infor cpm d/epm (roadmap)informarketing.in/.../track2ocfo_1_dhruv_partner_summit_epm.pdf ·...
TRANSCRIPT
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1 Copyright ©2014 Infor. All rights reserved.
1
Infor CPM – d/EPM (Roadmap)
Dhruv Parekh, Solution Consultant, Infor
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Disclaimer
This document reflects the direction Infor may take with regard to the specific
product(s) described in this document, all of which is subject to change by Infor in its
sole discretion, with or without notice to you. This document is not a commitment to
you in any way and you should not rely on this document or any of its content in
making any decision. Infor is not committing to develop or deliver anything described
herein.
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By the numbers
56% 77%
70,000 Infor customers
globally
2,000+ Infor CPM/EPM customers
CFOs looking to
go to cloud 2
Finance orgs rank
BI and EPM solutions
top priority 1
3,000+ Infor BI/Analytics customers
260+ Infor Approva
Compliance customers
1 Gartner “ Tech Trends for CFOs and Controllers Convergence 2013”
2 KPMG “Research Summary: Intelligent Finance Organizations”
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CPM History
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FDC
1990
PM10
AUG 2007
CPM
10.3
AUG 2011 NOV 2012
MPC
Performance Management Product Timeline
1996
CPM
10.4.0
JUL 2013
CPM
10.4.1
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PM Timeline: Future
CPM
10.4.1
CPM
10.4.2
d/EPM
10.5
CPM
10.4.3
d/EPM
10.6
CPM
10.4.4
d/EPM
10.7
CPM
10…..
d/EPM
10…
2014
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Infor Dynamic
Enterprise
Performance
Management
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Pure planning
applications
Pure analytics
solutions
Custom
solutions
Time to
value
Requires
expert
knowledge
No planning
capabilities
Fragmented
Business
process
Limited
flexibility
Limited
Analytical
capabilities
100% fit to
customer’s
business
Flexible and
adaptable
Quickly gain
insight
Highly
visual
End-user
Centric
configuration
Immediate
Business
value
Infor dynamic
enterprise
performance
management
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d/EPM
Single integrated platform for:
Analytics
Financial Performance Management
Compliance
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Analytics
Key components include an architecture for web dashboards as well
as mobile iPad dashboards; a web front-end for data visualization; a self-
service front end to analyze any data by any business user; a real-time,
in memory database for multidimensional analysis; a modeling and ETL
layer; and a fully integrated Excel interface for ad-hoc analysis or
cell-based reporting
Centralization of data; simplified integration to business applications;
delivery of dashboards and business insights through a variety channels;
mobile accessibility; consumer-inspired UI; in-context transaction
processing; prediction and statistical forecasting
Business intelligence platform
What it includes What it delivers
Key components includes sales and operations, production, financial, supply
chain, and human capital analytics
Packaged analytic content for key business challenges, such as workforce
turnover and supply chain optimization
Business analytics
Key components include asset management, automotive, aerospace &
defense, equipment maintenance, fashion, food & beverage, hospitality,
healthcare, and public sector analytics packs
Tailored content for key verticals; less customization; faster time to value
Industry analytics
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Financial performance management
Budget and plan using powerful forecasting and prediction capabilities
Planning, budgeting, and forecasting in a single system; predictive modeling;
operational planning; development of sub-plans for workforce budgets and
sales plans
Budgeting and planning
What it includes What it delivers
Link strategic goals to operational plans and results
Tactical and operational plans; execution plans; performance measures;
results tracking to evaluate performance against your plans
Strategy management
Financial consolidations
Consolidate multiple sets of books seamlessly
Production of consolidated financial statements; intercompany elimination
entries; translation of reporting entity statements prepared using different
accounting methods into the same currency and accounting method
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Compliance
Key risk and performance indicators, dashboards, and reporting
KRI tracking; automated management reporting with configurable
dashboards; personalized reports for each role or user; risk scoring; follow-
up prioritization
What it includes What it delivers
Segregation of duties (SOD) monitoring
SOD best practice implementation; workflow routing and approvals;
automated and proactive monitoring
Transaction monitoring
Proactive monitoring for transaction anomalies; monitoring for all types of
business transactions across multiple platforms and applications; out of the
box business rules; monitoring for Infor, Oracle, and SAP solutions
Application security and access monitoring
Proactive monitoring of user access rights as well as implementation
and monitoring of best practices for monitoring of best practices for user
access privileges
Risk identification and exception management
Inspection of 100% of data and transactions; automatic identification
of exceptions; alerting capabilities; progress tracking via dashboards
and reports
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Current Infor CPM
Relational Data Store
Strategy Management
