DRT Customer Tour – 4/24/14

Get an understanding of what the Visual platform has done and what achievements have been realized in DRT Power Systems, LLC-OA aerospace manufacturing company. DRT Power Systems, LLC-OA manufactures precision machined components and assemblies for a wide variety of aerospace applications.

Reserve your spot today by clicking here

The agenda will include:

  • Overview of DRT Power Systems, LLC-OA.
  • Accomplishments and challenges to overcome
  • Achievements with the Visual ERP suite
  • Tour of the facilities
  • Helping you to achieve similar results
  • Question and answer session

Snacks and beverages will be served.

Understand how with the right effort, tools and expertise you can achieve industry success.

(thursday) 1:30 am – 4:15 pm
DRT Power Systems, LLC-OA  325 Silver Street Agawam, MA

Join Us at the Design & Mfg NE Trade Show !

Synergy is exhibiting at the Design & Mfg New England Trade Show in Boston, MA today and tomorrow!

Synergy is located at booth 112. Come see us!



Royal Products Customer Tour

Royal Products

Customer Tour

sparks on metal

Showcasing Achievements

Get an understanding of what the Visual platform has done and what achievements have been realized by Royal Products. For over 60 years Royal Products has been designing and building precision metalworking accessories to help manufacturers squeeze every last drop of performance out of their machine tools.

The agenda will include:

  • Overview of Royal Products
  • Accomplishments and challenges to overcome
  • Achievements with the Visual ERP suite
  • Tour of the facilities
  • Helping you to achieve similar results
  • Question and answer session
red calendar icon Friday, May 16, 2014
red clock icon 1:30 PM – 4:15 PM
red location icon Royal Products 200 Oser AvenueHappauge, NY  11788

Understand how with the right effort, tools and expertise you can achieve industry success.Snacks and beverages will be served.

AeroDef Expo 2014!

VISUAL ERP at AeroDef Expo 2014 – helping Aerospace & Defense Manufacturers improve their performance!


Andy Pratico To Speak At Mid Western Ontario District Event In Oakville

Helping manufacturers increase their probability of success

Over the past 33 years, Andy Pratico has worked with hundreds of manufacturers all over North America. A Past-President of the Vancouver APICS chapter and Board of Directors member in Salt Lake City, UT, Andy has seen many implementation success stories, but sadly a lot more failures. To help manufacturers increase their probability of success, Andy writes articles and presents common sense workshops on How to Select ERP systems.

What will this presentation teach you?
• Maybe the Legacy selection process is flawed?
• There should only be one underlying goal; to ensure your company is successful with the new system.
• A fresh common sense approach to selecting ERP systems.


5:30 pm – Registration & Networking
6:30 pm – Dinner

7:30 pm – Presentation followed by Q&A

Holiday Inn Oakville at Trafalgar
590 Argus Road, Oakville, ON L6J 3J3



Katie Farrand to speak at the ASQ World Quality Conference!

Leveraging Your QMS for Competitive Advantage’ summary and presentation.

An effective Quality Management System is a cornerstones of performance excellence.  Understanding and improving the organization’s QMS is the key to maximizing its effectiveness.  This presentation will explore the common missteps and unintended consequences of program implementations and current states through the analysis of real-life scenarios.  Attendees will gain the knowledge of how to approach improvement or implementation, as well as walk away with a detailed understanding of the importance of an effective QMS to their business.

ASQ World Quality Conference

Leveraging QMS for Competitive Advantage
May 5-7, 2014, Dallas Texas

SmartViews Update v3.2.9.0

A new version of SmartViews has been released. Below is an overview highlighting the changes.

Here is the summary list of the changes:

Feature 363 : Within Pivot’s you can now get a Distinct Count (within Totals area, i.e. Count, Sum menu)



Feature 364 : Report area – users can now share report layout with others without having to export\import


fig.2          fig.3

Defect 257 : Fixed typo in error message

Defect 301 : Corrected issue with new license key not being saved to other machines when sync was performed

Defect 304 : Corrected issue when selecting Access as the data source for a view

Defect 305 : Corrected error when in Pivot and trying to un-select Dynamic Fields –> % of Column

Defect 315 : After saving a new dashboard it was not showing up on the menu list until the user closed and logged back in.



