2018 EDITION. Discovery Guide. An overview of Infor s strategy & solution offerings

Transcription

1 2018 EDITION Discovery Guide An overview of Infor s strategy & solution offerings

2 Contents SECTION 1 Enterprise Release 5 More than technology a partner invested in your success 6 Infor strategy 7 Infor solutions architecture 8 What s new 9 Analyst validation 10 Infor Services 12 CloudSuite Digital 13 Hook & Loop: Experience R&D SECTION 2 Infor OS 16 Artificial Intelligence: Infor Coleman 18 User Experience: Infor Chat 19 Infor Homepages 20 Infor Search 22 Infor Document Management 25 Data Management: Infor Data Lake 26 Extensibility: Infor Mongoose 28 Integrations: Infor ION SECTION 3 Infor CloudSuites 33 Infor CloudSuite Aerospace & Defense 35 Infor CloudSuite Automotive 37 Infor CloudSuite Business 39 Infor CloudSuite Corporate 41 Infor CloudSuite Distribution 44 Infor CloudSuite Distribution Enterprise 48 Infor CloudSuite Equipment Rental 53 Infor CloudSuite Facilities Management 55 Infor CloudSuite Fashion 57 Infor CloudSuite Food & Beverage 59 Infor CloudSuite Healthcare 61 Infor CloudSuite Hospitality 67 Infor CloudSuite Human Capital Management (HCM) 71 Infor CloudSuite Industrial (Syteline) 74 Infor CloudSuite Industrial Machinery 76 Infor CloudSuite Public Sector

3 Contents SECTION 4 Core Applicaton Portfolio Enterprise Resource Planning 80 Infor LN 83 Infor M3 for Chemicals 85 Infor M3 for Distribution 88 Infor M3 for Equipment 90 Infor M3 for Fashion 93 Infor M3 for Food & Beverage 97 Infor M3 for Manufacturing Product Lifecycle Management 101 Infor Fashion PLM 103 Infor PLM Accelerate 105 Infor Optiva Supply Chain Management 109 Infor Supply Chain Planning 112 Warehouse Management (Infor SCE) 115 Infor GT Nexus Commerce Network Customer Experience 121 Infor CRM 125 Infor Configure Price Quote 128 Infor Contract Lifecycle Management 132 Infor Marketing Resource Management 135 Infor Interaction Advisor 138 Infor Omni-channel Campaign Management Financials & Performance Management 143 Infor CloudSuite Financials 146 Infor Supply Management 148 Infor Dynamic Enterprise Performance Management (d/epm) 152 Infor Risk & Compliance 155 Infor Expense Management (XM) Human Capital Management 161 Infor Global HR 165 Infor Talent Management 169 Infor Talent Science 172 Infor Workforce Management 176 Infor Learning Management 181 Infor HR Service Delivery Enterprise Asset Management 185 Infor EAM Business Intelligence & Analytics 192 Birst BI Healthcare 196 Infor Cloverleaf Integration and Clinical Exchange Suite 201 Infor Staffing Optimizer for Healthcare 203 Infor Healthcare Revenue Cycle Management

4 SECTION 1 Enterprise Release 5 More than technology a partner invested in your success 6 Infor strategy 7 Infor solutions architecture 8 What s new 9 Analyst validation 10 Infor Services 12 CloudSuite Digital 13 Hook & Loop: Experience R&D

5 More than technology a partner invested in your success Welcome to Infor s 2018 Discovery Guide. A lot has happened since we last published 176 new products, 6,431 new integrations, and 6,259 new features delivered in the last 12 months; expansion of our BI capabilities with world-class solutions from Birst; the introduction of Infor Coleman, Infor s artificial intelligence platform; expansion of Infor s cloud solution offerings, with a cloud subscriber base that now tops 71 million; and much more. These advancements represent Infor s dedication to driving perpetual innovation in the enterprise. We are committed to delivering industry-focused solutions with last-mile functionality built-in, putting users at the center of every experience, and providing our customers with a platform for growth that supports them where they are today, while laying the foundation for tomorrow. This guide serves as a gateway to all that Infor has to offer, from comprehensive, cloudbased industry suites to point solutions designed to address specific, mission-critical business functions. We encourage you to explore, learn, and collaborate with us on a long-term technology strategy for your business. Infor Discovery Guide: Enterprise Release 5

6 Infor strategy A modern foundation for driving transformation and progress in enterprises across every industry A.I. Coleman Analytics Birst Network Commerce and IoT Cloud Industry CloudSuites Industry Last-mile features Infor Discovery Guide: Enterprise Release 6

7 Infor solutions architecture End-to-end capabilities for growing your business The depth and breadth of Infor s product portfolio gives you end-to-end capabilities for managing every aspect of your business. These solutions help power our industry-focused, cloud-based business platforms and can also be deployed standalone. Complete business management platforms by industry Product Lifecycle Management Project lifecycle intelligence Product cost optimization Global regulatory compliance Industry versions for fashion, food & beverage, industrial manufacturing Product design & development Supply Chain Management Sales and operations planning Supply chain planning Supply chain execution Warehouse management Global supply chain networks Customer Engagement Sales & Marketing Salesforce automation Customer relationship management Marketing & campaign management Configure price quote Contract lifecycle management Financials & Performance Management Core financial management Budgeting, planning, forecasting, and consolidation Risk & compliance Expense management Procurement & supply management Asset & Facilities Management Predictive maintenance Equipment optimization Facilities management Sustainability Human Capital Management Global human resources Talent management & optimization Workforce management Learning management Talent Science HR Service Delivery Infor OS Architecture Collaboration, extensibility, process integration, artificial intelligence, commerce network, data lake, business intelligence powered by Birst Infor Discovery Guide: Enterprise Release 7

8 What s new Birst Acquired by Infor in 2017, Birst provides a single, elegant platform for discovering and sharing trusted insights, correlations, and predictive actions that bring together users and data in a consumer-grade user experience. By connecting the entire organization through a network of interwoven virtualized BI instances on top of a shared analytical fabric, Birst delivers the speed, self-service, and agility front-line business workers demand, with the scale, security, and control to meet rigorous corporate data standards. All of this and much more is provided with a low total cost of ownership via public or private cloud configurations. With a critical mass of Infor CloudSuite subscribers and petabytes of mission-critical data, the Birst platform complements and further strengthens Infor s best-in-class applications. Infor Coleman Infor Coleman is a science-driven, industry-aware assistant that automates repetitive tasks and provides instant access to information via voice or chat commands. Named after the inspiring physicist and mathematician Katherine Coleman Johnson, whose trailblazing work helped NASA land on the moon, Coleman represents a giant leap forward for artificial intelligence at scale incorporating deep reservoirs of network data to serve the needs of human minds and make connected devices infinitely smarter. By acting as an intelligent assistant that anticipates, advises, and derives insights from business data, it allows both people and enterprises to work smarter. Infor Ignite Infor Ignite gives small-to-medium sized businesses access to complete business platforms designed to make managing their organizations easier and dramatically more efficient. With all-in-one pricing, quick-start deployments, and highly secure cloud hosting, Ignite offers growing businesses the innovation, infrastructure, and insights of a global software provider in a platform designed specifically for companies of their size. Businesses can start with what they need today and expand over time as their organizations change and grow. Infor Treasury Management Infor Treasury Management is a highly secure, softwareas-a-service (SaaS) platform. This comprehensive product suite is designed to help companies tackle many of today s most complex financial challenges by empowering forwardthinking teams to optimize key capabilities for cash and risk management, payments, and working capital strategies. Infor Discovery Guide: Enterprise Release 8

9 Analyst validation Inforum 2017: A.I. capabilities bring Infor one step closer to intelligent ERP "Consider Infor s recent announcement when making decisions about your ERP investment. Many of the headlines from Inforum 2017 such as Coleman AI, Birst business intelligence, and the Infor commerce network are technologies that can only exist in the cloud, where applications can access data both internal and external to an organization. If you are evaluating ERP solutions in the coming years, these kinds of features greatly improve the value proposition of the cloud when compared with legacy on-premise applications. This will only continue to be true, as an increasing number of businesses o er their solutions as microservices in the cloud. Infor s elevation of its cloud ecosystem in recent years makes it a vendor that should be considered." IDC AUTHORS: Alexandros Stratis, Research Analyst Jordan Jewell, Senior Research Analyst, Digital Commerce and Enterprise Applications The $2.5 billion investment will bring Koch into the digital age, expand Infor s investments in industries, add to Infor s mergers and acquisitions war chest, enable marketplace investments by Infor and put Oracle and SAP on watch for being replaced at Koch. Constellation believes Infor s 90,000 customers and future prospects can expect the Koch purchase of a large minority stake to bolster Infor s R&D investments and accelerate Infor s mergers and acquisitions activity. Ray Wang, Constellation Research Kevin Permenter, Senior Research Analyst, Enterprise Applications Sabharinath Balasubramanian, Senior Research Manager Mary Wardley, Program Vice President, Loyalty and Customer Care This IDC Perspective was originally published in August The nice thing about being a private equity company is that there s more breathing room for strategies to mature, and this year s Inforum was perfect example of what happens when a comprehensive cloud strategy finally comes into its own. Josh Greenbaum, Enterprise Applications Consulting Infor Discovery Guide: Enterprise Release 9

10 Infor Services Committed to making you outrageously successful Infor Services is a global organization with end-to-end accountability for optimizing the value of your Infor investments. Comprising more than 6,100 professionals who currently support customers in 168 countries, we bring deep product and technical expertise, extensive industry experience, and the full force of Infor s resources to the task of making you outrageously successful. From initial deployment and day-to-day optimization to big picture thinking and proactive strategizing, you can rely on us to provide the depth and breadth of experience needed turn vision into reality. We are passionately committed to earning your loyalty every single day in everything we do. Why choose Infor Services? Commitment to customer success The Infor Services team fosters an environment where customer success trumps all. We are committed to exceeding your expectations. End-to-end accountability You get access to a worldwide community of experts across all disciplines from strategic planning and implementation to cloud operations, support, and on-going optimization who have end-to-end accountability for your success. A long-term partner The Infor Services team s commitment doesn t end when your new technology is up and running. From the opportunity to have an assigned customer success manager to our comprehensive services portfolio, you ll have a trusted partner that s dedicated to making you successful over the long haul. Accelerated time to value The Infor Services team partners with you to get your systems up and running quickly, achieving a deployment that lowers total cost of ownership and sets you up for longterm success. Deep product and industry expertise The average Infor Services team member has 9.1 years of experience. Often, they ve walked a mile in your shoes; many are former customers themselves. Global footprint With more than 6,100 professionals supporting businesses in 168 countries, we re ready to support your business wherever it may go. Access to innovation Infor has invested more than $500B in R&D in the last five years. The Infor Services team acts as your access point to fresh thinking on how technology can be used as a competitive advantage. Proven methodology Our consultants are trained and certified on Infor s proven deployment methodology, ensuring they can carry out the highest quality projects with the lowest degree of risk. Implementation accelerators Automated deployment processes and implementation accelerators shorten deployment time and help you achieve a more rapid return on investment. Reduced risk You get a single, full service provider that is uniquely qualified to help you eliminate modifications and get maximum value from your software investment. Infor Discovery Guide: Enterprise Release 10

11 Infor services (cont d) Our services Our comprehensive set of services is designed to help you succeed at every stage of your engagement with Infor. Our goal is to not just meet your needs but also anticipate them, providing solutions to problems before they occur and opening your eyes to opportunities that our breadth of resources, product and industry expertise, and innovation empower us to see. Advisory Services Deployment Services Education Services Cloud Managed Services Support Services Business consulting Digital transformation Value engineering Organizational change management Implementation and upgrades Project start-up Quality assurance Upgrade X Data migration Testing automation Performance optimization Lift and shift Classroom and virtual training Education subscription End user training Certification Application monitoring Incident, release, and problem management System admin Performance monitoring and management Process monitoring Data management Cloudsuite support essential, premium, and elite Cloud command center Customer success manager Service delivery management Hyper care Data archiving Infor Discovery Guide: Enterprise Release 11

12 CloudSuite Digital CloudSuite Digital is a complete digital transformation solution provisioned in the cloud that includes proven digital platform back-end capabilities, API tools, and an industrial strength application development framework. Deep core digital functionality plus extensibility for: Process integration/api tools Rapid application development framework Our innovative digital framework allows H&L Digital to quickly build and deploy high-end enterprise applications. User collaboration toolset Dashboarding and data visibility Workflows & alerting Data normalization & aggregation Multi-device ready Providing prebuilt, enterprise-class, full user security with single-sign on, CloudSuite Digital automatically publishes for both browser and mobile interfaces. Analytics & business intelligence Enterprise grade digital platform CloudSuite Digital incorporates world-class 24x7x365 premium support, that runs and is deployed in Infor s Amazon Web Services (AWS) cloud. Infor Discovery Guide: Enterprise Release 12

13 Hook & Loop: Experience R&D Hook & Loop designs and builds products that scale user experience into the enterprise. Collaborating with product teams and developers within Infor and partnering strategically with select Infor customers, Hook & Loop is relentlessly focused on user satisfaction and customer success. To achieve this, the team at Hook & Loop knows that design is not enough to deliver experiences that transform organizations and revolutionize the way people work. While embracing UX design best practices, Hook & Loop uncovers the contextual details of each user journey; understands business goals and market realities; and seizes the potential of emerging technologies. Always, only, exactly what the user needs right now The demands of mobility will transform the enterprise. Great experiences transcend the size of a screen because they accommodate for the mobility of people, work flows, and data; they anticipate user needs; they offer guidance and support regardless of where the user is. That s how Hook & Loop intends to delivery on its promise of always, only, exactly what the user needs right now. To deliver the next next-generation experience requires connecting tech, data, intelligence, and design and delivering experiences to users in unprecedented ways. At Hook & Loop, we collaborate to innovate, and we innovate to dominate. Functionality is table stakes. Great experiences for customers and users will determine who wins in enterprise software. Nunzio Esposito, VP, Head of Experience, Hook & Loop This requires a new way of thinking we call it the Mobility Mind Shift and a new way of working. We ve developed a dual track methodology that holds us accountable for delivering innovation in every release so that we are continually adding value for the user. Our process is built on these five pillars: Human-centered approach to uncover market needs Offline-first, single sign-on, and mobile-only are the baseline Flexible connectivity through APIs over intensive tech stack integration Automate processes, advise users, and augment functionality strategically Regularly enhance user value through frequent deployment Infor Discovery Guide: Enterprise Release 13

14 SECTION 2 Infor OS 16 Artificial Intelligence: Infor Coleman 18 User Experience: Infor Chat 19 Infor Homepages 20 Infor Search 22 Infor Document Management 25 Data Management:Infor Data Lake 26 Extensibility: Infor Mongoose 28 Integrations: Infor ION

15 Infor OS Infor OS is your future-proof operating service, designed to serve as the foundation for your digital transformation in whatever form it may take. Its focus is on delivering technology that goes beyond enabling business to driving it, putting the user at the center of every experience and serving as a unifying foundation for your entire ecosystem. The result is a connected, intelligent set of services that automates, anticipates, predicts, and informs your stakeholders in everything they do.

16 Artificial Intelligence: Infor Coleman Infor Coleman is a complete A.I. platform, consisting of a custom A.I. skill builder, machine learning interface, and digital assistant front-end. Coleman is built on industry-specific data from Infor CloudSuite solutions, where machine learning models are consistently optimized in order to advise, automate, or augment work across the software solution. Coleman can assist with critical activities such as automatic execution of time-sensitive tasks, proving expert recommendations, or predicting future issues within the organization. Coleman is a complete A.I. solution stack that allows Infor to embed A.I. throughout the CloudSuite and beyond with its deep connections to the Infor OS platform. Benefits Make optimal decisions every time Coleman serves as a single digital assistant across the entire CloudSuite, driven by a cognitive intelligence network that processes data in real-time to provide insights in reactive, predictive, or automated ways. Automate processes With the ability to instantly source data, automate repetitive processes, and optimize workflows, Coleman can free up your talent to focus on high-value activities and create efficiency gains that result in significant cost savings for your organization. Get intuitive, expert recommendations Coleman is constantly evolving by monitoring system activity and data in order to self-adjust machine learning models for optimal performance. This allows Coleman to provide the most up-to-date expert recommendations based on how products, processes, and the entire organization advance. Increase efficiency Studies show that humans can speak and hear three to four times as many words per minute as they can type. By processing the vast data in Infor CloudSuites, Coleman significantly increases productivity, automating via voice a wide variety of skills, processes, and functions which can otherwise take up 20% of a user s work week. Users can also remove the human element and begin to trust their data and Coleman machine learning to move towards complete automation. Infor Discovery Guide: Infor OS 16

17 Release headlines Headline feature Description Value impact Digital Assistant Coleman is accessible for general inquiries, task execution, and voice navigation from Infor Chat, Infor Ming.le Portal, and other smart devices. Coleman provides tremendous efficiency by finding complex answers without navigation, automating tasks without knowledge of the complex process, and even training employees on system functions by using simple mechanisms such as chat and voice. Single UX Personality All skills provided by Infor or created by users build and evolve the diversity of a single digital assistant. Users access any and all skills via a single personality, rather than being forced to specify a subset of skills. We ve simplified the model so that instead of having skill-specific multiple assistant options that can add time constraints and confusion to your users, Coleman is the expert of your entire enterprise. Image Recognition (Infor Vision) Coleman provides the foundation for custom image training and analysis. Users can query system data based on image recognition models, and provide immediate, contextual, related information. Images now become the source of input rather than clicks, text, or even voice. This will enable customers effectively take advantage of the visual aspects of their work environment. Automating processes and providing an ION API connection for search capabilities will decrease the need for time-invasive tasks that can be automated via computer vision. AI Platform as a Service (PaaS) Skills based on machine learning and cognitive intelligence can be created using the Infor Coleman A.I. platform. Users can easily prepare training data, apply algorithms, test and refine models, and deploy proactive and predictive models into their environment. Users can create both intelligent apps and services to help regulate and monitor the business. Those intelligent services can also be applied to ION process to embed A.I. output and begin further augmenting or automating work throughout their solutions. This solution will enable customers to create proactive and predictive use cases to further automate and augment businesscritical processes through use of incremental machine-learning-based models. Citizen developer-based toolsets allow an expanded group of users to create skills designed to reduce cost, highlight innovation, and further eliminate potential risk that might otherwise derail a business. Infor Discovery Guide: Infor OS 17

18 User Experience: Infor Chat Infor Chat is a social collaboration and messaging platform that seamlessly integrates with Infor s enterprise applications. With group chats, one-on-one conversations, and secure file sharing via IDM, users can pop in and out of applications while maintaining conversations in context. Benefits Real-time chatting with presence Users can see if their colleagues are online or not. Conversations can take place in real-time between individuals or groups, and can be made on a rolling basis as well. Mobile Infor Chat Mobile has the same capabilities as the web application and will be available as a standalone application. This allows easy, on-the-go access to the same features you use to communicate on your desktop. Personalized work Users are empowered by a selfservice model for group management and workflows. You can easily create your own groups and manage group membership. Groups are further segmented to Topics in order to keep conversations in context. Browser push notifications As a user, you can be in your daily business process and never miss any work, as chat conversations and notifications are pushed directly to your desktop or mobile device. Infor Discovery Guide: Infor OS 18

19 Infor Homepages Infor Ming.le Homepages function as a hub for applications across Infor OS. With customizable widgets and role-based layouts, Infor Ming.le Homepages provide overviews of daily work processes and allow for quick actions within the scope of an application suite. Benefits Single entry point Your Infor Ming.le Homepage is the single entry point to your application suite. With the capability to surface the most pertinent information per user, Infor Ming.le Homepages empower users by giving them access to their daily work processes. Role-based pages Infor Ming.le Homepages allow for a multitude of differentiating pages based on the respective user s role. This provides each user the metrics that best serves them, alleviating the need to waste time searching. Customizable widgets Infor Ming.le Homepages uses widgets, small single-purpose applications, to provide quick, at-a-glance information, or to access simple interactive functions. Widgets are simpler and faster to call up than full applications. Quick actions on applications Within Infor Ming.le Homepages, taking quick actions using widgets allows a faster work process than drilling into an application for many tasks. With this convenience, jumping between applications is reserved only for user-heavy processes. Infor Discovery Guide: Infor OS 19

20 Infor Search Infor Ming.le Search provides inquiry capabilities across entire Infor CloudSuite industry suites. With spotlights and actionable capabilities, Infor Ming.le Search transforms a simple search into an extensibility application capable of driving business results. Benefits CloudSuite Search With Infor Ming.le Search, users can access information from across the CloudSuite through a single source. Users no longer need to switch back and forth between applications to take advantage of enterprise-wide data. Spotlights Infor Ming.le Search provides a more efficient search platform, allowing users to preview results directly from the search results screen. Prevent unnecessary screen clicks and save time by utilizing spotlights to view your information. Actionable results Infor Ming.le Search provides users with a platform to not only view data, but also take action. Keep workflows moving and take care of tasks directly from the search results screen by reviewing parameters and then assigning and completing your work. Drillbacks and drilldowns With drillback links, Infor Ming.le users can jump directly to search results from different applications in the CloudSuite eliminating the need to click back and forth between applications. Not only can users drill back into search results, but they will also be able to drill down and see related objects and documents through Infor Graph. Infor Discovery Guide: Infor OS 20

21 Release headlines Headline feature Description Value impact Spotlight integration Users can preview search results. Clicking on search results will display pertinent information and provide drillback links. Makes Infor Ming.le Search a more extensible and engaging product, driving a stronger user base. Registry integration Integrate Infor Ming.le Search with Infor Ming.le Registry to hold index definitions and other documents. Keeps processes clean when scaling out search indexes and spotlight widgets. Data Lake integration Integrate with the Data Lake team to retrieve index/application data and properly and seamlessly index content into Infor Ming.le Search. Should assist in pushing application teams to adopt Infor Ming.le Search by simplifying the adoption process. They will be required to push data to Data Lake as well as provide index definitions and mapping schema. ERP/Enterprise integration Integrate with application teams to have search results from across the CloudSuite. Improves user experience for CloudSuite users, allowing them to perform enterprise-wide searches from a single point. Search Drilldown Using Infor Graph, users can drill down into search results to view related objects and data. Adds a large extensibility piece that makes Infor Ming.le Search smarter and top of the line. Makes unstructured searches simpler for users. Infor Discovery Guide: Infor OS 21

22 Infor Document Management Infor Document Management simplifies business processing by providing a central repository for documents used within an organization. IDM provides documents in context along with sophisticated search, making it easy to find documents and related information within ERP systems and Infor OS applications. Benefits Capture everything Infor ION, Infor IoT, and a suite of ION APIs provide rich content ingestion of data sourced from all corners of the enterprise directly into the Infor Data Lake. Capture data in its native format and drive your organization s future business performance initiatives. Metadata management Never lose track of what your data means; the contents of your Data Lake are matched with a rich metadata catalog that identifies, tracks, and retrieves exactly what the data looked like when you captured it. Data innovation Expanding the scale and variety of data capture enables analytics and data scientists to rapidly develop new ways of asking the data to provide solutions for your problem whether it s creating a new KPI or analyzing historical IoT sensor data to determine maintenance schedules. Big data architecture Leverage the power of Lambda architectures, distributed cloud technologies, and streaming patterns to provide real-time and near real-time access to the data that drives your organization s key business strategies. Infor Discovery Guide: Infor OS 22

23 Release headlines Headline feature Description Value impact Native format storage With the Infor Data Lake, enterprises can capture and store content in its raw, native formats. Enterprises can avoid costly design and implementations on how to cleanse and store data for use across their application portfolios. Low-cost, infinite scalability The Infor Data Lake captures all the data your enterprise generates leveraging the cost and scalability benefits of commodity hardware in the Cloud. Organizations are unshackled from having to make decisions rooted in costs and design that prevent them from capturing edge data. Storing more of your enterprise data in the Infor Data Lake exposes that data to analysts and data scientists to derive new insights from the infomation your organization produces. Data accessibility The Data Lake provides a suite of interfaces for cataloging, searching, and retrieving ingested content using APIs, Data Lake drivers, and columnar databases. Analytics, data science, business intelligence, IoT no matter the business case, enterprises are presented with a variety of interfaces that enable them to search and ask their data for answers into operational efficiencies, data trends, and more. These interfaces provide developers, analysts, and data scientists alike familiar ways of accessing data via APIs and SQL interfaces. Metadata Management Data captured to the Infor Data Lake is coupled with a robust data catalog that enables enterprises to understand not just which data lives in the Infor Data Lake, but what that data means. Every piece of information in the Infor Data Lake has a metadata complement that helps organizations understand what their data means and when it was captured. This helps companies better define how to use their data. Infor Discovery Guide: Infor OS 23

24 Recent highlights Core features Industry features Platform Infinite Storage Metadata Catalog ION API Suite Data Archiving Management The Infor Data Lake scales with your enterprise to drive big science and big data analytics use cases across all enterprise verticals. Make sense of your raw data by understanding the metadata used to describe it. Infor Data Lake Infor Data Lake Infor ION API Gateway Infor Data Lake Index, catalog, and retrieve the contents of your Data Lake. Manage your Data Lake content with advanced Archiving and Data Restoration tools. Infor Discovery Guide: Infor OS 24

