XA ROADMAP Ross Freeman, Product Manager Infor
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AGENDA Extending Enhancing Enabling The Path Forward
EXTENDING Adding Scope to XA
XA SUITE TODAY Activity Deck Financial Performance Management Configure/Price/Quote (CPQ) Infor Reporting Business Analytics (Upgrade Pending) Xi Business Platform Vault aka Infor OS Core XA Product Lifecycle Management (Upgrade Pending) Infor CRM Supplier Exchange Mobility Supply Chain Execution Enterprise Asset Management (EAM)
XA ADOPTION OF XI PLATFORM Infor SoHo Infor Ming.le Infor Ming.le Homepages Mashups Infor Federation Services Infor ION Infor ION API Infor Bi Infor Skyvault Infor Document Mgt. Infor Local.ly UX Collaboration Extensibility Security Process integration API gateway Analytics Documents Reporting Infor Confidential Copyright 2015. Infor. All Rights Reserved. www.infor.com 6
INFOR INTERFACE NET-LINK
COMPLETE USER INTERFACE Requires System i Workspace for IDF Level 1 New Menu system Full Infor interface Step 1 Net-Link with System i Workspace for Business Users Step 2 Add full Ming.le support and Single Sign On
XA Cloud XA Cloud Footprint Current version XA Power Suite Si Workspace CRMi Visual Planner F9 Reporting ION Process Infor Ming.le System i Cloud Hosted on our dedicated System i cloud
INFOR LOCAL.LY OBJECTIVES Requirement standardization Avoid redundant rework Monitor the regulatory & statutory environment Accelerate release cycles
Infor Local.ly components GEMS Reporting Tax Engine eaccounting GFC Electronic messages Localized reports Tax calculations Mexico SAT reporting Corporate Accounting Framework
ENHANCEMENTS Already Delivered for 9.2
ENHANCEMENTS DELIVERED Financials GL AP, AR and Cash Security Hack Proofing Operations Fix While Active Master Data Replication Smaller fix packs Dedicated fix packs Reduced global environment
ENTERPRISE GENERAL LEDGER Transaction Journals Corporate Ledger 12 periods, July to June FY GAAP chart of Accounts USD Book EUR Book IFRS Ledger 13 periods, Feb to Jan FY IFRS chart of Accounts USD Book EUR Book Sales Ledger 12 periods, calendar FY Sales Chart of Accounts QTY Book MXP Book
ENTERPRISE AP/AR/CASH
ENTERPRISE FINANCIALS Enterprise financials Includes GL, AP, AR and Cash Enterprise AP and AR Benchmarked against competing solutions LX, Dynamics AX and JD Edwards Customer advisory committee Polaris, MTD, Asahi Glass Built from existing IFM base Transactions shortened and simplified IDF maximized Consistent, strong security IFM Conversion utilities available
INFOR LABS PROVIDES WORLD CLASS SUPPORT SERVICES DevOps Reference Architecture Cloud Operations Information Security Office Performance Benchmark Center Global Demo Environment
ENHANCEMENTS Coming for 9.2+
ENHANCEMENT TEAMS Enterprise Financials Scheduled Issues/Receipts User Interface Net-Link, SoHo, Xi
ENTERPRISE GL/AP/AR/CASH
EFIN ENHANCEMENT PRIORITIES Enhancements as prioritized will be delivered throughout FY 2018 Local.ly adoption will be embedded in the EFin priorities We do not expect to deliver Local.ly for IFM. Existing localizations will mostly be maintained until Local.ly is ready
SCHEDULED ISSUES AND RECEIPTS Affects most of XA Materials Transactions Pick/Ship Pack Manufacturing Issue/Receipt Repetitive Manufacturing Purchasing Planning Pre-requisite for over 50 enhancement requests Improved materials visibility and planning Finer and more flexible inventory control ~ 20 enhancements to be delivered this fiscal year Remaining to be delivered as possible
ENHANCING NET-LINK FISCAL 2018 Net-Link can display ANY view or card created in Power-Link Subsets Adding workbenches Adding downloads Infor Xi controls Other upgrades
UNDER CONSTRUCTION In-context menu in column heading support temporary subsets
UNDER CONSTRUCTION In-context menu in column heading support temporary subsets
UNDER CONSTRUCTION
UNDER CONSTRUCTION
UNDER CONSTRUCTION Cascaded subsets are supported for refining filtering
