Harmony at TUG CONNECTS 2026: Full Schedule

For more information about Harmony! TUG CONNECTS 2026, please visit www.tugconnects.com

8:00am CDT

Monday May 18, 2026 8:00am - 2:45pm CDT

Welcome to the TUG CSDE Network Meeting — and to TUG CONNECTS 2026! This is your community for connecting with fellow CSDE users to share insights, tackle challenges, and explore everything this powerful distribution platform has to offer.

Agenda:
8:00 AM: Welcome

Welcome and opening remarks, Brief overview of the days agenda

8:10 – 9:00 AM: Session 1: Infor Velocity Suite - What is it & What’s New! Hosted by Infor’s Max Fisher- Director, Product management and all round nice guy.

Infor Velocity Suite - What is it & What’s New!

Break 9:00-9:15am

9:15 – 10:00 AM: Session 2: Agile Dragon presents CSDE Finance Reporting. Hosted by Ching Cooper

Break 10:00 – 10:15

10:15 – 11:00am: Session 3: “” – M3 and Thing You Don’t Know. Hosted by John Panzenhagen

Identify some of the hidden aspects of M3
Discover areas that need proactive management
Identify potential problem areas and how to avoid them

Break 11:00 – 11:15

11:15 - Noon: Session 4: Open Mic —

Open, moderated discussion focused on: Network Leaders, Meetings and monthly webinars, what we can do to improve M3 Reach

01:10pm – 01:50pm: Session 5: Using AI in Infor to Increase Productivity, Reduce Costs, and Grow Revenue. Hosted by Justin Johnson GoMotivate

Sales Order Automation to streamline order processing and reduce pricing errors • Sales Insights to analyze historical Infor data and surface revenue opportunities • PO to Cart to convert emailed purchase orders into structured digital transactions inside Infor

2:00pm – 02:45pm: Session 6: Doppio Group “What comes next”

Break 2:45pm – 3:00pm

03:00pm – 3:30pm: Session 7 : Infor’s Ole Rasmussen Talk M3 Products

discuss and evaluate the M3 product roadmap

Speakers

John Panzenhagen

M3 Administrator, United Radio

When John started with United Radio 10 years ago, he knew how to spell M3. He quickly became the chief haystack inspector and finder of lost needles, uncovering the intricacies of this amazing product and identifying the how and why of what M3 does under the covers.

United Radio i... Read More →

Max Fisher

Directory, Product Management - Velocity Suite, Infor

Erich Simmer

Erp progam, Vallen USA

Justin Johnson

CEO, Motivate

Justin Johnson is the founder and CEO of Motivate, an AI-driven sales process automation platform for B2B distributors. Motivate empowers inside sales teams to reduce quote and order times by more than 45%, while its patent-pending ecommerce module has been shown to boost distributor online sales by more than 300%. A seasoned tech e... Read More →

Kurt Geckler

Sales Director, Doppio Group

Monday May 18, 2026 8:00am - 2:45pm CDT
TBD

CSDE / M3, General ERP, Technical

8:00am CDT

(102) Introduction to M3-based Cloudsuites; What do you Get Not Being Available in CSD

Tuesday May 19, 2026 8:00am - 8:45am CDT

TBD

This session explores the differing ERP philosophies of M3-based CloudSuites and CSD, outlining common ground, key distinctions, functional limitations, and where each solution delivers unique value.

Speakers

Ole Rasmussen

SVP Product Management, Infor

Mike Fletcher

Product Director, Infor

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

CSDE / M3, General ERP

2:00pm CDT

(148) User Experience Overview

Tuesday May 19, 2026 2:00pm - 2:45pm CDT

TBD

An overview of User Experience technologies available across M3 CloudSuites, with practical use cases and examples demonstrating how and why to apply them effectively

Speakers

Peter Johansson

Director, Demo Services, Infor

Gustaf Persson

Product Manager, Infor

Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

CSDE / M3, General ERP

3:30pm CDT

(153) CSDe Velocity Suite examples

Tuesday May 19, 2026 3:30pm - 4:15pm CDT

TBD

Discover how Value+ Solutions transform Customer Service & Distribution by combining innovative tools and data-driven insights to boost efficiency and drive growth. This session will show you what Value+ Solutions really are and how they optimize workflows while unlocking new business opportunities. Don’t miss the chance to learn how these solutions can elevate your CSDE operations from good to game-changing.

Speakers

Andreas Barkarö

Product Manager, Infor

Gustaf Persson

Product Manager, Infor

Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

CSDE / M3, General ERP

3:30pm CDT

(372) Hands-on Lab: M3 Workspaces & Contextual Widgets – Enhancing Role-Based Views

Tuesday May 19, 2026 3:30pm - 4:15pm CDT

TBD

In this hands-on Academy session, you will explore how Workspaces and M3 Widgets organize information and actions around specific roles. We will review standard Workspaces, understand how contextual widgets function, and demonstrate how to enhance a standard Workspace by adding and configuring additional widgets. By the end of the session, you will understand how Workspaces are structured and how to make practical enhancements that improve visibility and usability for your users.

