Each session runs 30 minutes, followed by an open 30 minutes at the same station for continued discussion and Q&A.
Time
Manufacturing, Shop Floor & Operations
Finance
Reporting, Analytics & Automation
Innovation, AI & Support Hub
9:00–9:30
Manufacturing, Shop Floor & OperationsPO Processing, Incoming Receipts, RTV, MRB & InspectionThe purchasing cycle from PO through receiving, inspection, MRB disposition and return to vendor
FinanceMoving to Multi-EntityAdding entities, data migration, financial reporting and inter-entity transactions
Reporting, Analytics & AutomationBusiness Intelligence WorkshopLearn to write better reports with BI
Innovation, AI & Support HubServer & Database Performance Monitoring with Prometheus & GrafanaSetting up monitoring and alerting to keep your Visibility ERP server healthy
10:00–10:30
Manufacturing, Shop Floor & OperationsShop Routings & Production SchedulingWork center and work station setup, plus a review of Schedule Advisor
FinanceMonth-End/Year-End CloseAR/AP reconciliation and fiscal period close
Reporting, Analytics & AutomationAutomating with Scheduling and DistributionAutomating calls to action and printing
Innovation, AI & Support HubWorkflow AutomationSetting up automated workflows and alerts so the next step happens without a reminder
11:00–11:30
Manufacturing, Shop Floor & OperationsAssembly CompetitionTeams race through a simple assembly in Shop Floor Data Collection: clock in, read the instructions, complete the inspection, move tickets and post the production receipt. Winning team takes the prize.
FinanceFinance RoundtableOpen discussion on anything the finance sessions raised
Reporting, Analytics & AutomationLeveraging AI in ReportingUsing AI to draft queries, build reports and explain the results
Innovation, AI & Support HubAuditing Roles and Permissions to Support ComplianceReviewing who can see and change what, and documenting it for auditors
12:00–1:00Lunch, Tides Ballroom
2:00–2:30
Manufacturing, Shop Floor & OperationsWorkshop: Backflushing & Proportional Work OrdersMaster these functions in a hands-on workshop setting
FinanceAR & Collections ManagementAging reports, cash receipts, credits and debit memos, plus the AR Invoice Email Grid
Reporting, Analytics & AutomationSQL for Advanced UsersJoins, subqueries, views and performance tuning against Visibility ERP data
Innovation, AI & Support HubLabel Printing Customer ExamplesLabel formats customers use today for parts, shipping and inventory, and how they were built
3:00–3:30
Manufacturing, Shop Floor & OperationsInter-Entity POs & SOsBuying and selling between your own entities with matching POs and SOs
FinanceExchange Rate RevaluationForeign currency revaluation runs and financial statement impact
Reporting, Analytics & AutomationIQ Plus: Data Driven Report DesignDesigning IQ Plus reports that change content based on the data behind them
Innovation, AI & Support HubProduct Configurator Deep DiveBuilding configurable products with rules, options and generated BOMs and routings