Welcome Rich Lagoy

Infor Global Solutions has named Richard “Rich” Lagoy as the new Director of Product Management for VISUAL ERP.

Rich has an extensive knowledge of VISUAL ERP, the VISUAL customer base and the manufacturing industry.  He was onboard as one of original founding team members for the VISUAL ERP solution back with Richard “Dick” Lilly and Dave Layne.

Rich began his career in the business software industry in 1985 at ProkitKey International, Dick Lilly’s second company focused on providing a micro-computer based production scheduling solution for Job Shop and Complex manufacturing companies.   During his tenure at ProfitKey, Rich held numerous positions including Manager of Quality Assurance and Director of Professional Services.   In 1992, Rich joined Dick Lilly and Dave Layne with Dick’s third venture, the creation of VISUAL Manufacturing, the next generation complex manufacturing solution within a Client-Server Windows environment.    Rich was charged with quality assurance and product implementations, while establishing the global support infrastructure to support scale and growth where he became the Vice President of Customer Support Services.

Rich has worked closely with product development teams throughout his career, teaming with Frank Maglio, Director of Infor VISUAL ERP Product Development, since 1985 with the ProfitKey product.

After leaving Infor Global Solutions, he accepted a position selling SAP for one year and then transitioned into leading several successful SAP implementations for the next three years.

Rich is excited to rejoin Infor Global Solutions as Director of Product Management for VISUAL ERP.  He looks forward to working closely with Frank Maglio again to bring forth the next generation of the VISUAL product line.  He will be attending local VISUAL User Group meetings to discuss their combined vision for the future of VISUAL ERP and to reconnect with the VISUAL customer base.

Rich possesses a degree in Electronic Engineering Technology and is a Six Sigma Green Belt – IT.


Ward Leonard holds first Visual ERP Seminar

On June 14, Ward Leonard Connecticut, LLC, held its first Visual ERP Suite Seminar, entitled “Showcasing Achievements, Leveraging the Visual ERP (Enterprise Resource Planning) Suite.”

Teaming-up with Synergy Resources, a professional consulting services firm which has helped Ward Leonard with employee procedures and training for the Visual ERP software, Ward Leonard demonstrated the uses, benefits, and successful results during the last three years.

Attended by 27 people from 12 companies, the seminar presented an educational and enlightening approach toward technically streamlining business growth and efficiency with the Visual ERP software tools.

“Leveraging means updating and getting the latest tools and technically getting our (company) needs met, to revise and improve the basic operations and various employee responsibilities of the company. This allowed us to grow without increasing the amount of support staff,” said Alan Cash, business analyst for Ward Leonard.

Director of Operational Excellence Neil Haggard said that since Ward Leonard has a very complex business, involved with both Navy Department of Defense and the Oil and Gas industries, the Visual ERP system is “flexible off-the-shelf so it allows us to run our business in multiple ways to handle the work more efficiently for each product line.”

Mr. Haggard added that Ward Leonard’s specific needs for the Visual ERP system were to manage and improve the operational business needs of the company by utilizing Visual for quoting, material, scheduling, financials, quality, time and attendance, forecasting and ECNs.

“It’s a truly integrated system from the quote to production and quality performance results. We’ve been aligning our processes and tools so that everyone’s integrated and using the same system at the same time, allowing for more efficient, consistent productivity and results,” said Mr. Haggard.

Yoram Shahar, vice president of operations for Ward Leonard, looks at things not only from a business perspective, but from the “lean philosophy” approach. Lean is the practice and philosophy that targets reduction of wasteful resources and creates value for the end customer.

With a lean manufacturing and production focus, combined with the integration of the Visual ERP Software, the two processes complement each other resulting in added value and efficiency for businesses such as Ward Leonard.