25 Data Management: Infor Data Lake The Infor Data Lake is an infinitely scalable object repository for capturing massive quantities of structured, semi-structured, and unstructured data in its natural state. The Data Lake is powered by optimized search algorithms, SQL interfaces, and an API access layer to drive the next generation of apps for analytics, science, and more. Benefits IDM capture IDM Capture extracts, classifies, and imports data into IDM using OCR and ICR engines, fixed formats, and free-form extraction. IDM Capture accelerates business processes by eliminating manual processing and human error. Document stitching IDM allows users the ability to quickly combine multiple documents into a single PDF file that can be stored in IDM or shared with others. This enables users to stitch together related information and improve business efficiency. Archiving and retention policies Documents within IDM can be automatically archived or deleted after a specified period of time. This allows organizations to control how their data is stored and provides the ability to lock down documents from further changes. SoHo UI An updated look and feel allows IDM to continue its goal to provide powerful functionality in a simple and intuitive interface. Infor Discovery Guide: Infor OS 25

26 Extensibility: Infor Mongoose Infor s rapid development framework provides simple and flexible tools that can be used to build everything from simple web parts to complex ERP systems and extensions to existing Infor ERP systems, delivering a low-cost, unified platform for all application development. Build apps and create enhancements in just a fraction of the time required with traditional development approaches. Benefits Fast, efficient development By streamlining business process flows and minimizing program coding, Mongoose allows you to quickly and cost effectively build anything, from simple web applications to complex systems. Fully integrated with Infor Ming.le and Infor ION, Mongoose can be used with all Infor ION-enabled enterprise apps. Mobile device ready Providing prebuilt, enterpriseclass, full user security (with single sign-on), Mongoose automatically publishes for both browser and mobile interfaces. With your business objects and logic shared across all device types, creating a mobile or tablet version of your app is simple, fast, and hassle-free. Automatic upgrades Because Mongoose stores user extensions and customizations in metadata, separate from the base application, they ll upgrade automatically when you deploy or upgrade to a new version of your application. Built-in consistency Applications built with Mongoose automatically adhere to Infor s user interface style guide standards without requiring any additional steps. This ensures the applications you build will have a look and feel consistent with any of your other Infor applications. Infor Discovery Guide: Infor OS 26

27 Release headlines Headline feature Description Value impact Flex layout/ Responsive design Allows Mongoose forms to cleanly work on any device (desktop, mobile, tablet). Customers can use Mongoose for all their deployment needs and keep one code base for all their business logic, thus reducing go-to-market time for apps. H5 Designer Desigining in Mongoose is now available on any platform that has a browser. This feature now allows customers to use any computer/os they desire User components This feature allows customers to add in any Java, or H5 controls directly into Mongoose. Will allow users access to beautiful controls that will act and work like any native control. This allows customers to build more up to date applications without framework changes. PaaS Mongoose is the extensibility engine for Infor Cloudsuite industry suites. Infor customers can leverage Mongoose for all their extensibility needs without affecting their base CloudSuite code, ensuring a clear path forward. Infor Discovery Guide: Infor OS 27

28 Integrations: Infor ION Infor ION powers intelligent business operations by simplifying integration between disparate systems, while combining contextual business intelligence, common reporting and analysis, streamlined workflow, and business monitoring in a single, consistent architecture. Benefits Dramatically simplify integration Infor ION makes it easier than ever to integrate both Infor and third-party software, while streamlining process flows to improve performance. This simple, scalable integration framework helps you achieve unparalleled efficiency. Give users information anytime, from anywhere End users can monitor critical business issues from sales opportunities to production problems via mobile devices, while administrators can easily monitor and administer Infor ION applications. Automate notifications and alerts Infor ION allows you to proactively monitor and manage your workflow status and document traffic, identify workflow exceptions, monitor key performance indicators, and gain visibility into your overall business network efficiency. Standardize business processes Create, standardize, and monitor business processes, and make changes without IT involvement. Infor ION allows you to manage, monitor, and document what s happened, what needs to happen, and what didn t happen but should have. Infor Discovery Guide: Infor OS 28

29 Release headlines Headline feature Description Value impact Integration ION Message System (IMS) is the next generation connector that allows sending/ receiving messages through REST APIs. With any data support messages that flow through ION need not be BOD XMLs only. JSONs and any other content type can be sent as is using ION s file connector and IMS connector. IMS provides the much-needed API based communication channel that is required for cross cloud communication and paves the way for zero footprint hybrid integrations. Any Data support provides the flexibility needed in third-party integrations to process data as is without having to wrap it to an Infor proprietary format. End-to-End Visibility ION OneView delivers a comprehensive timeline of every message exchanged across the enterprise. With OneView, your organization expedites troubleshooting and tracing tasks with a complete view of which applications were subscribed, what workflows were activated, and where a problem happened. ION OneView reduces system complexity and troubleshooting by identifying and capturing the history of every message in Infor ION. Expedite integration resolutions by starting with ION and ION OneView the application that understands the big picture of enterprise integration. Transformative Messaging The Infor ION Mapper solves applications messaging discontinuities by providing rich, graphical mappings for translating your business object messages into formats other applications can understand. Leverage powerful versioning features to capture transformation changes over time and shift your development workflow into the Mapper s updated IDE that enables powerful control over your mapping requirements. Developing business logic and message handling in applications is costly and time consuming. Reduce traditional point-to-point expenditures with the ION Mapper to develop rich messaging transformations as part of your business process integration. ION API gateway policy management Policy templates can now be applied to API suites and endpoints for both requests and responses. This feature brings the power to transform standard APIs into more valuable sources of connectivity for the enterprise. Infor Discovery Guide: Infor OS 29

30 Release headlines (cont d) Headline feature Description Value impact ION API gateway monitoring A monitoring UI and search engine is available for administrators to analyze all API transactions in the gateway. Administrators are now empowered to analyze, troubleshoot, report, and resolve issues that arise within a single tool for all APIs. ION API gateway thirdparty suite templates Popular third-party API service providers are being regularly added to a new template library. Administrators can now more easily deploy popular suites of APIs that developers require to build advanced SOA solutions. ION Workflow integration with ION API gateway ION Workflow now allow direct integration with the ION API gateway via an ION API activity in the workflow modeler. Workflows can be augmented with data from the API gateway, or automation of tasks can be accomplished by transacting data through APIs in your workflows. ION Workflow additional activity steps ION workflow now provides activity steps for pausing a workflow and calling other workflows. More complex automation of processes is possible with features that can reuse other workflow logic as well as stop and wait for other business processes to complete. ION AnySQL ION AnySQL is a connector that enables you to model new datasets against your applications straight from your browser. The AnySQL connector dramatically reduces time to discover data and begin modeling it for integration purposes. Infor Discovery Guide: Infor OS 30

31 SECTION 3 Infor CloudSuites 33 Infor CloudSuite Aerospace & Defense 35 Infor CloudSuite Automotive 37 Infor CloudSuite Business 39 Infor CloudSuite Corporate 41 Infor CloudSuite Distribution 44 Infor CloudSuite Distribution Enterprise 48 Infor CloudSuite Equipment Rental 53 Infor CloudSuite Facilities Management 55 Infor CloudSuite Fashion 57 Infor CloudSuite Food & Beverage 59 Infor CloudSuite Healthcare 61 Infor CloudSuite Hospitality 67 Infor CloudSuite Human Capital Management (HCM) 71 Infor CloudSuite Industrial (Syteline) 74 Infor CloudSuite Industrial Machinery 76 Infor CloudSuite Public Sector

32 Infor CloudSuite Cloud technologies offer a degree of agility and path to rapid growth that simply wasn t possible in the past. As the world s first industry cloud company, Infor is transforming enterprise software by delivering businesscritical applications and comprehensive industry suites with the benefits of cloud computing.

33 Infor CloudSuite Aerospace & Defense With Infor CloudSuite Aerospace & Defense, you get an end-to-end solution to efficiently manage your entire operational process, from product design to shop floor scheduling and aftermarket MRO services. Thanks to our deep industry functionality, you can ensure the highest levels of quality control, regulatory compliance, and program management. Benefits Use the newest, industry-specific technology Our unique capabilities provide you with the most innovative technology available, fully integrated, and deployed securely in the cloud with no customizations required. Increase reliability and accessibility Gain best-practice protocols in application, network, physical, and operations security, as well as comprehensive monitoring with a secure and reliable cloud infrastructure managed by Amazon Web Services. Improve speed and agility Deploy in the cloud, on-premise, or a hybrid of both, and scale server capacity as needed to easily add new plants and users, so you can get moving quickly on your plans for growth. Stay compliant The Infor Aerospace & Defense suite of solutions will keep your enterprise compliant for export control, ITAR, MMAS, and new compliance regulations as they arise from oversight organizations. Highlights The newest additions to the long list of CloudSuite Aerospace & Defense capabilities include: Extended contract flowdown to carry customer s terms and conditions to suppliers Authorizations to secure data by domain for ITAR and export control Enhanced revenue recognition to support the latest guidance for publically traded companies Infor Discovery Guide: Infor CloudSuites 33

34 Components and core features Infor CloudSuite Aerospace & Defense offers proven capabilities in key areas such as contract/project costs and schedules, quality control, regulation and compliance, and collaboration with customers and suppliers, all delivered with a highly flexible architecture, beautiful user experience, and a fully integrated framework. Core bundless Enterprise resource planning Material requirements planning, project manufacturing; shop floor control and scheduling and assembly control Financials Cost accounting Purchasing Supply chain management Procurement planning Supplier performance monitoring DPAS Contract management CLINs Invoicing Revenue recognition Warehouse management Inventory management Cycle counting Excess obsolete inventory analysis BI/analytics Pre-defined industry KPIs Operational reports Real-time analytics Labor and attendance tracking Labor costing Payroll calculations Technology Social collaboration Document management Workflow Add-on bundles Financial performance management Budgeting and planning Asset management Preventative maintenance Configure price quote Product configuration Financial consolidation Risk management 2D design automation Capital planning Asset monitoring/availability Infor Discovery Guide: Infor CloudSuites 34

35 Infor CloudSuite Automotive Meet Infor CloudSuite Automotive, a comprehensive suite of industry-proven solutions, including a core ERP system combined with high-value extension applications. Continually enhanced with the latest innovations, automotive suppliers get the industry expertise you need to modernize, innovate, and drive competitive differentiation. Benefits Free up capital A cloud-based ERP solution can help free up capital, while providing you with the flexibility to meet your evolving operational needs. You ll have funds to expand your plants and facilities, and be able to quickly and easily respond to opportunities in growth markets. Manage complex launches Supply chain collaboration and end-to-end quality management for complex parts and modules give you the advanced capabilities necessary to compete effectively in today s industry. Forecast better and faster Improved planning, forecasting, and visibility help you prepare more effectively for skill shortages, supply chain bottlenecks, and business risks. Save money and foster growth The ability to meet aggressive customer demands, increase productivity, and simplify compliance, so you can maintain quality and improve profitability. Highlights The newest addition to the long list of CloudSuite Automotive capabilities is the automotive shipment workbench. The new workbench features improved visualization and navigation of common warehouse manager tasks. Infor Discovery Guide: Infor CloudSuites 35

36 Components and core features Infor CloudSuite Automotive gives you visibility into every facet of your enterprise including suppliers, customers, and products all within a secure infrastructure built specifically for the automotive industry. Core bundles Enterprise resource planning Multi-mode manufacturing; job shop control, repetitive, assembly control Financials Sales Purchasing Supply chain management Replenishment Supplier performance monitoring Event management and alerts Order management Demand management Shipment planning Electronic data interchange Warehouse management Inventory management BI / analytics Pre-defined industry KPIs Operational reports Real-time analytics Labor and attendance tracking Labor costing Payroll calculations Technology Social collaboration Document management Workflow Add-on bundles Financial performance management Budgeting and planning Asset management Preventative maintenance Configure price quote Product configuration Financial consolidation Risk management 2D design automation Capital planning Asset monitoring/availability Infor Discovery Guide: Infor CloudSuites 36

37 Infor CloudSuite Business For small and mid-sized companies, Infor CloudSuite Business is a ready-to-run cloud platform that provides streamlined management and deep visibility into every facet of your business, including financials, human resources, supply chain, and project and customer relationship management. Make better decisions faster from any location with easy-to-use collaboration and analytic tools. Benefits Go where your business takes you Cut costs and improve the accuracy of your forecasts with consolidated financial data from your entire company or multi-site enterprise. Empower your HR teams Unified human resource management spans your entire organization and connects to various transactional and operational systems, allowing for more strategic hiring, standardized onboarding and training, and programs to maximize employee output. Deliver projects on time and on budget Enjoy integrated resource planning and project management tools that automate workflow, increase efficiency, and, most importantly, promote customer satisfaction. Automate sales and marketing A robust CRM system gives you an actionable 360-degree view of your customers and target market. Enhance lead generation and marketing communications with powerful, easy-to-use portals and build enduring, profitable affiliations. Highlights Recent enhancements Bank statement import Multiple currencies for customers and vendors Bulk journal entry import Ming.le homepages Infor Discovery Guide: Infor CloudSuites 37

38 Components and core features Infor CloudSuite Business offers you proven capabilities in key areas such as financial management, analytics, performance and supply chain management, social business collaboration, mobility, and more, all delivered within an integrated framework. Core bundles Core ERP SyteLine Service Credit card interface Tax interface Payroll interface Infor OS ION Ming.le Ming.le homepages Infor Document Management Infor BI Infor BI Content Pack Add-on bundles CloudSuite business modules CloudSuite SytePlan CloudSuite Forecasting CloudSuite Mobile CloudSuite Employee Self Service CloudSuite Portals Integrated applications Infor CRM Factory Track CPQ Expense Management EAM Infor Discovery Guide: Infor CloudSuites 38

39 Infor CloudSuite Corporate For Tier 1 companies, Infor CloudSuite Corporate is a readyto-run cloud solution built specifically to meet the needs of enterprises requiring proven solutions in financial management, supply management, and human capital management. With relevant and timely data, combined with insightful analytics, you can get the most out of their most valuable resources: people, customers, and suppliers. Benefits Improve bottom-line performance and financial discipline Consolidate information across your enterprise and deliver financial data to decision-makers who can improve budget management, cost-reduction strategies, and forecast accuracy. Standardize your supply chain Automate procurement, manage supplier relationships more strategically, and closely monitor spending to lower your company s costper-purchase-order and cost-per-receipt. Empower HR and streamline service delivery Hire more strategically and standardize onboarding processes with a unified human resource management solution that spans your entire organization and connects to various transactional and operational systems. Tie employee performance to business strategy Create opportunities for top performers, reduce attrition, and provide incentives for exceptional performance throughout your organization with a robust talent management platform. Infor Discovery Guide: Infor CloudSuites 39

40 Components and core features Infor CloudSuite Corporate offers you proven capabilities in key areas such as financial management, analytics, performance and supply management, social business collaboration, mobility and more, all delivered within an integrated framework. Core bundles Global Ledger Purchasing Lawson ION Connector Payables Inventory Control Infor OS Ming.le Enterprise Receivables Procurement Cards Global Financial Controller Cash Management Requisitioning Infor OS ION PROCESS Grid Edition Asset & Lease Accounting Franchise Billing Project Ledger Item & Order Billing Punchout Production Management Landmark Technology Runtime Infor Landmark Administrator Infor OS ION PROCESS ipaas Hybrid Connector Infor Document Management Infor CloudSuite Financials & Supply Management ION Connector Matching Infor Process Automation Infor BI Reconciliation Management Infor Spreadsheet Designer Financial Analytics Contract Management Infor Notifications Supply Management Analytics Add-on bundles Inter/Intra Company Billing Strategic Sourcing / Supplier Portal Mobile Supply Chain Management Grant Accounting (Grant Mgmt) EDI for Supply Chain Management Surgical Instrument Management Close Management Point of Use Student Activity Management Recall Management Infor Discovery Guide: Infor CloudSuites 40

41 Infor CloudSuite Distribution Infor CloudSuite Distribution is a ready-to-run, end-to-end solution that helps you manage your entire operational process, from omni-channel engagement, to inventory rebate management, to value-added services, and more. Serve your customers better, outpace the competition, and increase your profitability. Benefits Streamline order entry Retain and reach new markets through a streamlined ordering process that includes fast order-entry with item recommendations, non-stock and special order options, and optimized counter sales. Control inventory Improve inventory management through better visibility into your largest assets by monitoring inventory turns, demand, optimized levels, and resulting profitability. Add value Meet increasing customer demand for more comprehensive services from distributors, such as kitting, light manufacturing, assembly, private labeling, and more. Purchase smarter Make intelligent purchasing decisions with access to a centralized interface that has all the information you need right at your fingertips, including color-coded notifications for problems and exceptions. Infor Discovery Guide: Infor CloudSuites 41

42 Components and core features Infor CloudSuite Distribution gives you visibility into virtually every facet of your enterprise including suppliers, customers, and products all within a secure infrastructure built specifically for the distribution industry. Core bundles Sales order management Inside / Outside sales Sourcing/procurement Demand center Technology/platform Infor Reporting Counter sales Color coded priorities Enterprise Elastic Search Signature capture Warehouse transfers Infor Document Management Special orders Truckload planning Infor ION Flexible inventory allocation Non Stock / Special buys Integration Available to promise Centralized purchasing Workflow Product restrictions Overseas Trade Alerts Cores management Vendor managed inventory Infor Ming.le Advanced Search Customer Forecasting Cloud Multi-tenant deployment Financial management General Ledger Value add services Kit Production Pricing/rebates Price optimization Accounts Payable Build on demand kits Contract pricing Invoices matched to receipt Pre-built kits Special group pricing Cash flow analysis Accounts Receivable AR lock box Credit card processing Financial statement production Work orders Multi level BOM Labor tracking Work in process GL Rebates by customer, vendor, price type or product lines Vendor product/price data Import tool Inventory control Multiple warehouses per company Item cross reference MSDS/Hazardous Materials Infor Discovery Guide: Infor CloudSuites 42

43 Inventory control (cont d) Serial/Lot Control Demand tracking Multiple forecasting methods Seasonal Items Multiple costing methods Physical and cycle counts Warehouse management Quantity tracking by bin location Shipping/Receiving Cross docking Multi-site / Warehouse transfers Counter sales Bar Code Scanning Add-on bundles Total warehouse logistics (TWL) Paperless pick, pack, and ship Proof of delivery Visual maps and routes Infor integrations CRM Zone management Real-time signature capture Infor Service Management Wireless RF units Real-time delivery status updating Rhythm for Commerce Cycle counting Critical order information displays Pricing Science for Distribution Project job management Project manager Bidding calendar Online document management Order point Inventory availability checking Pricing and run comparisons Customer credit status check Past order history Order placement On-the-go convenience Storeroom Storeroom for Infor Distribution SX.e (Read the brochure ) Customer setups for products, employees, and equipment Lot and serial processing Recovery billing Unavailable/available memory Bill on receipt Tool repair and regrind Backorder maintenance F9 Third-party integrations Taxing Interface (Taxware and Avalara) Credit Card Interface (CenPOS) Shipping Interface EDI Interface BillTrust Barcode Label Printing Interface Infor Discovery Guide: Infor CloudSuites 43

44 Infor CloudSuite Distribution Enterprise Infor CloudSuite Distribution Enterprise is a comprehensive, scalable cloud solution designed for distributors who need global reach, combining the benefits of the cloud with functionality that s built specifically for large, global wholesale distributors with complex and evolving business models. Benefits Maximize your global sales Using a sophisticated sales order management system, you can enter orders more quickly and accurately, easily manage EDI orders, and accommodate intense order volumes with customer order processing that is highly scalable. Support expansion Facilitate global expansion with support for 44 localizations and 21 languages. Effortlessly deploy the solution in new locations with the flexibility and scalability to easily take on new markets and adapt quickly to change. Keep your data current, secure, and reliable Infor CloudSuite has a 99.9% average historical uptime. With Infor CloudSuite Distribution Enterprise, you get greater reliability, uptime, and security than most companies can achieve on their own. Realize a speedier time to value With preconfigured yet flexible, industry-leading business processes, templates, training materials, tools, and simulations, you can deploy or upgrade, with minimal upfront investment, in weeks or months not years. Highlights The latest version of CloudSuite Distribution Enterprise features new optional solutions with Factory Track for M3, Infor EDI Managed Services, and Infor Supplier Rebate. Factory Track for M3 is the solution for mobile warehouse management operations running on modern HTML5 browsers on a wide range of devices, from handhelds to tablets and desktops. Infor EDI provides easy-to-use and easy-to-maintain solutions for customer-facing information, in the cloud. Infor Supplier Rebate gives organizations an efficient way for managing purchase-related supplier rebate agreements automatically. The solution will allow for an easy agreement setup, followed by a fully-automated validation of purchase order lines, and a fully-automated calculation and accrual of rebates. Infor Discovery Guide: Infor CloudSuites 44

45 Components and core features Infor CloudSuite Distribution Enterprise is a multisite, multi-company, multicurrency, and multi-language solution that gives you visibility into every facet of your enterprise including suppliers, customers, and products across all markets. Core bundles Financial controlling Budgeting Cash Flow Management Cost Accounting Product Costing Multiple Unit Coordination Risk Management Time Accounting Financial accounting Automatic Recording Bank Statements Accounts Payable Accounts Receivable Current Assets Fixed Assets General Ledger Group Consolidation Report Generator Tax Management Financial Audit and Accounting Environmental Tax Management ADC for Supplier Invoices Infor Document Management for M3 ADC Infor Document Management IBM Content Manager Edition for M3 ADC Infor Document Management MS SharePoint Edition for M3 ADC Supplier Invoice Approver Product data management Engineering Change Management Product Data Technical Document Management Attribute Control Product Configurator Manufacturing execution Manufacturing Order Processing Production Statistics Capacity Requirements Planning Laboratory and Inspection Control Quality Management System Time and Attendance Maintenance management Diagnostics Management Equipment and Component Control Maintenance Performance and Costing Preventive Maintenance Work Order Processing Capability Management Vehicle Operations Management Warranty Management Field Order Processing Maintenance Scheduling Board Supply chain execution Distribution Order Processing Inventory Statistics Lot and Allocation Control Transportation Management Warehouse Management Infor Discovery Guide: Infor CloudSuites 45

46 Supply chain execution (cont d) Warehouse Management Interfaces Item Data Interfaces Transportation Management Interfaces Freight Cost Management Supply chain planning Distribution Requirements Planning Forecasting Master Production Scheduling Material Planning Rough-Cut Capacity Planning Global CTP Supply Chain Connected Orders Procurement Purchase Delivery Schedules Purchase Order Processing Request for Quotations Supplier Evaluation and Statistics Sales management Bonus and Commissions Customer Order Processing Pricing and Conditions Sales Quotations Sales Statistics and Performance Cash Desk Sales Point of Sales Integration Customer Delivery Schedules Counter Sales for Distribution Maintenance order management Maintenance Agreements Maintenance Quotations Maintenance Customer Order Processing Warranty Claim Management Rental management Long-Term Rental Agreements Short-Term Rental Agreements Project management Project Processing Project Quotations Project Control Board Project Portal Technology and tools Infor Ming.le Enterprise M3 H5 Enterprise Edition Infor ION Infor Enterprise Search for M3 M3 Content Pack for OS Platform Infor Smart Office Designer Transaction Archive Management M3 Ad Hoc Reporting Tool Web Services Designer Enterprise Collaborator Enterprise Collaborator Tools Metadata Publisher Infor Smart Rules M3 Business Engine BODs OpenText StreamServe M3 Core Infrastructure and Technology M3 Business Engine M3 Financial Business Messages Infor Document Management Analytics Infor BI Infor Business Vault Analytics for Equipment Infor BV Data Warehouse Designer Infor Discovery Guide: Infor CloudSuites 46

47 Application program interface Application Component Connector FIN Suite Application Component Connector MAO Suite Application Component Connector EAM Suite Application Component Connector SCM Suite Application Component Connector CSS Suite Languages M3BE Add Lng Chinese Simplified (zh-cn) M3BE Add Lng Czech (cz) M3BE Add Lng German (de) M3BE Add Lng Danish (da) M3BE Add Lng Spanish (es) M3BE Add Lng Finnish (fi) M3BE Add Lng French (fr) M3BE Add Lng US English (en-us) M3BE Add Lng Italian (it) M3BE Add Lng Japanese (ja) M3BE Add Lng Dutch (nl) M3BE Add Lng Norwegian (no) M3BE Add Lng Polish (pl) M3BE Add Lng Portuguese (pt) M3BE Add Lng Swedish (sv) Implementation accelerator for distribution with Mavim M3BE Add Lng Hungarian (hu) Add-on bundles Sales hub Intuitive and easy-to-use over-the-counter sales Faceted product search Cross- and up-sell Checkout and cash desk Infor factory track for m3 Receiving Picking Packing Shipping Stock take and physical inventory Issue material for operations Movements Warehouse transfers Infor supplier rebate Efficient rebate agreement setup Automatic validation, calculation and accrual of rebate Claims managements Reporting and alerts M3 customer lifecycle management Customer Lifecycle Management Mobility Campaign Management M3 demand planner Collaborative workflow for reviewing sales forecasts Forecast engine with multiple automatic forecast methods Data aggregation and grouping Infor EDI managed service Efficient trading partner management Customer facing data interchange Infor Discovery Guide: Infor CloudSuites 47

