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1 MWUG September 2010 Welcome to the Session Background & Speaker Introduction Copyright 2007 Rockwell Automation, Inc. All rights reserved.

2 Regional Special Price Request Tracking System Copyright 2007 Rockwell Automation, Inc. All rights reserved.

3 Contents Introduction to Rockwell Automation Market demands The then current state The desired Future state Challenges and mitigation Lessons learnt High level process flow Architecture Technologies Features Integration Advantages Advantages resulting in..

4 Introduction to Rockwell Automation Leading global provider of industrial automation power, control and information solutions that help manufacturers achieve a competitive advantage for their businesses Global brands in industrial automation Allen-Bradley controls and services Rockwell Software factory management software Headquarters in Milwaukee, Wisconsin About 19,000 people serving customers in more than 80 countries.

5 Market demands Rockwell transacts business both directly with customers and through an extensive network of distributors Standard pricing and discounts exist in each country but special discounts are often granted based on specific local circumstances and competition Each Rockwell Automation AP entity differed in levels of process maturity We needed a common regional tool to drive consistency and improve process control!

6 The Then Current State Each AP entity utilized a different instance of MFG/Pro and had developed local tools and processes to support special pricing From offline paper files to various unlinked spreadsheets Review and approval rules varied by local support constraints Process variance resulted in poor metric reporting Offline systems limited visibility to negotiated discounts, leading to customer conflicts

7 The Desired Future State Develop a common region-wide Application Web based Internal and external user access Scalable for future growth and requirements Support tailored workflows and approvals Linked to MFG/Pro to improve process control Complete transactional visibility Australia New Zealand India Japan China Hong Kong Taiwan Malaysia Philippines Thailand Singapore Korea

8 Challenges & mitigation Overcame local practices and preferences with part carrot, part stick Better local visibility Quicker turnaround time on requests Controls implemented in MFG/Pro would not allow the old way of doing business Used a phased approach with extensive testing and support to ensure we delivered on commitments Launched an extensive communication strategy and plan

9 High level process flow

10 Architecture

11 Technologies Web based application, seamlessly integrated with Mfg/Pro. Technologies J2EE, Spring, Hibernate, DOJO,JSON, JSP s Database SQL server Application Server Tomcat Data transfer Scheduled batch jobs using FTP process

12 Critical Success Factors Secure Multi Country / Language / Currency Support Easy to use Auditable / Transparent Accessible from anywhere Loosely coupled Seamless Integration with MFGPro/QAD

13 Integration Master tables data replicated to web application through scheduled batch jobs. Approved SPR data transferred to Mfgpro from Web application and stored in custom tables. Sales order maintenance program modified to include validations for applying SPR. Inquiry program to know status of SPRs.

14 Advantages Utilization of approved SPRs can be tracked. MIS on Pricing Tightly integrated with Mfg/Pro for data transfer and SO creation using approved SPR Approved SPRs automatically transferred to Mfg/Pro less errors! SPR expiration tracked and communicated by the system Better visibility into processed requests Better accountability and communication

15 Advantages resulting in Trend identification based on historical data, and competitor pricing information Reduced administrative workload by eliminating paper based reviews Improved response time Transparent approval routing Enhanced reporting Extended partnership by enabling Distributors to initiate requests directly on the system.

16 Lessons learnt Flexibility is important but can dilute your outputs and diminish process control No matter how much user input and feedback you solicit, additional requests for enhancement will start the day you launch Don t underestimate the importance of communication and local management buy-in!

17 Features Generate requests for short term / long term Requests can be for a single / group of items Transparent workflow and configurable approval chain Position Delegation Can provide pricing analytics information for reviewers. Enquire / take report on historical SPRs. Control parameters can be set at country level Master data refresh from Mfg/Pro

18 Copyright 2007 Rockwell Automation, Inc. All rights reserved. SPR Application

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