Join Infor Education for Infor TechEd in Amsterdam.

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1 March 2018 Join Infor Education for Infor TechEd in Amsterdam. Infor TechEd for Infor LN March 12 14, 2018 March 14 16, 2018 Discounted pricing available for registering for both events. 1

2 TABLE OF CONTENTS Infor TechEd for Infor LN 16 3 About Infor TechEd 17 Schedule 4 Schedule 18 Breakout sessions by day 5 Breakout sessions by day 19 What will be covered? 6 What will be covered? 19 Deep Dive Breakout session descriptions 6 Deep Dive Breakout session descriptions 32 Speed sessions 15 Infor LN recommended prerequisite courses 33 Infor OS recommended prerequisite courses 34 Pricing and hotel information 2

3 WHAT IS IT? Collaborative training and networking with Infor product experts and developers Infor TechEd is a 2.5 day technical education conference focused on helping Infor customers and partners get the most out of their enterprise software suite. It is a unique opportunity to gather with like-minded colleagues, hear the latest strategy updates and product announcements, experience hands-on training, and interact with a broad range of product experts. FEATURING: WHO SHOULD ATTEND? Infor TechEd is best suited for individuals in technical roles like system managers, system administrators and engineers, business and system analysts, Immersive Learning Attend a variety of deep-dive breakout sessions Product Experts Engage with Infor product development and management team members Open Lab Learn by doing, and get immediate feedback application architects, and application support managers and specialists. Keynotes Hear from key Infor product leaders Networking Build relationships and learn from peers Panels Discover product strategy and insight on what s to come You get to meet the people at Infor who are not only the thought leaders, but the daily lead practitioners for coding, implementation, and design it s fantastic! Michael Tromp, Application Analyst Elliot Health System 3

4 Infor LN March 12 14, 2018 SCHEDULE: INFOR TECHED FOR INFOR LN Day 1 MONDAY, MARCH 12 Day 2 TUESDAY, MARCH 13 Day 3 WEDNESDAY, MARCH 14 8:00AM 9:00AM Registration 9:00AM 10:00AM Welcome & Keynote 7:30AM 8:30AM Open Lab 8:30AM 10:00AM Keynote 7:30AM 8:30AM Open Lab 8:30AM 9:30AM Product Expert Panel Discussion 10:00AM 12:00PM Deep-dive Breakout #1 10:00AM 12:00PM Deep-dive Breakout #4 9:30AM 11:30AM Deep-dive Breakout #7 12:00PM 1:30PM Lunch & Open Lab 12:00PM 1:30PM Lunch & Open Lab 11:30AM 1:00PM Lunch & Open Lab 1:30PM 3:30PM Deep-dive Breakout #2 1:30PM 3:30PM Deep-dive Breakout #5 3:30PM 3:45PM Coffee Break & Networking 3:30PM 3:45PM Coffee Break & Networking 3:45PM 5:45PM Deep-dive Breakout #3 3:45PM 5:45PM Deep-dive Breakout #6 5:45PM 7:00PM Happy Hour & Open Lab 5:45PM 7:00PM Happy Hour & Open Lab 4 Infor TechEd for Infor LN

5 BREAKOUT SESSIONS BY DAY 10:00am 12:00pm LN Platform Architecture Foundation Bram Vijfhuizen, Luutsen de Jong User Productivity Foundation Repetition 1 Robbert Van Vliet, Ron Parren Extensibility methodology for LN cloud and on-premise solutions Repetition 1 Pieter Mulder, Jaap Doornenbal LN Master Data Management within the Industrial Machinery solution Tromp Alberts Enhanced Multi-site concept Foundation Repetition 1 Peter van Dam, Robert Nooder Business Performance Foundation Repetition 1 Adriaan Rijke, Johan Slagt, Adriana Maradiaga MAR 12 1:30pm 3:30pm System Administration Foundation Luutsen de Jong User Productivity Foundation Repetition 2 Robbert Van Vliet, Ron Parren Reporting using Infor Document Management and LN Repetition 1 Pieter Mulder, Jaap Doornenbal Make-to-order Manufacturing Process Tromp Alberts, Robert Nooder Infor Mobile Field Service solution Repetition 1 Gert-Jan Weerheim, Gerrit-Willem Slotman LN Business Analytics Repetition 1 Adriaan Rijke, Teun Jansen 3:45pm 5:45pm Concepts of Cloud Solutions Repetition 1 Bram Vijfhuizen, Peter Romeijn How to personalize your LN applications Repetition 1 Eelco Mulder Extensibility methodology for LN cloud and on-premise solutions Repetition 2 Pieter Mulder, Jaap Doornenbal Plan-to-Inventory Process Tromp Alberts, Robert Nooder Infor Mobile Field Service solution Repetition 2 Gert-Jan Weerheim, Gerrit-Willem Slotman Business Performance Foundation Repetition 2 Adriaan Rijke, Johan Slagt, Adriana Maradiaga 10:00am 12:00pm Concepts of Cloud Solutions Repetition 2 Bram Vijfhuizen, Peter Romeijn Managing LN Financials: Certifications, data privacy, and digitalized processes Repetition 1 Karel Slijkhuis, Coen Decnop Reporting using Infor Document Management and LN Repetition 2 Pieter Mulder, Jaap Doornenbal Order-to-Cash Process Tromp Alberts, Gian Franco Maggio Enhanced Multi-site concept in action Repetition 1 Peter van Dam, Robert Nooder LN Business Analytics Repetition 2 Adriaan Rijke, Teun Jansen MAR 13 1:30pm 3:30pm Integration Foundation Adriaan Rijke, Teun Jansen Managing LN Financials: Certifications, data privacy, and digitalized processes Repetition 2 Coen Decnop Building documents and reports with LN Report Designer Repetition 1 Pieter Mulder, Jaap Doornenbal Finance Plan-to-Report Process Tromp Alberts Enhanced Multi-site concept Foundation Repetition 2 Peter van Dam, Robert Nooder Manage EDI protocols in the networked enterprise Repetition 1 Axel Fluegge, Ron Parren 3:45pm 5:45pm Prepare and deliver an LN upgrade Repetition 1 Addie Lassche, Bram Vijfhuizen Governance, Risk, and Compliance: Model business processes Jan-Tinus Ziengs, Ron Parren Building documents and reports with LN Report Designer Repetition 2 Pieter Mulder, Jaap Doornenbal After Market Service capabilities Gerrit-Willem Slotman, Gert-Jan Weerheim Enhanced Multi-site concept in action Repetition 2 Peter van Dam, Robert Nooder Manage EDI protocols in the networked enterprise Repetition 2 Axel Fluegge MAR 14 9:30am 11:30am Prepare and deliver an LN upgrade Repetition 2 Addie Lassche, Bram Vijfhuizen How to personalize your LN applications Repetition 2 Eelco Mulder Customer case study: Create valuable correspondence with the LN Report Designer Pieter Mulder What s new in Industrial Machinery and Equipment Marco Hoogenraad, Ron Parren Customer case study: Create valuable extensions with the LN Extensibility methodology Jaap Doornenbal Technology Update User Productivity Extensibility Industrial Machinery Application Update Business Performance Hands-on Session Infor TechEd for Infor LN