48 Infor CloudSuite Equipment Rental Infor CloudSuite Equipment Rental is designed specifically for rental companies that are focused on growth, customer engagement, and extended services. It features deep, proven capabilities to support your rental operations, and all your other business processes, too. Benefits Embedded analytics that deliver relevant information to help you develop effective strategies and execute effective tactics. Core workflow and alerting that let you be proactive, enforce standard processes, and monitor progress. Social collaboration with Infor Ming.le to integrate business conversations into your ERP system Enterprise search for a powerful and intuitive way to quickly find relevant information among huge amounts of data. Highlights The latest version of CloudSuite Equipment Rental includes updates to two optional products, M3 Customer Lifecycle Management and Infor Mobility for Field Service. M3 Lifecycle Management now provides a web UI for calendars, campaigns, and contacts along with drill-backs from Ming.le and support for Ming.le Homepage widgets. Infor Mobility for Field Service now supports bar code identification of parts and equipment, enhanced equipment warranty information, and support for Apple iphone and Android phones. Infor Discovery Guide: Infor CloudSuites 48

49 Components and core features CloudSuite Equipment Rental gives you the flexibility and scalability to easily take on new markets and quickly adapt to change. Built on industry best practices, it supports almost 40 localizations and 18 languages. Core bundles Financial controlling Budgeting Cash Flow Management Cost Accounting Product Costing Multiple Unit Coordination Risk Management Time Accounting Financial accounting Automatic Recording Bank Statements Accounts Payable Accounts Receivable Current Assets Fixed Assets General Ledger Group Consolidation Report Generator Tax Management Financial Audit and Accounting Environmental Tax Management ADC for Supplier Invoices Infor Document Management for M3 ADC Infor Document Management IBM Content Manager Edition for M3 ADC Infor Document Management MS SharePoint Edition for M3 ADC Equipment Profitability Portal Supplier Invoice Approver Product data management Engineering Change Management Product Data Technical Document Management Attribute Control Product Configurator Manufacturing execution Manufacturing Order Processing Production Statistics Capacity Requirements Planning Laboratory and Inspection Control Quality Management System Time and Attendance Maintenance management Diagnostics Management Equipment and Component Control Maintenance Performance and Costing Preventive Maintenance Work Order Processing Capability Management Vehicle Operations Management Warranty Management Field Order Processing Maintenance Scheduling Board Supply chain execution Distribution Order Processing Inventory Statistics Lot and Allocation Control Transportation Management Infor Discovery Guide: Infor CloudSuites 49

50 Supply chain execution (cont d) Warehouse Management Warehouse Management Interfaces Item Data Interfaces Transportation Management Interfaces Freight Cost Management Supply chain planning Distribution Requirements Planning Forecasting Master Production Scheduling Material Planning Rough-Cut Capacity Planning Global CTP Supply Chain Connected Orders Procurement Purchase Delivery Schedules Purchase Order Processing Request for Quotations Supplier Evaluation and Statistics Sales management Bonus and Commissions Customer Order Processing Pricing and Conditions Sales Quotations Sales Statistics and Performance Cash Desk Sales Point of Sales Integration Customer Delivery Schedules Counter Sales for Distribution Customer Service Desk Core Entitlement Maintenance order management Maintenance Agreements Maintenance Quotations Maintenance Customer Order Processing Warranty Claim Management Rental management Long-Term Rental Agreements Short-Term Rental Agreements Rental Equipment Planning Board Rental Logistics Toolbox M3 Rental Counter Project management Project Processing Project Quotations Project Control Board Project Portal Technology and tools Infor Ming.le Enterprise M3 H5 Enterprise Edition Infor ION Infor Enterprise Search for M3 M3 Content Pack for OS Platform Infor Smart Office Designer Transaction Archive Management M3 Ad Hoc Reporting Tool Web Services Designer Enterprise Collaborator Enterprise Collaborator Tools Metadata Publisher Infor Smart Rules M3 Business Engine BODs OpenText StreamServe M3 Core Infrastructure and Technology M3 Business Engine M3 Financial Business Messages Infor Document Management Infor Discovery Guide: Infor CloudSuites 50

51 Analytics Infor BI Infor Business Vault Analytics for Equipment Infor BV Data Warehouse Designer Application program interface Application Component Connector FIN Suite Application Component Connector MAO Suite Application Component Connector EAM Suite Application Component Connector SCM Suite Application Component Connector CSS Suite Languages M3BE Add Lng Chinese Simplified (zh-cn) M3BE Add Lng Czech (cz) M3BE Add Lng German (de) M3BE Add Lng Danish (da) M3BE Add Lng Spanish (es) M3BE Add Lng Finnish (fi) M3BE Add Lng French (fr) M3BE Add Lng US English (en-us) M3BE Add Lng Hungarian (hu) M3BE Add Lng Italian (it) M3BE Add Lng Japanese (ja) M3BE Add Lng Dutch (nl) M3BE Add Lng Norwegian (no) M3BE Add Lng Polish (pl) M3BE Add Lng Portuguese (pt) M3BE Add Lng Swedish (sv) Implementation accelerator for equipment rental with mavim Infor Discovery Guide: Infor CloudSuites 51

52 Add-on bundles M3 customer lifecycle management Business Engine limited use for CLM Mobile CLM CLM Campaign Management CLM for Equipment M3CLM Lng Chinese Simplified (zh-cn) M3CLM Lng Czech (cz) M3CLM Lng German (de) M3CLM Lng Danish (da) M3CLM Lng Spanish (es) M3CLM Lng Finnish (fi) M3CLM Lng French (fr) M3CLM Lng US English (en-us) M3CLM Lng Dutch (nl) M3CLM Lng Norwegian (no) M3CLM Lng Swedish (sv) Infor mobility for field service M3CLM Lng Chinese Simplified (zh-cn) M3CLM Lng Czech (cz) M3CLM Lng German (de) M3CLM Lng Danish (da) M3CLM Lng Spanish (es) M3CLM Lng Finnish (fi) M3CLM Lng French (fr) M3CLM Lng US English (en-us) M3CLM Lng Dutch (nl) M3CLM Lng Norwegian (no) M3CLM Lng Swedish (sv) Warehouse mobility M3 Warehouse Mobility Factory Track M3 business engine country versions Implementation accelerator M3 equipment Infor Discovery Guide: Infor CloudSuites 52

53 Infor CloudSuite Facilities Management Infor CloudSuite Facilities Management gives you the tools to manage all types of residential and commercial buildings. It supports revenue optimization, property management, asset management and sustainability, business intelligence, and mobility. Benefits Fast easy and more efficient and cost-effective operations Infor CloudSuite offers easy maintenance operations from work requests, through scheduling and assignments, to technician work management. Easy Contractor management Infor CloudSuite provides a contractor portal where you can send work for estimation and release work packages to contractors. This minimizes communications and streamlines operations. Improved regulatory compliance Infor CloudSuite provides an audit-grade platform from which all actions are recorded, making compliance a part of normal operations. Case Management provides workflows and users can include forms for regulatory reporting and follow up actions that are immediately available for audit. Infor Discovery Guide: Infor CloudSuites 53

54 Components and core features Infor s facilities management solution has been purpose-built for facility managers, service providers, building owners, and building tenants, with core components that include a mobile subscription, alert management, CAD tools, and barcoding. Core bundles Enterprise Asset Management Infor Ming.le collaboration tool Alert Management EAM Mobile subscription Infor Document Management ION integration Service Request module Web Services toolkit EAM Databridge Infor Rapid Request (unlimited smartphone app for work requests) Integrated CAD drawing visualization tool Web Services connectors Asset Sustainability module Advanced Reporting Barcoding Add-on bundles Enterprise Asset Management Infor Ming.le collaboration tool Alert Management EAM Mobile subscription Infor Document Management ION integration Service Request module Web Services toolkit EAM Databridge Infor Rapid Request (unlimited smartphone app for work requests) Integrated CAD drawing visualization tool Web Services connectors Asset Sustainability module Advanced Reporting Barcoding Infor Discovery Guide: Infor CloudSuites 54

55 Infor CloudSuite Fashion Infor CloudSuite Fashion is an industry-specific solution in the cloud that offers modern software, a beautiful user experience, and pre-configured fashion best practices. You ll be able to manage both style and non-style products in the same system and gain visibility across every aspect of your value chain. Benefits Industry specificity Infor CloudSuite Fashion is an industry-specific solution that offers complete end-to-end functionality built specifically to meet the needs of fashion companies. Secure infrastructure You get best-practice protocols in application, network, physical, and operations security, as well as comprehensive monitoring, with a secure and reliable cloud infrastructure managed by Amazon Web Services (AWS). Stronger network relations Real-time insights into the needs of your suppliers, manufacturers, and customers, as well as social business and mobile tools to help enhance collaboration. Lower costs for faster innovation Infor CloudSuite Fashion offers a faster time to value with minimal upfront investment, reductions in labor costs, and hassle-free adoption for users allows more time for innovation Infor Discovery Guide: Infor CloudSuites 55

56 Components and core features Infor CloudSuite Fashion keeps every function of your company running from concept development to customer delivery with maximum efficiency, allowing you to focus on innovation and strategies for growth and profitability. Core bundles Supply chain execution Provides comprehensive warehouse management functionality to help reduce inventory levels and increase inventory turns, while offering efficient same day pick, pack, and ship capabilities for both bulk and single pick shipments. Production management Enables you to simultaneously schedule, manufacture, and report on the number of pieces produced, materials, and labor used, or plan and manage cut, make, trim (CMT), if you source and issue fabrics and trims to your suppliers. Planning and inventory control Global inventory visibility supports your omnichannel strategy and drives greater clarity for effective inventory allocation and replenishment. Automatically generate accurate buy, production, and distribution plans to ensure you meet consumer demand. Supply chain management Get global inventory visibility and control as you purchase, source, and move raw materials, components, and finished merchandise around the world from manufacturing to retail. Financial management Helps you to improve governance and compliance across your business, whether you are an international business with dozens of sites or you operate in a single country with one site. Deep industry-specific fashion analytics Data cubes, powerful slicing and dicing technology, industry-specific KPIs, and drill-downs help you steer your fashion business and make better decisions. Add-on bundles Fashion Product Lifecycle Management for product design and development Fashion Planning Workbench for manufacturing Fashion Scheduling Workbench for manufacturing Infor Demand Planner for collaborative demand planning Customer Lifecycle Management Infor CPQ / Product Configurator for configured products and embellishment Factory Track for warehouse mobility Infor EDI Managed Service for collaboration with retailers Infor Discovery Guide: Infor CloudSuites 56

57 Infor CloudSuite Food & Beverage Infor CloudSuite Food & Beverage has all the right ingredients to help you overcome business challenges that are unique to your industry such as managing shelf-life, responding to short lead times and seasonality, developing new products, and meeting ever-changing regulatory requirements. Benefits The right ingredient to grow your business Designed to overcome the most common challenges of the food industry, including shelf-life constraints, yield optimization, attribute management, and asset utilization. Flexible and scalable Easily add new capabilities and additional users as your business needs grow. Ensure security and reliability With data managed by professional, experienced providers, you benefit from bestpractice protocols in application, network, physical, and operational security, and enjoy comprehensive monitoring. Always stay current You ll always have the most recent features and functions designed specifically for the food and beverage manufacturing industry, and can more easily stay current with the latest technology innovations. Infor Discovery Guide: Infor CloudSuites 57

58 Components and core features Infor CloudSuite Food & Beverage offers the tools to accelerate your global supply chain, bring new products to market faster, and implement efficiencies across the board all within a reliable and secure infrastructure. Core bundles Manufacturing operations Forecasting and demand planning Production planning and scheduling Shelf-life and seasonality management Analytics and reporting Easy-to-use, built-in reporting tools Deep analytics for faster, better decisions Financial management Accounting, budgeting, and reporting Visibility and compliance across multiple sites Multi-currency and multi-national support Grower accounting Collaboration Shareable information between groups within organization Real-time visibility for quicker response Robust, searchable document management Modern user interface and tools for workforce productivity Add-on bundles Product development Recipe management and least cost formulation Supply chain management Raw materials and ingredient inventory visibility Integrated quality management and label compliance Advanced product lifecycle management for faster responses End-to-end tracking and traceability Warehouse and distribution management Infor Discovery Guide: Infor CloudSuites 58

59 Infor CloudSuite Healthcare Infor CloudSuite Healthcare is a ready-to-run cloud solution built to meet the end-to-end business needs of hospital and outpatient providers, health plans, and medical technology companies, by helping to reduce operating costs, optimize EMR investments, attract and retain the best staff, and more. Benefits Achieve secure and efficient healthcare integration Implement a proven platform for clinical interoperability, internally and externally across all systems, to improve patient outcomes and quickly enable industry standards such as FHIR. Improve bottom-line performance and financial discipline Consolidate information across your organization and deliver market and financial data to decision-makers who can grow referrals and improve budget management, cost-reduction strategies, and forecast accuracy. Standardize your supply chain Automate device procurement, manage supplier relationships more strategically, and closely monitor spending to lower your organization s cost-per-purchase-order and cost-per-receipt. Empower HR and streamline service delivery Hire more strategically and standardize onboarding processes with a unified human resource management solution that spans your entire organization and connects to various transactional and operational systems. Infor Discovery Guide: Infor CloudSuites 59

60 Components and core features CloudSuite Healthcare offers proven capabilities in financial management, performance and supply management, clinical interoperability, physician and patient engagement, and other key areas, all delivered within an integrated framework. Core bundles Global Ledger Purchasing Lawson ION Connector Payables Inventory Control Infor OS Ming.le Enterprise Receivables Procurement Cards Global Financial Controller Cash Management Requisitioning Infor OS ION PROCESS Grid Edition Asset and Lease Accounting Franchise Billing Project Ledger Item and Order Billing Punchout Production Management Landmark Technology Runtime Infor Landmark Administrator Infor OS ION PROCESS ipaas Hybrid Connector Infor Document Management Infor CloudSuite Financials and Supply Management ION Connector Matching Infor Process Automation Infor BI Reconciliation Management Infor Spreadsheet Designer Financial Analytics Contract Management Infor Notifications Supply Management Analytics Add-on bundles Inter/Intra Company Billing Strategic Sourcing / Supplier Portal Recall Management Grant Accounting (Grant Management) EDI for Supply Chain Management Mobile Supply Chain Management Close Management Point of Use Surgical Instrument Management Infor Discovery Guide: Infor CloudSuites 60

61 CloudSuite Hospitality Infor CloudSuite Hospitality is focused on the needs of hotel, gaming, and entertainment companies. It offers an integrated framework for delivering revenue optimization, property management, asset management, social business collaboration, and mobility. Benefits Minimal upfront investment With a low total cost of ownership, Infor CloudSuite Hospitality delivers a return that you can measure in months, not years. Drive more revenue Sell the right product to the right customer, at the right time for the right price, and increase revenues from 4% to 7% from the first year with sophisticated revenue management and guest experience packaging. Enhance guest service Save time with tools to more effectively manage facilities and incidents, automate daily functions across multiple departments, and gain better access to relevant data, and deliver exceptional service to guests. Improve operational efficiency With one unified system, your employees will be able to learn and use the system more quickly, collaborate more effectively across the organization, and make better decisions, faster. Infor Discovery Guide: Infor CloudSuites 61

62 Highlights Infor continues to invest in technology focused on the hospitality industry. Our goal is to provide hotel customers with flexible enterprise software to manage businesses and help exceed guests expectations. HMS Stay 360 tile-based UI screen: Support a new Guest Stay tile screen called Stay 360 Ability to store and search multiple CRS external confirmation numbers Ability to display summary information from the guest stay screen in tile format Ability to hyperlink to popup windows within guest stay to improve usability Ability to configure the new Stay 360 tile screen Ability to support a new check in workflow from the stay 360 tile screen Technology continues to power the hospitality industry by promoting efficiencies, streamlining processes, and improving productivity across all sectors of the global hospitality industry. Infor continues to expand into markets within the hospitality industry and the support for additional country specific legal requirements. Mobility continues to drive our decisions to streamline our mobile applications as more hotels adopt a mobile strategy. Infor Hospitality Cloudsuite and the technology and automation enabling these functions continue to be a priority as an increasing number of hotels move to applications hosted in the cloud. The Hospitality Cloudsuite that includes the Infor HMS (Hospitality Management Solution), EAM (Enterprise Asset Management), and EzRMS (Revenue Management) applications provide hotel companies with some of the key operational software that helps companies better the businesses. Improvements include enhancements to: Gaming Comp Accounting module Resort SGI/Activity module Leasing module Mobility solutions Stay 360 screens Centralized profile management module Infor Discovery Guide: Infor CloudSuites 62

63 Components and core features Infor CloudSuite Hospitality creates a better experience for staff, guests, and executives through ease of use and collaboration tools that enable service delivery that exceeds expectations, and pricing controls and analytics that lower costs and provide real-time visibility into performance. Core bundles Property management Improve visibility and access to actionable data Asset and incident management Schedule, track, and monitor incidents and work orders Social business collaboration Enable dynamic communication across the enterprise Quickly respond to and exceed guest expectations Expedite service delivery through mobile access Quickly respond to guests expectations View lifetime value of a guest from the reservation or check-in screen Support green initiatives and asset sustainability Connect people, data, and systems for improved decision making Revenue optimization Maximize yield and profit, while controlling costs Create constrained and unconstrained demand forecasts Get detailed analysis of transactional data, with multiple reporting options In-context analytics Easily access relevant data at the point of service delivery Improve visibility and access to actionable data across your portfolio Minimize spending and control costs Integrated framework Eliminate operational silos Drive unparalleled end-to-end efficiency Create a unified technology environment Infor Discovery Guide: Infor CloudSuites 63

64 Add-on bundles HMS modules Mobile hotel services As a hotel associate, you can perform the same functions on a hotel-owned Apple ipad that you perform on a standard workstation, using the same HMS credentials in app that is optimized for mobile operations. Functions include: Check in Check out Housekeeping Concierge Fast posting Lost and Found tracking For example, you can check in guests on your ipad curbside or at conference registration desks to speed up the process or to simply cut check-in or check-out wait time at the front desk. Plus, your concierge will easily be able to integrate information on local attractions to maps, and your housekeepers and rapid-response team will be able to work more efficiently. Mobile housekeeper With Infor HMS Mobility, hotel housekeepers can go completely paperless and use Apple and Android devices for all key housekeeping functions. Mobile signature capture With Infor HMS Mobility, your guests can update registration information on an Apple device and provide their signature that can be captured electronically on record. Mobile guest services With Infor HMS Mobility, your guests can complete tasks that are traditionally completed by a hotel associate for instance, creating and modifying reservations. Your organization can customize logos, colors, images, and fonts on the app to maintain brand consistency. Events HMS events module provides functionality to handle aspects related to Banquet Event Management. Features include: Event Management Group Rooming Menu Management Meeting Room Setup Audio Visual Inventory Call Center HMS call center module provides functionality to handle centralized reservations across multiple properties from a single user interface. Features include: Availability across Multi Property Itinerary Bookings Alternate Properties Property Information City Search HMS Central Profile HMS Central Profile module provides functionality to manage guest profiles centrally across the enterprise. Leasing HMS Leasing module provides functionality to manage long stay corporate lease guests. Sundry HMS Sundry management module provides functionality to manage retail items typically used in limited service hotels. Activity Management Activity Management module allows hotels to manage activities typically used in resort hotels such as spa, golf etc. HMS Activity management supports the following: Internal Activities this would be an activity that is supported by HMS and booked internal to HMS. These are activities such as scooters, car service, hiking, walking tours. These would be activities that do not require a combination of time, resource, and availability in order to book an activity (i.e. spa appointment/golf tee time). External Activities These would be activities that are more complex for taking a booking. These would be booked in the respective external systems. The appointment will be interfaced to HMS via the SGI (Single Guest Itinerary) Specification. The activity booking will be owned by the external system. Infor Discovery Guide: Infor CloudSuites 64

65 HMS modules (cont d) Comp Accounting HMS Comp Accounting module manages rules and accounting related to the Casino complimentary charge management. The Casino Management System manages all casino player activity. The system calculates a rating on each player based on the players credit line and theoretical loss. Players are assigned a rating, and based on volume of casino play, may qualify for incentives such as a low or complimentary, (also known as comp ) meals, rooms, show tickets, or discounts in the casino outlets. Complimentary (Comp) Accounting: Comp Accounting module will handle management and reporting of the comps generated by the Casino Management System as well as the comps that have been redeemed. Reports are generated to show what was redeemed and overages that were charged to guests folios. This functionality also provides security limits indicating which revenue centers may be provided as complimentary, by which employee and what the limits are for the comp transactions. Business connectivity integrations HMS Integrates with various 3rd party solutions: Player Tracking system Central Reservation Systems Global Distribution Systems Point of Sale System Video Systems Telephone Systems Key card systems Credit card systems Energy management systems In room Entertainment systems Kiosk systems Mobility systems Web booking engines Infor Discovery Guide: Infor CloudSuites 65

66 EZRMS Modules Infor EzREGION Provide regional and centralized management teams with statistical reporting and consolidated forecast information for a user-defined cluster of hotels. By combining this module with Infor EzBUDGET, you can review consolidated forecasts against consolidated budgets. Infor EzCOMPETE Get an automated, comprehensive insight into competitive pricing throughout all your online channels. You can: Track online distribution channels consistently and systematically Check your positioning against regional competing offers Match competing offers to yours Create a rule based -alert system for decision support throughout your chain and properties Infor EzBUDGET Make your budgets an integral part of your RMS by: Allowing comparison and integration of budgets in all historic as well as future reports Being able to quickly modify budget revisions Utilizing proprietary forecasting algorithms to automate future budget creation Automatically creating accurate daily budgets from monthly total figures Infor EzQUOTE Quantify the benefits resulting in day-to-day acceptance of ad hoc and/ or repetitive group requests, as well as series and crew requests, with a mathematical approach You can: Evaluate the opportunity to accept or deny day-to-day group requests Propose alternative periods of stay and sales conditions (for example, price and volume) for the quoted group Make the best decisions with the help of comprehensive reports. Calculate true returns by using profit margins in the Quotation Infor EzCONTRACT Quantify the true net value of existing and potential contracts. Mathematical approach to quantify the benefits of existing and potential contracts signed by the property. By giving to the sales department of the property comprehensive sets of statistics and recommendations, EzContract is the essential asset for long-term and strategic contract evaluation and negotiation. You can: Analyze the historical performance of existing contracts Propose revisions to the terms and conditions of existing contracts for future periods Evaluate the opportunity to sign new contracts for future periods Ensure that clients receive the correct amount of contractual freedom Infor Discovery Guide: Infor CloudSuites 66

67 Infor CloudSuite Human Capital Management (HCM) Infor CloudSuite Human Capital Management (HCM) is a cloudbased human capital management solution that replaces complex processes, workflows, and systems with sophisticated, yet intuitive technology. The solution provides broad talent and HR optimization capabilities, unique and insightful sciencedriven tools, and flexible technology so you can target your key business objectives now and in the future. Benefits Optimize and align talent Apply insightful tools that give you a complete picture of employees so you can optimally develop and deploy your talent, boost workforce effectiveness and business performance, and ultimately turn your workforce into a strategic advantage. Deploy modern technology Give today s dispersed workforce the access they need anytime, anywhere, and on any device with leading cloud technology and secure infrastructure that provides flexibility for your specific needs. Simplify and improve HR Empower your human resources team with modern, easy-to-use solutions that help streamline processes and improve support despite constant change and expanding responsibilities. You ll be able to encourage more strategic focus and increase HR s value. Infor Discovery Guide: Infor CloudSuites 67

68 Highlights Extending the Core: Enhancements and functionality in areas of Vacation Buy/Sell, COBRA adjustment periods and CloudSuite Financials/Supply Chain integration. Migration Tooling: Landmark Program to validate existing data and convert/default/migrate Lawson S3 data to pre-load GHR Environment. Generates Default Custom Groups for Work Assignment, Retiree and Participant business classes, jobs and positions and user fields as identified; Lawson-only at this time, but plans to extend to Infinium or non-infor SOR. Industry Specialization in WFM: Auto-Assignment (PS and HC): Use optimization to build schedules with employees based on configurable prioritization, constraints, and preferences. Shift Billboard: push shifts to a billboard where employees can pick up additional shifts Extensibility (Symmetry, Tracker, LinkedIn): Enhancement the Onboarding process within Talent Acquisition through integrations with Symmetry (US Tax Forms), Tracker (Form I9), and LinkedIn. Infor Discovery Guide: Infor CloudSuites 68

