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M3UGA Spring User Group Meeting 2025 in Myrtle Beach, SC, March 17 – 19 2025
When: Monday, March 17th, 2025 → Wednesday, March 19th, 2025
M3UGA Spring User Group Meeting 2025 in Myrtle Beach, SC, March 17 – 19 2025
URL:https://m3uga.workoutloud.com/Event/m3uga-spring-user-group-meeting-2025-in-myrtle-beach-sc-march-17-19-2025

Sessions

 
Title
End
Start

Monday - March 17th, 2025

Registration
1:00 PM
11:00 AM
03/17/2025
Room: Pre-Function area

Pre-Event 1:00PM

Hands on Trial - Maintaining M3 data from Excel
2:00 PM
1:00 PM
03/17/2025
Room: Atlantic 5-8 Presenters: VINCE
Sign up today to secure your session. Must be on CloudSuite. Pre-registration required before March 5th. ✅Your Data, Your Experience – Work directly with your own CloudSuite data ✅ Expert Guidance – A Vince specialist will walk you through real use cases ✅ No Commitment – You’ll even have the option to access a 30-day free trial ✅ Limited Spots – Select number of sessions to ensure hands-on value
Presentations
Roundtable – How flexible is your Supply Chain?
2:00 PM
1:00 PM
03/17/2025
Room: Oleander B Presenters: Wipro Ltd
Political environment, climate change, unexpected events, pandemic… Supply Chains are subject to a lot of stress. Rigid ones break while flexible ones bend and adapt. How is yours? What can be done to ‘give it a good stretch’? Insights: We will discuss how Supply Chain can be improved to find a balance between Service Level, Inventory Investment, and Supply Chain stress. For instance, here is a question we will try to answer together: A supplier of one of my critical materials is based in California. Impacted by the recent wildfires, they will only be able to supply half of my monthly needs, for the next 3 months at least. How does that impact my Supply Chain? Safety stock, alternate sourcing, service level degradation, unfulfilled sales, etc.
Presentations
RPA & AI with live use cases
2:00 PM
1:00 PM
03/17/2025
Room: Oleander B Presenters: Fortude
How M3 customers are leveraging automation for efficiency
Presentations

Pre-event 2:00

How to extend Infor M3 with fully customizable mobile applications thank to the low-code technology dedicated to expanding ERP system
3:00 PM
2:00 PM
03/17/2025
Room: Oleander B Presenters: Novacura
How to extend Infor M3 with fully customizable mobile applications thank to the low-code technology dedicated to expanding ERP systems. We will demonstrate the application creation process live: selecting a template application from the Applications Marketplace, editing the application by adding new features and interactions with Infor M3, and using the new application from an end-user perspective on various devices.
Personalization’s and sharing them”
3:00 PM
2:00 PM
03/17/2025
Room: Oleander A Presenters: Anthesis
Join us to understand how M3 personalization’s can change the look and feel of the user interface, and what best practices you should be following. Personalizations underpin UI concepts such as field descriptions, shortcuts and H5 scripts to name a few. Make your M3 navigation easy, consistent & intuitive.
Presenters
Callum Wright
Step into the future of testing
3:00 PM
2:00 PM
03/17/2025
Room: Atlantic 5-8 Presenters: Original Software
managing changes and updates in CloudSuite with the Original Software M3 testing pack
Presentations
On your Own Break
3:30 PM
3:00 PM
03/17/2025

Pre-event 3:30

Beyond Boundaries: How Integrations & Partnerships Expand Our Solution's Power
4:30 PM
3:30 PM
03/17/2025
Room: Atlantic 5-8 Presenters: Cloud Leap
Case study of our M3 customer where they have benefited from some of these capabilities that we have brought in through integration/partnerships.
Presentations
Let AI handle your Infor M3 with DocBits
4:30 PM
3:30 PM
03/17/2025
Room: Oleander A Presenters: FELLOWPRO
Presentations
Technical key-areas - preparing for upgrading to Cloud
4:30 PM
3:30 PM
03/17/2025
Room: Oleander B Presenters: Columbus
Join Columbus experts and customers who have just completed a Cloud upgrade to explore key challenges, best practices, and real-world lessons to future-proof your Cloud upgrade. Upgrade smarter, faster, and with confidence. - Archiving – Optimize Now, Benefit Forever. Archive first, archive right. Cleaning and optimizing legacy data early smooths migration, cuts future cloud operational costs, and prevents past mistakes moving into a new system. - Data Migration – Smart, Seamless, and Scalable . Migrate with confidence using iterative methodology. Start early, map your data upfront, and refine continuously—minimizing risk, maximizing efficiency, and accelerating cloud adoption. We will explain how to build test-ready ERP system early ensuring business users work with familiar data from day one. - Integrations – Build It Right from the Start. Avoid last minute costly surprises. Testing with real data instead of testing sets. Understanding BODs vs. current integrations early and designing for asynchronous, event-driven models in the right scenarios ensures smoother transitions and lower costs. - Streamserver to Exstream – Print your future, not your past. How to replace the outdated text file outputs and discover why switching to XML unlocks greater flexibility, scalability, and future-ready document management.
Presentations
Registration and Reception
9:00 PM
6:00 PM
03/17/2025
Room: MARGARITAVILLE
Myrtle Beach, SC | Jimmy Buffett's Margaritaville 1114 Celebrity Circle Broadway at the Beach Myrtle Beach, SC 29577"

