On-Air Summit. Thursday, May 16 th Make Better Decisions Faster & Increase Your Technology s Value

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On-Air Summit Thursday, May 16 th Make Better Decisions Faster & Increase Your Technology s Value 1

Today s session Make Better Decisions Faster & Improve Your Technology s Value Introductions and welcome Infor ION 10x Infor Analytics 10x Infor Mongoose 10x Q&A Moderator Laura Matheney Senior Manager, Americas Enablement For the audio portion of today s event, please reference Conference ID# 34672891 and: In North America, please dial: (877) 481-5755 International participants, please dial: (704) 385-7940 2

Today s speakers Kaushal Vyas, Director of Product Management, Infor ION Kaushal is Director of Product Management focused on technology and is currently responsible for ION, which is Infor's core technology platform. Kaushal has been with Infor since 1995 and has held a number of roles focusing on various technologies, including supply chain management and other areas. Kaushal has extensive functional and technical experience and works closely with customers to help them adopt various technologies and optimize their businesses. Kaushal holds a Bachelor of Science in Computer Science and Engineering. For the audio portion of today s event, please reference Conference ID# 34672891 and: In North America, please dial: (866) 851-2969; International participants, please dial: (404) 537-3232 3 3

Today s speakers Lee Kilmer, VP of Product Strategy and Development, Enterprise Performance Management and Business Intelligence Lee Kilmer is vice president of product strategy and development, Enterprise Performance Management and Business Intelligence solutions, at Infor. Lee has been with Infor since mid 2011 and is based in St. Paul, Minnesota. Prior to joining Infor, Lee held senior roles in product management and development at Lawson Software specializing in business analytics and general technology. Prior to joining Lawson Software, Lee spent 3 years in public accounting as a tax accountant and business consultant. Lee is a Certified Public Accountant and received his undergraduate degree from Minnesota State University, Mankato. For the audio portion of today s event, please reference Conference ID# 34672891 and: In North America, please dial: (866) 851-2969; International participants, please dial: (404) 537-3232 4 4

Today s speakers David Heffler, Director Product Development, Mongoose David has 25 years of experience in the software market. Throughout his career, he has worked with various manufacturing, distribution, service, and hospitality clients in may lines of trade. During the last 15 years he was a principle at RSVP Business Systems Inc, a SyteLine channel partner that also authored the QCS (Quality Control Solution) application. QCS was sold worldwide to SyteLine customers, and RSVP was acquired by Infor in 2012. David is very passionate about Mongoose and how it can help companies achieve lasting competitive advantage. His hands-on approach enables him to apply leading edge concepts to the practical realities of daily business. David holds a Bachelor of Science in Information Technology, Canisius College. For the audio portion of today s event, please reference Conference ID# 34672891 and: In North America, please dial: (866) 851-2969; International participants, please dial: (404) 537-3232 5 5

Infor ION Kaushal Vyas Director of Product Management, Infor ION 6

ION process roadmap 2.0 10.0 10.1 10.2 10.3 10x FEB 11 JULY 11 NOV 11 APRIL 12 JULY 12 MAY 13 7

Infor ION: A new business process platform Model your business process Execute your business process Monitor your business process Analyze your processes Manage by exception Achieve operational excellence 8

Business process enablement We have an Infor ERP, but we have different warehouses managed by different systems ION Infor ERP Infor WMS Infor EAM and more! Non-Infor Applications 9

Business processes over the 3 rd party cloud We have SalesForce, how do we get our ERP data there? ION Infor ERP Infor ERP Inforce 10

ION process monitoring MONITOR events that happen within a system events that happen across a set of events that did not happen but were systems supposed to EXAMPLES Sales Order Cancellation Opportunity Lost Order from ERP & fulfillment in WMS, Inventory not Order from ERP & shipment, confirmation never occurred Inventory Stock-outs available out of WMS 11

Monitor customer on credit hold Alert ION Customer Rule: If status = hold Events Repository Business Rules Infor ERP ERP holds customer master data Customer is put on credit hold in ERP Customer master is published with hold status ION detects new status and raises alert 12

ION Workflow WHAT Authorizations Work Distribution Suite Workflow EXAMPLES Approve PO Sign-off new Item Enter a new item Enter new customer Review budget Requisition approval for EAM and if approved process in ERP 13

