Webinars

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Upcoming Webinars

Past Webinars

Past Webinar

Synergy Discussion - Overcoming Common Problems for Remote Workers

Since so many folks are working from home today we'll explore how to effectively manage Who Has the Ball and What are they doing with it? Specifically we'll talk about Contact Management; Effectively getting rid of paper; Milestone Management for small and large projects; and Automating Emails and Follow up.

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Past Webinar

PULSE Dashboard & Reporting Software Overview Demonstration

This webinar is for potential PULSE Dashboard users who want to obtain an overview of each of the modules. If your company is already using PULSE Dashboard, but new to you, this is a great way to obtain a high-level overview to see what you have been missing. There will be plenty of time to ask questions about your specific information needs.

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Past Webinar

PULSE Dashboard & Reporting Software Fundamentals Training

This webinar is for existing and potential new PULSE Dashboard users. Learn how to use the PULSE Dashboard to obtain real-time information from which you can make better and faster decisions. This training session is for new users, potential users or existing users who want a refresher. This training class will cover things that affect all modules such as: - What information is available at your finger tip that you need for your job - Choosing columns of data to show on the screen - Exporting any screen or graph to Excel, PDF file or e-mail - Creating filters - Creating custom tabs - Copying reports and graphs from one screen to another - Publishing screens to other dashboard users We have been very busy developing new PULSE features for you and refining existing features. We will be showing you the reports and graphs that are the most popular.

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Past Webinar

PULSE Dashboard - Purchase Order Generator & Nexus Vendor Portal Software

The PULSE Dashboard Purchase Order Generator software eliminates manual keying of purchase orders. The most tedious, labor intensive and error-prone area of your ERP software has been eliminated. Use the PULSE P/O Generator to place orders based on: - Reorder levels, - MRP Computer Planned Orders (CP orders), and/or - Shop Floor outside operations (ex. heat treating) P/O Generator suggests what items need to be purchased based on your unique business rules. - Click on the items you want to order and it automatically creates the Macola purchase order. - Use Event Manager to automatically e-mail or fax purchase orders to your vendors. NEW! The Nexus Vendor Web Portal is your future. No more lost purchase orders, surprise price changes & uncertain delivery dates. All P/O's are now e-mailed to vendors. Your vendors will use an easy-to-use web portal to acknowledge your orders, confirm pricing, communicate delivery date changes and view order details.

Past Webinar

Synergy Users Meeting - How you can Share and Automate your Supplier Portal with Multiple Languages

This month we'll see how to use a Synergy Supplier Portal as a company based in Poland manages effective sharing of information in multiple languages. Join us for a presentation by Metraco's Wojciech Gadek. We are meeting earlier than usual due to the time difference in Poland.

Past Webinar

Using Barcoding with your Macola Software - Part 1

Bar coding - what's it all about? This webinar will discuss how integrated bar coding is being used by Macola users. That is, what can it do, what are the costs, how much effort is needed to implement the software, and how can it benefit your organization?  This will be the first of a three-part monthly series. Click here to register for this one-hour webinar led by Bob Hawk, sales manager at Wisys. 

Past Webinar

PULSE Dashboard & Reporting Software Fundamentals Training

This webinar is for existing and potential new PULSE Dashboard users. Learn how to use the PULSE Dashboard to obtain real-time information from which you can make better and faster decisions. This training session is for new users, potential users or existing users who want a refresher. This training class will cover things that affect all modules such as: - What informaton is available at your finger tip that you need for your job - Choosing columns of data to show on the screen - Exporting any screen or graph to Excel, PDF file or e-mail - Creating filters - Creating custom tabs - Copying reports and graphs from one screen to another - Publishing screens to other dashboard users We have been very busy developing new PULSE features for you and refining existing features. We will be showing you the reports and graphs that are the most popular. Monte Geuy and I will be conducting this training session. Bring your questions and challenges. If you want to make better use of your PULSE investment or need real-time information from which to make faster and better decisions, plan to attend this training. Thank you for your support of our software. Please call Monte Geuy at (513) 723-8095 with any questions. Thanks, Mike Leahy

Watch Recording

Past Webinar

PULSE Dashboard & Reporting Software Overview Demonstration

This webinar is for potential PULSE Dashboard users who want to obtain an overview of each of the modules or existing customers who want a high-level overview.