6 WHAT WILL BE COVERED? Deep-dive breakout sessions will cover a variety of topics. Mix and match sessions from the different tracks, or (if possible), attend with colleagues and participate in sessions on different Breakout sessions by day tracks so your organization can cover more content. Tracks: Technology Update Industrial Machinery User Productivity Application Update Extensibility Business Performance DEEP-DIVE BREAKOUT SESSIONS TECHNOLOGY UPDATE Mar 12: 10:00AM - 12:00PM Mar 12: 1:30PM - 3:30PM Mar 12: 3:45PM - 5:45PM LN Platform Architecture Foundation Develop a deeper understanding of the LN platform architecture and how the cloud influences LN features and architecture. Discover the value of the LN platform architecture and its latest updates. We ll also look at the business value of Infor OS for on-premise and multi-tenant cloud-based solutions. This session is a recommended starting point for those wishing to attend sessions about extensibility, or to better understand the concepts of multitenant cloud solutions. Product Expert(s): Bram Vijfhuizen, Luutsen de Jong System Administration Foundation Explore the fundamentals of administering LN User Management and administering LN configuration data. We ll also discuss how to exchange configuration data between systems. Product Expert(s): Luutsen de Jong, Concepts of Cloud Solutions Repetition 1 This deep-dive session will provide you with a strong foundation of the concepts in cloud solutions. Learn about the architecture of cloud solutions and benefit of its always-on characteristics, as well as the added value of multitenancy. Product Expert(s): Bram Vijfhuizen, Peter Romeijn 6 Infor TechEd for Infor LN

7 Mar 14: 9:30AM - 11:30AM Mar 13: 3:45PM - 5:45PM Mar 13: 1:30PM - 3:30PM Mar 13: 10:00AM - 12:00PM Concepts of Cloud Solutions Repetition 2 This deep-dive session will provide you with a strong foundation of the concepts in cloud solutions. Learn about the architecture of cloud solutions and benefit of its always-on characteristics, as well as the added value of multitenancy. Product Expert(s): Bram Vijfhuizen, Peter Romeijn Integration Foundation Learn how to develop integrations between LN and other applications. We ll discuss options and benefits of building an application and APIs to integrate with LN, the LN architecture for APIs, and the requirements for building an application. Product Expert(s): Adriaan Rijke, Teun Jansen Prepare and deliver an LN upgrade Repetition 1 This overview session will provide you all the ins and outs of what is required to upgrade to the latest on-premise LN releases or their analogous Infor CloudSuite solutions. We ll discuss what is required to move forward with an upgrade, the systems that need to be upgraded, and Infor s structured upgrade methodology. We ll also discuss how to evaluate your current system to build a justification for the upgrade. Product Expert(s): Addie Lassche, Bram Vijfhuizen Prepare and deliver an LN upgrade Repetition 2 This overview session will provide you all the ins and outs of what is required to upgrade to the latest on-premise LN releases or their analogous Infor CloudSuite solutions. We ll discuss what is required to move forward with an upgrade, the systems that need to be upgraded, and Infor s structured upgrade methodology. We ll also discuss how to evaluate your current system to build a justification for the upgrade. Product Expert(s): Addie Lassche, Bram Vijfhuizen USER PRODUCTIVITY Mar 12: 10:00AM - 12:00PM User Productivity Foundation Repetition 1 This foundation session will focus on the Infor OS capabilities available in Infor LN, and the functionality to enhance user experience and improve productivity. Learn about the new navigation patterns that show data representation of how productivity can be improved using LN. We ll also dive deep into the business process and task-oriented Workbenches, the configuration of the Homepage and widgets, applications for mobile devices, and workflows and alerts. Product Expert(s): Robbert Van Vliet, Ron Parren 7 Infor TechEd for Infor LN

8 Mar 13: 3:45PM - 5:45PM Mar 13: 1:30PM - 3:30PM Mar 13: 10:00AM - 12:00PM Mar 12: 3:45PM - 5:45PM Mar 12: 1:30PM - 3:30PM User Productivity Foundation Repetition 2 This foundation session will focus on the Infor OS capabilities available in Infor LN, and the functionality to enhance user experience and improve productivity. Learn about the new navigation patterns that show data representation of how productivity can be improved using LN. We ll also dive deep into the business process and task-oriented Workbenches, the configuration of the Homepage and widgets, applications for mobile devices, and workflows and alerts. Product Expert(s): Robbert Van Vliet, Ron Parren How to personalize your LN applications Repetition 1 This session will give you deeper insight into the different personalization options available within the Infor LN user interface. We ll look the various possibilities for end-users and role-based or company-based settings. Product Expert(s): Eelco Mulder, Managing LN Financials: Certifications, data privacy, and digitalized processes Repetition 1 Learn about the latest in financial certifications. We ll discuss the real-world value of Infor Local.ly for LN, the General Data Protection Regulation (GDPR), and the new invoice scanning solution based on Infor OS. Product Expert(s): Karel Slijkhuis, Coen Decnop Managing LN Financials: Certifications, data privacy, and digitalized processes Repetition 2 Learn about the latest in financial certifications. We ll discuss the real-world value of Infor Local.lyO for LN, the General Data Protection Regulation (GDPR), and the new invoice scanning solution based on Infor OS. Product Expert(s): Karel Slijkhuis, Coen Decnop Governance, Risk, and Compliance: Model business processes Discover the functionality available in Infor LN to model your organization to conform with stated requirements and governance structure and regulations. Learn how to use Dynamic Enterprise Modeling (DEM) to model roles, processes, session permissions, and workflows. We ll also discuss how to use Application Management Services (AMS) for session authorizations and set up data authorization to model data access. Product Expert(s): Jan-Tinus Ziengs, Ron Parren 8 Infor TechEd for Infor LN

9 Mar 14: 9:30AM - 11:30AM How to personalize your LN applications Repetition 2 This session will give you deeper insight into the different personalization options available within the Infor LN user interface. We ll look the various possibilities for end-users and role-based or company-based settings. Product Expert(s): Eelco Mulder, EXTENSIBILITY Mar 13: 10:00AM - 12:00PM Mar 12: 3:45PM - 5:45PM Mar 12: 1:30PM - 3:30PM Mar 12: 10:00AM - 12:00PM Extensibility methodology for LN cloud and on-premise solutions Repetition 1 Discover the new Extensibility methodology for Infor LN solutions. Learn how to use modelers to enhance your existing LN business processes or develop new ones, to personalize and extend business logic or your data model with customer-defined fields, and what you can do with the latest features in LN Studio. Product Expert(s): Pieter Mulder, Jaap Doornenbal Reporting using Infor Document Management and LN Repetition 1 Learn how to create and distribute reports using Infor Document Management (IDM) and LN. Dive into report design, report output, and report distribution capabilities within IDM and LN. We ll also explore flexible reporting capabilities within the Infor LN application, how to create a custom layout, how to configure a report output, and how to distribute reports. Product Expert(s): Pieter Mulder. Jaap Doornenbal Extensibility methodology for LN cloud and on-premise solutions Repetition 2 Discover the new Extensibility methodology for Infor LN solutions. Learn how to use modelers to enhance your existing LN business processes or develop new ones, to personalize and extend business logic or your data model with customer-defined fields, and what you can do with the latest features in LN Studio. Product Expert(s): Pieter Mulder, Jaap Doornenbal Reporting using Infor Document Management and LN Repetition 2 Learn how to create and distribute reports using Infor Document Management (IDM) and LN. Dive into report design, report output, and report distribution capabilities within IDM and LN. We ll also explore flexible reporting capabilities within the Infor LN application, how to create a custom layout, how to configure a report output, and how to distribute reports. Product Expert(s): Pieter Mulder, Jaap Doornenbal 9 Infor TechEd for Infor LN

