Infor Enterprise Asset Management (EAM)

IPN Sales / Pre Sales Workshop 13-14 Nov 2014 Infor Enterprise Asset Management (EAM) Sekhar Ogirala Principal Business Consultat, Infor 1

Topics 1 EAM Introduction 2 Positioning EAM 3 EAM competitors 2

What is Infor EAM? 3

Infor EAM Solution Footprint Standard Integration Maintenance Processes Advanced Integration Reactive Preventive Predictive Proactive Stock Purchasing Projects Call Center Asset Rental Asset Services Asset Inventory ION Upload Utility Functionalities Assets Configuration Ms Project Scheduling Personnel Qualifications Warranties Main Assets Screen Designer Custom/ UD Fields GIS E-mail Budgets Servicios Preventivos Permits Spare Assets KPIs & Inbox WebServices Promts Scada / Meters Multi-Org Custom Tabs Ms Excel Standard W.O. Check Lists Repairable Spares Tools Fleets IT & Communication Asets Multi-language Custom Grids Optimizer + Advanced Modules Mobile Solutions Barcoding Open Cad RFID EPAK Doc+ RPA Calibration / Sustainability esignature Alerts Fleet Advanced Reporting 4

Infor EAM Asset Management Wok Management Labor Management Asset register Linear Assets Asset Hierarchies Depreciation Locations (hierarchy) GIS Warranties / Claims Fleets Emergency WO Corrective WO Preventive Maintenance Meters Condition based Bar Coding Resources and Availability Certifications Graphical Scheduling Automated Scheduling Embedded Training Health and Safety 5

Infor EAM Project Management Hierarchies Shutdown Lock out Costing Bi-directional interface to MS Projects Campaigns Capital planning Inspection Management Serial / Lot Control Inspection loops Calibration Routes Permits Recalls Materials Management Warehouse Management Inventory control Lot/serial number tracking Issuing Receiving 6

Procurement Infor EAM Sourcing Requisitions Purchase orders Blanket Orders Contracts Approval workflows Quotes Financial Integration GL segments Journal Vouchers Labor transactions Inventory transactions Depreciation Budgeting Asset Sustainability Energy Consumption Greenhouse emissions Alert Management Sub-metering Carbon footprint Energy Star Utility Bills 7

Reporting Infor EAM KPI and Dashboard Inbox Ad-hoc Reporting Operational Reporting Compliance Reporting Audit trail Messenger Alerts Call Center (Customer Care) Call Center Knowledgebase Contracts Service Level Agreements Citizen Smartphone Citizen Portal framework Billing Flexible Screen Configuration Workflow User-defined Screens On-premise/Cloud Interoperability Multi-site Multi Org Multi-lingual 8

EAM Key Features.. Integration with the back-office financials Tracking of all assets and sub-assets Creation of Asset Hierarchy, i.e. Location, Systems, functions, Assets.. Managing Warranty, AMC, CMC, Warranty Claims, tracking spares & repair costs. Tracking of gate passes for equipment sent out for repairs. Asset transfer process Spares availability. Preventive Maintenance of assets; Reduce Equipment downtime. 9

Positioning EAM 10

EAM Market trends Energy costs & emissions rising, increased regulations Enabling mobile workforces Outsourcing non-core business functions Mergers and acquisitions causing closer look at owned assets Higher attrition impacting knowledge retention Growth in service-oriented businesses Enterprise level system integration 11

EAM Drivers 50% increase in warranty cost recovery 5% reductions in expensive new equipment costs 20% Reduction in maintenance materials costs 4,900 + customers 10-15% energy savings providing sustainability boosters 50% reductions in maintenance labor costs and contractor costs 12

Business challenges we see High asset costs dilute margins Lack insight into asset health Constantly evolving rules and regulations Too much data Too little clarity 13

How Infor EAM meets this.. High Increase asset costs dilute your margins ROA Pre-empt Lack insight into asset asset health emergencies Lessen risk of Constantly compliance evolving related rules and regulations violations Replace Too much data guesswork Too little clarity with facts 14

Predictive and condition based maintenance reduces asset failure Increase your ROA Intelligent Indicators Automatic Actions Dynamic Inventory Mobile Access Early warnings of asset conditions At first indication of problem Ensures never short-handed Equips field for immediate action If there is a problem, it shows up easily. We can often catch problems before they occur. 16

Condition based maintenance (CBM) reduces lifecycle costs Increase your ROA Integrated Checklists Pre-Set Limits Unlimited Meters Automated Warranties Infor Difference Checklists power inspections and required follow-up Variances on pre-set limits generate corrective actions Meters time optimal maintenance Inspections & Follow-up Corrective Actions Optimal Schedules Quicker Submissions Automated claims submissions We automated... the complex dorm room inspection process... (and) the 42,000 work orders that we process yearly using Infor EAM. 17

Energy & sustainability monitoring Increase your ROA Energy Performance Management Sustainability Tracking & Reporting + Peer Evaluation Continuous Commission Alerts Energy Star Integration Trend Analysis Performance Forecasting Emission Factors Project Tracking Infor Difference: One integrated system improves awareness, action, alignment across the enterprise With Infor EAM Asset Sustainability, we gained annual energy savings of $200,000 during the first phase, and increased overall efficiency and maintenance productivity by 25% 18

Real-time alerts trigger action Pre-empt asset emergencies Scheduled Repairs Mobile Notifications Infor Difference Pre-emptive repairs control emergency costs Terms Sophisticated routing targets the right person Mobile notifications equip remote field staff Customized workflow tailors action to situation Information Routing Customized Actions Infor EAM provides timely, efficient notifications more quickly than many competitors. Alerts are geared to customers most important requirements, enhancing their productivity and saving valuable time. 19

