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Kevin Kerston

Speaker at WEST: Kevin Kerston, Senior Account Executive, SugarCRM

Maximizing R&D Tax Credits

WEST Session: The R&D Tax Credit is a powerful federal incentive that rewards manufacturers for innovation in product design, process improvements, and new technologies. It directly reduces tax liability or payroll tax, freeing up cash to reinvest in equipment, workforce, and growth. Manufacturers often face challenges such as rising production costs, global competition, supply chain constraints, and the need to modernize with automation, robotics, and sustainable practices. The R&D Tax Credit helps offset these pressures by turning day-to-day problem-solving—like improving tooling, enhancing production efficiency, or developing prototypes—into measurable tax savings. To qualify, activities must pass the IRS “Four-Part Test”: seeking to resolve technical uncertainty, relying on science/engineering, involving experimentation, and aiming to improve a product or process. Eligible expenses include wages, materials consumed in development, and contractor costs. Two paths provide benefits: the Standard Credit , which reduces income taxes, and the Payroll Credit , which offsets up to $500,000 annually in employer payroll taxes—especially valuable for manufacturers reinvesting in growth. The One Big Beautiful Bill Act (2025) restored immediate expensing of domestic R&D costs, eliminating the burdensome 5-year amortization. It also allows companies that capitalized expenses since 2022 to retroactively accelerate deductions. Strategies for manufacturers include building stronger documentation systems, aligning R&D tracking with engineering workflows, and leveraging tax planning to maximize credits year after year. Together, these updates give manufacturers powerful tools to manage costs, stay competitive, and invest confidently in new technologies.

Optimizing MRO Spend in the Smart Manufacturing Ecosystem with Vroozi SpendTech

WEST Session: This presentation will explore how modern manufacturers can eliminate delays and inefficiencies in MRO purchasing through a smarter, more connected procurement experience. Traditional indirect materials procurement is often siloed, manual, and reactive—creating friction across sourcing, approvals, and delivery. Vroozi’s SpendTech® platform changes that by offering an intuitive, self-service marketplace that automates requisitions, ensures contract compliance, and increases spend under management. Attendees will see how smart manufacturing systems can trigger AI-driven purchase requests, enabling real-time MRO fulfillment to keep operations running. We’ll walk through a real-world example of how a leading manufacturer accelerated response time and reduced downtime by digitizing and automating their indirect procurement workflows.

Adoption of New Technology and Processes for Change Management

WEST Session: Sponsored by: UiPath Moderated by: Paul Boris This panel brings together different perspectives, from a small, family-owned manufacturing company to one of the largest digital solutions providers, to discuss the deployment of advanced technologies and how the landscape continues to change rapidly.  Using AI to improve efficiency, automate tasks and analyze data allows manufacturers enhanced decision making and is even transforming entire industries.  AI is disrupting traditional thinking at an accelerated pace.  This panel will cover organizational factors/business considerations, technical challenges, skills/labor gaps, ethical considerations and other.

Why Your Operators Are Still Your Best Manufacturing Investment

WEST Session: Your next efficiency breakthrough isn't hiding in a machine learning algorithm. It's walking around your shop floor right now. While manufacturing obsesses over AI, 85% of operations still depend on human expertise. The CNC programmer who knows exactly when to adjust spindle speeds. The veteran welder who spots perfect joints in seconds. The setup technician whose alignment cuts cycle times. These operators don't just run your processes, they've mastered them. They hold the institutional knowledge that separates good production from great production. But your systems can't see what they know, creating a costly blind spot. Mid-market manufacturers nationwide face the same challenge: valuable knowledge trapped in individual heads instead of being scaled digitally. The result is lost efficiency because operator expertise can’t integrate with core systems. Companies overcoming this aren’t layering more machine learning. They’re building systems that amplify human intelligence. They digitize workflows, connect teams to real-time data, and create interfaces designed around how operators think and work, not the other way around. In this session, Docket will reveal how shop floor digitization platforms close the gap between operator expertise and digital execution. You’ll gain practical insights into smart manufacturing systems that support your frontline, enabling faster setups, higher accuracy, and smoother production. At a time when manufacturers chase the next big overhaul, don’t overlook the team that got you here. The goal isn’t replacing human insight, it’s designing systems that can multiply it.

Growing your Customer Life Time Value by 25 - 95% and securing 80% of future profits in Manufacturing

WEST Session: In a manufacturing landscape where production has evolved to be lean, automated, and connected, post-sales support remains outdated—fragmented across PDFs, portals, and manual processes. Impaqx’s Pikclix redefines this landscape with SupportOps 3.0, a transformative, AI-powered platform built to modernize maintenance, service, and parts ordering. By integrating Generative AI, Agentic AI, LLMs, RAG, and Vision AI, Pikclix delivers intelligent, contextual, and actionable support experiences across the customer and technician journey. From conversational AI assistants trained on proprietary documents to clickable assembly diagrams that link directly to live parts catalogs, Pikclix simplifies complex tasks, enhances part identification accuracy, and improves customer satisfaction. The platform empowers manufacturers to scale rapidly—requiring no infrastructure overhaul, integrating with existing systems, and going live in under a month. Business impact is significant: reduced return rates, increased part order volume, and improved customer loyalty. With built-in analytics and automation, Pikclix not only answers support queries but uncovers trends, predicts failures, and drives engineering improvements. In an era where 40% of revenue can stem from aftermarket services, Pikclix transforms post-sales support into a strategic growth engine—bridging the modernization gap and preparing manufacturers for the future of intelligent support.

From Shop Floor to Top Floor: Connecting Manufacturing Operations for Real-Time Insight and Efficiency

WEST Session: This session explores how connected manufacturing processes can unify production, inventory, scheduling, and financial data into a single, real-time source of truth. By integrating critical business functions—from sales orders to production planning, quality control, and shipping—manufacturers can break down silos, eliminate redundant processes, and improve responsiveness to market changes. With access to accurate and timely information, decision-makers gain the visibility needed to identify bottlenecks, reduce errors, and optimize resource allocation. Attendees will learn how adopting a connected approach not only increases efficiency and collaboration but also positions manufacturers to adapt quickly to evolving customer demands and market conditions, ensuring long-term competitiveness and growth.