Past Webinar

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Past Webinar

Pulse Lockbox software webinar - Thursday, July 23 at 2:30 ET

Would you like to eliminate manual keying of customer cash receipts? PULSE Lockbox: • Eliminates hours of tedious manual keying and proofreading. • Increased accuracy and streamlined processing. • We customize the software to read your bank’s lockbox file - a turnkey solution. • The software can also read Excel or web-based EDI files of customer remittances. • Unlimited training and phone support - we are always available to help you. • It works with both the Macola Progression and ES software. PULSE Lockbox for Macola is revolutionary software that eliminates manual keying of customer cash receipts. The software imports lockbox customer receipts directly into Macola ES or Progression and eliminate manual keying. Our dashboard allows you to see that each receipt was properly matched to your open accounts receivable file before posting. Since lockbox files do not contain customer numbers, our software reads your accounts receivable open item file to: • Match to the correct customer number, invoice number and amount. • Display the total dollars to balance to your deposit ticket. • Detect partial payments, duplicate payments, or multiple invoices on one check. • Exceptions are highlighted. • You can make any changes needed and export the completed data to Macola. • Unprocessed exceptions can optionally be corrected and processed at a later time. Unlimited training and phone support are included – we are always available to help you. Learn more: - See the software working at our brief demonstration. Join us for one hour to learn more about this revolutionary software. Register NOW - you need to register in advance to receive a meeting ID Contact Terry Lanham at (513) 723-8091 or TLanham@LeahyConsulting.com to ask questions. We look forward to having you attend. Thanks, Mike Leahy

Past Webinar

Exact Synergy Fundamentals

If you are new to Synergy, need a refresher or acquired it with your purchase of Macola 10, and you're not sure how it works or what to do, this session is for you! We are going to explore how Synergy brings together your communications, interactions, account management and gives you one source of the truth. You can truly complete your ERP system and reduce or eliminate "islands of information" in real time.

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Past Webinar

PULSE Dashboard & Reporting software - overview demonstration on Tuesday, July 21 at 2:30 ET

This webinar is for potential PULSE Dashboard users who want to obtain an overview of each of the modules.

Past Webinar

Synergy Users Mtg - How you can Share and Automate your Supplier channel with a Portal

SHARE * INTERACT * MONITOR * AUTOMATE - Synergy Enterprise lets you do all this. This month we'll talk about sharing and automating your Quality Management system and processes with Synergy. If time permits we will also discuss using Synergy for Maintenance Management for equipment and systems.

Past Webinar

PULSE Dashboard - SMART Cash Flow Forecast - June 11 at 2:30

Take charge of your business with PULSE Dashboard & Reporting Software - SMART Cash Flow Forecast The PULSE Dashboard SMART Cash Flow Forecast screen for Macola Progression, ES and 10 customers is included in the Financial Control module. It will assist you to better manage your available cash and eliminate tedious manual projections prepared in Excel. You can display up to 20 columns of weeks, months or a combination with full drill-down to view the underlying details. Additionally, you can include an unlimited number of optional ‘Other’ expenses such a payroll, loan payments, profit distributions, etc. ‘What-if’ Analysis NEW FEATURE for 2020: You can now offset the normal calculations for ‘Accounts Receivable’ and ‘Customer Orders – Open’ by a number of days or a percentage. For example, you may want to create a forecast based only on each customer’s ‘average days to pay’, another based on customer payments slowing down by 20 days, and another based on customer payments slowing down by 30%. Note: Accounts Receivable and Unshipped Customer Orders forecasts are SMART in that they realistically calculate based on each customer’s ‘Average-days-to-pay’ versus your payment terms.

Past Webinar

PULSE Dashboard - NEW Purchase Order Generator software - June 10 at 2:30 ET

The PULSE Dashboard Purchase Order Generator software eliminates manual keying of purchase orders. The most tedious, labor intensive and error-prone area of your ERP software has been eliminated. Use the P/O Generator to place orders based on: - Reorder levels, - MRP Computer Planned Orders (CP orders), and/or - Shop Floor outside operations (ex. heat treating) P/O Generator suggests what items need to be purchased based on your unique business rules. - Click on the items you want to order and it automatically creates the Macola purchase order. - Use Event Manager to automatically e-mail or fax purchase orders to your vendors. Register for our 30-minute overview on June 10 at 2:30 ET.