10 Mar 13: 1:30PM - 3:30PM Mar 13: 3:45PM - 5:45PM Mar 14: 9:30AM - 11:30AM Building documents and reports with LN Report Designer Repetition 1 In this session, we ll discuss how to build documents and reports with LN Report Designer. Dive into the design of documents and reports. We ll also look at the new LN Report Designer, how to modify existing designs, and how to model new designs. Product Expert(s): Pieter Mulder, Jaap Doornenbal Building documents and reports with LN Report Designer Repetition 2 In this session, we ll discuss how to build documents and reports with LN Report Designer. Dive into the design of documents and reports. We ll also look at the new LN Report Designer, how to modify existing designs, and how to model new designs. Product Expert(s): Pieter Mulder, Jaap Doornenbal Customer case study: Create valuable correspondence with the LN Report Designer Using a customer case study to frame the conversation, discover how the LN Report Designer and LN Document Output Management tools can be used to create valuable output for cloud and on-premise solutions. Explore the features of the LN Report Designer methodology and learn more about LN Document Output Management. Product Expert(s): Pieter Mulder, Hands-on Session Hands-on Session INDUSTRIAL MACHINERY Mar 12: 10:00AM - 12:00PM Mar 12: 1:30PM - 3:30PM LN Master Data Management within the Industrial Machinery solution This session will provide you with a deeper understanding of Master Data Management and item structures in LN. We ll discuss best practices for establishing the master data by creating a business partner and purchased item. We ll also cover item setup and maintenance, item structures, and how to calculate standard costs. Product Expert(s): Tromp Alberts, Make-to-order Manufacturing Process Gain a deeper understanding of the make-to-order manufacturing process. During this session, dive deep into topics such as a make-to-order overview, creating an opportunity, and price and discount books. Product Expert(s): Tromp Alberts, Robert Nooder 10 Infor TechEd for Infor LN

11 Mar 14: 9:30AM - 11:30AM Mar 13: 3:45PM - 5:45PM Mar 13: 1:30PM - 3:30PM Mar 13: 10:00AM - 12:00PM Mar 12: 3:45PM - 5:45PM Plan-to-Inventory Process Learn about the plan-to-inventory process at a much deeper level, with a focus on manufacturing. Discover how to build a plan to produce and replenish while considering the production and assembly aspects. Product Expert(s): Tromp Alberts, Robert Nooder Order-to-Cash Process This session dives deep into the order-to-cash processes in Infor LN, with detailed explanations of the concepts in order-to-cash business processes and the necessary steps to complete the primary activities. Explore how to use the Sales Order Fulfillment Workbench to check the status of a sales order process, and how to approve the orders. Plus, receive a detailed overview of sales order handling, and outbound deliveries processes and central invoicing. Product Expert(s): Tromp Alberts, Gian Franco Maggio Finance Plan-to-Report Process Explore the Finance plan-to-report processes. We ll walk through the financial plan-to-reporting processing in LN, including the general ledger and accounts receivable. You will also learn about how to maintain accounts payable (A/P), cash management, and reports. Product Expert(s): Tromp Alberts After Market Service capabilities Dive deep into the value of LN Service functionality and learn about resource management, after-sales service, and maintaining Sales Order Quotes. Product Expert(s): Gerrit-Willem Slotman, Gert-Jan Weerheim What s new in Industrial Machinery and Equipment Discover the latest features and functionalities in LN 10.6 for Industrial Machinery and Equipment (IM&E). This session will include a roundtable discussion, during which will look to our Infor customers to share feedback and explore open questions about the solution. Product Expert(s): Marco Hoogenraad, Ron Parren 11 Infor TechEd for Infor LN

12 APPLICATION UPDATE Mar 13: 1:30PM - 3:30PM Mar 13: 10:00AM - 12:00PM Mar 12: 3:45PM - 5:45PM Mar 12: 1:30PM - 3:30PM Mar 12: 10:00AM - 12:00PM Enhanced Multi-site concept Foundation Repetition 1 Learn about the new multi-site functionality that will be available with LN 10.6 releases and CloudSuites. Walk through topics such as multi-site concept in LN and what it looks like, item data by site and office, standard cost by enterprise unit, and intercompany trades. Product Expert(s): Peter van Dam, Robert Nooder Infor Mobile Field Service solution Repetition 1 Infor Mobile Field Service is a comprehensive solution that provides your field service personnel with full visibility into all the contextual information they need to do their jobs better and faster. In this session, we will dive deep into the functionality of the Mobile Field Service solution and go through a detailed product demonstration. Product Expert(s): Gert-Jan Weerheim, Gerrit-Willem Slotman Infor Mobile Field Service solution Repetition 2 Infor Mobile Field Service is a comprehensive solution that provides your field service personnel with full visibility into all the contextual information they need to do their jobs better and faster. In this session, we will dive deep into the functionality of the Mobile Field Service solution and go through a detailed product demonstration. Product Expert(s): Gert-Jan Weerheim, Gerrit-Willem Slotman Enhanced Multi-site concept in action Repetition 1 Building off the previous multi-site concept foundation session, we ll demonstrate the enhanced multi-site functionality available in LN 10.6 releases and CloudSuites. We ll look at a real-world case study of multi-site use for deeper understanding and context. Product Expert(s): Peter van Dam, Robert Nooder Enhanced Multi-site concept Foundation Repetition 2 Learn about the new multi-site functionality that will be available with LN 10.6 releases and CloudSuites. Walk through topics such as multi-site concept in LN and what it looks like, item data by site and office, standard cost by enterprise unit, and intercompany trades. Product Expert(s): Peter van Dam, Robert Nooder 12 Infor TechEd for Infor LN

13 Mar 13: 3:45PM - 5:45PM Mar 14: 9:30AM - 11:30AM Enhanced Multi-site concept in action Repetition 2 Building off the previous multi-site concept foundation session, we ll demonstrate the enhanced multi-site functionality available in LN 10.6 releases and CloudSuites. We ll look at a real-world case study of multi-site use for deeper understanding and context. Product Expert(s): Peter van Dam, Robert Nooder Customer case study: Create valuable extensions with the LN Extensibility methodology Based on a customer case study, learn about the LN Extensibility methodology and the tools that can be used to create valuable extensions for both cloud and on-premise solutions. Product Expert(s): Jaap Doornenbal BUSINESS PERFORMANCE Mar 12: 10:00AM - 12:00PM Mar 12: 1:30PM - 3:30PM Mar 12: 3:45PM - 5:45PM Business Performance Foundation Repetition 1 Explore how Business Intelligence brings added value to the LN solutions. Through a technical overview, discover how the new LN Analytics works together with the LN integration with Infor Data Lake. We ll also discuss how to design concepts and use LN tools to administer the environment. Product Expert(s): Adriaan Rijke, Johan Slagt, Adriana Maradiaga LN Business Analytics Repetition 1 Learn about LN Analytics and its differentiators; the new 10.6 solution contains the same functionality found in 10.5 with some exciting additions. Discover the benefits, including real-time analytics, values, and metrics. We ll also discuss the latest news regarding industry specifics of LN Analytics. Product Expert(s): Adriaan Rijke, Teun Jansen Business Performance Foundation Repetition 2 Explore how Business Intelligence brings added value to the LN solutions. Through a technical overview, discover how the new LN Analytics works together with the LN integration with Infor Data Lake. We ll also discuss how to design concepts and use LN tools to administer the environment. Product Expert(s): Adriaan Rijke, Johan Slagt, Adriana Maradiaga 13 Infor TechEd for Infor LN

