XA Roadmap 2012

Ross Freeman, XA Product Manager

Agenda

Product Direction Release 9.1 9.1 Additional Roadmap

Release 10
Summary and Questions

This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice. This presentation is not a commitment to you in any way and you should not rely on any content herein in making any decision. Neither Infor nor its affiliates are committing to develop or deliver any specified enhancement, upgrade, product, service, or functionality, even if such is described herein. Many factors can affect Infors product development plans and the nature, content, and timing of future product releases, all of which remain in the sole discretion of Infor. This presentation, in whole or in part, may not be incorporated into any agreement. Infor and its affiliates expressly disclaim any liability with respect to this presentation.

Copyright 2012 Infor. All rights reserved. Confidential. This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice.

Product Direction

Product Direction Focus Areas

Infor 10 Industries ION

Cloud
User Interface

Globalization

Copyright 2012 Infor. All rights reserved. Confidential. This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice.

Infor 10 What It Means

Infor believes that one ERP cannot handle all industries, technologies, countries, etc. Infor ERP products have spent 30 years perfecting industry functionality Infor strategy is to present the right ERP for each customer, and provide a complete industry solution around it. Infor makes a complete long term commitment to Infor 10 products
Infor Technology Continuing Core Development Industry Assignments with Marketing Participation New Accounts in assigned industries/platforms/countries Long Term Support

An Infor 10 ERP (like XA) is a long term go-forward product for Infor
6 Copyright 2012 Infor. All rights reserved.

Infor 10 What It Means

Infor 10 is shared development An XA customer now can access Development from a much larger team Infor 10 technology alone has over 600 developers

Copyright 2012 Infor. All rights reserved.

Infor 10 and System i

Infor is the largest System i partner in the world
Infor is the largest System i Manufacturing ERP vendor in the world
Almost 40% of the global market

System i solutions represent a large percentage of Infors revenue IBM believes System i is a growth platform again System i is a strategic growth market for Infor and IBM together

Infor 10 fully includes System i

Charles Phillips fully understands System i

Infor has a long term commitment to the System i

Copyright 2012 Infor. All rights reserved.

Industries What Do They Mean to XA?

XA is assigned to certain industries Development will focus on the assigned industries

Core Development
Complete Power-Link version of XA Add specific industry functionality if required in core

Industry Suites
Integrate other Infor products using ION to build a complete industry suite Deploy industry suites with a common user interface (Workspace) and a common platform (ION) Use other Infor products for required industry functionality

XA will be proposed for new accounts in assigned industries

9 Copyright 2012 Infor. All rights reserved.

Specialized By Industry

General Manufacturing

Automotive

Aerospace & Defense

High Tech

Industrial Equipment & Machinery

Chemicals

Food & Beverage

Fashion

Distribution

Equipment, Service Management, & Rental

Healthcare

Hospitality

Public Sector

10 Copyright 2011 Infor. All rights reserved.

Industry Suite
Customer Relationship Management

XA/US

SupplyWEB

Auto Connect

Suite
Social Enterprise

Infor10 ION
Mobility

Infor10 ION
Process Experience Intelligence

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Copyright 2011 Infor. All rights reserved.

Business Vault

Services

Cloud Suite

XA has a cloud offering now

Various levels of managed services also available

XA is participating in hybrid cloud

Some applications on premise, some not

Cloud licensing models in design IBM PureFlex is a cloud enabling machine, XA is already certified on the platform

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Copyright 2012 Infor. All rights reserved.

Hybrid Cloud Deployment

Customer Relationship Management

XA Mexico

SupplyWEB

XA / France

Social Enterprise

Infor10 ION
Mobility

Infor10 ION
Process Experience Intelligence

13

Copyright 2011 Infor. All rights reserved.

Business Vault

XA in Infor Workspace

Global Deployment Centralized/Decentralized

Customer Relationship Management

XA/US

SupplyWEB

XA / France

Decentralized
Social Enterprise

Infor10 ION
Mobility

Infor10 ION
Process Experience Intelligence

15

Copyright 2011 Infor. All rights reserved.