Past Webinar

PULSE Dashboard & Reporting software - overview demonstration on Tuesday, June 9 at 2:30 ET

This webinar is for potential PULSE Dashboard users who want to obtain an overview of each of the modules.

Past Webinar

PULSE Dashboard & Reporting software - Fundamentals training - Thursday, May 21 at 2:30 ET

This webinar is for existing and potential new PULSE Dashboard users. Learn how to use the PULSE Dashboard to obtain real-time information from which you can make better and faster decisions. This training session is for new users, potential users or existing users who want a refresher. This training class will cover things that affect all modules such as: - What informaton is available at your finger tip that you need for your job - Choosing columns of data to show on the screen - Exporting any screen or graph to Excel, PDF file or e-mail - Creating filters - Creating custom tabs - Copying reports and graphs from one screen to another - Publishing screens to other dashboard users We have been very busy developing new PULSE features for you and refining existing features. We will be showing you the reports and graphs that are the most popular. Monte Geuy and I will be conducting this training session. Bring your questions and challenges. If you want to make better use of your PULSE investment or need real-time information from which to make faster and better decisions, plan to attend this training. Thank you for your support of our software. Please call Monte Geuy at (513) 723-8095 with any questions. Thanks, Mike Leahy

Past Webinar

PULSE Dashboard & Reporting software - overview demonstration on Wednesday, May 20 at 2:30 ET

This webinar is for potential PULSE Dashboard users who want to obtain an overview of each of the modules.

Past Webinar

PULSE Dashboard & Reporting software - Advanced Training - Friday, April 24 at 2:30 ET

This class has been designed specifically for our Dashboard customers that have a lot of users or have ‘power users’ who like to take full advantage of the features we offer. Many end-users enjoy developing reports for their own use and sharing them with co-workers in their organization. Others users are IT personnel who configure reports for their users and need to quickly and easily develop custom reports and publish them. At this training class, we will show you how to: - Develop ‘clean sheet’ reports. That is, starting with a blank screen with no columns. - Publish reports to other users. - Create custom tabs. - Advanced Report Designer - Dynamically link two screens together. That is, instead of drilling into another screen, you can show the drill-down results in a new side-by-side screen. - Use the Designer module to run Crystal reports. - Using the filter panel. - Create custom reports using the PULSE Query Analyzer function. - How to better use the column chooser. - Developing custom formula data fields. - Column chooser data formatting. - Capabilities of the PULSE SDK software. The training assumes that you are familiar with the basics of PULSE and want to learn about new features and how they can help you save time in your day-to-day job. Monte Geuy and I will be conducting this training session. Bring your questions. If you want to make better use of your PULSE investment, plan to attend this training session. Thank you for your support of our software. Please call Monte Geuy (513) 723-8095 with any questions. Remember that the purpose of our software is to give your company information from which to make better and faster decisions.

Past Webinar

PULSE Dashboard & Reporting software - Sales & Marketing training - Wednesday, April 22 at 2:30 ET

Learn how to make better and faster decisions using PULSE Dashboard for Sales & Marketing. This overview is for new and existing customers who want to learn more about how to use the software. We have been very busy developing new PULSE features for you and refining existing features. - The ability to track sales by any metric (ex. customer, customer type, item number, product category, product line, salesperson, outside distributors, territories). - The ability to assign a forecast/budget to any of the sales metrics you are tracking. - Easily and quickly create budgets or adjust existing budgets at any time. - Track sales versus forecast for MTD, QTD, YTD and prior year. - Track sales versus forecast based on dollars or percentages. - Drill-down into any metric to view open customer orders, booked orders or invoiced orders. - The PULSE Column Chooser allows you to select just the columns you want to display. - Sort and/or filter on any column. - Anything you see on the screen can be exported to Excel or PDF, printed or e-mailed. Monte Geuy and I will be conducting this training session. Bring your questions. Please plan to attend this session. Thank you for your support of our software. Please call Monte Geuy (513) 723-8095 with any questions. Thanks, Mike Leahy

Past Webinar

PULSE Dashboard & Reporting software - overview demonstration on Friday, April 17 at 2:30 ET

This webinar is for potential PULSE Dashboard users who want to obtain an overview of each of the modules.

