XA User Group Meeting

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1 XA Meeting Agenda & Details March 12-13, 2014 Dallas, TX Join your fellow Infor XA users in Dallas for two days of education, networking and fun. Below are event details and a sampling of breakout sessions available. March 12-13, 2014 Marriott DFW Airport 8440 Freeport Parkway Irving, Texas USA Daily Schedule Wednesday, March 12 7:45am-8:30am: Registration 8:30am-9:15am: Keynote Address by Soma Somasundaram 9:30am-5:00pm: Breakout sessions 6:30pm-8:30pm: Dinner Event Thursday, March 13 8:30am-9:00am: Communities Kickoff 9:00am-4:00pm: Breakout sessions Conference Highlights Keynote address led by Soma Somasundaram, Infor s EVP of Global Product Development Kickoff session highlighting our new online community and ways you can participate Educational sessions to cover the latest news around Infor XA, plus our extended solutions and technologies. Strategic sessions and roundtables designed to appeal to executives IBM-led sessions that will highlight the latest news around IBM i A separate, two-day ION technical track* * The ION Technical Training Track is a separate track from the conference breakout sessions, and includes two full days of handson training led by Infor s development team. Participants will have meals with conference attendees and can attend the evening dinner event, with the training conducted in a separate room. See more details at the end of this document.

2 XA Breakout Sessions Session Title Communities Kickoff XA Roadmap XA Hosting IBM Sessions Customer Case Studies Product Manager Round Table Executives Round Table IDF Material Planning Module VPi and Thru-Put EGLi Session Description This conference is the launch of the North America XA. In this session the launch team and Infor will talk about the launch, how to get involved, and the benefits of this new community. The online community will also be shown, making it easy for you to keep up and contribute to the group. Understand the ongoing Infor strategy for the XA product, and learn the plans for medium term enhancements. From additional ION integrations and core functional enhancements to the next step for the Infor 10x technology, the medium term roadmap is loaded with valuable new functionality. Infor has now launched a full hosting offering for XA customers. Options range from temporary sandbox environments and simple OS upgrades to complete hosting services. Learn how hosting can provide great value to your business by reducing the load on your IT team. IBM will be on hand to give us a few sessions around the latest news and topics around IBM i Customer presentations on topics including: Supplier Exchange with ION The new Product Configurator Com_Net customer portal XA Field Service Management EAM maintenance application Thru-Put Advanced Planning and Scheduling ION Process, with a focus on Event Management and Workflow Ming.le Enterprise, the social enterprise capability of XA Bring your questions, comments and enhancement proposals to this session with the XA Product Manager. No agenda, other than answering your questions and getting your feedback. Get face to face with the executive team. While in the launch phase, they want to hear from you. Perhaps you'll be inspired to get involved? A detailed look at the newly released Material Planning (MP) module, focusing on the new Item Requirements Inquiry. Much more powerful and convenient than the MRP version, the new inquiry is also a powerful tool for users of VPi and Thru-Put. Visual Planner and Thru-Put are related products, but serve very different needs. This session will provide an overview of the strengths of each application, to help you decide which one will best serve your needs. Take a good look at the all new General Ledger system for XA. The Enterprise General Ledger for IBM i has world class features for the largest enterprises, but can also be implemented in smaller companies. Fully IFRS compliant and completely embedded in the IDF security model, EGLi provides great support for SOX compliance as well.

