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2 Infor In-Person: Infor LN Roadshow 2

3 Thank you to our sponsors 3

4 Infor In-Person: Infor LN Roadshow John Robson ACA, Business Consultant, Infor EMEA 4

5 Infor Enterprise Performance Management ( EPM ) 5

6 Infor EPM Presentation Objective For you to discover how to improve the quality and speed of your planning, budgeting, and reporting. 6

7 Infor EPM Scope Traditional CPM Applications - e.g. Financial Budgeting & Statutory Consolidation ION Business Intelligence (BI) Ad Hoc Analysis, Operational Planning BI ION Dashboards and Analytics Pre defined content over all ERPs Mobile e.g. Ipad to deliver CPM, BI, Dashboards and Analytics 7

8 Performance Management needs many different tools and techniques 8 8

9 Infor EPM: One integrated solution Consolidation Forecasting Planning & Budgeting Strategy Management Reporting Dashboards & Analysis ETL & Data integration 9

10 EPM Financial Applications 10

11 Infor EPM Strategic Planning Strategic Planning Cycle Develop strategic plans Link strategies to operational plans Measure and monitor strategic initiatives by sponsor, business unit and other ways Supports multiple methodologies: Six Sigma, Economic Value Added (EVA), Balanced Scorecard, Hoshin & others "All too often we see companies budgeting back-to-front deciding what activities they can afford to do against the budget. Instead we have taken our corporate strategy and developed clearly defined operational plans and individual targets. We then set the budget to finance these activities. As a result we have an effective collaborative budgeting process which resources the plans that meet our strategic goal. - Callie Masson, CFO, Professional Provident Society 11

12 Infor EPM Financial Planning Planning Cycle 12 Driver based business modeling Set high level business targets What if scenario planning Approval processes Currency modeling Allocation rules We needed a planning tool to create individual financial store plans with online contributions from our field-based Operations teams. We are able to quickly update plans as business needs change and model multiple scenarios to achieve key strategies. Infor FPM allows fast and easy scenario modeling which will save us considerable amounts of time. - Paul Brannan, Planning Manager KFC Great Britain 12

13 Infor EPM Budgeting & Forecasting 13 Zero based, historical, rolling and other planning processes Collection, tracking & approval process Employee, assets, ad-hoc detail budgets and forecasts Trend analysis and predictions Scenario planning and version tracking Currency translations As soon as the budget system is closed for input, we produce an actionable P&L statement within hours. The critical bottom-line benefits for us resulting from using Infor FPM are improved financial accountability and enhanced business performance. Everyone from top management down is happy with the process and the results. - Marlena Ward, VP Financial Planning Dana-Farber 13

14 Infor EPM - Financial Consolidation Legal/statutory consolidation Multi-reporting & multi-entity consolidations (corporate/local GAAP, IFRS, etc.) Ownership/ Inter-company eliminations XBRL reporting Audit reports and controls Currency translation gains/losses Loading, workflow and approval process The consolidation process takes much less time and effort and provides tremendous help to users everywhere to get financial data in a timely way." - Larry Johnson, Senior Finance Director for Global Operations & Reporting - World Vision 14

15 Infor EPM (Interactive) Financial Reporting 15

16 Infor EPM Analysis Multi-reporting capabilities - management, legal entity, business segments, tax & other reporting Financial & operational reports, KPIs, scorecards, dashboards & other information End-user ad-hoc analysis Present information in multiple formats (web, Excel, PDF, etc.) On-demand reporting gives our department managers the information they need to make the right decisions. Now they can see when to make course corrections before small problems turn into big ones. - Cathy Kellers, Assistant Controller, Foxwoods Resort & Casino 16 16

17 Infor EPM Dashboards Deliver information whenever and wherever it s needed Provide an intuitive environment for nontechnical users Get access to multiple data sources Maintain security and control with user access rights Lower operating costs with minimal maintenance 17

18 Infor EPM Excel Integration Power Users/Analysts work in a familiar Excel environment Excel as browser NOT a database Multiple data sources Quick and easy analysis from the ad hoc browser Able to create highly formatted reports easily Report catalogues held in database not XLS Suitable for both financial analysts and IT experts 18

19 ION BI Components and Applications 19

20 Infor PM OLAP Browse data from any angle and level of detail Get fast access to large volumes of summarized data 64bit OLAP engine Multi-cube Architecture End user business rules for calculations e.g. KPI s Get a single version of the truth through central database Designed for business users Copyright 2011 Infor. All rights reserved

21 Infor PM Application Studio Deliver information whenever and wherever it s needed Provide an intuitive environment for nontechnical users Relational drill through Get access to multiple data sources Maintain security and control with user access rights Lower operating costs with minimal maintenance Multi-lingual capability Sort, Rank and Filter Copyright 2011 Infor. All rights reserved

