template v.35, july 11, 2008 copyright © 2008 infor. all rights reserved. . infor event manager...

Copyright © 2008 Infor. All rights reserved. www.infor.com.

Infor Event Manager

Graham Emmel – Business Solutions Consultant

2 Copyright © 2008 Infor. All rights reserved. www.infor.com.

Agenda

Business and Operational Challenges What is an Event Management application? Infor Event Management – Business Process Customer / Solution examples Q & A


Integration requirements with multiple disparate systems and trading partners

Order fulfillment problems caused by late arrivals of inbound goods Manufacturing delays caused by missing shipments Improve visibility of stock levels across the enterprise to improve

planning Streamline business operation to satisfy customer service level

agreements More demanding customer base requires more real-time information

Some of today’s Operational challenges


What is Infor Event Management?

Description


What is the Event Management Application?

A system that enables Manage by Exception Determines Events from Exceptions Evolution of Reporting Automation of Manual tasks of Managing business activity The ‘Extra set of Eyes’ Analyst’s Names: EM, Visibility, BPM, Alerting


Where is Infor’s Event Management targeted?

Event Management is a Process Management Technique…Manage by Exception, SPC (Statistical Process Control), not just

alerting Central definition of your ‘Business Rules’ or ‘Controls’

….What is an outlier, an exception, outside my SLA (Service Level Agreement)

Definition of the Acceptable Response to the Exception….who needs to do what, by when

Visibility to all Open Issues or Opportunities activity….what (and who) are we doing about this problem

Learning and refining of your Process Execution….where is my process consistently out of control


Infor Event Management vs. Workflow

Procedures

Applications

Data

Infor Workflow Authority Sequence Limits

Infor Event Management Test Monitor Notify

Manual transactions: accidental, malicious, fraudulent

Documented, with audit

trails

Inconsistencies, legacy data missing values…

Det

ectiv

e

Pre

vent

ativ

e


What Can Infor’s EM Do for Your Organization

1. Improving the efficiency of Process Managers

2. Extending the life/ functionality of older applications

3. Filling the gaps in existing applications functionality

4. Creating a central control system

5. Replacing the reporting conundrum

6. Controlling data quality across systems

7. Enabling Processes where reporting is failing

Change the way you manage specific business processes


What Is The Event Management Application?


Infor Event Management


Finance Examples

Invoice Not Paid by Terms Invoice Discounts Approaching

Terms Invoice/PO Adjustments Above

Threshold Dollar Value or Percentage

New Vendor Vendor not approved 1099 Information / Tax ID

New Customer Notify Sales, etc.

Duplicate Order / Invoice

Credit Holds CC Expiration Date Expiring DSO

Notifications at 30/60/90 day intervals Credit Line Limit Approaching by

percentage Prior Period Journal Post Budget / Actual variances outside of

tolerance Tolerance is user defined

Purchase Requisition Need Date Approaching

Vendor Performance Rating


Monitors and Alerts – Manufacturing

Supplier and Vendor Collaboration Order Shipped Late Order Arrived Late Last X Orders Arrived Ontime Last X Orders Shipped Ontime Order Status Changed

Manufacturing Raw Material Below Safety Stock Inventory Approaching Expiration Change Order Notifcation Large Scrap Transaction Manufacturing Time Longer than

Expected\Planned

Manufacturing (Cont) Order Promise Date Approaching Un-Cancelled MRP Request Mat’l Not Staged within X hours of Prod.

Order Start Order Lead Time Less than Standard


Monitors and Alerts – Distribution

Receiving Purchase Order Approaching Due

Date Past Due Purchase Orders ASN / Receipts Approaching Due

Date Past Due ASN / Receipts Carrier Issue – (reliability /

performance of carrier) Vendor Late

Putaway Product Requiring Putaway Delayed Putaway – (product not

putaway within ‘X’ amount of time)

Picking Outbound Order Not Picked –

(order not picked with ‘X’ time before expected ship date)

Shipping Outbound Order Not Allocated /

Processed Outbound Loading Approaching

Departure Date Outbound Order Not Shipped by

Expected Date Outbound Order Late Delivery

Inventory Management / Replenishment Product Reorder Alert Product On Hold for Excess Time

Period Monitor Inventory Adjustments


Overview

Infor Event Management Business Process


EM Adapter Overview

Two Types of out of the box adapters

Relational Database Adapter

Allows data access to any ODBC-compliant data source

Real-Time Adapter Enables subscription to messages from an information bus or EAI platform


EM Relational Database Adapter

DataWarehouse

ERP

Any ODBCCompliant

Source

The Database adapter easily connects to any ODBC-compliant database using ODBC connections and SQL select statements.

Detect


EM Real-Time Adapter

The Real-Time adapter subscribes to messages from information bus and EAI sources through straight-forward XML metadata mapping.

IBM MQ Series

MSMQ

Tibco RV

BizTalk

BEA E-Link

Vitria

Sonic MQ

SAP IDOC

SAP BAPI/RFC

Detect


The exception desk provides a very informative and intuitive workplace. Views can be created to categorize exceptions, and color

palettes are personal.

Exception Desk Offers Persistent Tracking Track


View Details of the Exception

Full details of the exception and reason for its creation are available in one view.

