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VISUAL Virtual Educational Summit

VISUAL Virtual Educational Summit

Join us for our second exclusive FREE VISUAL Virtual Educational Summit!

Thursday, July 16th | 12:30 pm – 4:45 pm EDT

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We had a great response to our first Virtual Educational Summit with hundreds of VISUAL users in attendance. Based on the success of the previous Summit, we decided to schedule a second Virtual Summit to allow all VISUAL users to attend no matter their location.

Here is what a few attendees had to say about the value they received in attending the previous Summit:

“You all did a great job! Very informative and certainly inspired some ideas for improvements in our processes here – thanks!”

“Excellent webinar, great presenters, great content!”

“I thought the webinar was very informative. There are features that we did not know we had. Thank you!”

This complimentary Summit will focus on educational topics which will help you get the most out of your VISUAL investment.

To inject a little fun into work, we’ll be conducting interactive polls, a presentation scavenger hunt, and trivia. Attendees who participate will be entered into a raffle to win a FREE 2-hour Online Workshop of their choice!


12:30 pm – 12:40 pm: Introductions & Meeting Kick Offled by Paul Tedford, CEO & Dawn Fludder, Business Solutions Account Manager, Synergy Resources

12:40 pm – 1:00 pm: VISUAL User Communities UpdatePresented by Don Fodor, Exhibit Concepts, Inc.

1:00 pm – 2:00 pm: The Fundamentals of MRPPresented by Darryl Walker, Synergy Resources

Is your Supply Chain getting the most out of your VISUAL toolset? Material Requirements Planning, also known as MRP, is one of the building blocks for planning and purchasing efficiencies with the VISUAL System. This session will cover the Part data and definitions that impact MRP results, how MRP works, how it is executed, and how to use the output to make your planning and purchasing processes more efficient. We will also show how SmartViews can help to support this process through data maintenance tools and efficiencies. You won’t want to miss it!

2:00 pm – 2:05 pm: Trivia Question

2:05 pm – 2:15 pm: Break

2:15 pm – 3:15 pm: Best of VISUAL Tips & Tricks – Part II Presented by Paul Tedford, Synergy Resources

Whether you are new to VISUAL or have been using it for years, this is a must-attend session for all VISUAL users! Paul will share even more of the most popular and useful VISUAL tips & tricks which will make it much easier and faster to use – from drill downs that you might not realize are available, to drag and drop features that shave time off many tasks, and so much more! You will learn something you can start using right away.

3:15 pm – 3:20: Trivia Question

3:20 pm – 3:30 pm: Break

3:30 pm – 4:30 pm: Minimizing Trailing CostPresented by Patricia Bumbaca, Synergy Resources

VISUAL Actual Average Cost Methods calculate cost based on transactions. Trailing cost occurs when the transactional processing is not timely or when a subsequent cost source updates a FIFO layer. Minimizing trailing cost improves financial reporting especially gross profit reporting. More accurate gross profit reporting improves your ability to accurately set your sell price. This session will help you identify the source of trailing cost and ways to minimize it.

4:30 pm – 4:45 pm: Final Trivia / Final Q&A / Meeting Wrap-up

Don’t Miss It – Save Your Seat Now!

Looking for online sessions to help with training and development?

Looking for online sessions to help with training and development?

WM Synergy Online Workshops provide an advanced, cost-effective, and efficient way to support employee training and development needs. Our courses are instructor-led interactive sessions that enable our customers to collaborate with peers and experts via web-delivered sessions.