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WorkWise ERP User Group Meeting

September 17, 2019 - September 18, 2019 02:30 PM - 04:00 PM CDT

Sani-Matic – A Commitment to Clean

(View PDF Agenda)

Sani-Matic, Inc. designs and manufactures automated sanitary process cleaning equipment, from CleanOut-of-Place (COP) Parts Washers and cabinet washers, such as the SaniCab and PharmaCab, to CleanIn-Place (CIP) Systems, and sanitary components that provide a complete clean – every time. And, we don’t stop there. We also provide expert services, including our Tactical Solutions program, to ensure systems are optimized for money-saving efficiencies and increased productivity.

It’s been that way since the Sani-Matic story began in 1943. That’s when we developed a Clean-Out-ofPlace (COP) Parts Washer for the dairy industry and began a precedent of high-quality equipment innovation at the forefront of automating sanitary cleaning processes.

Today, we continue our commitment to sanitary cleaning results for a diverse range of industries including food, beverage, pharmaceutical, biotech, nutraceutical and personal care.

Drinks & Dinner – Nitty Gritty Sports Bar, Sun Prairie
315 E. Linnerud Drive
Sun Prairie, WI 53590

Overnight Accommodations & Meeting Location – Hilton Garden Inn
1220 South Grand Avenue
Sun Prairie, WI 53590
(262) 856-4500

*When making hotel reservations, please follow these instructions and please reserve your room by 9/3/19.
1. To book online please visit
• Enter date/s • Enter online group code: USERS

2. To call and make reservations: Hotel Front Desk – 608-856-4500
• Ask for the group “Sanimatic Users Group”


Meeting location: Hilton Garden Inn, Sun Prairie

Schedule of Events:

Tuesday, Sept 17th
2:30pm – 4:00pm Meet at Sani-Matic for plant tour
4:30pm – 6:00pm Drinks and networking at Nitty Gritty Sports Bar (Cash Bar)
6:00pm – ? Dinner (Separate Checks)

Wednesday, Sept 18
7:45am – 8:15am Registration and Continental Breakfast

8:15am – 8:45am Introductions, Review Agenda, General WorkWise Updates, Introduce Host: Sani-Matic

8:45am – 9:30am Estimating, Quoting and Releasing an Engineered to Order Opportunity – Donny Lavrenz, The Industrial Controls Company

At the Industrial Controls Company, we engineer to order the vast majority of our projects. In order to bid competitively on opportunities, an accurate cost estimate is critical. Our sales and engineers utilize the estimating and quoting functions on every opportunity we have, then reuse that same data to release the new project to manufacturing after the opportunity is won.

9:30am – 10:15am Adoption Best Practices & CRM Mapping – Dave Manahan, Strongwell

Learn best practices for user adoption. What works & what doesn’t. Gain insight on how Strongwell is leveraging CRM Mapping w/route planning and using powerful search tools.

10:15am – 10:30am Break

10:30am – 11:15am Why Upgrade to WorkWise ERP 10.1? Roger Miller, WorkWise Software

Available today, WorkWise ERP 10.1 offers the best user experience in the history of WorkWise releases. Attend this session to learn about all new capabilities of 10.1, including a fully tailorable Dashboard with user-definable Badges, Charts, and Web Pages. Workbenches now are fully dynamic and offer an improved Navigator and even easier queries with conditional dating and pivot table-style results, with user-definable field selections for results. And, yes, also the all new Security Workbench and automatic timeout for user licenses too – plus much more!

11:15am – 11:45pm Klauer PDR Scrap Reporting – Ron Markus, Klauer Manufacturing Co.

Klauer Manufacturing has worked with WorkWise to enhance their scrap reporting functionality in PDR. The enhancement allows the shop floor to report scrap with a reason code as well as recording the scrap transaction in Item History as a scrap transaction with a reason code rather than recording it as a material issue, giving better visibility of scrap.

11:45pm – 12:45pm Lunch

12:45pm – 1:45pm Costing, Inventory & Job Costing – Christine Griswold, The Industrial Controls Company

An interactive discussion of issues, techniques and reporting ideas of the process of valuing inventory and using Job Cost. This session will not be a demonstration but hopefully an exchange of ideas among the user group. Two ideas already are how to handle tariffs with a standard costing environment and how to handle multiple changes to jobs in actual costed items in a build to order/purchase to build environment.

1:45pm – 2:15pm AvaTax – Discussion of Project, Dave Manahan, Strongwell

AvaTax, integrated with WorkWise ERP, provides sales tax calculations automatically, and can also automate tax filings. Dave will provide an overview of AvaTax Project/Implementation. Dave will answer any questions anyone might have.

2:15pm – 2:30pm Break

2:30pm – 3:00pm Data Mining and Report Writing Open Forum/Discussion – Scott Sanders, WorkWise Software

What tools does your company use to access information and assemble reports. Please be prepared to share your tips and tricks for success.

3:00pm – 4:00pm MRP – Roger Miller, WorkWise Software Material Requirements Planning is a powerful, proven tool to help planners to accurately plan stock replenishments. It also identifies how to adjust orders based on changing demand. Like any tool, it must be used properly and only used where intended. We will review best practices and share tips and techniques. Please be prepared to share your experience!

4:00pm – 4:15pm Wrap Up – Planning next meeting topics – Location