Past Webinar

Synergy Users Mtg - How you can Share and Automate your Quality Management Processes

SHARE * INTERACT * MONITOR * AUTOMATE - Synergy Enterprise lets you do all this. This month we'll talk about sharing and automating your Quality Management system and processes with Synergy. If time permits we will also discuss using Synergy for Maintenance Management for equipment and systems.

Past Webinar

Top Five Ways to stay on target when your Macola staff is 'working from home'

1: Make sure your remote-access systems have the capacity, speed, and security you need Chances are you have never had so many users logging in remotely at the same time, with many staying logged in throughout the day. We can optimize your systems, and even more importantly, confirm your security systems. Hackers around the world are working to take advantage of security lapses during this crisis. 2: New Smart Cashflow Forecast helps provide real-world projections Our new Smart Cashflow Forecast feature of our PULSE Dashboard software uses historical data to provide cashflow estimates based on reality, not just on your stated payment terms. We can help set this up for current PULSE Dashboard users, or provide a 20-day trail of the software for new users at no charge. 3: Automate manual processes to increase productivity and eliminate errors This is one of our specialties. Here are a few of the tools we offer that will really make a difference in your day-to-day operation: • PULSE eCommerce automates order entry from your website to Macola. • PULSE Amazon+ automates processing orders from Amazon and other sellers. • Automatic PO Generator generates purchase orders consistently and on time. • PULSE Lockbox automates customer payments to your bank. 4: If your system is running slow, we can fix it. Guaranteed. It's not your imagination. After years of operation, user-modified settings, improperly-sized databases, and corrupt or improperly formatted data, can cause significant performance problems and erratic operation. Finally, there’s an answer. PULSE SystemPRO is our new, comprehensive service We dig deep into your system, performing a 92-point diagnostic evaluation to find and resolve any problems, search out corrupt, improperly-formatted, and incomplete files, and reset and optimize your SQL settings so your system will run like new. Guaranteed. 5: Connect your team with the powerful analytics and reports in PULSE Dashboard for Macola® Even when your team is located apart, our PULSE Dashboard brings the

Past Webinar

PULSE Dashboard & Reporting software - overview demonstration on Wed. March 25 at 2:30 ET

This webinar is for potential PULSE Dashboard users who want to obtain an overview of each of the modules.

Past Webinar

PULSE Dashboard & Reporting software - overview demonstration on Tuesday, Mar. 17 at 2:30 ET

This webinar is for potential PULSE Dashboard users who want to obtain an overview of each of the modules. The target audience includes those who have not licensed the software and are interested in seeing it as well as those who are new users at existing PULSE customers. Bring your questions as there will be plenty of time to answer one-on-one questions.

Past Webinar

PULSE Dashboard Software training for accounting personnel - Thursday, March 12 at 2:30 ET

Learn how to make better and faster decisions using PULSE Dashboard for Financial Control. This overview is for existing customers who want to learn more about how to use the software for financial analysis and control. We have been very busy developing new PULSE features for you and refining existing features. - Your Financial Control administrator can quickly and easily choose the controllable accounts to track month-by-month for each department. - Smart Cashflow Forecast. - G/L Account Analysis. - Budget vs. Actual month by month. - A/R Collections allows you to key in collection notes.. - Graphs show month-by-month actual vs. budget vs. last year. - Drill-down into any group of accounts or individual accounts to view more details. - The PULSE Column Chooser allows you to select just the columns you want to display. - Sort on any column and/or filter on any column. - All graphs and charts can be exported to Excel or PDF, printed or e-mailed. - The PULSE Column Chooser allows you to select just the columns you want to display. - Sort and/or filter on any column. - Anything you see on the screen can be exported to Excel or PDF, printed or e-mailed. Monte Geuy and I will be conducting this training session. Bring your questions. Please plan to attend this session. Thank you for your support of our software. Please call Monte Geuy (513) 723-8095 with any questions. Thanks, Mike Leahy

