Avanti User Group Conference

Updated for 2025

Duncan Ellis | May 13, 2014

Day 3 - Thursday, May 29, 2014

Agenda & Abstracts

Day 1 | Day 2 | Day 3 | Day 4

TIME	ACTIVITY	LOCATION
8:00 AM - 9:00AM	Breakfast and Registration	Foyer
9:00 AM - 9:10 PM	Welcome Address / Day 3 Conference Outline	West & Central
9:10 AM - 10:30 AM	Order Entry Chuck Tuttle, Marc Rhodes During this session will we review a few of the lesser used areas of Order Entry including the generation of Milestones for the Job Ticket and Scheduling as well as using Attachments. We will also review the latest sample Job Ticket report available that uses Bar Codes to make Shop Floor data collection more accurate and efficient.	West & Central
10:30 AM - 10:45 AM	Morning Break
10:45 PM - 12:00 PM	Reporting Part 1 - Standard Reports Zehava Tyberg, Avanti Top 10 reports Knowledge base article – workflow question, what’s the best report to run for this scenario	East
	Shop Floor Marc Rhodes, Chuck Tuttle and Brian Trott During this session we will discuss the importance of Shop Floor data collection to assure accurate Cost reporting in Avanti. We will review a number of ways to set up and use Shop Floor, making it as easy as possible on the end users, and eliminating many costly mistakes. This includes setting up Employees and Cost Centers appropriate to selected areas within your shop, and providing useful shortcuts and tips to eliminate unnecessary key strokes. This session will also highlight the end users ability to retrieve information pertaining to Jobs through the Shop Floor module.	Central
	Ask the Expert Avanti Staff	Bellair
12:00 PM - 1:00 PM	Lunch
1:00 PM - 3:00 PM	Visibility – CRM, Triggers & Alerts, eDashboards Patrick Bolan, Bonnie Cheung, Kevin Lanuke and Chris Leduc Visibility is defined in MIS software as a measure of the accuracy and availability of critical information. A Management Information System can hold a complete model of an entire factory’s performance. Estimates, schedules, equipment effectiveness, fault classes, stock levels, run times, equipment availability, productivity levels, alarm statuses – there is clearly no shortage of facts. But how can you make sure that the data collection is simple, accurate, relevant and timely? That’s what we want to talk about. This session will cover: Business Key Performance Indicators (KPIs): Critical to achieving your business objectives, having this real knowledge available at your fingertips will help you make strong business decisions Customer Visibility: We will focus on providing access to customer inventory, inbound and outbound orders (and the status of those orders), receipts (and the status of those receipts), and invoices. When appropriate, these documents can not only be viewed, but printed remotely by customers. Triggers & Alerts – utilizing live information for Scheduling, Ordering, and Management of Orders in a variety of ways. How other Modules helps make this information more manageable and automated. Demo on triggers and alerts, managing shops by exceptions Tips and tricks Low Stock Notifications Shipping Notifications with Shipping Tracking Numbers eDashboards – show key metrics right down to the document level Key reports for this area	West & Central
3:00 PM - 3:30 PM	Afternoon Break
3:30 PM - 5:00 PM	Reporting Part 2 – Crystal Report – How To Zehava Tyberg, Avanti, Brian Trott, U.S. Senate and Walter Kuric, CJ Graphics Avanti provides the user a range of reports that give you exactly the information that you are looking for, however maybe you need two or more pieces of data that would make the report more meaningful to your organization, or maybe there's more data than you want to reveal on a report. With a basic understanding of Crystal, and some knowledge of the Avanti database, you can quickly add, remove or reorganize fields in Avanti reports and have your own custom reports with the information you want or graphics that spotlight your organization. Participants will work in small groups within this session, and have the opportunity to review and modify existing report structures and manipulate fields, as well as build reports by joining tables and applying specific queries to retrieve data. We encourage users to bring a custom report they may want to share with the group, or thoughts and ideas that we could possibly translate into a workable report within Avanti.	Central
	Building Profiles Marc Rhodes and Bonnie Cheung, Avanti Building profiles for job tickets, Multiple job tickets using multiple profiles Specific I values Defaults and dropdown selections Integrations – profiles populated from activities for JDF integrations Key reports for this area	East
	Ask the Expert Avanti Staff	Bellair
6:00 PM - 10:00 PM	Island Cruise