infor on the road 2013 systemi xa

1 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

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2 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Agenda

• The Future of XA

• Release 9.X Projects

• Release 10

• Questions

3 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Full disclaimer This presentation reflects the direction Infor may take with regard to the

products or services described herein, all of which is subject to change

without notice. This presentation is not a commitment to you in any way and

you should not rely on any content herein in making any decision. Infor is not

committing to develop or deliver any specified enhancement, upgrade,

product, service or functionality, even if such is described herein. Many

factors can affect Infor’s product development plans and the nature, content

and timing of future product releases, all of which remain in the sole

discretion of Infor. This presentation, in whole or in part, may not be

incorporated into any agreement. Infor expressly disclaims any liability with

respect to this presentation.

4 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

4

The Future of XA

5 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

5

Release 9 Projects

6 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

3 Areas of Priority Projects

IDF

Completion Infor 10x Extended ERP

Already Discussed

Available __/__/__

1. 2. 3.

Areas to focus on

7 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Infor XA Vendor

8 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

3 Areas of Priority Projects

IDF

Completion Infor 10x Extended ERP

1H 2014

1. 2. 3.

9 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

• What was considered

• Customer and channel partner input

• Customer menu option usage

• Infor analysts

• Customer usage logs were analyzed. Usage was ranked:

1. Cumulative seconds a task was active

2. Count of users who executed a task

3. Count of each invocation of a task

4. Count of distinct days a task was used

Project Priorities

Infor 10x Extended

ERP

IDF

Completion

10 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

1. COM/Cust Service Management

a) Shipping process (partial shipping)

b) Return invoices

c) Immediate ship credit memos

d) Pricing Inquiry

2. MRP Item Requirements Inquiry

3. Inventory Management

a) Add IP / IU / RS / PC to OBPM

b) SS / SM transactions

c) Add a full SCANNING solution

d) Keep inventory by REV Level Potentially a “phase 2” due to the size of this requirement

Top Ten Requests – Being Delivered 4. Add outside processing

a) File setup

b) Create shipper for transfers to outside processor (new)

5. MRP

a) Initiate planning run

b) Maintain horizon values

6. IFM

a) AP Invoice entry – with 3 way match

b) Invoice Approval Keeps Purchasing in Power-Link

c) Cash posting

d) Payment lists

11 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

7. OBPM

a) Shop Activity Update

b) Close Labor can be performed in OBPM but performing operation reporting prior to closing labor must be done in IDF Level 1

c) Purge This function can be performed in IDF Level 1.

8. Repetitive

a) Master files

b) Schedules

Top Ten Requests – Being Delivered 9. Master Scheduling

Planner has to put a PLAN in somewhere and this is probably the place to put it.

10. IFM

a) Create an easier way to show payments to invoices with drill down to all source documents like green screen on-line business inquiry. Currently it is a 4-step process in Power-Link

12 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Delivered

• CRM v3

• Environment Replication

• Report Writer

• Enterprise General Ledger – IFM

• Migration Tool*

• Enterprise General Ledger – AM

• Enterprise General Ledger v2

• Material Planning

• Link Manager Enhancements (2013, 2014, continuing)

IDF Development In Development

• Accounts Payable

• Accounts Receivable

• Pick/Pack/Ship

• Auto Enhancements

• Remaining Inventory Transactions

• Enterprise General Ledger – AM

• Migration Tool

• Enterprise General Ledger – v3

• 64 bit support (performance)

Infor 10x Extended

ERP

IDF

Completion

13 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Enterprise AR/AP/Cash

• Upgrade IFM AR/AP/Cash

• More automation

• Customizable and extendable

• IDF security

• XML application interfaces

• Optimize Transactions for efficiency

Infor 10x Extended

ERP

IDF

Completion

14 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Enterprise Finance

Select create option

Create invoice header (1 of 2)

Create invoice header (2 of 2)

Select PO or GRN

Select inventory receipts,

Adjust invoice quantity/prices,

Generate invoice lines

View invoice

Post invoice

Find invoice (1 of 2)

Find invoice (2 of 2)

Display invoice

Select inventory receipts

Generate AP invoice

Adjust invoice quantity/prices,

Post transaction

Display invoice

Enterprise AP, AR and Cash

are much more streamlined

Infor 10x Extended

ERP

IDF

Completion

15 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

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16 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

• IDF

• XML communication

• SOA Architecture

• Tightly coupled

• Open standards

• System-Link

• Net-Link

• Publish and Subscribe

• Event Notification

• Broadcast and Receive

• Drillback to Source

• Report writer – 360 degree data

ION – enhancing IDF • ION/ Workspace

• XML Communication

• SOA Architecture

• Loosely coupled

• Open standards

• ION Connect

• Workspace

• Publish and Subscribe

• Event Management

• Context Publishing

• Drillback to Source

• Pervasive Analytics

• Ming.le + Workflow

Infor 10x Extended

ERP

IDF

Completion

17 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Global capability in IDF/ION

Analytics Master data User interface Social

Must be one enterprise instance

Infor 10x Extended

ERP

IDF

Completion

18 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Local flexibility in IDF/ION

ERP Transaction

applications

Upgrade

components

separately Hybrid

deployment

Can be separate instances

Infor 10x Extended

ERP

IDF

Completion

19 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Priority Projects

IDF

Completion Infor 10x Extended ERP

Ongoing

1. 2. 3.

20 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

Delivered

• F9 AM – IFM - EGLi

• Corporate Performance Management IFM

• Product Configuration Management

• Channel Selling Portal

• Supplier Exchange

• Enterprise Asset Management

• Motion – Road Warrior

• Motion – Activity Deck

• Salesforce.com

Extended ERP Products In Development

• Infor BI (10x release)

• Motion – Shop Floor (Q4 13)

• Brazil Local.ly (planning)

• Supply Chain Execution (Q1 14)

• Motion - Warehouse Manager

Priority Queue

• Automotive Exchange

• requires Pick/Pack/Ship

• ION EDI connector

• Corporate Perf Mgt - EGLi

Infor 10x Extended

ERP

IDF

Completion

21 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

21

In Process Projects

22 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

In process projects – no definite date • Serial Track and Trace

• Already developed; XA enablement pending

• Object Aliasing

• Green screen reduction (750+ programs)

• Global Time-zone support

• Planning launch for VPi/Thruput

• Corporate Performance Management / ION integration

• Mobile Safari support

• Planning related enhancements

23 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

23

Release 10

24 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

What is XA Release 10?

All 9.X enhancements bundled

New Code Base

New Support Window

25 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

When is Release 10? • When the priority projects are field proven:

• Infor 10x

• IDF Development

• Extended ERP integrations up to Auto Exchange

Projected Timeframe: End of 2014 or Early 2015

But all other enhancements will be delivered via PCM prior to R10

26 Copyright©2013 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice.

XA Development and Updates March On!