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1Copyright © 2014. Infor. All Rights Reserved. www.infor.comCopyright © 2014. Infor. All Rights Reserved. www.infor.com 1

Infor Distribution SX.e Town Hall

October, 2016

http://www.infor.comCopyright

http://www.infor.com

2Copyright © 2014. Infor. All Rights Reserved. www.infor.com

Agenda

Live look at SX.e V11 User Experience

Digital Transformation

SX.e – what’s new and what’s coming

Business Benefits of Cloud

Demonstration of Rhythm

Demonstration of Infor Reporting

Q&ACall to Action



Digitial Transformation of Wholesale Distribution Kelly Squizzero - Director, Industry & Solution Strategy




Leverage technology to increase and improve the interactions with employees, customers and suppliers through personalized transactions in order to win, serve and retain customers

Demystifying Digital Strategy



Digital Transformation Employees

Competition

Suppliers

Customers

Technology

Customers• Expectations have changed• Higher Demands• Consumers of new

technology




Competition

Suppliers

Customers

Technology

• Consumers of new technology

• Want to be empowered• Expect to work as they live




Competition

Suppliers

Customers

Technology

• Range of technical capabilities

• Strengthen relationships• Share information • Control Costs




Competition

Suppliers

Customers

Technology

• etailers setting the bar• local competitors bypassing

you from tech perspective• Customers loyalty threatened




Competition

Suppliers

Customers

Technology

• Game Changing!• Data Science• Mobile Technology• Cloud enablement• Networking



Predictive AnalyticsBig Data

Cloud

Mobility

Search

Customer Experience

E-commerce

Internet of Things

Self Service

Social Business

Interoperability

Digital solutions for your consideration



Live Look at SX.e V11 User Experience Mike Mazzoni – Business ConsultantEric Ryerson – Sr. Director Development




Business Benefits of the CloudMike Altice – Infor CloudSuite Director




Did you know?

4,700+Customers globally

ISO, ITAR, HIPAAFully compliant

40+Applications in the cloud

10+Years experience

in the cloud

62 millionUsers

99.9%Average historical uptime



AWS Positioned as a Leader in the Gartner Magic Quadrant for Cloud Infrastructure as a Service, Worldwide*

AWS is positioned highest in execution and furthest in vision

within the Leaders Quadrant

*Gartner, Magic Quadrant for Cloud Infrastructure as a Service, Worldwide, Leong, Lydia, Petri, Gregor, Gill, Bob, Dorosh, Mike, August 32016This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from AWS : http://www.gartner.com/doc/reprints?id=1-2G2O5FC&ct=150519&st=sbGartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.


http://www.gartner.com/doc/reprints?id=1-2G2O5FC&ct=150519&st=sb


Cloud Customers Realize Cost Advantages

Annual TCO Savings

On-Premise Cloud

Tota

l Cos

t of O

wne

rshi

p

* Based on a sample medium to large institutions in North America (n=31) that engaged with Infor’s Value Engineering

Benefits of migrating to the cloud:• Infor handles all technical aspects

• Hardware / infrastructure included

• Improved capital allocation

• Scale solution to match needs

• Disaster recovery

• Best practice data security

• Reliability and performance



Why the cloud makes sense

$ Predictable, long-term TCO

Cost savings through elimination of maintenance, hardware, disaster recovery, O/S licenses, and upgrades

Ongoing upgrades and enhancements

Single point of accountability

Redirection of IT staff to mission critical business issues

Improved performance and availability backed by industry leading SLAs

Capitalize on Infor innovation

Optimized business processes



Infor Distribution SX.e/CSD RoadmapWhat’s new and what’s comingCatherine Henn - Director, Product Management



23Copyright © 2014. Infor. All Rights Reserved. www.infor.comThis information is subject to change at any time at the sole discretion of Infor and you should not rely on it for making any decisions.

Recent New Features (>150 improvements over last major releases) Industry Solutions

FEAT

UR

ES

Order EntryNo Cancel/No Return ItemOriginal Promise date3rd Party FreightPre-Invoice ExceptionsInquiry Invoicing ExceptionsOrder OriginOrder Origin – Stock OrderSpeed Entry Multi-LineSpeed Entry Single-LineProduct RestrictionsDelivery Document RangesInternational/Export Hold

AccountingAP Invoice Center-Auto Receive PO/DOBill PO/DO Add-ons to Tied OE/DOAP Inquiry – AP Aging BucketsBACS Payments - InternationalCustomer Setup – Extended InstructionsAR Ship To Improvements – Create DateAR Period Analysis – Ship To Totals

