reinforcement to keep your newfound LinkedIn skills top of mind.

Don’t miss this key opportunity to change the way you think about LinkedIn, and begin leveraging it as a business development tool.

3:15pm – 4:05pm

WMEP 2017 Manufacturing Trends

Manufacturers face bold opportunities and challenges. Learn about the transformative technologies that are fueling and shaping manufacturing, including the Internet of Things, additive manufacturing, advanced robotics, cloud-based design and collaboration. Also find out what impact the huge wave of baby boomer retirements is having on the nation’s workforce.

(ERP) Process Payments and So Much More

This class covers all the financial aspects of the GL, AR, AP, and Cash Management. Plus, learn about the exciting new functionality of deposits and progress payments.

(ERP) PDR: Portable, Easy & Deep Plant Reporting

The shop floor is a dynamic environment that constantly presents challenges. Learn how Production Data Reporting (PDR) can help you deal with these chaotic changes in real time, by providing your employees with the most up-to-date information possible.

(CRM) Automate Your Marketing Campaigns

With OnContact Marketing Automation you can easily create, automate and analyze the effectiveness of your marketing initiatives. From email marketing to processing leads and tracking your website visitors, OnContact has everything your sales and marketing professionals need to generate new opportunities to fill your sales pipeline.

(CRM) Building Better Emails, Part 2

Design emails like a pro – without having to know HTML. OnContact makes it easy to quickly build eye catching emails using our creative email templates and drag and drop editing tools. This two-part class will walk you through the entire process: from setting up a campaign, to analyzing your results.

(ERP) Idea to Output: SOLIDWORKS & WorkWise ERP

SOLIDWORKS is a comprehensive 3D mechanical design solution that enables nearly three million users to rapidly create 3D parts and assemblies, as well as 2D drawings. The SOLIDWORKS Product Portfolio includes integrated and scalable product data management, a suite of simulation tools, downstream applications to facilitate technical documentation, first-article inspection, and marketing-quality rendering capabilities. Also presented will be details on the WorkWise ERP bi-directional SOLIDWORKS interface enabling powerful product design, engineering, and product data management capabilities.

(ERP) Dash DDX National User Group Meeting

Dash DDX™ users, this is the meeting for you. If you’re not a DDX user yet, this is an opportunity to hear what current users have to say. Dash will briefly demonstrate some of the latest features in its latest version, and open it up for group Q&A and discussion. We invite all attendees to ask questions, and share their ideas and suggestions. This is also a forum to learn how others have solved their business problems with DDX.

4:30pm – 5:30pm

(ERP) National WorkWise ERP User Group Meeting

Learn more about WorkWise ERP software while building professional and personal relationships. In this session, users and developers can educate each other on effective uses of the WW-ERP Applications, review product updates,  and provide valuable feedback to Workwise Management and R&D.

(CRM) OnContact Open Q&A

Learn more about OnContact software while building professional and personal relationships. In this session, users and developers can educate each other on effective uses of OnContact CRM software, review product updates, and provide valuable feedback to Workwise Management and R&D.

5:30pm – 7:30pm

Solution Center Spotlight: Dinner & Drinks

Sponsored by Dash

THURSDAY, SEPTEMBER 22

7:00am – 8:45am

Breakfast

8:30am – 9:20am

(ERP) Credit Management through Control, Flexibility and Communication

Customers’ credit worthiness constantly changes. Suppliers often need to walk a fine line to protect their company’s financial viability, while ensuring they don’t lose long-time customers. The Credit Management function allows complete user-defined flexibility to alert operations staff of any changes to a customer’s credit. Orders can be booked and even staged for shipment – but are not allowed out the door until cleared by credit. This session is a must for anyone who wants to foster collaboration between customer service and finance.

(ERP) WorkBench Procurement: Managing the Material Pipeline

Maximize your time and energy by learning how to manage your Procurement Flow through the WorkBench. Learn how to set up a Procurement WorkBench and utilize its power to save time and money. Vendor metrics, purchase pricing and management of the procurement process all will be covered.

(ERP) Build Inventory to Maximize Customer Service & Profit

This session explores the benefits of WorkWise ERP product configuration and matrix bills of material, and shows you the best way to manage your inventory.

(CRM) OnContact + QuickBooks: The Complete Solution to Manage Your Business

OnContact software seamlessly integrates with QuickBooks, one of today’s most popular accounting solutions. Seamlessly integrate your accounting and CRM data, and view all your customer financials in one place.

(CRM) OnContact Contact Center: Maximize Customer Interactions

Get the most out of each interaction using the OnContact CRM Contact Center. Our Contact Center functionality delivers the tools your company needs to ensure all of your customer and prospect engagements are handled properly and productively.

(CRM) Integrating Outlook and OnContact

Learn all about Outlook integration features, including logging into the CRM Outlook add-in, and sharing emails, contacts, appointments and tasks between OnContact CRM and Outlook.

(ERP) Optimizing ERP with UI Customizer

Get the most out of your WW-ERP Workbenches by learning how to customize them for your needs. The flexibility of the UI Customizer allows you to control fields on the Workbench screens, build custom Workbenches for your end users and add custom fields to the database that can be added to the Workbench screens for maintenance.