69 Components and core features Infor CloudSuite HCM offers proven capabilities in key areas such as Global Human Resources, Talent Management, Talent Science, Learning Management, and HR Service Delivery, along with Payroll, and Workforce Management, all delivered within an integrated framework. Core bundles Global human resources Employee safety Talent management Talent acquisition/onboarding HR service delivery Knowledgebase Organization and person Structure Compensation management Case management Supervisory structure Skills, credentials, and licenses Jobs and work assignments Benefits administration Absence management Occupational health Position budgeting Employee relations Off-boarding Country localizations Goals management Performance management Development planning Learning optimization Succession management Learning management Learning management Content creator Advanced certification Ad hoc reports Mobile learning Talent science Assessments Custom performance profiles Best practice profiles Strategic leadership insight job templates Languages English English (UK) French French (Canada) German Spanish Infor Discovery Guide: Infor CloudSuites 69

70 Add-on bundles Payroll Human resources subscription North American payroll subscription (US only) Employee & manager self-service subscription Mobile employee subscription BSI Tax Factory US subscription Teacher contract subscription Workforce management Budget management & creation Time & attendance management Labor forecasting & schedule optimization Schedule bidding Shift trading Workforce performance premium Workforce relief management Workforce task management Infor WFM mobility Employee transaction manager Workmail/form builder/workflow editor Workloads Assignments Leave management and accruals Mobility Import export interfaces Languages Additional language packs Infor Discovery Guide: Infor CloudSuites 70

71 Infor CloudSuite Industrial (Syteline) Infor CloudSuite Industrial turns the complexities manufacturers and distributors face into opportunities to outshine the competition. Increased productivity and rapid delivery become key differentiators. Product innovations help nurture relationships that transcend price alone. Benefits Flexible deployment On-premise, in the cloud, or both with the same full-featured system. Mixed-mode capabilities A mixed-mode application that meets the unique requirements of engineer to order, configure to order, repetitive, and service-based manufacturers. Multi-site support Enables an organization to be modeled site by site, with complete integration to the overall enterprise. Robust business intelligence Helps customers and prospects get more value out of their deployment by enabling better, expanded visibility into the business at all levels, to drive better decision-making. Infor Discovery Guide: Infor CloudSuites 71

72 Components and core features Infor CloudSuite Industrial (SyteLine) is a robust ERP solution specifically designed with built-in best practices and highly efficient process flows to help manufacturers improve productivity. Core bundles Financial management General Ledger Sales order management Quote/Order Management Human resource management Human Resource Management Accounts Payable, ATP/CTP Payroll (US Company) Accounts Receivable Pricing Benefits Management Asset & Expense Management Project & Cost Accounting Supply chain planning & management Sourcing & Procurement Inventory Management Shipping/Receiving Master Item Data Bills of Materials Multi-Site Supplier Portal MRP & MPS Scheduling Commissions Projects & resource planning Activity tracking Fully Integrated to GL, AP, AR Budgeting Milestone Billing Microsoft Project interface (import/ export) & add-in Labor and expense reporting Project Change Tracking Alerts Reporting Multi-Currency Customer relationship management Contact Management Lead Tracking Opportunity Tracking Sales Forecasting Quality management Supplier In-Process Customer Return Material Authorization Performance Reporting Job Inspection Serial Tracking Infor Discovery Guide: Infor CloudSuites 72

73 Add-on bundles Enterprise performance management Budgeting and planning Financial consolidation Capital planning Asset management Preventative maintenance Risk management Asset monitoring / availability Configure price quote Product configuration 2D design automation Product lifecycle management Configuration Management Product Data Management Program and Project Management Component Engineering Technology Social collaboration Document management Workflow Infor Discovery Guide: Infor CloudSuites 73

74 Infor CloudSuite Industrial Machinery Infor CloudSuite Industrial Machinery is a comprehensive solution specifically designed to meet the needs of industrial machinery and equipment manufacturers. CloudSuite Industrial Machinery can help you streamline operations, exceed customer expectations, and drive competitive differentiation. Benefits Free up capital Fulfilling large, capital-intensive orders that require you to maintain an inventory of high-value parts and components can make managing cash flow especially challenging. Monitor inventory costs more effectively. Reduce IT cost and complexity Now you can explore options for structuring technology investments as operating expenses, potentially freeing up capital to expand, modernize, and quickly scale based on the current needs of your business. Forecast better and faster Improve forecasting, planning, and responsiveness with in-context business intelligence, analysis, and collaboration tools that provide immediate improvements in operational visibility and control. Manage logistics and aftermarket service Rely on timely information in support of installation, set-up, and user training and access up-to-date product details and employee schedules in support of warranty, maintenance, and service efforts. Highlights Recent enhancements include improvements to: service management, such as automatic synching of visit reports and supplier claim workbenches; production order versioning and procurement change requests; and project resource management. Infor Discovery Guide: Infor CloudSuites 74

75 Components and core features Infor CloudSuite Industrial Machinery provides visibility into every facet of your enterprise across customers, products, and suppliers all within a secure infrastructure built specifically for the IM&E industry. Core bundles Enterprise resource planning Manufacturing Sales management Project control Inventory management Procurement Quality Financial management Service management Trade compliance Authorization control Manufacturing execution Warehouse management Time management Inventory and production BI/analytics Pre-defined industry KPIs Operational reports Real-time analytics Technology Social collaboration Document management Workflow Add-on bundles Enterprise performance management Budgeting and planning Financial consolidation Capital planning Asset management Preventative maintenance Risk management Asset monitoring/availability Configure price quote Product configuration 2D design automation Supplier exchange Supplier portal Advanced shipping notice Contract Purchase schedule Purchase order Mobile field service Information to Service Organization on the road off-line. Synchronize when it possible and necessary Tasks, inspections, material, travel time, and costs control Problems and solutions documentation Customer and technician signatures capture Label printing Infor Discovery Guide: Infor CloudSuites 75

76 Infor CloudSuite Public Sector Infor CloudSuite Public Sector is a complete product suite from back-office to mission-critical core functions, purposebuilt for public sector industries, including federal, state and local, education, public safety, transportation, and utilities. Benefits Increase agility Reduce response times to requests for services by empowering citizens and contractors. Decrease your total cost of ownership Reduce dependence on expensive servers and hardware while shifting technology resources to focus on service delivery. Ensure greater security and reliability Enjoy the reliability and scalability of best-practice protocols for application, network, physical, and operational security. Improve citizen service delivery Tools designed to engage and support citizens through better access and targeted outcomes. Infor Discovery Guide: Infor CloudSuites 76

77 Components and core features With CloudSuite Public Sector, you can reduce IT costs, easily manage budgets, payroll, and assets, and deliver better citizen services all in a secure, reliable, and flexible cloud environment that delivers unmatched efficiency, security, and compliance. Core bundles Global Ledger Purchasing Lawson ION Connector Payables Inventory Control Infor OS Ming.le Enterprise Receivables Procurement Cards Global Financial Controller Cash Management Requisitioning Infor OS ION PROCESS Grid Edition Asset & Lease Accounting Franchise Billing Project Ledger Item & Order Billing Punchout Production Management Landmark Technology Runtime Infor Landmark Administrator Infor OS ION PROCESS ipaas Hybrid Connector Infor Document Management Infor CloudSuite Financials & Supply Management ION Connector Matching Infor Process Automation Infor BI Reconciliation Management Infor Spreadsheet Designer Financial Analytics Contract Management Infor Notifications Supply Management Analytics Add-on bundles Inter/Intra Company Billing Strategic Sourcing / Supplier Portal Mobile Supply Chain Management Grant Accounting (Grant Mgmt) EDI for Supply Chain Management Surgical Instrument Management Close Management Point of Use Student Activity Management Recall Management Infor Discovery Guide: Infor CloudSuites 77

78 SECTION 4 Core Applicaton Portfolio Enterprise Resource Planning 80 Infor LN 83 Infor M3 for Chemicals 85 Infor M3 for Distribution 88 Infor M3 for Equipment 90 Infor M3 for Fashion 93 Infor M3 for Food & Beverage 97 Infor M3 for Manufacturing Product Lifecycle Management 101 Infor Fashion PLM 103 Infor PLM Accelerate 105 Infor Optiva Supply Chain Management 108 Infor Supply Chain Planning 109 Warehouse Management (Infor SCE) 115 Infor GT Nexus Commerce Network Customer Experience 121 Infor CRM 125 Infor Configure Price Quote 128 Infor Contract Lifecycle Management 132 Infor Marketing Resource Management 135 Infor Interaction Advisor 138 Infor Omni-channel Campaign Management Financials & Performance Management 143 Infor CloudSuite Financials 146 Infor Supply Management 148 Infor Dynamic Enterprise Performance Management (d/epm) 152 Infor Risk & Compliance 155 Infor Expense Management (XM) Human Capital Management 161 Infor Global HR 165 Infor Talent Management 169 Infor Talent Science 172 Infor Workforce Management 176 Infor Learning Management 181 Infor HR Service Delivery Enterprise Asset Management 185 Infor EAM Business Intelligence & Analytics 192 Birst BI Healthcare 196 Infor Cloverleaf Integration and Clinical Exchange Suite 201 Infor Staffing Optimizer for Healthcare 203 Infor Healthcare Revenue Cycle Management

79 Enterprise Resource Planning Infor ERP solutions help streamline operations through industry-specific functionality and visibility that goes beyond the four walls of the enterprise, providing a real-time view of your global supply chain and all the moving parts that make your business tick.

80 Infor LN Infor LN is an ERP solution that combines pioneering, state-of-the-art technology with a beautiful user experience and robust last-mile industry functionality for aerospace and defense, automotive, high tech, industrial, and machinery manufacturing. With innovative features for complex, discrete manufacturing and after-market service, LN empowers you to deliver on shortened product lifecycles, bring products to market faster, and provide services that increase revenue. Benefits Meet your industry s unique needs Utilize robust, intuitive tools and best practices specifically designed for industrial manufacturing, automotive, high tech, aerospace and defense, and service management industries, with a single-instance, ERP solution. Manage complexity Improve, accelerate, and streamline complex manufacturing processes by: driving global efficiency with dynamic enterprise modeling; synchronizing materials and manufacturing operations with multi-site enterprise planning; and tracing individual components during and after production with serial genealogy. Deliver on customer requirements profitably Meet the needs of expanded markets and individual customer demands, increase responsiveness, and lower costs with LN s built-in, multi-mode manufacturing support for CTO, ATO, MTO, and ETO capabilities. Make better decisions Monitor priority metrics for improved communication with both customers and suppliers around the world, develop actionable insight, and minimize risk using industry-specific, pervasive analytics and KPI dashboards that tap into real-time data. Infor Discovery Guide: Enterprise Resource Planning 80

81 Release headlines Headline feature Description Value impact CloudSuite Automotive Improvements New capabilities for Honda certification, shipping sequencing, repetitive production, packaging fill up logic, and KANBAN material supply are no longer required. Benefit from the continuous innovation that goes into this end-to-end solution for automotive suppliers, which captures the industry s unique and ever-changing needs. CloudSuite Aerospace & Defense improvements New authorization management, contract flow down, revenue recognition, and first article inspection capabilities have all been added to the standard core product. Take advantage of the most robust contract/ project cost-pegging solution available in the market today for aerospace and defense companies. You ll be able to meet compliance and regulatory needs without costly add-ons, integrations, or work-arounds. CloudSuite Industrial Machinery improvements Project manufacturing and service capabilities are now integrated. Also, activity planning, critical path scheduling capabilities, and Gantt chart generation in LN Project (TP) have been improved. Increase your share of after-market service customer requirements. New field service capabilities Technicians can gain access to a complete mobile solution that allows them to enter time, check inventory, create status reports, and more. Additionally, streamline technician scheduling with integrated GPS location and map services capabilities. Reduce administrative overhead and increase efficiency, while providing technicians with critical information during service visits and when at customer sites. Technicians can use mobile tools in both connected and detached modes. Infor Discovery Guide: Enterprise Resource Planning 81

82 Recent highlights Core features Mastering complex enterprises Simplified multi-site capabilities can satisfy the most demanding requirements of complex enterprises with multiple costing needs, international manufacturing, warehousing, sales, and finance requirements. Implementation accelerators Industry-specific, prepackaged, best business-practices with pre-configured parameters and static data tables accelerate implementations helping to reduce the total cost of ownership and provide a quicker return on investment. Quality management Improvements in quality management capabilities include certificate of conformance, FRACAS, PPAP, and first article inspection. Resource management Continuous improvement to define resources by their skills and manage their workload in manufacturing, service and other areas of the business, based on nonmanufacturing capacity. Industry features Project industries Project-based activity planning, cost pegging for field service activities, subcontracting activity-based planning for service, and new quality capabilities by project have all been added to improve the value for the aerospace and defense and industrial machinery industries. Automotive Shipping sequencing, repetitive production, packaging fill-up logic, and KANBAN material supply have been improved, while shipment planning and execution workbenches have been added for automotive suppliers. Data authorizations Domain security and controlling data access can be used by enterprises that require segregation of duties or views based on user groups or roles. Finance Usability improvements, invoice scanning, and new US GAAP and IFRS compliance capabilities have been added. Platform User experience Continual improvement on the ease-of-use and look-and-feel of the user experience includes new and improved workbenches, role-based dashboards, widgets, and simplified workflows. Also includes: automotive shipment execution and automotive shipment planning. Analytics New industry-specific analytics, KPIs, dashboards, reports, and metrics utilizing BIRST have been added for the automotive, aerospace and defense, and industrial machinery industries using LN-based CloudSuites. Integrations New and improved integrations have been added for Local.ly (to increase the globalization of the solution), Factory Track, Rhythm, CRM, CPQ, and GT Nexus. Cloud enablement Multi tenancy, extensibility without customization, new BIRST business intelligence and reporting capabilities, silent patching, and single version deployments support both cloud and hybrid environments. Infor Discovery Guide: Enterprise Resource Planning 82

83 Infor M3 for Chemicals Infor M3 Chemicals is a comprehensive ERP solution designed to help chemical and life science companies effectively manage complex industry challenges, such as the planning of co-products and by-products, formula matching and optimization, attribute costing, safety, compliance, and quality. You ll be better able to respond to changes in customer demands, streamline your global supply chain, meet regulatory compliance, and reduce waste. Benefits Manage your global supply chain Efficiently handle capacity and supply chain constraints, while managing multiple plants and distribution centers daily/seasonal forecasting, replenishment planning, inventory optimization, and promotional planning. You ll be able to respond more quickly to changes in customer demand to avoid both outof-stock and overstock situations. Expedite compliance Quickly meet changing compliance standards to keep up with government and environmental regulations. You ll be able to perform lot/sub-lot track and trace throughout the supply chain for a quick recall. And by creating a database of your raw materials and other supply needs, you can ensure that your facilities meet all regulations and compliance mandates, while reducing waste. Make smarter buying decisions Ensure you always have the raw materials you need to keep your plants running. With M3 for Chemicals material planning tools, you can accurately calculate raw material requirements to guide your buyers on how much of a specific raw material needs to be purchased, as well as the date when the purchase should be made. Optimize your formulas Quickly respond to customer demands, ensure raw materials meet customer requirements, and meet new specifications at optimal costs. With M3 for Chemicals integration with Infor Optiva, you ll be able to develop new and revised formulas quickly and collaboratively, reduce the costs for new product introductions, and decrease the amount of time it takes to bring a product to market. Infor Discovery Guide: Enterprise Resource Planning 83

84 Release headlines Headline feature Description Value impact Factory Track integration Intgeration with a cloud-based, HTML5 warehouse management solution is now available. Take advantage of a multi-platform user experience that is more advanced than M3 Warehouse Mobility. Expanded chemical manufacturing capabilities New features such as sub-lots, items packs, and alternative manufacuturing processes have been added. Meet your unique needs with capabilities designed specifically for your industry segment. New Inventory Planning Workbench An easy-to-use, grid-based format for quick and intuitive review of supply and demand has been added. Improve service levels by planning both demand and supply on a daily or weekly level. Infor Discovery Guide: Enterprise Resource Planning 84

85 Infor M3 for Distribution Infor M3 for Distribution is a multi-site, multi-company, multi-currency, and multi-language solution that lets you optimize every facet of your operation from inventory and warehouse management to financials, multi-channel sales orders, purchasing, and more. You ll be able to accelerate your pace of business and profitability as you manage transactions with unparalleled visibility across departments, allowing for better and faster decision-making. Benefits Reach every channel M3 for Distribution is designed for companies that are fast moving and competitive, whose success depends on differentiated service levels and value-added services. With M3 for Distribution, you get highly integrated CRM, EDI, web, mobile, and traditional sales management tools. You ll be able to increase revenue and improve margins with a complete, 360-degree, real-time view of your customer commitments in a multichannel environment. Increase over-the-counter sales and e-commerce opportunities Empower your sales representatives to quickly and easily find products using robust search capabilities and integrated product images. With margin information and quote printing, you ll be able to better satisfy your customers and gain a competitive edge. Take advantage of flexible pricing, rebates, and promotions Implement special price agreements (ship and debit) and flexible pricing strategies with Infor M3 for Distribution s advanced enterprise capabilities, including support for multiple price/rebate types. You can set up, process, and reconcile promotions and rebates with advanced capabilities, including EDI support for setup and reconciliation, and processing of on-demand or scheduled rebates. Build strategic relationships with value-add operations Manage value-add operations that range from traditional value-adds such as kitting, labeling, and assembly, to more complex value-adds, such as customer-based milling, advanced manufacturing, rental, service, and projectbased orders. Infor Discovery Guide: Enterprise Resource Planning 85

86 Release headlines Headline feature Description Value impact Target buying A new automated process to create purchase orders across product lines to meet specific target on weight or volume to fill up a truck, or on cost to reach a volume discount. Improve buyer s efficiency and ensure targets are met. Trade promotions Improved trade promotion management to support additional rebate methods, including margin guarantee method, net rebate method, and one time rebate. Improve efficiency and increase margins by supporting various rebate methods. Price/margin simulation A new tool to simulate prices, discounts, promotions, rebates and margin, as if sales order were entered today or a specific date in the future. Easily determine impact discounts, promotions and rebates have on margins. Specials/non-stocked items Simple and efficient usage and entry of supplier catalogue items, through the Item Data Interface. Easily expand product offering through streamlined non-stock processing. Implementation accelerator Enhanced to support new distribution capabilities, including trade promotions, pre-payment control, and counter sales. Quickly and easily take advantage of new capabilities as they are released. Infor Discovery Guide: Enterprise Resource Planning 86

87 Recent highlights Core features Industry features Platform Demand + for M3 Sales Hub for counter sales Infor OS certified Modern web-ui Supplier Rebate module Ming.le Role Based Home Pages Best in class forecasting Special Price Agreements (Ship & Debit) ION Workflow Factory Track for M3 Prepayment control on sales order Web Mashups Infor EDI Managed Services Improved back order prevention Standard M3 widgets Infor Mobility for Field Service Enhanced inbound receipts New Mashup designer Infor Document Management Document capture (supplier invoice) integration Infor Rhythm to Commerce integration Pack & ship improvement for load building Picking and inventory control improvements Business Analytics, executive dashboard metrics Cloud enablement Credit Card integration using CENPOS Infor Discovery Guide: Enterprise Resource Planning 87

88 Infor M3 for Equipment Infor M3 Equipment allows you to easily manage the entire equipment lifecycle from initial forecasting and sale of the equipment, through to shipment, renting, servicing, overhaul, and final disposal. You ll be able to predict future parts and service demand, while capturing accurate equipment data, including brand, serial numbers, machine type, end of life, warranty, service, and sales data. With one integrated system, you ll have the visibility you need to run your business more profitably. Benefits Easily manage sales and rental Gain a complete 360-degree overview of your customers, their equipment, and their future needs, with sales and marketing tools such as historical analysis, market segmentation, and market intelligence. You can also effectively manage the flow of your rental fleet with tools that allow you to increase equipment availability, utilization, and reliability. Use service and warranty support as a differentiator Easily support the service side of your business with SLA management, equipment history, project management, financials, and back-office functionality. You ll be able to support all maintenance, repair, and overhaul operations from one central point, while ensuring optimal scheduling. You can even get real-time updates from your field techncians with Infor s field service mobility solution. You can also track parts and equipment claims from inception to closure, manage claim return process with OEMs, and link warranty claims to your financials. Conquer your supply chain Improve core, component, and equipment flow throughout the supply chain. From planning and scheduling to procurement and fulfillment, you get one version of the truth that makes it easy to manage your supply chain no matter how complex or geographically dispersed. Improve decision-making Get real-time insights from across your enterprise, with industry-specific data models, KPIs, metrics, and measures that satisfy the unique requirements of your business. You can put information right at the fingertips of your executives, managers, and users through embedded analytics related to their respective roles. They can access analytics anywhere, anytime, on their mobile devices. Infor Discovery Guide: Enterprise Resource Planning 88

89 Recent highlights * Coming soon within at least two quarters ** Customer Commitments Core features Platform Field service mobility Off-line capabilities Check-lists / inspections parts and time and expense reporting Service error report Maps integration Customer and technician signatures Quote versions, groups, and relationships Automated approval flows Mashups for aftersales quotes CRM for equipment Equipment specific dashboards Territory management Equipment sales statistics User experience Ming.le Role Based Home Pages ION Workflow Web Mashups Standard M3 Widgets M3 CLM Widget New Mashup designer 32 models 86 dimensions ARA Analytics Integrations Infor CRM (ION) phase 1 Factory Track (ION) Infor Mobility for Field Service (ION) Bar code identification of parts and equipment Two-way integration with IDM Equipment mashups Rental Counter Customer Service Desk Equipment Profitability Portal Project Portal Equipment quotation management Integration with M3 CLM Lost sales After sales processes IA for equipment rental Highly pre-configured Extensive process diagrams Detailed process instructions Enabled by Maim M3 for equipment Parts planning for Equipment Rental Management Analytics Business analytics, executive dashboard metrics 26 Role-based dashboards 347 widgets 32 in-context widgets 4 Drill-back reports metrics 26 in-memory cubes M3 Planning Workbench (P2P) CPQ phase 1 M3 CLM (P2P & ION) Cloud enablement Single tenant Multi-tenant* Core solution is automated Extended auto-provisioning Equipment configurator Service Management Integrated with IDM for quotes Financials and equipment profitability Quote contents include equipment, parts, service, warranty, miscellaneous items, and financing Project Management Infor Discovery Guide: Enterprise Resource Planning 89

90 Infor M3 for Fashion Infor M3 for Fashion is an ERP solution designed specifically for the ever-changing demands of the fashion industry. With M3 for Fashion, you can seamlessly manage the entire fashion value chain process from concept to production and distribution to customer. You ll be able to develop styles and products more quickly and move them to market faster than your competition. Benefits Collaborate in real-time Plan across the value chain, exchange real-time data with your customers and suppliers, link orders together, and optimize your inventory and warehouse needs. M3 for Fashion s social collaboration tools allow you to give your employees, suppliers, and partners in the value chain new ways of communicating and collaborating with you. Leverage real-time, omni-channel information Give all parties along your value chain access to the same realtime information across all of your interaction touch points. With this up-to-the-minute inventory accuracy, you can dramatically improve your inventory availability, speed of delivery, stock replenishment, and price competitiveness. Expand demand planning and forecasting capabilities Improve your sourcing and purchasing decisions and optimize your processes with M3 for Fashion s strong analytics and powerful forecasting capabilities. With collaborative demand planning and business intelligence tools, you ll be able to generate more accurate forecasts and enable better, faster decision making. Improve manufacturing processes Improve control and visibility into all of your manufacturing and sourcing processes with M3 for Fashion s support for fashion characteristics, such as style, color, size, and fit. You ll also be able to handle additional attributes like quality and shade, with support for mixed-mode manufacturing and distribution environments. Infor Discovery Guide: Enterprise Resource Planning 90

91 Release headlines Headline feature Description Value impact Extended mass-update capabilities The ability to perform mass updates of purchase price and routes on customer order lines has been expanded. Reduce the risk of errors and speed up the process of making many changes. New matrix for customer/purchase/ distribution orders (in H5 thin client) Working at the style level with a matrix that includes attributes per style (rather than having to work with thousands of individual SKUs) is supported. Enter and update orders faster and with greater ease. Supply chain visibility Supply chain orders can now be managed at the style, style color, and order level with the ability to mass close order lines directly. Increase visibility and improve control over orders and inventory throughout the value chain. New finshed-goods allocation concept A new way of making selections on fields (order and market) has been added. In addition, supply chain orders are now supported in the batch allocation process. Better balance supply with market demand via greater flexibility in allocation rules. CenPOS credit card integration Integrating M3 with a credit card payment approval service using one partner has been simplified. Drive additional sales in a omni-channel sales environment. Infor Discovery Guide: Enterprise Resource Planning 91