Tuesday - March 18th, 2025

Opening Session
9:30 AM
8:00 AM
03/18/2025
Room: Atlantic 5-8 Presenters: Board - Infor
Kick off the Conference with a welcome and update for the board: Then we will get an update on the Infor Roadmap from Mr. Brian Dunks
Presentations
Break-
9:45 AM
9:30 AM
03/18/2025
Coffee time
Meet your sponsors
10:45 AM
9:45 AM
03/18/2025
Presenters: Platinum and Gold
3 Minute intro

Breakout 3/18 1045

Automating Accounts Payable with Medius
11:45 AM
10:45 AM
03/18/2025
Room: Atlantic 5 - 8 Presenters: Columbus - Medius
In this session, we'll dive into a real-world case study showcasing how automating accounts payable with Medius and Infor M3 transformed business operations. Attendees will learn how the integration of Medius' automation capabilities with Infor M3 streamlined workflows, reduced manual errors, and improved efficiency across the accounts payable process. Medius is used by M3 customers around the globe. You will get the opportunity to speak to both customers using the solution and Medius experts in this session. Columbus is a Medius preferred partner since 2009 and is actively serving 160 customers using the solution
Presentations
Infor Campus Round table
11:45 AM
10:45 AM
03/18/2025
Room: Oleander A Presenters: Toni Kennedy- John Panzenhagen
Get update and offer new suggestions in the open Brainstorming event.
Presentations
Inventory Management Best Practices
11:45 AM
10:45 AM
03/18/2025
Room: Oleander B Presenters: GlobalStar
Review set up and how to process supplier claims in M3
Presentations

Lunch Tuesday

Gluten Free
1:00 PM
12:00 PM
03/18/2025
No Special Requirements
1:00 PM
12:00 PM
03/18/2025
Vegan
1:00 PM
12:00 PM
03/18/2025
Vegetarian
1:00 PM
12:00 PM
03/18/2025

Breakout 3/18- 1:PM

Modernize your Information Ecosystem with Microsoft Fabric, Power BI, and Rapid Deployment Solutions for Infor M3
2:00 PM
1:00 PM
03/18/2025
Room: Atlantic 5-8 Presenters: Starpoint
Microsoft set the standard for reporting and analytics with Power BI. Now, Microsoft Fabric has emerged as the new standard for the data science, data engineering, AI/ML, and real time analytics. Microsoft Fabric can modernize your information architecture whether your ERP and applications are on-prem, transitioning to the cloud, or in the cloud. StarPoint Technologies has created a suite of preconfigured solutions for Infor M3/CSDE, Microsoft Fabric, and Power BI. In this session we'll discuss the platform, StarPoint's rapid deployment solutions, demo and highlight a customer use case.
Presentations
CUGEX 1-2-3
2:00 PM
1:00 PM
03/18/2025
Room: Oleander A Presenters: Vince
Creating, customizing, and managing Customer Defined Fields (CDF’s) in M3 Cloud Suite ✅ How to create and configure CUGEX fields ✅ How to add CUGEX fields to panels in CE ✅ How to use M3 APIs to access and manage CUGEX fields
Presentations
Supply Models-Training – Replenishment: MRP, ROP, Order-Initiated, Safety stock, ABC classification.
2:00 PM
1:00 PM
03/18/2025
Room: Oleander B Presenters: Wipro Ltd
Insights: This training explores one of the most used screens in M3 (MMS002), while focusing on one of the most frequent implementation failures: MRP calculation. When setting up M3, most companies go with a one-fits-all configuration, with very few nuances and almost never a frequent review of the parameters. We will explain the main concepts of supply replenishment, and through examples, show how you can set up various inventory strategies depending on your items. When is MRP not enough? If you are experiencing inventory build-up, manufacturing and logistics constraints, dynamic multi-sourcing, and we will take a look at how this may lead you into other Infor supply chain management tools.
Presentations