9:40am – 10:30am

Manufacturing Sales & Marketing Trends

Integration of digital and new technologies offers a smarter way to solve top challenges industrial companies have faced for years: driving profitable sales especially from new customers, improving sales rep utilizations rates and accountability and lastly gaining insight into marketing return on investment.

Simulate Changes with Capacity Requirements Planning (CRP)

In this comprehensive overview, you’ll discover how Capacity Requirements Planning helps you modify and import MRP forcast and firm planned orders, iteratively run MRP, copy to review file, create shop orders, and view shop floor schedules and requirements. You’ll also learn about interfaces from other planning tools, such as Master Scheduling and MRP.

(ERP) ERP Quoting from Anywhere

Close deals on the go with Quotation Management. This session covers the power and portability of the Quotation Management function, including using the Product Configurator to create custom product quotes.

(CRM) Integrating Your Website with OnContact

Make your website and CRM function together seamlessly. Learn how you can use a tracking code to gather leads and analyze your website traffic, easily create web forms that can populate CRM records, and flag important pages on your site to increase the score for the lead you’re tracking.

(CRM) OnContact's Latest: A Perfect "10"

You asked, we delivered. Time to move away from Silverlight and start with a whole new foundation. This session will introduce you to our newest release, OnContact 10. Get an exclusive first look at this exciting new product that will become the flagship of our CRM line and will be shipping by the end of the year.

(ERP) WorkWise Quality by uniPoint - Turning Risk into Opportunity

This session will offer a brief overview of the WorkWise Quality Management System, a 22-module suite of compliance and quality management automaton tools. Then we will introduce our brand new module: Risk Management – with a demonstration of how to manage risk in your organization and comply with the new ISO 9001-2015 standard. This new module offers a host of tools to setup and manage Risk using user-definable Risk Assessment methods, such as Carver, FMEA, QRA, etc., and offers the ability to score your risks, link them to Preventative Actions and then re-visit the Risk Assessment later to prove a demonstrated Risk reduction. uniPoint is a proud WorkWise Partner, and Platinum Sponsor of the 2016 Vision WorkWise Conference.

10:50am – 11:40pm

(ERP) WorkWise ERP 9.8 and Beyond

Based on customer feedback, WorkWise Software has released one of the most comprehensive releases in its history, WorkWise ERP 9.8. Not stopping there, 9.9 is soon to be released with even more capability. Join us for a look at these releases as well as a preview at what lies ahead with our 9.10 offering and our next generation release, 10.0. Come and see for yourself the new capabilities and technologies provided in these exciting releases, as well as a look into the direction we are headed.

Digital Marketing

Vertz Marketing will be presenting best practices in digital marketing. Businesses are always striving to create the best strategies to get their message to their ideal audience while maximizing the efficiency of their marketing investment. The digital marketing landscape keeps changing at a faster and faster rate and it’s often challenging to determine the best strategic mix of marketing tactics to invest in.

We’ll break through the digital marketing techniques to help you determine the right strategy for your business. We’ll analyze areas such as organic search engine optimization, social media marketing, pay per click marketing, retargeting, interest display advertising, blog marketing, email marketing, web conversion practices and more. You will walk away from this session with great ideas to deploy at your company to improve lead generation and sales.

(CRM) Separate the Buyers From the Liars with OnContact

Make it easy for sales reps to follow up on leads and increase your company’s sales. Collect and track suspect leads and keep them separate from your other data until you’ve determined they are valid. Streamline the initial pre-sales process and free up your sales team to focus on the most valuable opportunities.

(CRM) Popular OnContact Customizations

Review the most common customizations that our customers have made to their OnContact software. Learn about the ways our customers are using OnContact, and get ideas for your own implementation.

(ERP/CRM) Integrating OnContact CRM & WorkWise ERP

Integrating CRM and ERP can save your company some serious time and effort. Connect WorkWise ERP and OnContact to centralize your accounts and orders, help keep your data clean and accurate, and make processing and turnaround faster.

(ERP) SSRS: Freedom to Create Your Own Reports

SQL Server Report Services, or SSRS, is the tool that WorkWise uses to produce many of the reports customers see. Copy and modify existing reports, or create your own reports from scratch. This tool is easy to learn and very powerful.

12:00pm – 2:30pm

Lunch, Keynote Speaker, Prize Drawings & Close

(KEYNOTE SPEAKER) Crossing the Generational Divide: Unlocking the Power of Generations to Grow Your Business

We work in a time of unprecedented generational challenge and change. Four generations in the workforce. Five generations in the marketplace. And making matters worse, there is a tremendous amount of misinformation around generational differences. What we know for a fact: Strategies that work for one generation can be a complete turn-off for others. This generational divide makes your job more difficult and more important than ever.

In this provocative presentation, Curt Steinhorst exposes new generational truths that directly impact leaders like you. Curt shares surprising data, firsthand stories, and step-by-step actions. You can rely on these actions to drive communication, engagement, recruiting, and more.