Business Vault

Centralized

Release 9.1

Release 9.1 New Support Policy

Release 9.1 is the first Infor 10 release for XA Release 9.1 falls under the new Infor support policy

Release 9.1 will be fully supported by Infor for seven years from its GA date of March 2012

17

Copyright 2012 Infor. All rights reserved. Confidential. This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice.

Release 9.1 Net Change From Release 7.8

Core Enhancements
EPDM Completion Material Logistics ION Support Infor Workspace IDF Report Writer Procurement Management Multisource and UI Uplift Environment Replication EPAK Content Knowledge Zone

New Applications
EGLi - Enterprise General Ledger for i
IFM AP and AR Support

ION integrations Road Warrior EAM SupplyWEB Other integrations Cognos 8.4 and 10.1 F9 Corporate Performance Management Product Configurator Field Service

CRMi

Posting Multiple Journals from a Single Event

Journals Journals
Period Table 12 Periods July-June GAAP Chart of Accounts

Corporate Ledger

IFRS Ledger

Sales Ledger

Calendar Period Table Jan-Dec

USD Book EUR Book MXP Book Budget Book

Period Table 12 Periods July-June

QTY Book USD Book EUR Book

IFRS Compliant Chart of Accounts

Copyright 2011 Infor. All rights reserved.

Infor ION Process

ION PULSE
Managing and follow Information

ION WORKFLOW Automated document routing and approvals via workflows across multiple Infor and nonInfor applications.

ION EVENT MANAGEMENT

Automated task monitoring in relation to promised completion and proactive alerting of exceptions. ION DESK

ION CONNECT Communication and secure sharing of data across onpremise and cloud applications.

Intuitive, browser-based interface used to easily configure and monitor all Infor ION services.

Copyright 2011 Infor. All rights reserved.

IDF Report Writer

21

Copyright 2011 Infor. All rights reserved.

What Is Environment Replication?

In any multi-environment system, master data must be maintained consistently across environments
Sometimes transaction data is also needed In the old days, this required manual synchronization
Inefficient Inaccurate

Previous synchronization methods were hard to set up and maintain Environment replication is a simple method for maintaining data across environments
ION with Business Vault System-Link direct
Copyright 2012 Infor. All rights reserved. Confidential. This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice.

22

CRMi Now Core XA

Infor Road Warrior

Available from the Apple App Store

Download a demonstration version to your iPad Search for Infor Road Warrior

24

Copyright 2012 Infor. All rights reserved. Confidential. This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice.

XA Service Management
Warranty Management Primary Extended Repair Service Contracts

Warranty Cost Tracking KPIs Forecasting Status Reporting Dashboards

Contracts Knowledge Base Incident Management

Incident recording Internal and external Call centre Recall Retrofit Customer notice Repair order Mgmt Integrated quote process Spare Part Orders Credit processing

Vendor Automated process Claims

Financial Settlement

XA Service Management

RMA and Repair Management Field Service Operations

Customer Claims
Automated process Financial Settlement

Inventory Management
Integrated warehouse Non-integrated warehouse
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Serial Number Management

Dispatch of technicians Service Order Management Preventive Maintenance Schedule

Lifecycle management Item traceability

XA Configurator: Extend Your Enterprise

BuyDesign Channel Sales
(Quoting / Ordering)

XA CSM EPDM

Price

Configure Quote Order

Flex2D

Routings

Configurator
Flex3D BOM

Product Knowledge

Electronics Medical Devices Apparel Furniture Signage Eyewear Lighting Jewelry Racking Systems Aerospace CTO/BTO/ATO

Render

Docs

BuyDesign Storefront
(Online Ordering)

Other Enterprise Systems

Modular
Copyright 2011 Infor. All rights reserved.

Flexible

Easy

Powerful

Integrated

9.1 Additional Roadmap

2012 Initiatives

ION integrations Globalization Deployment

Serial Track and Trace

Cloud Deployment

ION Integrations

Infor Mobile
Shop floor Activity Desk

SalesForce.com

Infor Business Intelligence

Publish all the documents to Business Vault Operational Reporting and Context Analytics Infor Business Intelligence

Others as time permits - TBD

PLM CPM and F9 Warehouse Management+Bar Code Enterprise Search

Serial Track and Trace

Complete as-built serial number structure (serial in serial within a BOM)

Multi Level Serialized Packages

Auto Generation
Track and Trace
Forwards/Backwards Full FDA compliance

30

Copyright 2009 Infor. All rights reserved. www.infor.com.

