Why upgrade to LX 10x?

Transcription

1 Why upgrade to LX 10x? David Rapacz Product Manager - Infor LX Mark T. Bolton Infor Services Senior Consulting Director North American iseries Competency Center 1

2 Agenda Benefits of LX 10x Overview of the upgrade process Success stories Q&A 2

3 Infor LX x Eliminate customizations Reduce cost and risk Simplify interfaces and integrations Improved user productivity through improved interfaces Realize the value of your maintenance through future upgrades 3

4 BPCS to LX Key Differences Application Feature BPCS LX LX 10x Finance, distribution, and manufacturing in core Infor ION and Business Vault for reporting and BI Infor ION for Alerts and Notifications Infor Ming.le for workflow and collaboration Browser based UI option for simplified navigation Contextual application enabled Cloud deployment available by Infor Modern GL - Multiple Ledger, Period, COA Enriched GL over IDF architecture Cost posting to GL by cost type Enhanced cost variance tracking and reporting Region code and time zone support Streamlined month end close Multiple language support Expanded field sizes User defined extension files Container Control Lean Manufacturing 4

5 Why Upgrade to LX 10x Leverage our technology for long term benefits and reduce customizations Imbedded enhancements Review release notes available on Infor Xtreme IDF for custom queries and reports Extend even further with Enterprise Integrator Extension files Eliminate future migration and upgrade issues Exit points Proper externalization of non standard code prevents future re-work Technology stack Ming.le, ION, Workflows, and Alerts can solve old problems in new ways 5

6 The Project 6

7 Questions on Your Minds (they would be on mine) What will my LX upgrade project look like? How long will my LX upgrade project take? How can I reduce business disruption risk? Is there a way to lower project and operating costs? 7

8 And the Answer You Expect It depends 8

9 Serious, how long will my project take? Profile of Simple upgrade projects: A well behaved customer Zero BPCS/LX modifications Current on maintenance Status quo business processes On premise (not hosted or cloud) Same software footprint No new integrations Same-same software configuration Well behaved Infor consultants (guaranteed!) ~3 months elapsed time per location But like unicorns, these projects are a long time between sightings 9

10 Um, what s on the other end of the scale? Profile of Complex upgrade projects: Typical customer resource constraints Many (many!) BPCS/LX modifications Commercial considerations Business process reengineering New product integrations Significant new software configuration New computing, hosting, or cloud infrastructure Large scale change management Well behaved Infor consultants (guaranteed!) ~7 18 months elapsed per location 10

11 Most LX Upgrade projects have (many) elements of complexity I don t want to be that Sisyphus guy, so how can Infor reduce risk and guarantee my chance of success? Infor Client Partners, Solution Architects, and LX Consultants will work closely with you in a thorough due diligence leading to an explicit Statement of Work (clear deliverables and no surprises) A certified Infor Project Manager will lead your project The Infor consulting ecosystem of BPCS/LX consultants assigned to your project will likely have over 20 years hands-on experience with BPCS/LX The Infor Project Manager will tailor the Infor Deployment Methodology to your project, creating an understandable, gated, path to success 11

12 We may have a complex project What will my project look like? Infor manages its projects with its own highly evolved version of the Rational Unified Process, called the Infor Deployment Method The Infor Deployment Method is further customized for each product line The Infor Project Manager makes the final modifications of the Infor Deployment Method in the form of a tailor-made project plan 12

13 Generalized LX Upgrade Project Framework Phase 1 Inception and Phase 2 Elaboration Infrastructure Deployment Establish Project Governance Project Planning Software Installation Data Migration #1 As-Is Process Review & To-Be Process Design Phase 3 Construction Net Change Education LX Configuration User Role Setup Mod Uplifts Files & Programs Integrate/Test Peripheral Dependent Systems 13

14 Generalized LX Upgrade Project Framework Phase 4 Transition Data Migration #2 (Super) User Training Unit/System Test Conference Room Pilot #1 Data Migration #3 Conference Room Pilot #2 Data Migration #4 Final User Acceptance Phase 5 Go Live & Optimize Develop Go Live Task List Execute Go live Task List Go Live Data Migration with Pre/Post Validation Controlled Testing Initialize Support Model 14

15 How to reduce project risk Identify and document all BPCS/LX modifications Your goal should be zero modifications after upgrade Prepare the business organization for a standard implementation Let go of customizations in favor of supportable standard functionality Re-engineer business processes to leverage standard functionality Executive buy-in to reengineering is the key step everything else follows Find your change management champions for internal selling/mandates Identification, analysis, and uplift of BPCS modifications will be the longest timeline and most costly effort of your upgrade project. 15

16 How to lower project and operating costs Consider the Try & Buy program A quick installation and thorough test drive of LX 8.4 with your data Earn some cost credit toward your upgrade project Experience standard functionality that replaces your customizations Consider the LX cloud deployment to reduce TCO/TCI No capacity or throughput worries Per user subscription pricing Engage Infor AMS to support any customizations brought forward 16

17 You won t have a Unicorn project, but with Infor Services Consulting you also won t have Sisyphus experience either We have managed it all Site-by site implementations to Big Bang rollouts Regional and Global projects Integration into customer & third party software Few to 1,000 s of modifications On premise, hosted, & cloud deployments Infor, customer, onshore, & offshore staffing combinations We will plan for and deliver your successful LX upgrade project using world class methods and a deeply experienced Infor team 17

18 Questions Mark T. Bolton Senior Consulting Director, Head - North America iseries Competency Center mark.bolton@infor.com

19 Success Stories Robyn Strassel Rick Dittberner 19

20 Success Stories The Business Robyn Process Manufacturing Rick Hoffmaster Group, Inc. Disposable tabletop products ERP Legacy BPCS 4.05CD Highly Customized Foodservice 1992 BPCS 3.x BPCS 6.04MM ERP LX ERPLX Consumer Harris Data Feb 2015 HD ERP LX Upgrade Drivers HW and OS aging / technology constrained Consolidate onto one ERP Strategic growth acquisitions, international, Reliable planning system Reduce custom modifications 20

21 Success Stories (Cont.) Current Solution Benefits Infor LX F9 Intellichief IDF ION Robyn Reduced customizations - about 6 mods Eliminated a second ERP Newer technologies enabled Rick Infor LX 8.3.5, IDF (400 users) CrossRoads MES Third Party apps WMS, PIM, 3PL, Sales & Financial reporting EDI 110 trading partners Centralization of work/org structure - FTE reduction AP, AR, Finance Single window to common raw materials in Purchasing Elimination of 300 internal POs per month More effective IT systems support & reporting activity on common platform Improved Planning visibility Reduced inventory and obsolescence expense Reduction of training hours required for machine operators Single computer operations schedule, monthend close Modifications eliminated Duplicate integration Eliminated Custom Reports (75) 21

22 Q & A 22