92 Recent highlights Core features Industry features Platform Homepages and widgets Infor CRM integration Country packs added for Lithuania, Estonia, Latvia, and Vietnam Configurable XML business documents Integration with Enterprise Quote (a module for Infor CPQ) Item descriptions have been added to many programs, improving usability The ability to classify a carryover and use that for allocations has been added Infor OS certified Infor EDI Managed Service Factory Track for M3 (a new mobility solution) Birst business intelligence and analytics M3 integration with GT Nexus for purchase-order collaboration and confirmation Joint delivery code has been introduced Managing when delivery value exceeds credit limit is now supported Infor App Builder Infor Discovery Guide: Enterprise Resource Planning 92

93 Infor M3 for Food & Beverage Infor M3 for Food & Beverage is a comprehensive ERP solution designed to help food, beverage, and other CPG companies effectively manage complex industry challenges from planning and scheduling to traceability and recipe management. You ll be better able to respond to changes in customer demands, streamline your global supply chain, minimize shelf-life issues, and reduce waste. Benefits Meet your unique needs Whether you produce beverages, dairy products, meat, poultry, fish, baked goods, or confections, you get functionality that s specifically designed for your industry. M3 for Food & Beverage includes support for responsive material and capacity planning, attribute management, reverse bill of materials, catch weight, and much more. Increase the productivity of your value chain Ensure every aspect of your manufacturing process is tightly integrated across your global enterprise with M3 for Food & Beverage s built-in support for planning and scheduling, warehouse and distribution management, customer lifecycle management, procurement, maintenance management, and financial management. Improve your bottom line Contain costs and maintain margins with tools designed to solve challenges such as short shelf life, disassembly planning, attributes, yield, and catch-weight. M3 for Food & Beverage customers report 10% to 15% productivity improvement that keep costs down and margins up. Be ready for recalls Utilize robust recipe management and label compliance with M3 for Food & Beverage s integration with Infor Optiva. Additionally, forward and backward traceability capabilities allow you a quicker reposnse time. You ll also be able to minimize product failures by implementting global control of recipes and taking advantage of comprehensive ingredient databases. Infor Discovery Guide: Enterprise Resource Planning 93

94 Release headlines Headline feature Description Value impact New Inventory Planning Workbench An easy-to-use, grid-based format for quick and intuitive review of supply and demand has been added. Improve service levels by planning both demand and supply on a daily or weekly level. Enhancements to market-leading Graphical Lot Tracker A new ingredients usage comparison report and the ability to track and trace by sub-lot have been added. Respond to recalls faster with access to additional data points. Factory Track integration Integration with a cloud-based, HTML5 warehouse management solution is now available. Take advantage of a multi-platform user experience that is more advanced than M3 Warehouse Mobility. Expanded food and beverage manufacturing capabilities New features, such as sub-lots, items packs, and alternative manufacuturing processes have been added. Better meet your unique needs with capabilities designed specifically for your industry segment. Infor Discovery Guide: Enterprise Resource Planning 94

95 Recent highlights Core features Quality inspection module Newly released QMS module Sublot management Case/box level inventory Test at DO issue/receipt Catch weight per sublot Schedule for retesting Trace at sublot level Certficiate of analysis (COA) preview More COA content Process manufacturing Product/recipe versions Alternate process improved Bulk-pack synchronization (item pack) Other Parallel catch weight unit pricing Scalable MRP/costing isolated from sublot Factory Track for M3 New replaces old Windows Mobile app HTML5 UI enables ios and Andriod devices Industry standard support for GS1 barcodes Comprehensive warehouse and manufacturing functionality support Extend sales pricing decimals Outbound freight synchronization Proof-of-delivery API Intelligent inventory selection API Demand+ for M3 Modern web-ui (prepared for cloud) Template integration using SCV Best-in-class forecasting capabilities F&B-specific information, such as catch weight, expiration date, etc. Other M3-modules Graphical Lot Tracker recall , new trace graph, new reports and sublots Scheduling Workbench (SWB) telescopic buckets, re-sequence usability, omit pullup after bottle-neck, etc. DMP Script engine, additional pivotgrid-layouts, more flexible forecast calculations, etc. Inventory Planning WorkBench Online, easy-to-use planning in H5 Infor Discovery Guide: Enterprise Resource Planning 95

96 Recent highlights * Coming soon within the next two quarters Platform User experience Infor OS homepages Cloud enablement CloudSuite F&B single-tennant M3 Graphical Lot Tracker improved graph look and feel Factory Track for M3 (HTML5) Analytics M3 Analytics for F&B Preconfigured KPIs In-context BI in M3 Infor BI OLAP cubes Optiva Win to Web Infor Technology Stack 12 M3 SWB/DMP REST APIs Graphical Lot Tracker Cloud multi-tentant* Factory Track for M3* Demand+ multi-tennant* CloudSuite F&B multi-tennant* Configurable hierarchies Integrations with M3 Infor AP Infor Optiva Infor EAM Infor Demand+ Infor CRM Infor Discovery Guide: Enterprise Resource Planning 96

97 Infor M3 for Manufacturing Infor M3 is an ERP solution that can help medium to large national and global manufacturers, distributors, and aftersales service providers no matter how complex the supply chain quickly move into the digital age, respond faster to change, reduce excess inventory, and cut costs. Benefits Meet your industry s unique needs M3 delivers industryleading functionality for the chemicals, distribution, equipment, fashion, and food and beverage industries, as well as for a broad range of process and discrete manufacturing industries. Extend your global reach M3 supports single and multi-company organizations whether you have one site or multiple, worldwide locations. The solution also supports multiple currencies, is available in 24 languages, and includes regulatory and statutory support for 49 countries as standard. Streamline your complex supply chain M3 s advanced supply chain practices can help you create and control demand-driven supply networks that are resilient to disruptions. The solution s global, multi-site enterprise planning capabilities can help synchronize supply processes lowering inventory, optimizing resource utilization, and improving customer service. Gain global financial visibility M3 gives you a real-time, integrated view of financials across your global business, so you can confidently predict, manage, and report results. You ll be able to streamline your period closing process with access to consistent, accurate information derived from a single, integrated system that complies with evolving international accounting standards, such as US GAAP and IFRS. Infor Discovery Guide: Enterprise Resource Planning 97

98 Release headlines Headline feature Description Value impact Infor EDI managed service The setting up and maintaining of EDI processes is simplified via a managed service. Achieve faster, more accurate communications, and reduce your total cost of ownership. Inventory planning workbench A new, powerful and easy-to-use master schedule viewer and planning tool enables quick, online planning. Improve your ability to focus on demand, supply, availability, and inventory levels. Process manufacturing concept Deeper and richer industry functionality has been added to better support the unique needs of the process manufacturing industry. Streamline the process of planning, executing, and costing for some sectors of the food and beverage and chemicals industries. M3 integration to GT Nexus Integrating M3 with GT Nexus enables seamless collaboration across the supply chain for sharing, confirming, and negotiating purchase orders. Improve visibility, collaboration, and responsiveness outside the four walls of the enterprise. Infor Factory Track for M3 This robust warehouse mobility solution provides mobile barcoding with real-time updates and validation via an easy-to-use and device-independent, HTML5 user interface. Increase warehouse productivity and improve quality control. Infor Mobility for Field Service This complete mobile field service solution provides your team instant access to the centrally stored customer and equipment data they need via a consumer-grade user experience. Give your field service personnel full visibility into all of the contextual information they need to solve problems quicker, and get their jobs done better and faster. Infor Discovery Guide: Enterprise Resource Planning 98

99 Recent highlights Core features New countries Controlled availability is planned for Vietnam, Lithuania, Estonia, and Latvia. Additionally, 60 finance and R&S improvements have been added New integrations Integrations are now available to Infor Infor Document Management Document Capture (supplier invoice), GT Nexus, Infor EDI Managed Service. Infor Rhythm for commerce (B2B) M3 business documents New configurable output management enables extensible, self-contained business documents in XML format Selectable role-based widgets CRM, EAM, and HCM information can be easily delivered directly to user homepages Industry features Equipment M3 includes mass update of rental lines, new over-usage meter calculation, buyback of equipment via a purchase order, and incorporation of service orders into work order processes Food & Beverage M3 supports version handling on products, sublot handling, alternate processes, and bulk-to pack concept Fashion M3 includes new and improved matrix support; expanded mass update capabilities; new, powerful finished goods allocation; and supply chain orders at style level Distribution M3 includes new credit card integration using CENPOS (third party), improved Sales Hub for trade counter sales, and a Supplier Rebates module to help improve margins Platform New platforms supported Supported platforms now include RHEL 7.2.x, PPAS 9.4.x., IBMi 7.3, and Windows 10 (client) Microsoft Edge browser Core technologies Improvements have been made to Infor ION Grid, LifeCycle Manager and M3 Foundation, customer-defined fields, and external web service calls UX M3 supports a new H5 Client with SoHo, M3-specific Widgets, H5 Enterprise included in M3A-CIT, and full support for Infor OS Extensibility Users can create applications that leverage APIs using Infor App Builder Infor Discovery Guide: Enterprise Resource Planning 99

100 Product Lifecycle Management Infor PLM solutions leverage data from across your enterprise to drive better decision-making in everything from development and design to management and production so you can create higher quality products, launch more efficiently, and maximize profits.

101 Infor Fashion PLM Infor Fashion PLM is an end-to-end solution that links product planning, design, development, and supplier collaboration all on a common platform. Fashion PLM delivers a single set of accurate, real-time data that helps shorten time to market, improves efficiency, and reduces costs. It supports product innovation through providing a foundation for closer collaboration and unified teamwork. Benefits Synchronize planning and execution Infor Fashion PLM enables a more responsive business by supporting concurrent line planning, style design, technical product development, and manufacturing sourcing. Work on multiple collections at the same time and have the flexibility to change directions and fine-tune individual styles at any stage, without disrupting momentum. Connect design with data Featuring a bi-directional Adobe Illustrator plugin, Infor Fashion PLM helps creative teams work with the tools they know and love. They can upload new concepts directly into the system and quickly bring those concepts to life through a set of visual libraries, pre-configured templates, and mass-create and update tools. Work smarter and faster Combining a beautiful design with an intuitive interface that s similar to Excel, Fashion PLM offers simple drag-and-drop functionality, mass capabilities, and a customizable homepage, all within an industry-leading user experience that helps speed up adoption, lower training requirements, and shorten time to value. Integrate with existing infrastructure Built on open standards technology, Fashion PLM can be seamlessly incorporated into any IT environment. Highly flexible integration capabilities ensure less disruption and smoother implementation for a more rapid return on investment. Infor Discovery Guide: Product Lifecycle Management 101

102 Release headlines Headline feature Description Value impact Deeper composition and costing informatiion Provides a next level of detail, such as composition for bonded materials and costing info, on different levels. Richer information on product construction and costing information held within a central repository. Easier to work with comments Further use of context-sensitive drop downs, more auto-refresh capabilities, ability to edit and delete comments, and simplified selection of contacts and addresses for requests. Improved user interaction enables better use of the system and higher user productivity. New dictionary for commercial product descriptions New feature to support commercial descriptions of products with multi-language capabilities. Ability for companies without a PIM system to describe and hold product information in multiple languages in the product development system. Alignment between PLM org structure and AI Plugin Alignment of core application functionality around organizational structure in Adobe Illustrator (AI) plugin. Enhanced integration with Adobe Illustrator, the industry de facto standard design tool, brings further value to users. New fast search Enablement of faster searching. Faster database searches saves designers valuable time. Infor Discovery Guide: Product Lifecycle Management 102

103 Infor PLM Accelerate Infor PLM Accelerate is a full-featured, highly scalable and secure product lifecycle management solution designed to help discrete manufacturers handle high levels of complexity and quickly adapt to change. Uniting the entire product lifecycle for a single view of the truth, PLM Accelerate turns disparate data sets into actionable information from design and manufacturing to purchasing, quality control, the supply chain, and beyond. Benefits Drive product innovation Speed product realization by putting information in the hands of the people who need it from ideation and requirements planning to concept development, design, manufacturing, distribution, maintenance, and retirement. Distributed storage vaults support global product development and supply chain collaboration strategies. Develop enterprise-wide agility Designed to keep pace with market fluctuations, respond immediately to changes in supply chain operations, and adhere to everevolving regulatory standards, PLM Accelerate can scale both up and out to support organizations of all sizes and compliance needs, including the management of petabytes of complex computer aided design (CAD) data. Improve accuracy and profitability Gain real-time visibility into projects and processes, and make more informed business decisions that benefit your bottom line. The Infor ION ERP connector and optional CAD system connectors assure continuity of data across applications and eliminates costly inaccuracies from manual data entry. Coordinate product introduction more efficiently Creating and launching new products involves a multitude of internal and external teams. PLM Accelerate offers functionality for EBOMs and MBOMs, change management, requirements and configuration management, and technical documents which can all link together across electrical, mechanical, and software/firmware disciplines. Infor Discovery Guide: Product Lifecycle Management 103

104 Release headlines Headline feature Description Value impact Visual Collaboration Critical tasks like engineering changes function best when team members can view and discuss the proposal before making decisions. Visual Collaboration enables all users to view and recommend changes to documents and contribute with colleagues that are working on the same document. It can be any kind of document, such as CAD application or an office file. Enterprise Search Enterprise Search with Aras includes Enterprise class permissions and access control to ensure data is seen by the appropriate team members. Ability to search across all your item types, relationships, and file contents Full text search quickly find data in in any content type Role-based permissions ensuring your security model is observed Manufacturing Process Planning PLM Accelerate Manufacturing Process Planning provides an integrated approach to managing manufacturing data and processes in PLM. It supports graphical and concurrent process plan, MBOM, and work instruction authoring, plus real-time automatic EBOM/ MBOM reconciliation. Bridge the gap between engineering and manufacturing Eliminate time-consuming manual processes and costly EBOM/MBOM conflicts Improve efficiency by synchronizing process plans, MBOMs and work instructions Implement a digital thread with as-designed to as-planned traceability Quality Control With increasing product complexity and shortening development cycles, ensuring product quality and regulatory compliance can be challenging for companies focused on fast innovation. The PLM Accelerate Quality Management System application addresses this gap in quality management processes by integrating the proactive and reactive aspects of quality into PLM. PLM integration with ION, Tasks, and Alerts Integration with ERPs using Infor ION allows monitor and workflows for the related information. Standard integration that enables monitoring, alerts and workflows for the specific integrated information. With ION, you can create alerts or workflows for new items, new BOMs. For instance: to monitor items with right cost. Infor Discovery Guide: Product Lifecycle Management 104

105 Infor Optiva Infor Optiva is a PLM solution designed specifically for process manufacturers. Incorporating more than 30 years of PLM expertise and integrating seamlessly with enterprise ERP systems, Optiva provides a cohesive platform for unifying complex product development data and processes. Benefits Develop and launch new products faster Reduce the time spent developing and managing new products, with tools to ensure regulatory compliance throughout the development process and industry-specific modules that help streamline processes and bring products to market quicker. Ensure global labelling compliance Design and produce labels for package or specification sheets that match formulas and consistently and fully meet government regulations no matter where the respective products are sold. Improve formula optimization Manage formulas to meet specifications based on available raw materials as well as alternative ingredients and processes, and set parameters using a matrix to generate the most optimum and costeffective formula possible. Increase project management efficiency Improve the speed, scale, and value of interactions between your employees. Extensive project management tools include utilization of stage gate, resource management, and visibility into overall project status. Infor Discovery Guide: Product Lifecycle Management 105

106 Release headlines Headline feature Description Value impact Cloud version now available Optiva now available in the cloud as well as on-premise. Faster deployment and lower total cost of ownership provides Optiva clients more choice, regardless of their size. Rest APIs for business objects Visibility to Optiva screens from any other Infor system. Better collaboration and real-time visibility between ERP and PLM for improved project management, ingredient utilizaiton, and more. Audit Trail assistance Audit trail of changes to details such as company, formula, item, specification, project, parameter and user Respond to FDA and other regulatory agencies requiring better visisbility of changes. Tech stack upgrade New Infor Ming.le Wizards as well as support for Microsoft Windows 10, Microsoft SQL Server 2016, Microsoft Edge, 64-bit operating systems. Offers new insights and flexibility while also meeting latest technology requirements. Enhanced ION integration to M3 Integration to Infor M3 13.4, process enhancements. Take advantage of the new process manufacturing features in M3. Infor Discovery Guide: Product Lifecycle Management 106

107 Recent highlights Core features 22% Industry features 10% Platform 45% Customer requested feature enhancements Embedded IDM API Audit trail Cloud solution OS tech stack Infor Discovery Guide: Product Lifecycle Management 107

108 Supply Chain Management Networked companies are the first to sense and the first to respond to events, the right way. Infor supply chain solutions combine advanced planning, execution, and finance capabilities with the GT Nexus Commerce Network to help companies achieve the velocity and control needed in today s rapidly-evolving markets.

109 Infor Supply Chain Planning The Infor Supply Chain Planning (SCP) suite enables proactive synchronization. Modular applications leverage a common platform for end-to-end planning, or target specific areas of business complexity. Together the solutions optimize inventory, service levels, and operational performance. Benefits Sense future demand Capture a clearer, more granular picture of future demand. A configurable statistical forecasting solution, Infor identifies shifts and anomalies in demand sooner to drive bottom-line impact. Improve supply plans Powerful constraint-based optimization simultaneously captures interdependencies, constraints, and rules to deliver a best fit supply plan. Examine distribution, production, and procurement alternatives. Optimize production scheduling Increase asset utilization, reduce costs, and improve service with logic to capture capacities, constraints, and complexities. Consider product flows and changeovers, co-products and labor, materials, and sequencing. Enable collaborative S&OP Coordinate demand and supply planning to reconcile gaps between forecasts, capacities, and projections. Synchronize operations and the commercial organization to drive growth and performance. Infor Discovery Guide: Supply Chain Management 109

110 Release headlines Headline feature Description Value impact Infor Supply Chain Planning Suite Enhancements Recent additions to the Demand Planning (Infor Demand+) module include: System-blending of techniques: combines statistical forecasting models to derive a more accurate picture of the various elements of the demand pattern. Incorporation of Infor s unique technique to isolate seasonality versus trend and step changes in demand. Flexible alerting to flag when actual demand differs from forecast in a user-defined, meaningful manner. Usability enhancements to workbenches including Promotions (through which market intelligence is incorporated) and ABC/XYZ classification (to enhance envelop defintions). Incorporated best fit assessment to automate selection of most suitable algorithm(s) for different products. This is designed to augment forecast accuracy without manual intervention. Improve forecasting capability, accuracy, and user experience, further leveraging both Infor s analytical and design expertise. Recent additions to the Supply Planning (Infor Supply+) module include: Incorporation of additional model option to examine unconstrained replenishment. Supports inventory reallocations across stock locations, minimizing lead times and excess inventory levels. Supports supply and demand synchronization for responsiveness and reduced cost to serve. Recent additions to the framework include: Supply Chain Vault (SCV) embedded functionality to provide a conduit both between SCP modules and to outside systems of reference, e.g. ERP. Facilitates integration and manages supply chain planning master data. Infor Discovery Guide: Supply Chain Management 110

111 Recent highlights * Coming soon within at least two quarters Core features ST cloud & on-premise ST cloud and extensibility Demand planning Multiple demand planning engines with Best Fit Forecast capability Inventory management Improved simulation workbench Added support for minimum and maximum stock units and days cover functionality ABC-XYZ analysis Replenishment planning Internal heuristics-based Replenishment Planning built into Supply Planning Supply planning Supply Planning to help improve visibility, support scenario management, and manage alerts and exceptions, viewing requirements throughout the applicable supply chain Supply Planning could optionally be powered by true optimization engine for demand-driven supply plans, considering capacity, material, inventory, and distribution constraints Industry features Industry supply chain planning Facilitates focus planning for: Food & Beverage Distribution Chemicals Multi-country and multi-business unit S&OP, demand, and supply planning Performance management Industry-specific metrics and dashboards Manufacturing integrations Tighter vault integration to M3 for process industries Tighter vault integration to LN for discrete industries Platform User experience Adopt OS style guide for UI (support card layouts and menu structures) Ongoing adoption of other OS components Analytics Metadata for reports Role-and-industry-based BI Deeper workbench analytics Supply chain vault Intermediate data repository for integrating data between certain external sources and applicable Supply Chain Planning application(s) is now embedded within the platform, which can assist users with configuration of database tables and user-defined views Security Improvements have been made to security synchronization between Infor Federation Services (IFS) and Integrated Business Planning (IBP) The Infor Xi platform provides user management for applicable Infor applications Infor Discovery Guide: Supply Chain Management 111

112 Warehouse Management (Infor SCE) Infor includes core and extended warehousing capabilities with embedded labor planning, transportation execution, and 3D visualization in a modern warehouse management system (WMS). Holistically improve fulfillment, integrate value-added services, and eliminate bottlenecks. Benefits Improve workforce productivity Monitor performance in real time to identify imbalances and improve throughput. Measure activities against engineered and historical standards, evaluating the true cost of services. Optimize asset utilization Features such as crossdocking, web receiving, flowthrough, attribute capture (e.g. serialization), multi-sequenced put-away, task interleaving, and wave management improve use of inventory, space, and labor while reducing costs. Visualize work flow Interactive 3D picture of the warehouse to manage workflow, utilization, and bottlenecks. A visual decision hub, users can direct resolution such as expediting tasks, shifting labor, and generating forward replenishments. Leverage emerging technology Includes voice, personalized RF, mobile apps, collaborative capabilities, in-context analytics, and warehouse automation APIs for a highly-configurable, modern user experience. Infor Discovery Guide: Supply Chain Management 112

113 Release headlines Headline feature Description Value impact UI Extensibility Enhanced user interface to allow customer personalization of screens without source code modification. Features include: Screen and RF designer, process strategies, user preferences, label and report tailoring, and more. Reduces TCO by reducing the need of custom modifications and ongoing support. Promotes future migration to new releases with faster deployment. 3D Visual Warehouse The 3D Visual Warehouse displays the warehouse locations based on the XYZ defined grid. Highlighted locations indicate tasks are assigned to those locations, and colors indicate status (sufficient inventory, short, over). Location drill down ability displays location type, current inventory, picks outstanding, and more. Provides customers with a visualization of outstanding tasks to identify bottlenecks and reprioritize tasks on the fly. Improves labor utilization and pick fulfillment percentage. Wave Tower The Wave Tower allows you to view waves (one or more) by status (released, allocated, unallocated) and completion percentage (picked, packed, loaded). Priority of picks can be modified within the wave tower to speed wave closure. The ability to view completion percentage cross waves and re-deploy resources will lead to labor savings. As a result, wave closure time will decrease, leading to greater customer satisfaction. Omni-channel Batch Picking Allows for the grouping of customer orders into a wave resulting in batch item replenishments to a pick and pack location by individual order. The industry refers to this as goods to person. Provides customers with a pick method to pick a high volume of orders with low line counts. The result is labor savings and pick accuracy. Transaction Logging The SCE system has been modified to capture/ log task transactions across all core activities by user ID. Improves customers ability to trace both users and task performance across all activities within the warehouse. The result is improved overall productivity of the distribution center. Infor Discovery Guide: Supply Chain Management 113

114 Recent highlights * Coming soon within at least two quarters ** Customer Commitments Core features Industry features Platform Visual warehouse* 3D warehouse view Retail/omni-channel fulfillment Integration with small parcel shipping User experience SOHO Control Graphical inventory view Optimized cart picking UI Personalization Wave control tower Batch Picking* Choice of traditional and HTML5 RF Shipping status Web RF* Messaging permissions 3PL Multiple Owner support 3PL Billing enhancements** Warehouse Director (ipad app) Analytics Infor Reporting is standard report tool Mobile messaging Read only, Reply only and Send-Reply Support for easy locale translation Labor management** Optimized labor performance Supervisor-initiated delays User-definable fields Improved performance in reporting Cycle count New Query options** Easier RF counts** Android support Web RF Physical Inventory** Manufacturing enhancements Tighter LN integration** Enhanced XA integration** Production line replenishment** Healthcare enhancements Multiple UOM support** Enhanced Lawson integration** SCE Metadata for reports Role-and-industry-based BI Integrations Infor LN Infor M3, SX.e Infor LX, XA, System 21 Infor CSI Infor Lawson Cloud enablement Multi-tenancy* Automation, administration, IFS* Security scans* Infor Discovery Guide: Supply Chain Management 114

115 Infor GT Nexus Commerce Network It s said that 80% of your supply chain data lies with trading partners. The Infor GT Nexus Commerce Network links buyers, suppliers, banks, carriers, and 3PLs in the cloud for community collaboration, visibility and supply chain transformation, supporting over $500 billion in global commerce each year. Benefits Promise and deliver with precision Enable accurate delivery and responsive execution of sales orders to satisfy customers and maximize profits. The Infor GT Nexus Commerce Network expands inventory visibility and increases collaboration to address volatile demand. Improve the financial health of your entire supply chain GT Nexus blends procure-to-pay automation and supply chain finance to reduce direct procurement costs, increase cash flow visibility, improve working capital, support supplier health, and shorten cycle times. Optimize multi-modal logistics Optimize multi-modal, end-to-end transportation by linking upstream and downstream planning, partners, and processes. Reduce network-wide transportation spend, manage global transportation complexity, and improve customer service. Achieve responsive supply and demand alignment Connect to supply chain partners with better visibility and collaboration across inbound supply chain processes. Reduce inventory, remove variability, create an agile supply chain, and reduce costs through the power of the network. Infor Discovery Guide: Supply Chain Management 115

