copyright © 2019. infor. all rights reserved....this presentation reflects the direction infor may...

Copyright © 2019. Infor. All Rights Reserved.

Speed: Paradise by the dashboard light - the power of informed decision-making

Massimo Emilione – Practice Director, Avaap

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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, serviceor 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.

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05 Q & A

04 I m p l e m e n t i n g B i r s t

02 W h a t i s B i r s t ?

03 B i r s t D e m o

01Agenda

T h e R i g h t To o l f o r t h e r i g h t j o b

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The Power in Numbers

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T h e O v e r v i e w One

Goal98+

Awards

6Business

Units

600+Citizens

300+ Clients

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What Department Do You Represent?

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The Struggle Is Real

Real time data analysis is difficult

Excessive time spent gathering information

Too much manual data manipulation Excel

Time to generate reports TAKES DAYS

Getting data from Cerner requires red tape

No single source of the truth for all data


Where is MY DATA?

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FACILITIES MANAGEMENT

REGULATORY COMPLIANCE

PHARMACY SYSTEM

DONATIONS

ERP

CONTRACTS

OPERATION THEATER

EMR

HUMAN RESOURCES

PAYROLL

BENEFITS

TIME AND ATTENDANCE

STOCK AND INVENTORY

CORPORATE SERVICES

REVENUE CYCLE

EXCEL/ACCESS

DATA WAREHOUSE


Your data is in here…

Common Perspectives

Most companies approach analytics with a reporting-centric mindset today,

not a value-centric approach.

Wall of NumbersDetailed Reports with Filters

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What is the right tool for the job?Intelligent ERP using Infor CloudSuite + Birst

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Access and Filter selective data from business classesList Views

Who are our most compliant suppliers?KPIs &Dashboards

What products did we buy and from whom?d/EPM & Infor Reports

Which suppliers are of high value?Blending & Discovery

Why are these suppliers of high value?Descriptive Analytics

Which suppliers will become high value?Predictive Analytics

What actions do I need to take?Prescriptive Analytics

Valu

e

Intelligence

Ready, Set, Birst

Export all available data into ExcelDB Export & ISD

AI Coleman

Birst

Infor Standard BI tools

The Future

AI Coleman• A.I trained on diverse network, enterprise

graph, and industry-specific data sets• Conversational UX with chat, voice, and

image recognition• Embedded within Infor CloudSuite™ apps• Deep domain and industry knowledge• Get intuitive advice

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CSF Tool V10 Equivalent Benefits Risks When to Use Typical UserDBExport Rngdbdump

LID Cmd line

Export data into CSV Can tie multiple business classes

together via Excel Easier to use than ISD

Can degrade performance Excel Pivoting & vlookups

requires expertise in Excel Selective extracts require

expertise in criteria syntax

When List view is n/a When a full dump is needed Copying data between

environments

Export v10 – Systems

Analyst

Export CSF – Business

Analyst

Infor Spreadsheet

Designer

Lawson Add-Ins Can pull information by business class

Can filter and determine which fields to bring in

Can pull in related data from other business classes

Batch mode speeds up performance

Exposes risks for inadvertent changes

Requires high knowledge of field names & business classes

ISD requires an addon to Excel

Performing mass changes

Review large amounts of data from business class

Using Read Only Templates – Core Business User

Creating Templates/Using Change Templates –Business Analyst

CloudSuite Reporting Options

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CSF Tool V10 Equivalent Benefits Risks When to Use Typical UserInfor

Reporting

Landmark Reporting

Report Studio

Batch Reporting

Canned Reports

Prebuilt content Can be scheduled Can create distrib groups Export to pdf, excel, CSV Can build customize rpts (CSF

only)

Verifying completion is a manual

process

Drill-back links &

Customizations require LPL

experience (CSF only)

Review standard reports

When list view is n/a

Review outcome of

processes transactions

Running – Core Business

User

Customizing – System

Analyst

d/EPMIBIApp Studio

Scorecard

View Point

Pre-built Standard Financial Reports are available*

Summarized data available in Cubes

*Trial Balance, Balance Sheet, Income Statement, Finance Structure Analysis, Budget to Actuals, Project Summary