Warehouse ManagementModule added to Core Sx.eEntry Level warehouse management solutionAllows tracking quantity at Bin Location

PricingRegion PricingPrice Override Tolerance LimitsHighest PriceManual RebatesPricing & Rebate record creation performance enhancedShared RebatesRebate reconciliation pending enhancementsInvoice type included on rebate credit memosNew SA Pricing Science Report

Inventory ManagementAlternate Product PricePhysical Count ImprovementsIC – Harmonize Code/Country of OrginPO Exception Report EnhancementsUsage Based on Requested Ship Date

Value AddVA Entry Cut AllocationVA integrated w/CPQNegative VA order totals preventedVendor nonstock returns unit of measure

ProductHazardous Material itemsEnvironmental Handling FeeProduct creation from catalog recordsSurplus Stock Report enhancementsProduct and Vendor Product fields expandedTiers and Preferences usage and replenishmentCustomer reservation not replenished

MiscellaneousNotes-Required Note WarningNotes-Reorder Pages & DocumentsSupplier Link now Product Data ImportInventory Surplus – PO/RM or WT/RMKeyword search string size increasedExporting records from gridsValidation added for XML reserved characters

User Experience10x enabled with Ming.le & ION workflow10x Infor SoHo Styling WebUI SX.e Infor SoHo Styling CenPOS(MT& HTML5)Single Sign on (Active Directory Federation Services)Speed Order Entry

Micro VerticalsIndustrial, Electrical, Building Materials, Plumbing, HVAC, Pipe, Valves & Fittings, Fluid Power

CloudSuitesCSD

Infor BI/AnalyticsInfor Business Intelligence with Infor Distribution Business Analytics

IntegrationsInforce, ICB, Infor CRM, Supplier Exchange, Infor BI, Infor Reporting, Infor SCE/WMS, Infor CPQ, Infor Lawson Enterprise Financials, Interaction Advisor, TWL, StoreRoom, Taxware, Shipping Interface, CenPOS, Infor Ming.le, BillTrust, Unforms, MaxRecall, Unibar

New SolutionsProject Job Management, OrderPoint, Proof Of Delivery

Infor 10x Recent Highlights SX.e



SX.e 10.3.1 (Generally Available Dec 2015)

Overview Additional Details

FEAT

UR

ES

All Industries -KP/VA: Production availability view, Product revisions

Value Add- Costing & Pricing

Tracking DNB information

Display Last Cost Update with Last Price PaidFunctions migrated to WebUI: AP, AR, GL, IC, OE, PD, SAFunctionality added to CenPos integration: Using One Time Sale to receive on account, Modifying credit card token information, Deleting a credit card token, Using multiple merchant IDsSerial Control Processing

Country of Origin: code specifies the country where the product originated

ECO Fees Tracking & Reporting

Improvements to Core Functionality(AP, OE, PO, WT)

Consolidation of “Home” & “Inquiry” screens

Catalog record changes update StorefrontStoreroom migrated to WebUIFields added to grids to complete data setsPersonalization expanded in Sales Order EntryNote functionality added to PDVA Fabrication Assembly migrated to WebUIInfor Distribution BI contentAlternate Product Price CodeBACS Vendor ChecksNote ImprovementsProduct Data Import Tool (Supplier Link)Customer Product ReservationsHarmonized System (HS) Code: classification for commodity groupsEnhancements to regulated ShipmentsImprovements for identifying & processing Hazardous MaterialsAdded support for SX.e Product Restrictions real-time w/Infor Distribution Storefront

Infor Distribution SX.e Release Notes Version 10.0.0Infor Distribution SX.e Release Notes Version 10.0.1Infor Distribution SX.e Release Notes Version 10.1.0Infor Distribution SX.e Release Notes Version 10.1.1Infor Distribution SX.e Release Notes Version 10.2.0Infor Distribution SX.e Release Notes Version 10.2.1Infor Distribution SX.e Release Notes Version 10.3Infor Distribution SX.e Release Notes Version 10.3.1

Enhancement Request System

G E O French-Canadian(UI & Metadata/Reports/On-line help up to 10.1)

TEC

H &

C

LOU

D Infor Ming.leInfor Enterprise Search(Global Search)Searching with Special CharactersTwo table types added to prep for Infor’s Interaction Advisor integration and enabling Product Tiers and PreferencesMulti Language Description Search

USE

R E

XP Infor Soho StylingCenPOS (MT&HTML5)Infor Storeroom 10.0 (Migration to Xi Controls)Single Sign On (Active Directory Federation Service)Speed Order Entry

http://www.infor.com/product_summary/distribution/sxenterprise/

Current GA release highlights SX.e 10.3.1


http://www.infor.com/product_summary/distribution/sxenterprise/


Full disclaimerThis 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.