14 Mar 13: 10:00AM - 12:00PM Mar 13: 1:30PM - 3:30PM Mar 13: 3:45PM - 5:45PM LN Business Analytics Repetition 2 Learn about LN Analytics and its differentiators; the new 10.6 solution contains the same functionality found in 10.5 with some exciting additions. Discover the benefits, including real-time analytics, values, and metrics. We ll also discuss the latest news regarding industry specifics of LN Analytics. Product Expert(s): Adriaan Rijke, Teun Jansen Manage EDI protocols in the networked enterprise Repetition 1 Dive deep into the LN EDI managed services solution. During this session, we ll walk through topics such as the overall Electronic Data Interchange (EDI) program, how to establish procedures and expectations, and how to establish a data transport method between partners. Gain a deeper understanding of how to ensure that the EDI transaction conforms to formatting rules, how to manage translation protocols, and how to validate data. Plus, learn about how to store incoming and outgoing EDI transactions, manage order acknowledgements to customers, and manage advance shipping notices for orders. Product Expert(s): Axel Fluegge, Ron Parren Manage EDI protocols in the networked enterprise Repetition 2 Dive deep into the LN EDI managed services solution. During this session, we ll walk through topics such as the overall Electronic Data Interchange (EDI) program, how to establish procedures and expectations, and how to establish a data transport method between partners. Gain a deeper understanding of how to ensure that the EDI transaction conforms to formatting rules, how to manage translation protocols, and how to validate data. Plus, learn about how to store incoming and outgoing EDI transactions, manage order acknowledgements to customers, and manage advance shipping notices for orders. Product Expert(s): Axel Fluegge 14 Infor TechEd for Infor LN

15 COURSES: Infor LN recommended prerequisite courses We recommend that attendees come to Infor TechEd with a certain level of preexisting knowledge. Below are some recommended learning resources to assist you in preparing for Infor TechEd. For the elearning courses, select the solution industry course that applies to your business. You can purchase these resources a la carte through Campus: Infor Campus USA Infor Campus Global COURSES: COURSE NAME TYPE COURSE LINKS CloudSuite Aerospace and Defense elearning Global USA CloudSuite Automotive: Solution Demos elearning Global USA CloudSuite Industrial Machinery: Solution Introduction elearning Global USA LN: Navigation and Session Personalization Self-directed Learning Global USA LN: v10.5 Foundation Self-directed Learning Global USA Contact EducationEMEA@infor.com for additional recommendations. 15 Infor TechEd for Infor LN

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17 Infor OS March 14 16, 2018 SCHEDULE: INFOR TECHED FOR INFOR OS Day 1 WEDNESDAY, MARCH 14 Day 2 THURSDAY, MARCH 15 Day 3 FRIDAY, MARCH 16 7:30AM 8:30AM Open Lab 7:30AM 8:30AM Open Lab 8:30AM 9:00AM Keynote 9:00AM 9:45AM Customer Panel Discussion 9:45PM 10:00AM Coffee Break & Networking 8:30AM 9:45AM Product Expert Panel Discussion 9:45PM 10:00AM Coffee Break & Networking 10:30AM 11:30AM Registration 11:30AM 12:30PM Welcome & Keynote 10:00AM 12:00PM Deep-dive Breakout #3 10:00AM 12:00PM Deep-dive Breakout #6 12:30PM 1:30PM Lunch 12:00PM 1:30PM Lunch & Open Lab 12:30PM 1:00PM Speed Sessions 12:00PM 1:00PM Lunch & Open Lab 1:30PM 3:30PM Deep-dive Breakout #1 3:30PM 3:45PM Coffee Break & Networking 3:45PM 5:45PM Deep-dive Breakout #2 1:30PM 3:30PM Deep-dive Breakout #4 3:30PM 3:45PM Coffee Break & Networking 3:45PM 5:45PM Deep-dive Breakout #5 1:00PM 3:00PM Deep-dive Breakout #7 3:00PM 3:15PM Coffee Break & Networking 3:15PM 4:15PM Deep-dive Breakout #8 5:45PM 7:00PM Happy Hour & Open Lab 6:00PM 6:30PM Speed Sessions 5:45PM 7:00PM Happy Hour & Open Lab 6:00PM 6:30PM Speed Sessions 17

18 BREAKOUT SESSIONS BY DAY MARCH 14 1:30pm 3:30pm 3:45pm 5:45pm Creating widgets for Infor Ming.le Homepages Torbjorn Karlsson, Frank Zhang Introducing Infor Chat with Coleman Rick Rider, Manjunath Ganimasty ION: Beyond the BODs Mike Kalinowski, Sarada Vempati Automating Business Processes with the latest ION Workflow Repetition 1 Keith Knuth, Vignesh Subramanian Infor Mongoose PaaS and App Builder: Building solutions quickly and easily Repetition 1 David Heffler, Lee Flaherty Infor Mongoose PaaS and mobile David Heffler, Lee Flaherty Using Infor OS end-to-end in real-world applications Repetition 1 Massimo Capoccia, Phil Knott Infor d/epm Platform: Extensibility and Infor OS integration Kristian Ujlaki, Dominik Lacic The Internet of Things (IoT): Networked intelligence for smart devices Kaushal Vyas, Predrag Angelovski Birst and Infor Data Lake Kaushal Vyas, Mike Kalinowski Infor Coleman: Digital Assistant Repetition 1 Rick Rider, Manjunath Ganimasty Infor Document Management: Capture and output Repetition 1 Heath Branum, Torbjorn Karlsson Best practices for deploying Infor OS on-premise (hands-on) Tom Graham, Giampaolo Spagoni, Jessica Melger ION for system administrators: Troubleshooting and maintenance (hands-on) Jessica Melger, Tom Graham, Giampaolo Spagoni 10:00am 12:00pm Creating custom applications with Infor App Builder David Heffler, Lee Flaherty Using exception monitoring to optimize business processes Sarada Vempati, Keith Knuth Using Infor OS end-to-end in real world applications Repetition 2 Massimo Capoccia, Phil Knott Advanced Security Features of Infor Federated Services (IFS) Manjunath Ganimasty, Marcio DeBarros How the Infor Data Lake ties it all together Mike Kalinowski, Kaushal Vyas Infor Coleman: The technology behind Infor AI Rick Rider, Predrag Angelovski Birst analytics: From data to dashboards in 5 minutes Karn Johal, Jessica Melger MARCH 15 1:30pm 3:30pm Infor Document Management: Capture and output Repetition 2 Heath Branum, Torbjorn Karlsson Hybrid integrations made easy Vignesh Subramanian, Sarada Vempati Infor Mongoose Development PaaS: Your extensibility engine David Heffler, Lee Flaherty Infor d/epm: Workbooks, decision packages, and cost allocations Kristian Ujlaki, Dominik Lacic Best practices for deploying Infor OS on-premise Tom Graham, Giampaolo Spagoni, Jessica Melger Using ION API Gateway with your APIs and ION Flows Repetition 1 Keith Knuth, Marcio DeBarros Infor Coleman: Digital Assistant Repetition 2 Rick Rider, Manjunath Ganimasty 3:45pm 5:45pm Creating Infor Ming.le Homepages Repetition 1 Frank Zhang, Giampaolo Spagoni, Jessica Melger Connecting your applications to Infor OS Keith Knuth, Vignesh Subramanian Infor Mongoose PaaS & App Builder: Building solutions quickly and easily Repetition 2 David Heffler, Lee Flaherty Understanding Security with Infor Federated Services (IFS) Manjunath Ganimasty, Marcio DeBarros Infor Local.ly: ERP localization in the cloud Ryan Bavery Infor Coleman: Machine learning Rick Rider, Predrag Angelovski ION: Beyond the BODs (hands-on) Mike Kalinowski, Sarada Vempati 10:00am 12:00pm Infor Mobile overview Marcio DeBarros, Phil Knott ION for system administrators: Troubleshooting and maintenance Tom Graham, Giampaolo Spagoni Infor Mongoose reporting engine David Heffler, Lee Flaherty Automating Business Processes with the latest ION Workflow Repetition 2 Keith Knuth, Vignesh Subramanian Infor Data Lake and Infor Data Catalogue Kaushal Vyas, Mike Kalinowski Infor Coleman: Natural language processing Rick Rider, Manjunath Ganimasty Creating widgets for Infor Ming.le Homepages Torbjorn Karlsson, Jessica Melger, Frank Zhang MARCH 16 1:00pm 3:00pm Getting started with Infor Document Management Heath Branum, Tom Graham Using ION API Gateway with your APIs and ION Flows Repetition 2 Keith Knuth, Marcio DeBarros Creating Infor Ming.le Homepages Repetition 2 Frank Zhang, Jessica Melger, Giampaolo Spagoni Infor d/epm: Plan and budget your workforce Kristian Ujlaki, Dominik Lacic Birst analytics: From data to dashboards in 5 minutes Karn Johal Using Infor OS end-to-end in real world applications Repetition 3 Massimo Capoccia, Phil Knott Creating custom applications with Infor App Builder David Heffler, Lee Flaherty 3:15pm 4:15pm Planning your Infor OS strategy for future optimization Massimo Capoccia, Heath Branum Planning your Infor OS strategy from an ipaas perspective Keith Knuth, Jessica Melger, Vignesh Subramanian Planning your Infor OS strategy from a PaaS perspective David Heffler, Lee Flaherty Planning your Infor OS strategy from a security perspective Manjunath Ganimasty, Marcio DeBarros Planning your Infor OS strategy from a data management perspective Kaushal Vyas, Mike Kalinowski Planning your Infor OS strategy from an AI perspective Rick Rider, Predrag Angelovski Artificial Intelligence Customer Cases Data Management ipaas PASS Security User Experience