116 Release headlines Headline feature Description Value impact User Experience Enhanced entire GT Nexus application user interfaces on web, mobile, and widgets with Infor SoHo user interface design. GT Nexus applications gain a more unified look-and-feel consistent with Infor design and UX guidelines. GT Nexus Mobile Newest features include: Confirm, cancel and decline orders, inventory visibility (Watchtower), fingerprint authentication, PDF sending, file attachment from 3rd-party document stores, and single sign-on support. Monitor and manage your supply chain on any mobile device with the power and simplicity of the Infor GT Nexus Commerce Network. Exceptions Workboard Centralized exception visibility that will span all GT Nexus platform applications. Currently includes: Inventory, Factory Management, Order Collaboration, and Supply Chain Visibility. Manage by exception and respond to supply chain issues faster, with trackable progress to improve resolution and less manual effort. Homepages & Widgets A user-configurable GT Nexus dashboard that can be assembled from standard widgets to display summary details from various processes. Continued adoption of Infor design improves user experience and productivity for GT Nexus customers. Supply Chain Traceability A single visualization of the movement of serialized or lot-based items moving through the supply chain. Track individual, serialized items on orders and shipments to support more accurate recalls, and data collection from sensor-based tracking programs. Infor Discovery Guide: Supply Chain Management 116

117 Release headlines (cont d) Headline feature Description Value impact Predictive ETA Advanced data science and machine learning drive more accurate and self-adapting shipment ETA projections across extended supply chains. Improve customer service and supply chain coordination with greater accuracy in transit time projection and ETA updates. LiveOcean Real-time status shipment updates through maritime vessel GPS tracking tied with order and item information to provide visbility into the status of inventory in transit. Geo-fencing capabilities trigger events when the shipment passes a specified location. Provides a better, more accurate picture of where shipments and goods are and when they will arrive. LTL Rating and Shipment Planning Transportation Management can now be used for LTL truck shipments, with the addition of SMC3 (third-party) subscription. Broadens GT Nexus Transportation Management capabilities for domestic transport, joining ocean, air, and truckload. VGM (SOLAS) Generates critical compliance documents that confirm Verified Gross Mass for filled containers being shipped on ocean-going vessels. Maritime regulations now require shippers to file certification of each filled container s weight prior to acceptance of shipment by the steamship line. Visual Itinerary in Transportation Management Visual representation of goods on an order being transported across geographies and modes over time. Easier planning and execution monitoring for transport requests. Easily track order and shipment activity across multiple parties and service providers, including the status of transport plans and transport exceptions. Infor Discovery Guide: Supply Chain Management 117

118 Recent highlights Core features Watchtower Provides an aggregated graphical view of the status of inventory, enabling customers to proactively identify potential issues or quickly navigate to the desired scope and then drill down into live transactional detail to take action. Transporation planner s workbench Visual segmentation of shipment planning status increases efficiency and productivity, helping planners target issues in complex global logistics and prevent delays. Order collaboration and M3 integration Supply chains can react earlier and faster, compress cycle times, collaborate more easily and increase costing certainty. Reduces implementation cost and time. Predictive ETA Machine learning data science applied to shipment ETA accuracy over extended international transport movements. Ocean carbon emissions analysis This is the only pre-built application that allows companies to track their carbon emissions from ocean shipments. Cash flow manager For supplier receivables management. Suppliers can request financing across multiple finance programs (buyer-funded and provider-funded) simultaneously. Optimization engine determines the best invoices to discount. LiveOcean Real-time status shipment updates through maritime vessel GPS tracking tied with order and item information to provide visbility into the status of inventory in transit. Geo-fencing capabilities to trigger events when the shipment passes a specified location. Infor Discovery Guide: Supply Chain Management 118

119 Recent highlights (cont d) Industry features Factory location certainty Ensure supplier compliance by verifying carton-packing takes place in a certified supplier location. Detects possible non-compliance through production at non-approved facilities. Platform Homepages & widgets Homepages are user-specific dashboard summaries assembled with standard widgets. Can be customized by roles or users and may be private, shared with the company, or open to community use. First sale automation Enables supply chains to accelerate First Sale duty savings programs, streamline reconciliation and review process, and maximize savings. Issue management Enables customers to manage by exception so they can respond to issues faster. Reduces manual efforts to free time for more value-added work. Supply chain traceability Beyond tracking an item on orders and shipments, users can see logistics and transactions for an individual item. Improves ease of recalls and implementation of IoT-device-tracking programs with a single system for individual, serialized items data. Onboarding portal Improvements for supplier onboarding and self-help to reduce professional services needs and costs. Document exchange Key document review workflow for structured interaction. Infor Discovery Guide: Supply Chain Management 119

120 Customer Experience Infor Customer Experience suite powers the end-to-end enterprise sales and marketing process from planning and budgeting to campaign execution, through sales automation and configure-to-quote, to upsell/ cross-sell, customer service, and retention. The result is a personalized and consistent brand experience designed to increase advocacy and engagement throughout the entire customer journey.

121 Infor CRM Infor CRM is an award-winning CRM solution that delivers a complete view of customer interactions across your sales, marketing, customer service, and support teams, so they can collaborate and respond effectively to sales opportunities and customer inquiries in the office and in the field. Benefits Build your funnel, build your forecast, build your business Infor CRM has the right tools to help you manage your sales pipeline, drive opportunities to a close, and have visibility into your sales team s performance. Manage leads and activities from anywhere with full mobile capabilities. Maximize your marketing impact Infor CRM lets you deploy and track marketing campaigns with powerful reporting and analytics. Target a particular market segment with a direct campaign, and monitor its effectiveness from concept to conclusion. Deliver exceptional customer experiences Service and support teams can quickly resolve customer issues and deliver quality customer experiences with Infor CRM. Offer convenient self-service options to customers and get robust reports to ensure satisfaction. Drive your bottom line through insights Reporting and analytics are key to unlocking the power of your data. Infor CRM s powerful analytics of business and team performance help increase individual effectiveness and maximize organizational and customer intelligence. Infor Discovery Guide: Customer Experience 121

122 Release headlines Headline feature Description Value impact Ming.le Widgets Group List widget for Ming.le homepages complement existing data charts with prioritized list of records. Developed initial sidebar widget displaying opportunity statistics of account(s) displayed. Improves value and effectiveness of Ming.le homepages with Infor CRM. Creates framework for Ming.le sidebar widgets for faster development of additional widgets. Performance Significantly improved API performance, reducing data exchange by 85%. Horizontal scaling for job server with clustering support. Improved efficiency of data exports and group management. Creates noticeable speed improvements of common add-ons like Xbar and the mobile client which utilize CRM s API. Improves job architecture for multi-tenant compatibility. Extended ERP integrations CRM-CPQ-ERP support for configured products and certified triple integration with LN. Certified bi-directional master data support for LX and A+. Certified bi-directional quotes and orders with LX. Increases number of cross-sell opportunities and improves CX upsell opportunities. Sales Intelligence Account-based data intelligence identifying accounts with a propensity to buy score and a likely list of products. Provides key account detail, identifying areas of investment for cross-sell opportunities. AnyBOD Upgrades Enables easier and faster upgrades of clients utilizing the AnyBOD functionality to custom configure ION data transfer. Ensures integrity of custom BOD field mappings during upgrade cycles. Infor Discovery Guide: Customer Experience 122

123 Recent highlights Core features User experience Customer service user options Quotes separated from Orders Notes/History and Activity views enhanced per customer feedback Quote and Order entry and edit within Mobile Integration Bi-directional sync of master data, Quotes, and Orders CPQ Configurator for Opps, Quotes, and Orders Run within Ming.le frame Single Sign-on within Ming.le Real-time pricing and ATP with data refresh Geocoding and address mapping for proximity searches and routes Ming.le integration with drill-backs, bookmarks, in-context posts, and dashboard KPI widgets Price and availability API calls System of Record support send sync BODs System of Record support receive process BODs Geocoding and mapping APIs Mobile Combined Outlook Integration and Xbar Entity record web client import Full Ming.le certification Bi-directional certifications with SX.e, XA, M3, LN, Syteline, LX, Visual Office profile management Entity manager Ticket and Defect Activity rates Infor Discovery Guide: Customer Experience 123

124 Recent highlights * Coming soon within the next two quarters Industry features HEALTHCARE Liaison tools Liaison-specific UI/IX Physician database/demographics HOSPITALITY Central guest profile Reservation and stay information Guest value across the enterprise Platform User experience SoHo Workflow process Analytics Advanced Analytics Sales Intelligence* Issue tracking/escalation Physician profiles Activity/appointment logging User dashboards Analytics Return on Investment Liaison activities Top service lines (in-hospital referrals by owned sites of service) Top referring physicians (Employed) Physician network referral tracking (Employed Physicians) Market claims data Top referring physicians (Unaffiliated) Guest preferences at different Levels Guest portal integration Campaign management Infor and OCM campaign support Interaction Advisor for real-time offers that are applicable/specific to a particular guest Integrations Integration Xbar Social interaction Ming.le Infor BI* Configure Price Quote* Cloud enablement Provisioning AMI Upgrade-safe configurations* ION CE Integration Ming.le CE Integration Web UI administration* Sites of service by market Referral volume and tracking (Employed Physicians) Top procedures Claims analysis Data visualization/reporting Infor Discovery Guide: Customer Experience 124

125 Infor Configure Price Quote Infor CPQ provides customers with a complete quoting, ordering, and fulfillment solution that helps them increase sales, cut costs, and differentiate their brands. This imagedriven, easy-to-use solution, delivers fast and accurate quoting and guarantees one vision from order to delivery, while boosting profits. Benefits Facilitates personalization Allows customers to make it easy to select and configure their products, as well as entire systems of products and services. Empowers customers sales channels By allowing reps to provide pricing to end customers, as well as calculate cost, margins, discounts, and price-adders, Infor CPQ drives dynamic pricing models. Automates the quote-to-order conversion process Fulfills manufacturing requirements to the shop floor while also providing the exact same powerful experience within ERP to manage order changes. Enables faster innovation to deliver the perfect order Infor CPQ helps accelerate innovation by eliminating the need for engineering to provide low-value-add, repetitive selling assistance, freeing them to focus on high-value-add innovations in products, styles, and services. Infor Discovery Guide: Customer Experience 125

126 Release headlines Headline feature Description Value impact Collaboration On-Behalf-Of Mode in Enterprise Quoting Allows an EQ user at a customer to impersonate a user who is a salesperson at a dealership so that they can collaborate to create complex configurations and quotes quickly and easily. Provides a tool within the CPQ solution that accelerates the sales process, allowing customers dealer sales networks to produce more quotes, increasing sales. Quoting Analytics in Enterprise Quoting Addition of new quoting analytics widgets containing data on win/loss percentage, close ratio and outstanding quotes that can be displayed on Ming.le home pages as a dashboard. Gives customers sales leaders visibility into their direct and channel sales activity, as well as provide added value to their dealer network. Support for Multiple Operating Units in CPQ Configurator Allows a single instance of Enterprise Quoting to support multiple instances of Configurator, which is essential for customers with multiple operating units. Essential for viability of hybrid CPQ solution with Enterprise Quoting Cloud with Configurator on prem, speeds the path to the cloud for customers. Visual Product Catalog in Enterprise Quoting First Phase of Addition of a Visual Product Catalog to Enterprise Quoting that offers an intuitive, B2C product selection experience. Provides customers with a flexible, visual reference catalog displaying rich, value-add content that will help them build and differentiate their brand. Enterprise Quoting support for access to Quoting Data in the Cloud Gives EQ customers access to CPQ quoting data in raw, machine-readable format for integration into their internal BI applications. Gives customers same access to their CPQ data that they have on prem, removing a major concern we have heard around moving to the cloud. Infor Discovery Guide: Customer Experience 126

127 Recent highlights Core features Industry features Platform Self-service quoting and ordering portal Dynamic proposal generation Powerful, easy to use configuration engine B2C-type product catalog Document Automation 2D Design Automation 3D Design Automation Dynamically generate configuration-specific 3D models based on user entered features, options, and dimensions Supports both the manufacturing and selling experience Quote to fulfillment solution Deep ERP integrations Supports creation of warranties and user manuals Manufacturer/Dealer collaboration tools Workflows for pricing and configuration approval On-premise and multi-tenant cloud Mobile anytime, anywhere access Fully extensible Configuration Design Tool Enterprise Quoting Design Tool Infor tech stack adoption Ming.le IDM Infor BI (Birst to Replace) ION Infor Discovery Guide: Customer Experience 127

128 Infor Contract Lifecycle Management Infor Contract Lifecycle Management improves the creation, negotiation, execution, and management of contracts throughout their development. With an intuitive user experience, Infor CLM accelerates and streamlines all enterprise contract processes, helping to shorten sales cycles and reduce costs. Benefits Deliver as promised Infor CLM s attribute-centric approach helps you deliver on your commitments as promised by efficiently monitoring key terms in the contract. Get an informed perspective Offering data insights beyond the contract that is in development, Infor CLM draws comparison to similar contracts in order to support informed decision-making. Optimize value By tracking margin impact throughout the contract lifecycle, Infor CLM lets you quickly assess proposals and maximize value without reviewing documents individually saving time and money, and providing clarity into negotiations. Boost efficiency and user adoption Providing an intuitive, consumer-grade user experience that is optimizedfor all devices, Infor CLM is easy to learn. The application s templates can be customized so that users can generate differentiated documents with ease. Infor Discovery Guide: Customer Experience 128

129 Release headlines Headline feature Description Value impact Support for Hybrid Ming.le Environments Support both ST and MT access to Infor Contract Lifecycle Management (CLM). Most customers will have a combination of Single Tenant and Multi Tenant Environment. This change enables those customers to access CLM from their Single Tenant Environments without customizations. Integration Framework Support for integration with other Infor and non-infor products through a framework that is designed to consume BODs. Most customers have many applications, this framework provides the key to integrating CLM with those applications. Consume Customer Party BODs from M3 The first integration built to take advantage of the integration framework was our ability to consume the CustomerPartyMaster, BillToParty, ShipTo Party, and PayFromParty from M3. The ability to consume customers from other applications like M3 allows CLM to use existing data as the starting point for its contracts. Infor Discovery Guide: Customer Experience 129

130 Recent highlights Core features Contract creation Guided creation Contract management Search Enabled Attribute based Status Tracking Agreement versions Contract Version Tracking Related agreements Document Upload Agreement History Dynamic Contract Generation Clause Library Microsoft Word support Contract negotiation ION Workflow for Approvals Approval Notifications ( , application and mobile) Contract execution Electronic signatures Legacy Ink Signatures CLM Core Design Role Based support Fine grained permissions API Driven Template based Parties, People, and Addresses Track workflow status Contract collaboration using sharing and drillbacks Infor Discovery Guide: Customer Experience 130

131 Recent highlights (cont d) * Coming soon within at least two quarters Industry features Discrete manufacturing Share contracts using Social Collaboration Tools Platform User experience SoHo compliant. Intuitive and easy-to-use. Ming.le 12 HomePages* Sales Contract/Pricing Agreement Dynamic Party Information Distribution Sales Contract/Pricing Agreement Detail Status Tracking with user actions Supporting point Supporting point Supporting point Analytics Contract Lifecycle Dashboard Contextual Widgets* Integrations Infor CPQ* Infor CRM* Infor LN* Infor CSI* Cloud enablement Infor ION CE Enabled Infor Ming.le CE Enabled Cloud 2.0 certified Infor Discovery Guide: Customer Experience 131

132 Infor Marketing Resource Management Infor Marketing Resource Management helps you better plan, execute, and monitor multi-channel marketing campaigns. Features include: digital asset management, resource management, project management, budget and cost tracking, creative approval processing, capacity planning, workflows, and analytics. Benefits Streamline key processes Infor MRM enables you to rationalize key marketing processes and establish centralized automation and best practices to optimize your internal marketing activities and ensure compliance with industry regulations. Gain enterprise-wise control With Infor MRM, you gain mastery over your marketing calendar, financials, marketing workflows, and digital asset library. Robust business intelligence tools generate contextualized, actionable reporting data. Improve time-to-value Designed to be easy-to-use, intuitive, and flexible, Infor MRM accelerates user adoption rates and enables fast implementation in any marketing organization. Your team will be up and running quickly, saving you time, costs and headaches. Enhance and accelerate collaboration By streamlining the critical and time-consuming process of moving content from the creative team, to final production, to out in the market, Infor MRM provides a virtual creative showroom for collaboration, correction, and approval. Infor Discovery Guide: Customer Experience 132

133 Release headlines Headline feature Description Value impact Marketo Integration + strengthened OCM integration Push MRM Campaigns and Activities to set up Programs with and landing page Assets in Marketo. Improves team productivity and quality by eliminating double entry of data between MRM and execution engines. Better visibility in MRM of execution status and results. Bottom-up Financial Planning via Estimates Create templates for expenditure by Activity Type, then use these in Activities to plan spending, request and perform financial approval, and eventually realize into POs and Invoices. Adding a review process to financial spending means planning can be more creative and accountable; templating of spending reduces data entry and better enforces process; Flow through to POs increases productivity by saving data entry and improving accuracy. Web and Video Proofing Asset proofing functionality to better cater for of these content types by addressing their key characteristics of time (for video) and interaction (for web). Allows marketing teams to better work with capture the annotation process for content. OS Adoptions (ION API, Birst, SoHo) Adoption of key items of OS: ION API to secure our own APIs, Birst as base reporting solution, and into a superior BI tool, and new SoHo interfaces. Consistent suite experience. Mobile Experiences Tasks and Approvals Building mobile experiences for specific targeted modules which tend to see users away from desktop work. Includes mobile home page and widgets, Tasks, and Approvals (including annotations). Allows users to be productive in different contexts such as commuting; great User experience for executive users in approval processes, who favour ipad use. UX/UI Improvements Reskinning or rebuilding older interfaces as appropriate, along with UX improvements made by adding missing scenarios an smoothing difficult processes. Greater productivity from users from the better UX. Reduced training costs for our clients due to more intuitive UIs. Infor Discovery Guide: Customer Experience 133

134 Recent highlights Core features User experience Html sign off management/ summary screen Better filtering in html task lists New home page, login, nav and widgets Customer productivity features Activity upload Campaign upload Activity people Commitment accruals Platform Silverlight replacement Financial year admin Html workflow screen Gantt workflow Digital asset library file uploader Bootstraped sign offs and sign offs, own, own list Deep links from s to activities and sign off decisions Hiding redundant options in admin New update file version modal Value-added tasks Sign off management tasks Sign off decision tasks Ad-hoc sign off tasks File upload tasks New notifications, including task ready to start Enter time against sign off decision and management tasks Task ready to start notifications Consistent rules around inactive users and hierarchies in tasks and activities Grouping and filtering additions to manage work screen Daily time entry Simplify the product/replace eforms Send activity to sign off or Sign off tasks Activity files + actions Allow campaign file upload without a folder My activities screen Activity export/word merge Link between campaign and activity files Analytics Documenting base reports Integrations REST Architecture User API Activity API Campaign API SAML2 Single Sign On Other AWS Migration Updates to Session Key and TLS Events/Auditing/Notifications Architecture (In Progress) Infor Discovery Guide: Customer Experience 134

135 Infor Interaction Advisor Infor Interaction Advisor is a real-time decision-making application that identifies the next best and most relevant campaign to present to each customer at any integrated customer touch point. With this easy-to-use application, you can maximize every customer interaction with the highest impact message or offer. Benefits Drive intelligent interactions Infor Interaction Advisor is a self-learning application that can suggest the best campaign to present to a customer at any touch point, including next-best action, cross-sell, and retention offers. Make real-time decisions Ensure that appropriate campaigns are presented based on the buyer s journey stage through dynamic profiling and split-second determinations, including qualification and governance decisions. Democratize your data Infor Interaction Advisor s predictive models are continually updated with customerspecific information as well as data learned across all customers, in order to help form the next best action for future decisions Optimize s upon open Infor Interaction Advisor optimizes content when the is opened, not when the was sent, ensuring that each customer is individually getting the most relevant content, making the most of time-sensitive offers and information. Infor Discovery Guide: Customer Experience 135

136 Release headlines Headline feature Description Value impact Tech Stack Modernization Certify the many platform products to recent releases. The Product Support Matrix can be found by contacting Infor Xtreme Support. Certifed products that are supported by partners encourages upgrades. New Features & improvements Add customer requests and market requirements: Campaign Improvements -Re-enable Search by Name functionality -Editable campaign descriptions -Search by communication Performance Improvements -Redeploy package performance improvements -SendHttpRequest Timeout performance improvements -Export to Excel Infor Certifications -Ming.le 12 improvements Security Improvements Provide functionality based on direct customer requests and market requirements. Infor Discovery Guide: Customer Experience 136

137 Release headlines (cont d) Headline feature Description Value impact New Installers Update the installers to provide a better user experience and enable future automation and enable silent installers. Better user experience for customers during implementation and upgrade. Security Scan Update Continued security scans and remediation for identified issues. Continued focus on securing data in the best manner defined. Performance Testing Continued performance tests execution and updates. Continued cloud investment improves customer experience. Infor Discovery Guide: Customer Experience 137

138 Infor Omni-channel Campaign Management Get the right solution to plan, execute, and monitor your outbound, direct marketing campaigns across every customer contact channel. With Infor Omni-channel Campaign Management, you ll be able to easily analyze your customer data to find the best customers for a single offer. Benefits Intelligently segment customers Infor Omni-channel Campaign Management delivers multi-segment and omni-channel support. Create queries and segmentation schemes that apply demographic and transactional data, campaign history, model scores, and other filters. Keep customers engaged In addition to calendar-based campaigns, customer actions set off real-time triggers and events to ensure that targets receive the right combination of content, using permission-based, single-use or multiwave campaign execution against each customer s preferred channel. Third party list management Manage acquired lists and systematically conform to usage agreements at the customer or list level. Seamlessly understand campaign counts in the integrated campaign execution. Put your data to work With advanced data mining, the solution assesses profiles, influences, trends, Bayes probabilities, and cluster analysis to provide scoring. Closed loop analytics are available in an easy-to-use interface, with drill-down options for more detail. Infor Discovery Guide: Customer Experience 138

139 Release headlines Headline feature Description Value impact Customer Upgrade Support Diagnose, and in some cases resolve, open issues found during the customer upgrade process. Help customers upgrade to new versions of software. Recent Releases Add customer requests and market requirements New Campaign Homepage -Customizable dashboard functionality -Drill down navigation New program workflow -Includes pause, cancel, restart capabilities -Modify creative - notifications -Campaign count at every stage -Default channel on communication and cell -Remove one-minute delay restriction -Minute, hour,and day delay -Calendar date and time throughout journey -Color-coded channel indicators -Compare two date fields External List Management -Expiration list management -Usage management at customer level. Segmentation -Communication and segement search -Safe undo -Segment counts -Financial KPI display -Muliple list support -Control group usability improvements -Clone Segment functionality -Segment output file download Provide functionality based on direct customer requests and market requirements. Infor Discovery Guide: Customer Experience 139

140 Release headlines (cont d) Headline feature Description Value impact Recent Releases (cont d) Filter improvements -Drag and drop add, edit, and delete filters -Counts at each filter level -Copy filter Personalization -Ability to personalize content based on customer attributes content Editor -HTML and text s on same page -Safe undo for each -Drag and drop images -Drag and drop files - content master default locale Real-time results -Delivery rate -Customer actions Usability Improvements -Updated look and feel -Performance improvements throughout -International language update -Ming.le update -Hourly log file generation -Extend content visibility -Expand fields -Default selection reset Security improvements Provide functionality based on direct customer requests and market requirements. Infor Discovery Guide: Customer Experience 140

141 Release headlines (cont d) Headline feature Description Value impact Tech Stack Modernization Certify the many platform products to recent releases. The Product Support Matrix can be found by contacting Infor Xtreme Support. Certifying products that are supported by partners, encourage upgrades within our customer base. Performance Testing Continued performance tests execution and updates. Continued cloud investment; improves customer experience. Security Scans Update Continued security scans and remediation for identified issues. Continued focus on securing data in the best manner defined. Infor Discovery Guide: Customer Experience 141

142 Financials & Performance Management Whether you re an enterprise-sized organization or a small-to-medium sized business, Infor s financial and performance management solutions offer innovative design, forward-thinking technology, and high adaptability to help manage complexity, accelerate growth, and keep costs and risks under control.