Financial Consolidation
Budgeting & Planning
• Workforce Budgeting
Reporting
Integrations
Current Infor BI
In-Memory OLAP
Planning
Financial Consolidation
Dashboards
Analytics
Infor d/EPM
In-Memory Database Architecture
Strategy Management
Budgeting & Planning
• Workforce Budgeting
Financial Consolidation
Reports
Dashboards
Analytics
Integrations
New
Updated
New
Updated
Updated
CPM -> d/EPM
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In Memory OLAP Server
Design and Data Integration Connect, load,
automate, push/pull
Repository
Meta Data Storage
Security
Permissions
Application Management
Analytics, budgeting
and forecasting
Application Studio BI and PM
application building,
reporting, printing
Dashboards Dashboards, analytics,
budgeting and forecasting
on the Web and Mobile Office Plus
Analytics, budgeting
and modeling in Excel Processes
Pla
tform
A
pplic
atio
ns
d/EPM Custom BI
Pre packaged Custom extensions Custom extensions
Analytics Budgeting &
Planning Consolidation
Strategy
Management … Custom Sub-Plans Custom or ICS Implementations
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Infor BI Technology Platform – Cloud, Mobile, Web, In-Memory Architecture
Enterprise Applications
Infor Dynamic Enterprise Performance Management
Workforce
Budgeting
Planning,
Budgeting and
Forecasting
Strategy
Management
Business
Analytics
Capital
Planning
Financial
Consolidation
Common Solution Platform
Compliance
New
Public Sector
Budgeting
Budgeting for
Healthcare
Sales & Operations
Planning
EPM + Analytics -- Tailored for Micro Verticals
Project
Costing Ledger
Industry Analytics
Mfg, HC, PS,
Hospitality
Healthcare
True Cost
New New
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16 Copyright ©2014 Infor. All rights reserved.
16
Budgeting & Planning
16
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17 Copyright ©2014 Infor. All rights reserved.
Budgeting & Planning
Prebuilt Business
Logic
Configuration vs.
Customization
Extendable with Subplans
Integrated with existing
modules
Web configuration
BI Dashboards
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Financial core
Balance sheet Profit & loss
Sales planning
(Sales, costs, cash, production)
Optional usage of “intercompany”, “schedules”, and additional segments
Optional cost center usage on account level
Financial focus
Commenting
Immediate
writeback and
aggregation
Advanced data
spreading
functionality
Currency
conversion
Standard concept
for sub-plan
extensions
Workflow,…
….and extendable
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Integrated platform
Consolidation Centrally manage structures
and load and export data
Direct
connections
Budgeting
and planning Planning relevant business
modeling based on structures
imported from consolidation
Workforce
budgeting Load business modeling setup
from budgeting and planning
and load back sub-plan data to
financial core
ION based
Detailed Subplan Detailed time periods, cost
breakdown, industry specific
Detailed Subplan Detailed time periods, cost
breakdown, industry specific
… and extendable
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Business user driven “configuration” = Business Modeling
Business
Modeling
Planning Cycle
Business Modeling:
The user provides his specific business
definitions within the scope of the application
in a guided, web-based modeling workflow.
Planning cycle:
A planning cycle reflects on specific
planning phase (e.g. yearly a multi-year plan)
of an organization and represents the
combination of all business modeling
information.
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Budgeting & Planning
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Budgeting & Planning Home
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Detail by segment
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Driver based cost allocations
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Workforce budgeting detail
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Cash flow
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Share, publish, collaborate with Ming.le
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28 Copyright ©2014 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.
Financial Consolidation
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Financial Consolidation • Close your books quickly, confidently and globally
• Automate the consolidation process, including:
• Currency translation
• Inter-company eliminations
• Post-closing journal entries across multiple locations and legal entities
• Centralize the audit, controls
• Adhere to GAAP, IFRS, SOX
• Validated by External Auditors
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Consolidation methods, exchange and intercompany
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31 Copyright ©2014 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.
Strategy Management
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Strategy Management • Representation of organization’s strategic plan or mission
• Goals and objectives
• Tactics to achieve those goals
• Assign responsibility for each goal/tactic
• Create and compare scenarios (target, best case…)
• Measure results – per responsible person/unit/time
• Link strategy to budget and planning.
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Strategy Management
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Detailed view of goals and tactics
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Making innovation
work for you
Roadmap 2014-2015
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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, 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.