“Through Synergy and Infor (Enterprise Software Solutions and Applications), the Visual ERP Suite Seminar allows us to network with other  manufacturing businesses and technical industries, associates and individuals who can both help us to develop and improve the way we do things in the day-to-day operations of our company and help attendees get some ideas of how they could use the tools to help their business,” said Mr. Shahar.

Joining the marketplace with competition such as G.E., through the Visual ERP system, optimizing their lead times, customization and streamlining how they do things, Ward Leonard has nearly doubled the size of the business in three years, according to Shahar.

Mr. Shahar added that there was a waiting list of businesses and individuals wanting to attend the seminar and (Ward Leonard) plans to have more seminars in the future.

About Ward Leonard CT LLC
Ward Leonard CT LLC provides highly engineered motors, controls and integrated solutions customized to solve difficult challenges for our customers in the Military, Energy and Heavy Industry worldwide. For more than 120 years, our products have harnessed power for complex, technical and mission-critical infrastructure applications in harsh environments. We are dedicated to total customer support and satisfaction, and to delivering benchmark performance, productivity and durability to our customers. To learn more about our products and services, or to speak with a Ward Leonard engineer, visit http://www.wardleonard.com

Synergy Resources and Infor Team Up With Farmingdale State College

Synergy Resources, a provider of enterprise resource planning (ERP) software solutions and services, and Farmingdale State College are pleased to announce their pilot ERP class is up and running, generating interest from local industry and other universities. The course, Intro to ERP, uses Infor VISUAL ERP to teach students how to apply technology to manage a company’s integrated supply chain from manufacturing and purchasing to warehousing and distribution.

Enterprise Resource Planning has become a necessity in today’s workplace because it helps companies integrate all their data and processes into a unified system which will help them meet demand for products on time and cost effectively. The software allows companies to identify needs, plan production, maintain supplier and customer information, and assess costs. The class idea came about when Gene Caiola of Synergy Resources and Jill O’Sullivan, a professor at Farmingdale, saw a need to provide enterprise software education for business and engineering students.

O’Sullivan, who also teaches courses in Operations, Supply Chain Management, and Just-in-Time Inventory, believed the ERP course would complement the current course offerings and create further interest in Farmingdale students from local manufacturing companies. “Having come from industry with a background in database applications, I felt it was important for the students to have an opportunity to learn ERP software,” explains O’Sullivan. “The hands-on approach of the course that applies case studies of actual manufacturing companies helps to prepare students for real-world situations making them better job candidates upon graduation.” Mr. Caiola and Professor O’Sullivan co-wrote the textbook for the class, Enterprise Resource Planning: A Transitional Approach from the Classroom to the Business World. The book is the first of its kind providing an instructional view of the commonly used industry software Infor VISUAL ERP. Infor, one of the largest global providers of business software, gifted the software to Farmingdale State College and Binghamton University, also of the State University of NY (SUNY) system. Other colleges have already shown interest in developing their own Infor ERP courses. The interest comes from internet searches, the textbook’s publisher McGraw-Hill, and through APICS, an educational association for operations management professionals. O’Sullivan has responded to inquiries from other SUNY schools, colleges in Michigan, Ohio, Georgia, and from The American University of Beirut.

Under the direction of Professor O’Sullivan, Farmingdale State College is partnering with Synergy Resources, Infor, and the local APICS chapter to create an Enterprise Resource Planning Alliance. The alliance will promote the new ERP program of study through its web site, collaborative research projects and local events.

Gene Caiola and Professor O’Sullivan are quite pleased with the success of the pilot ERP course. “Synergy Resources and Farmingdale State College are developing a much needed program,” explains Caiola. “Graduates will have a working knowledge of supply chain applications and will be better prepared to enter the job market. With the ongoing support of Infor, we look forward to expanding the curriculum throughout the SUNY system and beyond. It is an investment in U.S. manufacturing, which is important for the health of our country’s economic future.”