Roadmap Probability definitions• Priority requirement requiring further investigation

• Requirement defined, development resources not assigned

• Requirement defined, development resources assigned

• Requirement defined, development completed, awaiting Product Readiness & Launch

• Development is Generally Available (GA)

Done90%Explore 75%50%

Explore

50%

75%

90%

Done


27Copyright © 2014. Infor. All Rights Reserved. www.infor.comThis information is subject to change at any time at the sole discretion of Infor and you should not rely on it for making any decisions.

2016 2017 2017 April & Beyond

April - Dec Jan - April SX.e 11.x

FEAT

UR

ES

CloudSuite Distribution 10.xEDI

Shipping Interface

Integration to F9

CenPos

Infor Reporting: BV

SX.e V11.0SX.e UI – Migration to H&L Xi Controls

Customer Forecasting (Co-Dev)

TWL On-Line Manger WebUI

CloudSuite DistributionSX.e V11.0

TWL available in CSD

Infor Document Management: Document Storage

TWL RF Guns WebUI

Tax Interface

ServiceWarranty Module to WebUI

Cut Wire (Co-Dev)CenPos One-Device (Co-Dev)Security Improvements (Co-Dev)ERS RequestsInfor Distribution AnalyticsTendering Improvements

GEO

Spanish-Mexico UI & Metadata French-Canadian

• TWL

• SX.e On-Line Help

Spanish-Mexico

• TWL

• SX.e Reports

• Sx.e On-line Help

Local.ly UK

TEC

H &

CLO

UD

CloudSuite Distribution 10.3.1 (April 2016)

INTEGRATIONS SX.e On-Prem:Infor CRM 2-way

• Contacts/ShipTo/CustomersInfor ReportingOrderPoint(MVPP)

TECH STACK:Infor Tech Stack 12

INTEGRATIONS SX.e On-Prem:Infor Service ManagementInfor Pricing Science-DistributionProduction Scheduling (MVPP)PJM - JM

TECH STACK Light :SX.e 11.0

INTEGRATIONS SX.e On-PremInfor CRM 2-way

• Quote to OrderConsignmentStoreroom VendingPOD w/TWLPOD – Device Agnostic

INTEGRATIONS CloudSuite Distribution:Rhythm (Jan 2017)

INTEGRATIONS CloudSuite & On-Prem:Same integrations currently integrated with on-prem to CloudSuite DistributionIndustry Extensibility NeedsIndustry Mobility NeedsShowroomToolCribbEAM

USE

R E

XP HomePages More Ming.le/SX.e Home page Widgets Common NavigationXi theme handling

Done90%Explore 75%50%Probability guide:-Last Updated: September, 2016Infor SX.e Roadmap



Core CloudSuite

Micro-vertical Analytics

Implementation AcceleratorIndustry business processes

pre-configured database & solution

Infor CloudSuiteTM Distribution Distribution ERP

Infor Xi Tech Stack• Infor Ming.le• Homepages• IFS (SSO)• ION• ION API

* Available at a later date

EPAK (Content Only)

Infor Reporting• 11 operational Forms converted to XML

• Ad-Hoc Reporting

• Direct to ERP DB

• Business Vault

• Infor Document Management

• Xi Platform Mobile Apps• Infor BI *• Business Vault & DWD• GRID



COLLABORATION

INFOR MING.LESEARCH

SECURITY

INFORFEDERATION

SERVICES

PROCESS INTEGRATION

INFOR ION INFORION API

API GATEWAY

INFOR MING.LEHOMEPAGES

MASHUPSINFOR BI

INFOR SKYVAULT

INFORDOCUMENT

MGT.

DOCKER-BASED ELASTIC GRID

EXTENSIBILITY ANALYTICS DOCUMENTS

Infor Xi Platform

Infor’s Industry CloudSuite platform



• General Ledger• Accounts Payable• Invoices matched to receipt • Cash flow analysis• Accounts Receivable• AR lock box• Credit card processing• Financial statement production

Financial Management

• Kit Production • Build on demand kits• Pre-built kits • Work orders• Multi level BOM • Labor tracking• Work in process GL

Value Add Services

• Radio frequency • Lot/Serial • Shipping/Receiving• Auto put-away• Optimized picking • Cross docking• Damaged goods routing• Quality control quarantine• Pallet/carton/piece control • Multi-site / Warehouse transfers• Counter sales