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2014 - 2015 Themes
• Continue CPM enhancements
• Enhance underlying BI technology platform
• Expand d/EPM capabilities
• Budgeting & Planning
• Enhanced Consolidation capabilities
• Vertical industry d/EPM templates
• Multi-tenant Cloud offering for d/EPM platform
• Continued Functionality Updates
• Customer Requested Feature Enhancements
• Overall Product Quality and Stability
• Latest Platform Versions Support
This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole
discretion, with or without notice to you. This document is not a commitment to you in any way and you should not rely on this document or any of its content in making
any decision. Infor is not committing to develop or deliver anything described herein.
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FDC
1990
PM10
AUG 2007
CPM
10.3
AUG 2011 NOV 2012
MPC
Performance Management Product Timeline
1996
CPM
10.4.0
JUL 2013
CPM
10.4.1
CPM
10.4.2
d/EPM
10.6
2014
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39 Copyright ©2014 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 CPM
Roadmap Highlights
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CPM 10.4.2 – June 2014 • WFB- Action Group
• Custom calculation groups
• Show Name and Description
• Enable show a member's name and description concatenated together in a single field
• Smart total calc
• Don’t total statistical accounts, average instead
• Workforce Action Group Management
• Allowing the administrator to manage & group workforce views as well as create new custom views
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CPM 10.4.2 – June 2014 - Continued • Show Journal ID in list
• UI rework
• Editable calcs
• Allow calcs to be changed, rather than rebuilt. Will save on implementation times
• WFB - Lawson HR integration
• Certify integration with Lawson HR.
• Improve Account import
• Improvements for integrations that allow formulas, etc. to be preserved.
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CPM 10.4.3 – March 2015
• WFB Updates
• Decouple version from position definitions & step & grade
• View Manager writeback options
• Enable the View Manager writeback options, esp. all leaves
• AppStudio report with Drill-thru
• Deliver sample report
• Formatted text
• Provide more complete and formatted text for reporting, budgeting, etc
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Future CPM Releases • Application – Workforce Budgeting
• Ability to set spread methods in action and position assignments
• Option to disable changes of default string attribute values in position assignment
• Action definitions with effective dates Reporting & Analysis
• Improved text formatting for better reporting
• Process & Performance Improvements
• Option to only copy data for leaf members under a selected consolidation member
• Consolidation performance improvement for restricted users
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EPM Office Integration • Go directly from CPM to final Word / PowerPoint reports/charts
CPM
Word
PowerPoint
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EPM Dialog
Select Table / Chart
Select Report
Show Data
MS Word with EPM Add-In
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Ability to preview the data
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Apply Word formatting
Report creates section / table in Word
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48 Copyright ©2014 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 d/EPM
Roadmap Highlights
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d/EPM Roadmap Summary
d/EPM
BI
• Basic and IFS Authentication
• Multiple Planning Scenarios
• Debit/Credit Display/Import
• Usability + Performance
Improvements
• Consolidation Improvements
d/EPM Finance Core
BI Platform
• Auditing Improvements
• Exasol Driver
• Dashboards for iPhone
• New: Capital Planning • Ad-hoc Data Entry
• Generic Cash Flow
Module for Budgeting
• Usability + Improvements
• Financial Consolidation
Updates
Jul. ’14 10.5.1 Dec. ’14 10.6
Sep. ’15 11.0 Dec. ‘15 Mar. ’15 10.7
• Visualization Plug-In
• Header/Footer Area
• New Native Q&A Mobile App (for Motion Dashboards)
• New: Business Modeling Integrated Budgeting for Finance,
Healthcare and Public Sector
• Budgeting and Consolidation
Improvements
• Multi-Tenant Cloud Budgeting &
Consolidation
• Slice Object (cross-join report object)
• New visualization Plug-Ins (HTML
Editor,…)
• Document Attachments
• Android read only
• Attribute Hierarchies
• Finance Core Improvements
• Enhanced Business Modeling
• Predictive Planning
• Cross Industry Capital Planning
• Embedded Ming.le and ION Workflow
• Mutli-tenant Cloud
• FISMA + 508
• Relational Reporting
Improvements
• Distributed In-Memory Grid
• Android
This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole discretion, with or without notice to you. This document is not a commitment to
you in any way and you should not rely on this document or any of its content in making any decision. Infor is not committing to develop or deliver anything described herein.
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CPM & d/EPM – Final Thoughts
• CPM roadmap continues
• d/EPM is Maintenance upgrade for existing CPM customers
• Choose to upgrade anytime – or remain on CPM
• Contact you sales representative for details
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51 Copyright ©2014 Infor. All rights reserved.