Infor CPM d/epm (Roadmap)

Transcription

1 Infor CPM d/epm (Roadmap) Dhruv Parekh, Solution Consultant, Infor 1 Copyright 2014 Infor. All rights reserved.

2 Disclaimer This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole discretion, with or without notice to you. This document is not a commitment to you in any way and you should not rely on this document or any of its content in making any decision. Infor is not committing to develop or deliver anything described herein.

3 By the numbers 2,000+ Infor CPM/EPM customers 70,000 Infor customers globally 3,000+ Infor BI/Analytics customers 77% Finance orgs rank BI and EPM solutions top priority 1 1 Gartner Tech Trends for CFOs and Controllers Convergence KPMG Research Summary: Intelligent Finance Organizations 56% CFOs looking to go to cloud Infor Approva Compliance customers

4 CPM History

5 Performance Management Product Timeline FDC MPC PM10 CPM 10.3 CPM CPM AUG 2007 AUG 2011 NOV 2012 JUL 2013

6 PM Timeline: Future CPM d/epm 10.5 d/epm 10.6 d/epm 10.7 d/epm CPM CPM CPM CPM 10..

7 Infor Dynamic Enterprise Performance Management

8 100% fit to customer s business Flexible and adaptable Quickly gain insight Highly visual End-user Centric configuration Immediate Business value Custom solutions Infor dynamic enterprise Pure analytics solutions performance management Pure planning applications Time to value Requires expert knowledge No planning capabilities Fragmented Business process Limited flexibility Limited Analytical capabilities

9 d/epm Single integrated platform for: Analytics Financial Performance Management Compliance

10 Analytics What it includes Business intelligence platform Key components include an architecture for web dashboards as well as mobile ipad dashboards; a web front-end for data visualization; a selfservice front end to analyze any data by any business user; a real-time, in memory database for multidimensional analysis; a modeling and ETL layer; and a fully integrated Excel interface for ad-hoc analysis or cell-based reporting What it delivers Centralization of data; simplified integration to business applications; delivery of dashboards and business insights through a variety channels; mobile accessibility; consumer-inspired UI; in-context transaction processing; prediction and statistical forecasting Business analytics Key components includes sales and operations, production, financial, supply chain, and human capital analytics Packaged analytic content for key business challenges, such as workforce turnover and supply chain optimization Industry analytics Key components include asset management, automotive, aerospace & defense, equipment maintenance, fashion, food & beverage, hospitality, healthcare, and public sector analytics packs Tailored content for key verticals; less customization; faster time to value

11 Financial performance management What it includes Budgeting and planning Budget and plan using powerful forecasting and prediction capabilities What it delivers Planning, budgeting, and forecasting in a single system; predictive modeling; operational planning; development of sub-plans for workforce budgets and sales plans Strategy management Link strategic goals to operational plans and results Tactical and operational plans; execution plans; performance measures; results tracking to evaluate performance against your plans Financial consolidations Consolidate multiple sets of books seamlessly Production of consolidated financial statements; intercompany elimination entries; translation of reporting entity statements prepared using different accounting methods into the same currency and accounting method

12 Compliance What it includes Key risk and performance indicators, dashboards, and reporting What it delivers KRI tracking; automated management reporting with configurable dashboards; personalized reports for each role or user; risk scoring; followup prioritization Segregation of duties (SOD) monitoring SOD best practice implementation; workflow routing and approvals; automated and proactive monitoring Transaction monitoring Proactive monitoring for transaction anomalies; monitoring for all types of business transactions across multiple platforms and applications; out of the box business rules; monitoring for Infor, Oracle, and SAP solutions Application security and access monitoring Proactive monitoring of user access rights as well as implementation and monitoring of best practices for monitoring of best practices for user access privileges Risk identification and exception management Inspection of 100% of data and transactions; automatic identification of exceptions; alerting capabilities; progress tracking via dashboards and reports