NET-LINK ENHANCEMENTS Other enhancements to catch up to and exceed - Power-Link Net-Link already has Xi Platform capability Net-Link is the go-forward user interface Net-Link is the Infor interface for XA Deliveries as available throughout FY 18 Contingent upon demands of the Security Office
DID YOU KNOW? You can deploy Net-Link with IDF Level 1 and Level 2? - NOW No HPS No auxiliary server Infor SoHo User Interface Stepping stone to Ming.le Zero footprint Low bandwidth Eliminate RDP/Citrix HTML 5 Can display any view
LET ME BE PERFECTLY CLEAR Net-Link is production ready Net-Link is a complete interface You don t have to go Xi yet Business Users can adopt today Walk before you run transition to Net- Link with IDF Level 1 and Level 2
ENABLING Making it real in the field
ENABLING CUSTOMER ROLLOUTS 9.2.1 Upgrades Enterprise Financials at 9.2.1 Net-Link for business users Xi Platform Extend Suite System Administration Cloud
ENTERPRISE FINANCIALS Bug fix and stabilization Nearing Completion PTF bundle specific to Enterprise Financials - Available 9.2.1 service pack - Available
9.2 UPGRADES PTF Bundles for 9.2 Three available for Single byte Delivering second and third bundles for double byte shortly 9.2.1 (October to December delivery) 9.2.1 enhancement pack (single and double byte) - Available 9.2.1 full install
ENTERPRISE FINANCIALS ADOPTION Education and EPAK upgrades Dedicated PTF bundle for Enterprise Financials ION enabled for Enterprise Financials
NET-LINK COMPONENTS Net-Link Included in Essentials and Power Suite bundles Requires System i Manager (ICC-EXA-SIM) Provides modernized menu structure Communicates with Ming.le Requires System i Workspace (ICC-EXA-SIW) Renders IDF Level 1 without HPS Provides Ming.le link for IDF Level 1 screens All XA customers who have Net-Link alone or bundled are entitled to SIM and SIW at no charge
XI PLATFORM Xi Platform certified for XA Vastly simplified install, server count reduced Licensing simplified licensed by user Infor SoHo Infor Ming.le Infor Ming.le Homepages Mashups Infor Federation Services Infor ION Infor ION API Infor Bi Infor Skyvault Infor Document Mgt. Infor Local.ly UX Collaboration Extensibility Security Process integration API gateway Analytics Documents Reporting
EXTEND SUITE Business Vault Core XA Considering specific PTF bundles for extend integrations if needed due to significant development activity Targeted implementation partners
SYSTEM ADMINISTRATION 96% of PTFs do not require dedicated mode PTF documentation improved to make visible PUI tool provides PTF management Interim PTF bundles Reduced impact of Global environment Enterprise Financials bring financial security into standard XA security management
CLOUD Administration Security Provisioning Upgrades Communication Net-Link
CLOUD SUITES FROM INFOR CloudSuites by Industry CloudSuites for medium sized customers
VISIT OUR INFOR AREA AND SEE YVONNE AND BONNIE TO LEARN WHAT ELSE WE OFFER TO OPTIMIZE YOUR INFOR INVESTMENT Infor Independent User Community Infor Reference Program Global Enhancement Request System Concierge.infor.com
THE PATH FORWARD Planned Releases
FY 18 DEVELOPMENT Extend Under consideration Enhancement Enterprise Financials Net-Link and Xi User Interface Scheduled Issues Customer Funded Development Cloud Enablement Simpler upgrades Updated training support Cloud
CUSTOMER FUNDED DEVELOPMENT If you want something, let us know We ll see if it can be done, and if it makes sense to put it into the solution Do other customers want it? Does it conflict with needed function? Does it conform to our standards? This will be in addition to the existing roadmap, not in place of it Looking for medium to medium/large projects ION integrations Core enhancements
YOUR OPPORTUNITIES 9.2.1 Upgrades Enterprise Financials Adoption Net-Link adoption Xi Platform Adoption Extend Suite Adoption Cloud
RELEASE 10 Deferred until all planned enhancements are delivered Announcements after all 9.2 planned enhancements are well under way 9.3 will package all 9.2 released enhancements