Workshops

Click the workshop link of interest below to jump to the workshop details.  2019 Schedule below.  Want a workshop specific to your company at or off your site?  Complete the form below and we will get back to you.

  1. Visual ERP Controller & Beyond  May 14 – 15, 2019

  2. Visual ERP Inventory Reconciliation June 12 – 13, Optional Stay After Class Day on June 14, 2019

  3. Visual Controller’s Crash Course   September 10 – 11, 2019

  4. Under the Covers with Visual ERP Using Excel Query  September 24, Optional Stay After Class Day on September 25, 2019

  5. Visual Accounts Payable  October 29, 2019

  6. Visual Accounts Receivable  October 30, 2019

  7. Visual’s Standard Costing – Validations, Valuations and Variances  November 19 – 20, 2019

Will you get something out of these courses?

Wow, I attended ‘Getting Under the Covers with Infor Visual ERP Using MS Excel’ and this 1 day changed my life. I have been able to save 1 day in my month-end by creating queries versus downloading reports and manipulating in Excel. And I am just getting started. It is the best money I have ever spent on training. Thanks so much for a great day and all the useful tools.   Other Testimonials.

Deb Gillies, VP Finance, Assa Abloy

All open enrollment courses are held at Rattlesnake Point Golf Club in Milton, ON and include:

  1. A comprehensive binder of course content that can also be used as a reference manual
  2. Coffee throughout the day
  3. Snacks mid morning and mid afternoon
  4. Lunch – click to checkout a typical menu
  5. A complimentary one hour consulting call per company attending
  6. Meet other Visual Users and see how they use Visual ERP

Coming from a long distance?  Check out TripAdvisor for lodging near the venue.

Canada-Ontario Job Grant

Are you looking for education and would like financial assistance?  Check out the Canada-Ontario Job Grant.

One of our customers received funding for 80% of the cost of our training program (all 5 courses).  We customized a 3 day on site course for a customer who also received a significant amount towards the cost of the 3 day course.  Do you qualify?  Take a look it is free. http://www.tcu.gov.on.ca/eng/eopg/cojg/

Visual ERP Inventory Reconciliation – Visual Hide & Seek, Infor Visual ERP

(2 day Course) – With Optional Stay After Class Day – June 12 – 14, 2019 or Upon Request at the Community Centre in Niagara-on-the-Lake, ON.           

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Investing in INFOR Visual ERP software without taking advantage of its potential to revolutionize reconciliation …

… is like only using your Lamborghini Roadster to drive around the block.

In this rewarding workshop, Kim Worrall, our INFOR systems success accelerator helps you harness all that hidden ERP “horsepower” to discover exactly what your data is actually doing for you.

Build your confidence in interpreting those magic numbers!

Won’t you look savvy to your superiors when you can positively pinpoint what’s profitable!

It’s time to get into that ERP driver’s seat and steer your way to success. Join our Systems Superstar in Niagara-on-the-Lake for this illuminating 2-day workshop on this June 12-13, 2019 (or Upon Request).

Yes, eager participants, it’s time to play Visual Hide & Seek: Inventory Reconciliation with Infor Visual ERP.

  • Ever had to explain the costs in Visual, but couldn’t determine their source?
  • What about the GL accounts?
  • Your inventory accounts, ever had trouble reconciling those?

If you answered, “YES!”, this training is for you!

In this hands-on, two-day experience, using a test database, you can effectively learn all the concepts in a safe environment.

“Great class! Learned a lot about inventory costs, auditing and, most importantly, how to correct potential problems. Appreciate the audit tools and month end checklist. Loved learning the query tools, how to look up what items in which tables. Also … great tips along the way in discussions and others’ examples.” K .K. -Senior Staff Accountant, Sun Nuclear 

Why attend? You will learn …

  1. The building blocks behind Visual’s costing component
    • How and when costs are updated
    • How the journals are created
    • Where Visual looks in GL accounts
    • What exactly does costing utilities do
    • What the costing settings are & how they impact creation of the journals & subledgers
  1. Visual’s 9 inventory audit tools
    • How & when to run them
    • What each report is telling you –
    • Step-by-step solutions for fixing your exceptions
  1. General Ledger Accuracy
    • Ensuring the General Ledger accounts are assigned properly in Visual’s maintenance tables
    • Finding incorrect postings to the inventory accounts- learning how to fix them without making General Journal Entries
    • Checking the 5 different places where users sometime inadvertently use an inventory account
    • Running Cost Analysis Tools to find missed postings
  1. Inventory Reports
    • How to ensure your inventory balance report is accurate -troubleshooting 7 potential problems
    • Comparison of the Inventory Valuations versus the Inventory Balance Report
  1. Keeping Cost Layers in Sync
    • Using 3 different Visual tools to ensure your FIFO Layers are accurate & in balance
    • At least 6 sets of queries to look deeper to find potential problems
  1. The Solutions
    • We will go through each of the various queries, audits, checks & balances to show you how to fix these permanently
    • We will teach you what tool to use & how. You might need VMFIXOHQ or maybe VMFIXWRK.
    • You will learn when to run Recalculate Distributions & when to run FORCE FIFO