13 CPM -> d/epm Current Infor CPM Relational Data Store Strategy Management Financial Consolidation Budgeting & Planning Workforce Budgeting Reporting Integrations Current Infor BI In-Memory OLAP Planning Financial Consolidation Dashboards Analytics Infor d/epm In-Memory Database Architecture Strategy Management Budgeting & Planning Workforce Budgeting Financial Consolidation Reports Dashboards Analytics Integrations New Updated Updated New Updated

14 Platform Applications Analytics Repository Budgeting & Planning Meta Data Storage Security Permissions Application Management Dashboards d/epm Application Studio In Memory OLAP Server Dashboards, analytics, budgeting and forecasting on the Web and Mobile BI and PM application building, reporting, printing Processes Custom BI Pre packaged Custom extensions Custom extensions Consolidation Strategy Management Custom Sub-Plans Custom or ICS Implementations Office Plus Analytics, budgeting and modeling in Excel Analytics, budgeting and forecasting Design and Data Integration Connect, load, automate, push/pull

15 Infor Dynamic Enterprise Performance Management EPM + Analytics -- Tailored for Micro Verticals Healthcare True Cost New Budgeting for Healthcare Project Costing Ledger New Public Sector Budgeting Sales & Operations Planning Industry Analytics Mfg, HC, PS, Hospitality Common Solution Platform New Planning, Budgeting and Forecasting Workforce Budgeting Strategy Management Financial Consolidation Business Analytics Capital Planning Compliance Infor BI Technology Platform Cloud, Mobile, Web, In-Memory Architecture Enterprise Applications

16 Budgeting & Planning Copyright 2014 Infor. All rights reserved.

17 Budgeting & Planning Prebuilt Business Logic Configuration vs. Customization Extendable with Subplans Integrated with existing modules Web configuration BI Dashboards Copyright 2014 Infor. All rights reserved. 17

18 Financial focus.and extendable Financial core Commenting Currency conversion Balance sheet Profit & loss Optional cost center usage on account level Immediate writeback and aggregation Standard concept for sub-plan extensions Optional usage of intercompany, schedules, and additional segments Sales planning (Sales, costs, cash, production) Advanced data spreading functionality Workflow,

19 Integrated platform and extendable ION based Detailed Subplan Detailed time periods, cost breakdown, industry specific Direct connections Consolidation Centrally manage structures and load and export data Budgeting and planning Planning relevant business modeling based on structures imported from consolidation Workforce budgeting Load business modeling setup from budgeting and planning and load back sub-plan data to financial core Detailed Subplan Detailed time periods, cost breakdown, industry specific

20 Business user driven configuration = Business Modeling Business Modeling Business Modeling: The user provides his specific business definitions within the scope of the application in a guided, web-based modeling workflow. Planning Cycle Planning cycle: A planning cycle reflects on specific planning phase (e.g. yearly a multi-year plan) of an organization and represents the combination of all business modeling information.

21 Budgeting & Planning

22 Budgeting & Planning Home

23 Detail by segment

24 Driver based cost allocations

25 Workforce budgeting detail

26 Cash flow

27 Share, publish, collaborate with Ming.le

28 Financial Consolidation Copyright 2014 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice. 28

29 Financial Consolidation Close your books quickly, confidently and globally Automate the consolidation process, including: Currency translation Inter-company eliminations Post-closing journal entries across multiple locations and legal entities Centralize the audit, controls Adhere to GAAP, IFRS, SOX Validated by External Auditors

30 Consolidation methods, exchange and intercompany

31 Strategy Management Copyright 2014 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice. 31

32 Strategy Management Representation of organization s strategic plan or mission Goals and objectives Tactics to achieve those goals Assign responsibility for each goal/tactic Create and compare scenarios (target, best case ) Measure results per responsible person/unit/time Link strategy to budget and planning.

33 Strategy Management

34 Detailed view of goals and tactics

35 Making innovation work for you Roadmap

36 Full disclaimer This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice. This presentation is not a commitment to you in any way and you should not rely on any content herein in making any decision. Infor is not committing to develop or deliver any specified enhancement, upgrade, product, service or functionality, even if such is described herein. Many factors can affect Infor s product development plans and the nature, content and timing of future product releases, all of which remain in the sole discretion of Infor. This presentation, in whole or in part, may not be incorporated into any agreement. Infor expressly disclaims any liability with respect to this presentation.