22 Infor OfficePLUS Excel Integration Power Users/Analysts work in a familiar Excel environment XBRL Support Excel as browser NOT a database Multiple data sources Quick and easy analysis from the ad hoc browser Able to create highly formatted reports easily Report catalogues held in database not XLS Suitable for both financial analysts and IT experts 22

23 Integration Infor ION Event Management order order Integration ION Workflow order INFOR APP order Reporting / BI 23

24 Detailed process flow and integration options for Infor ION Business Analytics Certified Infor Application Uncertified Infor or 3 rd party Application BOD 3rd party BOD connector ION BOD Raw Data Store Business Vault Shredder xls 96 Relational Schema SQL Views Star Schema Import Master Model OLAP Server Business Analytics Application Studio Infor Reporting Any Application ETL 24

25 Infor EPM Import Master Extract, Transform and Load Business Modelling Automatically build dimensions and cubes Scheduling Incremental update Meta-data synchronisation Maintainable by power users 25 25

26 Infor PM 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 Centralise the audit, controls, and information access points Adhere to IFRS, OFR, Sarbanes-Oxley, FASB, Basel II, GAAP 26 26

27 Infor ION BI (Financial and Operational) Planning Allocate resources to achieve strategic goals Manage the budgeting process with collection, tracking and process workflow Monitor company-wide budget submissions and approvals Submit and retrieve data from anywhere at anytime 27 27

28 Infor ION BI (Financial and Operational) Planning Understand how change affects your business Make better decisions through what if comparisons Create useful, realistic financial and operational plans Top-down and driver-based planning models Increase predictability and reduce risk Identify problems quickly and drill into detail to make adjustments 28 28

29 Infor ION Business Analytics Manufacturing Foundation Predefined content for business areas and roles Sales Finance Production Integration with Workspace, ION and Business Vault using BODs Powered by Infor ION BI platform Dashboards, reports and graphics provisioned in Application Studio OLAP Server provisioning analytical cubes Based on knowledge of Lawson M3 and S3 BI solutions and domain experts from ERP, ICS and BI 29

30 Infor EPM Dashboards and Reporting Deliver information whenever and wherever it s needed Provide an intuitive environment for nontechnical users Get access to multiple data sources Maintain security and control with user access rights Lower operating costs with minimal maintenance 30

31 Infor Mobile 31

32 BI Motion Dashboards 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. 32

33 Creating dashboards super easy Drag reports from a connected source to the dashboard. Arrange the widgets. move them resize them push others away swap positions use hotspots for tiling and filling Save the dashboard. Open and organize your dashboards. 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. 33

34 Creating dashboards super easy Drag reports from a connected source to the dashboard. Arrange the widgets. move them resize them push others away swap positions use hotspots for tiling and filling Save the dashboard. Open and organize your dashboards. 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. 34

35 Creating dashboards super easy Drag reports from a connected source to the dashboard. Arrange the widgets. move them resize them push others away swap positions use hotspots for tiling and filling Save the dashboard. Open and organize your dashboards. 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. 35

36 Creating dashboards super easy Drag reports from a connected source to the dashboard. Arrange the widgets. move them resize them push others away swap positions use hotspots for tiling and filling Save the dashboard. Open and organize your dashboards. 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. 36

37 Creating dashboards super easy Drag reports from a connected source to the dashboard. Arrange the widgets. move them resize them push others away swap positions use hotspots for tiling and filling Save the dashboard. Open and organize your dashboards. 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. 37

38 Creating dashboards super easy Drag reports from a connected source to the dashboard. Arrange the widgets. move them resize them push others away swap positions use hotspots for tiling and filling Save the dashboard. Open and organize your dashboards. 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. 38

39 Widget communication automatically We detect shared report parameters and link them. The whole dashboard becomes interactive: Changing a parameter in one widget updates the linked widgets sharing a parameter. Users can turn the widget communication on or off. 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. 39

40 Widget communication - automatically We detect shared report parameters and link them. The whole dashboard becomes interactive: Changing a parameter in one widget updates the linked widgets sharing a parameter. Users can turn the widget communication on or off. 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. 40

41 Cross-platform more than just mobile Web app and ipad app offer the same functionalities. Everything is stored on the server. The same dashboard can be viewed and edited on both devices. 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. 41

42 Content sources customizable Pre-built for Application Studio WebServices. Content connections can be easily maintained by Web admins. The WebView widget allows mixing in almost any content. 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. 42

43 Content sources customizable Pre-built for Application Studio WebServices. Content connections can be easily maintained by Web admins. The WebView widget allows mixing in almost any content. 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. 43

44 Content sources customizable Pre-built for Application Studio WebServices. Content connections can be easily maintained by Web admins. The WebView widget allows mixing in almost any content. 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. 44

45 Content sources customizable Pre-built for Application Studio WebServices. Content connections can be easily maintained by Web admins. The WebView widget allows adding almost any content. and an open plug-in system will let us add any kind of source and integrate everything in one dashboard (next release). 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. 45

46 Map Charts Columns with tooltips 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. 46

47 Configuration of Map Charts 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. 47

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