143 Infor CloudSuite Financials Infor s financial management solution gives you fully integrated, end-to-end capabilities delivered with multiple deployment options including muli-tenant, or on-premise all infused with deep industry-specific functionality. Role-based, data driven, consumer-inspired, and mobile enabled, it s the financial management solution you would build for yourself. Benefits Expand data usability Use Infor CloudSuite Financials global ledger as a data warehouse, importing both financial and non-financial data to drive strategic business decisions. Meet complex reporting requirements Create an unlimited number of ledgers to store adjustments, eliminations, currency gains or losses, and allocations. Define unlimited attributes Add new dimension strings and tailor them to your business or industry. Define unlimited attributes on any field or transaction within any process and report on them. Work anywhere, from any device Access it anywhere, anytime using any number of mobile devices. Your employees can work securely on the go, which can help speed decision making and increase employee satisfaction. Infor Discovery Guide: Financials & Performance Management 143

144 Recent highlights Core features Role-specific homepages Role-specific menu navigation Role-specific actions Predefined wizards Field level auditing Real-time, in-context analytics Security profiles Alerts and notifications Enhanced capabilities Gloabal ledger Receivables Grant accounting Cash management Treasury management Reconciliation management Student activity management Extended mobility GLN standards Payables Project ledger Asset accounting Global general ledger Unlimited financial calendars allow you to accommodate different fiscal year ends and other reporting requirements. Unlimited ledgers and basis reporting allow you to deliver financial information for regional regulatory requirements, management reporting requirements, consolidations, or other reporting needs. And, unlimited dimension strings allow you to customize the information you track and report on for your organization, including non-financial data. Cash position, forecasting, reconciliation, and analysis Get a single solution with comprehensive cash functionality designed to strengthen your banking relationships and improve the efficiency of bank reconciliation processing. You can monitor cash positions, create cash forecasts, and validate actual transactions against forecasts. Receivables Real-time visibility into customer payments and approval processes allows you to effectively monitor and escalate disputes, helping your organization transition away from manual cash processing to lower cost, higher control automated cash applications. You get comprehensive functionality for managing customer maintenance, cash processing, cash application, dispute resolution, and credit management. Payables Move away from manual, paper-based purchasing to lower cost, higher control automated purchasing with comprehensive payables functionality, including vendor maintenance, invoice processing, payment processing, and regulatory reporting and compliance. You ll be able to streamline labor intensive invoice processes with real-time visibility into vendor invoices and approval processes. Close and reconciliation management Establish a single close process across your entire organization and make manually maintained operational checklists a thing of the past. Built-in process flows for approval and prebuilt dashboards by period, process, and sub-process increase efficiency and reduce errors, while the ability to easily slice and dice data helps you better support both routine reporting and executive decision making processes. Web-based information systems also mean that anyone with a need to know can access information any time from virtually anywhere. Project ledger Get complete, end-to-end project accounting for capital projects, cost, and revenue activities and efficiently manage day-to-day grant transactions. Flexible enough to track many types of both internal and external projects, CloudSuite Financials project ledger capabilities help you effectively manage the accounting of all your projects from inception to completion on budget and on time. Lease accounting Infor Discovery Guide: Financials & Performance Management 144

145 Recent highlights (cont d) Core features (cont d) Industry features Platform Asset accounting Manage the depreciation calculations and reporting requirements needed to satisfy general ledger tax and all other depreciation books for fixed assets with CloudSuite Financials asset accounting features. You get fast, easy access to key asset information such as book value, location of assets, inventory costs, lease cost, and depreciation values. You can configure asset definitions by department, cost center, or location, while also complying with current accounting standards and reporting requirements. Lease accounting CloudSuite Financials gives you an entire lease accounting process from creating assets to making payments that s simple, connected, and accurate. You can share assets, reduce purchases, and effectively manage department costs through informed decisions about equipment purchasing and leasing. Real-time access to information allows you to efficiently manage your assets and payment processes, while reducing costs and the risk of fraud. Industry-specific configurations with functionality built-in, not bolted on Healthcare Hospitality Retail Public sector (non-federal) Professional services Non-profit Media and entertainment Banking Insurance Financial services Service industries CloudSuite Financials gives you deep analytics, advanced collaboration, and powerful development tools all with a mobile-first design, open source compatibility, and robust integration capabilities that make unified management a reality. Supports the most recent version of Infor ION CE Proven integrations with Infor Lawson Clinical Bridge Multi-tenant cloud and on-premise deployment options Infor BI Infor Process Automation Infor Mingle and Infor ION Infor Enterprise Search Infor Enterprise Asset Management (EAM) Supports Infor OS Cloud and on-premise deployment options Supply Chain Execution (SCE) Infor Document Management (IDM) and IDM Output Management Vertex and One Source Tax Engine integration Infor Local.ly Infor Discovery Guide: Financials & Performance Management 145

146 Infor Supply Management Infor CloudSuite Supply Management is a complete source to settle solution that gives you full visibility of indirect spend and helps you identify opportunities to control it by increasing compliance and leverage with suppliers. The results? Greater efficiency, stronger supplier relationships, and lower costs. Benefits Manage the entire spend life-cycle Effectively managing the full source-to-settle process is essential to optimizing spend. Infor CloudSuite Supply Management gives you fully integrated, comprehensive capabilities for managing the entire spend lifecycle, from source, move, and purchase to maintain and consume. Empower decision-making with data science Advanced analytical capabilities, powered by Infor OS, Birst, and data science, can help you uncover consolidation and costsavings opportunities you might previously overlooked. Get industry-specific tools Infor CloudSuite Supply Management combines deep industry-specific functionality with flexible deployment options to give you a solution that matches your needs without complex and costly customizations. You get a solution that can cover today and whatever might be next. Leverage role-based empowerment Built to empower the end user, our role-based application allows users to configure and personalize Infor CloudSuite Supply Management to fit their needs. Role-based homepages, for example, bring all relevant information to one place for a user to interact with, providing them with faster insight into information specific to their role and what they need to do their job. Infor Discovery Guide: Financials & Performance Management 146

147 Recent highlights Core features Industry features Platform Role-specific landing pages Role-specific menu navigation Role-specific actions Predefined wizards Field level auditing Real-time, in-context analytics Security profiles Alerts and notifications Verticalized capabilities Requisitioning and punch-out Product recall Receiving and delivery Standardization for contracts Industry-specific configurations with functionality built-in, not bolted on Healthcare Hospitality Retail Public sector (non-federal) Professional services Non-profit Media and entertainment Banking Insurance Financial services Service industries (non-project invoicing) Supports Infor OS Proven integrations with Infor Lawson Clinical Bridge Cloud and on-premise deployment options Extensible & configurable Bid analysis Supplier portal Supply utilization at point of use Visibility of surgical instruments Inventory and distribution management Extended mobility GTIN standards Mobile applications Infor Discovery Guide: Financials & Performance Management 147

148 Infor Dynamic Enterprise Performance Management (d/epm) Infor Dynamic Enterprise Performance Management (d/epm) gives you the intelligent business and financial performance management capabilities that will help drive overall business performance more effectively. With Infor d/epm, you ll experience in-depth insights so you can make more informed and perceptive decisions across your enterprise. Benefits Gain deep insight and visibility Transform information into actionable insights. Make data your competitive advantage. Get current views of your performance to speed decision-making and unlock siloed data between enterprise applications. Unify disparate systems By combining planning, budgeting, and forecasting in a single system, you get better business modeling and an agile platform for your operational planning, workforce budgeting, and sales estimates. Optimize your workforce planning Infor d/epm Workfork Planning can help you optimize your headcount- both direct and indirect labor; taking into account key factors as seasonality, new product introduction, economic changes, and talent onboarding times. Speed your time to value Leverage delivered solutions along with packaged connectors to Infor applications to simplify data integration and implementations and get a faster ROI on your ERP investment. Infor Discovery Guide: Financials & Performance Management 148

149 Release headlines Headline feature Description Value impact Workforce planning Optimize headcount / FTE for direct and indirect labor requirements. Driver and weight-based forecasts for indirect labor. Both top-down and bottom-up planning. Headcount planning for new product introductions. Reduce labor expenses by ensuring the right person, with the right talent is in the right place at the right time. Quickly identify gaps in top down bottom up. Respond to economic trends and seasonality to determine ideal headcount and hiring times. Workforce budgeting Updated workforce budgeting capabilities built on the d/epm Platform technology platform. New scenario capability and employee dashboard. Rounds out budgeting capabilities for workforce, including budgeting for vacancies and step and grade requirements. Create what-if scenarios for salaries, benefits, and other employee-related costs to determine ideal plan. Decision packages Budget by intiatives including capital, operational, and additional required labor. Plan multiple versions of intiatives to match available funding sources. Rank and approve the initiatives. Only the approved decision packages impact the budget. Updated workflow capabilities Workflow by individual or group; optionally require commentary on updates; ability multi-step approval processes. Ensure efficient approval processes. Simplify budget process with seeding budgets and require comments for any modifications. Infor Discovery Guide: Financials & Performance Management 149

150 Recent highlights Core features Budgeting and planning Pre-defined financial core Extendable through embedded sub-plan capability Workforce budgeting Budget workforce by position, job with FTE, headcount Step and grade tables Fiscal and rolling forecasting Compare multiple scenarios Decision packages Allocations across cost centers Workbook wizard Financial consolidation Production of consolidated financial statements Intercompany elimination entries Strategy management Goals, strategy, and tactics Compare plan to actual results Use dynamic attributes for additional contextual information Currency translations GAAP and IFRS reporting Capital planning Asset and depreciation calculations Decision packages to select intitiatives Infor Discovery Guide: Financials & Performance Management 150

151 Recent highlights (cont d) Industry features Healthcare Powerful and flexible platform Platform User experience Ming.le enabled Extend through sub-plans Updated user interface Workforce budgeting Workforce scenario planning Step and grade salary tables Public sector Powerful and flexible platform Workforce budgeting Workforce scenario planning Step and grade salary tables Decision packages Decision package ranking All industries Powerful and flexible platform Budgeting, strategy management, and consolidation on single platform Technology Built on Infor d/epm platform In-memory database Integrations Infor Cloud Suite Financials 11 Lawson (S3) Enterprise Applications 10 SunSystems LN, M3, XA Syteline 9 BI and reporting Built on Infor d/epm platform Reporting and dashboards Self-service reporting Workforce budgeting Workforce scenario planning Step and grade salary tables IFRS Notes package Infor Discovery Guide: Financials & Performance Management 151

152 Infor Risk & Compliance Navigating risk in complex business environments requires system-wide visibility, evaluation, and response. Infor Risk & Compliance helps private and public sector organizations monitor and analyze transactional and master data, as well as user access and application security data. Benefits Experience cross-application monitoring Gain holistic view of critical data. Perform can-do and did-do analysis of data from business applications and ERPs against the controls that have been set up by business process owners. Manage all four control types Collect and analyze permissions and applications security data, as well as transactional, master, and configuration data. You can mitigate a variety of risks from fraud to overpayments, wasteful business activities, and excessive compliance costs. Leverage closed-loop remediation of exceptions Dashboards and reports can be personalized by role, letting users track key risk and performance indicators to quickly understand the financial impact of each exception, prioritize follow-up, and track results. Reduce internal controls risk and lower compliance costs Continuous monitoring for 100% of applicable user access and financial transaction data leads to more efficient risk management and lower cost compliance. Infor Discovery Guide: Financials & Performance Management 152

153 Recent highlights Core features User access and application security Authorizations insight Access Manager Certification manager User activity insight (SAP) Transaction monitoring Procure to pay insight General ledger insight Order to cash insight Inventory insight (Infor Lawson) OFAC insight (Office of Foreign Assets Control) Payroll insight (Infor Lawson) Configuration monitoring Configuration insight (SAP, Oracle, PeopleSoft) Security Single sign on off User management Single sign on login screen Integration Infor Ming.le Infor ION Data extraction Built-in support for Infor ERPs; Infor Lawson, Infor LN, Infor SunSystems, Infor Syteline Built-in support for SAP; ECC, SRM, CRM, BI/BW, SCM Built-in support for Oracle EBS including RBAC Built-in support for PeopleSoft Data analysis Scheduled analysis based on time or extraction schedule Automatic reporting and alerting Dashboards Collaboration Tasks Workflows Conversations alerts Extensibility framework Customize existing rules Extend existing insights with new rules Build custom insights Connect to any data source IMG insight (SAP) Infor Discovery Guide: Financials & Performance Management 153

154 Recent highlights (cont d) Industry features Business performance management Elminate SOD issues Track sensitive access Proactively evaluate ERP access against business controls for effective provisioning Perform quarterly attestations Identify not only potential fraud, but actual fraud Fraud management Detect procurement and vendor fraud Bribery and corruption Unauthorized employee reimbursements Non-compliant travel expenses Accounting fraud Asset misappropriation Compliance management Baselined critical configuration settings and monitor for changes Audit management Always create audit trails Audit reports Internal audit External audit User access management Monitor users access to relevant applications Perform what-if? analysis on proposed changes to permissions Attain approvals through workflows on changes to permissions Provision actual changes to permissions, with audit trails Platform User experience SoHo look and feel HTML5 Integrations Prebuilt integration to Infor applications using ION and BODs, including: Infor Lawson, Infor LN, Infor SunSystems, and SyteLine Prebuilt adapters for SAP Cloud enablement Part of CloudSuite A&D Compliance FISMA on-going FedRamp on-going 508 on-going Infor Discovery Guide: Financials & Performance Management 154

155 Infor Expense Management (XM) Infor Expense Management is the most flexible and configurable travel and entertainment (T&E) expense management solution on the market. It s easy to maintain, efficient to use, and supports mobile usage and social collaboration. Eliminate manual processes, while managing employee-initiated expenses while on the go. Benefits Streamline the expense reporting process Infor Expense Management features a modern, beautiful user-experience design that streamlines all phases of the expense reporting process, so you can reduce the time and cost of creating, approving, and processing employee-initiated expenditures. Act quickly on alerts With alerts and automatic analysis capabilities, you can nip policy violations in the bud and uncover hidden opportunities. The system alerts employees to violations as they enter data, so they can provide explanations or make corrections. Maintain security For companies subject to the Sarbanes-Oxley Act of 2002, Infor Expense Management has obtained clean SSAE 16 (formerly SAS 70) reports every year since 2004, satisfying adherence to the most stringent SOX requirements. Remain in compliance Expense Management can help you maintain compliance with many countryspecific compliance mandates. With PCI compliance, you can protect sensitive employee credit card data and meet PCI DSS standards, as well as maintain ISO and SOC 1 compliance. Infor Discovery Guide: Financials & Performance Management 155

156 Release headlines Headline feature Description Value impact New user interface Streamline all phases of the expense reporting process with Infor Expense Management s modern and beautiful user experience. Improve the way you track, analyze, and control employee-initiated expenditures to realize important opportunities for cost savings. Redesigned mobile expense reports and timesheets Both mobile expense reports and timesheets applications for ios and Android phones and tablets have been redesigned through a collaboration between Infor Hook & Loop and our customers. Improved end-user mobile experience to more effectively create expense reports and timesheets on the go. Corporate credit card updates Corporate credit card functionality now includes ability to: Filter credit card transactions for employees who are multiple card holders. Change expense type for multiple credit card transactions at once. View other credit card transaction fields, like the merchant city and the merchant state. End users can more easily analyze and edit the expense type of their American Express, MasterCard, Visa, or Diners Club credit card transactions to quickly select their transactions and populate their expense report. Guest entry enhancements Guest entry functionality has been enhanced to: Quickly add guests from recently added. Auto self-guest configurable by expense type. Indicate number of no show guests. Completing an expense line item which requires adding guests is more intuitive and efficient. Infor Discovery Guide: Financials & Performance Management 156

157 Release headlines Headline feature Description Value impact Predefined mileage routes System administrators can: Link an address to a specific map location within the HTML SAT Tool. Activate and attach these routes to groups within the organizational hierarchy. Indicate if billable. Edit or deactivate the routes. This capability allows companies to pre-define common routes between company locations. This enforces standardization for mileage submissions for reimbursements between these defined locations. Purchase cards (P-cards) Statement date and level 3 credit card details imported through AMEX, Visa, and MasterCard feeds. Completing an expense report for purchase card transactions is simpler and easier. Technology platform updates Support for Tomcat 8.5 Application Server, Windows Server 2016, and Microsoft SQL 2016 (database) Infor XM supports the latest, most stable, and secure platform technology. Infor Discovery Guide: Financials & Performance Management 157

158 Release headlines Headline feature Description Value impact Google Maps Google Maps for mileage calculation has been added. XM users can now use Google maps to determine accurate mileage to expense between point A and point B. New reports New XM reports have been added and existing reports have been enhanced. New reports include fraud detection reports. Infor Reporting offers out-of-the-box template reports that now include reports to help managers and auditors detect employee fraud. System administration tool modernization Additional user panels have been added to support the continued modernization to pure HTML and the Infor Expense Management System Administration Tool (SAT). XM administrators benefit from a more modern experience. Infor Discovery Guide: Financials & Performance Management 158

159 Recent highlights Core features Industry features Platform Credit card interface Purchase card interface Online booking integration Mobility T&E budget controls Digital receipt management Electronic payment processing Multi-currency and multi-country support Back office integration tools Policy controls Guest entry features for Healthcare Sunshine Act Mileage tracking for healthcare and manufacturing Timesheets for project tracking Guest tracking by type for Financials industry Expense claims for healthcare continuing medical education Features to support Foreign Corrupt Practices Act Features to support Sarbanes-Oxley (SOX) and Bribery Act Infor ION Infor Ming.le Enterprise Infor Hook &Loop designed user experience Cloud or on-premise deployment ERP integrations Expense Reports Implementation Accelerator Infor Reporting for operational reporting and analytics Management and auditor reporting and analytics Workflow Infor Discovery Guide: Financials & Performance Management 159

160 Human Capital Management With global competition and market pressure escalating, it s more important than ever to have modern human capital solutions that are up to the challenge. Infor HCM software empowers organizational leaders with the critical tools and information to optimize human resources operations and the workforce.

161 Infor Global HR Delivering the broadest feature set in the industry, Infor Global HR provides unparalleled flexibility and configurability to meet your unique industry and regional needs. Infor Global HR frees your team from time-consuming transactional tasks and enables them to be more connected, proactive, and effective for maximum productivity. Benefits Gain comprehensive functionality With knowledgebased business processes, value-add modules, and Infor Talent Science innovation, you can analyze your workforce strengths, establish performance standards, and identify competency weaknesses. Streamline customizable processes Eliminate the need for custom interfaces between point solutions: use prebuilt, reusable and scalable integrated components to provide timely and accurate employee data to other HR and business applications. Maximize your international workforce Leverage Infor Global HR s 17 pre-built translations and 25 localizations to maximize your international workforce outcomes. Create a tailored and meaningful user experience that addresses the needs of your complex domestic or global organization. Infor Discovery Guide: Human Capital Management 161

162 Release headlines Headline feature Description Value impact Ming.le widgets Convergence on Ming.le 12 with set of HR widgets that can be used in any CloudSuite. Over 40 Widgets now included, giving you the flexibility to access content from your entire footprint. Demonstrable capabilities that are bite size, actionable, and easy to use; strengthens the position of HCM in every deal with consistency in UX, one-stop for cross-functional actions. Extending the core Enhancements and functionality in areas of vacation buy/sell, COBRA adjustment periods, and CloudSuite Financials/Supply Chain integration. Provides continued robustness to core HR processes. Migration tooling Landmark Program to validate existing data and convert/default/migrate Lawson S3 data to pre-load your GHR environment. Generates default custom groups for work assignment, retiree and participant business classes, jobs and positions, and user fields as identified; Lawson only at this time, but we plan to extend to Infinium or non-infor SOR. Significant value to help existing Lawson customers move to Global HR without the perception of a re-implementation; solidifies a path forward for moving to next generation technology and to the cloud. Infor Discovery Guide: Human Capital Management 162

163 Release headlines (cont d) Headline feature Description Value impact Industry specialization Auto-assignment (PS and HC) Use optimization to build schedules with employees based on configurable prioritization, constraints, and preferences. Shift billboard Push shifts to a billboard where employees can pick up additional shifts. Increases depth of industry specialized processes tailored to key industry markets, and provides continued robustness to core workforce management processes. Extensibility (Symmetry, Tracker, LinkedIn) Enhanced the onboarding process within Talent Acquisition through integrations with Symmetry (US tax forms), Tracker (form I9) and LinkedIn. Fills product gaps with recognized capabilities of third-party integrators. Mobile job search and apply Allows a candidate to search for jobs, review job details, fill out a full application and manage their account from any mobile device. Mobile demo expected in sales cycle; at par if not exceeding the competition (flight risk indicator, Ask HR, fit comparison); account executives can demo or handoff to prospects (try and buy). HCM Analytics statement of direction Outlines our direction to (1) enhance our current Infor CloudSuite HCM Analytics solution and (2) shares our strategy for extending our full CloudSuite HCM suite of applications and all Infor CloudSuites through rich visualization with Birst Enterprise Analytics. Shows commitment to our overall HCM Analytics strategy and how we will leverage the Birst Enterprise Architecture, so our customers can achieve a new level of trusted insight and decision making by connecting your data and people via a network of analytics services. Infor Discovery Guide: Human Capital Management 163

164 Recent highlights Core features Global HR Employee safety Industry features Healthcare Leadership competencies Platform User experience Infor Ming.le Business Collaboration Organization and person Structure Behavioral profiles Role-based homepages Supervisory structure Skills, credentials, and licenses Jobs and work assignments Benefits administration Absence management Occupational health Position budgeting Public sector Collective Agreements Labor Relations Leadership Competencies Behavioral Profiles Industrial manufacturing Health and safety Mobile HCM Cloud enablement Extensibility Multi tenancy Global hosting Employee relations Off-boarding Country localizations Infor Discovery Guide: Human Capital Management 164

165 Infor Talent Management Infor Talent Management is an integrated set of applications organically built to support organizations strategic people initiatives. Infor Talent Management unlocks the potential of your organization s talent by letting you identify, hire, develop, reward, and retain the best of the best, all using a single, unified user experience that people love. Benefits Talent Management combined with Talent Science Behavioral DNA : Use a patented scientific approach to analyze individual behaviors to identify the right people Customized job profiles key on specific cognitive and cultural preferences to naturally match employees to positons to optimize all of their potential Power your performance metrics by including fact-based predictive data analytics to maximize workforce ROI Create individualized development and learning plans to set measurable goal assignments and expectations: Uncover characteristics and patterns to provide insight into individual personal success criteria Plan future roles based on an individual behaviors and personal goals aligned to business objectivities Tie key behavior elements to qualification skill gaps to fill critical positions Drive desired outcomes by keeping talent engaged: Match an individual s personality, beliefs, and values with the culture, norms, and values of an organization Help employees stay engaged with behavior science that provides best fit analysis insight and reports (when combined with Talent Science) Manage performance and drive team initiatives collectively and collaboratively towards successful group goals Develop a deeper employee/manager relationship to drive desirable outcomes Support organizational strategic goals: Use the Talent Science approach to change the game from gut feel to evidence-based data decisionmaking when combined with Talent Management Incorporate predictable behavior data to help individuals perform in a manner that supports your business strategy Objectively select, hire, develop, retain, and award top performers who will perform better; stay longer, and achieve desired results Infor Discovery Guide: Human Capital Management 165

166 Release headlines Headline feature Description Value impact Ming.le widgets Convergence on Ming.le 12 with set of HR widgets that can be used in any CloudSuite. Widgets include: manager navigator, RAVE, my approvals, team time off view, notes, and more) Demonstrable capabilities that are bite size and easy to use; strengthens the position of HCM in every deal with consistency in UX, one-stop for cross-functional actions. Extensibility (Symmetry, Tracker, LinkedIn) Enhancement the onboarding process within Talent Acquisition through integrations with Symmetry (US tax forms), Tracker (form I9) and LinkedIn. Fills product gaps with recognized capabilities of third-party integrators. Mobile job search and apply Allows a candidate to search for jobs, review job details, fill out a full application, and manage their account from any mobile device. Mobile demo expected in sales cycle; at par if not exceeding the competition (flight risk indicator, Ask HR, fit comparison); Account Executives can demo or handoff to prospects (try and buy) Infor Discovery Guide: Human Capital Management 166

167 Release headlines (cont d) Headline feature Description Value impact Mobile HCM Ability for employees and managers to perform critical functions anytime, anywhere. Examples include requesting time off, viewing paychecks, finding people, asking HR and managing requisitions; and advanced functions such as comparing and modeling fit-to-role and flight risk. Mobile demo expected in sales cycle; at par if not exceeding the competition (flight risk indicator, Ask HR, fit comparison); account Executives can demo or handoff to prospects (try and buy) Learning Optimization Infor Learning Optimization delivers personalized learning powered by science, to improve performance with optimized learning at a lower cost. Learning Optimization changes the game from gut-feel to data-driven decision-making by providing a solution that scientifically identifies behavioral disconnects and delivers content (books, courses, and personalized coaching) to mitigate such disconnects, thus improving employee performance, while simultaneously reducing the opportunity cost associated with indiscriminate training. Delivering personalized learning powered by science means employees will learn to be aware of, and compensate for, behavioral disconnects to the benefit of their organization and themselves. Combines the power of Talent, Learning and Talent Science to differentiate Infor solutions. Employee performance is improved by learning to be aware of, and compensate for, behavioral disconnects. Transition Management Infor Transition Management supports organizational transitions of any kind including pre-boarding, onboarding, cross-boarding, and offboarding. Organizations no longer require multiple solutions to manage different types of transitions. Transition Management is a component of Talent Management, meaning that everything Talent Management already knows about a person is available during any type of transition. Infor Discovery Guide: Human Capital Management 167