3 New Enterprise Financials EAM Supplier Exchange Supply Chain Execution Demand Planning Enterprise Integrator New Pick Pack and Ship Social Enterprise Sales and Operations Planning d/epm Complementing the new General Ledger, Infor will launch IDF versions of AP, AR and Cash Management in Get an advance look at the new version of financials. Completely redesigned for efficiency and capability, the new AP/AR/Cash modules will round out a world class financial system. Enterprise Asset Management provides best in class maintenance functionality, but also takes it further. From managing energy usage to carbon footprint, EAM can drive great improvements in performance from what is usually just a cost center. Supplier Exchange is your portal for your supply chain partners. Communication becomes faster, more accurate, and more efficient. Which means your supply chain delivers more value for you, and your suppliers value your relationship more. Infor is nearing the release of the advanced warehousing application for XA - Supply Chain Execution. If you need higher volume warehousing with advanced features like wave and voice picking, directed putaway, etc. then this will be valuable for you. This session will also touch on mobility, logistics management, and other extended capabilities of the Supply Chain Execution suite. If you need advanced forecasting capability, Demand Planning is the application for you. Going beyond simply applying statistical tools, Demand Planning provides advanced aggregation and disaggregation capabilities along with strong analytical capabilities to help you drive a more accurate forecast. If you have a large forecasting issue, this session is for you. Enterprise Integrator has been active for many years providing support and contacts for the Enterprise Integrator community. With the increasing use of IDF technology, this user group is more valuable than ever. Come to this session to see what benefits you can gain from joining this great group. Completely redesigned, the IDF version of Pick Pack and Ship will be delivered in In this session you will see preliminary prototypes, and will understand the new design. Taking full advantage of IDF technology, the function will provide new flexibility and power. Infor 10x for XA includes Social enterprise capability - but what is that? Far more than just a communication tool, Infor Ming.le brings your enterprise processes inside the system itself. See detailed examples of how this new approach will drive great value for your enterprise. This critical executive process is often poorly supported by real data and analysis, and rarely is it effectively managed as part of your business system. Infor Sales and Operations Planning provides the data and analysis tools you need, while also managing this complex process. This session will show you how to improve your Sales and Operations Planning process with a robust tool. Dynamic Enterprise Performance Management is the leading edge financial management application from Infor. The successor to PM10, d/epm provides world class capability, built to work with the Infor Business Intelligence tools. This provides more than just management; it provides true financial analysis tools to get the most value out of your finance function.

4 Business Intelligence Product Configurator Thought Leadership - Hybrid Deployment Best Practices - Financials You have a massive amount of data in your XA system - but how do you really get the value out of it to resolve issues and make improvements to your business? Infor Business Intelligence provides the tools and the content to get the answers you need. The new Product Configurator for XA is a huge advance over previous offerings. A unique combination of robust capability, ease of use and simpler setup puts configuration in reach for many more customers. Complemented by a channel or customer portal, PCM takes the knowledge out of your engineer's head and puts it into the hands of your customer. Traditional ERP products required an inflexible, monolithic implementation to provide value in complex enterprises. That approach is high cost, high risk, and limits your flexibility. Infor is delivering the ability to have hybrid deployments that provide enterprise value, while remaining flexible and low cost. This session will outline the architecture that makes it all possible. With the launch of the new General Ledger application, you have many new ways to accomplishing your financial management goals. This session will discuss recommended ways of getting the most value out of the new capabilities from the accountant's point of view.

5 ION Technical Training Sessions Get hands on training for the Infor's innovative Intelligent Open Network (ION). This purpose-built middleware solution provides a simple but powerful and scalable framework, allowing you to eliminate operational silos, dramatically improve exception management, and achieve unparalleled end-to-end efficiency. You will start with the basics of setting up Workflows and Event Monitors using standard Infor provided documents. Then you will learn how to customize and add your own documents to drive Events and Workflows in creative ways. Finally, the basics of administration and troubleshooting are covered. At the end of this session, you will have a full understanding of the main features of ION, and what they can do for you. And you will be ready to participate in your first ION project. Two full days of training in a small classroom setting will include: ION Event Management Education Hands On ION Event Management ION Mapper Education Hands On ION Mapper Customizing Business Object Documents ION Troubleshooting Education Hands On ION Troubleshooting ION Administration Education Because of the need for one-to-one attention with the instructor and dedicated workstations, this class will be limited to a maximum of 40 participants.

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