Document authorizations Task REQUISITION Workflow Business Rules PURCHASE ORDER ION Infor EAM Infor ERP 14

Introducing 15

ION 10x core features ION Enablement for Grid architecture Grid integrated installer Integrated ION Desk with Grid management console Externalized message queue processing using database Oracle EBS connector Content mappings for EAM/Oracle integration Connectivity to EDI hubs Integrated Mapping tool (MEC) Asynchronous active connections information ION OneView Graphical view of document tracking timeline Role based ION Desk Role configuration and access console Compliance reporting Full tracking of user actions reportable via PDF New ION Desk menu and navigation ION branding and color scheme Import JDBC / JMS Library Workflow exit points Web service based exit points Notes propagation across workflow Notes visible in tasks/alert emails Translations in Pulse BODs Combined modeling with system flows and user interactive workflows Support sub-workflows Out of office and delegation of responsibilities Email Templates 16

ION Grid Scale out and failover ION Grid Intelligent scale-out Automatic Fail Over High Availability, 24/7 HOST 1 HOST 2 HOST 3 ION Service Bus ION Service Bus ION Service Bus ION DESK ION GRID AGENT ION GRID AGENT ION GRID AGENT JVM JVM JVM working queues working queues 17

ION OneView Next Gen Console for System Admin s It s the answer to questions like: Did a message arrive in ION? When a message arrived in ION, what happened? Can I see the message? Show me the message that came in today between 10am and 11am. Revolutionary logging application, powerful, simple and intuitive Time-based featuring the document timeline 18

19

Roles based ION desk FUNCTIONS PERMISSIONS 20

ION process enhancements Complex System to Human Workflows Workflow Exit Points Sub-Workflows Graphical Mapper Out of Office 21

ION connectors INFOR LEGACY Apps / 3 rd Party APPS or MIDDLEWARE BUSINESS ADAPTERS INFOR STANDARD DB CONNECTOR JMS (e.g. IBM, Tibco, Webmethods, etc.) MS CRM DYNAMICS INFOR CLOUDSUITE FILE CONNECTOR INFOR I/O Box CONNECTOR SALESFORCE.COM EAM XM MOTION SYTELINE WEB SERVICES CONNECTOR SAP ORACLE EBS new limited EDI Hub CONNECTOR 22

Infor Analytics Lee Kilmer VP Product Strategy & Development, Analytics & EPM 23

What are your concerns? Performance Risk Execution Efficiency >70% correlation between highperformance companies & high-performance finance organizations -Accenture 8 out of 10 successful organizations focus on risk -IBM CFO Study 70% of time finding data 30% analyzing data -IBM CFO Study 48% of CFOs believe IT systems are barriers to effectiveness -KPMG International. Market Leadership Brand Equity Profit Margins 24

Analytics Days to decision decreased by 23% 2% Best in Class Other Time to decision in best in class companies has decreased 23% over the past year as opposed to a 2% decrease for others. They also had a 3% higher operating margin. Source: Performance Management for Finance Executives Aberdeen Group, July 2011 25

Who gains the most? High strategic value per decision Strategic Tactical Operational Low strategic value per decision Support Strategic and Operational Decisions Metric Driven Small number of decisions Process-Driven Large number of decisions 26

Infor Analytics From this Complex, high latency information management architecture User experience not connected with enterprise applications Generic and horizontal tools High IT dependency Brittle architecture To this Data-driven decisions in-context and real-time Business user centric, self-service Packaged solutions for faster implementations and reduced risk 27

Infor Analytics Enterprise Search Ad-Hoc Reporting Operational Reporting Business Intelligence Find and act on business information Self-service reporting, simple analytics Highly formatted reporting Dashboards, Analytics, Write-back, model, Visualize Mobile Browser Desktop ION Business Vault Data Warehouse Other Data Sources Packaged Solutions by Industry and Process Area 28

ION Business Vault Analytics Data Integration Simplified Published business information received in near real-time without data extraction Uses business documents (BODs) for data consistency without data transformation Model data stores, mappings, hierarchies, dimensions, and cubes without coding Search Reporting Analytics Data Warehouse BUSINESS VAULT Loose coupling eliminates upgrade risk 29

