Rootstock Customer Conference Agenda

Salesforce Lightning is a powerful framework for quickly building tailored web and mobile apps and interfaces that focus workers and speed adoption. This technical session explains how you can use Lightning to expand the benefits of Rootstock, how to get started with the Lightning toolkit, and where it can specifically help you boost productivity, tailor apps for specific functions or roles, and optimize how work gets done.

Being digitally connected to your customers and suppliers is critical in today’s modern, always-on world.  This session will illustrate how Salesforce Experience Cloud can use Rootstock ERP content to provide self-service to customers and suppliers. You’ll learn how to enable checking of order status, B2B ordering, reviewing invoice and payment information, and security options for third-party community users.

Understanding in detail how Rootstock works ensures you apply the right capabilities to the right challenges across your manufacturing operations. This technical session provides a general overview of Rootstock modules, objects, and fields and covers ERP basics for supply, demand, engineering, inventory, and more. You’ll then review processes specific to Sales and Operations, including work orders, requisitions and purchase orders, sales orders, financials, and more, and learn how you can use APIs to connect to other Salesforce or third-party data.

Quickly getting your teams running on Rootstock is the fastest path to realizing its full potential and a maximum return on your investment. Rootstock Learning Center, our self-training portal, works with our online customer community to get your staff trained, proficient, and productive. This implementation session shows you how Rootstock Learning Center speeds the onboarding process with hands-on training and gets workers excited about using Rootstock. It then covers why it’s important to get teams trained before you go live and how our Knowledge Management tools promote continuous learning while increasing employee retention.

This interactive conversation invites you to actively participate as we discuss challenges faced in managing supply chains in the midst of the pandemic. You’ll learn and share creative ideas American manufacturers have employed to work through some of their greatest supply chain challenges during the pandemic as well as current approaches to overcome ongoing friction and predictions for supply chains as we get deeper into 2022.

Understanding the details of how Rootstock works ensures you apply the right capabilities to the right challenges across your financial and manufacturing operations. This technical session provides an overview of Rootstock’s organizational models and structure. You’ll learn how to align company and operating unit financials to then maximize the benefits of transaction management, reporting, and analytics.

Financial reporting is so much more than just financial statements, yet manufacturers tend to overlook the myriad benefits of Rootstock General Ledger to uncover detailed project- and dimension-based insights. But doing so keeps you from easily evaluating, comparing, and tracking your business at the product, region, customer, and other granular levels. This financial session shows how Rootstock streamlines these detailed reports and analyses, demonstrates several examples of project- and dimension-based financial reports, and dashboards, and reviews the setup required to access this reporting power on your own.

This interactive conversation invites you to actively participate, share your implementation stories, and learn from each other and Rootstock’s expert implementation leadership team. We’ll explore the do’s, don’ts, and must-haves from hundreds of successful implementations. You’ll also hear tough lessons learned from real implementations and be invited to share your own tips and tricks. Project methodologies, scope, resources, and other topics will also be covered.

Data powers your business, but not every worker needs to see every bit. This technical session gives an introduction to Rootstock’s permission and profile capabilities, explains how to apply security and access rules to specific user profiles in Rootstock and Lightning apps, and shows how the spectrum of permissions, from view only to full access, appear to a typical Rootstock user.

The days of workers being slowed down by complex software and cumbersome interfaces are long gone. With Rootstock Lightning Package, you can quickly and easily build user experiences (UX) to deliver dashboards to different functions, designed for specific roles, or even to manage individual high-value tasks. This technical session shows you how to get more from Rootstock Lightning Package and start building tailored experiences to increase productivity, adoption, and accuracy.

This interactive conversation invites you to actively participate as we explore how manufacturers are deploying automation systems including IoT, robotics, and other technologies. You’ll be invited to share your experiences deploying automation applications, approaches to adoption, and efficiencies achieved. We’ll also discuss what the future holds for further advances in automation and look at how new technologies are making it easy for manufacturers to automate key processes to reduce manual effort, speed cycles, and increase worker productivity.

Getting current and accurate production costs is critical to effectively and efficiently managing a sustainable manufacturing operation. This financial session explores how Rootstock enables you to track costs by weighted average, weighted average with purchased item FIFO, and standard costs. It then shares implementation tips to ensure easier cost accounting, explains how to set up cost-related activities, and shows how to perform cost calculations.

Today’s customers, employees, and partners expect customized, intuitive experiences to streamline and accelerate how they work. Salesforce Flow gives you point-and-click automation tools to easily configure workflows and quickly design user-specific experiences. Plus, Rootstock APIs help those workflows leverage data from nearly any source. This technical session helps you understand how to integrate Rootstock third-party app data with a Flow automation and provides some examples of how you can start automating processes.

Today’s customers want omnichannel experiences but it’s up to manufacturers to make it happen in an intuitive, connected way.  This session explains how you can find new recurring revenue opportunities while building an order management experience that spans channels and gives customers the information they want, where they want it. You’ll also learn how to use Rootstock’s omnichannel capabilities across sales contracts, centralized order management, intercompany fulfillment, subcontract/third-party fulfillment, warranties, subscriptions, and revenue recognition management.

Volume comes from speed and efficiency, but they aren’t easy to achieve without accurate insights and responsive operational controls. This technical session shows the various options and configurations in Rootstock you can use to manage high-volume transactions while managing synchronous and asynchronous processing needs.