Ideal for business and IT professionals, including process owners and key users, who want to better understand and improve role-based views in M3.

Speakers

Mike Fletcher

Product Director, Infor

Peter Johansson

Director, Demo Services, Infor

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

CSDE / M3, Hands-On Lab, General ERP

4:30pm CDT

(101) Roadmap for CSDE & Other M3 Cloudsuites

Tuesday May 19, 2026 4:30pm - 5:00pm CDT

TBD

Discover the future of CSDE and M3 CloudSuites through a strategic roadmap session, highlighting long-term direction, emerging capabilities, and opportunities to co‑innovate early.

Speakers

Ole Rasmussen

SVP Product Management, Infor

Mike Fletcher

Product Director, Infor

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

CSDE / M3, General ERP

8:00am CDT

(332) New models in M3 (Item restriction, API security, Supplier Rebates, Smart traceability)

Wednesday May 20, 2026 8:00am - 8:45am CDT

TBD

This session presents new M3 business models and functions that improve control, security, and efficiency through item restrictions, API security, supplier rebates, and smart traceability.

Speakers

Mike Fletcher

Product Director, Infor

Mikael Forsman

VP Solution Consulting, Infor

Mikael have been in the ERP space for distributers and more for +25 years, supporting clients in North America as well around the world.

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

CSDE / M3, Technical

8:00am CDT

(374.1) Hands-on Lab: M3 Experience Designer Basics - Part 1 (Part 2 occurs at 8am Thursday)

Wednesday May 20, 2026 8:00am - 8:45am CDT

TBD

In this hands-on Academy session, you will learn the fundamentals of M3 Experience Designer by enhancing the standard Customer Support Center application. Step by step, you will add real-time delivery and credit indicators, configure data services, and create interactive filters. By the end of the session, you will understand how to extend standard M3 applications to surface the operational insights that matter most to your business.

Ideal for business and IT professionals, including process owners and key users, who are new to Experience Designer.

Speakers

Peter Johansson

Director, Demo Services, Infor

Gustaf Persson

Product Manager, Infor

Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

CSDE / M3, Hands-On Lab, General ERP

2:00pm CDT

(204) M3 Finance Management for the North American Markets

Wednesday May 20, 2026 2:00pm - 2:45pm CDT

TBD

This session presents the M3 finance roadmap for North American markets, covering future direction and providing insight into US-specific functionality and strategic capabilities

Speakers

Andreas Barkarö

Product Manager, Infor

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

CSDE / M3, Financial

2:00pm CDT

(335) Configuration Management

Wednesday May 20, 2026 2:00pm - 2:45pm CDT

TBD

This presentation explores Configuration Management principles, best practices, and governance approaches to ensure consistency, control, and reliability across complex systems and product environments

Speakers

Mike Fletcher

Product Director, Infor

Gustaf Persson

Product Manager, Infor

Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

CSDE / M3, Technical

3:30pm CDT

(207) What's New in A/P

Wednesday May 20, 2026 3:30pm - 4:15pm CDT

TBD

Explore the latest Accounts Payable advancements, with a focus on efficiency, automation, and the Value+ solution for streamlined supplier invoice capture

Speakers

Andreas Barkarö

Product Manager, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

CSDE / M3, Financial

3:30pm CDT

(321) The Development Process and How to Managing Monthly Releases

Wednesday May 20, 2026 3:30pm - 4:15pm CDT

TBD

Since the first M3 MT Cloud release in April 2018, the Infor M3 Product Team have added new Product and Industry features, New Applications / Add-ons, Improvements to existing integrations, New Country Versions & Improved Tooling within the UI and Suite. Functional changes are delivered in April and October with early announcements, guidance and enablement in the Feature Release. IN this session we discuss the Infor internal process and how you can use the informaiton to improve your business month over month.

Speakers

Ole Rasmussen

SVP Product Management, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

CSDE / M3, Technical

4:30pm CDT

(158) Ask the Experts Panel - Infor-Led Roundtable

Wednesday May 20, 2026 4:30pm - 5:15pm CDT

TBD

A collaborative roundtable bringing together Infor specialists and attendees to exchange perspectives, address participant questions, and discuss key ideas and the current state of the industry.