ION Enterprise Search Find, discover, and take action. Single consumer-grade search solution across Infor applications Search business and file system data Find information without knowledge of underlying data structures Search results filtered by application security Facets, auto-suggest, synonyms, macros, drill-back, in-context Connected to ERP user interfaces for seamless experience Available for Lawson S3 and M3 customers more to come 30

ION Reporting Enterprise-scale reporting solution with pre-built content, built for Infor. Standard Reporting Localized Reporting Report Designer Ad-Hoc Reporting Model Management Reporting Tools App Specific ION Reporting 110+ delivered reports plus reporting meta-models for ION Business Vault and Infor Applications Content Ad-Hoc Expand reporting delivered by applications In-context and Drill-back user experience Adapt & Extend 31

ION BI In-memory analytics platform for dashboards, interactive analysis, and predictive analytics Descriptive and predictive analytics Drill-through in-context and take action Works with any data including SAP BW, Microsoft Analysis Services, and relational databases Web, Excel, and Mobile user experience Designed for business users and self-service 32

In-Context BI Gain improved insight and make better decisions. 1 In-Context BI is automatically updated in real-time as the user interacts with the 1 2 application. 2 Users can also drill from In- Context BI into a different application for additional analysis 33

Redshift from Amazon Massively scalable and optimized for data warehousing ION Business Vault and Business Intelligence from Infor ION Factory to enable custom and third party apps Pre-built analytics solutions from Infor Coming soon 34

Infor Analytics Data integration simplified User experience connected Insight delivered 35

Infor Mongoose Rapid Application Development David Heffler Director Product Development, Mongoose 36

Contents What is Mongoose? Solution Overview Mongoose in Action Solution Demo 37

What is Mongoose? Application Development Framework: Mongoose is Infor's rapid development framework for building new and extending legacy applications. Flexible Architecture: Mongoose can be used to build anything - from complex ERPs to simple web parts. Efficient & Fast: Mongoose is engineered to scale quickly, enabling a low cost, unified platform for all business applications within an IT footprint. 38

Rapid application development Why is it fast? Wizard-driven features to create tables, IDOs and base forms. Basic functions pre-plumbed. No separate development tool; it s in Mongoose. Code can be added as needed using standard Microsoft languages. How does it work? Minimize code via metadata (Forms, IDOs and AES) Behaviors implemented via event-driven architecture Code is.net, built in Visual Studio, managed by the framework Uses MS SQL Server databases Portals Web Parts ERPs 39

Key Business Benefits Rapid application development Fast installation is simple and flexible Easy integration to your existing applications Seamless publishing to web and multidevice enabled Cloud enabled for both development and deployment Preserve upgrades while customizing applications ION enabled in core toolset 40

Introducing Mongoose 10x Cloud based High productivity development framework Infor10x User Experience (beauty, context, social) Loosely coupled via ION Browser & mobile form factors Hybrid deployment Marketplace infrastructure ERP starter kit Microvertical Accelerator 41

Contents What is Mongoose? Solution Overview Mongoose in Action Solution Demo 42

ION Enabled in Core Toolset Easy integration to both Infor and non-infor applications. Quickly build new BODs for enhanced business process optimization. Extend base BODs with scripts within the toolset. BOD automation built into Mongoose services. Mongoose 43

Publishing Any form can be presented as a web page. Forms can be a web part within Infor Ming.le. Forms dynamically adjust layout for different devices. Automatic Web Deployment and Multi-Device Enabled 44

Installing & Deploying All form information is in databases, ensuring a streamlined and straightforward installation. Personalizations, IDO extensions and upgrades require no deployment step to release. Any application can be moved from onpremise to cloud, or back. Both runtime and development are cloudenabled. Integrations can be a mix of on-premise and cloud at the same time. Simple & Flexible Install, Cloud Enabled Development & Deployment 45

Customizing Framework minimizes amount of coding required to ensure adaptability. Code is replaced by metadata stored in databases for the forms, IDOs, and AES. Changes are kept separate from the base application and automatically upgrade using framework tools like FormSync. Personalize Applications that Upgrade Automatically 46

Contents What is Mongoose? Solution Overview Mongoose in Action Solution Demo 47

Mongoose in action Solution demo Anyone Can Build Apps 48