You will take away …

  • Our comprehensive manual with over over 120 pages full of instructions
  • Detailed procedure for updating standard costs
  • 5 modified Visual reports to make inventory reconciliations easier
  • 3 sets of queries for quick comparison of the General Ledger & Inventory Subledgers
  • Flowcharts for problem solving Visual’s audits
  • 12 queries you can run to look for balancing problems in your database
  • The “one-page wonder” summary matching the various audits with the recommended fixes
  • A deeper & more effective working knowledge of how best to maximize the capabilities of your Visual ERP software

After the workshop:

  • You’ll continue to benefit from subsequent support for questions or troubleshooting
  • Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

Who should attend?

Users of any version of Visual’s Enterprise. Specifically:

  • CFO’s/ Finance VP’s
  • Controllers/Assistant Controllers
  • Accounting Managers
  • Business Owners
  • Others interested in a better understanding of Visual Financials

I am Kim Worrall, Visual Application Specialist and strong believer in the 3 C’s of Visual ERP Enlightenment

Consulting, Courses, and Communication

I go Back To Basics to Transform Visual Users into Visual Enthusers

Learn to love it as much as I do!

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Under the Covers with Visual ERP Using MS Excel Query

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One Day Course, 2nd Day Workshop Optional – Date: September 24 – 25, 2019 or Upon Request at Rattlesnake Point, Milton, ON –               

Investing in INFOR Visual ERP software without Systems Success Specialist, Kim Worrall as your guide is like trying to saw someone in half without a magician.

You just don’t get the positive results you want.

So, don’t be satisfied with the information from Visual that only goes halfway, when our savvy ERP whisperer is out on the training trail once again. Yes, this is it! Your upcoming opportunity to join Kim at Rattlesnake Point in Milton, ON on September 24-25, 2019 (or Upon Request) when she gets …

Under the Covers with Infor Visual ERP Using MS Excel

Kick off those manual spreadsheets, people! Don’t DIY when you can use your ERP to dive deep into that database, quickly pull out the information you need for any given solution and tuck it nicely into Excel.

This course will help you get the best out of the best when it comes to that essential software you’re already in bed with, because truth is, kids, what you are currently using is just a mere throw pillow in the whole bedroom suite of benefits that Kim can help you uncover in this valuable session. You minimize your time and effort when you maximize your understanding and make that system truly work for YOU!

I’ve been able to save a whole day in my month-end by creating queries versus downloading reports and manipulating in Excel … best money I have ever spent on training … changed my life!!!”   DG -VP Finance, Assa Abloy  

Outline

This hands-on, one-day course will educate you on how to use the MS Query tool in your Visual database to get the information you need fast and efficiently, thereby eliminating the need for multiple daily/weekly reports. Imagine, one click, and the Inventory Balance Report appears! Best news is, once you build the query, it’s refreshable for repeated use in Visual to obtain all manner of data!

Why attend?

In an open forum of idea sharing with other Visual users, you will:

  1. Build at least 2 queries of your choice specifically for your database.
  2. Connect to two time-saving queries already built by Kim for your continued use, your Month-end Inventory Balance & Month-end WIP Balance, complete with some extra “treats” designed to ensure data reliability

You will learn …

  • How to get the answers you need by connecting the multiple tables storing the data from your favourite Visual windows
  • To enhance the data pulled from Visual through the use of criteria & sorting
  • The 5 most common pitfalls to avoid when creating those queries & reports
  • How to use Excel functions (lookups, sumif & pivot tables) to effectively up-level your Visual data skills

You will take away …

  • Our detailed manual with over 50 pages full of instructions
  • 20 queries that have a proven track record of keeping your data accurate- all you need to do is connect them to your database
  • A 1-year membership to the Query of the Month Club where you will receive unique & useful queries
  • The Electronic Data Dictionary for identification of the most commonly used Visual tables
  • Inventory & WIP Balance queries for month-end processing
  • A deeper & more effective working knowledge of how best to maximize the capabilities of your Visual ERP software

After the workshop:

  • You’ll continue to benefit from subsequent support for questions or troubleshooting
  • Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

Who should attend?