19 WHAT WILL BE COVERED? Deep-dive breakout sessions will cover a variety of topics. Mix and match sessions from the different tracks, or (if possible), attend with colleagues and participate in sessions on different Breakout sessions by day tracks so your organization can cover more content. Tracks: Artificial Intelligence PaaS Customer Cases Security Data Management User Experience ipaas DEEP-DIVE BREAKOUT SESSIONS ARTIFICIAL INTELLIGENCE Mar 14: 1:30PM 3:30PM Mar 15: 10:00AM 12:00PM Mar 15: 1:30PM 3:30PM Infor Coleman: Digital Assistant Repetition 1 Be one of the first to dive deep into Infor Coleman Digital Assistant. Learn how Coleman can help automate your business, as we review the mechanism for accessing Coleman, examples of potential skills, product adoption, and the future of device enablement. Additionally, we ll explore how by using Infor Coleman, powered by Amazon Lex, you can create bots to quickly build ION API-based skills and how to automate tasks via simple connections to ION APIs. We ll also discuss ION API certification, best practice for voice-related skill creation, how to create and deploy new bots/skills, and the requirements for building intents and training your skills. Product Expert(s): Rick Rider, Manjunath Ganimasty Infor Coleman: The technology behind Infor AI Learn about the Infor AI technology at a deeper level. In the first half of this session, we ll discuss the future direction of Infor Coleman across all AI verticals, including the Infor Coleman Digital Assistant, machine learning and deep learning, and the Infor strategy for image recognition and analysis. We ll also look at the security analysis of the AI stack. In the second part of this session, we ll focus on how AI is ever-expanding and offering endless opportunities for Infor customers. We will discuss digital transformation opportunities with AI, and customer use cases that are helping to build the roadmap. We ll then conclude with an open forum to allow for discussion and feedback with customers Product Expert(s): Rick Rider, Predrag Angelovski Infor Coleman: Digital Assistant Repetition 2 Be one of the first to dive deep into Infor Coleman Digital Assistant. Learn how Coleman can help automate your business, as we review the mechanism for accessing Coleman, examples of potential skills, product adoption, and the future of device enablement. Additionally, we ll explore how by using Infor Coleman, powered by Amazon Lex, you can create bots to quickly build ION API-based skills and how to automate tasks via simple connections to ION APIs. We ll also discuss ION API certification, best practice for voice-related skill creation, how to create and deploy new bots/skills, and the requirements for building intents and training your skills. Product Expert(s): Rick Rider, Manjunath Ganimasty Hands-on Session 19

20 Mar 15: 3:45PM 5:45PM Mar 16: 10:00AM 12:00PM Mar 16: 3:15PM 4:15PM Infor Coleman: Machine learning In the first part of this session, we ll discuss how Infor Coleman provides a user-friendly modelling environment with automated AI deployment. We will look at some examples of use cases and review the timeframe for deployment. In the second part of this session, we ll examine the vision for Coleman and reveal how Infor is attacking the image recognition space by leveraging customer insight and key technologies. We ll also explore: Mobile strategy and use cases Product Expert(s): Rick Rider, Predrag Angelovski Infor Coleman: Natural language processing Using Amazon Comprehend, learn how Infor is developing integrations with several Infor OS components to maximize the capabilities and AI knowledgebase. In the first part of this session, we will discuss how documents will be analyzed for sentiment and unstructured learning, search will apply natural language processing (NLP) for a better search experience, and Infor Chat will utilize automatic speech recognition (ASR) and NLP to create structured knowledge for Coleman. In the second part of the session, we will explore how AI is quickly becoming the new strategy for mobility. We ll explore how Coleman can be utilized in the Infor Chat native application, where physical devices ultimately fit within the Infor AI strategy, and future applications of Coleman outside of web UI. Product Expert(s): Rick Rider, Manjunath Ganimasty Planning your Infor OS strategy from an AI perspective Infor OS continues to evolve with the latest technology available. This session is dedicated to equipping you with the knowledge you need to prepare your AI strategies for the future of: Infor Coleman Digital Assistant Infor Coleman Vision Infor Coleman Machine Learning Product Expert(s): Rick Rider, Predrag Angelovski Security application with Infor Federated Services (IFS) Connectivity with other Infor products CUSTOMER CASES Mar 14: 1:30PM 3:30PM Mar 15: 10:00AM 12:00PM Using Infor OS end-to-end in real world applications Repetition 1 Throughout this event you will hear and see details about the various components of Infor OS, helping you understand specific issues at a granular level. However, to truly understand the benefits Infor OS can bring to your business, it is important to understand and see the big picture. In this session, we will walk through some realworld challenges and how each component of Infor OS was utilized to collectively resolve those challenges. Product Expert(s): Massimo Capoccia, Phil Knott Using Infor OS end-to-end in real world applications Repetition 2 Throughout this event you will hear and see details about the various components of Infor OS, helping you understand specific issues at a granular level. However, to truly understand the benefits Infor OS can bring to your business, it is important to understand and see the big picture. In this session, we will walk through some realworld challenges and how each component of Infor OS was utilized to collectively resolve those challenges. Product Expert(s): Massimo Capoccia, Phil Knott 20