168 Recent highlights Core features Talent management Competency framework Platform User experience Infor Ming.le Business Collaboration Talent acquisition and onboarding Role-based homepages Behavioral and skills fit analysis Mobile HCM Team fit Compensation management Development planning Goals and performance Cloud enablement Extensibility Multi tenancy Global hosting Succession planning Learning optimization Total rewards Team flight risk Infor Discovery Guide: Human Capital Management 168

169 Infor Talent Science Infor Talent Science is a patented, cloud-based predictive talent analytics solution that helps you put the right people in the right positions. By leveraging big data, A.I., and machine learning, Talent Science s predictive models help you hire, develop, and retain the right people for your business. Benefits Smarter recruiting Talent Science identifies candidates who are most likely to be successful employees, allowing you to quickly identify which candidates to spend time reviewing. Remove hiring bias Talent Science provides an objective lens through which candidates can be evaluated and can improve diversity, reduce the time to hire, and reshape your business culture. Improve performance and retention Hiring to the standards that have proven to breed success in your organization means new emloyees are significantly less likely to turnover and more likely to be high performers. Identify your next leaders Talent Science identifies future career opportunities where an employees key strengths are maximized, so you can map and develop new hires to future roles. Infor Discovery Guide: Human Capital Management 169

170 Release headlines Headline feature Description Value impact Next-generation profile creation Advancements in A.I. and machine learning enhance the ability to create predictive models. The predictive models developed within Talent Science now predict business oucomes, such as employee turnover and job performance, with an even higher degree of accuracy. Team dynamics Predictive models now extend beyond a person s fit to a specific job and are now able to consider how individuals interact and work together. How an employee interacts with their supervisor, as well as other employees, is a key driver of their likelihood to be successful. This can now be measured using Talent Science. Simplified candidate experience Completing the Talent Science process has been made even easier with full mobile capabilities, as well a shortened registration process, getting people into the system with greater speed and efficiency. Job candidates and employees can access the system anytime, on any device, and once they do the process has been made as quick and efficient as possible. Global readiness The Talent Science system can now be hosted across the globe and is available in 16 different languages Users can view information in their native language and their data can be hosted outside of the US. Infor Discovery Guide: Human Capital Management 170

171 Recent highlights Core features Talent science Behavioral Assessment Platform Integrations CloudSuite HCM Strategic Leadership Insights Ming.le Team Dynamics Career Pathing / Position Best Fit Behavioral Onboarding Employee Coaching / Development Third-party interoperability: Standardized, out-of-the-box integrations to major Applicant Tracking Systems Background check vendors Resume parsing WOTC Learning content Cloud enablement Extensibility Multi tenancy Global hosting Infor Discovery Guide: Human Capital Management 171

172 Infor Workforce Management Infor Workforce Management is a comprehensive solution that aligns labor management with corporate strategy. Integrated modules address forecasting and budgeting, scheduling, time and attendance, attendance management, and compliance, while encouraging employees to focus on activities that generate more value. Benefits Lower costs and improve profitability Make sure your staffing meets the needs of your business, with tools that facilitate long-term planning connected to shorter-term forecasting to improve profitability. Manage labor and regulatory compliance Spot potential labor issues early, avoid compliance violations, and improve productivity with greater visibility into how you can make better staffing choices throughout your organization. Improve employee engagement Increase margins, while enhancing employee satisfaction by empowering workers to define their availability and collaborate to create their own schedules. Align workforce management processes with corporate strategy Address critical workforce management requirements, like planning, time and attendance, workforce mobility, employee transaction manager, performance management, and compliance. Infor Discovery Guide: Human Capital Management 172

173 Release headlines Headline feature Description Value impact Industry specialization Auto-Assignment (PS and HC) Use optimization to build schedules with employees based on configurable prioritization, constraints, and preferences. Shift billboard Push shifts to a billboard where employees can pick up additional shifts. This can be used in many industries but will be a particularly good fit in retail for last-minute needs, and in healthcare for overtime shift processes. Increases depth of industry-specialized processes tailored to key industry markets and provides continued robustness to core workforce management processes. Shift Billboard in mobility Mobility now supports shifts posted to billboard from both Multiview Scheduler (MVS) and Labor Forecasting and Schedule Optimization (LFSO). Using the Shift Billboard, employees can use their phone or tablet to claim shifts posted by their managers. Employees are able to quickly respond from a mobile device when a manager needs to fill a shift. Concurrent activities and on-call time Workforce Management allows the ability to schedule on-call time with potential concurrent call-back work time. Health care providers and other customers with on-call policies can more easily schedule on-call and work shifts that may overlap the on-call time. Payroll-based journaling (PBJ) Long-term care facilities can now output direct care staffing information based on payroll information as a Workmail message with a Microsoft Excel formatted report for verification and an XML-formatted report which can be used to upload to the PBJ system. Long term care facilities can run this report to provide staffing information that relates to patient care, as required by the ACA. Infor Discovery Guide: Human Capital Management 173

174 Release headlines (cont d) Headline feature Description Value impact Clock server and admin console in the cloud Clock server and admin console can now be deployed in the cloud for our cloud-based customers. Long-term care facilities can run this report to provide staffing information that relates to patient care, as required by the ACA. Customer logos Workforce Management now provides the ability to specify a custom image in place of the Infor logo image on the log-in page and the application header. This is available for the main application and mobility. Customers can personalize their employee self-service experience with their company branding. Employee leave management Supervisors are now able to add, approve, and recall employee leave directly from within the Multi-View scheduler. Supervisors can make informed decisions on employee leave requests in the context of the current schedule, ensuring adequate coverage for leave. Infor Discovery Guide: Human Capital Management 174

175 Recent highlights Core features Workforce management Budget management & creation Industry features Healthcare Central staffing Platform Cloud enablement Extensibility Time & attendance management Workload measurement Global hosting Labor forecasting & schedule optimization Nurse patient assignment Schedule bidding Shift trading Workforce performance premium Workforce relief management Workforce task management Infor WFM mobility Employee transaction manager Workmail/form builder/workflow editor Hospitality Tips and tokes Industrial manufacturing Labor cross-charging Factory Track integration Retail Top performer scheduling Fair scheduling Workloads Assignments Leave management and accruals Mobility Import export interfaces Infor Discovery Guide: Human Capital Management 175

176 Infor Learning Management Infor Learning Management is the only cloud-based platform for you to create, deliver, and report on education and growth initiatives throughout your internal and extended organization. Help employees and stakeholders improve productivity, enhance compliance, and contribute more to the success of your enterprise. Benefits Learn anywhere, anytime Your business and your people work and live everwhere. So should your learning platform. Use Infor Learning Management to give your users access where they are and when they want to learn. Quickly create, deliver, manage, and track learning through a single solution Transform SMEs into content authors who can publish, update, and localize effective and engaging media-rich proprietary elearning content more efficiently. Then, socialize this content to your user base to spread the knowledge. Finally, report on the engagement and results to ensure your programs and curricula deliver the results you need. Work with internal or external users By leveraging Infor Learning Management s flexible architecture and integrated learning content management capabilities, organizations can share knowledge and expertise with both internal and external audiences. Evolve your programs based on insightful information Use robust reporting capabilities to understand which courses and curricula are providing value and which ones need improvement, to deliver the most impactful learning opportunities for your internal and external stakeholders. Infor Discovery Guide: Human Capital Management 176

177 Release headlines Headline feature Description Value impact SoHo user experience overhaul for learners With a consumer-grade look and feel, increased personalization, and more granular roles you can ensure that each user gets what they need from Infor Learning Management. The overhaul includes seamless responsive design for any device. Not all learning happens in a classroom or on a set schedule at work. An LMS should be built to deliver great content anywhere on any device. The SoHo overhaul gives learners a great experience no matter which device they choose to use. Infor Learning Management was reimagined based on how consumers interact with content today. SoHo user experience overhaul for administrators We did not focus only on the learners; the admin users also get substantially increased user experience and responsive design for tablets and desktops. This includes access to the existing content library, the OpenSesame Course Marketplace, or LinkedIn Learning (Lynda.com) library to ensure users have access to the most relevant content. The user experience updates are for all users. We wanted to make it easier than ever to manage content, curricula, user permission, and reports. Branding control While there is a new user experience for everyone, our customers can still brand the system logo and many colors to match their style. This is another example of how Infor Learning Management offers its customers their LMS their way. They have control over what users see and how they see it. Unlimited portals and dashboards The new SoHo styling allows entitled users to expose the courses, documents, and information that matter to different groups of users. There are unlimited dashboards and portals, giving admins granular control over the experience and content available for different populations. This gives your field sales team a unique and personalized portal for them that is different from the engineering group. Your departments, geographic regions, cost centers, and other groups have unique needs that may or may not overlap with one another. Admins and portal designers can customize the information and layout for each population to ensure the LMS works well for each. Infor Discovery Guide: Human Capital Management 177

178 Release headlines (cont d) Headline feature Description Value impact Reporting dashboards Allows key metrics and statistics to be displayed in context for users. This information was previously siloed inside the reporting module. Empower users of all kinds with in-context reporting information that helps them perform better. Use your data and insights to share key metrics and drive even stronger outcomes. Content creator cloud edition We have rebuilt our content creation engine to work completely in a SaaS environment and produce HTML5 content. The user interface was completely redesigned to ensure that all users, regardless of technical abilities, can create courses for their colleagues. Even better: any content produced is automatically mobile responsive for your users on the go. Other LMS systems require you to purchase a separate third-party content creator license. Infor built CCCE into Infor Learning Management for a seamless and cost effective solution. We believe we have the best end-toend solution on the market today. Build content for your global business With the new content creator, your users have a flexible environment to create a common course repository. This gives you a single place to manage all of your courses, including applying multiple languages for a single course. This means you can apply translations and languages to each individual piece of content for your employees in other countries. This is a substantial reduction in administrative burden that takes the pain out of managing a large global workforce. It ensures that all users, regardless of location or language will have the same great experience. Infor Discovery Guide: Human Capital Management 178

179 Release headlines (cont d) Headline feature Description Value impact OpenSesame course marketplace Seamlessly access over 20,000 video-based courses to augment and enhance your existing content offerings. Purchase single courses or packages directly within Infor Learning Management. This new integration helps all customers quickly add video content they need. The OpenSesame Plus package offering also includes content experts, who will help curate the course offerings you select to maximize the value to your learners. LinkedIn Learning (Lynda.com) API integration Infor LMS and LinkedIn Learning customers will be able to access LinkedIn Learning with Lynda. com content through their Infor LMS solution. LinkedIn Learning is designed to combine industry-leading content from Lynda.com with personalized course recommendations, based on insights from LinkedIn s network. Users can select from topics covering leadership skills, time management, problem solving, peer relationships, conflict management, project management, communication and presentation skills. LinkedIn Learning is among the best content providers in the world. This new integration helps all joint customers quickly include this robust and valuable content to their users. They get the benefit of the content they purchased included in their LMS with no additional effort. Tin Can Experience xapi This is a special interface built explicitly for e-learning and content systems to communicate seamlessly and track records for learning experiences. Learning is happening everywhere, and it doesn t always happen inside an LMS. The Tin Can xapi allows the LMS to capture this ongoing learning without any impact on the user. The user gets credit for embracing ongoing education and growth without taking any additional time. Infor Discovery Guide: Human Capital Management 179

180 Recent highlights Core features Learning management Learning content management Platform Cloud enablement Extensibility Advanced certification Multi tenancy Ad hoc reports Global hosting Mobile learning Social learning Integrations Tin Can Experience xapi Infor GHR Infor Talent Management Infor Ming.le Infor Discovery Guide: Human Capital Management 180

181 Infor HR Service Delivery Infor HR Service Delivery is an advanced, multi-tier service platform that helps your organization get more done with fewer resources, which lowers costs. Employees can resolve more than 70% of routine transactions and inquiries without HR intervention, freeing your HR team to focus on highervalue projects. Benefits Create better experiences across the organization Infor HR Knowledgebase and HR Case Management tools allow you to offer better services with fewer resources. Reduce costs and transform HR into a trusted partner. Free HR to focus on more strategic activities Infor HR Service Delivery helps employees quickly and easily answer their own questions 80% to 90% of the time, freeing HR to focus on more strategic activities. Work anytime, anywhere Mobile technology allows your employees to access benefit and policy information, create and manage self-service cases, search the HR Knowledgebase, and submit questions to HR all on the go. Lower costs Infor HR Service Delivery helps you transform HR into a strategic partner and fully engage employees, while lowering annual HR service delivery costs by an average of 20% to 50%. Infor Discovery Guide: Human Capital Management 181

182 Release headlines Headline feature Description Value impact Case Management: Case relationships Parent-child relationships between cases Cases can be related to one another, making tracking and follow up easier and faster Case Management: Quick resolution templates Templates for common case types that should be resolved the same way Consistent resolutions faster Case Management: Chat alerts Alerts to notify chat participants that a) message has been received and b) other person is typing Confidence that case is active and moving towards resolution Knowledgebase: Home page template Masonry tile style layout from Hook & Loop New, modern user experience replaces link farms to increase employee usage and engagement Knowledgebase: Search results page overhaul Updated search results page to produce more accurate results, with a modernized look-and-feel More accurate results means employees can answer their own questions more frequently, further reducing HR involvement Infor Discovery Guide: Human Capital Management 182

183 Recent highlights Core features Hr service delivery Knowledgebase Platform Cloud enablement Extensibility Case management Multi tenancy Client toolsets Global hosting Infor Discovery Guide: Human Capital Management 183

184 Enterprise Asset Management Infor EAM software offers rich built-in functionality, modern technology to help you reach new levels of efficiency, and the flexibility to integrate with other applications as needed. Built on a platform with high uptime and able to handle elastic demand, Infor EAM solutions offer scalability and reliability.

185 Infor EAM Infor EAM is the most configurable asset management solution available for improving capital asset management. Benefits Increase uptime Streamlines the maintenance process to help you extend the longevity of assets, improve productivity, and avoid costly unplanned production downtime. Orchestrate fulfillment Helps you manage inventory so you have the right parts, in the right quantities, at the right place, at the right time. Mitigate service costs Improves warranty management so you maximize your recovery of repair costs. Lower risk Reduces potential safety and regulatory compliance issues. Infor Discovery Guide: Enterprise Asset Management 185

186 Release headlines Headline feature Description Value impact Infor EAM Mobile for Transit EAM mobile application configured specifically for the transit industry and includes linear asset support and the ESRI mobile application. View/update asset details on ESRI maps View/update WO s and initiate new work requests View/update equipment including documentation Track activities and book labor Inspect equipment using configurable checklists Issue and track parts EAM Equipment Ranking Create multiple rankings per equipment and have the system automatically create equipment rankings at pre-defined intervals Provides the ability for customers to create multiple rankings for their assets. This helps them focus on the most important assets for various initiatives. Nonconformity Tracking Observations of asset components over time with Type, Severity and Intensity including a condition matrix for comparison over time Tack issues over time Increase inspections based on condition index Complies with MTA requirements and NEN-2767 Infor Discovery Guide: Enterprise Asset Management 186

187 Release headlines (cont d) Headline feature Description Value impact Infor Document Management Manage all types of documents and images from within EAM including version control, check-in/check-out features. More effective storage of documents drive costs down and version control provides assurance of accessing the proper version of documents. OpenCAD in EAM SaaS and CloudSuite Facility Management Enables access of CAD drawings and features from within EAM SaaS and CSFM. Enables space planning and analysis, graphical visualization of work schedules, floor plans, equipment arrangement drawings and other Intergraph or AutoCAD files. Performs floor space calculations for tenant chargeback. FedRamp Ready Provides proof that EAM conforms to over 300 control points and security required by the US Dept of Defense. Provides proof point and recognition to enable Infor to sell into US Dept of Defense and other public sector organizations. Also, improves competitiveness in the private sector. Infor Discovery Guide: Enterprise Asset Management 187

188 Recent highlights Core features Mobility Support for phones Inspection management Work and Activity Checklists Work & preventive maintenance PM Scheduling, Maintenance Patterning Support for tablets Support Disconnected/Connected Casual User Access Linear asset management update Linear Referencing Straight Line Diagram Dynamic segmentation of cost, work, and tasks Integration to GIS Asset performance management Risk Management Reliability Management Operator Checklist Condition Assessment Qualitative and quantitative Inspection support Calibration Module Real-time integration to SCADA/PLC and automation monitoring systems Materials management Stock Room & Warehouse Management ABC, EOQ analysis Integration to ERP, extension to iprocure Materials Marketplace Quality, compliance & regulation Support for 21 CFR Part 11 Full Audit Trail 508 and FISMA compliance State of Good Repair ISO 14224, ISO 55000, PAS-55 Casual user access, Contractor Portal Work scheduling (basic to advanced) Mobile field extensions built Extensibility framework Screen cloning, designing, creation Support 14 languages + lunar calendar User defined fields, unlimited custom fields Java script support, custom page support, web services tier fully accessible Infor Discovery Guide: Enterprise Asset Management 188

189 Recent highlights (cont d) * Coming soon within at least two quarters Industry features Facilities management Pre-configured deployment of CloudSuite Facilities Management model Pre-seeded data sets Pre-built workflow Support for Professional and Casual User Access Key Management, Space Management, Move Management, CAD Integration Verticalized configuration Infor R&D Delivered Healthcare, Enterprise, Hospitality, Transit* Partner Delivered Transit, Airports, Power Generation, Facilities, Radio Asset Management, Micro-Brewery Infor Services Delivered Horizontal Asset Management, Oil & Gas, Manufacturing, Pharmaceutical, Chemical, Life Sciences Oil & gas Support for field mobile needs ISO and PAS Standards Management of Change flows Linear management, component structure support and hierarchy Transit & transportation Operator Checklist State of Good Repair Linear Asset Management Maintenance Patterning Maintenance Kiosk Pharmaceutical & life science Calibration Management Audit Trail and Electronic Signature Healthcare Support for J-CHO audit and CMS Guideline standards Designed for facilities, landscape, hardscape, biomedical, and fleet management needs Prebuilt configuration and seeded data for vertical approach All industries Work request, work planning and scheduling, PM Revision Control, Contractor management, Project management, Mobile work execution, Alert Management, Nonconformity Management Move Management, equipment/tool reservation, sensor data management Multi-lingual, multi-currency, Flex SQL, screen designer, work flow, role-based home pages PM Revision Control Access Controls w/ Real-time Reporting methods Infor Discovery Guide: Enterprise Asset Management 189

190 Recent highlights (cont d) Platform User experience Infor Ming.le Workflow Content Role Based Homepages 508 Compliance FISMA Compliance Business intelligence analytics Predefined Asset Reporting Widgets Predefined Cubes Integrations Prebuilt connectors to common Infor ERP and extensions Prebuilt connectors to 3rd party ERP ION and Web Services Cloud enablement Extensibility Framework Multi tenancy, mobile, ION and Web Services Cloud enablement Extensibility Framework Multi tenancy, mobile, ION and Web Services, Prebuilt connectors to common Infor ERP and extensions Prebuilt connectors to 3rd party ERP Extensibility Framework Multi tenancy, mobile, ION and Web Services Support for dashboards and in-context BI Widgets Full deployment of web architected reporting tool Compliance e-signatures, calibration, extensibility framework, reporting e-signatures, audit grade platform, J-CHO reporting, PM Revision Control, Access Controls, Alert Management, VPAT available, FedRamp Ready Infor Discovery Guide: Enterprise Asset Management 190

191 Business Intelligence & Analytics Infor Analytics gives you a comprehensive business intelligence platform that can be used in any domain or industry. Powered by Infor BI technology and an in-memory database, the solution offers a unique, multi-purpose web front-end, as well as mobile capabilities that put information at your fingertips.

192 Birst BI & Analytics Birst is a modern cloud business intelligence (BI) and analytics platform that helps organizations achieve a new level of trusted insight and decision-making by connecting their data and people via a network of analytics. Birst delivers end-to-end capabilities including data preparation, visual data discovery, reports and dashboards, and advanced analytics on any device. Benefits Faster time to value Birst dramatically accelerates the process of delivering analytics across the enterprise. Leveraging patented automation technology that reduces human intervention, a modern cloud architecture that eliminates traditional on-premise tasks, and metadata reusability for more efficient and productive development, Birst delivers more value in far less time. Trusted data at business speed Birst s network of analytics is built on top of an automatically generated semantic layer, which is a common set of business definitions that enable users to work with a consistent view of the data, eliminating ambiguity around what a given KPI means and stopping the proliferation of analytic silos across the enterprise. Self-service for all information workers Birst s businessuser oriented UX empowers people to access, prepare, and explore data using intuitive drag-and-drop tools; share insights across the Birst network; and predict business outcomes with one click and without support from experts. All of this through a single, integrated experience available on any device. Lower cost of ownership Birst is a true SaaS solution, built on a modern multi-tenant cloud architecture that delivers the ability to deploy virtual BI tenants, virtualize data and metadata, federate semantic models, and automate manual tasks. This translates into a lower total cost of ownership through reduced resources, zero hardware, zero upgrade costs, and rapid deployments. Infor Discovery Guide: Business Intelligence & Analytics 192

193 Release headlines Headline feature Description Value impact Birst extends consumer-grade user experience with best-of-breed ROLAP and ETL for business users Latest release extends consumer-grade UX with the most comprehensive set of options for preparing and analyzing data using a cloud analytics solution, as well as enhanced networking and greater interactivity. These new capabilities will provide business users with extensive, enterprise-caliber connectivity, data transformation, networking, interactivity, and administration. Latest release empowers business people with capabilities traditionally reserved for power users. Database extraction added to Birst self-service data preparation Birst s latest software release extends its self-service data preparation experience to business users with best-of-breed relational online analytical processing (ROLAP) capabilities so that they can extract data from databases or query it directly from other sources using Birst Live Access. Empowers any business user with instant analytics on top of databases without having to move their data to the cloud. ROLAP is a form of online analytical processing (OLAP) that performs dynamic multidimensional analysis of data stored in a relational database. Live database access added to Birst self-service data preparation Birst s latest software release extends its self-service data preparation experience to business users with best-of-breed relational online analytical processing (ROLAP) capabilities so that they can extract data from databases or query it directly from other sources using Birst Live Access. Birst was the first cloud analytics provider to introduce the ability to query data in place with its Live Access capability. In contrast to other cloud analytics vendors that only support simple query pass-through, Birst delivers full dynamic SQL generation on tables in the underlying database. Now, with the latest release, business users will have access to this capability without provisioning by an administrator. New data transformations added to Birst self-service data preparation Birst s latest software release also makes the platform s best-of-breed extract, transform, and load (ETL) capabilities available to business users. Business users can now leverage new drag-and-drop transformations, leverage R scripts, append or union data, as well as write their own custom ETL scripts. With these new features, business people can leverage Birst s powerful and sophisticated machine learning capabilities and create advanced data prep routines to support the most complex transformation requirements. Infor Discovery Guide: Business Intelligence & Analytics 193

194 Release headlines (cont d) Headline feature Description Value impact Networking added to Birst self-service data preparation With powerful, enhanced networking capabilities, business users can take data prepared in Birst and readily share both the data and the metadata describing that data with others. By doing so, business users help others easily combine the shared data with their own data, enabling broader and more consistent analyses and, in turn, making the entire organization smarter and more aligned. By enabling this capability more broadly, this release helps business users more quickly turn data from disparate systems into a shared analytical network that enables organizations to better align both centralized and edge teams to drive better and more consistent decisions. As a result, Birst Networked Analytics eliminates analytical and data silos, while enabling everyday business users to easily access and work with trusted data. Enhanced interactivity features: Visual highlighting New features include visual highlighting, a new method for interacting with charts on dashboards and visualizations, which moves beyond what visual filtering offered in the past. With visual highlighting, business users can select a data point or multiple data points, and any related data points in other dashlets will highlight. This enables business people to focus on selected data values without losing the surrounding context. Enhanced interactivity features: Multiple drill paths Birst s expanded interactivity features also introduce multiple drill paths. Multiple drill paths give business users the ability to simultaneously drill on a visualization by more than one attribute. Multiple drill paths provide a richer understanding of the data being analyzed. Enhanced interactivity features: Column formatting Business users now can freeze column and row headers when working with cross-tab chart types and can easily collapse all or expand all report sections, by category, at once. This delivers a spreadsheet-like experience for users who need to work with large tables of data. Infor Discovery Guide: Business Intelligence & Analytics 194

195 Healthcare Designed for healthcare by healthcare experts, Infor Health solutions are used by more than 5,000 organizations to reduce costs, improve care, and lower risk. Serving the broad spectrum of hospital and outpatient health providers, health plans, and medical technology and device companies, Infor Health offers a comprehensive platform for healthcare business and integration.