Upcoming Events

Technology has transformed the sales process, empowering teams to become more efficient by qualifying leads faster and closing more business. While the technology tools are available, the key to success lies within your sales process. Hear from Dave Stahlman, VP of Sales and Marketing, as he discusses Stoneridge Software’s process for quickly bringing leads through the sales funnel, turning them into opportunities, and converting them to clients.

Using a barcode scanner (aka mobile computer or mobile device) to manage retail inventory or a warehouse is a game-changer. Choosing a device and getting started with software can be a daunting task when looking at the myriad of options on the market.

Join this webinar as Mark Hamblin from Insight Works explains what to look for when choosing a barcode scanner. Mark will also introduce a free Warehouse Management System (WMS) app for Dynamics 365 Business Central to manage inventory using devices.

• Learn the key variables to consider when selecting a mobile device.
• Learn to receive stock, manage inventory, and fulfill orders using mobile devices.
• Receive an introduction to WMS Express, the free Warehouse Management System app for Business Central.

Attendees will have the opportunity to ask questions. Anyone is welcome to attend this webinar session. Can’t make it? No problem. Register anyway, and you’ll receive a link to the recorded session.

About the Presenter:

Mark Hamblin is President of Insight Works, a software development and consulting firm specializing in add-ons for Microsoft Dynamics NAV and Dynamics 365 Business Central. Insight Works is a leader in operational productivity improvement, focusing on helping manufacturing and distribution companies get the most out of Microsoft Dynamics.

In order to remain competitive, drive efficiencies, and optimize your service management experience, today’s field service companies need a modern solution that empowers members on every team including accounting, scheduling, field technicians, and management.

During this presentation, you’ll learn why so many field service companies are implementing Dynamics 365 Business Central and Field Point to:

• Quickly route calls and dispatch the right tech to the right job site
• Empower field service techs with the information they need on any mobile device
• Calculate project bidding, estimating, and job cost
• Make business decisions based on business insights and data

Register today to save your seat and learn how your business could benefit from a modern field service solution.

How many roles at your organization are forced to spend time on mundane, time-consuming manual tasks? You can eliminate that unproductive work by implementing automated processes. Join the conversation as we discuss UI and Robotic Process Automation in the real world and how businesses of all sizes can take advantage.

• Create new accounts, customers, or input data from a mobile device into any system, even an outdated ERP solution
• Automatically generate service tickets in your customer service solution from web forms
• Automate testing

Learn how you can use UI flows to automate any action that previously required manual entry or a mouse click.

Confab is livestreamed on the Stoneridge LinkedIn page. Join here.

If you’d like to get notifications of upcoming Confab topics and a placeholder for your calendar fill out this form.

Improving inventory turnover is an ongoing process for all manufacturing operations. Learn how you can implement truly effective plans to optimize inventory practices, ensuring you have the right level of inventory on your shelves at all times.

About the Presenter:

Anne Kaese is a Senior Consultant and Analyst for the Dynamics AX/Dynamics 365 Enterprise team at Stoneridge Software. She was previously employed at HCL Inc. & Info Software where she was a Senior Analyst, Support Consultant and ERP, JIT and Finance subject matter expert.

The business world is changing faster than ever, and organizations are having to constantly reinvent themselves with never-before-seen levels of agility. Nowhere else is the impact of this being felt more acutely than in the office of Finance, where your role and service expectations are evolving at record levels. But you know this, as you live it every day. The question is how do Finance functions keep pace with this change? And more to the point, how can they play a proactive role in driving it?

Given these uncertain times, with CPM software, finance teams can quickly and effortlessly evaluate the crucial profitability measures at the individual product level, product line or even by project. Most importantly, CPM software can also help the Office of Finance evaluate ways to improve profitability and analyze the impacts that potential adjustments may have.

Join us for a webinar as we discuss the power of Microsoft Dynamics and Prophix to:

• Automate budgeting processes to focus on analysis and insight
• Mitigate risk by developing what-if scenarios
• Forecast across multiple business units, departments, and regions
• Consolidate data sources to streamline processes with one version of the truth
• Build intuitive financial and operational models to support evolving strategy

This solution integrates with D365 Finance, D365 Business Central, Dynamics AX, Dynamics NAV, and Dynamics GP.