Track


Personalized Visibility Through Filters

Using personalized filters, users can quickly move between different views of exception data.

Track


A major benefit is the ability for business users to subscribe to their own exceptions. This is an easy and intuitive process

that requires no programming.

Powerful Triggering Capabilities Detect


Events / Object Occurs Does not occur Counts Impending Occurrence Paired Events (Duration) Attribute Comparison

Metrics / Attributes Compare to Fixed Threshold Compare to another Variable

Boolean Logic If X then Y, else Z or If A then B,

else C

Examples Cancellation / De-commit / Hold Shipment / Receipt / Off of hold Issues By Product / Customer / Operation Impending Receipt / Maintenance/ Task Order to shipment / On Hold to Off Hold Ship Qty vs Order Qty / Price vs Quote

Metric Examples Yield / Return Levels /Profit Margin Revenue vs Plan / Forecast

Boolean Example Order greater than $X and priority higher

than Y is unallocated and inventory available else where...

Key Differentiator: Detection Triggers Detect


When an alert is triggered, EM can notify you via e-mail, phone, fax or handheld device in real-time. Notifications can be role-based,

content-based, based on action/non-action or embedded escalation.

NotificationReal-time, Multi-Channel Notification


Examine History of Escalations

Escalation rules can be defined to reflect the criticality of the exception, with automatic notification. Escalations are

tracked and an audit is retained.

Track


Participate in Collaborative Exception Resolution

Initiate and keep track of the collaborative interactions that take place during exception

resolution.

Collaborate


Use Collaboration Forms to Exchange Information and Close the Loop by Updating Source System Data

Collaborative forms can be customized to request relevant information.

Users can initiate transaction calls to other systems directly from Infor Event

Management. For example, a user can update an order, initiate a cross-plant transfer or

release an order from hold directly from their web browser.


Analyze Trends and Root Causes Using Built-in Analytics

“Prevention is better than cure” and the in-built analytics are valuable tools to aid problem identification and resolution. Choose from a variety

of data representation including bar charts and trend-lines.

Learn


Drill Down to Reveal Underlying Causes

Naturally, the analytics view supports drill down for root-cause identification.

Learn


Business Challenge Order fulfillment accuracy Short orders Customer service level

Solution Infor Event Management

Results Increased order fulfillment accuracy Reduced number of short orders Enhanced customer services via proactive customer

communication

Del Monte Risk Management

Profile

Supply Chain Risk Management

“The implementation was surprisingly fast… just four days from the time the Infor team came on site to when we had an operational system we could use.”

“The implementation was surprisingly fast… just four days from the time the Infor team came on site to when we had an operational system we could use.”

Andy WojeWodkaBusiness Systems and Decision Support

Del Monte Foods

$3.4 billionOne of the largest premium

quality food manufacturer


Polo Ralph Lauren Risk Management

Profile

Financial Controls and SOX Compliance

$6.0 billionGlobal provider of premium

lifestyle products

Business Challenge Days sales outstanding Pricing and discount discrepancies Missing/Obsolete code and tax data Master data controls


Results Significantly reduced days sales outstanding Reduced number of manual discount overrides Better data management of obsolete information Better control of master data changes Achieved better financial controls and SOX

compliance via continuous controls monitoring


Pfizer Risk Management

Profile

Global Visibility of Inventory Issues and Resolution

$125 billionOne of the largest global

pharmaceutical company

Business Challenge Non real time information for Inventory, stock outs and

short supply for premium products Delays in root cause analysis for inventory problems Manual exception reporting methods using

spreadsheets on a weekly basis


Results Timeliness of inventory issues Substantially less support time to resolve inventory

problems Faster react time Global visibility of issues and resolution

Consumer Health

Pharma

Animal Health


2. RESOLVE• Collaboration

• Automated Escalation

• Centralized Tracking

Infor Event Management: Process

1. DETECT• Flexible Exception Detection

• Real-Time Notification

3. MEASURE• Supply Chain Metrics

• Web-based Analysis & Trending

4. IMPROVE• Identify Recurring Problem Areas

• Continuous Process Improvement


What Makes Infor Event Management Different?

Adaptability to any system: Many systems have built-in alerts and notifications, but they often are restricted to their own content

Detect multi-system business discrepancies: We have the ability to look at multiple systems simultaneously and determine when things are going wrong based on information gleaned from both systems

Very powerful detection capabilities: Beyond anything anyone else has, we have the ability to execute extremely complex detection business logic, including such things as time phasing and metrics evaluations

Follow up on the “Alert”: We don’t just alert people, we make sure that the problem is solved and that we can measure what has happened to take future corrective action

Extremely small technical footprint and ultra-high efficiency: Ability to process HUGE volumes with minimal resources, we have customers monitoring MILLIONS of daily transactions on single event management servers

There are a lot of alerting and notification tools out there, why should our customer consider Infor Event Management over any others?

There are a lot of alerting and notification tools out there, why should our customer consider Infor Event Management over any others?


Questions?

template v.35, july 11, 2008 copyright © 2008 infor. all rights reserved. . infor event manager...

Documents

event management application

control slide

alerting slide

process management technique

business rules

agenda business

process execution

specific business processes