Cloud Deployment

IBM PureFlex support Performance Enhancements for Remote Deployments Cloud Appropriate Licensing

Additional managed services options

31

Copyright 2012 Infor. All rights reserved. Confidential. This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice.

XA Globalization

Provide centralized application services to provide a single view of the enterprise Loosely connect distributed applications to simplify implementation and management Provide tooling to manage diverse applications

XA Global Environment

Centralized Applications - Available

Infor Workspace single sign on across all Infor applications/ instances Workflow - processes flow across the enterprise Event Management events are visible across the enterprise Road Warrior Single view of the customer

Centralized Applications Late 2012

Business Vault single data repository Context Analytics view consolidated data across instances Operational Reporting timely and consistent actionable information Business Intelligence single version of the truth across the enterprise Mobile applications
Shop Floor Single access to the global production process Activity Desk Mobile access to Events and Workflows Others
33 Copyright 2012 Infor or Lawson. All rights reserved. Confidential. This presentation reflects the direction Infor or Lawson may take with regard to the products or services described herein, all of which is subject to change without notice.

XA Global Environment

Distributed Core Applications

Multiple instances of XA for different business units Multiple instances of other Infor applications (SupplyWEB, EAM) Multiple servers or multiple environments on a single server Cloud deployment option for any given application instance Multiple Book General Ledger Multiple instances of other ERPs
Dynamics AX, etc. Infor supplied ION integrations in many cases Other integrations if the other application can speak XML, it can speak Infor

Spin up temporary or business unit distributed instances

XA Global Environment

Supporting XA Features
Environment Replication
Replicate XA data from one instance to another eliminate manual work Master data control via native System-Link and ION

Material Logistics
Enable all cross environment fulfillment transactions Enable all cross border/currency/business unit transactions

Multi-site item Multiple Ledger and Book General Ledger application Language and Localization

35

Copyright 2012 Infor or Lawson. All rights reserved. Confidential. This presentation reflects the direction Infor or Lawson may take with regard to the products or services described herein, all of which is subject to change without notice.

XA Global Environment

Administrative Applications
ION Desk
Design your enterprise integration Design your enterprise workflows and event management Hybrid cloud link on premise applications to cloud applications

36

Copyright 2012 Infor or Lawson. All rights reserved. Confidential. This presentation reflects the direction Infor or Lawson may take with regard to the products or services described herein, all of which is subject to change without notice.

Loosely Coupled Applications

Distributed Transaction Applications
Customer Relationship Management

XA/US

SupplyWEB

XA France SAP France?

Administration
Social Enterprise

Infor10 ION
Mobility

Infor10 ION
Process Experience Intelligence

Centralized Applications

37

Copyright 2011 Infor. All rights reserved.

Business Vault

Cloud Deployment

IBM PureFlex support Performance Enhancements for Remote Deployments Cloud Appropriate Licensing

Additional managed services options

38

Copyright 2012 Infor. All rights reserved. Confidential. This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice.

9.1 at end of 2012

Global deployment model built and proven Cloud deployment model built and proven New IDF applications built and proven
EGLi STTi

ION integrated Infor applications fully fielded

The building blocks of industry suites Business Vault and reporting built Infor Mobile applications SalesForce.com Etc.

Release 10

2013 and Beyond

2013 Priorities
Complete IFM AP and AR in IDF Complete last Materials transactions in IDF Formal build out of industry suites
Industrial Equipment Industrial Manufacturing Automotive High Tech Aerospace

Continue Infor technology rollout Ramp up to Release 10

41

Copyright 2012 Infor. All rights reserved. Confidential. This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject to change without notice.

Release 10 Objectives

Deploy only the future technology

Infor UI with XA capability - discontinue all incompatible UI ION architecture with IDF architecture discontinue all prior architectures

Deploy Industry Suites

Deploy in the Cloud Deploy Globally Improve Efficiency Improve Support position

Summary and Questions

Summary

XA is a go forward solution for Infor with a long life and strong development roadmap Development has delivered many enhancements and integrations in the last 3 years Expect a high rate of product enhancement in the future, including Infor and core XA