Breakout 3/18 2PM

M3 Metadata Publisher (MDP) & EXPORTMI
3:00 PM
2:00 PM
03/18/2025
Room: Atlantic 5-8 Presenters: Anthesis – Callum Wright
Over the years MDP has grown into a tool that is pivotal to understanding M3 data relationships and a test bed for APIs. When used correctly EXPORTMI is a powerful work horse of the API world as it can be one of the best ways to get large volumes of data out of M3, when required at short notice. Join us, as we showcase how to use MDP to its full potential and explore best practices when using EXPORTMI gained from years of first-hand consultancy experience.
Presentations
Fireside chat on system optimizations & your digital road map
3:00 PM
2:00 PM
03/18/2025
Room: Oleander B Presenters: Fortude- Robert Pawlicki
Join Fortude for a fireside chat with Robert Pawlicki , VP of Business Systems at Master Fluids, where we explore strategies for optimizing M3 systems and building a future-ready digital roadmap.
Presentations
Scheduling Manufacturing (Planning Workbench)
3:00 PM
2:00 PM
03/18/2025
Room: Oleander A Presenters: Infor -Brian Dunks
Presentations
Break
3:15 PM
3:00 PM
03/18/2025
Room: Commons

Breakout 3/18 3:15PM

CAD to ERP : Streamlining Engineering & Infor M3 Integration: Unlock Efficiency with CADLink
4:15 PM
3:15 PM
03/18/2025
Room: Oleander A Presenters: Q-Build Presenter: Tiffany Yan
CADLink is a bi-directional tool that can pull item and BOM details from a 2D or 3D design system (ie. SOLIDWORKS, INVENTOR, AUTOCAD, ETC.) and show a live comparison of the item/BOM data currently available in M3. We help companies get rid of duplicate data entry, human typos, and increase design to production downtime.
Presentations
MRP Processing, Set up and best Practices
4:15 PM
3:15 PM
03/18/2025
Room: Atlantic 5-8 Presenters: Apex - Nakul
Presentations
Using the full experience of Infor OS Portal – workspaces, exp designer/H5, Smart Panel
4:15 PM
3:15 PM
03/18/2025
Room: Oleander B Presenters: Infor-Gary Drakes
Presentations

Breakout 3/18 4:15 PM

Improve Manufacturing Operations with Warehouse Management
5:15 PM
4:15 PM
03/18/2025
Room: Oleander B Presenters: Touchpath-David Myers
The objective of a warehouse management system (WMS) is to provide a set of computerized procedures to handle the receipt of stock into a production facility, manage the stock within the facility and enable a seamless link to production, customer order processing and logistics management in order to pick, transfer and issue materials. But Warehouse Management goes beyond the physical boundaries of the warehouse. Shop floor data collection, inventory planning, cost management, should all be incorporated into WMS. Even production management is to a great extent dependent on WMS and an efficient WMS gives a cutting edge to any organization.
Presentations
New Demand Forecasting
5:15 PM
4:15 PM
03/18/2025
Room: Atlantic 5 - 8 Presenters: Infor -Brian Dunks
Presentations
Software Testing Dos and Dont's
5:15 PM
4:15 PM
03/18/2025
Room: Oleander A Presenters: Original Software
Managing changes and updates in CloudSuite
Presentations
DINNER and Entertainment
9:00 PM
5:45 PM
03/18/2025
Room: Dicks Last Resort
Dicks Last Resort: Barefoot Landing, 4700 Hwy 17 S, North Myrtle Beach, SC Steve Falcon Comedy and Hypnosis (Subject to change)

Wednesday - March 19th, 2025

Opening Session- M3UGA Meeting CUSTOMER ONLY
9:45 AM
8:30 AM
03/19/2025
Room: Atlantic 5 - 8 Presenters: BOARD
Break
10:00 AM
9:45 AM
03/19/2025
Room: Commons