WORKWISE EXECUTIVE SUMMIT

TUESDAY, SEPTEMBER 20TH

ACCELERATING GROWTH

The 2016 WorkWise Executive Summit brings together top-level decision makers responsible for driving growth and propelling innovation for a morning of collaboration with other innovation leaders spanning multiple industries. We will share successful processes and insights, explore untapped opportunities and examine innovative best practices relevant to today’s executives.

We welcome John Howman, entrepreneur, leader and trusted advisor for over 35 years, for an in-depth look at how to overcome barriers and accelerate growth. This discussion will address the phenomena of getting stuck or hitting the wall, as well as the steps you can take when it happens to your organization.

Join us for an interactive executive summit that will leave you inspired by new ideas and motivated to elevate your business to new levels of success.

The Executive Summit is open to CEOs and CFOs only.

JOHN HOWMAN

As an entrepreneur, trusted advisor and business and community leader since 1983, John Howman has led a variety of businesses—from technology to consumer products companies. John’s insight into people and his exceptional market analysis capabilities, combined with his business acumen and creativity, help create passionate, driven, and successful work teams.

John Howman, Guest Speaker

MORNING AGENDA

Tuesday, September 20th 2016
7:30-8:30am: Breakfast
8:30-11:00am: Executive Summit

• WorkWise Company Overview with Wayne Wedell
• New WorkWise ERP & CRM Release Overview & Discussion
• Accelerating Growth with John Howman
11:00-12:00: Lunch

PRE-CONFERENCE TRAINING

TUESDAY, SEPTEMBER 20TH

Choose from one of four in-depth classes that will give you new knowledge and powerful new tools to apply to your WorkWise ERP or OnContact CRM applications. Afterwards, you’re invited to join us for either a group golf outing at Brown Deer Golf Club or a Miller Park and Lakefront Brewery tour.

ERP SYSTEM ADMIN TRAINING

A Windows platform look into WorkWise ERP security, custom menus, printers and more. Bring your pens and notebook and be ready to interact and learn.

ERP SSRS REPORTS TRAINING

If you have a version of WorkWise ERP after v8.3, there’s an easy way to use web-based reporting tools already installed on your SQL Server. SQL Server Report Services, or SSRS, is installed automatically at no additional cost and is the tool WorkWise uses to produce many of the reports customers see. It is not only possible to copy and modify reports that exist, but you can also create your own reports from scratch. The tool is simple to learn and very powerful.

ERP WORKBENCHES TRAINING

Use Role-Based workbenches to simplify your workflow. You’ll see Customer Service, Financial, and Manufacturing workbenches and learn how to use them to complete routine tasks more efficiently.

CRM CUSTOMIZING DEPLOYMENT

Review the CRM customization tools and their role in application development. See how user preferences for searches and other controls may be promoted to groups. Learn the best practices for adding new tables and columns to the database. Discover how to place new fields on screens and relate custom tables to standard CRM data. Walk through a customization example that builds all the necessary components to provide user interaction controls for custom data.

OUR SPONSORS

Explore the many offerings available from our sponsors. In the Solution Center, you’ll find WorkWise employees, business partners and service providers specializing in ERP and CRM related services – including implementations and customizations. Be sure to stop by our sponsors’ booths for detailed product information, mini demonstrations and break-out sessions.

PLATINUM SPONSORS

GOLD SPONSORS

SILVER SPONSORS

BRONZE SPONSORS

LOCATION & ACCOMMODATIONS

POTAWATOMI HOTEL & CASINO

POTAWATOMI HOTEL & CASINO
suiteSerenity-New—ResizedLocavore

POTAWATOMI HOTEL & CASINO

Mark your calendars and join us for our 2016 Customer Conference at Potawatomi’s luxury hotel and casino in downtown Milwaukee.

HOTEL ADDRESS & RESERVATIONS

1721 West Canal Street
Milwaukee, WI 53233
1-800-729-7244

Discounted reservations can be made by clicking the below link or calling and using room code WORKWISELLC. Reservations must be made by September 7th to receive the discounted rate of $129.

PARKING & AIRPORT TRANSPORTATION

Potawatomi offers free parking in their covered lot, or valet parking in front of their hotel lobby.

Transportation to and from the airport can be arranged using Go Riteway’s airport shuttle.

This is a self-paid service.

CONFERENCE PRICING

  • EXECUTIVE SUMMIT
    September 20
    *C-LEVELNO CHARGE AND OPEN TO CEO AND CFO CUSTOMERS ONLY
    • Executive Summit Admission
    • Optional free activities on 9/20
    • Free admission to all conference sessions (9/21-9/22)
    • Access to all networking events
    • All meals included
  • STANDARD RATE
    September 21-22
    $585FOR WORKWISE ERP & ONCONTACT CRM CUSTOMERS ONLY
    • Admission to all conference sessions
    • Optional activities on 9/20
    • Optional pre-conference training on 9/20
    • Access to all networking events
    • All meals included

CONFERENCE REGISTRATION

Vision 2016 brings customers, partners and employees together for three days of learning, networking, and connecting with the WorkWise ERP and OnContact CRM community. Join us today!