37 Themes Continue CPM enhancements Enhance underlying BI technology platform Expand d/epm capabilities Budgeting & Planning Enhanced Consolidation capabilities Vertical industry d/epm templates Multi-tenant Cloud offering for d/epm platform Continued Functionality Updates Customer Requested Feature Enhancements Overall Product Quality and Stability Latest Platform Versions Support This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole discretion, with or without notice to you. This document is not a commitment to you in any way and you should not rely on this document or any of its content in making any decision. Infor is not committing to develop or deliver anything described herein.

38 Performance Management Product Timeline FDC MPC PM10 CPM 10.3 CPM CPM d/epm AUG 2007 AUG 2011 NOV 2012 JUL 2013 CPM

39 Infor CPM Roadmap Highlights Copyright 2014 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice. 39

40 CPM June 2014 WFB- Action Group Custom calculation groups Show Name and Description Enable show a member's name and description concatenated together in a single field Smart total calc Don t total statistical accounts, average instead Workforce Action Group Management Allowing the administrator to manage & group workforce views as well as create new custom views

41 CPM June Continued Show Journal ID in list UI rework Editable calcs Allow calcs to be changed, rather than rebuilt. Will save on implementation times WFB - Lawson HR integration Certify integration with Lawson HR. Improve Account import Improvements for integrations that allow formulas, etc. to be preserved.

42 CPM March 2015 WFB Updates Decouple version from position definitions & step & grade View Manager writeback options Enable the View Manager writeback options, esp. all leaves AppStudio report with Drill-thru Deliver sample report Formatted text Provide more complete and formatted text for reporting, budgeting, etc

43 Future CPM Releases Application Workforce Budgeting Ability to set spread methods in action and position assignments Option to disable changes of default string attribute values in position assignment Action definitions with effective dates Reporting & Analysis Improved text formatting for better reporting Process & Performance Improvements Option to only copy data for leaf members under a selected consolidation member Consolidation performance improvement for restricted users

44 EPM Office Integration Go directly from CPM to final Word / PowerPoint reports/charts Word CPM PowerPoint

45 MS Word with EPM Add-In Select Table / Chart Show Data Select Report EPM Dialog

46 Ability to preview the data

47 Apply Word formatting Report creates section / table in Word

48 Infor d/epm Roadmap Highlights Copyright 2014 Infor. All rights reserved. This presentation is provided for informational purposes only and does not constitute a commitment in any way. The information, products and services described herein are subject to change at any time without notice. 48

49 d/epm Roadmap Summary d/epm d/epm Finance Core Basic and IFS Authentication Multiple Planning Scenarios Debit/Credit Display/Import Usability + Performance Improvements Consolidation Improvements New: Capital Planning Ad-hoc Data Entry Generic Cash Flow Module for Budgeting Usability + Improvements Financial Consolidation Updates New: Business Modeling Integrated Budgeting for Finance, Healthcare and Public Sector Budgeting and Consolidation Improvements Multi-Tenant Cloud Budgeting & Consolidation Finance Core Improvements Enhanced Business Modeling Predictive Planning Cross Industry Capital Planning Embedded Ming.le and ION Workflow Mutli-tenant Cloud Jul Dec Mar Sep Dec. 15 BI BI Platform Auditing Improvements Exasol Driver Dashboards for iphone Visualization Plug-In Header/Footer Area New Native Q&A Mobile App (for Motion Dashboards) Slice Object (cross-join report object) New visualization Plug-Ins (HTML Editor, ) Document Attachments Android read only Attribute Hierarchies Distributed In-Memory Grid Android FISMA Relational Reporting Improvements This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole discretion, with or without notice to you. This document is not a commitment to you in any way and you should not rely on this document or any of its content in making any decision. Infor is not committing to develop or deliver anything described herein.

50 CPM & d/epm Final Thoughts CPM roadmap continues d/epm is Maintenance upgrade for existing CPM customers Choose to upgrade anytime or remain on CPM Contact you sales representative for details

51 Copyright 2014 Infor. All rights reserved. 51