Breakout 3/19 10AM

Best practices for streamlining and improving Accounts Receivable
11:00 AM
10:00 AM
03/19/2025
Room: Oleander A Presenters: Doppio
Presentations
Building Workflows
11:00 AM
10:00 AM
03/19/2025
Room: Oleander B Presenters: Novacura
We will showcase our low-code platform, Novacura Flow, which is specialized in expanding ERP systems. It features dedicated connectors for Infor M3 (13.4 and M3 Cloud) and is supported by a library of application templates for manufacturing, logistics and other industries. We will conduct a short demonstration of the workflow-based application creation process and present the result as a ready-to-use app.
InterForm: The Future of M3 Output Management
11:00 AM
10:00 AM
03/19/2025
Room: Atlantic 5 - 8 Presenters: Columbus - Waterworks
A Smarter, More Flexible Alternative to IDM – Designed for Efficiency, Built for Complexity How do you ensure efficient, scalable, and compliant document handling in M3, especially for industries with complex requirements? In this session, we’ll showcase how Waterworks is leveraging InterForm to modernize and streamline M3 output management. As a key partner in the InterForm M3 package development, Columbus has helped shape a flexible, high-performing alternative (or compliment) to IDM. With years of experience and deep expertise in IDM and OpenText ExStream (StreamServe), we have tailored a solution that meets the needs of all M3 customers—from standard document workflows to highly complex output scenarios. We’ll share insights from the Waterworks project, highlighting how InterForm improves automation, control, and adaptability in M3 output management. Join us to learn how InterForm, Wipro, and Columbus are delivering a next-generation output management solution—designed for all M3 customers and built to handle even the most complex demands.
Presentations

Breakout 3/19 11AM

MES
12:00 AM
11:00 AM
03/19/2025
Room: Oleander A Presenters: Infor -Joe Russotti - AgReserves
Presentations
Segregation of Duties for M3 CloudSuite
12:00 AM
11:00 AM
03/19/2025
Room: Oleander B Presenters: Vince
Vince Compliance, a new Cloud based application empowers organizations to reduce the risk of fraud, minimize user errors, and ensure your auditors are happy! ✅Start with a pre-built set of Segregation of Duties rules ✅Prevent violations of improper access and reduce risk in M3 ✅Easily manage exceptions with compensating controls ✅Generate audit-ready reports with detailed documentation
Presentations
Streamlining Shipping with Piyovi: A Global Solution for Infor M3 & Infor WMS
12:00 AM
11:00 AM
03/19/2025
Room: Atlantic 5-8 Presenters: CloudLeap
At CloudLeap, we understand the critical need for an integrated shipping platform. Our Piyovi shipping software, a global solution, efficiently manages Infor M3 Orders across a variety of shipping modes, including Small Parcel, LTL, FTL, and 3PL/Broker. The user-friendly interface simplifies key tasks like rate shopping, printing carrier-compliant shipping labels and BOLs, tracking and invoice auditing. We also provide comprehensive support for international shipping, including DG/Hazmat compliance. Hear directly from our M3 customers about the positive experiences and benefits they’ve gained from using the Piyovi shipping software.
Presentations

Lunch Wednesday

Gluten Free
1:00 PM
12:00 PM
03/19/2025
No Special Requirements
1:00 PM
12:00 PM
03/19/2025
Vegan
1:00 PM
12:00 PM
03/19/2025
Vegetarian
1:00 PM
12:00 PM
03/19/2025

ROUND TABLE SESSIONS -TBD

"Beyond the Hype: The Real Costs and Challenges of AI in AP Automation – The Ruiz & DocBits Journey"
2:00 PM
1:00 PM
03/19/2025
Room: Atlantic 5 - 8 Presenters: FELLOWPRO/Holger Arenz and Paul Fischer
Learn what really matters and how to prepare for your own AI journey.
Presentations
Getting an ‘A’ With Your Customers, EDI for M3
2:00 PM
1:00 PM
03/19/2025
Room: Oleander A Presenters: SPS
Challenges surrounding data management beyond just EDI
Presentations
Proactive tax compliance: Strategies to reduce risk and save time from Avalara
2:00 PM
1:00 PM
03/19/2025
Room: Oleander B Presenters: Avalara - Thomas Price, Avalara Sales Executive Michael Dominguez, Sr. Strategic Alliance Manager
Join our tax and compliance experts at Avalara to discover the common risks of tax compliance and how automation can reduce exposure and enhance operational efficiency. In this informative session, you’ll learn why sales tax compliance is crucial for every business and gain valuable strategies. The session will cover: • How to navigate the complex landscape of tax compliance • The impact of economic nexus laws on your operations, even if you're an exempt seller • Tips for automating and streamlining your tax compliance processes • Use Case on how Cram-A-lot streamlined their audit readiness and accelerated the sales process
Presentations
Closing Session
3:00 PM
2:15 PM
03/19/2025
Room: Atlantic 5 - 8 Presenters: Board
Registration for this event is closed

When & Where

Monday, March 17th, 2025 → Wednesday, March 19th, 2025
Marriott Myrtle Beach Resort & Spa at Grande Dunes
8400 Costa Verde Dr
Myrtle Beach,SC29572

Organizer

Loring Kaveney
Steve Bartlett
Karen LeGeyt
Brian Hillman
Becky Lowrie
Jeffrey Prinz
Dan Kaveney
Adam Pringnitz
M3UGA Spring User Group Meeting 2025 in Myrtle Beach, SC, March 17 – 19 2025

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