21 Mar 16: 1:00PM 3:00PM Using Infor OS end-to-end in real world applications Repetition 3 Throughout this event you will hear and see details about the various components of Infor OS, helping you understand specific issues at a granular level. However, to truly understand the benefits Infor OS can bring to your business, it is important to understand and see the big picture. In this session, we will walk through some realworld challenges and how each component of Infor OS was utilized to collectively resolve those challenges. Product Expert(s): Massimo Capoccia, Phil Knott DATA MANAGEMENT The Internet of Things (IoT): Networked intelligence for smart devices Mar 14: 1:30PM 3:30PM The Internet of Things (IoT) is about connected devices, data contextualization, and AI. Infor IoT aims to solve localized AI problems to make the next generation of IoT devices truly smart. In this session, we ll explore: The business value of IoT today How to use embedded intelligence for IoT How to take advantage of networked intelligence Machine learning and trend analysis How to integrate Infor apps Product Expert(s): Kaushal Vyas, Predrag Angelovski Mar 14: 1:30PM 3:30PM Mar 14: 3:45PM - 5:45PM Mar 14: 3:45PM - 5:45PM Best practices for deploying Infor OS on-premise Infor OS includes several components that enable you to drive your business forward. In this hands-on session, we ll look at various technical considerations for an on-premise deployment, like which components run where and what they do, using a load balancer for a multi-host deployment, and what you should change and/or set up in your implementation. We ll also cover: Safely exposing your Infor OS to enable remote connectivity (e.g. for mobile access) Setting up your Infor OS for push notifications Product Expert(s): Tom Graham Giampaolo Spagoni, Jessica Melger Infor d/epm Platform: Extensibility and Infor OS integration No two enterprises have the same budgeting and planning process. Learn how the in-memory technology platform of d/epm enables the creation of flexible extensions to fulfil any planning requirement. In this session, we ll look at how the Infor d/epm solution integrates with Infor OS components such as Ming.le, Homepages, ION, and Data Lake. Product Expert(s): Kristian Ujlaki, Dominik Lacic Birst and Infor Data Lake In this session, we will look at the architecture and end-to-end progression of data flowing from Infor apps to Infor Birst. Learn how to utilize ION s new API-based integration patterns using IMS to load enterprise transactions into the Infor Data Lake and build KPIs, analytics, and reports using Birst. Product Expert(s): Kaushal Vyas, Mike Kalinowski Hands-on Session 21

22 Mar 15: 3:45PM 5:45PM Mar 15: 1:30PM 3:30PM Mar 15: 1:30PM 3:30PM Mar 15: 10:00AM - 12:00PM Mar 15: 10:00AM - 12:00PM How the Infor Data Lake ties it all together Learn what Infor Data Lake can do for you and how it integrates with Coleman AI, BI, machine learning, and Search functionality. We ll look at how the same data set can be used in Search, Coleman PaaS, analytics or streamed out to a 3rd party Join us as we explore: The value of the Data Lake s data Data Pipeline and using its external services How to transform and stream your data to relational databases, APIs, queues, or streams Product Expert(s): Mike Kalinowski, Kaushal Vyas Birst analytics: From data to dashboards in 5 minutes Many companies struggle with analytics across data sets or wait too long to get access to simple reports. Learn how Infor Birst s patented technologies can combine your Infor data, plus any other data, to give your business connected and trusted analytics. See an in-depth demonstration, and later try it for yourself in the open lab, of how you can quickly connect to data, prepare it for analysis, and visualize it in beautiful dashboards that display on both your laptop or mobile device. Product Expert(s): Karn Johal, Jessica Melger Infor d/epm: Workbooks, decision packages, and cost allocations Infor d/epm combines budgeting, planning, and financial consolidation into a single system. In this session, we will explore how workbooks, decision packages, and cost allocations can increase your businesses agility and drive your overall business performance. Product Expert(s): Kristian Ujlaki, Dominik Lacic Best practices for deploying Infor OS on-premise Infor OS includes several components that enable you to drive your business forward. In this session, we ll look at various technical considerations for an on-premise deployment, like which components run where and what they do, using a load balancer for a multi-host deployment, and what you should change and/or set up in your implementation. We ll also cover: Safely exposing your Infor OS to enable remote connectivity (e.g. for mobile access) Setting up your Infor OS for push notifications Product Expert(s): Tom Graham, Giampaolo Spagoni, Jessica Melger Infor Local.ly: ERP localization in the cloud Join us for an in-depth overview of Infor s ERP localization strategy: Infor Local.ly provides a common localization platform for tax calculation, reporting, accounting, and electronic messaging so your Infor ERP system can work wherever you do. This session will cover Infor s localization approach from requirement gathering, through to key technologies we use, all the way to the delivery of our localization platform and a discussion of what the future may hold. Attendees will see firsthand the capabilities of the new Infor Local.ly services platform. Product Expert(s): Ryan Bavery Hands-on Session 22

23 Mar 16: 3:15PM 4:15PM Mar 16: 1:00PM - 3:00PM Mar 16: 1:00PM - 3:00PM Mar 16: 10:00AM - 12:00PM Infor Data Lake and Infor Data Catalogue Learn new data capture and modelling practices to make your enterprise data dynamic for use in reporting, metagraphing, data mining and analysis. Discover how data is managed, captured, and retrieved as we explore: The overall Infor Data Lake and Data Catalogue architecture How Data Lake converters produce a parquet version of a BOD and JSON How to use Athena to query the Data Lake How Data Catalogue functions with API services Product Expert(s): Mike Kalinowski, Kaushal Vyas Infor d/epm: Plan and budget your workforce With Infor d/epm, workforce and financial data come together in one seamless system, making it easy for you to budget, plan, and forecast. In this session, we ll discuss: Headcount optimization with Workforce Planning Modelling headcount and salary adjustments with Workforce Budgeting Product Expert(s): Kristian Ujlaki, Dominik Lacic Birst analytics: From data to dashboards in 5 minutes Many companies struggle with analytics across data sets or wait too long to get access to simple reports. Learn how Infor Birst s patented technologies can combine your Infor data, plus any other data, to give your business connected and trusted analytics. See an in-depth demonstration, and later try it for yourself in the open lab, of how you can quickly connect to data, prepare it for analysis, and visualize it in beautiful dashboards that display on both your laptop or mobile device. Product Expert(s): Karn Johal Planning your Infor OS strategy from a data management perspective Infor OS continues to evolve with the latest technology available. This session is dedicated to equipping with the information you need to optimize your data management strategies for the future of: Infor Data Lake Infor IoT Infor Local.ly Product Expert(s): Kaushal Vyas, Mike Kalinowski 23

24 IPaaS Mar 15: 1:30PM 3:30PM Mar 15: 10:00AM 12:00PM Mar 14: 3:45PM 5:45PM Mar 14: 3:45PM 5:45PM Mar 14: 1:30PM 3:30PM ION: Beyond the BODs ION is a payload-agnostic platform that can transport not only XML business documents based on OAGIS standard, but also JSON and binary content types. Discover this first-hand with ION s AnySQL tool, which can model and extract content directly from the data layer to JSON. Join us as we explore: Message transformation as a service The new flexible scripting engine that extends data services How to use the ION Mapper to convert, enrich, and transform business data Product Expert(s): Mike Kalinowski, Sarada Vempati Automating Business Processes with the latest ION Workflow Repetition 1 ION Workflow can automate business processes that formerly required intensive human and system resources. This automation provides for better control, accuracy and reporting. During this session we will explore how to: Create and administer ION Workflows Explore options for complex approval hierarchies Use the latest features like Decision Services, Advanced Escalations and Reminders, API connections, Data purging, Calling workflows from a workflow, and more Product Expert(s): Keith Knuth, Vignesh Subramanian ION for system administrators: Troubleshooting and maintenance This session is geared for system administrators looking to gain a solid foundation in best practices for general troubleshooting and maintenance. Learn how to leverage out-of-the-box ION services that are exposed via gateway. Gain hands-on experience as we take a dive deep into: Troubleshooting with OneView ION Configuration settings and Grid Management API-based ION Widgets Product Expert(s): Jessica Melger, Tom Graham, Giampaolo Spagoni Using exception monitoring to optimize business processes ION Process helps organizations automate system-to-system and system-to-user interactions as part of business process integrations, and optimizes processes with rules-based exception monitoring. In this session, we ll dive into: Basic approval workflows Advanced routing and decision modelling ION alarms and monitors Product Expert(s): Sarada Vempati, Keith Knuth Hybrid integrations made easy Hands-on Session On premise or in the cloud connect your applications regardless of where they are deployed. In this session, we will explore how to connect to Data Lake in multi-tenant cloud from your on-premise network and how to connect your native applications with Infor OS in the cloud using the powerful Amazon SQS/ S3 technology-based Enterprise Connector. We ll also cover: The Zero footprint option connecting to Infor Cloud with no software installed on your network The new ION Messaging Service, which enables integration via REST/ JSON APIs Product Expert(s): Vignesh Subramanian, Sarada Vempati 24