Discover how Zetadocs Document and Expense Management solutions help companies optimize and automate their financial processes based on their unique requirements.

• Zetadocs Expenses improves the user experience for submitting and approving expenses with the easy-to-use app, processing takes minutes with direct integration.
• Zetadocs Delivery enhances the new email experience in Business Central for the sending of important documents by batch delivery and message customization.
• Zetadocs Capture users can store important supporting documents within NAV and Business Central records and Sharepoint.

Accessing and updating your item price list shouldn’t be a headache. Learn how Dynamics 365 can help pharma and chemical manufacturers manage price lists and gain insights into item location and availability. Hear best practices for item tracing, picking serial or lot numbers, cycle counting, pricing updates, communication to employees, dealers, and customers, and more.

Dynamics 365 Wave 1 is rolling out this May and includes new features to empower your remote workforce. Join the conversation as we discuss new features for Field Service including

• Simplified set up
• NEW schedule board and mapping
• Virtual assistants on the tech mobile app
• Customer portal with scheduling, technician arrival details, and more

If you have employees in the field, you don’t want to miss this interactive session where you’ll learn how technology can help you close tickets faster and increase customer satisfaction.

During the Modern Manufacturer webinar series you’ve learned about the features and functionality that make D365 the ideal solution for manufacturers, but how do you take what you’ve learned and apply it? During this webinar, you’ll learn how leading manufacturers are using D365, what features are most important to implement, how you can use technology to be more efficient, and how to eliminate tedious clicking and instead take advantage of real time-saving processes.

This session is led by Sean James. Prior to joining the Stoneridge team as a consultant, Sean led the lean manufacturing initiatives at FOODesign/TNA Solutions to increase labor efficiency, streamline material flow, and decrease department cost.

Companies who rely on Dynamics GP and Key2Act for their financial management and field service solutions are steadily moving to Dynamics 365 Business Central. With any business system change, it’s important to understand the financial implications and expected ROI.

During this session, Rich Studer, Director of Sales at Stoneridge Software, will overview the licensing requirements when upgrading to Dynamics 365.

• Discounts and promotions available for current Dynamics GP clients
• Overview of licensing for Dynamics 365 and Field Point
• Hardware and IT considerations

The number of assets that a manufacturing company relies on to continue production is far beyond what a single employee, or even a team of people, can manually track and manage. Learn how Dynamics 365 helps manufacturers effectively manage manufacturing assets, predict when machines need repairs, understand the true cost of production, and produce orders on time.

Companies who rely on Dynamics GP and Key2Act for their financial management and field service solutions are steadily moving to Dynamics 365 Business Central. With any business system change, it’s important to understand the financial implications and expected ROI.

During this session, you’ll hear an overview of how to budget for services during an upgrade and how you should plan.

• Data Migration Costs
• Implementation Services
• Change Management
• Training

Learn how batch manufacturing CFOs are using custom dashboards and intelligent business reporting strategies to make better financial decisions that lead to record level profits and a deeper understanding of the state of the business.

To run an efficient manufacturing operation, your machines and equipment need to be able to fulfill your orders. Learn how Dynamics 365 can help you predict when maintenance should be scheduled and automatically create work orders to help reduce downtime and keep production running.

About the Presenter:

Chris Elston is a Senior Consultant on the Dynamics AX/D365 FinOps team. Prior to joining Stoneridge, Chris spent his entire career at The Greenbier Companies, Inc., most recently as a Senior Dynamics AX Business Analyst.

Learn how Dynamics 365 Finance and Supply Chain Management enables you to collect data from a variety of sources in order to analyze, summarize, and evaluate cost data. Learn how you can use this information to make key decisions related to price updates, budgets, cost controls and more.

About the Presenter:

Anne Kaese is a Senior Consultant and Analyst for the Dynamics AX/Dynamics 365 Enterprise team at Stoneridge Software. She was previously employed at HCL Inc. & Info Software where she was a Senior Analyst, Support Consultant and ERP, JIT and Finance subject matter expert.