Failure analytics help plan ahead Pre-empt asset emergencies Failure Projections Infor Difference Time-based analytics prevent costly surprises Custom KPIs deliver right data to right person Reliability Planning & Analysis Custom KPIs Executive Dashboards User-Defined Views Exec dashboards highlight asset health and costs Report options ensure data quickly available Infor EAM has allowed Pinnacle Foods to increase operational uptime and provide visibility into our many plants. 20

Immediate response to performance deterioration Pre-empt asset emergencies Performance Alerts Team Collaboration ION Workflow + + = Performance Monitoring Infor Difference Performance alerts trigger work order or inspections Team collaboration decreases resolution time ION Workflow ensures proper procedures which decreases resolution time Infor EAM has allowed Pinnacle Foods to increase operational uptime and provide visibility into our many plants. 21

Audit grade platform helps to ensure compliance Reduce compliance risk Audit Trails E-Signatures Revision Control Workflow Logs historical records and changes Manages multiple approval levels Tracks changes to tasks, materials and routes Defines approvals and enforces processes The business-specific capabilities built into Infor EAM allow us to easily meet our customers quality requirements, as well as the strict regulations of the automotive industry. 22

Limit risk with improved processes Reduce compliance risk Safety Management Inspection Management 21 CFR Part 11 Compliance Calibration Systems Approval Workflow Safety definitions reduce risk Inspections auto-generate corrective actions With secure records & e-signatures Complies with regulatory mandates Defines specific sign-offs and notifications Infor EAM s functionality, configurability, ease of use, and cost-effective price beat competitive products hands down. 23

Management of change Reduce compliance risk Employee and asset health is jeopardized by lack of required sign-offs Centralized sign-off + + Repeatable Processes Collaborative Tools Infor difference Centralized sign-off protects both employees and asset health Workflow and approvals are documented and repeatable Collaborative tools offer visibility through approval & rejection status Environmental Health and Safety (EHS) Support with defined work processes, and work approval processes 24

Informed data-driven decisions Replace guesswork with facts Reporting & Analysis Energy Management KPIs Inbox Intelligent Interface Infor Difference Historical data gives insight to forecast capital expenditures Integrated energy management monitors operations in real-time Data Driven Decisions KPIs keep critical information at your fingertips UI increases productivity with ease of use and pushed content Have confidence in your decisions because they are supported by auditable data 25

Management of change Replace guesswork with facts Centralized sign-off + Work Management + Workflow & Collaboration + Mobile Access Infor difference Centralized sign-off protects employee, asset health Work management defines, documents processes Workflow and approvals are repeatable and recorded EAM Mobile records asset modifications in the field Infor EAM includes support for Environmental Health and Safety (EHS) with defined work and approval processes 26

Comprehensive reporting system Replace guesswork with facts Manual calculations and multiple systems delay reporting and accuracy Advanced Reporting KPIs Inbox Team Collaboration Mobile Access Integrated Warranty Claims Advanced reporting provides fully customized reports that meet your asset management needs 27

Transform information into actionable insights. Real time insight straight to your mobile device. 28

Social business? Infor Ming.le makes collaboration natural and efficient. Essential business. Easy access to all systems Communicate, collaborate and share information with colleagues Follow key people and objects Stay connected with real-time alerts 29

Acknowledged by analysts Infor's Infor's plan was to deliver a work experience that people would love using, and IDC believes Infor has done so. SoHo looks great and customers like it, especially when they can make their 20- year-old apps look and work like modern apps. IDC 1 products place the company among the leaders in the enterprise asset management (EAM) market. Consistent with the micro-industry strategy, the Infor EAM product has editions developed specifically for particular applications and/or industries. Infor appears to be successfully reinventing itself with a new executive management, investors, strategy, products, and customers. ARC Advisory Group 2 1 IDC Inforum 2013: Social and Beautiful Enterprise Applications with a Sharp Focus on Industry Verticals Doc #241646, June 2013 2 ARC Advisory Group, Inforum 2013: Infor Delivers on Re-Inventing Itself, Dick Slansky, May 17, 2013. 30

Only Infor One unified solution From one provider With end-to-end functionality Wherever you need it Easy to learn and use Beautiful to look at Cost effective to maintain 31

EAM customers Manufacturing Oil & Gas Distribution Life Sciences Food & Beverage 32

EAM customers Retail Public Sector Healthcare Hospitality 33

EAM Competitors 34

High level comparison SAP PM Strengths Corporate Vendor of Choice (VOC) Strong SAP partner network Weakness Weak product offering Complicated implementation Only Named user licensing Complicated pricing model Higher ongoing support cost Infor EAM Strengths Greater Cost x Benefit ratio Ease of use Faster implementation Flexible licensing (Concurrent & Named) Mobility (Native ios, Android, BB, Windows apps for Asset Management) Specialized industry editions for EAM Weakness Branding 36

High level comparison Oracle eam Strengths Corporate VOC Upcoming completeness of solution Flexibility in pricing Weakness Relatively weak acceptance among Oracle users Complicated implementation Named user licensing Infor EAM Strengths Greater Cost x Benefit ratio Ease of use Faster implementation Flexible licensing (Concurrent & Named) Mobility (Native ios, Android, BB, Windows apps for Asset Management) Weakness Branding 38

High level comparison IBM Maximo Strengths Flexibility Leader position IBM GBS Weakness Complicated implementation Named user license (Very strong LMO practice) Complicated pricing model Expensive service Infor EAM Strengths Greater Cost x Benefit ratio Ease of use Faster implementation Flexible licensing (Concurrent & Named) Mobility (Native ios, Android, BB, Windows apps for Asset Management) Weakness Branding 40