25 Using ION API Gateway with your APIs and ION Flows Repetition 1 Mar 15: 1:30PM 3:30PM Enrich the capabilities of your ION workflows using Infor and third-party APIs that are registered within the ION API Gateway. During this session we will: Understand why an API Gateway is needed Explain how to setup, deploy, and administer API suites Explore how to access APIs from Infor workflows, document flows, App builder and Coleman Discuss how to connect your own apps to the gateway Product Expert(s): Keith Knuth, Marcio DeBarros Connecting your applications to Infor OS Mar 15: 3:45PM - 5:45PM Want to learn how you can empower Infor OS to do more than just talk XML? Then, join us as we explore the available SDKs connected to Infor OS that let you build mobile apps, create documents, build widgets, and more. We will also discuss how to: Call APIs and move data using the new connector types Build new applications over existing APIs Provide new APIs over old legacy systems Execute tasks within a secure, easy-to-manage framework Product Expert(s): Keith Knuth, Vignesh Subramanian Mar 15: 3:45PM - 5:45PM Mar 16: 10:00AM - 12:00PM ION: Beyond the BODs ION is a payload-agnostic platform that can transport not only XML business documents based on OAGIS standard, but also JSON and binary content types. In this hads-on session, discover this first-hand with ION s AnySQL tool, which can model and extract content directly from the data layer to JSON. Join us as we explore: Message transformation as a service The new flexible scripting engine that extends data services How to use the ION Mapper to convert, enrich, and transform business data Product Expert(s): Mike Kalinowski, Sarada Vempati ION for system administrators: Troubleshooting and maintenance This session is geared for system administrators looking to gain a solid foundation in best practices for general troubleshooting and maintenance. Learn how to leverage out-of-the-box ION services that are exposed via gateway. Gain experience as we take a dive deep into: Troubleshooting with OneView ION Configuration settings and Grid Management API-based ION Widgets Product Expert(s): Tom Graham, Giampaolo Spagoni Hands-on Session 25

26 Mar 16: 10:00AM - 12:00PM Automating Business Processes with the latest ION Workflow Repetition 2 ION Workflow can automate business processes that formerly required intensive human and system resources. This automation provides for better control, accuracy and reporting. During this session we will explore how to: Create and administer ION Workflows Explore options for complex approval hierarchies Use the latest features like Decision Services, Advanced Escalations and Reminders, API connections, Data purging, Calling workflows from a workflow, and more Product Expert(s): Keith Knuth, Vignesh Subramanian Using ION API Gateway with your APIs and ION Flows Repetition 2 Mar 16: 1:00PM 3:00PM Enrich the capabilities of your ION workflows using Infor and third-party APIs that are registered within the ION API Gateway. During this session we will: Understand why an API Gateway is needed Explain how to setup, deploy, and administer API suites Explore how to access APIs from Infor workflows, document flows, App builder and Coleman Discuss how to connect your own apps to the gateway Product Expert(s): Keith Knuth, Marcio DeBarros Mar 16: 3:15PM 4:15PM Planning your Infor OS strategy from an ipaas perspective Infor OS continues to evolve with the latest technology available. This session is dedicated to equipping you with the information you ll need to optimize your ipaas strategy for the future of: Infor ION Infor ION API Product Expert(s): Keith Knuth, Jessica Melger, Vignesh Subramanian 26

27 PaaS Mar 16: 10:00AM 12:00PM Mar 15: 3:45PM 5:45PM Mar 15: 1:30PM 3:30PM Mar 14: 3:45PM 5:45PM Mar 14: 1:30PM 3:30PM Infor Mongoose PaaS and App Builder: Building solutions quickly and easily Repetition 1 In this session, we ll show various examples of solutions that can be authored with App Builder and Mongoose. By building and deploying a standard App Builder solution, we ll dive into: Reviewing changes that would require features beyond the standard App Builder Opening the App Builder solution in the Mongoose developer and making the needed changes Deploying back to the user base Product Expert(s): David Heffler, Lee Flaherty Infor Mongoose PaaS and mobile From conception to deployment of a mobile product, join us to discover how you can quickly and easily build mobile solutions. In this session, we ll demonstrate how to build and connect the solution in Mongoose (not native OS). We ll use the form builder application to build out a sample mobile application, which entails: Menu / application framing List with search Profile form Rating screen After demonstrating how to build it, we will also show how to deploy it without needing an app/play store to do so. Product Expert(s): David Heffler, Lee Flaherty Infor Mongoose Development PaaS: Your extensibility engine In this session, we ll explore Infor Mongoose and the numerous features available to enable you to build custom applications quickly and easily, without changing the core application code. We ll discuss an example of taking Infor application API for pricing and creating a Mongoose form that leverages ION API to feed/update the application data from a Mongoose form. Product Expert(s): David Heffler. Lee Flaherty Infor Mongoose PaaS and App Builder: Building solutions quickly and easily Repetition 2 In this session, we ll show various examples of solutions that can be authored with App Builder and Mongoose. By building and deploying a standard App Builder solution, we ll dive into: Reviewing changes that would require features beyond the standard App Builder Opening the App Builder solution in the Mongoose developer and making the needed changes Deploying back to the user base Product Expert(s): David Heffler, Lee Flaherty Infor Mongoose reporting engine If you need to generate a report fast, Mongoose has a built-in solution. Join us to discover how quickly you can create and deploy reports in the cloud. We ll also go through the steps to build out a report using the Mongoose reporting engine, an important feature that allows users to be able to provide necessary reports for applications/ extensions. Product Expert(s): David Heffler, Lee Flaherty 27

28 Mar 16: 3:15PM 4:15PM Planning your Infor OS strategy from a PaaS perspective Infor OS continues to evolve with the latest technology available. This session is dedicated to equipping you w ith the information you ll need to optimize your PaaS strategies for the future of: Infor Mongoose Infor App Builder Widgets Mobile Product Expert(s): David Heffler, Lee Flaherty SECURITY Mar 15: 10:00AM 12:00PM Mar 15: 3:45PM 5:45PM Mar 16: 3:15PM 4:15PM Advanced Security Features of Infor Federated Services (IFS) During this session, we will discuss some of the latest features in Infor Federated Services (IFS), including: Infor Security Token Service: Benefits of the new token service and how can you use it Auditing and monitoring: How to stay compliant and know what is going on with your security User management: SCIM service and BODs-based options for managing user information in IFS Product Expert(s): Manjunath Ganimasty, Marcio DeBarros Understanding Security with Infor Federated Services (IFS) During this session, we will look at user management, identity management, single sign on, session management, and risk and compliance. We will walk through how Infor Federated Services (IFS) is tightly integrated with ION API, Homepages, IDM, ION, and the other Infor OS components. Learn what you can do today and how upcoming changes will impact your future strategy. Product Expert(s): Manjunath Ganimasty, Marcio DeBarros Planning your Infor OS strategy from a security perspective Infor OS continues to evolve with the latest technology available. This session is dedicated to equipping you with the information you need to optimize your security strategies for the future of: Infor Federated Services (IFS) Infor Security Token Service (STS) Infor Risk and Compliance Product Expert(s): Manjunath Ganimasty, Marcio DeBarros 28

