steelwedge university training: s&op, steelwedge and what...

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Page 1 of 3 | © 2013 Steelwedge Software, Inc. All rights reserved. – [email protected]855.980.8800 Are you new to using Steelwedge? Is Steelwedge “Coming Soon” to your company? Could you use a Steelwedge refresher to maximize your investment? Want to learn more about the latest Steelwedge features that will add value to your business? Steelwedge Software is pleased to invite you to attend our training event designed to deliver hands-on instruction to users of all abilities. The event combines S&OP best practices, real-life customer experiences and hands-on user instruction. All attendees will have the opportunity to: Steelwedge Software is pleased to invite you to attend our training event designed to deliver hands-on instruction to users of all abilities. The event combines S&OP best practices, real-life customer experiences and hands-on user instruction. All attendees will have the opportunity to: Attendance may qualify for professional development continuing education hours for maintaining professional organization certifications. Sign up today to join fellow users from across multiple companies to network, share your insights, grow your skills and harness more of the power of Steelwedge. Attendance may qualify for professional development continuing education hours for maintaining professional organization certifications. Sign up today to join fellow users from across multiple companies to network, share your insights, grow your skills and harness more of the power of Steelwedge. Understand what drives Sales & Operations Planning and why so many companies are using it Learn how S&OP best practices are applied using Steelwedge Understand the features and functionality of the Steelwedge application Apply what they’ve learned using a standard Steelwedge system Work with planning templates, filters, reports, dashboards, new product curve-fit modeling, statistical forecasting, attach rate planning Learn about current Steelwedge features and get a preview of our roadmap of coming attractions Discuss challenges, trends and issues with S&OP Network and enjoy dinner with peers and Steelwedge leaders Super users will: Super users will: Learn administrative tasks including management of group permissions, data management using the Catalog Manager and data security settings to control information access to individual users Apply hands-on instruction, leveraging standard reports to create new report template variations Steelwedge University Training: S&OP, Steelwedge and What’s New December 10 – 12, 2013 | Pleasanton, CA

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Page 1: Steelwedge University Training: S&OP, Steelwedge and What ...info.steelwedge.com/rs/steelwedge/images/Steel... · The event combines S&OP best practices, real-life customer experiences

Page 1 of 3 | © 2013 Steelwedge Software, Inc. All rights reserved. – [email protected] – 855.980.8800

Are you new to using Steelwedge?Is Steelwedge “Coming Soon” to your company?Could you use a Steelwedge refresher to maximize your investment?Want to learn more about the latest Steelwedge features that will add value to your business?

Steelwedge Software is pleased to invite you to attend our training event designed to deliver hands-on instruction to users of all abilities. The event combines S&OP best practices, real-life customer experiences and hands-on user instruction.

All attendees will have the opportunity to:

Steelwedge Software is pleased to invite you to attend our training event designed to deliver hands-on instruction to users of all abilities. The event combines S&OP best practices, real-life customer experiences and hands-on user instruction.

All attendees will have the opportunity to:

Attendance may qualify for professional development continuing education hours for maintaining professional organization certi�cations.

Sign up today to join fellow users from across multiple companies to network, share your insights, grow your skills and harness more of the power of Steelwedge.

Attendance may qualify for professional development continuing education hours for maintaining professional organization certi�cations.

Sign up today to join fellow users from across multiple companies to network, share your insights, grow your skills and harness more of the power of Steelwedge.

Understand what drives Sales & Operations Planning and why so many companies are using it

Learn how S&OP best practices are applied using Steelwedge

Understand the features and functionality of the Steelwedge application

Apply what they’ve learned using a standard Steelwedge system

Work with planning templates, �lters, reports, dashboards, new product curve-�t modeling, statistical forecasting, attach rate planning

Learn about current Steelwedge features and get a preview of our roadmap of coming attractions

Discuss challenges, trends and issues with S&OP

Network and enjoy dinner with peers and Steelwedge leaders

Super users will:Super users will:

Learn administrative tasks including management of group permissions, data management using the Catalog Manager and data security settings to control information access to individual users

Apply hands-on instruction, leveraging standard reports to create new report template variations

Steelwedge University Training: S&OP, Steelwedge and What’s NewDecember 10 – 12, 2013 | Pleasanton, CA

Page 2: Steelwedge University Training: S&OP, Steelwedge and What ...info.steelwedge.com/rs/steelwedge/images/Steel... · The event combines S&OP best practices, real-life customer experiences

Steelwedge University Training: S&OP, Steelwedge and What’s New

Page 2 of 2 | © 2013 Steelwedge Software, Inc. All rights reserved. – [email protected] – 855.980.8800

Cancellations: Registrants may cancel without penalty through November 26, 2013. After November 26, 2013 and through December 9, 2013, cancellations are subject to $200 change fee. No refunds will be given for cancellations after December 9, 2013.