Speakers

Ole Rasmussen

SVP Product Management, Infor

Mike Fletcher

Product Director, Infor

Steve Levy

VP, Enterprise Architecture, Infor

Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

CSDE / M3, General ERP

8:00am CDT

(154) Drive ESG success with Infor Strategy Planning, and Execution Application

Thursday May 21, 2026 8:00am - 8:45am CDT

TBD

Explore Infor’s new Strategy Planning and Execution application and how it enables organizations to translate ESG ambitions into measurable strategies, actions, and outcomes

Speakers

Ole Rasmussen

SVP Product Management, Infor

Andreas Barkarö

Product Manager, Infor

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD

CSDE / M3, General ERP

8:00am CDT

(374.2) Hands-on Lab: M3 Experience Designer Basics - Part 2 (Part 1 occurs at 8am Wednesday)

Thursday May 21, 2026 8:00am - 8:45am CDT

TBD

Take the next step in your Experience Designer journey. In this hands-on Academy session, you will build a new M3 application from scratch. You will design a simple layout, configure data services, and create basic interactions to understand how an application is structured. By the end of the session, you will have built a simple working application and gained the confidence to start creating your own.

Ideal for business and IT professionals who have basic Experience Designer knowledge or have completed Part 1.

Speakers

Peter Johansson

Director, Demo Services, Infor

Gustaf Persson

Product Manager, Infor

Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD

CSDE / M3, Hands-On Lab, General ERP

10:00am CDT

(348) How to create and use M3 No Code APIs

Thursday May 21, 2026 10:00am - 10:45am CDT

TBD

APIs lie at the heart of the M3 system, allowing you to update and retrieve information directly in the application. But what happens if there is no prebuilt API that will retrieve the information that you need? Fortunately, Infor has provided tooling that will allow you to create custom list APIs that allow you to choose the information you want and how it is selected. This session will cover how to create and use the EXPORTMI, MDBREADMI and CMS100MI custom APIs. Once created these APIs can be used anywhere that a standard M3 API can be used, such as Experience Designer, Workflows, etc. This session will give you to tools and knowledge needed to build and use no-code APIs.

After this session you will be able to:
1. List the programs and tools that are used in the process of creating no-code APIs
2. Describe how and when to create and use no-code APIs
3. Develop basic no-code APIs

This session will not cover how to use these APIs in a specific scenario, but rather how to create the APIs and make them accessible.

Speakers

John Panzenhagen

M3 Administrator, United Radio

Thursday May 21, 2026 10:00am - 10:45am CDT
TBD

CSDE / M3, Technical

11:15am CDT

(155) Strategic Supply Chain Planning for M3 ERP customers in a World of Continuous Disruption

Thursday May 21, 2026 11:15am - 12:00pm CDT

TBD

Learn how strategic supply chain planning with M3 ERP helps organizations respond proactively to ongoing disruption, improving resilience, visibility, and decision-making across complex global supply networks

Speakers

John Mercer

Solution Consultant, Supply Chain Planning, Infor

Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD

CSDE / M3, General ERP

11:15am CDT

(358) Process Mining for CSDe and M3

Thursday May 21, 2026 11:15am - 12:00pm CDT

TBD

This session introduces participants to the process mining capabilities within Infor Process Intelligence. Attendees will learn how process mining provides deep visibility into actual process execution by comparing actual process execution against organizational standards. The session will highlight how mining tools uncover deviations, analyze root causes, and identify bottlenecks that impact efficiency and cycle times.

Speakers

Suresh Jayaraman

SVP of Product Management, Infor

Suresh is the SVP of Product Management and Development at Infor. Suresh has over 20+ years of experience in Manufacturing and Distribution, both as a consultant and a customer. Prior to joining Infor, Suresh was the Director of Enterprise systems for a large manufacturing organization... Read More →

Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD

CSDE / M3, Technical

1:00pm CDT

TECH DAY: Engineering the Experience: Widgets, Workspaces, and Infor Portal

Thursday May 21, 2026 1:00pm - 5:00pm CDT

Music Row 5

This session demonstrates how to extend the Infor user experience using context-aware widgets and Workspaces that respond to user actions and surface the most relevant data. You’ll learn how to design and deploy widgets that combine key information, actions, and metrics into a single, streamlined view. We’ll also cover essential Infor Portal capabilities—including branding, navigation, workspace configuration, announcements, and security—along with practical tips to improve usability while reducing administrative effort and maintenance overhead.

Speakers

Paul Horne

Sr. Director Product Management, Infor OS, Infor

Paul is Sr. Director of Product Management for several OS Products including Infor Mongoose and Portal His focus is on citizen development and creative business solution delivery, with toolsets for the Infor family of products. Paul has more than 30 years in industry including 20... Read More →

Sheryll Limmex

Principal Solution Architect, Infor

Thursday May 21, 2026 1:00pm - 5:00pm CDT
Music Row 5

TECH DAY, Technical | CSD / SX.e, Technical | CSDE / M3, Technical

1:00pm CDT

TECH DAY: Revolutionize Your Operations: Unleashing the Power of Infor Enterprise Automation with RPA and iPaaS

Thursday May 21, 2026 1:00pm - 5:30pm CDT

Music Row 3

Discover how Infor Enterprise Automation leverages RPA and iPaaS to automate repetitive tasks and orchestrate end-to-end business processes. This session will highlight practical use cases that show how automation can connect systems, accelerate workflows, and improve operational efficiency.