29 USER EXPERIENCE Mar 14: 1:30PM 3:30PM Mar 14: 3:45PM 5:45PM Creating widgets for Infor Ming.le Homepages Widgets let you easily view and act on specific information relevant to your daily work processes. With the powerful tools in the Homepages Widget software development kit (SDK) you can create custom widgets to showcase your data. In this session, we will demonstrate how to: Set up the Visual Studio/NodeJS environment for development Create a simple in-line widget Create an advanced widget using an endpoint Product Expert(s): Torbjorn Karlsson, Frank Zhang Introducing Infor Chat with Coleman With its expanded support for real-time communications, you can now use Infor Ming.le as a primary mechanism for knowledge sharing and peer-to-peer communication within your organization. In this session, we will: Explain how to use teammate, group, topic chats Describe integration with and capabilities of Infor Coleman Explore integration and future capabilities with other Infor OS components Product Expert(s): Rick Rider, Manjunath Ganimasty Infor Document Management: Capture and output Repetition 1 Mar 14: 3:45PM 5:45PM In the first part of this session, we ll take a deep dive into the capture features of Infor Document Management (IDM), including how to configure IDM with Ephesoft for automatic document capture and Optical Character Recognition (OCR). We ll explore the automatic categorization extraction and solution architecture, and demonstrate how to: Create and test extraction policies Connect this process to IDM and ION for workflow management Perform an end-to-end walkthrough of a finalized implementation In the second part of the session, we ll discuss how you can directly adopt and use document generation and distribution features. We ll then review the available APIs that can be utilized to build unique processes and customize forms, output rules, and distribution policies. Product Expert(s): Heath Branum, Torbjorn Karlsson Mar 15: 10:00AM - 12:00PM Creating custom applications with Infor App Builder In this session, you will learn to use your company s data to build custom applications and widgets without having to write any code. In this session, we will demonstrate how to: Create applications via Infor ION APIs and Infor App Builder Deploy applications within your environment. Product Expert(s): David Heffler, Lee Flaherty 29

30 Infor Document Management: Capture and output Repetition 2 Mar 15: 1:30PM - 3:30PM In the first part of this session, we ll take a deep dive into the capture features of Infor Document Management (IDM), including how to configure IDM with Ephesoft for automatic document capture and Optical Character Recognition (OCR). We ll explore the automatic categorization extraction and solution architecture, and demonstrate how to: Create and test extraction policies Connect this process to IDM and ION for workflow management Perform an end-to-end walkthrough of a finalized implementation In the second part of the session, we ll discuss how you can directly adopt and use document generation and distribution features. We ll then review the available APIs that can be utilized to build unique processes and customize forms, output rules, and distribution policies. Product Expert(s): Heath Branum, Torbjorn Karlsson Mar 15: 3:45PM 5:45PM Mar 16: 10:00AM - 12:00PM Creating Infor Ming.le Homepages Repetition 1 Infor Ming.le Homepages continue to expand and add new functionality. This session presents ways to leverage these new features when creating Homepages, with a focus on: Customizing a Homepage Using mandatory and published pages Assigning mandatory pages to users and security roles Product Expert(s): Frank Zhang, Giampaolo Spagoni, Jessica Melger Infor Mobile overview In this session, we ll introduce the benefits of using Infor OS to support your organization s mobile strategy. We ll then review the mobile applications that are available today and explore how Infor OS allows you to build your own custom mobile applications with features such as push notifications, single sign on, and more. Product Expert(s): Marcio DeBarros, Phil Knott Mar 16: 10:00AM - 12:00PM Creating widgets for Infor Ming.le Homepages Widgets let you easily view and act on specific information relevant to your daily work processes. With the powerful tools in the Homepages Widget software development kit (SDK) you can create custom widgets to showcase your data. In this hands-on session, we will demonstrate how to: Set up the Visual Studio/NodeJS environment for development Create a simple in-line widget Create an advanced widget using an endpoint Product Expert(s): Torbjorn Karlsson, Jessica Melger, Frank Zhang Hands-on Session 30

31 Mar 16: 1:00PM 3:00PM Getting started with Infor Document Management Learn how to set up and configure Infor Document Management (IDM) from scratch. In this session, we will explore: Control canter options Document type creation process Archiving and retention policies Workflow configuration Value sets and additional configurations Product Expert(s): Heath Branum, Tom Graham Mar 16: 1:00PM 3:00PM Mar 16: 1:00PM 3:00PM Creating Infor Ming.le Homepages Repetition 2 Infor Ming.le Homepages continue to expand and add new functionality. This session presents ways to leverage these new features when creating Homepages, with a focus on: Customizing a Homepage Using mandatory and published pages Assigning mandatory pages to users and security roles Product Expert(s): Frank Zhang, Jessica Melger, Giampaolo Spagoni Creating custom applications with Infor App Builder In this hands-on session, you will learn to use your company s data to build custom applications and widgets without having to write any code. In this session, we will demonstrate how to: Create applications via Infor ION APIs and Infor App Builder Deploy applications within your environment Product Expert(s): David Heffler, Lee Flaherty Hands-on Session Planning your Infor OS strategy for future optimization Mar 16: 3:15PM 4:15PM Infor OS continues to evolve with the latest technology available. This session is dedicated to equipping you with the information you ll need to build your end-user strategy for the future of: Infor Ming.le Infor Ming.le Chat Infor Ming.le Homepages Infor Document Management Infor Ming.le Search Infor App Builder Product Expert(s): Massimo Capoccia, Heath Branum 31

32 SPEED SESSIONS: Open to all attendees. No registration necessary. TITLE DATE TIME Introducing Infor Local.ly Services Platform Mar 14 6:00PM - 6:30PM Product adoption: Infor EAM Mar 14 6:00PM - 6:30PM Product adoption: Infor LN Mar 14 6:00PM - 6:30PM Infor Ming.le Search Mar 15 12:30PM - 1:00PM Product adoption: Infor M3 Mar 15 12:30PM - 1:00PM Infor Coleman: Time for a quick Chat? Mar 15 6:00PM - 6:30PM Infor Education 101 Mar 15 6:00PM - 6:30PM Running your applications within Infor OS Mar 15 6:00PM - 6:30PM 32

33 COURSES: Infor OS recommended prerequisite courses We recommend that attendees come to Infor TechEd with a certain level of preexisting knowledge. Below are some recommended learning resources to assist you in preparing for Infor TechEd. For the elearning courses, select the solution industry course that applies to your business. You can purchase these resources a la carte through Campus. COURSES: COURSE NAME TYPE COURSE LINKS Infor Document Management: Overview and Mobile Training elearning Global USA Infor Ming.le: v12 Overview and Mobile Training elearning Global USA Infor Xi Platform: Understanding Xi Platform Foundation Instructor-led Global USA ION: v11 User Training Overview elearning Global USA ION: v12 User, Mobile, and API Training Overview elearning Global USA Contact EducationEMEA@infor.com for additional recommendations. 33

34 Take this opportunity to master Infor products and maximize your potential! Infor TechEd for Infor LN: Mar Early-bird rate, register by January 24: 1499, plus VAT Regular rate: 1699, plus VAT : Mar Early-bird rate, register by January 24: 1499, plus VAT Regular rate: 1699, plus VAT Both events Full week of Infor TechEd Early-bird rate, register by January 24: 2398, plus VAT Regular rate: 2798, plus VAT Discounted hotel rates available at the DoubleTree by Hilton Amsterdam Centraal Station. For more information, please contact TechEd@infor.com View the full schedule of upcoming Infor TechEds Register here 641 Avenue of the Americas New York, NY infor.com About Infor Infor is fundamentally changing the way information is published and consumed in the enterprise, helping 70,000 customers in 194 countries improve operations, drive growth, and quickly adapt to changes in business demands. To learn more about Infor, please visit Copyright 2017 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners. This document is provided for informational purposes only and does not constitute a commitment to you in any way. The information, products and services described herein are subject to change at any time without notice. INFDTP en-US