Past Webinar

PULSE Dashboard & Reporting software training for inventory & supply chain personnel - Tuesday, Mar. 10 at 2:30 ET

Learn how to make better and faster decisions using real-time information at our inventory control/supply chain training/overview session. This training is for new and existing customer personnel who perform roles of purchasing, inventory control and planning who want to learn more about how the software can help you save time in your day-to-day job. We have been very busy developing new PULSE features for you and refining existing features. - The PULSE Inventory & Purchasing modules work together with the PULSE Production and MRP modules to help you ship on-time to your customers. - Pinpoint where you have dollars tied up in excess or outdated inventory. - Pinpoint upcoming and late purchase order receipts - Pinpoint old purchase orders that need to be closed - Pinpoint inventory and purchasing exceptions that need to be monitored - Item Detailed View screen – track usage history, MRP details, bill of material & where-used data for any item. - Purchase Order Generator (new separate module) Learn how this module totally eliminates manual keying of Macola purchase orders. It can be used for traditional reorder level ordering, MRP computer planned (CP) orders and shop floor outside operation ordering. - Accurately recalculate reorder levels, order up to levels, safety stock and vendor lead times (new separate module). - Lot number traceability in the event of a recall or problem component (new separate module). Monte Geuy and I will be conducting this training session. Bring your questions. If you want to have real-time information from which to make better and faster decisions, plan to attend this training session. Thank you for your support of our software. Please call Monte Geuy (513) 723-8095 with any questions. Thanks, Mike Leahy

Past Webinar

Speed-up your ERP database processing - PULSE SystemPRO & Archive - Thursday, Feb 27 at 2:30 ET

Has your ERP software processing been taking longer and longer? - PULSE SystemPRO is our new service that digs deep into your Macola®/GP/NAV SQL database. - PULSE SustemPRO finds and resolves problems, searches out corrupt and incomplete files, and resets and optimizes your SQL settings. - PULSE Archive Software speeds up your Macola® software by archiving old, unneeded data to a secondary Macola database for infrequent look-ups. - PULSE Archive also optimizes the indexes of your Macola® data files. The results speed up your day-to-day processing. - NEW! We now offer a no-cost evaluation of your Macola® database to help you pinpoint ways that can reduce the overall size of your database and get it running faster on a day-to-day basis. Join us for a 50 minute demonstration of this revolutionary software product and service for your ERP software. Register NOW - you need to register in advance to receive a meeting ID. Contact Terry Lanham at (513) 723-8091 or TLanham@LeahyConsulting.com to ask questions. We look forward to having you attend. Thanks, Mike Leahy

Past Webinar

PULSE Dashboard & Reporting software - Advanced Training - Wednesday, Feb. 26 at 2:30 ET

This class has been designed specifically for our Dashboard customers that have a lot of users or have ‘power users’ who like to take full advantage of the features we offer. Many end-users enjoy developing reports for their own use and sharing them with co-workers in their organization. Others users are IT personnel who configure reports for their users and need to quickly and easily develop custom reports and publish them. At this training class, we will show you how to: - Develop ‘clean sheet’ reports. That is, starting with a blank screen with no columns. - Publish reports to other users. - Create custom tabs. - Advanced Report Designer - Dynamically link two screens together. That is, instead of drilling into another screen, you can show the drill-down results in a new side-by-side screen. - Use the Designer module to run Crystal reports. - Using the filter panel. - Create custom reports using the PULSE Query Analyzer function. - How to better use the column chooser. - Developing custom formula data fields. - Column chooser data formatting. - Capabilities of the PULSE SDK software. The training assumes that you are familiar with the basics of PULSE and want to learn about new features and how they can help you save time in your day-to-day job. Monte Geuy and I will be conducting this training session. Bring your questions. If you want to make better use of your PULSE investment, plan to attend this training session. Thank you for your support of our software. Please call Monte Geuy (513) 723-8095 with any questions. Remember that the purpose of our software is to give your company information from which to make better and faster decisions.