Speakers

Carsten Steinhoefel

Principal Solution Architect, Infor

Phil Knott

Sr Director, Development, Infor

Thursday May 21, 2026 1:00pm - 5:30pm CDT
Music Row 3

TECH DAY, Technical, AI & Automation | CSD / SX.e, Technical, AI & Automation | CSDE / M3, Technical, AI & Automation

1:00pm CDT

TECH DAY: Unveiling the Data Fabric: Centralizing, Securing, and Empowering Enterprise Data

Thursday May 21, 2026 1:00pm - 5:30pm CDT

Music Row 4

This session explains the core concepts and components of Data Fabric. You’ll learn how the security model controls access so the right users and systems see the right data. We’ll then walk through practical use cases that demonstrate how Data Fabric supports custom widgets, reporting, integrations, and external tools. The session concludes with an overview of recent enhancements and a look ahead at upcoming capabilities.

Speakers

Jill Papendick

Manager - Infor OS Global Enablement, Infor

I’ve spent the past 13 years at Infor working with Infor OS applications, especially Infor Data Fabric. I’ve recently moved into a Development role where I focus on building enablement content for customers, partners, and fellow Inforians. I’m always happy to chat about Infor... Read More →

Kevin Heiman

Sr Product Director, Infor

Thursday May 21, 2026 1:00pm - 5:30pm CDT
Music Row 4

TECH DAY, Technical, Data Management | CSD / SX.e, Technical, Data Management | CSDE / M3, Technical, Data Management

8:00am CDT

TECH DAY: Mastering Infor ION: From Integration to Advanced Workflow Automation and Exception Handling

Friday May 22, 2026 8:00am - 12:00pm CDT

Music Row 5

This session provides a practical walkthrough of Infor ION’s core building blocks, from basic integrations to advanced capabilities such as scripting, data merging, and multi-step data flows. You’ll learn how to design and enhance ION Workflows using decision matrices, email templates, and IDM document attachments to support real business processes. The session also focuses on managing exceptions—showing how to use workflows, monitors, and alarms to detect issues, automate responses, identify trends, and escalate problems effectively.

Speakers

Sheryll Limmex

Principal Solution Architect, Infor

Kevin Heiman

Sr Product Director, Infor

Friday May 22, 2026 8:00am - 12:00pm CDT
Music Row 5

TECH DAY, Technical, Document Management | CSD / SX.e, Technical, Document Management | CSDE / M3, Technical, Document Management

8:00am CDT

TECH DAY: Empower & Extend: Crafting Seamless, Secure Apps in the Infor Ecosystem

Friday May 22, 2026 8:00am - 12:30pm CDT

Music Row 3

This session shows how to extend the Infor ecosystem by building custom applications that integrate seamlessly with CloudSuite data, security, and role-based access. Learn how these apps deliver the same trusted experience as native Infor solutions and how to safely create secure, external-facing portals for customers and partners—all while maintaining full control over data access, security, and governance.

Speakers

Paul Horne

Sr. Director Product Management, Infor OS, Infor

Carsten Steinhoefel

Principal Solution Architect, Infor

Friday May 22, 2026 8:00am - 12:30pm CDT
Music Row 3

TECH DAY, Technical | CSD / SX.e, Technical | CSDE / M3, Technical

8:00am CDT

TECH DAY: Infor OS: A Year of Innovation and Transformation

Friday May 22, 2026 8:00am - 12:30pm CDT

Music Row 4

This session highlights the major enhancements and new features introduced across the core Infor OS services over the past year. Each update is brought to life through practical, real-world examples that show how the capabilities can be used and the value they deliver.

Speakers

Jill Papendick

Manager - Infor OS Global Enablement, Infor

Phil Knott

Sr Director, Development, Infor

Friday May 22, 2026 8:00am - 12:30pm CDT
Music Row 4

TECH DAY, Technical | CSD / SX.e, Technical | CSDE / M3, Technical

8:00am CDT

8:00am CDT

2:00pm CDT

3:30pm CDT

3:30pm CDT

4:30pm CDT

8:00am CDT

8:00am CDT

2:00pm CDT

2:00pm CDT

3:30pm CDT

3:30pm CDT

4:30pm CDT

8:00am CDT

8:00am CDT

10:00am CDT

11:15am CDT

11:15am CDT

1:00pm CDT

1:00pm CDT

1:00pm CDT

8:00am CDT

8:00am CDT

8:00am CDT

Get help with the event