Birst is go forward BI Platform dEPM & Cubes are needed due

to complex GL capabilities Requires extensive expertise Most data is summarized

Using standard GL Financial Reports

When unable to build these reports in Birst

Viewing – Core Business

User

Designing – System Analyst


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CSF Tool V10 Equivalent Benefits Risks When to Use Typical UserList Views List Views*

*Available in Smart Office & LSF 10.0.5 +

Real Time Data Can personalize, sort, & filter

fields Can Export to PDF/CSV Can drill down Easy to include pre-defined

derived fields Auditing capability on changes Can save reusable filters Easier to use than ISD

Limited to only certain forms & certain actions

Exposes risks for inadvertent changes

Limited to criteria for filter on the form

Using derived field impedes performance

Can be slow Requires dumping to Excel to

perform group by

Manage by exception look-ups

Quick searching Performing daily simple

transactions Reviewing Messages Not designed for full

reporting

Viewing –

Core Business User

Personalizing –

Business Analyst

Birst LBI

Reporting Services

Framework

Services

Smart Notes

Scorecard

ViewPoint

Make quicker decisions Faster time to value One source of the truth Easy exploration of ad-hoc data

for users Access via smart phone or web Pre-built content included Reduced IT reliance Built in ETL, Dashboard,

Reporting, & Visualization tools

Requires some maintenance

Requires refined skillset

Adding new dimensions can

cause some rework

Business Decisions need to be made quickly

Reviewing Trends Performing Analysis Seeing things as they

occur

Viewing – Any User

Securing & Creating

Dashboard Content –

Business Analyst

Modeling – System Admin


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W h y B i r s t ?

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Birst (ADR)T e c h n o l o g y

D a t a L a y e r Infor CloudSuite / Infor Applications External Sources

Business Definitions/Data Governance/Networked BIS e m a n t i c L a y e r

R e s u l t s I n

DiscoveryDashboards Mobile Reporting 3rd Party

Self-ServiceBusiness Analytics

On the fly data

Birst A n e x t - g e n e r a t i o n , c l o u d - b a s e d p l a t f o r m f o r n e t w o r k e d b u s i n e s s i n t e l l i g e n c e ( B I )

V i s u a l i z a t i o n L a y e r

Who are our most compliant suppliers?KPIs & Dashboards

Professional Reporting Extendable

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ONE SOURCE OF TRUTH

Field Ops Inv. Mgmt. Manufacturing

Forecast Opps

Pipeline

Booked Revenue

Sales Orders

Forecast Opps Inventoryon-hand

Backlog Qty

WIP

Shipments

Inventoryon-hand

WIP Throughput

Finance Procurement

Raw Mats

Raw MatsBooked Revenue

Networked BIKey Capabilities:

Share analytic ready governed data models across the organization to eliminate data duplication and inconsistent metrics and KPIs

Find and connect to shared networked models and easily blend with end user created content

Blend models across multiple sources without replicating data, including end user 3rd party data sets

Business Benefits:

Empower users to create new end to end analysis with their own data while ensuring trust in the shared version of truth across multiple analytic use cases

Easily Blend governed centralized IT data with decentralized end user self service data sources providing maximum business agility while maintaining analytics integrity

Lower TCO by eliminating data exports that lead to analytic silos and manual re-work for every one-off analysis

One place to change any enterprise metric to ensure global consistency and trust

O N E S O U R C E O F T R U T H

Enterprise Data Model

SUPPLIERS

CUSTOMERS

Smart Analytics℗Key Capabilities:

Automatically create new value-based design dashboards with Smart Insights to answer next level questions without help from IT or business analysts

Generate completely personalized analysis for every user leveraging a rich semantic layer that enforces context and security for more actionable intelligence

Upskill analyst to citizen data scientist capabilities with easy to use self-service data preparation and flexible integration to leading ML platforms

Business Benefits:

Discover meaningful relationships between hundreds and thousands of business attributes and KPIs at a scale and speed far greater than ever before

Unlock previously hidden insights by discovering relationships that users may not have even considered across a trusted and governed, networked semantic layer