Users of any version of Visual’s Enterprise. Specifically:

  • CFO’s
  • Controllers
  • Accounting Managers
  • Assistant Controllers
  • VP’s of Finance
  • Business Owners
  • Anyone wanting to know more about Visual Financials

I am Kim Worrall, Visual Application Specialist and strong believer in the 3 C’s of Visual ERP Enlightenment

Consulting, Courses, and Communication

Nothing is more satisfying then being able to immediately get to the data you need for the answers you want. Add in Excel, a tool, we know and love, and we are going to have so much fun!

I go Back To Basics to Transform Visual Users into Visual Enthusers Learn to love it as much as I do!

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Visual ERP Controller & Beyond for Infor Visual ERP

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(2 day Course)

Date: May 14 & 15, 2019 0r Upon Request at Rattlesnake Point, Milton, ON  –   

INFOR Visual ERP: still a relatively unexplored frontier.

Our two-day mission in this enterprising workshop is to tweak Visual for new life, more efficient reporting and reconciliation, and to ultimately maximize the value of this incredible technology!

On this 14th and 15th of May (or Upon Request) at Rattlesnake Point in Milton, ON, systems success acceleration officer, Captain Kim Worrall will lead us to boldly go where few controllers have ever gone before.

Visual ERP Controller & Beyond !!!

It’s all “hands-on” deck in this stellar training session, ready to use your database to discover new and different concepts while addressing aspects of Visual that can pose problems with your reporting and reconciliation. You are going to investigate previously unexplored realms of ERP functionality and get even more creative using those familiar functions.

Captain Kim’s overall mission plan is to provide you with the stream-lined processes that save you time and inspire you to love Visual as much as she does. Let’s hear it for the ERP edge!

Why attend?  You will learn …

  • To create magical Product Codes to handle Capital, R&D reporting or special project reporting. No need to do general journal entries or keep external reports. Let Visual do it all for you!
  • Two easy ways to charge material costs to work orders without a part ID so all your costs are linked to jobs and customers. Accurate costs lead to improved profitability reporting which culminates in more effective decision making.
  • To do Reliable Revaluation Entries in 30 seconds or less, ensuring supporting records are in line and, if not, how to fix them.
  • General Journal Entries Plus – allocating dollars to many accounts, making recurring entries monthly or on an “as needed” basis, using different currencies, importing general journal entries and my own secret procedure – the “copy/paste”.
  • How to prevent or quickly correct balancing issues to successfully meet month-end deadlines, leaving more time for review and analysis of financial results.
  • 10 little used time-saving features that will enhance the information you get out of Visual.
  • How to use the Cash Management Window to forecast your cash flow based on the information (orders and invoices) in your system.
  • 8 common mistakes that will cause balancing issues – how to find them quickly or prevent them from occurring at all.
  • 5 little-known ways to copy information from Visual into Excel efficiently eliminating that boring typing time.
  • How to create amazing management reports with Visual’s Financial Report Writer – eg. the Annual Trend for Income Statement helps you easily spot abnormalities and positive/negative trends, so no more missing those monthly expenses! The Manager’s Report created in less than 5 minutes scores you points with the “powers that be” especially when you can give them the detailed transactions.

You will take away …

  • A detailed manual with over 100 pages full of instructions
  • 10 improved Visual reports that give you extra information while saving you time, money and paper
  • 5 financial statements formats
  • Month-end procedures that show the steps to make Visual’s month-end smoother and more accurate
  • A deeper and more effective working knowledge of how best to maximize the capabilities of your Visual ERP software

After the workshop:

  • You’ll continue to benefit from subsequent support for questions or troubleshooting
  • Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

Who should attend?

Users of any version of Visual’s Enterprise. Specifically:

  • CFO’s/ Finance VP’s
  • Controllers/Assistant Controllers
  • Accounting Managers
  • Business Owners
  • Others interested in a better understanding of Visual Financials

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Visual’s Standard Costing – Validations, Valuations and Variance


 

 

 

 

 

                 September 2018                                            March 2017

Date: November 19 – 20, 2019 or Upon Request at at Rattlesnake Point, Milton, ON.             

“V” Stands for VICTORY!

And when it comes to taking control over standard cost management and reigning supreme in inventory reporting, you need systems success specialist, Kim Worrall, our ERP expert in Visual’s 3 V’S: Validations, Valuations and Variances.

If your company uses standard costing in Visual ERP, you’ll want to Seize the day! and benefit from this brilliant, hands-on workshop which will provide you with the building blocks of Visual

  1. costing set up
  2. managing standard costs and inventory reporting
  3. understanding costing variances

Bring your own computer so you can link into your database and really relate to the information.

