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Fireside Chat - How a Small Fabrication Shop Started their Automation Journey

WEST Session: In this engaging discussion, an automation and robotics expert sits down with two executives from a small Southern California commercial & industrial appliance company, to explore the real-world journey of a small fabrication shop embracing automation. From initial skepticism to now multiple successful robot deployments, Bryan Montez & Pat Hundley share how their small team identified the right automation solutions, justified the investment, and overcame common barriers faced by small and medium-sized manufacturers. Attendees will walk away with practical insights into the automation decision-making process, some common lessons learned, and the cultural shifts enabling smooth transitions. Whether you're just beginning to explore automation or looking to scale your efforts, this session offers valuable takeaways for manufacturers and fabricators of all sizes & experience levels.

Olivier Thenoz

Speaker at WEST: Olivier Thenoz, Principal Product Manager, Production Machining Software, Hexagon

Embedded Digital Payments Strengthened Security and Reduced Manual Errors for an Established High-End Tile Supplier

WEST Session: Many well-established manufacturing and supply companies are rooted in their original non-digital technology and payments processes. From still using credit card swipers, to sending paper invoices, to even receiving paper orders from customers that included credit card numbers scribbled on them, high-end tile supplier, Decorative Materials, was experiencing the pain of outdated tech. They knew they needed a more innovative solution that would continue to grow with them while also providing the secure, digital payment options their customers and employees needed. This presentation will cover their case study and feature the challenges they were facing with meeting today’s technology and security standards, and how they updated their existing order system to a newer, more innovative solution that provided increased security, fewer human errors, increased time savings, and an overall improved customer experience. And it was all embedded directly into their ERP system.

Drura Parrish

Speaker at WEST: Drura Parrish, Co-founder and CEO, Purchaser

Uncover Hidden Cash with the R&D Tax Credit

WEST Session: In this session, Randy Eickhoff, CPA, Founder and Head Coach at Acena Consulting, will walk attendees through how innovative manufacturers and product developers can leverage the R&D tax credit to uncover hidden value. Whether you’re developing new processes, improving products, or experimenting with automation, this credit could be a powerful cash generator. Randy will demystify the IRS criteria, share real-world examples, and show you how to avoid common pitfalls in documentation and qualification. You’ll leave with practical insights to help you assess eligibility and maximize savings.

How Lean Teams Cut Downtime and Boost Output with Smart Maintenance

WEST Session: Unexpected breakdowns, rising costs, and limited asset visibility continue to be a challenge for manufacturers, especially as teams face mounting pressure to do more with less – fewer technicians, tighter budgets, and limited time. But with the right technology and a practical approach to reliability, lean teams can shift from fighting fires to building long-term, operational resilience into every layer of production. In this session, we’ll showcase how manufacturers are using modern CMMS (Computerized Maintenance Management System) tools to drive higher uptime, extend asset life, and reduce reactive work – all without needing additional headcount or new equipment. We’ll demonstrate how top performing teams have digitized preventive maintenance schedules, deployed QR code-enabled work orders, and built mobile-first maintenance workflows that keep machines running and teams aligned. Whether you’re still using spreadsheets or looking to get more out of your current system, this session will provide a clear blueprint for building a smart, scalable maintenance program.

Kartik Pasumarti

Speaker at WEST: Kartik Pasumarti, Vice President of Revenue & Operations, ShareCRM

Reactive to Predictive: How AI-Powered Field Service Transforms Manufacturing Operations

WEST Session: Manufacturing field service operations are plagued by inefficiency, reactive responses, and disconnected systems that drain profitability and frustrate customers. Most manufacturers still rely on manual scheduling, disparate software solutions, and limited real-time visibility into field operations, technician status, and equipment performance, resulting in suboptimal routes, missed appointments, and escalating operational costs. This presentation demonstrates how manufacturers are transforming their service operations using ShareCRM's AI-powered, mobile-first field service platform. Attendees will discover specific technologies including intelligent scheduling and dispatch algorithms that optimize resource allocation and technician assignments, AI assistants that use real data to identify and resolve potential issues before they impact customers, and industry-leading mobile applications that empower field service reps to complete jobs efficiently from accepting work orders to delivering parts from their own inventory. The session features real-world implementation strategies showing how manufacturers achieve a single view of the customer throughout the entire sales, service, and marketing lifecycle while connecting teams, processes, and systems with smart, automated workflows. Participants will learn about AI-powered knowledge bases that instantly recognize issues and recommend solutions, customer service analytics that provide holistic team productivity insights, and partner relationship management capabilities that extend operations through dealer and distributor networks. Attendees will leave with actionable insights on implementing connected, intelligent field service solutions that maximize uptime, boost profitability, and deliver delightful customer experiences while transforming reactive service costs into proactive competitive advantages.  

Steve George

Speaker at WEST: Steve George, Senior Manager Product Engineering – Solid Rounds, Kennametal

From CUI to ROI: Turning Compliance into a Competitive Advantage

WEST Session: As manufacturers face new requirements to safeguard Controlled Unclassified Information (CUI) under CMMC 2.0, many see compliance as a costly obligation. Yet, when implemented as intended, these same controls create a foundation for operational excellence—connecting machines and data securely, automating oversight, and strengthening resilience. From CUI to ROI reveals how aligning cybersecurity, compliance, and smart manufacturing turns regulatory readiness into measurable business performance and long-term return on investment.