Event subject to cancellation if minimum registration of six students is not achieved

Cancellations: Registrants may cancel without penalty through November 26, 2013. After November 26, 2013 and through December 9, 2013, cancellations are subject to $200 change fee. No refunds will be given for cancellations after December 9, 2013.

Event subject to cancellation if minimum registration of six students is not achieved

Registration

[ ] User Track (excludes super-user sessions)

[ ] Super User Track

Method of Payment:[ ] Check Enclosed [ ] Bill Company

First Name

Title

Address

City

Phone

Last Name

Company

Zip CodeState

Email

Early Bird Pricing*(Per Person)

$1,499

$1,799

Regular Pricing(Per Person)

$1,699

$1,999

*Early Bird pricing available through November 26, 2013. Registration fee includes breakfast and lunch each day and dinner on December 10.

Page 3: Steelwedge University Training: S&OP, Steelwedge and What ...info.steelwedge.com/rs/steelwedge/images/Steel... · The event combines S&OP best practices, real-life customer experiences

Steelwedge Software, Inc.

Steelwedge integrated sales, operations and �nance planning solutions provide the "shock absorbers" to recognize, recalibrate and respond in a volatile environment. Business agility starts with Steelwedge for a clear line of sight from plan to performance to pro�t. For additional information, please email us: [email protected].

Page 3 of 3 | © 2013 Steelwedge Software, Inc. All rights reserved. – [email protected] – 855.980.8800

Agenda

Steelwedge Training Program

Day

1 All 0.5 Welcome, Introductions, Agenda Steelwedge welcome kickoff, participant introductions, training agenda

1 All 1.0 Guest Speaker Guest Speaker TBA

1 All 1.0 Release 5.5 Features Overview of new features available in current release 5.5

1 2.5 Reports Administration Reports Creation and Administration

Level Topic DescriptionCourseNumber

Duration(Hrs)

1 User SW102 1.5 Working with Steelwedge Application

Introduction to Steelwedge Homepage, Planning Views (Templates), One-Click Planning.

Note: User access setup must be completed prior to this lesson.

1 All 1.5 What is S&OP?The evolution of S&OP, why companies use it, typcical process, key participants, success factors and how to

measure success

3 User 1.5 Statistical Forecast SettingsIntroduction to Steelwedge Optimized Forecast Engine

(SOFE). Changing statistical forecast parameters using Forecast Settings screen

2 All 2.0 Customer Forum Participants share experiences implementing S&OP, using SW2, challenges and what they learned

3 Super User 2.0 Super User Administration User & Group Administration, System Monitoring, Catalog Management and Data Security

2 User SW103 1.5

SW104 1.5

Planning Views, Template Workbench and Search Filters

Planning View data selection via ad-hoc search, data filters and template workbench

1 All 1.0 Product Roadmap Coming Soon: New features under construction at Steelwedge

1 All SW2 Hosted Dinner All participants are invited to join SW2 for drinks and dinner

2 User Defining and Running Reports Reports Overview, standard reports and editing report criteria

1.02 User NPI/EOL Modeling Using NPI/EOL curve fit modeling to forecast new products

SW105

SW106

SW107

3 User 1.0 Attach Rate Planning Attach rate planning overview including independent and

dependent demand, fixed and variable attach rates. Using BOM and Inverse BOM templates.

SW108

SW201

1.02 User Dashboards Overview of dashboard functionality, dashboard configuration and dashboard user assignment

1 User SW101 0.5 Introduction to Steelwedge Concepts & Terminology

Overview of concepts and terminology used by Steelwedge

Super User SW202

Steelwedge University Training: S&OP, Steelwedge and What’s New