Increase BI adoption by empowering every user, not just skilled analysts or IT, with intelligent self-service that reduces the barrier to finding new insights and encourages discovery

P OW E R D B Y C O L E M A N A I

PersonalizedResults

Smart AnalyticsEngine

UserInteraction

Anomalydetection

Naturallanguage

Intelligentalerting

InstantInsights

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Every solution for any use caseK E Y C A PA B I L I T I E S

INTERACTIVE LIST VIEWS

Real-time, actionable insights, at your fingertips, embedded where

you work

PERSONALIZED EMBEDDED REPORTS

Personalized list views with advanced filters, grouping, sub-totaling, data

selection and instant export

APPLICATION REPORTS

Pre-built, print ready reports for data processing, scheduling, distribution

and export

EMBEDDED INDUSTRY ANALYTICS

Role-based analytic dashboards for managing key performance indicators

over time and finding new insights

ACTIONABLE ALERTSSmart icons with pre-built,

prescriptive algorithms, for guiding daily activities based on organizational priorities

SELF-SERVICEHighly-formatted, personalized

operational reports and financial consolidations, with full self-service

capabilities

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IMPLEMENTING YOUR BI STRATEGY…

Flow of data into BI FSMB I F S M R e p o r t i n g

OLAP DB Cube

Infor CSF/HCM BI FSM Reporting

CSF Sched Job

App Studio

Flow of data into Birst B i r s t

CSFServer

Infor CSF/HCM

Infor Data Lake

Birst Reporting & Analytics

Replication Sets

Infor Ion Birst Connect

WHEN SHOULD YOU IMPLEMENT BIRST?Anyt ime!

Examples of When You Can Implement Birst• With your current LSF10/M3• As part of your CSF or GHR upgrade• We are live with CSF but want to add Birst

– Phase 1 • GL – IBI• Finance/SCM/HCM – List Views/Canned reports

– Phase 2 • GL – Birst • Finance/SCM/HCM – Birst• Home Page Widgets/Dashboards

Speed up Implementations with Infor Analytics (IA)Available Today • List Views (4000+ Prebuilt Lists)• Standard Reports (240+ Processing Program

Reports)• Prebuilt Financial Reports using CSF OLAP

cubes• Income Statement & Balance Sheet report

templates available for BI FSM• Birst v11.0.4 is available today (Does not

contain GL)

Roadmap Prebuilt content is not a silver bullet, It still requires effort to set it up

• v11.0.7 will be available in Sept 19’ (will contain GL source data)

• Newer reporting styles will be available for GL in Feb 20’

• Birst will be able to pull data from CSF Cubes May 20’

• Data Lake JDBC Connections will be available soon

• File Creation Utility (FCU aka HCM Connect) will be available soon

Did You Have a Good Year?

LOW TURNOVER?

PROFITABLE?

SMALL AGING BALANCE?

OUTSTANDING POS?

UNDER BUDGET?

CONTRACT COMPLIANCE RATE?

What Can ' t be AnalyzedCan' t be Improved.

Make better, more valuable decisions

It’s more than just providing information or access to

information.

As of Jun 2019

As of Aug 2019

• Analytics deliver value by enabling better decisions

• Focus on the specific user needs

• What determines success

• Show metrics that the user can control

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Our Del ivery Model: A Remedy Tuned for SuccessA v a a p ’ s A c c e l e r a t e d I m p l e m e n t a t i o n s

R e a l i z e I m m e d i a t e Va l u e

A g i l e D e v e l o p m e n tVa l u e - B a s e d D e s i g n

E n a b l e m e n t

D e s i g n e d a r o u n d i n d u s t r y s t a n d a r d s t o r e d u c e p r o j e c t r i s k , d u r a t i o n a n d c o s t

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More Birst Sessions Today320104-TEC217

• AI-powered BI with Birst Smart Analytics: The future of self-service

• Thursday, 10am

320193-TEC416S

• Watch n Learn: Data to Dashboard in Birst

• Thursday, 10:10am

320099-TEC215

• Improve sales, profitability and customer retention with embedded analytics from Birst

• Thursday, 11am

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