• Price optimization • Contract pricing• Special group pricing• Rebates by customer, vendor,

price type or product lines• Vendor product/price data Import

tool

Pricing / Rebates

• Distributor Managed Inventory • Manage customers indirect

material and machine supplies• Issues & returns• Cycle counting• Receiving• Tool repair and regrind• Lot & serial processing• Inventory by bin location • Customer & distributor owned

inventory

Storeroom Management

• Multiple warehouses per company• Item cross reference• MSDS/Hazardous Materials• Serial/Lot Control • Demand tracking• Multiple forecasting methods• Seasonal Items• Multiple costing methods• Physical and cycle counts

Inventory Control

• Inside / Outside sales• Counter sales• Signature capture • Special orders• Flexible inventory allocation • Available to promise• Product restrictions• Cores management• Mobile proof of delivery • Advanced search

Sales Order Management

Warehouse Management

Infor Distribution SX.e

• Demand center• Color coded priorities• Warehouse transfers• Truckload planning• Non Stock / Special buys• Centralized purchasing• Overseas Trade• Vendor managed inventory

Sourcing / Procurement



Customer Voice



ERS: Enhancement Request System• Customer Portal: Your voice to enhance your Business Applications• Over 250 requests entered for SX.e in just 1 year• Requested reviewed for the following

• Core ERP• Contextual App/WebPart• Extensibility• Mobile Application

• Requests reviewed by a team of individuals• Product Management• Pre-Sales• Development• Channel Partners



Infor Reporting Demonstration Jeremiah Curtis – Systems Architect




Infor Rhythm for Commerce – B2B Steve Knudsen – Business Consultant




Full disclaimerThis 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.



Rhythm

End-usersB2B/B2C

Your ERPs

DistributionManufacturing

FashionWinter 2016

Best in Class / Best of Breed Applications

HealthcareSlated 2019

Full Back Office Integration

Customized ExperiencePersonalized/Relevant

Content per User

CivicsWinter 2016

RetailAvailable Now

HospitalitySlated 2019



Product Information Management

Shopping Cart & Orders

Configured Products - CPQ Integration

Search· Parametric Navigation · Keyword Search

Recommendation Engine

Flexible Web Portal

Digital Asset Management

Content Management System

Full Integration ERP

Agency Design Services



Infor Rhythm DifferentiatorsContent Management, PIM, responsive design

• Flexible content portal allows marketing team to update site without code changes or technical skills. Widgets, Promos, Page layouts, site look and feel

• Optional bundled Hook and Loop design agency hours to apply site branding, theme, and styles

• Embedded PIM solution provides capability to enrich product data integrated from the ERP with images, attributes, and videos and easily publish to commerce site

• Integrated with SXe

• Designed to support B2B ordering and pricing through configuration and role-based permissions within a modern and responsive B2C-like environment



Infor Rhythm DifferentiatorsIntegration to the ERP• Tight ERP Integration to provide a single view of available-to-promise inventory, customer pricing,

orders and invoices• Multi-tenant cloud solution reduces total cost of ownership and provides frequent access to new features

and enhancements• An advanced recommendation engine based on several years of algorithm and best practices

development

• Recommendations start from day one and increases sales and gives the end user a personal experience

• Integrated so it starts recommending from the correct assortment to the correct segment from day one

• Preconfigured, integrated, proven

• Strong roadmap for adding Distribution functionality



Infor Rhythm for Commerce – B2BDemonstration




Call to Action




Call to Action

Visit infor.com for more information about CloudSuite Distributionhttp://www.infor.com/cloud/cloudsuite-distribution/

Review SX.e Release Noteshttps://www.inforxtreme.com/esknowbase/root/DLPublic/47080/SXe10.3.1.0-2_Release_Notes.pdf

Review MDM Survey Report: Digital Strategy in Distribution http://go.infor.com/erp-mdm-digital-strategy-distribution/

Contact your Account Manager or PartnerDon’t know who that is? email [email protected]


http://www.infor.com/cloud/cloudsuite-distribution/

https://www.inforxtreme.com/esknowbase/root/DLPublic/47080/SXe10.3.1.0-2_Release_Notes.pdf

http://go.infor.com/erp-mdm-digital-strategy-distribution/

mailto:[email protected]


Infor and TUG: Partners for your successLearn more at TheUserGroup.org



Contact Information Kelly Squizzero

Industry & Solution [email protected]

Mike AlticeInfor CloudSuite Distribution

[email protected]

Jeremiah CurtisSystems Architect

[email protected]

Catherine HennProduct Management

[email protected]

Mike MazzoniBusiness Consulting

[email protected]

Eric Ryerson Development

[email protected]

Steve KnudsenBusiness Consulting

[email protected]







