After successful sessions at Epicor Insights in both 2024 and 2025, Innovative Automation is returning to Nashville for Insights 2026 for the third consecutive year as a customer-led speaker.
Over the past two years, Trudy Pogue and Michael Bayley from Innovative Automation have shared practical strategies and tools developed through hands-on experience using Epicor Kinetic and Application Studio in a manufacturing environment. Their sessions generated strong engagement from Epicor users looking for practical ways to better organize, standardize, and manage their dashboards.
Building on that momentum, Trudy and Michael will once again be speaking at Epicor Insights 2026 with their new customer-led session:
“Customer-led: Tips and Tricks for Managing Your Kinetic Dashboards with Innovative Automation”
This year’s presentation focuses on practical guidance for building and managing Kinetic dashboards, whether you’re creating your first dashboard or refining an established system across your organization. Attendees will walk away with ideas, tools, and examples used daily within Innovative Automation’s ERP environment.
Session Topics: Dashboards to help manage BAQs and dashboards, establishing and maintaining dashboard standards, dashboard and BAQ security, user personalizations, monitoring dashboard usage and tips and gotchas.
Session Downloads
Access the presentation materials and dashboard resources shared during the session: Download Session Resources
The download package includes:
- PPT presentation (PDF)
- BAQ Purge Dashboard
- Copy Application
- Dashboard Info Dashboard
- Dashboard Template
- Dashboard Template Instructions
- Kinetic Grid Layout Purge Dashboard
- Referenced Queries Dashboard
- Users & Security Groups Dashboard
All resources are provided as complimentary downloads for Epicor Insights attendees.