You will learn …

  1. The building blocks behind Visual’s costing
    • How & when costs are updated
    • How the journals are created
    • Where Visual looks in GL accounts
    • The costing settings & how they impact creation of the journals & subledgers
  2. Managing Visual ERP’s standard costs
    • Detailed procedure for updating costs for purchased & fabricated parts & the resource costs
    • Capturing the impact of the change on the Inventory Valuation
  3. Valuations – How to manage the inventory valuation reporting
    • How to ensure your inventory report is accurate by finding cost changes
    • How to obtain your inventory balances at any time
    • The 5 second quick method for comparing your General Ledger & Valuation
  4. Variances – Reporting
    • Understanding the production variances by reviewing existing Visual reports
    • Purchase Price Variance Reports & GL accounts
  5. Validate – Reconciliation Process
    • The 10 things that can cause an imbalance in your General Ledger
    • Working with Costing Tools, including how to eliminate the exceptions
    • How to identify cost changes that you didn’t know about & quantify their impact
    • How to run mini-costing utilities to process specific fixes

But wait, there’s more!  You will take away …

  1. A detailed manual with over 50 pages full of instructions
  2. 5 modified Visual reports to make inventory reconciliations & costing analysis easier
  3. 3 sets of queries for quick comparison of the General Ledger & Inventory Subledgers
  4. Detailed step-by-step procedure for updating standard costs
  5. Queries to help analyze PPV & product variances
  6. Queries to identify differences between Engineering Masters & Standard Costs

After the workshop:

  • You’ll continue to benefit from subsequent support for questions or troubleshooting
  • Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

Who should attend?

Users of any version of Visual’s Enterprise. Specifically:

  • CFO’s/ Finance VP’s
  • Controllers/Assistant Controllers
  • Accounting Managers
  • Business Owners
  • Others interested in a better understanding of Visual Financials

I am Kim Worrall, Visual Application Specialist and strong believer in the 3 C’s of Visual ERP Enlightenment

Consulting, Courses, and Communication

I go Back To Basics to Transform Visual Users into Visual Enthusers Learn to love it as much as I do!

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Visual Controller’s Crash Course

Two Day Course – Date September 10 – 11, 2019 or Upon Request at at Rattlesnake Point, Milton, ON.        

November 2018

Visual Controller’s Crash Course

Are you a controller who’s just had Visual ERP crash land into your workplace responsibilities?

Maybe the controller’s position just crash landed into your workplace responsibilities and you need to know Visual ERP?

Or perhaps you’re a seasoned controller who correctly understands that if you know more about how to report accurately and effectively in Visual, your workplace success would really take off!

Whatever the case, this rewarding, Two-day training experience is tailor-made for YOU!

Whether you’re new to our ERP system, or whether you’re a Visual veteran who’s eager to uncover all its endless advantages, this hands-on training will give you a full understanding of your financial set up … using your own database!

You will benefit from …

  • Spending time sharing ideas with other Visual users
  • Discussing your specific needs related to Visual.
  • And, we will have time for your questions

You will discover …

  1. The Maintenance Files that Impact Visual’s Accounting Transactions
    • How the General Ledger is structured- including how to easily set up new accounts
    • The places where General Ledger accounts are stored to control the difference postings
    • Customer & Vendors set up – how this impacts accounting transactions
    • Review the set up for posting of inventory, sales & COGS accounts
    • Currency maintenance
  1. Transaction flow within Visual
    • The 13 different journal types & how they impact the subledgers
    • The hierarchy of Visual’s postings for all 13 journal types
    • The General Ledger accounts used for creation of the 13 journal types
    • Clearly, 13 is YOUR lucky number!
  1. General Journal Entries Creation
    • What does native currency mean?
    • Allocating dollars to many accounts
    • Using recurring entries monthly or on an as needed basis
    • Automating general journal entries
  1. Month-end and Year-end Processes
    • Review the 8-page month-end process which identifies the steps required for timely & accurate month-end reporting
    • The year-end requirements- including setting up a new calendar year & closing profit to retained earnings

You will take away…

  • A detailed manual with over 100 pages of detail instructions
  • 6 modified easy-to-read Visual reports
  • At least 2 Excel queries that you can use to speed up your month-end process

After the workshop:

  • You’ll continue to benefit from subsequent support for questions or troubleshooting
  • Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

I am Kim Worrall, Visual Application Specialist and strong believer in the 3 C’s of Visual ERP Enlightenment

Consulting, Courses, and Communication

I go Back To Basics to Transform Visual Users into Visual Enthusers Learn to love it as much as I do!

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Visual Accounts Payable Course

One day workshop. October 29, 2019 or Upon Request at Rattlesnake Point, Milton, ON

COURSE CONTENT AND DETAILS COMING SOON

Visual Accounts Receivable Course

One day workshop, October 30, 2019 or Upon Request at Rattlesnake Point, Milton, ON

COURSE CONTENT AND DETAILS COMING SOON

Complete the form below and we will get back to you regarding your on-site workshop requirements.